Jeffrey W. Miller

Fondateur chez

Vortus Investment Advisors LLC

63 ans

88 relations

Finance

Energy Minerals

Consumer Services

Profil

Jeffrey Miller is a Managing Partner and Co-Founder of Vortus Investments.
He has over 30 years of significant financial, managerial, operational, and technical experience in the global upstream industry.
Prior to co-founding Vortus, Jeff was the Director of Upstream for Mercuria Energy, based in Geneva, Switzerland and Fort Worth, Texas.
He had global responsibility of origination, investment analysis, negotiation of acquisitions and divestments, as well as management of the upstream investment portfolio of Mercuria and its affiliates.
Jeff also served as the President of Moncrief Oil International, a private independent oil company with a global portfolio.
In conjunction, he was the Managing Partner of Moncrief Minerals, which focused on mineral and non-operated assets in the Barnett Shale.
Jeff led the monetization of these assets in several successful transactions.
Previously, Jeff was a Managing Director in global investment banking for UBS/Dillon, Read & Co. and was also a petroleum engineer with Exxon following graduation from Texas A&M University.
In 2015, he was elected to the Texas A&M University Petroleum Engineering Academy of Distinguished Graduates and serves on the executive committee of the Texas A&M University Petroleum Engineering Advisory Board.
Jeff is also a trustee on the Texas A&M 12th Man Foundation Board and on the Executive Committee, and was prior Co-Chair of Industry Advisory Board, for Texas A&M Petroleum Engineering School.
He was elected in 2019 as a Board Member of the Independent Petroleum Association of America (IPAA).
Jeff holds an MBA from Columbia Business School and a Bachelor of Science with Magna Cum Laude distinction in petroleum engineering from Texas A&M University.

Postes actifs de Jeffrey W. Miller

Sociétés	Poste	Début
Vortus Investment Advisors LLC Vortus Investment Advisors LLC Investment ManagersFinance Vortus Investment invests in lower to middle market companies located in North America. The firm targets companies operating in the fields of upstream energy industry. It provides development capital in partnership with successful owners and operators with an investment size ranging from USD 25 to 100 million.	Fondateur	01/01/2012

Tous les postes actifs de Jeffrey W. Miller

Anciens postes connus de Jeffrey W. Miller

Sociétés	Poste	Fin
MIE HOLDINGS CORPORATION	Directeur/Membre du Conseil	31/08/2021
Mercuria Energy Trading, Inc. Mercuria Energy Trading, Inc. Contract DrillingIndustrial Services Provides oil well drilling services	Directeur en chef des Investissements	15/09/2011
Moncrief Oil International, Inc. Moncrief Oil International, Inc. Oil & Gas ProductionEnergy Minerals Provides oil and gas exploration & production services	President	01/01/2008
UBS AG (New York) UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance.	Corporate Officer/Principal	31/12/2003
Lehman Brothers Asset Management LLC Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing.	Corporate Officer/Principal	31/12/1992

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Sociétés liées

Entreprise privées	11
UBS AG (New York) UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance.	Finance
Lehman Brothers Asset Management LLC Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing.	Finance
Chase Manhattan Bank USA NA Chase Manhattan Bank USA NA Major BanksFinance Provides commercial banking services	Finance
Moncrief Oil International, Inc. Moncrief Oil International, Inc. Oil & Gas ProductionEnergy Minerals Provides oil and gas exploration & production services	Energy Minerals
MIE Holdings Corp. MIE Holdings Corp. Integrated OilEnergy Minerals Operates as a holding company which engages in exploration, development, production and sale of crude oil and other petroleum products	Energy Minerals
Chevron, Inc. Chevron, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Manufactures towing and recovery equipment	Producer Manufacturing
Texas A&M University Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Exxon Co. USA
Mercuria Energy Trading, Inc. Mercuria Energy Trading, Inc. Contract DrillingIndustrial Services Provides oil well drilling services	Industrial Services
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Vortus Investment Advisors LLC Vortus Investment Advisors LLC Investment ManagersFinance Vortus Investment invests in lower to middle market companies located in North America. The firm targets companies operating in the fields of upstream energy industry. It provides development capital in partnership with successful owners and operators with an investment size ranging from USD 25 to 100 million.	Finance