John R. Auers is a 38-year veteran of the petroleum refining industry. He is currently the Executive Vice President of Turner, Mason & Company, an international energy consulting firm located in Dallas, TX. He is the team leader of TM&C’s subscription products, including The Crude and Refined Products Outlook and the Worldwide Refinery Construction Outlook. He also leads assignments in the area of refining economics and planning, LP modeling, downstream asset valuation, crude oil valuation and capital investment and strategic planning. Auers joined the firm in 1987 after seven years with Exxon Corporation, where he held various positions at its Baytown, TX refinery. He holds a BS (1980) in chemical engineering from the University of Nebraska and an MBA (1984) from the University of Houston-Clear Lake. He speaks frequently at various national and international industry workshops and conferences regarding developments in the petroleum industry. Auers is a licensed professional engineer in Texas and Nebraska and is a member of TSPE and AIChE.
A. Chris Aulds is a Founder and Partner of Pearl Energy Investments. Prior to Pearl, Chris was one of the Co-Founders and Co-CEOs of TEAK Midstream from 2009 until its successful $1 billion sale in May 2013. Prior to TEAK, Chris was also one of the co-founders of Crosstex Energy Services where he served in numerous executive positons from the time of its inception in 1996 until his retirement in 2007.
Chris has more than 32 years of experience in the oil and gas industry including time as the vice president of gas supply and marketing at Comstock Natural Resources, and vice president in charge of gas supply, marketing, and business development for Victoria Gas Corporation. Chris began his career as a field operations engineer with Mobil Oil Corporation in 1985.
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Rick Black is Executive Vice President at Dennard Lascar Investor Relations, an investor relations and financial communications consulting and analytical services firm. He manages the firm’s Dallas office and is the senior leader of multiple client teams providing strategic financial communications planning to small and mid-cap public companies. Rick has extensive experience working with pre-IPO companies and launching multiple public offerings. His current client base spans diverse industry sectors, including industrial, banking, energy and retail sectors with prior experience in technology, healthcare, banking and others. With more than 20 years of investor relations experience, as well as media relations and crisis management experience, Rick has served as a trusted advisor to executive leadership teams and Board of Directors on behalf of companies in multiple industries.
He has been a member of the National Investor Relations Institute (NIRI) since 1999 and has served on the Dallas-Fort Worth NIRI Chapter Board since 2013, including as a former chapter president. He also teaches a financial communications course through Southern Methodist University’s (SMU) continuing education program. He holds a Bachelor of Arts degree in public relations with a minor in marketing from Texas Tech University.
Michael is a managing director in the Natural Resources Group within the Investment Banking Division and manages the Midstream and Downstream Investment Banking business. He joined the firm as a managing director in 2017. Prior to joining the firm, Michael worked at Citigroup for 18 years, most recently as a managing director in the Global Energy team and a senior leader of the Midstream Investment Banking business. Michael serves as a trustee of the Presbyterian School of Houston. Michael earned a BS in Political Science from Texas A&M University in 1999.
Mr. Cecere joined Tailwater at inception and is responsible for deal sourcing, transaction execution, and portfolio oversight. He currently serves as a Director of Petro Waste Environmental and TexStar Logistics. Mr. Cecere has over 10 years of experience advising and financing companies in the energy industry. Prior to joining Tailwater, Mr. Cecere was an Associate with HM Capital where his primary responsibilities included evaluating, executing, and monitoring investments in the energy portfolio. Mr. Cecere joined HM Capital from Merrill Lynch and Co., where he worked as an Analyst providing capital raising and M&A advisory services for midstream companies. At Merrill, he advised on M&A, equity, and debt financing transactions, primarily for master limited partnerships. Mr. Cecere earned an MBA from the Stanford Graduate School of Business and graduated Phi Beta Kappa from the University of Texas at Austin with a BBA in Finance and a BA in Plan II Honors.
Michael Chambers is a partner in the Houston office of Latham & Watkins and the Vice Chair of the firm's Global Corporate Department.
Mr. Chambers focuses his practice on leveraged finance and other debt and equity capital markets transactions. He has particular experience in public and private high yield bond offerings and term loan facilities, initial public offerings, and private equity financings. His representations include underwriters, lenders, and financial institutions, as well as issuers and borrowers.
Mr. Chambers has substantial transactional experience involving participants in the oil and gas industry including exploration and production companies, midstream companies, oilfield service companies, and refining and specialty chemical production companies.
Ben Davis, a partner with Energy Spectrum Capital, focuses on business development and deal execution for the firm's midstream private-equity business. Previously, he worked in the firm's investment-banking group, where his responsibilities included management of transaction-execution teams. Prior to joining Energy Spectrum, Davis was an analyst with energy investment-banking firm R. Reid Investments Inc., working with three of the founding partners of Energy Spectrum, and was a consultant in the field of organizational management. He received his B.A. from the University of Richmond.
