Inside the analysis

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Inside the analysis

Episode 1 - Energy

Trevor Noren sits down with Jay Sellick for our inaugural episode of Inside the Analysis, to discuss the ever-present and forever-flawed expectation that seismic change is just around the corner in the traditional energy industry. Enjoy the conversation between these two experienced analysts as they take you through the deep dive of our thinking.

Trevor Noren

Managing Director, 13D Global Strategy & Research

Trevor joined 13D in 2015, after a decade and a half in the tech and media industries. His primary focus is on how the algorithmic revolution is transforming industries, cultures, politics, and financial markets. He has led the firm’s analysis of the escalating backlash against big tech, the tech cold war between China and the U.S., and the meteoric rise of rules-based investing, among many others.

Jay A. Sellick, CFA

Senior Managing Director—Out-of-favor Themes and Policy Analysis

Jay has 30 years of investment experience on both the buy and sell side. Jay has been associated with 13D Research for 20 years and he has specialized in the global conventional energy industry since 2003. To complement his energy research, Jay writes extensively on global economic and monetary policy trends, geopolitics and global capex.

Trevor Noren

Managing Director, 13D Global Strategy & Research

Trevor joined 13D in 2015, after a decade and a half in the tech and media industries. His primary focus is on how the algorithmic revolution is transforming industries, cultures, politics, and financial markets. He has led the firm’s analysis of the escalating backlash against big tech, the tech cold war between China and the U.S., and the meteoric rise of rules-based investing, among many others.

He has consulted with top think tanks, news organizations, and investment firms on emerging themes in technology, bringing expertise on consumer trends, market risks, and global technology policy. His analysis has been featured by The Financial Times, The New York Times, and Bloomberg. Trevor believes that when algorithms coexist in complex systems with the subjectivity and unpredictability of human decision making, unintended consequences result. His aim is to recognize and understand those consequences before they manifest.

Prior to joining 13D, Trevor worked as a reporter in the Bay Area, a technical writer for Google, and a Creative Director for Showtime Networks. His work at Showtime was nominated for four Emmy Awards and an Oscar, among many other industry accolades. His expertise in digital transformation and marketing has been instrumental in guiding 13D’s online presence and marketing initiatives.

Trevor holds a BA in English with Honors in Creative Writing from Brown University, graduating in 2003. He is based in Brooklyn, New York.

Jay A. Sellick, CFA

Senior Managing Director—Out-of-favor Themes and Policy Analysis

Jay has 30 years of investment experience on both the buy and sell side. Jay has been associated with 13D Research for 20 years and he has specialized in the global conventional energy industry since 2003. To complement his energy research, Jay writes extensively on global economic and monetary policy trends, geopolitics and global capex.

Known as an excellent stock picker, Jay also has contributed to 13D’s global macro strategy. He also was an analyst and portfolio manager with Reich & Tang Capital Management in New York, where he was responsible for $200 million of assets. Jay earned his Bachelor’s degree from the University of Notre Dame in 1987, his MBA from New York University in 1992 and the Chartered Financial Analyst designation in 1993.

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