Conference Agenda

1.01 - Opening Keynote: Capital, Geopolitics and the Biden Blue Wave — What’s Driving M&A Today?
Volatile macro-dynamics can hamper or accelerate dealmaking. How will upcoming A&D be influenced by investor and geopolitical penchant along with current baseline upstream operations?  Have investor preferences toward the capital markets changed in recent months? How will recent and future Democratic administration policies influence the future macro environment and thus ultimately financing activities? 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.
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1.02 - 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):
Darren Barbee, Senior Editor, Oil and Gas Investor
Speaker(s):
Jason Martinez, Former Managing Director & Head A&D Group, BMO Capital Markets
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1.03 - 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):
Darren Barbee, Senior Editor, Oil and Gas Investor
Speaker(s):
Chris Kalnin, CEO, BKV Corporation
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1.04 - 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
Art Krasny, Managing Director, Wells Fargo Securities
Heather Powell, President & CEO, Ventana E&P LLC
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1.05 - 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):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
Brad Nelson, Managing Director, Stephens Inc.
Douglas Reynolds, Managing Director, Simmons Energy, a Division of Piper Sandler
Margaret Franks, Managing Partner & Chief Financial Officer, Selenite Energy Partners
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1.06 - 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):
Rahul Vashi, Partner, Kirkland and Ellis LLP
Speaker(s):
Vignesh Proddaturi, Managing Partner, Glendale Energy Capital LLC
Mark Burroughs Jr., Managing Director, EnCap Investments LP
Mark Teshoian, Managing Partner, Kayne Anderson Capital Advisors LP
Paul Lee, Entrepreneur-in-Residence, Tailwater Capital
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1.07 - Spotlight: Distressed A&D — Opportunities and Pitfalls When Buying From Leveraged Companies
Many companies are liquidity constrained and looking to raise capital via asset sales, whether or not in conjunction with a restructuring or bankruptcy.  What should buyers and sellers know to make the most of a distressed sale transaction?  Conversely, what potential risks should be acknowledged and avoided if possible?  Gain insight into how to differentiate between the opportunities and pitfalls to succeed in any such A&D transaction.
Moderator(s):
Emily Patsy, Senior Managing Editor, Digital Media, HartEnergy.com
Speaker(s):
J.P. Hanson, Managing Director, Head of Oil & Gas Group, Houlihan Lokey
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1.08 - 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):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Donald Burdick, CEO, Olifant Energy LLC
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1.09 - 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):
Marc Rose, Partner, Sidley Austin LLP
Speaker(s):
J.D. Smith, CEO, EnCore Permian
Mark Castiglione, Partner, Meridian Energy LLC
Steve Herod, CEO, Grizzly Energy LLC
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