Leadership Lyceum Podcast Summary
Conversation on M&A: Former CEOs of PHI and NiSource/CPG, Joe Rigby and Bob Skaggs, and Director Les Silverman.
Five-Year Anniversary Conversation with Dynegy CEO Bob Flexon
Bob Flexon, with Tom Linquist
Dynegy's CEO takes stock at his fifth anniversary with the company. Read excerpts of his interview here, then download the podcast for the entire conversation with Tom Linquist, the widely-recognized expert in executive assessment and leadership development.
PSEG, NextEra, Wisconsin Energy, OGE Energy, Pinnacle West, IDACORP, etc.
The PUF Top 20 Financial Performers were selected through a four-year average ranking of profit margin, dividend yield, free cash flow, return on equity, return on assets, and sustainable growth.
Maybe Steve Huntoon Was Right
Leonard Hyman and William Tilles
We decided to check out the numbers. Utilities earned more than the cost of capital in most years. Utility investors earned an average market return, while taking a lower than average risk.
Lessons from Abroad
Sean Gammons, Glenn George, Robert Southern, and Willis Geffert
A comprehensive analysis of Japanese investments in the U.S., Mexico, the U.K., and Australia. From a team expert in the fast-changing electric industry in Japan.
Conversation with a Prime Mover: Tom Fanning, Chairman and CEO of Southern Company
Tom Fanning, with Tom Linquist
A summary of Tom Linquist's conversation with Tom Fanning, Southern Company CEO, on strategy and investment. Full podcast available.
The Return for Customers of the Return for Shareholders
The Top 20 ranking is limited to investor-owned electric utilities and combination electric and gas utilities with 2015 revenues of at least $1 billion.
We talked with Bob Catell, former deputy chairman of National Grid plc.
Bob Catell, with Steve Mitnick
Bob Catell was formerly chairman and CEO of KeySpan Corporation, the former Brooklyn Union Gas. He’s presently chairman of the Advanced Energy Research and Technology Center at Stony Brook University, and of the New York State Smart Grid Consortium.
Many Deals Completed, What Have We Learned?
Almost half of the last 20 non-financial buyer transactions have been companies more than 500 miles away from one another. The value of scale lies in enhanced flexibility rather than size for its own sake. Finishing the job of integration is fundamental to success.
We talked with Stan Garnett, former senior exec of two utilities, the day after the United Kingdom voted to leave the European Union.
Stan Garnett, with Steve Mitnick
The Brexit vote neatly frames a rather historic episode in the utility industry worldwide.