Conference Agenda

Download Conference Presentations

Please enter the password you received after completing the post-conference survey online. You will then be able to click the green “download” button below each speaker's name and session information. Your log–in credentials are only applicable to this conference and may only be used by registered attendees.

Note – not all speakers give us permission to distribute their presentation slides.

 
‌ 

5:00 PM - 7:00 PM
The Data Room: Conference Opening Reception
Celebrate 20 years of Oil and Gas Investor's A&D Strategies and Opportunities Conference! Pick your badge up early to avoid the lines. Then join us at our opening reception for networking. Non-conference attendees are welcome to join the reception for $25, register here. If you are a member of YPE or ADAM, please send us an email for your free admission
Sponsored by:
7:30 AM
Networking Breakfast & Registration Opens
8:30 AM
Welcome to A&D Strategies & Opportunities
Deals took off in the first half of 2021, with the second quarter alone reaching a two-year high with about 40 deals representing $33 billion in value. Enverus says the deal environment is reminiscent of 2014. Post pandemic, however, there are new wrinkles for transactions—ESG and capital access among them. As 2021 marches into the second quarter, is it time to start reinventing the deal?
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
8:35 AM
Opening Keynote: The Golden Age of A&D
The E&P A&D market is on track to transact more asset deals by value this year than any year since 2014—and coming off of one of its worst years ever in 2020. What are the drivers behind it? How long will it run? And how is it impacting the structure and investability of the industry? This session will address these key questions, plus the outlook for the remainder of 2021 and into 2022.
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Doug Reynolds, Managing Director, Piper Sandler
9:00 AM
Spotlight: Scorecard – A&D Metrics, Trends and Top Takeaways
In this session, we take a look at the most recent A&D metrics and trends and the data behind the deal flow. Which basins are transacting, and which are not? What types of assets are attracting capital? Are valuations improving year-over-year, and is upside back in play? Who are the buyers and sellers?
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
Speaker(s):
Craig Lande, Managing Director, RBC Capital Markets LLC
9:30 AM
Roundtable: Consolidation Aftershock
The past 12 months of consolidation have taught the industry something about the risks and rewards of large-scale consolidation—but what exactly? How are mergers impacting the A&D space? Will these larger independents pay for upside again? Are ESG concerns affecting dealmaking? And will cash buyers come back into the marketplace? This panel will prognosticate the outlook of the A&D landscape for the remainder of 2021.
Moderator(s):
Erin Hopkins, Partner, Baker Botts
Speaker(s):
Danny Yick, Senior Director, Corporate A&D, ConocoPhillips
Andrew Dittmar, Senior M&A Analyst, Enverus
Daniel Kohl, Head of A&D Advisory, UBS Investment Bank
Sponsored by:
10:15 AM
Networking Break
Sponsored by:
10:45 AM
Buyer's Spotlight: Laredo's Bold Transformation
Laredo Petroleum's Texas two-step to secure a new core position in the Northern Midland Basin while carving out a working interest farm-down in PDP assets puts the company in boot-scootin' prime position.
Moderator(s):
Brandy Fidler, Managing Editor, Oil and Gas Investor
Speaker(s):
Jason Pigott, CEO, Laredo Petroleum Inc.
11:15 AM
Roundtable: Private Equity’s New Groove
It’s the question everybody’s asking: Will there be new PE money for oil and gas investments? Can they raise new funds, and are they really looking to put money to work? We’re also starting to see more non-op transactions or MLP-style deals for production (without any meaningful intent to drill). This roundtable explores that as well as exit strategies and the side effects of now owning large amounts of public company stock.
Moderator(s):
Chris Heasley, Partner, Kirkland and Ellis LLP
Speaker(s):
Kyle Kafka, Partner, EnCap Investments LP
Peter Ray, Principal, NGP Energy Capital Management
Elizabeth DeStephens, Chief Strategy & Sustainability Officer, Black Knight Energy
Sponsored by:
Noon
Networking Lunch
1:15 PM
Buyer Spotlight: Permian Building Blocks
Following a model that has proved successful in the past, Earthstone Energy is gradually growing by one modest acquisition at a time, adding three deals already this year.
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Robert Anderson, President & CEO, Earthstone Energy Inc.
1:45 PM
Roundtable: The Lockbox—Finding Capital to Fund Transactions
Where is all the cash coming from for the A&D market now that deals are moving at a brisk pace? Are the days numbered for RBLs? Will the high-yield market stay hot? What other capital is out there? This panel will explore the state of traditional sources of capital and what new sources of capital are available for acquisitions.
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
Margaret Franks, Managing Partner & Chief Financial Officer, Selenite Energy Partners
Art Krasny, Managing Director, Head of Oil & Gas Finance, Wells Fargo Corporate & Investment Banking
Keith J. Behrens, Managing Director & Group Head, Energy Investment Banking Group, Stephens Inc.
2:30 PM
Networking Break
3:00 PM
Buyer's Panel: The Deals Explained
This session takes a deep dive into some of the most recent deals and those with capital to do deals. Hear from the dealmakers as they provide the details of the acquisitions and the motivations behind them.
Moderator(s):
Darren Barbee, Senior Editor, Oil and Gas Investor
Speaker(s):
Nick O'Grady, CEO, Northern Oil & Gas Inc.
Cameron Brown, Chief Financial Officer, Validus Energy
Tray Black, Vice President Finance and Chief Financial Officer, Vencer Energy LLC
4:00 PM
Roundtable: The State of Minerals Today
Once the can't-lose investment, minerals took a long pause during the Covid-era along with all of oil and gas. Will healthy commodity prices elevate the space back to the top of the standings, or will industry capital discipline slow the demand? What are the headwinds and tailwinds whipsawing minerals now?
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Darin A. Zanovich, President & CEO, Mesa Minerals Partners II, LLC
George M. Young Jr., CEO, Pegasus Resources LLC
Mark Deverka, Global Head, Technical Transaction Team, JPMorgan Chase & Co.
Jace Graham, CEO & Founder, Rising Phoenix Royalties
5:00 PM
The Deal Bunker: Networking and Cocktail Reception