About Mobius Risk Group
Energy is our business.
Founded in 2002 and based in Houston, TX, Mobius Risk Group is an energy risk management and advisory services firm
providing non-conflicted market guidance, independent compliance services, business intelligence, hedging strategy development,
and execution support to clients engaged in energy commodity markets.
With $120 billion in advisory market cap and $10 billion a year in energy and commodity transactions,
Mobius Risk Group delivers energy and commodity market intelligence that will directly impact how you manage your business objectives.
Key Operating Principles
- Our unrivaled experience and leadership in the marketplace is put to work solely for our clients’ needs and objectives
- Non-conflicted advice is critical for effective consulting
- Risk management is not about picking price, but establishing the process, procedures, and strategies for maintaining price and market predictability for long-term market stability
Commodities Managed & Markets Served
- North America
- South America
- Private equity companies
- Investment banks
- Hedge funds
- Regulated oversight bodies
- Commodity management companies
- Commodity marketing companies
- Natural gas
- Jet fuel
- Fuel oil
- Non-ferrous metals
- Steel & steel products
- Interest rates
- Foreign exchange
- Carbon credit
Chief Executive Officer
Eric brings more than 20 years of finance, energy risk management and trading experience to Mobius Risk Group. His extensive trading and marketing experience includes natural gas (physical and financial), power, crude, products, coal, weather, fixed income and foreign exchange. Eric has a proven record of accomplishment in developing and managing profitable energy trading, marketing and origination groups. He has extensive knowledge in corporate governance, hedging strategies, trading processes, physical and financial trading systems and energy accounting matters. Eric received his bachelors from the University of Michigan, Ann Arbor and a JD from the University of Detroit School of Law.
Casey brings more than 17 years of risk management, technology development, regulatory compliance, and retail energy structuring experience to Mobius Risk Group. His areas of expertise include power, natural gas, crude oil, crude products and metals. Casey’s experience prior to Mobius Risk Group involved the development of processes to value and structure commodity transactions in both the power and natural gas markets throughout the U.S. as well as the development and implementation of risk management systems and risk management policies and procedures for various commodities in a large energy merchant environment. Casey holds a BBA in economics from Baylor University.
Chief Operating Officer
Christine has more than 25 years of professional experience in the physical energy arena. She currently works with clients to develop self‐sustaining physical energy programs for producers and consumers. Primary responsibilities include working objectively to advise clients in developing portfolios that manage physical risk and volatility, while optimizing the assets on behalf of the client. Anderson is vastly experienced in physical procurement, marketing, transportation, structured transactions and contract negotiations across the entire U.S. as well as in South America. Previously Christine worked for Energy USA, a Nisource Company; Transcanada Energy Marketing; and TXU Energy. She was responsible for analyzing and executing structured transactions with pipelines, utilities, industrials and municipalities specializing in transportation and storage optimization. She holds a BBA in Marketing from Henderson State University.
Chief Risk Officer
Paul has over 17 years of financial markets trading and structuring experience. Most recently, Paul was with one of the world’s top 5 producers of oil and natural gas, where he ran the North American financial derivatives trading desk. His previous experience includes structured product sales for a large Houston energy marketer. Prior to sales he traded physical and financial gas for a large utility marketing company. He has marketing and trading experience in natural gas, electricity, crude and crude products, natural gas liquids and LNG. Paul moved to Houston in from Chicago where he traded equities, options and financial futures for a city center hedge fund. Paul holds a BA from Syracuse University and an MS from Illinois Institute of Technology.
Vice President, Commodities and Analysis
Dan has an engineering background with forty years of commercial and operations experience in the energy industry with oil and gas production companies, producer‐affiliated gas marketing companies, and sixteen years’ service at Mobius and other consulting firms. He provides conceptual and analytical support for energy and commodity risk management and is proficient in the formulation of specialized market assessments and analytical models relevant to natural gas, crude oil and refined products, renewable energy, monetization of landfill gas‐to‐energy projects including LNG and CNG motor fuel applications, RFS2, and electric utility rate review and optimization. Dan holds a BS in Chemical Engineering from the University of Arkansas.
