Conference Agenda

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5:30 PM
Forty Under 40 Opening Reception
Join conference attendees accompanied by current and past Forty Under 40 honorees to get a jump start on your A&D conference experience. Participate in Entoro's raffle program for a chance to win Bose noise cancelling headphones, an iPad pro or four Texans tickets. Raffle sponsor: Entoro      
7:30 AM
Hot Breakfast & Networking
8:30 AM
Welcome & Opening Remarks
Moderator(s):
Richard Mason, Chief Technical Director, Hart Energy
8:35 AM
Opening Keynote: 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—deal by deal.
Moderator(s):
Richard Mason, Chief Technical Director, Hart Energy
Speaker(s):
Jay Graham, CEO, Spur Energy Partners LLC
9:00 AM
Spotlight: How The Deal Structure Is Changing For PE Companies
Raising funds remains tough, and not just in the capital markets—private equity sponsors are feeling the pinch as well. But any good investor knows to rush in when others are rushing out. This industry veteran explains how PE companies are adapting to changing market sentiment.
Moderator(s):
Scott Rees III, Chairman & CEO, NSAI
Speaker(s):
Robert A. Edwards, Partner, NGP Energy Capital Management
9:25 AM
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.
Moderator(s):
Chris Sheehan, CFA, Senior Financial Analyst, Hart Energy
Speaker(s):
Stuart Rexrode, Managing Partner, Blue Rock Energy Partners
Damon Box, Managing Director, Simmons Energy, A Division of Piper Jaffray
Presentation Not Available
Preston Powell, Managing Director, Carnelian Energy Capital
Juan Diego Vargas, Director, First Reserve
10:10 AM
Networking Break
Sponsored by:
10:40 AM
Spotlight: “A New Reality—How the M&A Market Has Been Reset”
Deal flow slowed dramatically in recent months, the victim of weak commodity prices across the board, public markets that closed down until E&Ps demonstrate real returns, and private markets that are extremely cautious to invest into a situation where they have no idea what the ultimate exit will be. What does all this mean for A&D? Will the playing field retract through massive consolidation? And could this environment result in a permanent, lower capital spend with lower deal flow?
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Bill Marko, Managing Director, Jefferies LLC
11:05 AM
Dealmakers, Part 1: Growing Through Acquisitions
While publicly held E&Ps have shareholder mandates to focus on existing assets and produce free cash flow for now, and the traditional “build & flip” model has stalled among many private-equity-backed E&Ps, not all buyers are gun shy. These E&Ps describe their portfolios and plans.
Moderator(s):
Austin Lee, Partner, Bracewell
Speaker(s):
Adam A. Dirlam, Executive Vice President, Land, Northern Oil & Gas, Inc.
Robert “Rusty” Hutson, Jr., Co-Founder & CEO, Diversified Gas & Oil PLC
Scott D. Josey, Chairman and CEO, Sequitur Energy Resources LLC
Noon
Networking Lunch
1:15 PM
Seller Spotlight: A Happy Ending And New Beginning In The Haynesville
With exit doors closed at all turns, this leading Haynesville Shale private operator found its monetization via a public company merger, and now the two together become the basin leader with big plans.
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
Presentation Not Available
John D. Jacobi, Co-CEO, Covey Park Energy LLC
1:40 PM
Dealmakers Part 2: Buy, Build & …What Next?
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.
Moderator(s):
Thomas Laughlin, Partner, Kirkland and Ellis LLP
Speaker(s):
Eric Mullins, Managing Director and Co-CEO, Lime Rock Resources
Mark Whitley, Chairman, President & CEO, Chisholm Energy Holdings LLC
Polidoros Trejos, CFO and Co-Founder, Fortuna Resources
2:45 PM
Networking Break
3:15 PM
Spotlight: Mineral’ing Up
This minerals buyer is building a portfolio of cash-flowing assets. Hear the latest opportunities and challenges in royalty dealmaking.
Moderator(s):
Leslie Haines, Executive Editor-at-Large, Hart Energy
Speaker(s):
Presentation Not Available
Blake Williams, CFO, Brigham Minerals
3:40 PM
Spotlight: The Case For Consolidation
As sentiment toward E&Ps has weakened, one could argue price has shifted from an obstacle for consolidation to a catalyst. But a handful of recent corporate deals have failed to trigger more. So what gives? What needs to happen for consolidation to gather and sustain momentum? And what style of deals make the most sense?
Moderator(s):
Emily Patsy, Associate Managing Editor, HartEnergy.com
Speaker(s):
Andrew McConn, Principal Analyst, Operator Intelligence, Enverus
4:05 PM
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.  
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Presentation Not Available
Derek Detring, President, Detring Energy Advisors
Presentation Not Available
Andrew Rapp, Managing Director & Co-Founder, Petrie Partners
Presentation Not Available
Travis Hancock, Vice President of Corporate Finance, EnerVest
4:45 PM
Closing Reception: The Deal Bunker