Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)

Capital Allocators – Inside the Institutional Investment Industry

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Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path to the energy sector and founding of Grey Rock, the ongoing need for natural resources, and the identification of dislocations that create niche opportunities. We turn to Grey Rock’s own ‘energy transition’ intended to resolve ESG pressures while meeting client return objectives, including the overcapitalization of most renewable strategies, discovery of an attractive niche in carbon capture, and complexity in making it work.

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