Vice President, Markets and Research
Zane has been with Mobius Risk Group since February of 2016. His primary responsibility is fundamental analysis of the North American natural gas market. Additionally, he assists in the valuation of gathering, processing, transportation, and physical sales agreements. His experience in energy has been focused on natural gas, however, as the North American hydrocarbon value chain has become a more integrated system his knowledge has expanded to crude oil, petroleum products, and seaborne LNG. Prior to joining Mobius, Zane spent 6.5 years with a Houston based hedge fund (Goldfinch Capital) with AUM of approximately $750M. In his time with Goldfinch Capital, Zane was tasked with developing detailed models of the North American natural gas market, including 1st derivative components such as power generation by fuel source, supply side impacts of liquids focused drilling, etc. Zane is a graduate of Rice University, and a former member of his alma mater’s baseball program as both a player and coach.
Vice President & Co-Head, Commodity Risk
TJ has spent over 20 years in the energy industry concentrating primarily on natural gas fundamental analysis and trading. He started his career in at The Williams Companies where he moved from risk control, project analysis, and fundamental modelling to ultimately managing all the forward price exposure to natural gas in the West and Midcontinent regions for the company, as well as operating a successful proprietary trading portfolio. TJ next moved into the energy hedge fund world when he was hired by Centaurus Energy in Houston to trade natural gas financials for the West and Midcontinent regions. From there, and just prior to starting at the Mobius Risk Group, TJ spent five years at Goldfinch Energy (a hedge fund started by a former Centaurus trader) where he performed natural gas fundamental analysis for the entire country. TJ is a graduate of The University of Texas with a degree in Finance.
Vice President, Research and Analysis
Prior to joining Mobius Risk Group as Vice President of Research and Analysis, John spent 13 years at the Houston based energy fund AAA Capital Management Advisors as a Trading Principal and Petroleum Specialist. Previously, he was a Vice President of Commodity Futures Sales at Citigroup. During his 12‐year career at Citigroup, he also spent 7 years as a Vice President of Energy Analysis, responsible for fundamental research in the firm’s Futures Research Department. Prior to his work at Citigroup, John spent 5 years as a senior editor at Petroleum Argus, a leading international oil market publication. John is a graduate of The University of Texas with a BA in Economics.
Vice President, Technology
Bill has over 20 years of experience developing, deploying, and supporting client-facing technology. Over his more than 17 years in the financial services industry Bill has worked closely with front-office, mid-office, and back-office users in the commodities, FX, and derivatives fields. As Vice President, Technology, Bill leads the technology team building Mobius RiskNet, an in-house proprietary commodity risk management tool. Before joining Mobius in 2014 Bill spent almost fourteen years at J.P. Morgan and UBS. Bill holds a Bachelor of Science in Mathematics from the University of Notre Dame.
Vice President & Co-Head, Commodity Risk
Phil has over 12 years of private finance, financial markets trading and structuring experience. Prior to joining Mobius Risk Group, he spent 18 months as an analyst for Donovan Capital, an energy banking firm that specializes in raising private capital and providing advisory services for oil and gas companies. Prior to Donovan, he worked in advisory and structuring roles at the UK’s largest mortgage lender HBOS for 2 years and 1 year at the Zurich Insurance Group. Phil holds an MA in International Business from the University of Edinburgh in Scotland.
Director, Risk Management and Technology
Mohit has more than 20 years of quantitative analysis, trading, structuring, and risk management experience across the energy spectrum (crude, products, natural gas and NGL’s). Prior to joining Mobius, he was designing option strategies and trading crude and product options at Koch Supply & Trading. He also constructed portfolio risk mitigation option structures for the crude, products/fuel and NGL desks. Before Koch, he traded crude and products at AAA Capital Management, with a focus on options. He moved to AAA from Entergy Koch/Merrill Lynch Commodities where he developed and traded natural gas option strategies, proposed trades as well as enhanced return/index strategies to hedge funds and was the primary hedge structurer for corporate clients (producers, consumers and refiners). Mohit received his BTech from the Indian Institute of Technology Kanpur and a dual PhD (Aerospace Engineering and Scientific Computing) from the University of Michigan, Ann Arbor.
Director, Client Success
Julie has 8 years of senior level expertise in natural gas commercial activities including marketing, scheduling, field and pipeline operations, and imbalance management across the U.S., primarily the Gulf Coast and Rockies. Julie has worked closely with our clients managing production volumes, pipeline nominations, gas sales and contract administration. Before her time at Mobius, Julie spent 3 years in a mid-office/back office risk administration role for a Houston based hedge fund. Currently, Julie works with both clients and prospective clients as an advocate and communication link. Focused on the RiskNet platform, she performs system testing, facilitates client onboarding, and provides training and support resources for clients to ensure their maximum success with existing and future services. Julie holds a Bachelor of Science in Sociology from the University of Houston.
