Energy & Infrastructure
“ALPHA Generating Strategies in
Energy & Infrastructure Markets”
Global volatility in energy costs coupled with cost competitive alternative energy solutions and search for long-term, cash-flow generating assets have collided to offer a multi-trillion dollar investment opportunity. Within this emerging sector, which energy and infrastructure investments feature the greatest potential to drive alpha generating returns in a private investment market otherwise starving for yield?
Mike Roth: ‘05
Ares Management | Principal, Infrastructure & Power
Based in New York, Mr. Roth works as a Principal in Ares’ Infrastructure and Power Group. Prior to joining Ares in 2011, Mr. Roth was an Assistant Vice President at EIG Global Energy Partners focused on the power generation sector. Mr. Roth began his career at J.P. Morgan as a high yield credit analyst covering real estate and managing the bank’s warehouse credit exposure across the high-yield market.
Mr. Roth graduated with a Bachelor of Science in Applied Economics and Management from Cornell University.
Carlyle | Principal, Energy Credit
Based in New York, Ms. Zhou works a Principal focused on Energy Credit investment opportunities.
Prior to joining Carlyle, Ms. Zhou worked as an Analyst in the Special Situations Group at Goldman Sachs, focused on alternative energy investing. Prior to Goldman Sachs, Ms. Zhou worked as an Analyst at Morgan Stanley in the firm’s Global Structured Solutions Group.
Ms. Zhou earned a Bachelor of Science in operations research and financial engineering from Princeton University.
Morgan Stanley Energy Partners | Managing Director
Based in New York, Mr. Lee works as a Managing Director for Morgan Stanley Energy Partners. Mr. Lee joined Morgan Stanley in 2003 as an Analyst in the Investment Banking Division working in the firm's Power and Utilities Group in Australia, Hong Kong, and Singapore. From 2007 to 2010, Mr. Lee was based in London as a member of the Morgan Stanley Capital Partners (MSCP) European investment team. Mr. Lee relocated to New York in 2010 where he focused on investments in the energy sector as a member of the MSCP North American investment team, prior to joining Morgan Stanley Energy Partners (MSEP) upon its inception as a separate investing team in 2015.
Mr. Lee currently serves as a Director on the Boards of Triana Energy II and Sterling Energy, both MSCP portfolio companies, and Presidio Petroleum and Durango Midstream, both MSEP portfolio companies.
Mr. Lee earned a B.Com,, with first class honors in Accounting, and an L.L.B. from the University of New South Wales, and an M.Sc. from the University of Oxford (Worcester College).
Riverstone Holdings | Principal, Energy Credit
Based in New York, Ms. Pasricha works as a Principal for Riverstone Holdings, focused on the Firm’s credit and capital markets activities.
Prior to joining Riverstone in 2014, Ms. Pasricha worked for Carlyle in the Global Financial Services Group. Ms. Pasricha was selected as Carlyle’s 2012 Toigo MBA Fellow where she completed a rotation through private equity, a portfolio company, and a limited partner. Ms. Pasricha previously worked as an Analyst for UBS’ Leveraged Finance and Financial Sponsors Groups.
Ms. Pasricha graduated magna cum laude with a Bachelor of Science from Harvard College and an M.B.A. from Harvard Business School.
Moderator: Roald Nashi: (Ph.D. ‘07, J.D. ‘10)
Kirkland & Ellis | Partner, Energy & Infrastructure
Mr. Nashi works as a debt finance partner in the Washington, D.C., and Houston offices of Kirkland & Ellis LLP. Prior to Kirkland & Ellis, Mr. Nashi worked as a lawyer for Simpson, Thacher & Bartlett LLP primarily focused on Banking and Credit (Oil and Gas), and Project Finance (Power and Infrastructure).
Mr. Nashi has experience in representing parties on various forms of financings of energy and infrastructure projects in the oil and gas, petrochemical and power sectors, including bank and bond financings, leveraged lease, margin loan facilities and tax structured financings. Mr. Nashi’s clients have included private equity funds, project developers, commercial banks, underwriters, mezzanine lenders, institutional investors and export credit agencies.
Mr. Nashi earned a J.D. from Cornell Law School, a Ph.D. from Cornell University and a Bachelor of Science from the University of Wisconsin.