Toby Loftin's guest appearances

Toby Loftin

Family Office Podcast - Private Investor & Investment Insights

Valuewalk's ValueTalks

Dave Zook

Jeff Dorman

Vanessa Peters

Nolan Bauerle

Charlie Munger

Richard C. Wilson

Kevin Kelly

Chris White

Keith Smith

Bill Browder

Nassim Nicholas Taleb

Gregory Zuckerman

Kevin Harrington

Guy Davis

Jeremy Schwartz

OwlTail

Member Spotlight Interview with Toby Loftin from BP Capital Fund Advisors, LLC

Trip Rogers

BP Capital Funds Insights: https://www.bpcfunds.com/insights/ 1:37 – How was the launch of your first ETF? 4:19 – Can you walk me through the process on how you construct and select for the ETF?10:14 – Can you talk more about the energy value chain and metrics you look at?13:54 – Can you talk about an idea or company in your portfolio?20:39 – Can you talk about more on how the US can potentially be a net exporter in the coming years?22:29 – How has the US shale production affected that and the new technology?24:21 – How do you construct your portfolio to include all aspects of the energy value chain and how do you position your best ideas?26:25 – Do you keep the portfolio fairly diversified or concentrated?27:46 – What has driven the oil price movement?31:49 – What should investors be aware in regards to oil prices and those misconceptions?33:54 – Can you talk about the company level execution risk? Are they temporary and can they be fixed?39:39 – When you visit the oil sites, can you share some stories of your experiences? 42:39 – What are your guys’ favorite hobbies?49:00 – What are your favorite books? 50:08 – What are your closing thoughts?Enjoy and thanks for the listen!

BP Capital Funds Insights: <a href="https://www.bpcfunds.com/insights/" rel="nofollow" target="_blank">https://www.bpcfunds.com/insights/</a> 1:37 – How was the launch of your first ETF? 4:19 – Can you walk me through the process on how you construct and select for the ETF? 10:14 – Can you talk more about the energy value chain and metrics you look at? 13:54 – Can you talk about an idea or company in your portfolio? 20:39 – Can you talk about more on how the US can potentially be a net exporter in the coming years? 22:29 – How has the US shale production affected that and the new technology? 24:21 – How do you construct your portfolio to include all aspects of the energy value chain and how do you position your best ideas? 26:25 – Do you keep the portfolio fairly diversified or concentrated? 27:46 – What has driven the oil price movement? 31:49 – What should investors be aware in regards to oil prices and those misconceptions? 33:54 – Can you talk about the company level execution risk? Are they temporary and can they be fixed? 39:39 – When you visit the oil sites, can you share some stories of your experiences? 42:39 – What are your guys’ favorite hobbies? 49:00 – What are your favorite books? 50:08 – What are your closing thoughts? Enjoy and thanks for the listen!

This Isn't Your Father's Energy Sector with Toby Loftin and Trip Rogers

Good morning listeners,Today is a very special episode. I have Toby Loftin, managing principal and founder of BP Capital Fund Advisors. We discuss the various parts of the energy sector like the value chain and end users. We also discuss his time with T. Boone Pickens. Below is an excerpt on his time with T. Boone Pickens. ‘I tell you what, the first day I got there, April 1st 2010, I was sitting at my desk and I was nervous and he came walking down the hallway to start the first investment committee meeting. As I heard him coming I popped up out of my seat, he stopped and looked me in the eye and said “are you making any money yet?” I said sir I am getting to it. That is what we are doing, we are preparing. He is constantly thinking about ways to profit and he is extremely committed to winning. In business he is committed to studying the energy markets and knowing it better than anyone else. He calls it being an inch wide and a mile deep. That is sort of what we are. You know his view is to outwork the competition, not necessarily by the amount of hours you work but by deep familiarity by your domain of expertise. Always do your homework. Be a good teammate and partner. Do what you say you are going to do. Trust your teammate and work together. It all comes together. Its like the fruit of the labor when it is genuine and that is how I describe Boone and the firm. He is also a great storyteller. You have probably seen him in different venues and man he can tell a story. He can deliver it with the best of them. He is also a great joke teller which he tells on air sometimes. In the office he is hilarious. He is better than anyone I know in terms of telling a joke. Some of the quotes he said that I love he said over the years. You can be “dead right and dead”. So timing and your level of exposure is crucial. The other one I love is “the best time to plant a tree was 20 years ago but if you didn’t the second best time to plant a tree is now.” So in other words start early and build carefully. That is what we have been doing for the last couple of years at Twinline and the new RIA, called BP Capital Fund Advisors.’1:36 – How did you get started in the industry and what caught your interest?3:38 – So you worked alongside T Boone Pickens, how was that experience and what are some key lessons you learned from him?5:53 – How would you define and characterize your investment philosophy?8:07 – How would you define and manage risk?11:35 – What is BOON and how are you guys building a better energy ETF for investors?15:45 – What is the problem with the other energy ETFs and how does BOON address those issues?17:47 – Can you describe to me the energy value chain and the misconceptions?21:40 – Can you talk more about the demand side and the companies you look for in the demand side?24:40 – What are your favorite books?25:57 – Closing thoughtsEnjoy and thanks for the listen!

Good morning listeners, Today is a very special episode. I have Toby Loftin, managing principal and founder of BP Capital Fund Advisors. We discuss the various parts of the energy sector like the value chain and end users. We also discuss his time with T. Boone Pickens. Below is an excerpt on his time with T. Boone Pickens. ‘I tell you what, the first day I got there, April 1st 2010, I was sitting at my desk and I was nervous and he came walking down the hallway to start the first investment committee meeting. As I heard him coming I popped up out of my seat, he stopped and looked me in the eye and said “are you making any money yet?” I said sir I am getting to it. That is what we are doing, we are preparing. He is constantly thinking about ways to profit and he is extremely committed to winning. In business he is committed to studying the energy markets and knowing it better than anyone else. He calls it being an inch wide and a mile deep. That is sort of what we are. You know his view is to outwork the competition, not necessarily by the amount of hours you work but by deep familiarity by your domain of expertise. Always do your homework. Be a good teammate and partner. Do what you say you are going to do. Trust your teammate and work together. It all comes together. Its like the fruit of the labor when it is genuine and that is how I describe Boone and the firm. He is also a great storyteller. You have probably seen him in different venues and man he can tell a story. He can deliver it with the best of them. He is also a great joke teller which he tells on air sometimes. In the office he is hilarious. He is better than anyone I know in terms of telling a joke. Some of the quotes he said that I love he said over the years. You can be “dead right and dead”. So timing and your level of exposure is crucial. The other one I love is “the best time to plant a tree was 20 years ago but if you didn’t the second best time to plant a tree is now.” So in other words start early and build carefully. That is what we have been doing for the last couple of years at Twinline and the new RIA, called BP Capital Fund Advisors.’ 1:36 – How did you get started in the industry and what caught your interest? 3:38 – So you worked alongside T Boone Pickens, how was that experience and what are some key lessons you learned from him? 5:53 – How would you define and characterize your investment philosophy? 8:07 – How would you define and manage risk? 11:35 – What is BOON and how are you guys building a better energy ETF for investors? 15:45 – What is the problem with the other energy ETFs and how does BOON address those issues? 17:47 – Can you describe to me the energy value chain and the misconceptions? 21:40 – Can you talk more about the demand side and the companies you look for in the demand side? 24:40 – What are your favorite books? 25:57 – Closing thoughts Enjoy and thanks for the listen!

Did we make any money yet? Toby Loftin - BP Capital Fund Advisors