Director, Commodity Risk
Ross has more than 4 years of experience in financial markets. His experience in energy has been focused on crude oil, natural gas, petroleum products and NGLs. Ross focuses on commodity risk strategy and risk model development, along with execution and valuation of an array of different OTC derivative products for producers, end users, and fund portfolios. Other areas of focus include foreign exchange, interest rates, and fundamental analysis. Ross holds a BA in Finance from the University of Missouri – Kansas City.
Director, Commodity Risk
Chuck has over 20 years of experience in energy trading and analytics positions covering Natural Gas, NGLs, LNG, and Crude Oil. Chuck’s experience has included 7 years at Williams in both risk control and natural gas derivatives trading, 7 years at Citibank as a trading manager on the natural gas desk within their energy trading business, 5 years as a portfolio manager and strategist in both Natural Gas and NGL
hedge funds, and 2 years as a financial analyst at Golar LNG. Chuck holds both an MBA and a BSBA in finance from the University of Tulsa.
Director, Physical Operations
Jason is an accomplished energy trader with over 18 years of experience in the natural gas industry with an extensive knowledge of physical and financial trading. Jason has a proven track record of creating value through identifying and executing natural gas trading opportunities as well as comprehensive experience managing both a speculative trading book and a large asset portfolio. Jason holds a BBA in Finance from University of Houston.
Jon has over 10 years of experience in the technology industry working at multiple Fortune 500 companies. Prior to joining Mobius, he was a senior software engineer and worked web application development. His expertise includes system automation, infrastructure design, and software development. As Director of Technology, Jon currently works on Mobius RiskNet. He holds a Bachelor of Science in Electrical Engineering from the University of Texas.
Director, Risk Control
Chuck brings more than 23 years of experience in the energy industry with primary emphasis in mid-office risk management, controls and compliance. Prior to joining Mobius four years ago, his focus was on Dodd-Frank compliance and natural gas controls with Enbridge and BP. Prior to his tenure with BP, Chuck served as a Vice President at JP Morgan within the mid-office division. With Mobius, Chuck’s primary focus is on the process and risk controls for physical and financial confirmations, financial invoices, financial settlements, and financial desk support and interacting with, and providing business level support, to the Mobius team. Chuck holds a BBA in accounting and finance from Houston Baptist University.
Director, Physical Operations
An industry veteran, Mark spent 27 years at BP concentrated in the Midcontinent and Gulf Coast natural gas trading groups. At BP (including Amoco) Mark specialized in acquiring and trading around storage and transportation assets as well as trading speculative positions. Since joining Mobius 9 years ago, Mark has concentrated his efforts on buying natural gas for industrial clients and as well as managing and scheduling their transportation assets. Mark holds a BBA in Finance from Stephen F. Austin State University.
Director, Commodity Risk
Matt has 15 years of experience trading natural gas and crude oil derivatives at energy hedge funds, investment banks, and energy merchants. Matt’s primary responsibilities include evaluating market risk, derivative hedging, and physical marketing of both natural gas and crude oil. Prior to Joining Mobius, Matt was a portfolio manager for Goldfinch Capital and Sandridge Capital in Houston, Texas. He also has experience as a natural gas option trader at Merrill Lynch and Koch Industries, and as an auditor at Price Waterhouse. Matt holds an MBA from the University of Texas, is a CFA charterholder, and a Certified Public Accountant.
Director, Commodity Risk
Lawrence has more than 12 years of experience in the physical natural gas market. His experience in energy has been focused on natural gas, primarily in asset optimization, scheduling, trading, and transportation analysis. Other areas of emphasis include monitoring and managing daily load requirements for various power plants and retail customers, along with identifying arbitrage opportunities supported by those asset positions. Lawrence specializes in providing market guidance and intelligence to both producers and end users. He also identifies pipeline transportation opportunities supported by the client’s asset position. Prior to working at Mobius Risk Group, he was a physical gas trader with EDF Trading North America, responsible for trading and position management on numerous pipelines in the Eastern United States. Lawrence holds a BBA in General Business from Sam Houston State University and an MBA from Drury University.