Lighthouse Financial, a full-service broker dealer, and PFC Energy, a premier advisory firm specializing in the global oil and gas industry, will enter a strategic partnership to combine Lighthouse Financial's expertise in energy and global portfolio trading with PFC Energy's oil and gas sector commentary and analysis. The combined Lighthouse and PFC Energy product will provide institutional investors with a unique blend of unparalleled market intelligence and trading expertise in the energy sector. The terms of the partnership were not disclosed.
The oil and gas sector commentary will be branded as PFC Energy Lighthouse and will be available exclusively to Lighthouse clients in the U.S. at www.pfcenergylighthouse.com. The analysis will provide customers insights which integrate the critical factors for successful investing across the oil and gas value chain: market fundamentals, geo-politics, emerging investment concepts and the complex strategies of the companies involved in the industry. Lighthouse's Rob Weinstein, Partner and Head of Institutional Sales & Trading, and PFC Energy's Roger Diwan, Partner and Head of Financial Advisory, will co-head this strategic partnership.
"We are excited about our agreement with PFC Energy and confident the PFC Energy Lighthouse commentary fills a significant need in the marketplace. We also feel the timing is right since the wave of consolidation in the financial industry has resulted in a dearth of quality energy sector market insight," said Rob Weinstein, of Lighthouse Financial. "This partnership allows Lighthouse Financial to continue to build on the Firm's global expansion efforts," added Mr. Weinstein.
Effective immediately, this partnership significantly benefits both firms, offering PFC Energy's differentiated oil and gas commentary to a broader range of institutional investors and allowing Lighthouse Financial to offer a full suite of oil and gas products to its clients including, but not limited to commentary and expertise on:
- Geopolitics, economics and country risk
- Policy and regulatory studies and outlooks
- Medium and long-term analysis and risk mitigating factors
- Competitor environment scenarios and risk analysis (global, regional or by country)
- OPEC and National Oil Company dynamics
- Historical data to frame the successes and failures of alternative business models
- Oil and gas new investment economics
"This agreement will provide Lighthouse clients a comprehensive platform for investing in the oil and gas sector given PFC's deep, global industry analysis and Lighthouse's talented distribution/trading network," said PFC Energy's Roger Diwan, Partner and Head of Financial Advisory.
Energy investors will also benefit from Lighthouse Financial's recently launched Global Portfolio Trading Platform consisting of eight professionals led by Partner, Christopher Foxall, formerly with JP Morgan. Mr. Foxall will work with Ryan Cournoyer, Head of Energy Trading, to create investable portfolios and indexes for clients. In addition, Mr. Foxall's team will provide analytical services, including: risk modeling, factor exposure, and transaction costs analysis.