G2 Investment Group at the 2013 Milken Institute Global Conference

G2 Investment Group was recently a platinum sponsor at the 16th annual Milken Institute Global Conference in Beverly Hills, CA which was attended by more than 3,000 influential private and public sector decision-makers from around the globe, and was covered in-depth by leading international media outlets.

The conference produced insightful panel discussions, several of which featured G2 team members, including: (please click on the title link to see video clips of the panel)

• Todd Morley (Chairman & CEO of G2 Investment Group), featured in Reading the Tea Leaves: Where are Markets Headed?
• Maria Boyazny (Founder and CEO of MB Global Partners, a G2 sponsored fund) discussing Credit Markets: What’s Ahead
• Rick Grafton (CEO & CIO of Grafton Asset Management, and CEO of Grafton Energy Capital, a joint venture oil and gas merchant bank with G2) discussing Energy Infrastructure: Getting New Supply to Market Faster

US News and World Report summarized G2’s role at the Milken conference well saying:

The two words spoken most frequently here at the Milken Institute’s annual gathering of business leaders were “cautiously optimistic.” That’s how a variety of CEOs and financial titans view the outlook for the economy.

But not everybody thinks the Federal Reserve’s aggressive experiment with “quantitative easing” will end well. “It’s a zombie stock market, pumped up on steroids,” said Todd Morley, CEO of the G2 Investment Group during a panel discussion. “I just don’t think it’s a real market anymore.”
http://www.usnews.com/news/blogs/rick-newman/2013/05/02/beware-the-zombie-stock-market

Morley went on to explain G2’s view that when the Federal Reserve ends quantitative easing history could repeat itself. In the first half of 1973, inflation was minor – then it skyrocketed to 7 percent in a single month.

As US News and World Report explained:

The spike came after a decade of growth in the money supply, similar to what has happened during the last few years, and inflation ravaged the economy for the rest of the 1970s.

Following Morley’s comments at the Milken conference, Federal Reserve Bank of Dallas CEO & President, Richard Fisher, echoed his view saying, “No central bank anywhere on the planet has the experience of successfully navigating a return home from a place in which we now find ourselves.”

Please click on link to see video clip: http://www.cnbc.com/id/100720425.

Todd Morley warns “Beware the ‘Zombie Stock Market”

May 2, 2013

G2 Chairman & CEO, Todd Morley, quoted in U.S. News & World Report article on highlights from 2013 Milken Institute Global Conference.

http://www.usnews.com/news/blogs/rick-newman/2013/05/02/beware-the-zombie-stock-market

Rick Grafton on Milken Institute Conference “Energy Infrastructure: Getting New Supply to Market Faster” panel

G2 partner Rick Grafton, CEO of Grafton Asset Management, featured at the 2013 Milken Institute Global Conference on the panel “Energy Infrastructure: Getting New Supply to Market Faster”.

Maria Boyazny on Milken Institute Conference “Credit Markets: What’s Next?” panel

MB Global Partners CEO Maria Boyazny featured at the 2013 Milken Institute Global Conference on the panel “Credit Markets: What’s Next?”

Todd Morley on Milken Institute Conference “Reading the Tea Leaves” panel

G2 Investment Group Chairman & CEO Todd Morley featured at the 2013 Milken Institute Global Conference on the panel: “Reading the Tea Leaves: Where Are Markets Headed?”

Maria Boyazny on Business News Network

October 2, 2012

Maria Boyazny was recently featured on the Headline show of the Business News Network in Canada discussing opportunities in the credit markets.

http://watch.bnn.ca/headline/october-2012/headline-october-2-2012/#clip774707

Patrick Mitchell appearing on “Bloomberg Rewind” – Bloomberg TV

August 29, 2012
Patrick Mitchell of Northern Gulf Partners discusses investment opportunities in Iraq with Bloomberg TV’s Matt Miller
http://www.businessweek.com/videos/2012-08-29/would-you-bank-on-iraqs-future

Bartle Bull discusses “What Syria’s Rebels Need” – New York Times

August 14, 2012
Bartle Bull, founding partner at Northern Gulf Partners, travelled to Syria for an inside look at the escalating conflict
http://www.nytimes.com/2012/08/15/opinion/what-syrias-rebels-need.html?_r=3&ref=opinion

Maria Boyazny appearing on “After the Bell” – Fox Business

July 31, 2012

MB Global Partners CEO Maria Boyazny on the risks associated with investing in high yield securities.

http://www.foxbusiness.com/on-air/after-the-bell/index.html#/v/1764261719001/can-investors-make-money-in-junk-bonds-loans/?playlist_id=87062

 

