Overview

The offshore drilling industry appears to be in the early stages of recovery as oil and gas producers look to replenish inventories after a multi-year downturn that sent several rig contractors into bankruptcy. Join Bloomberg Intelligence and Westwood for an in-depth overview of the industry from the fundamental, investment, technological and ESG perspectives. This live event will include presentations by research analysts from BI and Westwood, as well as networking opportunities.

Agenda

8:00 AM – 8:30 AM

Registration & Breakfast

8:30 AM – 8:45 AM

Welcome and Introduction
– Gareth Hector, Group Head of Marketing Strategy – Westwood Global Energy Group
– Roger Thomson, Regional Marketing Analyst, AMER Region – Bloomberg Intelligence

8:45 AM – 9:05 AM

International Overview
– Teresa Wilkie, Research Director, RigLogix – Westwood Global Energy Group

9:05 AM – 9:25 AM

Americas Overview
– Terry Childs, Head of RigLogix – Westwood Global Energy Group

9:25 AM – 9:45 AM

Exploration Overview
– Brett Gibbs. Equity Research Analyst, Energy and Agriculture – Bloomberg Intelligence

9:45 AM – 10:00 AM

Coffee Break

10:00 AM – 10:30 AM

Fireside Chat
– Scott Levine, Senior Energy and Industrial Services Industry Analyst – Bloomberg Intelligence
– Roddie Mackenzie, Executive Vice President and Chief Commercial Officer – Transocean

10:30 AM – 10:45 AM

ESG Overview
– Rob Du Boff, Senior ESG Analyst – Bloomberg Intelligence

10:45 AM – 11:00 AM

Group Q&A and Conclusion

Speakers

Photo of Terry Childs

Terry Childs

Head of RigLogix
Westwood Global Energy Group

Terry is Head of RigLogix and is responsible for leading the research and insights into the worldwide offshore rig market.

Terry has 35+ years of experience tracking and writing about the offshore rig market within various research focused roles and direct with the rig contractors. Terry started his career with IHS-Petrodata legacy company Offshore Data Services, followed by a period marketing rigs for ENSCO in the Gulf of Mexico. Terry then returned to the market intelligence side of the business, with further positions at DrillingInfo and RigData before joining the RigLogix team within Rigzone in December 2014 leading the operations of the Data Services group through to the acquisition of RigLogix by Westwood Global Energy Group in February 2018.

Photo of Rob Du Boff

Rob Du Boff

Senior ESG Analyst
Bloomberg Intelligence

Rob Du Boff is a senior analyst for Bloomberg Intelligence, focusing on Environmental, Social and Governance (ESG) research. He is a also a product manager for Bloomberg’s recently released ESG Governance Scores.

He joined BI from JUST Capital, a non-profit that ranks the largest U.S. public companies on ESG priorities. Previously, he worked for over a decade on Wall Street as an equity research analyst, most recently as a senior oil & gas analyst at Oppenheimer & Co. He also worked at Millennium Partners and Merrill Lynch covering energy, basic resources, and retail.

Rob holds a bachelor’s degree in economics from the University of Chicago and an MBA in finance and accounting from NYU’s the Leonard N. Stern School of Business. He also holds the Chartered Financial Analyst designation.

Photo of Brett Gibbs

Brett Gibbs

Research Analyst, Energy and Agriculture
Bloomberg Intelligence

Brett Gibbs is an Equity Research Analyst for Bloomberg Intelligence covering Renewable Fuels. Previously he was a Sr. Associate Analyst covering Integrated Oils and Refiners in the Americas for over three years. Brett has followed the most important offshore basins in the world, including Brazil’s pre-salt, Guyana, the Gulf of Mexico, and Eastern Canada.

Photo of Gareth Hector

Gareth Hector

Group Head of Marketing Strategy
Westwood Global Energy Group

Gareth is responsible for marketing strategy, planning and implementation, working across all Westwood’s market sectors and solutions. Gareth’s marketing and commercial experience spans almost 25-years, predominantly spent focused on energy and natural resources markets across the globe.

Having started his career in regional press, Gareth further developed his early sales and marketing skills agency side, before stepping into B2B publishing working for leading industry publishers and market intelligence providers, whilst also building an impressive portfolio as a professional photographer.

At Westwood, Gareth has led the Company’s brand and content evolution since 2018 and works closely with market leads and industry partners to promote, explain and provide detailed insights into the upstream energy market.

Photo of Scott Levine

Scott Levine

Senior Energy and Industrial Services Industry Analyst
Bloomberg Intelligence
Scott Levine is the senior Energy and Industrial Services Industry Analyst for Bloomberg Intelligence. He joined BI in 2016 after spending over fifteen years on the sell-side covering energy, industrial and technology stocks for JP Morgan, UBS and Imperial Capital. He has a BS in Finance from Lehigh University and an MBA from New York University.
Photo of Roddie Mackenzie

Roddie Mackenzie

Executive Vice President and Chief Commercial Officer
Transocean Ltd.

Named to his current position in February 2022, Mr. Mackenzie is responsible for identifying innovative technologies that create demonstrable value for Transocean’s customers and differentiate Transocean from its competitors in addition to leading Transocean’s Marketing organization. Mr. Mackenzie served previously as Senior Vice President, Marketing, Innovation and Industry Relations; Vice President, Marketing and Contracts; Managing Director, Business Development and Strategic Accounts, and as a Marketing Director with increasing roles of responsibility in the United States, France, and Dubai. He brings over 20 years of industry experience and prior to his time in Marketing, Mr. Mackenzie served in various operational and project roles around the globe, starting his career at Transocean as a rig-based engineer in 1997. He has worked on all manner of drilling rigs in Algeria, Nigeria, Cameroon, Angola, Brazil, and the US Gulf of Mexico.

Mr. Mackenzie currently serves as Vice President for Offshore Division of the International Association of Drilling Contractors and on various committees for the Offshore Energy Center.

Mr. Mackenzie graduated from the Harvard Business School Advanced Management Program in 2016 and received his bachelor’s degree from the University of Strathclyde in Civil Engineering with Environmental Studies in 1997.

Roger Thomson

Regional Marketing Analyst, AMER Region
Bloomberg Intelligence
Photo of Teresa Wilkie

Teresa Wilkie

Research Director, RigLogix
Westwood Global Energy Group

Teresa is Research Director of RigLogix and is focused on developing new rig analytics products, whilst also continuing to track and analyse the offshore rig market as part of the RigLogix team.

With over a decade of experience under her belt as an analyst and product manager in the energy industry, Teresa returned to Westwood Global Energy Group following a previous four-year tenure working across the suite of rig intelligence services.

Alongside her legacy with the Group, Teresa brings considerable expertise from her time at IHS-Markit and Esgian (Bassoe Offshore), predominantly focused on the offshore rig market alongside several years’ experience tracking the subsea vessel and accommodation rig markets.

Teresa was heavily involved with the development of an offshore rig emission tracking and estimating product in her previous role.

When & Where

Tuesday, September 12, 2023
8:00 AM – 11:00 AM

Bloomberg L.P.
120 Park Avenue
New York, NY 10017
22 MPR

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