Conference Agenda

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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.
Speaker(s):
Neal Dingmann, Managing Director, Energy Research, SunTrust Robinson Humphrey
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.
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.
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?
11:15 AM
Where Have All The Cowboys Gone?: Capital Providers’ Panel
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?
Speaker(s):
Jack Reilly, Director, EnCap Investments LP
Vignesh Proddaturi, Managing Partner, Glendale Energy Capital LLC
Brad Nelson, Managing Director, Stephens Inc.
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.
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?
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?
3:00 PM
Networking Break
3:30 PM
Buyer Spotlight: Positioned To Profit
Cash is king, especially when few have it. This operator describes how they were positioned to take advantage of a distressed deal market when opportunity knocked.
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.
Speaker(s):
J.D. Smith, CEO, EnCore Permian
Scott Parkison, Chief Commercial Officer, Admiral Permian Resources LLC
5:00 PM
The Deal Bunker Networking Reception