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Consolidations Continuing Throughout 2023

October 3, 2023 | Dallas, TX | Statler Hotel

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The A&D Strategies and Opportunities Conference focuses on oil and gas dealmakers, bringing together C-suite decision makers, deal advisory firms, private equity fund managers, and every other player from legal to landman. The conference features private and public companies exploring the latest macro trends in A&D. We’ll spotlight individual deals over the past year, activity trends in each basin, and what’s next for transactions.

Prominent deal makers emerge as their transactions are announced throughout the year. This year has seen a heavy concentration of deals in the Eagle Ford Shale, the Permian Basin, and in midstream (pipeline) deals. Along with the typical M&A, the industry has experienced an uptick in joint venture activity. 

Hart Energy’s A&D conference is its oldest and most prestigious event, attracting the most notable dealmakers of the shale era. Those basin players are now moving into a post-boom consolidation period, balancing the need for shareholder returns with the need to find additional, drillable inventory.

The conference is Day 2 of our two-day finance-focused event in Dallas, TX.
Register to attend both days and save 35% on your registration.

Key Topics to be Covered

Join us in October when industry leaders will discuss topics such as:

  • Dealing with Uncertainty
  • A&D Metrics, Trends and Top Takeaways
  • Putting Stock in Deals
  • Buyers Spotlight
  • Private Equity, Pensions and Foundations Round Table
  • Consolidations

View Agenda

Meet Our Speakers

You’ll hear from speakers representing the most active players, from the financial community to the producers’ C-suites.
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Denna Arias

Corporate Development Officer, Opportune LLP

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Chris Atherton

CEO, EnergyNet

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Seenu Akunuri

Leader - U.S. Energy, Utilities and Resources Valuation Practice, PwC

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Graham Bayley

CFO, VTX Energy Partners

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Michael Bertuccio

Founding and Managing Partner, Wincoram Asset Management

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Justin Carlson

Co-Founder - Chief Commercial Officer, East Daley Analytics

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David Deckelbaum

Managing Director, Energy – Oil & Gas Exploration and Production, Cowen

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Joseph Wm. Foran

Matador Resources Company, Founder, Chairman and CEO

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Laura Gu

Vice President of Corporate and Asset Development, SilverBow Resources Inc.

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Austin Hahn

Head of Strategic Execution/ Corporate Development, EQT

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Trevor Howard

Senior Vice President & Chief Financial Officer, Kinetik

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Michael R. King

Partner, Latham & Watkins

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Mark Lumpkin Jr.

CFO, Earthstone Energy

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R.J. Malenfant

,Partner, Kirkland & Ellis

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Charlie Ofner

Partner, White & Case

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Nick O'Grady

CEO, Northern Oil & Gas

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Jason Pigott

President & Chief Executive Officer, Vital Energy

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Alexandre Ramos-Peon, PhD

Head of Shale Well Research, Rystad Energy

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Doug Reynolds

Managing Director, Piper Sandler

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Daniel Rojo

Managing Director, Opportune Partners LLC

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Carlos Santacruz

Co-Head of A&D, Wells Fargo

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Eric J. Stevens

President and Chief Operating Officer, NSAI

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Wes Williams

Partner, Akin

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Jay Young

CEO, King Operating Company

View All Speakers

Networking Reception Monday, October 2nd

Subject to change

1:00 PM 
REGISTRATION OPENS 
5:00 PM

Networking Reception

There are deals to be made here! Arrive early and take time to mix and mingle with your A&D Strategies and Opportunities Conference colleagues on October 2 at the Statler Hotel's infamous Scout lounge featuring bowling, billiards, sports streaming on big screen tv’s & more... As a special treat, meet and mingle with the Executive Capital Conference attendees!

SPONSORED BY:

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Agenda Subject to Change
Day 1 Tuesday, October 3rd

Subject to change

7:30 AM 
REGISTRATION OPENS & Networking BREAKFAST
8:30 AM 
Welcome to THE A&D STRATEGIES & oPPORTUNITIES CONfERENCE 2023
8:35 AM

Opening Keynote: The A&D Universe

Northern Oil & Gas has climbed its way from the post-pandemic world, when its share prices were below $4, to a stock price 10 times that today. All along the way, the company has continued to make acquisitions -- 10 since 2020. But Northern now has the wherewithal to play matchmaker, partnering with two companies to launch Permian Basin acquisitions valued at more than $2 billion. CEO Nick O'Grady discusses M&A, Northern's strategy and its rise from a small acquirer in the Bakken to its recent ascent in the Permian Basin.

MODERATOR:
Jordan Blum, Editorial Director, Hart Energy 

SPEAKER:
Nick O'Grady, CEO, Northern Oil & Gas

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:
Jay Young, Founder and CEO, King Operating

SPEAKER:
David Deckelbaum, Managing Director, Energy - Oil & Gas Exploration and Production, Cowen

SESSION SPONSORED BY:

King Operating logo

9:30 AM

Roundtable: What Price Permian?

In the wild days of the shale boom, E&Ps were shelling out huge sums for undeveloped acreage. Now that the oil and gas sector has buttoned up into a more respectable capital restraint, how has Permian A&D changed and is the pricing for acreage and PDP really any different?

MODERATOR:
R.J. Malenfant, Partner, Kirkland & Ellis 

PANELISTS:
Seenu Akunuri, Leader - U.S. Energy, Utilities and Resources Valuation Practice, PwC
Mark Lumpkin Jr., Chief Financial Officer, Earthstone Energy
Daniel Rojo, Managing Director, Opportune Partners LLC

SESSION SPONSORED BY:
Kirkland and Ellis logo

10:15 AM
Networking Break
 
11:00 AM

Panel Discussion: The Gas Deal Pipeline

Operators are working through the stages of grief after missing out from selling at higher prices during 2022’s great gas price hike. But signs are that  gas deals are coming back to market. While gas deals have been hit or miss since prices tumbled last year, what’s prompting the comeback for natural gas deals and how does the Permian’s expected flood of natural gas factor in?