Kenny Feng is the President and CEO at Alerian, which equips investors to make informed decisions about energy infrastructure and MLPs. As of August 31, 2018, over $16 billion is directly tied to the Alerian Index Series. Mr. Feng is a former Managing Director and Portfolio Manager at SteelPath, a Dallas-based MLP investment manager. Prior to his experience at SteelPath, Mr. Feng covered MLPs, Electric and Gas Utilities, and Diversified Gas Companies at Goldman Sachs in the firm’s Global Investment Research Division. Mr. Feng graduated summa cum laude with a Bachelor of Science in Economics and a Bachelor of Arts in International Studies from the University of Pennsylvania, and is a CFA charter holder.
David Finan serves as a Partner of EIV and a member of the firm’s Investment Committee. He is actively involved in firm strategy and is responsible for originating and stewarding investments across EIV’s areas of focus. David has more than 15 years of experience including energy finance in upstream, midstream, oilfield service and power sectors. David most recently served as Director for Quantum Energy Partners, where he participated in investment activities across upstream, midstream and oil field sectors; including portfolio company board participation and monitoring, evaluating and sourcing new investments, due diligence and transaction structuring and execution. In 2006, David joined GSO Capital Partners, a division of the Blackstone Group, where he served as Vice President of the energy investment team and provided credit, equity and special situation capital across the energy value chain. His responsibilities included negotiating and executing private investments, participating in syndicated offerings and monitoring ongoing investments within GSO and Blackstone’s credit and special-situation hedge funds. Prior to that, David held positions at JPMorgan and Credit Suisse’s investment banking Natural Resources Group, focusing on mergers, acquisitions and capital market transactions.
David received a Bachelor’s of Business Administration in Finance and Management Information Systems from Baylor University, graduating cum laude.
Greg Haas serves as Director of Integrated Energy for Stratas Advisors. Haas leverages 20 years of integrated global energy experience garnered in operating and fundamental research roles at Exxon, at EPRI (the Electric Power Research Institute) and pipeline and power consultancies, and at institutional sell-side investment brokerage firms including Raymond James Financial. Haas holds an MBA from Rice University and mechanical Engineering Masters and Bachelors of Science degrees from the University of Illinois.
Michael W. Hinton is the Chief Strategy and Customer Officer at Allegro Development Corp., a Dallas-based developer of commodity trading and risk management software for companies who buy, sell, produce or consume commodities. For more than 30 years, Allegro has delivered position visibility, risk management, comprehensive controls and regulatory compliance through a forward-compatible, next-generation architecture that is built for your business. Headquartered in Dallas, Texas, Allegro has offices in Calgary, Houston, Jakarta, London, Singapore and Zurich, along with a global network of partners. Visit Allegro's website at www.allegrodev.com.
Mark Huhndorff is a Managing Director in the Dallas investment banking office of Raymond James & Associates, Inc. which he joined in 1997. Raymond James is a publicly traded financial services firm with over $5 billion in annual revenues and a market capitalization of approximately $12 billion. Mr. Huhndorff specializes in the energy industry, with a focus on the midstream sub-sector. His deal experience includes mergers and acquisitions, public offerings, private placements, debt origination, and restructurings. Mr. Huhndorff has closed over 300 transactions, with an aggregate value of over $85 billion.
Previously, Mr. Huhndorff was a Process Specialist with Betz Laboratories, Inc., a Fortune 500 company. He was responsible for business development and relationship management related to the sales and application of specialty chemicals for all refineries in the Los Angeles area. Betz was eventually acquired by General Electric in 2002.
Prior to Betz, Mr. Huhndorff served four years as a commissioned officer in the Space Systems Division of the U.S. Air Force, where he achieved the rank of Captain. He was the Chief Engineer for the Titan IV launch vehicle and supported Cape Canaveral launch operations for strategic military satellites used in the global support of US military initiatives, including Operation Desert Shield (August 1990 – January 1991) and Operation Desert Storm (January 1991 – February 1991).
Bernadette Johnson serves as Vice President, Market Intelligence for DrillingInfo and is responsible for helping to grow and expand DI’s analytics offerings. She joined Drilling Info through the acquisition of products and services from Ponderosa Advisors. With over 10 years’ experience in the energy industry, Bernadette has earned the reputation of industry expert with extensive experience providing crude, natural gas, and NGL fundamentals analysis and advisory services to various players in the North American and Global energy markets. A regular commentator for and speaker to the energy industry, her specific market expertise spans: financial trading, production forecasts, demand forecasts by sector, infrastructure analysis, midstream analysis, storage value analysis, and price forecasts. Prior to joining Ponderosa, and now DI, Bernadette was Senior Research Analyst for Sasco Energy Partners in Westport, CT where she provided analytics and research support for a team of financial traders active in natural gas, power and oil futures markets. Bernadette began her career with BENTEK Energy, LLC as a Senior Energy Analyst, Natural Gas Market Fundamentals and consulting project team lead. In addition to her current role at Drilling Info, Bernadette remains a partner and shareholder in Ponderosa Advisors' remaining businesses. Bernadette holds a MS Degree in International Political Economy of Resources and a BS Degree in Economics, from the Colorado School of Mines.
