Investcorp Credit Management BDC’s proposed merger with BCP illustrates why advisors should distinguish a transaction’s NAV-based exchange formula from the market value of the consideration received.
WEBINAR
Oil and Gas Investing: What Advisors Should Know Before Allocating
November 17 @ 4:00 pm - 5:00 pmThis conversation will explore oil and gas investing through an advisor’s lens, including potential opportunities, risks, and key questions to ask when evaluating an investment.
Moderator(s): Rizwan Ibrahim
Panelist(s): Arthur Loyd, Craig H. von Peters, James Lee, James Woods, Richard Loomis
What should advisors examine before allocating to a private oil and gas drilling program?
Join Blue Vault for an educational panel discussion moderated by Rizwan Ibrahim, CFA, CAIA, CIPM, CFP®, Senior Vice President at Magnolia Private Wealth, with representatives from Purified Resource Partners, Citizen Energy Ventures, and Eagle Eye Funds.
The discussion will provide a practical due-diligence framework for evaluating operated and non-operated U.S. oil and gas drilling programs, assessing sponsors, and understanding how these investments may fit within a diversified portfolio.
Topics will include:
• Sponsor evaluation: Experience, capabilities, incentives, and evidence of performance.
• Program structure: What investors own and how operated and non-operated approaches differ in control, costs, and investment exposure.
• Risk and diversification: Commodity prices, drilling and production risks, and diversification across basins, operators, and commodities.
• The investor experience: Distribution timing, investment duration, potential exits, capital recovery, and projected versus realized results.
• When to walk away: Sponsor and program characteristics that warrant further scrutiny or declining an investment.
The session will include audience polling and time for questions.
Tuesday, November 17, 2026 | 4–5 p.m. ET
A replay will be available afterward for industry professionals.
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to industry professionals on-demand.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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