Conference Agenda

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1:00 PM - 5:00 PM
Oil & Gas Asset Clearinghouse Live Auction 
Hart Energy and Oil & Gas Asset Clearinghouse have partnered to bring you the first live oil and gas auction in 2020. We will have everything from operated/non-op working interest, to royalty interest in all major basins and operators with assets valued from $10,000 to $10,000,000. This will be your opportunity to participate as a buyer or seller in this fast-paced one of a kind event. More details here.
Sponsored by:
5:00 PM
The Data Room Networking Reception
7:30 AM
Networking Breakfast
8:30 AM
Opening Keynote: Where’s the Money? Capital Market Overview
What will Wall Street back today? At what price? What are the drivers affecting oil and gas prices today and into next year. Here’s a look.
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Neal Dingmann, Managing Director, Energy Research, Truist Securities Inc.
9:00 AM
Spotlight: Don’t Look Back — A&D Metrics, Trends and Hopes
Amidst one of the most difficult years in history, A&D activity went nearly silent as the world dealt with a pandemic and volatile prices. This A&D advisor will boldly look back at basin-by-basin metrics of the recent past, what’s transacting and what’s not, what’s in the market now, and indicators on the horizon for what will lead to more deals going forward.
Moderator(s):
Emily Patsy, Senior Managing Editor, Digital Media, HartEnergy.com
Speaker(s):
Jason Martinez, Managing Director & Head A&D Group, BMO Capital Markets
9:30 AM
Buyer Spotlight: Only the Strong Survive
This operator showcases its deal to build scale while others hunker down, why it was able to transact during the crisis, and how the assets will transform its portfolio and outlook.
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
Chris Kalnin, CEO, Kalnin Ventures
10:00 AM
Networking Break
10:30 AM
Roundtable: The New Normal — Assets, Activity & Deal Flow
Everything changed in 2020, and maybe forever. How will the way operators approach production, rig count and capital affect deal flow? Who are the buyers and sellers, and what are their motivations? Will portfolios change with new strategies? And how long will PUDs sell for free?
Moderator(s):
Emily Patsy, Senior Managing Editor, Digital Media, HartEnergy.com
Speaker(s):
Chris Atherton, President & CEO, EnergyNet LLC
11:15 AM
Capital Providers’ Panel: Where Have All the Cowboys Gone?
Capital providers are becoming more wary of — and increasingly absent from — oil and gas. It’s been suggested that banks will begin taking a corporate-finance approach to operators’ revolvers. Meanwhile, PE firms are working to monetize their investments. Where do investors and financiers stand on further E&P commitments?
Moderator(s):
Rahul Vashi, Partner, Kirkland and Ellis LLP
Speaker(s):
Brad Nelson, Managing Director, Stephens Inc.
Sponsored by:
Noon
Networking Luncheon
1:15 PM
Keynote Buyer Spotlight: The Consolidator – Improving Margins Through Consolidation
Mergers in today’s climate make sense, but they’re hard to do. Here’s why one operator did it, the results as of today, and their view on why more are needed.
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
1:45 PM
Roundtable: Private Equity’s New Game
The era of build-and-flip is over, but private-equity investors are ever-astute in finding ways to get a return on investment. Are PE partners still funding new ideas? Where are PE-backers finding opportunities? And what will a PE-backed portfolio look like going forward?
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Vignesh Proddaturi, Managing Partner, Glendale Energy Capital LLC
Mark Burroughs Jr., Managing Director, EnCap Investments LP
Mark Teshoian, Managing Director, Kayne Anderson Capital Advisors LP
Paul Lee, Entrepreneur-in-Residence, Tailwater Capital
2:30 PM
Spotlight: Distressed A&D — Opportunities and Pitfalls When Buying From Failing Companies
Many companies are cash-strapped and looking to raise capital via asset sales, and others are already in restructuring or bankruptcy. With a little special knowledge, buyers can benefit from assets falling out of these portfolios. But a lack of knowledge could also result in costly headaches. What do you need to know?
Moderator(s):
Emily Patsy, Senior Managing Editor, Digital Media, HartEnergy.com
3:00 PM
Networking Break
3:30 PM
Buyer Spotlight: COVID to Cash Flow – Reinventing Olifant Energy
After two previous partnerships with traditional private equity, this entrepreneurial team reimagined its business model, targeted return-generative assets, and clawed together the acquisition funding for a successful close and a new beginning during a global pandemic.
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
Donald Burdick, CEO, Olifant Energy LLC
4:00 PM
Roundtable: The View Forward—A&D Veteran Strategies
Volatile times result in unprecedented opportunities for those who can see through the chaos. These industry veteran dealmakers will discuss their insights and what potential wins they see in today’s market that others might not.
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
J.D. Smith, CEO, EnCore Permian
Donald Burdick, CEO, Olifant Energy LLC
Mark Castiglione, Partner, Meridian Energy LLC
5:00 PM
The Deal Bunker Networking Reception