Please enter the password you received after completing the post-conference survey online. You will then be able to click the red “download” button below each speaker's name and session information. Your log–in credentials are only applicable to this conference and may only be used by registered attendees.
Note – not all speakers give us permission to distribute their presentation slides.
As operators have planted stakes in every acre of Permian real estate and other plays, start-ups are carving out land that was left behind for bigger prizes in downturn-era capex budgets. Here’s a look at the 2018 version of dealmaking hotspots.
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?
Chuck Yates, Managing Partner, Kayne Anderson Capital Advisors L.P.
Jeff Sieler, Managing Director, Global Energy Group, Citigroup
Mike Kelly, Managing Director & Senior Analyst, Seaport Global Securities LLC
Spotlight: The Minerals
Getting ahead of the wells, this buyer leverages play insight when making a bid for minerals rights. Its first portfolio is valued at more than $400 million.Here’s a look at the strategy of mineral buying.
Karl Brensike, Co-Founder & CEO, Haymaker Minerals & Royalties II LLC
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.
Gordon Lindsey, Vice President, Corporate Development, Talos Energy Inc.
Jay Paul McWilliams, President, LOGOS Resources II LLC
Bruin E&P Operating LLC, Speaker TBA
Afternoon Keynote: The Big Deal
Wowing the markets earlier this year, this transaction is believed to represent the future of dealmaking in this play. How did the combination come into this buyer’s searchlight?
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?
Spotlight: The Permian Leaderboard
Deals for leasehold and production in the Permian Basin exceeded $50,000 an acre as dozens of stacked wells could be placed in a section. How’s the math been working out so far?
Spotlight: Data, Dealmaking & ROI
How much more valuable are assets that come with data? Will the ability to massage massive amounts of data to improve results ultimately separate the consolidators from the sellers?
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.
Derek Detring , President, Detring Energy Advisors