2013 A&D Strategies Conference
See below for the 2013 conference and workshop agendas. To download a presentation, click the speaker’s name and enter the username and password you received via email following the event. Your log-in credentials are only applicable to this conference and may only be used by registered attendees.
September 4, 2013
Upstream A&D Today: The Current Market, Plus Insight Into Buyer & Seller Motivation
Let's Make a Deal Lab, Part 1: Analyzing & Negotiating the Deal
Participants form teams and negotiate on a competitive deal in a simulated data room based on real packages.
How Buyers Risk PUDs and Why Not Every PUD Is Valued the Same
Case Study: How Two Company Identified, Valued, Negotiated and Won the Assets
Let's Make a Deal Lab, Part II: The Shark Tank
A panel of judges representing the Seller's management team engages buyers' groups to defend their bids.
Roundtable Discussion: How to Be an Effective Buyer Beyond Just the Numbers
September 5, 2013
Fundamentals Driving Oil, Natural Gas and NGLs in North America
Key drivers you need to know before making your next acquisition or investment.
Metrics and Drivers Panel: Buyer and Seller Opportunities
While the asset marketplace is robust, buyers are taking a more measured approach in their evaluations with a critical eye to future economics. How are the metrics trending today and why?
In its first year as a public company, Midstates Petroleum landed two Midcontinent deals totaling more than $1.2 billion, and firmly established itself as a player in the Mississippi Lime and western Anadarko Basin.
Roundtable Discussion: Hurdles to Deal-Making in a Post Shale-Grab Era
Large independents are more focused on digesting massive unconventional acreage acquisitions than acquiring more, and foreign NOCs have put down the JV juice. Who are the buyers now? Is the acquisition market being bifurcated between big companies and small companies, and can small companies compete in an unconventional world? This panel will address the shifting class of buyers in today's market, what assets they are seeking, and what they will pay.
Master limited partnerships have changed the deal-making scene. Here, two MLP leaders discuss the drivers of current deal flow, how their recent acquisitions fit into their longer-term growth strategies, and the role of MLPs as a distinct class of asset buyer.
Capital Availability Panel: Follow the Money
More money is available today for energy investments than maybe ever before, but it's not exactly free flowing to anyone with an idea and a hand out. Instead, lenders are looking more traditionally to cash-flowing assets and less inclined to fund unproven ideas. Who's in, and who's out?
Roundtable Discussion: Why Sellers Are Increasingly Motivated To Shake Loose Good Properties
Rising oil prices, falling gas, and a redirect to digest shale acreage has tampered A&D in the past months, but signs point to a bottoming of the trough. Will the pain of necessity or pleasure of opportunity push assets into the marketplace? And how many assets might come into play? This panel will explore the dynamics of who's primed to sell and why, and if we are at the cusp of a great asset shift that could change the landscape of oil and gas asset ownership.
Dealmaker Spotlight: Starting an E&P Today—Finding a Focus in the Resource Play Age
Rapidly evolving market conditions, commodity price swings, basins and plays are moving in and out of fashion. How does a start-up find a focus and build a team to grow a successful business?
Maple Leaf Money
Canadian buyers are coming and could be your way to exit. New yield-oriented structures in Canada dictate that they must buy assets abroad, not at home. Here, a Canadian buyer armed with institutional money discusses what they are looking for in the U.S. (a higher percentage of PUDs, for one thing), and when they might pull the trigger.
Roundtable: Billion-Dollar Buyers
These buyers or A&D intermediaries represent billions of dollars of domestic and foreign capital, from countries as diverse as China and Mexico. They are looking to acquire, or partner on, oil and gas assets in North America. What have they closed on previously, and which basins are they looking in today? How do they view the U.S. A&D marketplace?