Forbes Private Capital Group Announces Final Closing of $1.0 Billion Kerogen Energy Fund

FOR IMMEDIATE RELEASE:
July 24, 2012

Forbes Private Capital Group Announces Final Closing of $1.0 Billion Kerogen Energy Fund

Investments to Capitalize on Rising Oil & Gas Demand from China and South/Southeast Asia

NEW YORK–Forbes Private Capital Group (Forbes) announced today the final closing of Kerogen Energy Fund, L.P. (“the Fund”) an energy private equity fund managed by Hong Kong-based Kerogen Capital (“Kerogen”) with capital commitments in excess of $1.0 billion. Forbes managed and advised on the global distribution of the fund. Forbes is the wholly-owned distribution business of G2 Investment Group (“G2”).

The Fund provides growth and development capital to junior upstream oil and gas companies focused on international emerging oil and gas basins and unconventional assets. Ivor Orchard, executive chairman, and Jason Cheng, managing partner, founded Kerogen and have worked together for over a decade in the energy and natural resources sector. The Fund will primarily invest in geographies of strategic importance to Asian demand, particularly China, which is expected to account for over 50 percent of the net increase in world oil demand over the next 25 years according to the International Energy Agency.

Todd Morley, founder and chairman of G2 Investment Group, commented, “Energy is a major focus for G2 as we believe the global energy markets are technically and fundamentally mispriced. The world has run out of easily accessed oil, and surging demand in Asia will require new and expanding capital to invest with A+ management teams. We are excited to partner with Kerogen on one of the few private equity energy funds focused on opportunities outside North America. Kerogen’s specialized industry experience, regional focus and relationships provide significant competitive advantages for our investors.”

Jason Cheng added, “We’re very pleased with the positive reception to Kerogen by Limited Partners internationally. We believe the Fund is well-positioned to capitalize on many attractive investment opportunities within our pipeline of internationally focused junior upstream companies.”

Kerogen has already completed two investments including:
· AJ Lucas Group Limited (“AJ Lucas”), a leading drilling services company in Australia that holds a 43% interest in Cuadrilla Resources Holdings Limited (“Cuadrilla”). Cuadrilla is a first mover in the European shale gas industry and holds an extensive portfolio of prospective shale gas acreage across Europe, including acreage in the Bowland shale in Lancashire, UK, with an estimated gas in place of over 200 trillion cubic feet; and
· NewAge (African Global Energy) Limited (“NewAge”), a private upstream company with a focus on emerging basins with significant potential for oil and gas discoveries within sub-Saharan Africa and Kurdistan. NewAge is led by Steve Lowden, the former President of Marathon International. To date, the company has built a portfolio of 11 blocks across four countries.

“Investors participating in the Fund include some of the largest endowments and foundations in the United States, family offices, an affiliate of a Middle Eastern sovereign wealth fund, funds of funds and Asian investors in Singapore and China” said David Conrod, managing partner of G2 and president of Forbes Private Capital Group.

Conrod added, “Fund investors understood the opportunity and demand for energy in non-North American emerging basins, especially in countries where there is a China nexus.”

Media Contact:

Jeff Zelkowitz
+1 646 218 8744
jzelkowitz@apcoworldwide.com

About Kerogen

Kerogen Capital Limited (“Kerogen Capital”) is an independent private equity fund adviser with offices in Hong Kong and London. It advises the Kerogen Energy Fund, L.P., which specializes in providing growth and development capital to junior companies in the energy and energy-related sectors. Kerogen Capital is led by Ivor Orchard, former Head of the Energy & Natural Resources Group in Asia Pacific for J.P. Morgan, and Jason Cheng, also formerly of J.P. Morgan.

About Forbes Private Capital Group

Forbes Private Capital Group (“FPCG”) is the leading independent global placement and advisory firm focusing on private partnerships in private equity, hedge funds, credit, real estate, real assets and opportunistic strategies in both developed and emerging markets. FPCG represents a dynamic new partnership between G2 and Forbes Financial Services, LLC, a division of Forbes Media, which combines the world class financial services brand of Forbes with the global distribution expertise of the G2 fundraising team. This partnership provides FPCG with an unrivaled network of ultra high net worth and institutional investor relationships that will serve as an invaluable resource in the capital raising process.

About G2 Investment Group

G2 Investment Group, LLC is a private investment firm established in 2009. G2 provides investment management, private capital formation and advisory services to families and institutional investors. G2 partners with investment professionals and an international network of sophisticated, active and liquid investors to form private investment partnerships. The firm is currently active in credit dislocation and natural resource strategies. It is owned by its management and several high net worth families from around the world.

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