MODERATOR:
Wes Williams, Partner, Akin

PANELISTS:
Austin Hahn, Head of Strategic Execution / Corporate Development, EQT
Michael Bertuccio, Founding and Managing Partner, Wincoram Asset Management

SESSION SPONSORED BY:

Akin logo

11:40 AM

Buyer's Spotlight: Matador Resources

Joseph Wm. Foran, CEO of Matador Resources discusses the importance of relationships in transactions as he discusses Matador's purchase this year of EnCap Investments LP-backed Advance Energy Partners Holdings LLC for $1.6 billion.

MODERATOR:
Darren Barbee, Senior Managing Editor, Hart Energy 

SPEAKER:
Joseph Wm. Foran, Founder, Chairman and CEO, Matador Resources Company

12:05
Networking Lunch 
 
1:00 PM 

Sighting the Target, Pulling the Trigger

What strategies do sellers and buyers use to frame up their goods to find the best transaction? And, once they do, in the current commodity and macro environment, how are companies structuring their deals, including using cash stuffed wallets, third parties and contingency payments,, for the proverbial win-win?

SESSION SPONSOR MODERATOR:
Michael R. King, Partner, Latham & Watkins

PANELISTS:
Denna Arias, Corporate Development Officer, Opportune LLP
Chris Atherton, Chief Executive Officer, EnergyNet
Laura Gu, Vice President of Corporate and Asset Development, SilverBow Resources Inc.
Doug Reynolds, Managing Director, Piper Sandler


SESSION SPONSORED BY:

Latham and Watkins logo

1:45 PM

Buyers Spotlight: Vital Energy

After transforming from Laredo Petroleum into Vital Energy at the beginning of the year, the expanded Vital is now growing in the Permian Basin with a rapid buying spree earlier this month. Vital will add nearly 53,000 net acres and 248 million barrels of oil equivalent in both the Delaware and Midland basins from three acquisitions with affiliates of Henry Energy, Tall City and Maple Energy for a combined $1.165 billion. 

MODERATOR:
Eric J. Stevens, President & Chief Operating Officer, Netherland, Sewell & Associates Inc.

SPEAKER:
Jason Pigott, President & Chief Executive Officer, Vital Energy

SESSION SPONSORED BY PRESENTING SPONSOR:

nsaii LOGO

2:15 PM

Midstream Mettle

Midstream companies have been on an M&A consolidation spree so far in 2023, with multiple multi-billion dollar deals transacted since January -- continuing, most recently, with Energy Transfer’s $7.1 billion acquisition of Crestwood Equity Partners in mid-August. What’s driving midstream companies' consolidation at such a rapid clip? And where do pipeline operators find synergies in these deals?

MODERATOR:
Charlie Ofner, Partner, White & Case

PANELISTS:
Justin Carlson, Co-Founder - Chief Commercial Officer, East Daley Analytics
Trevor Howard, Senior Vice President & Chief Financial Officer, Kinetik

SESSION SPONSORED BY:

White and Case Logo

2:45 PM
Networking Break
 
3:15 PM

Dealmaker's Spotlight

Vitol-based VTX Energy Partners is continuing to grow in the Permian's southern Delaware Basin with new acreage. But the best acreage and new deals are getting harder and harder to put together. 

MODERATOR:
Darren Barbee, Senior Managing Editor, Hart Energy

SPEAKER:
Graham Bayley,  CFO, VTX Energy Partners 

4:00 PM

Panel Discussion: Tier 2 is the New Tier 1

It’s all about inventory. A rash of deals in the Eagle Ford and others in the Bakken shows that even mature plays still command attention. E&Ps remain laser focused on the hunt for inventory and are scouring opportunities they once might have overlooked for deals. As Tier 1 inventory is depleted, where will they look next? 

MODERATOR:
Jordan Blum, Editorial Director, Hart Energy 

PANELISTS:
Carlos Santacruz, Managing Director, Wells Fargo
Alexandre Ramos-Peon, PhD, Head of Shale Well Research, Rystad Energy

4:30 PM
Conference adjourns
 
Agenda Subject to Change
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Chris Atherton

CEO and PresidentEnergyNet

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Darren Barbee

Senior Managing EditorHart Energy

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Greg Butler

Vice PresidentQuantum Energy Partners

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Justin Carlson

Co-Founder - Chief Commercial OfficerEast Daly Analytics

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David Deckelbaum

Managing Director/ET and SustainabilityCowen

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JP Hanson

Managing DirectorHoulihan Lokey

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Hinds Howard

CBRE Investment ManagementPrincipal, Portfolio Manager

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Daniel Kohl

Managing DirectorOpportune

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Patrick Lynch

Business DevelopmentRystad Energy

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Pavel Molchanov

Managing Director, Renewable Energy and Clean TechnologyRaymond James

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Art Krasny

Managing DirectorWells Fargo

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Doug Reynolds

Managing DirectorPiper Sandler

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Ann Rhoads

Energy Vice PresidentGulf Capital Bank

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Marisol Salazar

SVP & ManagerBOK Financial

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Sunil Sibal

Managing Director and Senior AnalystSeaport Global

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Chris Simon

Executive Vice President Business DevelopmentRockcliff Energy

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James E. Smith

ShareholderCrain, Caton & James

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Bran Thielmann

PartnerEnCap Investments LP

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Kevin Townsend

PresidentTownsend Energy Advisors

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James West

Senior Managing DirectorEvercore ISI

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