My area of expertise was energy. The release also mentioned my MBA from Columbia. Two articles from energy industry blogs came up that mentioned the degree. One hinted that my biggest backers were Russian. The other mentioned my recent visit to China. Three years later, I closed the fund, having returned an annual average of 18 percent to the investors, and began another fund, a limited partnership specializing in energy investments. One blogger mentioned my undergraduate degree, also from Columbia, in geology. He interviewed me last year and one of the things I told him was “My philosophy is to look for energy efficiency at the source, and at the production stages, to give us leeway as market prices fluctuate.” I thought the quote could have used some opaque terms like “aggregation covenants” or “asymmetric volatility,” “diffusion process,” and “autocorrelation.” Major Hensel said he avoided that kind of stuff because someone might ask me to explain what I meant. The important quote was “It is time for new horizons, new approaches, new partners.”
