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A&D - The Workshop Battle of the Masters: A Game of Stones
  Battle of the Masters:  A Game of Stones Workshop Sponsor: EnergyNet logo The 2018 A&D Workshop is coming. Once again, the Masters of A&D square off against shrewd apprentices in the ultimate contest of deal-making savvy. The no-holds-barred valuing of flowing BOEs, working interest and potential lack of takeaway capacity awaits. Cry havoc and let slip due diligence! Dealmaker teams will again rely on their wits, experience and whoever brought a calculator to win the A&D throne.  Teams will be tested as they navigate real-world challenges such as capital access, wild price swings and crucial decisions — is that undeveloped acreage stack pay or scrap heap? Join the fun and test yourself alongside your peers at this year’s Game of Stones. And may the bids be ever in your favor.  Open to all - conquered by few!    
Sponsored by:
Platinum
Gold
8:00 AM
Registration Opens
10:00 AM
Welcome & Opening Remarks
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
10:05 AM
A&D Outlook: What Sellers Want
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
Speaker(s):
Chris Atherton, President, EnergyNet
10:10 AM
Masters Game Prep: Terms, Rules and Mentors
Chaos is a ladder. Form teams, learn the rules and steel yourself for the challenge ahead. The ground rules are explained, a touch-screen tablet your only weapon. Mitigating Deal Anxiety With Virtual Data Rooms and learn about the veteran negotiators ready to give advice. An overview of Merrill Corp. is followed by a full explanation of how to access deal packages on iPads.                        
                     
Speaker(s):
Chris Atherton, President, EnergyNet
Nicholas Renter, Regional Sales Director, DataSite, Merrill Corporation
10:30 AM
Battle of the Masters, Part 1: The Game Begins
Teams evaluate one of three challenging deals in virtual data rooms that are not meant for the meek or mild. Teams prepare their bids, using their best judgment and soliciting advice from our 2018 Board of Director veterans roving the floor.
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
Emily Patsy, Associate Editor, Hart Energy
12:30 PM - 1:30 PM
Networking Lunch
1:30 PM
The Masters Trivia Contest
You who are about to answer, we salute you! Attendees work in teams (by table) and answer questions where any acquisition, divestiture and loosely-related university football knowledge is fair game. Trivia questions require knowledge of esoteric transactions, epic dealmakers of days past and, again, football stuff.             
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
Speaker(s):
Chris Atherton, President, EnergyNet
2:15 PM
Battle of the Masters, Part 2: The Dragon Tank
“What we don’t know is what usually gets us killed.” – Baelish
The fun begins as each team makes their pitch, bargaining and trying to convince the masters to fund their bids. Remember when you play the Game of Stones, your team wins or bites the dust. There is no middle ground.
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
Speaker(s):
Elizabeth A. DeStephens, Vice President Reserves & Corporate Development, California Resources Corp.
Curtis Newstrom, President & CEO, Blue Whale Energy
Mark Stoner, Partner, Bayou City Energy
Philip Berry, Vice President - Transactions & Deputy General Counsel, EnerVest
3:30 PM
Rockin' or Rock-bottom? Veterans Take Questions
The distinguished 2018 A&D Workshop Board of Directors takes the stage, to share insights on the tough deals, big scores and the ones they walked away from — and why. Be ready with your questions as we delve into these deal makers’ playbooks.
Moderator(s):
Emily Patsy, Associate Editor, Hart Energy
Speaker(s):
Steven Cobb, Vice President, Pearl Energy Investments
Jim Devlin, Founding Partner & CEO, Suemaur Exploration & Production LLC
Douglas J. Jacobson, President, Waveland Energy Partners LLC
4:15 PM
Battle Of The Masters, Part 3: Winners Announced, Prizes Awarded
Which teams survive the long night? Or ascend the Stacked-Pay Throne? The winners/ survivors are selected and deals analyzed, honored and applauded!                      
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
4:30 PM
Networking Reception
Join us for the opening reception for networking and passed hors d'oeuvres with drinks in the ballroom foyer.
Sponsored by:
7:30 AM
Networking Breakfast
8:30 AM
Welcome & Opening Remarks
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
8:35 AM
Opening Keynote: Growing Eastern Eagle Ford Reserves
Since entering the newly popular eastern Eagle Ford play in 2014, Hawkwood Energy has amassed nearly 200,000 net acres from which it's producing more than 13,000 boe/d. Here's a look at its portfolio, growth and plans.
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
Patrick Oenbring, Chairman & CEO, Hawkwood Energy LLC
9:00 AM
Roundtable: What The Money Seeks
Public equity is focused now on maximizing ROI; PE is looking for new play ideas and opportunities for exits. And PE is buying PE. What will they fund? And why has dealmaking come to a halt? What role do SPACs that haven’t bought yet play?
