A&D Strategies and Opportunities
September 9-10, 2015
Dallas, Texas
The Ritz-Carlton Hotel
Register Featured Sponsors
Kayne Anderson Energy FundsTudor Pickering HoltSteptoe & JohnsonCredit AgricoleEnergy NetOil & Gas Asset ClearinghouseNetherland, Sewell & Associates (NSAI)JefferiesEnCap InvestmentsMeagher Energy AdvisorsHolland ServicesUS Energy Dev. Corp.
AlliantDerrickThe Carlyle GroupLantana Energy AdvisorsNichols Energy ServicesCessnaRaymond JamesPorter HedgesEnergy SpectrumIOG CapitalUBSMacquarie BankPetroleum StrategiesTGSRiley Exploration
Hosted By
A&D Unconventional Oil & Gas CenterOil and Gas Investor

Conference Agenda

Wednesday, September 9

9:00 am - 4:00 pm

A&D–The Workshop

Sponsored by:
Oil and Gas Clearinghouse

Click here to view the agenda and speaker lineup.

4:45 pm

The Data Room: Conference Opening Reception

Sponsored by:
Steptoe & Johnson

Save yourself time and pick up your badge early! Network with your peers and prepare for the day ahead with a complimentary, fully-catered buffet and cocktails.

7:00 pm

Cigar Lounge

Sponsored by:

After the Opening Reception, join us at the Cigar Lounge. Relax and mingle with other conference and workshop attendees on the patio of The Rattlesnake Bar located next to Fearing's restaurant at The Ritz-Carlton Hotel.

Thursday, September 10

7:30 am

Registration, Breakfast and Networking

8:30 am

Welcome & Opening Remarks

  • Richard Mason, Chief Technical Director, Hart Energy

8:35 am

Opening Keynote: The High Ground

With $5.7 billion in liquidity, Noble Energy could have let it ride in rocky 2015, relying on cores in the D-J Basin, Marcellus and its international holdings. Instead, Noble bid a 28% premium for the high ground of Texas: the Eagle Ford and Permian.

Moderator: Richard Mason, Chief Technical Director, Hart Energy

9:00 am

Panel: Cash, Check Or Shares?

Sponsored by:

Today, stock purchases carry a sting of dilution. Vanguard Natural Resources plans to buy out LRR Energy by swapping MLP units. Royal Dutch Shell's $70 billion BG Group acquisition used stock worth nearly one-fifth of the company. What's best for public buyers and private sellers? What are alternatives?

Moderator: Chris Sheehan, CFA, Senior Financial Analyst, Hart Energy

9:40 am

Spotlight: Focus On Capital Efficiency

After its 2011 IPO, Sanchez Energy accessed capital markets through varied offerings including equity and high-yield debt for transformative growth from ~600 boe/d to current production of ~54,000 boe/d. Capital efficiency remains at the forefront, especially after acquiring more than 100,000 acres from Shell last year.

Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor, Hart Energy

10:00 am

Networking Break

10:45 am

Panel: The Guns Of Equity

In a matter of weeks, E&Ps raised $8 billion, a lifeline that staved off divestitures. Equity is also pumping up big MLPs such as LinnCo, which has $1 billion in firepower from Quantum Energy Partners. What's a company to do with so much cheap money?

Moderator: Steve Toon, Senior Editor, Oil and Gas Investor Hart Energy

11:35 am

Spotlight: Play By Play – Acquisition Metrics Across The U.S.

A noted executive dissects the health of the nation's resource plays. Which are growing, which are reaching maturity and where are the opportunities?

Moderator: Richard Mason, Chief Technical Director, Hart Energy

12:00 pm

Networking Luncheon

Sponsored by:
Steptoe & Johnson

1:00 pm

Deal Spotlight: Planting the Conventional Flag

Larry E. Lee is a founder of Ram Energy Resources, which later became Halcón Resources Corp. In April, Lee structured a deal that could give him control of MLP New Source Energy Partners. He recently acquired more than $100 million of conventional, low-decline assets primarily in the Permian and Ark-La-Tex regions.

Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor, Hart Energy

1:25 pm

Days Of Future Passed

In July, Ronnie Irani, RKI Exploration's founder, president and CEO, strode out of the Permian Basin like a time traveler from the past. After proving up 102 MMboe on 92,000 net acres in the play's core, RKI inked a deal with WPX Energy to sell for $2.75 billion. Explore, develop, produce, deal – just like the not-so-old days.

Moderator: Chris Sheehan, CFA, Senior Financial Analyst, Hart Energy

2:10 pm

Panel: Good Deal Hunting

A study earlier this year suggested a huge inventory of assets was in play – with 340 potential deals worth over $300 billion. After the ride down with oil in 2015, is it time to shoot for deals or wait for steals?

Moderator: Steve Toon, Senior Editor, Oil and Gas Investor, Hart Energy

2:45 pm

Networking Break

3:15 pm

Roundtable Discussion: Big Deal Or Big Money?

Sponsored by:

Would-be buyers with cash – EOG, Oxy, Anadarko, Apache, Hess – are ready for the right opportunities. On the heels of the Noble Energy-Rosetta deal, are buyers waiting for small, noncore or distressed assets? Or will they take the plunge on something larger?

Moderator: Richard Mason, Chief Technical Director, Hart Energy

4:00 pm

A Fireside Chat with Scott W. Smith

Since its 2007 IPO, Vanguard has grown through dozens of transactions. At the helm since its inception, Smith has more than 25 years of BD experience and can talk asset deals, complex mergers, integration and strategy. What can make a good acquisition today a great one tomorrow? Hear how he evaluates oil vs gas, deal timing, cash vs credit, and when to pull the trigger on a half billion-dollar company takeover.

Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor, Hart Energy

4:30 pm

Conference Adjourns

4:45 pm

The Deal Bunker: Networking and Cocktail Reception

Network with your peers in a relaxing environment. Enjoy casual conversation, exchange insights and discuss the day's conference sessions.

Agenda content and timeline subject to change