A&D Strategies and Opportunities
September 7-8, 2016
Dallas, Texas
The Ritz-Carlton Hotel
Register Featured Sponsors
Houlihan LokeyBKDOil & Gas Asset ClearinghouseTudor Pickering HoltTempus Aircraft Sales and ServicesUBSStratas AdvisorsNetherland, Sewell & Associates (NSAI)BMO Capital MarketsMerrill CoprorationJefferiesEnergy NetEnCap InvestmentsDetring & AssociatesCiti
Hunter EnergyNoah ConsultingPLSAegisCohn ReznickTGSPetroCapLantana Energy AdvisorsRaymond JamesBetaZiEnergy Search AssociatesCIBCBlueRockIOG CapitalPorter HedgesRiley Exploration Operating CompanyHolland ServicesPetroleum StrategiesEnergy SpectrumBracewell
Hosted By
Oil and Gas InvestorMidstream BusinessA&D Unconventional Oil & Gas Center

Conference Agenda

Wednesday, September 7

9:00 am - 4:45 pm

A&D–The Workshop

Sponsored by:
Oil and Gas Clearinghouse

Virtual Data Room Sponsor:
Merrill Corporation

Click here to view the agenda and speaker lineup.

4:45 pm

The Data Room: Conference Opening Reception

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.

Thursday, September 8

7:30 am

Registration, Breakfast and Networking

Sponsored by:
Energy Search Associates

8:30 am

Welcome & Opening Remarks

  • Steve Toon, Editor-in-Chief, Oil and Gas Investor

8:35 am

Opening Keynote: The Ball In The Corner Pocket–Price Outlooks

Sponsored by:

Commodity prices are the overarching driver of the A&D world. Gain insights into what's affecting oil and natural gas prices today, and what predictions this expert has for the future.

Moderator: Steve Toon, Editor-in-Chief, Oil and Gas Investor

9:00 am

Panel: Mining The Capital Quarry

Sponsored by:

Select operators have tapped public equity and debt markets for large capital raises. Some have been able to use the value of their shares as currency in closing acquisitions. What are the characteristics of operators the market is favoring? Learn where the money is coming from and how it is being deployed.

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

9:45 am

Fireside Chat: Play By Play – Acquisition Metrics Across The U.S.

Sponsored by:
Detring Associates

A noted expert dissects the health of the nation's A&D market and what's driving capital-market appetite for investment in the Lower 48 versus investment abroad. How are U.S. cost structures changing, and how is this changing the perspective of profitability? How is the market evolving? What lessons have we learned from this downturn?

Moderator: Richard Mason, Chief Technical Director, Hart Energy

10:15 am

Networking Break

Sponsored by:
Tudor Pickering Holt & Co

10:45 am

Panel: Crossing The Delaware; Into The Midland

The Permian Basin's staying power is a marvel for A&D. Oil plays elsewhere, including the Bakken and Eagle Ford, have seen far less activity and softened value. Operators have made deals in the most prized basin in the world. Here's how the numbers worked.

Moderator: Leslie Haines, Executive Editor-at-Large, Hart Energy

11:30 am

Deal Spotlight: Know The Gas

Sponsored by:
Energy Spectrum

This operator has made strategic purchases of natural gas assets with a long-held, compelling expectation for increased North American gas demand that is clearly proving itself today. And it has picked up a prized position in the Eagle Ford too. Here's its portfolio, how it picks its plays and its forecast for future demand.

Moderator: Nissa Darbonne, Editor-at-Large, Oil and Gas Investor

12:00 pm

Networking Lunch

1:15 pm

Panel: The Stacktacular Stack

The Sooner Trend's stacked oil pay has become an analog of the Permian—transforming from a 20th-century also-ran into a 21st-century hotspot for deals anew. Devon Energy spent $1.9 billion in Stack earlier this year and more deals have followed. What makes this play extraordinary?

Moderator: Richard Mason, Chief Technical Director, Hart Energy

2:05 pm

Spotlight: Buying Out Of Bankruptcy

With more restructurings expected, here's a working guide to winning assets surrounding and during the bankruptcy process. What are protections for buyers? Here are the challenges and rewards of buying out of the liquidation and restructuring processes.

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

2:30 pm

Networking Break

3:00 pm

Panel: Private Please

Sponsored by:
Holland Services

For asset holders, private equity has been keen to come knocking, with more than 80% of deals through private companies headed by handpicked management teams. Can a PE-based E&P company start-up still make an acquisition and generate the ROI needed for a profitable exit? How do conventional versus unconventional assets stack up?

Moderator: Leslie Haines, Executive Editor-at-Large, Hart Energy

4:00 pm

Roundtable: Closing The Gap

Sponsored by:
EnCap Investments

Buyers and sellers across the Lower 48 are increasingly overcoming the bid/ask divide after months of gridlock. What's driving transactions at this stage of a prolonged sub-$60-WTI market?

Moderator: Steve Toon, Editor-in-Chief, Oil and Gas Investor

4:45 pm

Closing Reception: The Deal Bunker

Sponsored by:

Agenda content and timeline subject to change