Moderator(s):
Chris Sheehan, CFA, Senior Financial Analyst, Hart Energy
Speaker(s):
No Presentations Available
Murphy Markham, Managing Partner, EnCap Investments L.P.
No Presentations Available
Chuck Yates, Managing Partner, Kayne Anderson Capital Advisors L.P.
No Presentations Available
Jeff Sieler, Managing Director, Global Energy Group, Citigroup
No Presentations Available
Mike Kelly, Managing Director & Senior Analyst, Seaport Global Securities LLC
Sponsored by:
9:50 AM
Spotlight: The Minerals
An early mover in the minerals and royalties space, learn how this company monetized more than $600 million in properties that were acquired during the past five years.
Moderator(s):
Leslie Haines, Executive Editor-at-Large, Hart Energy
Speaker(s):
No Presentation Available
Karl Brensike, Co-Founder & CEO, Haymaker Minerals & Royalties II LLC
10:15 AM
Networking Break
10:50 AM
Panel: The Buyers & Sellers, Part 1
From the San Juan and Williston basins to the Gulf of Mexico, these dealmakers found the assets—and at the right price—for their portfolio plans. 
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Gordon Lindsey, Vice President, Corporate Development, Talos Energy Inc.
Presentation not available
Jay Paul McWilliams, CEO, LOGOS Resources II LLC
Daniel Houghton, Manager, Finance & Planning, Bruin E&P Operating LLC
Noon
Networking Lunch
Sponsored by:
1:15 PM
Buyer Spotlight: Natural Gas
Tellurian Inc. has entered the Haynesville play and aims to acquire more long-life, low-cost gas resources with a goal of 1.5 Bcf/d of production in 2022 and total resources of some 15 Tcf. Its target is to deliver gas for $2.25 MMBtu. Here’s its insight into the gas market.    
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
John Howie, Senior Vice President, Upstream, Tellurian Inc.
1:40 PM
Panel: The Buyers & Sellers, Part 2 
These dealmakers have added high-profile PDPs and PUDs in resource plays with great potential. What went into the ultimate decision to buy and how are their new portfolios working out?
Moderator(s):
Emily Patsy, Associate Editor, Hart Energy
Speaker(s):
Will Ulrich, Co-CEO, Presidio Petroleum LLC
Kyle Mork, President & CEO, Greylock Energy
Ryan Keys, Co-Founder, Triple Crown Resources LLC
2:50 PM
Roundtable: Insuring M&A Transactions
Creating value is the name of game in A&D transactions. This roundtable delves into the role of insurance in securing that value by reducing business risks, which can range from aborted deals to assumption of unwanted liabilities to sub-par returns. These experts debate the application of insurance capital in the energy M&A space, with a focus on its use as a unique tool for private equity, corporate deal teams and M&A practitioners.
Moderator(s):
Matthew Wiener, Senior Vice President, Aon Transaction Solutions
Speaker(s):
No Presentation Available
Stephanie Hyde, Executive Director, PE Risk
Michael McGowan, Head of M&A Insurance, North America, XL Catlin
No Presentations Available
Sarah Mitchell, Counsel, Vinson & Elkins LLP
3:20 PM
Afternoon Keynote: All About Those Barrels And Btus
This renowned, long-time energy economist describes what surprises to the upside or downside WTI and Brent may bring in the coming year and where U.S. natgas prices are headed coming out of this fill season that is barely filling.
Moderator(s):
Paul Hart, Midstream Editor-at-Large, Oil and Gas Investor
Speaker(s):
Ed Morse, Managing Director & Global Head of Commodities Research, Citigroup
3:45 PM
Spotlight: The Case For Zero-Premium Mergers
Public E&P stock valuations are depressed due in part to too many sub-$3-billion E&Ps with limited growth options. While zero-premium combinations are a tough pill for management teams to swallow, this analysis finds that consolidation is in the interest of investors.
Moderator(s):
Leslie Haines, Executive Editor-at-Large, Hart Energy
Speaker(s):
Noam Lockshin, Managing Director & Partner, Kimmeridge Energy Management LLC
4:10 PM
Roundtable: The Marketers & The Bid/Ask
In this oil-and gas-price environment, what will sell? What will it fetch? Where is the path to exit? How do blank check companies affect the market? Is a wave of consolidation coming in the Permian and other basins? These asset marketers offer insight into the behind-the-scenes intel they gain.
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
No Presentation Available
Derek Detring, President, Detring Energy Advisors
No Presentation Available
Craig Lande, Managing Director, RBC Richardson Barr
No Presentation Available
Jay Salitza, Managing Director, Oil & Gas, KeyBanc Capital Markets Inc.
No Presentation Available
Jacob Nagy, Partner, Petrie Partners
5:00 PM
Closing Reception: The Deal Bunker
Sponsored by: