So I've worked

on sovereign wealth funds and sovereign finance issues for almost 20 years now.

I became interested in the field when I started seeing more and more new funds coming out as a result of the back then energy boom, one of the previous cycles.

Now, you raise an interesting point.

I'm teaching the field and I've worked with many sovereign funds.

If you are a sovereign fund based on revenues from oil and gas, you don't want overexposure in oil and gas investing because then you really take from the fund the basic concept of diversification, intergenerational wealth preservation, etc., etc., So you're trying to think how I'm actually exposed to energy because that's such an important part of the markets right now in terms of better returns.

But at the same time, I don't want overexposure to oil and gas.

And that's