Samir covers the midstream industry for RSEG: pipelines, processing and storage. He has over 20 years of energy industry experience, from designing refineries as a process engineer to managing a natural gas storage start-up. His work experience includes valuing nuclear power assets, wind farms, peaking and baseload natural gas power generation, merchant DC electrical transmission, natural gas storage assets and transportation contracts. He holds a bachelor of science in chemical engineering from the University of Alberta and an MBA from the Tepper School of Business at Carnegie Mellon.
Josh is the Partner in charge of the Complex Financial Reporting group of Opportune LLP in Houston, including oversight of the firm’s Denver and Tulsa offices. Josh has 20 years of experience in providing clients across the energy spectrum with technical research, capital markets and SEC reporting assistance. Josh and his team of over 30 professionals have led all financial statement and disclosure aspects of the IPO process for over two dozen clients within the E&P, midstream, oilfield service and power sectors. In addition, he assists over 100 clients annually with researching, concluding and reporting for the most complex transactions affecting their businesses. Prior to joining Opportune, Josh worked in the audit and global energy markets department with Deloitte & Touche where he managed the audits of regulated gas and electric utilities, independent power producers and energy trading entities.
Josh previously served on the board of directors as Audit Committee Chairman of JP Energy GP II LLC (MLP), Trans Energy Inc. and Voyager Oil & Gas (Emerald Oil). Specifically, as the Lead Independent Director of Trans Energy, Josh initiated and led the company’s successful restructuring and ultimate sale to EQT – a transaction recognized by The M&A Advisor as the 2017 Out-of-Court Restructuring of the Year Over $100 Million.
Outside of Opportune, Josh has been involved in several community and school activities, including as a past Board Member and Audit Chair of the Literacy Council of Fort Bend County. Josh currently serves as Chairman Emeritus of the American Heart Association’s Paul “Bear” Bryant Award honoring college football’s Coach of the Year. Josh also currently serves on the Dean’s Energy Task Force and Executive Council of the Energy Management Program at The University of Texas at Austin McCombs School of Business.
Sunil has twenty-five years of progressive international experience in the energy sector, most recently at Seaport Global which he joined in 2014 to cover and build-out the firm’s MLP/Midstream Infrastructure Research. Prior to that he was with Citi where he covered the midstream MLPs and built out the various commodity forecast models. Prior to Citi he held roles identifying investment opportunities in the natural resources and energy sector at BofA and Natixis as well as project development and engineering roles at Fluor and ABB Lummus Global (CVX JV). Sunil holds an MBA with High Distinction from Ross School of Business at University of Michigan and a Bachelor’s degree in Chemical Engineering from Panjab University in India.
Gerry Spedale is a partner in the Houston office of Gibson, Dunn & Crutcher. His practice focuses on capital markets, mergers and acquisitions, JVs and corporate governance matters for companies and private equity clients in the energy industry, including MLPs. He has extensive experience representing issuers and investment banks in both public and private debt and equity offerings, including IPOs, convertible note offerings and offerings of preferred securities. He also has substantial experience in public and private company acquisitions and dispositions and board committee representations.
Recognition, includes The Legal 500 U.S. (2013) and The Best Lawyers in America® (2012-2018). He earned his J.D. magna cum laude from Tulane University Law School, where he was elected to the Order of the Coif. He graduated cum laude from Louisiana State University, where he earned a B.A. degree in Political Science.
The MLPA is managed by Lori E. L. Ziebart, its Executive Director. As Executive Director, Ms. Ziebart leads and manages MLPA’s operations and outreach activities with policymakers and the investment community to communicate the significant value master limited partnerships (“MLPs”) contribute to the U.S. economy.
Ms. Ziebart spent several years on Capitol Hill, holding positions of increasing responsibility including tax counsel to the U.S. Senate Finance Committee. Ms. Ziebart also previously worked for KPMG and Vinson & Elkins, and served as Vice President of Government Affairs for El Paso Corporation and Goldman Sachs before establishing her own consulting business. Before becoming Executive Director, she was engaged by MLPA to support its legislative and regulatory outreach activities. Ms. Ziebart is a graduate of Mount Holyoke College and Georgetown University Law Center and serves on the Alerian Advisory Board.