Please join the Energy Forum for a special event with Alberta's Minister of Energy Sonya Savage for a fireside chat about the oil production landscape and challenges prior to and after the COVID-19 pandemic.

This will be followed by a panel discussion on the broader outlook for the US and Canada oil and natural gas production given the drop in prices and capital spending. The panel will explore how much production capacity has been lost, what the expectation is for the return of drilling activity, and the outlook for 2021-23. Our speakers are Dan Pickering, Chief Investment Officer, Pickering Energy Partners; Mark Oberstoetter, Head of Alaska, Canada and Gulf of Mexico Upstream Research, Wood Mackenzie; Ryan Duman, Research Director of US Upstream Research, Wood Mackenzie.

Michael Tran, our board member and Managing Director within the Global Energy Strategy Research team at RBC Capital Markets, will moderate the discussion.

This event will be a virtual session from 12:00 until 1:45 PM EST hosted by the Consulate General of Canada in New York. Additional details will be provided to registered attendees prior to the session.


Alberta Minister of Energy Sonya Savage

Minister Savage was elected to the Legislative Assembly of Alberta on April 16, 2019, as the MLA for Calgary-North West.

A life-long Albertan, Savage has been a strong voice championing pipelines for years. Earning a Master of Laws in Environment and Energy, she practiced law for 13 years before taking a job as an advocate for the oil and gas industry. After working 9 years at Enbridge, she accepted a role as the Sr. Director of Policy and Regulatory Affairs at the Canadian Energy Pipeline Association (CEPA) in 2015. She has handled the pipeline industry’s large policy files, including regulatory reform, Indigenous reconciliation, legal, environment and climate change.

Sonya Savage was appointed as Alberta’s Energy Minister on April 30, 2019. Relying on her extensive background in the industry, and spending the last 12 years fighting for pipelines and the energy sector, Savage will continue her work to promote and develop Alberta’s oil and gas wealth and deliver on getting pipelines built.


Dan Pickering

Dan Pickering is the Chief Investment Officer of Pickering Energy Partners (PEP). PEP manages client assets via energy strategies focused primarily on public markets and private equity. Prior to PEP, Mr. Pickering served as the President of Tudor, Pickering, Holt & Co. and Chief Investment Officer of TPH Investment Management.

Dan has spent 26 years as an energy portfolio manager, researcher and analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co. Dan currently serves as the portfolio manager of the PEP Energy Equity Opportunities Fund and on the Investment Committee of PEP’s Energy Co-Investment and private equity strategies.

Dan grew up in Missouri, has a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.

Mark Oberstoetter

Mark Oberstoetter is the Head of Alaska, Canada and Gulf of Mexico Upstream Research at Wood Mackenzie. He is based in Calgary where he manages analysts and data experts covering several of North America’s leading upstream regions. He has extensively covered the North Slope, deepwater, oil sands and unconventional sectors including asset valuation work and competitive benchmarking.

Mark joined Wood Mackenzie in 2009 where he has since contributed to consulting work and research offerings across North America and covering a wide variety of resource themes. A frequent conference presenter, he has authored 70+ research notes and has been quoted in publications including the Wall Street Journal and Financial Times. Mark’s recent work has included corporate strategy consulting, helping governments assess royalty structures, and providing detailed competitiveness benchmark outlooks for assets, plays and regions.

Prior to joining Wood Mackenzie, Mark worked at Kenmont Capital Partners (an energy-focused hedge fund), Sanders Morris Harris Investment Bank and the Dallas auditing arm of KPMG.

Mark holds a Masters in Finance and Bachelors in Accounting from the Texas A&M University and has passed the US CPA qualification exams.

Ryan Duman

Ryan is Research Director of US Upstream Research at Wood Mackenzie. He currently works on the US Lower 48 Upstream Research team. He works with E&P's, service companies and investors in the Rocky Mountain region. Ryan specializes in supply forecasting, basin characterization, decline curve analysis, economic modeling, and competitor intelligence.

Prior to joining Wood Mackenzie, Ryan worked as an Energy Market Analyst for Ponderosa Advisors in Denver, CO. While at Ponderosa he focused on upstream markets constructing supply forecasts, field and producer economics and market trends.

Ryan holds a BS from the University of Michigan and an MS in Natural Resource Economics from Michigan Technological University.


Michael Tran

Michael Tran is a Managing Director within the Global Energy Strategy Research team at RBC Capital Markets based in New York. He is responsible for views pertaining to energy markets including macro supply and demand fundamentals. He has spent nearly 15 years in the energy markets in research, sales and trading and investment banking with major banks like UBS based in London and energy trading platforms like BP based in Calgary.

Michael's energy views are frequently quoted in media outlets and he routinely appears on television networks like Bloomberg, CNN and BNN. He is a frequent advisor to both the Canadian Federal and Alberta government on issues pertaining to energy policy and budgeting. Michael is also a Non-Resident Senior Fellow at New York University’s Center for Global Affairs. He serves on the Advisory Board of Orbital Insight, a Silicon Valley based Artificial Intelligence tech company where his work lies at the intersection of Big Oil and Big Data. He also serves on the Board of the New York Energy Forum and on the Business Committee of the US Association of Energy Economists (USAEE). He graduated with distinction from the University of Alberta with a Bachelor of Commerce in Finance and Economics.


12:00 - 12:30 PM Fireside chat with Energy Minister Sonya Savage

12:30 - 1:45 PM   Panel discussion and Q&A


This session is complimentary for all registrants. Registration is required for event link details.


We would be pleased to answer any questions you might have about The Energy Forum, Inc. or about this session. For updates, follow us on twitter @NYEnergyForum