Conference Agenda

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7:30 AM
Breakfast & Registration
Sponsored by:
8:30 AM
Welcome & Opening Remarks
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
8:35 AM
Keynote: The Great Capital Dislocation
Maybe it’s because of challenged returns or the rise in ESG investing, but the capital flight from the oil and gas space is unprecedented. Can you spare an oil bum a dollar? Whether it’s public investors, private equity or banks, money is tight. What are the headwinds facing oil and gas capital, and how have sources and uses of capital in the upstream industry changed going forward?  
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Dan Pickering, Founder & Chief Investment Officer, Pickering Energy Partners
Sponsored by:
9:15 AM
Roundtable: Where Are The RBL Banks? Seeking Loan Capacity for Oil and Gas
The tried-and-true borrowing base is not working so well for commercial oil and gas lenders and many are pulling out of syndications with few willing lenders to step in, leaving operators worried about their RBLs. What’s the state of the commercial lending markets? Are more exiting, or are banks getting back to lending? What are the terms if so? Or is it pencils down for traditional bank debt?
Moderator(s):
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Speaker(s):
Steve Kennedy, Executive Vice President & Head of Energy Banking, Amegy Bank
Mari Salazar, Senior Vice President & Manager Energy Financial Services, BOK Financial
Bernard "Buddy" F. Clark, Partner & Co-Chair, Energy Practice Group, Haynes and Boone
Greg Determann, Managing Director, JPMorgan Chase & Co.
Sponsored by:
10:00 AM
Networking Break
10:30 AM
Roundtable: Capital Markets Fairway: What Does Wall Street Want to See Now?
High-yield debt is going cheap, equity is issuing for mergers and smaller companies, and don’t look now but was that an E&P IPO? Are the public markets really opening again for oil and gas? Is it just a big company market, or can smaller deals get funded? In a live-within-cash-flow world, do operators even need the capital markets? And what impact is ESG having on upstream capital raising?
Moderator(s):
Nissa Darbonne, Editor-at-Large, Oil and Gas Investor
Speaker(s):
Hillary Holmes, Co-Chair of Capital Markets, Gibson, Dunn & Crutcher LLP
Tim Perry, Managing Director, Credit Suisse
Andrew McConn, Head of Commercial Intelligence, Enverus
Alexander Montano, Managing Director, Roth Capital Partners
Sponsored by:
11:15 AM
Roundtable: Private Equity’s Crossroads: Can Oil and Gas Transact?
Private equity firms in the oil and gas space are picking up the last pieces of old-model portfolios and transitioning to new ideas. Will those ideas include oil and gas? What is the LP appetite now for fossil fuels, and what is the fundraising outlook? How much dry powder is really available from PE and what types of transactions will draw interest? And is now the perfect time to buy? What is the new PE plan?
Moderator(s):
Cliff Vrielink, Partner, Sidley Austin LLP
Speaker(s):
Jeff Bartlett, Managing Partner, Pontem Energy Capital
Scott Browning, Principal, Apollo Global Management
Brad Thielemann, Partner, EnCap Investments LP
Sponsored by:
Noon
Networking Lunch
1:30 PM
Roundtable: Rescue Capital – Energy Credit Alternatives
With banks pulling back, private capital is stepping in to fill the gaps for asset-backed debt and essentially becoming the new banks for producers. How are the private markets positioning their capital for this environment? Who are the active alternative lenders and how do they define their market? What range of terms?
Moderator(s):
Justin Hoffman, Partner, Baker Botts
Speaker(s):
Don Dimitrievich, Managing Director, HPS Investment Partners
Mukul Hariharan, Director, Houlihan Lokey
Christina Kitchens, Managing Partner, 3P Energy Capital
Damon Putman, Managing Director, Energy, Angelo Gordon
Sponsored by:
2:15 PM
Roundtable: Betting Big on Energy Infrastructure
Whether it be infrastructure for natural gas, industrial decarbonization, electric vehicles or renewable energy, significant investment in energy infrastructure will be increasingly required as the energy transition unfolds. This session will focus on the role of private equity in making investment in the necessary infrastructure. 
Moderator(s):
Justin Stolte, Partner, Latham & Watkins LLP
Speaker(s):
Preston Powell, Managing Director, Carnelian Energy Capital
Greg Davis, Partner, EIV Capital
Brian Jinks, Managing Director, Moelis & Company
Sponsored by:
3:00 PM
Networking Break
3:30 PM
Roundtable: Underwriting Investments in Energy Transition and Emerging Technologies; Opportunities and Pitfalls
What are the specific opportunities within energy transition and tech that private equity should target? In what ways are such opportunities different than investing in traditional energy and in what ways are they the same? How can one diligence and structure investments to protect against a downside case?
Moderator(s):
Shubi Arora, Partner, Kirkland and Ellis LLP
Speaker(s):
Alex Jackson, Director, Quantum Energy Partners
Josh Shishkoff, Senior Vice President, Orion Energy Partners
Stan Shpetner, Managing Director, Pickering Energy Partners
Patrick Yip, Managing Director, GEC
Sponsored by:
4:30 PM
Networking Reception
Sponsored by: