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Join conference attendees accompanied by current and past Forty Under 40 honorees to get a jump start on your A&D conferenceexperience. Pick your badge up early to avoid the lines. Then join us on the Pegasus Lawn for networking and passed hor d'oeuvres with drinks.
Hot Breakfast & Networking
Welcome & Opening Remarks
Opening Keynote: Stacked Acres
Evaluating leasehold to acquire and proving acres to sell incorporates a multiplier by the number of laterals that can be stacked in a section, landed in multiple formations. This operator describes the new math for A&D in stacked plays and for modeling reserves
Roundtable: Money, Money, Money, Money
New private-equity-backed E&Ps continue to emerge. The SPAC model is on the decline. Public equity remains reticent to accept more dilution without returns on prior funding. Public debt and commercial debt remain available. These experts in finance discuss funding start-ups and deals.
Spotlight: Mineral’ing Up
This minerals buyer is building a portfolio of cash-flowing assets. Here are the latest opportunities and challenges in royalty dealmaking.
Dealmakers, Part 1: Build, Sell, Repeat
The traditional “build & flip” model has stalled among many private-equity-backed E&Ps as the usual buyers—publicly held E&Ps—have shareholder mandates to focus on existing assets and produce free cash flow for now. These E&Ps describe their portfolios and plans.
Buyer Spotlight: Pockets Full Of Aces
Prime assets continue to transact. Sometimes in headline deals; more often section by section as operators build contiguous leasehold for longer laterals. This operator has amassed such pockets of aces—acre by acre.
Dealmakers, Part 2: Build, Sell, Repeat
Privately held E&Ps continue to turn probables into proved. More recently, many that had planned to sell PUDs are continuing operations, turning these into PDP. Several are consolidating. Here are these E&Ps’ portfolios and plans.
Spotlight: The Macro
WTI continues to see a $70 ceiling. Natgas remains sub-$3. Price volatility—as much as 30% up and down from month to month—requires operators to break even in the most extreme cases. What’s the outlook for oil and gas prices?
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 Bid/Ask
Where’s the bid/ask these days? What type of pressure is on PE-backed operators to produce returns from oil and gas sales in lieu of returns from property sales? What would unlock the gridlock in dealmaking? These asset marketers describe the challenges and what they expect going forward.