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    Joanne Dumelansmith

    Vice President and Equity Research Analyst at Jefferies

    Joanne Dumelansmith is a Vice President and Equity Research Analyst at Jefferies, specializing in healthcare services with a particular focus on managed care and health insurance companies. She covers leading firms such as UnitedHealth Group, Cigna, Humana, Anthem, and Centene, and is recognized for her in-depth sector analysis and reliable investment recommendations. Dumelansmith began her finance career in 2013, previously working at Bank of America Merrill Lynch before joining Jefferies in 2017, where she has contributed to her team's top rankings on industry research platforms. She holds Series 7, 63, and 86/87 securities licenses and is a registered representative with FINRA.

    Joanne Dumelansmith's questions to NEP leadership

    Joanne Dumelansmith's questions to NEP leadership • Q2 2024

    Question

    Asked about the company's strategy for asset recycling, including the recent Blackstone deal and potential sales of gas or transmission assets, and whether the recent 3 GW origination quarter represents a new, sustainable run rate.

    Answer

    The company is focused on recycling capital from non-core assets, such as its gas infrastructure business, and is open to partnerships on transmission projects, stating they are confident in meeting their capital recycling targets. Regarding origination, they noted that while the long-term demand outlook is exceptionally strong, quarterly results can be lumpy and the 3 GW quarter should not be seen as a new standard run rate.

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