Halkin is very pleased to welcome back Adam Rozencwajg, managing partner of New York-based natural resources investor Goehring and Rozencwajg. G&R use original research to uncover value in commodities and natural resource equities. Since 2017, they have managed the G&R Global Natural Resources Strategy fund.
Adam will present a contrarian view of the outlook for US oil and natural gas, arguing that shale production is close to a geological peak. He will also address President Trump’s nuclear revolution and the implications for uranium.
Adam Rozencwajg serves as Managing Partner at Goehring & Rozencwajg Associates. He has 18 years of investment experience. Between 2007 and 2015 Adam worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh Goehring. Prior to joining Chilton Investment Company, Adam worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. Adam holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University and is a CFA charter-holder.