Advance Report

Radio Show

Our NetWorth Radio Texas Business Leadership series continues with Recurrent Investment Advisors Brad Olsen, a Houston based energy infrastructure expert with deep insights based upon institutional research.

Prior to co-founding Recurrent, Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation).

From 2011 to 2015, Brad led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014. Under Olsen’s leadership, the TPH & Co. midstream team was recognized in the WSJ’s “Best on the Street” poll as well as by Institutional Investor Magazine.

Brad also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011. He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA. He began his career in the UBS Investment Banking Global Energy Group in Houston.

  • Brad earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston.
  • Brad resides in Houston with his wife and four children. Brad was nearly fluent in Russian, but is very rusty.

Our NetWorth Radio Global Business Leadership Series continues with Richard Herbert, CFA and Institutional Portfolio Manager at Franklin Templeton Investments.

Institutional Portfolio Manager
Templeton Global Macro
Franklin Templeton Investments
San Mateo, California, United States

Richard Herbert is an institutional portfolio manager responsible for the Templeton Global Macro strategies at Franklin Templeton Investments. As an integrated member of the investment team, Mr. Herbert represents the Global Macro strategies by communicating the team’s investment philosophy, process, positioning and macro outlook to domestic and international clients, as well as to external gatekeepers and decision makers.

Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Previously, Mr. Herbert was a senior product manager with the Templeton Global Macro Product Management team at Franklin Templeton. Mr. Herbert joined Franklin Templeton in 2011 and earned a bachelor’s degree in business finance, economics and statistics from California Polytechnic State University. He is also a Chartered Financial Analyst (CFA) charterholder.