Natural Resources >> Analyst Interviews >> July 21, 2022

Despite Near-Term Volatility, Renewables Hold Long-Term Promise

Webber, Michael
Michael Webber, CFA, co-founded Webber Research & Advisory and Armistead Street Capital Partners in 2019, and has spent the past 15 years in energy infrastructure, renewables and transportation finance. Mr. Webber was previously a Managing Director & Head of LNG, Shipping & Equipment Leasing Research at Wells Fargo, prior to which he was a senior member of the Transportation Equity Research team at Deutsche Bank. Mr. Webber was named to Institutional Investor’s (I.I.) All-America Research Team for six consecutive years, finishing as the #1-ranked Shipping & LNG analyst in 2019, 2018, 2017, 2016 and 2015, and part of the #1-ranked Natural Gas team in 2019. In 2020, Webber Research & Advisory finished as runner up, and was the only new research platform to receive ranked I.I. recognition across any of the survey’s 60+ sectors. Mr. Webber was named the sector’s best stock picker by the FT in 2013, #2 in 2012, named in Business Insider’s Rising Stars of Equity Research Under 35 in 2017, and is a NAMEPA award winner for his work in ESG. He graduated from the University of Virginia in 2004. Profile
Wasikowski, Greg
Greg Wasikowski, CFA, is a Senior Analyst, Associate Partner and Co-Founder of Webber Research & Advisory, with a focus on renewables, infrastructure and alternative fuels. Mr. Wasikowski helped lead Webber Research to a runner-up finish in Institutional Investor’s (I.I.) 2020 All-America Research Team, becoming the only new platform to receive ranked I.I. recognition across any of the survey’s 60+ sectors. Prior to co-founding Webber Research & Advisory, Mr. Wasikowski was a senior member of the #1 I.I.-ranked Wells Fargo LNG, Shipping & Equipment Leasing team in 2019, 2018, and 2017, with a focus on energy infrastructure and shipping. Mr. Wasikowski began his career as an accounting consultant for RSM, a global leader in audit, tax and consulting services, where he focused on middle-market, growth-focused organizations in the U.S. Mr. Wasikowski was a student athlete at Bucknell University, where he majored in Accounting and Financial Management while also captaining Bucknell’s Division 1 baseball team. Mr. Wasikowski is also a CFA Charterholder. Profile
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TWST: Please introduce Webber Research and tell us a little bit about the sectors and subsectors you focus on.

Mr. Webber: We cover