Conference Agenda

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5:00 PM
Poolside Networking Reception
There's deals to be made here! Take time to mix and mingle with your A&D Strategies and Opportunities Conference colleagues at the Fairmont Hotel's stunning pool with overview of downtown Dallas.  The party by the pool will feature food, pool side cocktails and live steel drum music. As a special treat, meet and mingle with the Executive Capital Conference attendees!
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7:30 AM
Networking Breakfast
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8:30 AM
Welcome to A&D Strategies & Opportunities
Consolidation continues to gather strength in 2022, but it’s now confined to the Permian Basin. While the Permian Basin continues to be the M&A world’s center of attention, other basins are beginning to get attention while the second half looks to heat up after a slow start.
8:35 AM
Opening Keynote and Fireside Chat: Dealing with Uncertainty
After COVID-19 appearing to recede, the oil and gas industry seems poised to move forward with capital discipline and even more deals. Devon Energy has been the exception in a chaotic year, with the company making two deals in excess of $2.6 billion. Devon's chief deal maker will discuss the company's strategy for acquisitions in the Williston Basin, Eagle Ford Shale and beyond.
Moderator(s):
Darren Barbee, Senior Editor, Hart Energy
Speaker(s):
David Harris, Executive Vice President and Chief Corporate Development Officer, Devon Energy Corp.
9:05 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):
Jay Young, President & CEO, King Operating Corporation
Speaker(s):
David Deckelbaum, Managing Director, Energy – Oil & Gas Exploration and Production, Cowen and Company
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9:30 AM
Roundtable: Putting Stock in Deals
Deal after deal, stock has become perhaps the primary currency for companies looking to build scale under the premise that sellers will benefit from higher share prices. Month after month, public companies are finding new ways to reward shareholders with fixed and variable dividends and buybacks. Even as most E&P stocks have made healthy gains, compared to oil and gas prices they’re barely getting 75-cents not he dollar for the commodities they produce. E&Ps remain a tiny percentage of the S&P 500. With investors seemingly undervaluing stock, is it the best or only exit for sellers?
Moderator(s):
Darren Barbee, Senior Editor, Hart Energy
Speaker(s):
Craig Lande, Managing Director, RBC Capital Markets LLC
10:00 AM
Networking Break
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10:45 AM
Buyer's Spotlight
Earthstone Part II: The Return of Earthstone. Turns out that after an $800 million acquisition spree in Permian last year, Earthstone wasn’t quite done. This year the company has tacked on nearly $1.5 billion more this year to buy Titus and Bighorn. Here’s how (and why) they did it.
Moderator(s):
Jordan Blum, Editorial Director, Hart Energy
Speaker(s):
Robert Anderson, President & CEO, Earthstone Energy Inc.
11:15 AM
Roundtable: Private Equity, Pensions and Foundations
Private equity players EnCap and Apollo made a massive $1.7 billion commitment in June to Double Eagle, which will again mine the Permian for deals. That’s been the exception for the oil and gas space. Will foundations and even pension funds sit out a new round of investment or is there hope (and cash) still to be found in their deep pockets?
Moderator(s):
Wesley P. Williams, Partner, Akin Gump Strauss Hauer & Feld LLP
Speaker(s):
William J. Quinn, Founder and Managing Partner, Pearl Energy Investments
Douglas Reynolds, Managing Director, Piper Sandler
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Noon
Networking Luncheon
1:15 PM
Buyers Spotlight
So far in 2022, Northern Oil and Gas has announced or closed $1.1 billion in piecemeal deals and, since 2021, racked up $1.6 billion in acquisitions, including three consecutive Permian Basin transactions. Where’s the company’s strategy headed, how has it managed to keep leverage deadlocked at 1x and what’s next?
Moderator(s):
Will Eiland, Partner, Kirkland and Ellis LLP
Speaker(s):
Nick O'Grady, CEO, Northern Oil & Gas Inc.
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1:40 PM
Roundtable: The Federal Problem
Demonized, kicked and then criticized, deals on federal lands seem like a gamble for at least the next couple of years. The same goes for EPA regulations, pipelines and more. How are operators navigating deals in an era in which an asset’s worth can change with the stroke of an Oval Office pen?
Moderator(s):
Charlie Ofner, Partner, White & Case
Speaker(s):
James Coleman, Professor of Law, Southern Methodist University Dedman School of Law
Parker Reese, President & CEO, Ameredev II LLC
2:15 PM
Networking Break
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3:00 PM
Roundtable: Consolidation is Contagious
For most of 2021, the Permian and, to a lesser extent, the Haynesville, were the epicenters for serious, widespread consolidation. But a flurry of deals elsewhere, particularly in the Williston Basin, have dealmakers looking to new horizons – with even the Barnett starting to draw serious attention for M&A.
Moderator(s):
Stephen C. Szalkowski, Deputy Office Managing Partner, Latham & Watkins LLP
Speaker(s):
Andrew Dittmar, Director, Enverus
Darrin Henke, President & CEO, Ranger Oil Company
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3:40 PM
Buyer's Panel
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):
Eric Stevens, President and Chief Operating Officer, NSAI
Speaker(s):
Daniel Kohl, Co-Head and Managing Director of Opportune Partners LLC, Opportune LLP
Paul D. McKinney, CEO and Chairman of the Board, Ring Energy Inc.
Lauren Varnado, Office Managing Partner, Michelman & Robinson LLP
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4:40 PM
The Art of the Shale Sale
Exploring A&D trends in US shale dealmaking. Hear about how the sausage gets made with the very recent sale of Eagle Ford operator Validus Energy to Devon Energy. Learn about the latest shale A&D consolidation prognostications.
Moderator(s):
Erin Hopkins, Partner, Baker Botts
Speaker(s):
Cameron Brown, Executive Vice President & Chief Financial Officer, Validus Energy
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5:00 PM
The Deal Bunker: Networking and Cocktail Reception
Attend this reception and you'll realize how valuable the discussions can be to your business.
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