#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality

<p>In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ process for investing in onshore US oil & gas mineral rights and royalty interests.</p> <p>They get into sourcing opportunities, some detail on the royalty model, the role hedging plays in managing risk, and the balance of commodity exposure in the portfolio.</p> <p>As the conversation winds down, the pair walk through an actual example of how an acquisition played out, as well as Derren’s thoughts on the energy market.</p> <p>All this and more in episode 205, including Derren’s most memorable investment.</p>