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Join us at the 2019 Energy Capital Conference
With recent investor trends placing a premium on self-funded, organic growth, many public E&Ps have to think hard before issuing equity or adding substantial debt to their balance sheets. Nonetheless, a growing array of options beyond conventional reserve-based lending and terms loans is available: the greater flexibility of private equity and/or private credit; drillco joint ventures; convertible issues; mezzanine finance; and delayed draw term loans, to mentions just a few. Gain insights into these topics and others at the 2019 Energy Capital Conference, March 5 at the Fairmont Hotel in Dallas.
7:30 AM
Hot Breakfast & Networking
Sponsored by:
8:30 AM
Welcome and Opening Remarks
Speaker(s):
Chris Sheehan, CFA, Senior Financial Analyst, Hart Energy
8:35 AM
Opening Keynote: Shale 2.0 — How Will Private Equity Compete in a Rapidly Evolving Industry
This private equity pioneer has seen dozens of business plans and exits, and monitors industry trends that affect private E&Ps. He shares his thoughts on where it goes from here
Moderator(s):
Chris Sheehan, CFA, Senior Financial Analyst, Hart Energy
Speaker(s):
S. Wil VanLoh Jr., Founder & CEO, Quantum Energy Partners
Sponsored by:
9:05 AM
Roundtable: From High-Yield to Low Equity — How Public Investors View Your Return
What’s happening in the capital markets? Investors have turned an apathetic cold shoulder to E&Ps as issuances have declined for both equity and fixed income amid unsettled market conditions. How long will the big chill last? What’s the best avenue for accessing public capital? Will investors punish dealmaking? And can investors buy an IPO any time soon?
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
PRESENTATION NOT AVAILABLE
Doug Reynolds, Head, Global Investment Banking - Energy, Scotiabank
PRESENTATION NOT AVAILABLE
Robert Anderson, Managing Director, Jefferies LLC
PRESENTATION NOT AVAILABLE
Shawn Reynolds, Portfolio Manager, VanEck Associates Corporation
9:40 AM
Roundtable: Management Teams, Waterfalls and Exits — What Private Equity is Thinking
The game has changed for private equity providers and they are adapting to the new environment. What makes a team investable, how much skin do you have to have in the game, and how long must you hold?
Moderator(s):
Leslie Haines, Executive Editor-at-Large, Hart Energy
Speaker(s):
PRESENTATION NOT AVAILABLE
Frost W. Cochran, Managing Director, Post Oak Energy Capital
PRESENTATION NOT AVAILABLE
Geer Blalock, Managing Director, Denham Capital
PRESENTATION NOT AVAILABLE
Preston Powell, Managing Director, Carnelian Energy Capital
10:15 AM
Networking Break
10:45 AM
Roundtable: Bringing Value Forward — Private Debt and Alternative Credit
With traditional forms of capital pulling back from the sector, various forms of private credit are filling the gaps—and are even becoming core vehicles for funding operations.
Moderator(s):
Chris Sheehan, CFA, Senior Financial Analyst, Hart Energy
Speaker(s):
PRESENTATION NOT AVAILABLE
Jeff Bartlett, Managing Director, HPS Investment Partners
PRESENTATION NOT AVAILABLE
Jamie Brodsky, Managing Director, Riverstone Holdings LLC
Damon Putman, Managing Director, Energy, Angelo Gordon
PRESENTATION NOT AVAILABLE
Shalin Patel, Director of Research, Blackgold Capital Management
11:30 AM
Fire-Side Chat: “Rice Part II: Seeding Investments Across the Oil and Gas Sector”
Moderator(s):
Richard Mason, Chief Technical Director, Hart Energy
Speaker(s):
PRESENTATION NOT AVAILABLE
Daniel Rice, Partner, Rice Investment Group
Noon
Networking Luncheon
1:15 PM
Spotlight: A&D Metrics and Drivers
The A&D world has been slow and frustrating of late. These experts discuss recent deal metrics and what drivers might kick-start additional deal-making this year.
Moderator(s):
Emily Patsy, Associate Managing Editor, HartEnergy.com
Speaker(s):
Jason Martinez, Managing Director & Co-Head A&D Group, BMO Capital Markets
Sponsored by:
1:30 PM
Roundtable: Financing the Deal
With deal volume down, investors sidelined and volatility all about, getting deals across the finish line is getting harder and harder. This panel will look at creative deal structures and financings to get deals closed.
Moderator(s):
Emily Patsy, Associate Managing Editor, HartEnergy.com
Speaker(s):
PRESENTATION NOT AVAILABLE
Jason Martinez, Managing Director & Co-Head A&D Group, BMO Capital Markets
PRESENTATION NOT AVAILABLE
J.P. Hanson, Managing Director, Head of E&P Group, Houlihan Lokey
PRESENTATION NOT AVAILABLE
Hans Hubbard, Managing Director, CSG Investments Inc.
2:00 PM
Panel: The Mezz is Back in Town
Mezzanine financing usually remains a reliable standby when the broader capital markets are swinging shut. For that special project under study, mezzanine finance can at times be counter-cyclical, providing an attractive option when other capital market options are limited.
Moderator(s):
Leslie Haines, Executive Editor-at-Large, Hart Energy
Speaker(s):
PRESENTATION NOT AVAILABLE
Stuart Page, Managing Director, The Carlyle Group
PRESENTATION NOT AVAILABLE
Larry Tharp, Managing Director, GSO Capital Partners
Ronald Gajdica, Ph.D., Managing Director, EIG Global Energy Partners
2:45 PM
Networking Break
3:15 PM
Panel: Funding Development with Drilling Partnerships — Strategies and Structures
Proving up a concept can usually be done with traditional capital, but what about when you’re ready to step on the accelerator? Drilling partnerships — or "drillcos" — can be a ready source of funds with no hit to the balance sheet when you’re ready to amp up development drilling.
Moderator(s):
Richard Mason, Chief Technical Director, Hart Energy
Speaker(s):
PRESENTATION NOT AVAILABLE
Mark N. Stoner, Partner, Bayou City Energy
Marc Rowland, Founder & Senior Managing Director, IOG Capital
4:00 PM
Roundtable: Small Capital Strategies
While the lower middle market might be underserved, capital is still available for smaller, regional operators with good opportunities.
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Edward Geiser, Managing Partner, Juniper Capital
Ryan Childs, Principal, Production Lending LLC
PRESENTATION NOT AVAILABLE
Brian Crumley, Managing Partner, Vortus Investments
Christopher W. Sears, Partner, Energy Trust Partners
4:45 PM
The Capital Call Networking Reception