The Energy Pragmatist: Ken Hersh on Commodity Cycles, Energy Security, and Investing Through Volatility
In this episode, legendary energy investor Ken Hersh reflects on building NGP into one of the most respected and influential firms in the energy industry, helping pioneer the modern energy private equity model. Now Chairman of HFI Capital Management, Ken shares his perspective on today’s energy markets, commodity cycles, geopolitics, and the long term opportunities emerging across the sector.
The conversation covers commodity cycles, the importance of backing great management teams, and how family offices can think about investing in energy during periods of uncertainty. Ken also discusses the impact of geopolitics on oil and gas markets, the future of US energy production, and why long term discipline matters more than short term price moves.
A thoughtful discussion on energy, investing, and navigating changing markets.
Watch the full episode to hear Ken’s views on energy markets, capital allocation, and the long term opportunities emerging across the sector.
These themes will be explored further at the New York Energy Investment Series at Nasdaq on 24 June, including discussions around family office strategies, energy security, global supply dynamics, natural gas demand growth, and investment strategy across the energy value chain.
If you are interested in joining the conversation, please get in touch:
Ben West: ben.west@pragma-energy.com
Amy Miller: amy.miller@pragma-energy.com
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