WEBINAR

Rethinking Oil and Gas in the Advisory Toolkit
April 15 @ 2:00 pm - 3:00 pm

Understand how private investments in oil and gas are creating opportunities for advisors to consider for their client portfolios.

Moderator(s): Rizwan Ibrahim
Speaker(s): James Lee, Sam Irvani, Tyler Hurlburt

Energy markets are evolving—and with them, the role oil and gas investments may play in diversified portfolios. Private energy investments are drawing renewed attention from advisors seeking income potential, inflation sensitivity, and diversification beyond traditional asset classes.

In this webinar, we’ll explore how private oil and gas investments fit within today’s investment landscape and what advisors should consider when evaluating these opportunities for client portfolios. Topics will include current market dynamics, potential portfolio benefits, and practical considerations when assessing private energy investments.

The discussion will be moderated by Rizwan Ibrahim, Senior Wealth Advisor at Accretive Wealth Management and will feature insights from industry experts James Lee, Partner at Purified Resource Partners, Sam Irvani, Chief Investment Officer & Partner at Waveland Energy Partners, and Tyler Hurlburt, Director of Investor Relations at Energea, who will share perspectives on the evolving energy landscape and how advisors are approaching these opportunities with clients.

Join us for a timely conversation designed to help financial advisors better understand this segment of the energy market and how it may complement broader portfolio strategies.

Q&A session to follow. Register today!

Register Now

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. Learn more about why you should become a Blue Vault member today.

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.

Featured Speakers

Rizwan Ibrahim
Senior Wealth Advisor, Accretive Wealth Management 

James Lee
Partner, Purified Resource Partners

Sam Irvani
Chief Investment Officer & Partner, Waveland Energy Partners

Tyler Hurlburt
Director of Investor Relations, Energea

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