sPONSORED BY:
forv/s
Opening Keynote: Global Energy Perspectives for 2023
The next year will be a pivotal time for energy producers. As the world struggles for supply, oil, and particularly natural gas, are back on investors' and politicians’ minds. Given the midterm elections are right around the corner, learn key insights on the future of oil and gas, as well as renewable energy, for the next twelve months.
MODERATOR:
Jim Wicklund, Principal, Wicklund & Associates
SPEAKER:
Tim Perry, Chairman & Global Co-Head of Energy & Transition, Credit Suisse
SPONSORED BY:
NSAI
U.S. Energy Production: Where are the Best Investment Opportunities?
This roundtable of private equity executives and rapidly growing energy producers discuss the energy sector's outlook and what executives and stakeholders can do now to attract backing.
MODERATOR:
Omar Samji, Partner and Global Co-Leader, Energy Innovation, Shearman & Sterling LLP
SPEAKER(S):
Matt Chuchla, Partner, Quantum Energy Partners
Mark Lumpkin Jr., Chief Financial Officer, Earthstone Energy Inc.
Michael Mayon, Partner, Energy Spectrum Capital
SPONSORED BY:
SHEARMAN & STERLING
The Future of Capital Raising in the Oil & Gas Sector
As the energy landscape evolves, many in oil and gas recognize that attracting investors will be a challenge going forward, and while some are taking steps to do something about it, others aren’t as far along. These industry leaders will share how they are finding new ways to raise the necessary capital and what they are doing to improve their game.
MODERATO):
Ashley Nguyen, Associate, Latham & Watkins LLP
SPEAKER(S):
Patti Melcher, Managing Partner & Co-Founder, EIV Capital
Jeannie Powers, Managing Director, EIG Partners
Cole Robertson, Managing Partner, Saxum Capital Partners
SPONSORED BY:
LATHAM + WATKINS
Investing Landscape in Traditional and Renewable Energy
Hear from noted private equity funds on the outlook for future energy investment across services, products, and technology in the traditional oil and gas and clean energy sectors.
MODERATOR:
Kris Agarwal, Partner, Willkie Farr & Gallagher LLP
SPEAKER(S):
Hossam Elbadawy, Managing Director, SCF Partners
Greg Highberger, Managing Director, Lime Rock Partners
Justin Kwan, Vice President, The Carlyle Group
SPONSORED BY:
WILLKIE FARR & GALLAGHER LLP
Transitioning Investment: Capital Flow Into Supplemental Btu Sources
Here's a look at investment trends in supplemental energy sources. As global demand for energy increases exponentially, so does the call on capital necessary to provide affordable and responsible fuels.
MODERATOR:
John Goodgame, Partner, Akin Gump Strauss Hauer & Feld LLP
SPEAKER:
Robert Birdsey, Managing Partner and Founding Partner, GreenFront Energy Partners
SPONSORED BY:
AKIN
Midstream Fireside Chat
EnLink Midstream’s CEO shares his perspective on today's oil and gas markets, returning meaningful value to shareholders, and how EnLink is actively participating in the energy transition with its growing carbon capture business.
MODERATOR:
Emily Easley, CEO, NOVUS Energy Advisors
SPEAKER:
Jesse Arenivas, CEO, EnLink Midstream LLC
Afternoon Keynote: Answering the Call for Affordable, Reliable, Lower Carbon Energy
U.S. independent producers are returning billions of dollars’ worth of cash to shareholders, and yet the sector remains dramatically undervalued. Do investors want dividends instead of share buybacks from operators that have mastered free cash flow? What can oil and gas producers do to attract generalist investors back to the space? Chesapeake’s CFO shares how the company is generating attractive and sustainable capital returns while discovering and responsibly developing leading positions in top U.S. oil and gas plays.
MODERATOR:
Holt Foster, Partner & Co-Leader - Global Energy Practice Group, Sidley Austin LLP
SPEAKER:
Mohit Singh, Executive Vice President and Chief Financial Officer, Chesapeake Energy Corp.
SPONSORED BY:
SIDLEY
The Future of U.S. Energy Security
The current global disparity between demand and available supply for oil and natural gas is precarious. Hear from panelists on the outlook for future energy security and opportunities in traditional oil and gas as well as alternative energy.
MODERATOR:
Emily Easley, CEO, NOVUS Energy Advisors
SPEAKER:
Jim Wicklund, Principal, Wicklund & Associates
Capital Formation: The Return of Debt and Equity
While national banks pull back on oil & gas lending, regional banks are stepping up and increasing market share. Rising interest rates and lofty inflation puts much of the country vulnerable to a possible recession, however, experts think energy-heavy states are poised to navigate the downturn better than most given strong commodity prices.
MODERATOR:
Doug Getten, Partner, Baker Botts
SPEAKER(S):
Tim Murray, Managing Partner, Bayou City Capital Advisors
Evan Smith, Senior Vice President, Stephens Inc.
Rusty Stehr, Senior Vice President - Oil and Gas Lending, WaFD
SPONSORED BY:
BAKER BOTTS
How Innovation Can Lead the Way to Capital
One area of energy where capital raising has proven a bit more attainable is technology. Hear from these energy tech startups and find out how they’ve been able to attract investors in this age of energy transition.
MODERATOR:
Shubi Arora, Partner, Kirkland and Ellis LLP
SPEAKER(S):
Matt Campbell, CEO, Terabase
Garrett Fowler, Chief Operating Officer, ResFrac
Michael Grenier, Managing Partner, BluOx Ventures
SPONSORED BY:
KIRKLAND & ELLIS4:20 PM
Emerging Opportunities: Metals, Mining, Materials, and More
From metals such as lithium and cobalt to cryptocurrency mining, and everything in between, there are several new avenues for energy investors these days. Find out how each stack up and why you should or shouldn’t put them in your portfolio.
MODERATOR:
Deon Daugherty, Editor-in-Chief, Oil and Gas Investor, Hart Energy
SPEAKER(S):
Rhett Bennett, Executive Chairman, Black Mountain Energy
Matt Lohstroh, Co-Founder, Giga Energy
There's deals to be made here! Take time to mix and mingle with your Executive Capital 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 A&D Strategies and Opportunities Conference attendees!