About Us



Bison seeks investments where there is a disconnect between the share price of a company and its intrinsic value. 

An opportunity exists in the public oil and gas space where an investor has the rare occasion to own parts of companies that are:

  1. managed by teams with proven track records 
  2. financially healthy 
  3. universally considered to own valuable assets
  4. priced at a material discount to what a private buyer is willing to pay 

With a depth of experience, a drive to earn money for our clients, and a proven track record, our investment firm identifies and invests in these existing opportunities in the public oil and gas space and has the constitution to withstand the mark to market volatility and harvest positions at a profit.  

In Any Business, It's The People That Matter Most




Managing Partner & Founder 

  Josh is a Co-Founder of Bison Interests and serves as Chief Investment Officer. As the CIO, he leads Bison’s research and investment process. He is focused on idea generation, investment strategy, portfolio construction and is responsible for building Bison’s outside advisers- geological and engineering consultants, banking consultants, and oil & gas industry consultants. Josh has 18 years of experience investing in publicly traded oil & gas stocks. Having sold a a publicly traded E&P company that he was Chairman of for almost $200 million, Josh has a unique perspective on the industry, ultimately benefiting Bison investors. Prior to Bison, Josh was Portfolio Manager of Young Capital Management, on the board of Lucas Energy (LEI) – a small cap publicly traded oil producer, and on the energy investment team at a multi-billion dollar, single family office, which was nominated as Institutional Investor’s Single Family Office of the Year. He has been profiled on the front page of Blomberg.com, interviewed on Fox News, often published in notable oil & gas investment publications, including Oil & Gas Investor Magazine and Barron’s, and regularly speaks at industry events. Josh graduated with honors from the University of Chicago where he earned his Bachelor’s in economics.




Managing Partner & Founder 

Carter is a Co-Founder of Bison Interests and serves as Chief Executive Officer. As the CEO, Carter is responsible for overseeing client relationships, working with prospective clients, and managing Bison. Carter has almost 20 years of experience working with clients, building a business, and leading a team. Prior to Bison, he was in Private Wealth at UBS, a VP at Genesis Park, and Corps Member at Teach For America, where he worked as a teacher in Compton, California.  Carter earned an MBA from the Acton School of Business in Austin, Texas and graduated from Southern Methodist University on a leadership scholarship.