We had the pleasure of speaking with MOI Global instructor Glenn Surowiec of GDS Investments about the dislocations and opportunities he sees in the energy sector as a result of the coronavirus and the sharp drop in oil prices.
Glenn discussed his investment theses on Exxon Mobil (NYSE: XOM) and Schlumberger (NYSE: SLB), among other companies.
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Glenn Surowiec founded GDS Investments in 2012. From 2001 to 2012, he worked for Alsin Capital Management, Inc. as an equity research analyst (2001-2003), co-portfolio manager (2003-2008), and portfolio manager (2008-2012). Before joining ACM, Glenn worked for Enron Corp. as a derivatives structuring manager, and for Commerce Bancorp (now TD Bank) as a real estate credit analyst.
Glenn has a B.A. in Management (Accounting concentration) from Gettysburg College and an MBA (Finance concentration) from Southern Methodist University. He graduated in the top 10% of his MBA class and participated in study-abroad programs both as an undergraduate (Seville, Spain) and graduate student (Melbourne, Australia). Glenn’s interests (outside investing) include running, cycling, golfing and spending time with his wife and three teenage boys.
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