Ryan Thompson

• Underwrote over $430 million of oil and gas investments – initial screening, due diligence, financial modeling, deal structuring, documentation, and evaluation of exit strategies

• Strong investment fund performance (2018 vintage ranked in the upper quartile according to benchmarking from Cambridge Associates, LLC)

• Managing investments including sitting on the board of directors and advising in the areas of A&D, ESG, accounting, strategic planning, risk management, capital budgeting, and raising capital

• Prepare quarterly and annual reports, management discussion and analysis, fair valuing investments, post-investment monitoring, and presentations

• Strong understanding of the technical aspects in evaluating oil and gas assets and plays

• Participation in marketing presentations and responding to ad-hoc requests from limited partners

• Prepare marketing materials such as private placement memorandums, term sheets, presentations, and due diligence portals

• Co-ordinate legal documentation with counsel on closing deals (i.e., arrangement agreements, employment contracts, investment agreements, and subscription documents)

• Publishing Analyst with comprehensive reports on oil and gas companies (exploration & production and oil sands), conventional and unconventional plays, peer-company comparisons, A&D, hedging, and macro-related topics

• Created and maintained complex financial models including historic and forecasted financial statements, A&D, accretion and dilution analysis, net asset value calculations, relative valuation and single-well and development economics

• Gained an in-depth understanding of the engineering, geological and financial characteristics to be successful in analyzing oil and gas assets as well as plays

• Developed and maintained sector-specific databases on public company comparatives, precedent transactions, hedging portfolios, financings, and well data

• Participation in marketing presentations and jointly responsible for a book of Canadian- and U.S.-based clients

• Responsible for training and managing associates and delegating requests from executives

• Provided clients with financial advice and consultation on investments and debt management

• Responsible for a sales target of $5.0 million per annum

• Maintained broad knowledge of all financial planning products and strategies involved in various investment strategies, debt management, retirement needs, and estate planning

• Prepared and conducted seminars on financial solutions and investment management to staff