Mr. Zusman is the Co-founder, Managing Partner, and Chief Investment Officer for Talara. David has 20 years of private and public, equity and debt investment experience in energy and other real asset sectors. David has significant expertise in sourcing, structuring, managing, and exiting oil and gas investments, serving on numerous energy company boards.
Prior to Talara, David was a Partner of Perella Weinberg Partners where he managed a public long/short investment portfolio focused on energy and real asset sectors. David also originated and diligenced distressed investments in private oil and natural gas properties as a consultant for Perella.
Previously, David was a Partner at BrightStream Asset Management, a Managing Director at North Sound Capital, and a Senior Analyst at Valenzuela Capital Partners where he focused on public and private investments predominantly in the energy sector.
David’s investment career began at Credit Suisse, where he was an Equity Research Associate covering the energy industry. In 1999, he was listed by Institutional Investor Magazine as a best up-and-comer in the natural gas industry.
David earned a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia. He has since been a guest finance lecturer at the McIntire School.
Mr. Heyman is the Co-founder, Partner, and Director of Research for the Public Investment Strategies of Talara. Andrew has 16 years of investment experience with a focus on energy and other real asset sectors across equity and debt securities. Andrew has significant expertise in managing client portfolios as well as in business development.
Prior to Talara, Andrew was a Managing Director at MLH Capital, a value-oriented hedge fund and family office. He focused on investments in the industrial, materials, and energy sectors. Andrew invested in both the equity and debt of publicly traded businesses.
Andrew’s investment career began at Goldman Sachs & Company where he was an Associate in the Private Wealth Management Group. He managed equity and fixed income investments for high net worth families.
Andrew earned a J.D. from Harvard Law School and a B.S. in Industrial and Labor Relations from Cornell University. Andrew grew up in Virginia, Haiti, and Peru.
Mr. Gutke is a Managing Director for Talara’s Private Investment Strategy. Jeff has 22 years of energy experience spanning private equity, structured finance, A&D, investment banking, operations, and engineering. Jeff has significant experience in sourcing, structuring, executing, managing, and exiting energy investments and has had board level involvement with over 20 upstream energy companies.
Prior to Talara, Jeff was a Director at Denham Capital Management where he oversaw the execution of all critical transactions across the oil and gas investment portfolio. Jeff was a senior member of Denham’s investment team from the firm’s inception.
Previously, Jeff was a Manager with J.M. Huber Corporation, a Manager with Aquila Energy Capital Corporation, and an Associate with Jefferies & Company where he focused on public and private investments in the energy sector.
Jeff’s career began at ExxonMobil, where he was a Senior Project Engineer focused on drilling, reservoir and production engineering throughout the U.S.
Jeff earned a B.S. in Mechanical Engineering, Summa Cum Laude, from Brigham Young University and a Masters in Business Administration from Tulane University, where he graduated at the top of his class.
Mr. Taub is a Director & Portfolio Manager for Talara’s Public Investment Strategies. Adam has 15 years of investment experience in real asset sectors with a focus on industrials, materials, logistics, and resources.
Prior to Talara, Adam was a Principal at Matrix Capital Management, a multi-billion dollar equity long-short fund in the Boston area. Previously, Adam was a Director at Perella Weinberg Partners working on David Zusman’s investment team. Adam’s research focused on industrials, materials, logistics, and business services.
Previously, Adam was a Senior Associate at Oak Hill Capital Management, where he was a member of the investment team responsible for investing Oak Hill’s flagship multi-billion dollar private equity fund. Adam sat as a board observer for several industrial and real asset portfolio companies.
Adam started his career as an investment banking Analyst at Lehman Brothers in New York within the Global M&A and Industrial Groups. Adam worked on transactions in the automotive parts and waste services industries.
Adam earned an A.B. in economics, cum laude, from Harvard College.
Mr. Young is a Director for Talara’s Private Investment Strategy. David has 15 years of distressed and restructuring experience with a focus on the energy sector. David has significant expertise in work-outs, bankruptcy, and corporate distress, serving on numerous credit committees and boards.
Prior to Talara, David led the operational restructuring and served as Chief Financial Officer for Kitewire. During his tenure, the firm was recognized by Inc. 500 Magazine as one of the fastest growing private companies in the US.
Prior to that, David was a Senior Managing Director and co-head of credit and illiquid investments at Courage Capital Management. While at Courage Capital, David served as a director of distressed credit investments and led the firm’s launch of two closed-end credit investment vehicles.
