Thursday, September 2, 2010
8:30 Welcome and Opening Remarks
Steve Toon, Editor, A&D Watch
8:35 Opening Keynote: Oil and Gas Price-Trend Forecasts
 | Tom Petrie Vice Chairman Bank of America Merrill Lynch |
9:00 Dealmaker Spotlight: Building Companies, Contrasting Styles
Two well-known acquirers are back in the game, growing companies from the ground up—but with differing strategies. One is piecing together small unconventional buys in the shales. The other is seeking conventional legacy assets and recently tripled the company’s reserves with a $900-million deal. Here they reveal their buying strategies.
Moderator: Steve Toon, Editor, A&D Watch
- Gary Evans, Chairman of the Board and CEO, Magnum Hunter Resources Corporation
- Mark Castiglione, Vice President-Business Development, Quantum Resources Management LLC
Presentation not available for download
9:45 Networking and Refreshment Break
10:15 The A&D Marketplace: Buyer & Seller Opportunities
Competition for assets continues to grow, especially as gas-weighted producers push to bulk up on oil and liquids, and others seek high ground in unconventional gas plays. What are the current market dynamics affecting A&D opportunities today, and what are the hidden opportunities?
Moderator: Martin Fleming, Sr. Vice President, Noble Royalties
- Metrics & Drivers: What Assets Cost Today and What is in Demand
Scott Richardson, Co-founding Principal, RBC Richardson Barr - Growing the Oil Weighting: Asset Availability and New Horizontal Plays
Sylvia Barnes, Managing Director-Head of Energy Investment Banking, Madison Williams & Co. - JV Mania: How Joint Ventures Are Changing the Face of M&A
William A. Marko, Managing Director, Jefferies & Company, Inc - Eagle Ford Explosion: Update on Acquisition Activity
Christopher J. Simon, Managing Director - Energy Investment Banking, Head of Asset Acquisitions & Divestitures, Raymond James & Associates, Inc.
11:40 Dealmaker Spotlight: Marcellus
Billion-dollar joint ventures and corporate acquisitions are on the marquee in this enormous play. Private-equity backed players, national oil companies and majors alike are bringing new attention to Pennsylvania and other states in the Appalachian region.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
Brian Begley, Vice President - Investor Relations, Atlas Energy, Inc.
12:00 Networking Luncheon
12:45 Presentation of Oil and Gas Investor's Excellence Award for M&A Deal of the Year
Awards presented by Leslie Haines, Editor-in-Chief, Oil and Gas Investor
1:00 Deal Talk: A Chat With Bill Colton and Vaughn Vennerberg
 | Bill Colton Vice President - Corporate Strategic Planning ExxonMobil Corporation |
 | Vaughn Vennerberg former president of XTO Energy Inc. |
Bill Colton, Vice President-Corporate Strategic Planning, Exxon Mobil Corporation, and Vaughn Vennerberg, former president of XTO Energy Inc., share their unique insights on the Deal of the Year, and what the acquisition suggests about the long-term future of natural gas.
Moderator: Steve Toon, Editor, A&D Watch
1:30 More Arrows in Your Quiver: A Financing Toolkit
Which financial tools make the most sense when buying into shale plays, and which make sense in conventional plays? Now that the window to capital markets is open again, buyers and sellers need to know their options for effective deal closings.
Moderator: Murphy Markham, Partner, EnCap Investments
- Private-Equity Availability: Where are They Investing and What is Their New Exit Strategy?
William Weidner, Managing Director, Rodman Energy Group - Public Capital Markets: Who’s In, Who’s Out, and at What Cost?
Mike Ames, Managing Director-Investment Banking Exploration & Production, Raymond James and Associates - Sell Without Selling: Crafting a JV to Meet Sellers & Buyers Needs
Ward Polzin, Managing Director-Investment Banking, Tudor Pickering
2:30 Networking and Refreshment Break
3:00 Dealmaker Spotlight: Seeking Oil
Oil is the commodity of choice today, so more asset buyers are seeking oily properties to boost their portfolio. From the Bakken to the Permian, deal flow is robust.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
- Rick McCullough, Chairman and CEO, PDC Energy
- David Rottino, Senior Vice President, Finance and Business Development, LINN Energy
3:40 Boom or Bust? Dealmaking Challenges and Opportunities
Even as M&A rebounds from a year ago, certain obstacles remain in the operating environment that could either stifle deal making, or add to the deal flow for opportunistic acquirers.
Moderator: Kevin W. Kuenn, Vice President, Energy Spectrum Advisors
- Spilled Deals: What is the Future of Gulf of Mexico Dealmaking, and Will Offshore Explorers Move Onshore?
Ken Becker, Director, Scotia Waterous - Your Time is Up: Will Pending Lease Expirations Expose Shale Acreage to the Market?
Ramona Hovey, Sr. Vice President-Products and Services, DrillingInfo
4:20 Dealmaker Spotlight: The Contrarians
While the market is consuming oil assets and shale plays and driving up valuations, some buyers see opportunity in stockpiling out-of-favor and largely forgotten assets—conventional gas.
Mark Houser, Chief Operating Officer, EnerVest Ltd.;
President, EV Energy Partners LP
4:40 Closing Keynote: KKR Deals in North America Gas Plays
 | John Bookout, Managing Director and Member of KKR Energy Infrastructure Team KKR |
5:00 The Deal Bunker: Networking and Cocktails Reception
