Private Wealth Management Summit September 2019
Timothy Smith
President & Chief Information Officer | Petro Lucrum, Inc.
Speaker Presentation
The Impact Revolution
A growing number of families are placing social impact high on their agenda. They want their portfolios aligned to their values, to better reflect who they are. While there are persons who believe this is just a fad, some argue that this is in fact a viable asset class that will soon be mainstream. In this session we will delve into:
• Exploring trends in ESG investing
• Tools for evaluating impact
• Strategies for sustainability
Speaker Bio
Timothy Smith is a President and Chief Information Officer at a Houston, TX, based generational Single Family Office (SFO) exclusive in the Upstream Oil and Gas segment, onshore USA; focused on investments, acquisitions and divestitures using private and public equity. This includes supporting mandates to acquire production with upside and oilfield services businesses through portfolio companies and M & A transactions.
Timothy is a frequent Chairman, Keynote or Panelist speaker at Oil and Gas, Family Office and Financial Conferences for London (American) Business Conferences, World Trade Group, Ivy Family Office Network, Wilson Family Office Conferences, Family Office Council, Family Office Review, DC Finance Conferences, Opal Conferences, IQPC, Incisive Media Conferences and The Energy Exchange (Clarion). Mr Smith actively contributes to online financial media including Forbes, MarketWatch, CNBC, Seeking Alpha and Motley Fool.
Timothy is a member of the Society Of Petroleum Reservoir Economists (SPRE), Foundation For Energy Education (FFEE), KPMG Global Energy Institute (GEI), Houston Livestock Show and Rodeo, the Young Professionals In Energy (YPE), Oilfield Helping Hands, and an Emerging Leader of the Independent Petroleum Association Of America (IPAA).
Speaker Presentation
The Impact Revolution
A growing number of families are placing social impact high on their agenda. They want their portfolios aligned to their values, to better reflect who they are. While there are persons who believe this is just a fad, some argue that this is in fact a viable asset class that will soon be mainstream. In this session we will delve into:
• Exploring trends in ESG investing
• Tools for evaluating impact
• Strategies for sustainability
Speaker Bio
Timothy Smith is a President and Chief Information Officer at a Houston, TX, based generational Single Family Office (SFO) exclusive in the Upstream Oil and Gas segment, onshore USA; focused on investments, acquisitions and divestitures using private and public equity. This includes supporting mandates to acquire production with upside and oilfield services businesses through portfolio companies and M & A transactions.
Timothy is a frequent Chairman, Keynote or Panelist speaker at Oil and Gas, Family Office and Financial Conferences for London (American) Business Conferences, World Trade Group, Ivy Family Office Network, Wilson Family Office Conferences, Family Office Council, Family Office Review, DC Finance Conferences, Opal Conferences, IQPC, Incisive Media Conferences and The Energy Exchange (Clarion). Mr Smith actively contributes to online financial media including Forbes, MarketWatch, CNBC, Seeking Alpha and Motley Fool.
Timothy is a member of the Society Of Petroleum Reservoir Economists (SPRE), Foundation For Energy Education (FFEE), KPMG Global Energy Institute (GEI), Houston Livestock Show and Rodeo, the Young Professionals In Energy (YPE), Oilfield Helping Hands, and an Emerging Leader of the Independent Petroleum Association Of America (IPAA).