Previously, David was a Senior Analyst and one of the founding professionals at Kramer Capital Partners, a middle-market investment banking firm primarily focusing on distressed credit and restructurings. The firm was later acquired by Perella Weinberg Partners, at which point David became one of the founding professionals of Perella Weinberg Partners’ financial restructuring advisory practice.
David began his career at Houlihan Lokey Howard & Zukin Investment Bank as an Analyst concentrating on distressed M&A, valuation, and financial restructuring activities.
David received a B.S. in Commerce with concentrations in Finance and International Business from the McIntire School of Commerce at the University of Virginia where he graduated with distinction.
Mr. Bakanauskas is a Vice President for Talara’s Public Investment Strategies. Bob has 13 years of investment experience in real asset sectors with a focus on oil and gas E&P, oil services, midstream infrastructure, and refining.
Prior to Talara, Bob was an Analyst at Cobalt Capital, a multi-billion dollar New York hedge fund. At Cobalt, Bob analyzed and conducted field research on publicly-listed companies across the entire energy supply chain.
Previously, Bob was a Managing Director at ISI Group on the integrated oil and refining team. The group was led by Doug Terreson, who has been ranked as Institutional Investor’s #1 or #2 Integrated Oil Analyst 15 times. Bob’s primary responsibilities included covering Canadian oil & gas companies, integrated oil and refining companies, and oil macro research.
Previously, Bob worked at Barclays Capital as an Assistant Vice President for the E&P team. The team was led by Tom Driscoll, who is consistently ranked in the top 3 for Institutional Investor’s All-American Research Team. Bob was involved in all aspects of running the E&P franchise and natural gas macro-analysis.
Bob began his career at Brown Brothers Harriman, where he was an Associate on the Core Select investment team.
Bob earned a B.S. from Syracuse University and is a CFA Charterholder.
Ms. O’Shea is Talara’s Chief Financial Officer and Chief Compliance Officer. Sharon has 22 years of operations experience managing all aspects of fund formation, accounting, and administration as well as all regulatory and compliance matters. Sharon’s expertise spans both public and privately structured securities.
Prior to Talara, Sharon was the Chief Financial Officer at Sasco Energy, a Commodity Pool Operator/Commodity Trading Advisor, where she was responsible for a broad range of activities including fund and management accounting, compliance policy implementation and review, regulatory reporting, trade flow processing and reconciliation, coordinating the launch of new investment vehicles, and managing operational infrastructure. In addition, she coordinated all service provider relationships including administration, audit, tax, and legal.
Previously, Sharon was CFO at Scopia Capital, a New York based multibillion dollar registered investment manager, where she implemented a scalable infrastructure as the firm grew assets from $350mm to over $2B. Sharon led the accounting/operations department of the firm which consisted of hedge funds, ERISA funds, SMAs, and long only products. Her responsibilities included portfolio accounting, illiquid valuations, tax structuring, partnership allocations, management company accounting, compliance, and regulatory reporting.
Previously, Sharon spent 11 years at Wyser-Pratte & Co., a New York based, dual registered Broker Dealer/Register Investment Manager, advancing from a junior accountant to the Chief Financial Officer and Financial Operations Principle (NASD Series 27, 7). Sharon’s responsibilities included portfolio accounting, analytics, and regulatory reporting for both the broker dealer and RIA.
Sharon holds a BBS degree in Accounting and Finance from the University of Limerick in Ireland and is a member of GARP and the FWA.
Mr. Liebert is an Associate for Talara focused on operations. Andrew has 8 years of operations and client service experience in the financial and technology industries. Andrew handles all trade executions for the Public Investment Strategies, supports fund operations, and assists in client service efforts.
Previously, Andrew was a Senior Sales and Operations Executive at Stele Infotech, an IT Sales and Services provider. His primary responsibilities were to manage the day-to-day sales operations and assess the technology needs of the firm’s highest grossing accounts including Barclays Capital, Millennium Partners, and Citi Group. In addition, Andrew was responsible for applicable data analysis, keeping track of and reconciling the firm’s P&L, and managing the order flow system.
Prior to that, Andrew was a Sales and Customer Service Representative for TD Bank.
Andrew earned a B.A. in Biology with a concentration in Molecular and Cell Biology at Cornell University.