Mark Viviano

Kimmeridge

Managing Partner & Portfolio Manager

Mark Viviano is a Managing Partner and lead Portfolio Manager on the public investment team. Prior to joining Kimmeridge, Mr. Viviano spent 17 years at Wellington Management Company, with over 15 years focused on portfolio management and research analysis on companies in the energy sector, including E&Ps and global natural resources. Mr. Viviano has an undergraduate degree in Economics from Hamilton College and a Master of Science degree from Boston University with High Honors. He is a CFA Charterholder.

Sessions With Mark Viviano

Tuesday, 8 March

  • 11:40am - 12:30pm (CST) / 08/mar/2022 05:40 pm - 08/mar/2022 06:30 pm

    Future of North American Oil & Gas Supply: Returns, growth, or both?

    Finance & Investment/Trading & Risk Management/ESG

    The intense economic distress of the COVID pandemic created a near-death experience for North American oil and gas companies. Yet it also accelerated a change in the shale business model—a change that produced dramatic returns as prices rose in 2021. Can the shale business model really deliver through the entire cycle—what are the biggest risks for failure? Are current valuations fair and how will the North American system react to rising prices? How should companies think about the tradeoff between reinvestment and returning cash to shareholders? What is the "right" way to return cash to the "right" shareholders? What role will private capital play in future energy investment? How do companies and financiers square the ambition, policies, and investor demand for new energies with the current reality of the hydrocarbon world?