IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa

08:30 09:00 (30 mins)

Main agenda

Coffee & Registration

09:00 09:10 (10 mins)

Main agenda

Opening Remarks & Welcome From The Morning Chair

09:10 09:30 (20 mins)

Main agenda

Energy Commodity Prices & Macro Economics

Given the volatility of pricing, where do market economics and pricing need to be to generate target returns?

09:30 10:00 (30 mins)

Main agenda

Generating Alpha In Upstream Oil Markets

 Given supply/demand fundamentals & pricing, where is money to be made in oil & gas markets? How can you generate the best risk adjusted returns? Does private investment make sense?

10:00 10:30 (30 mins)

Main agenda

Playing The Recovery In Midstream & Natural Gas Markets

Given the impressive bounce back how are managers looking to play the recovery, can you get appropriate risk adjusted returns and where are future liquid directed opportunities?

10:30 11:00 (30 mins)

Main agenda

Large Cap vs Middle Market

What Business Model Is Sustainable? How are business models evolving to generate alpha with new competition and not many deals? How impact will this have on returns?

11:00 11:30 (30 mins)

Main agenda

Morning Coffee

11:30 11:50 (20 mins)

Main agenda

Fireside Chat: The Political & Regulatory Landscape And Energy Focused Funds

What changes might new regulations & policies bring to the investment table?

11:50 12:10 (20 mins)

Main agenda

Mapping The Energy Fundraising Landscape

What is the forecast for energy fundraising? Who is raising what? Who are the emerging players and what is their impact on the market?

12:10 12:45 (35 mins)

Main agenda

Securing Capital: How Do You Raise Money In The Current Market?

Who can & can’t get access to public markets and what size of company is best? Where do you go if you can’t secure funds? 

12:45 13:45 (60 mins)

Main agenda

Lunch

Plus LP Hosted Lunch Tables!

13:45 14:15 (30 mins)

Main agenda

Investing In Power

Is the market approaching excess capacity? What might be the implications on prices and investments if gas is going to be the dominant fuel in terms of new generation? 

14:15 14:45 (30 mins)

Main agenda

LPs & Direct Investment

Competing with GPs and how will it effect returns? To what extent, following the downturn in prices, are managers taking less blindpool risk? Is this the best strategy?

14:45 15:15 (30 mins)

Main agenda

Exits & Liquidity

Navigating the down turn and formulating timely exit strategies: Comparing asset and liquidity cycle ratios – what value is PE contributing to the table? Where do secondaries fit in?

15:15 15:45 (30 mins)

Main agenda

Afternoon Coffee

15:45 16:15 (30 mins)

Main agenda

Energy Debt Vs Energy Equity

The pros and cons of investing in energy debt vs energy equity: when will we see more activity in buying distressed assets and what does that bring to the table? 

16:30 17:15 (45 mins)

Main agenda

Energy In Emerging Markets: Investing In Africa, Middle East & Latin America

Investing In Africa, Middle East & Latin America

  • Is there still appetite for investing in emerging markets?
  • Do LPs still have unsatisfied demand?
  • Who else is going to lead funding?
  • Getting appropriate financing and overcoming community backlashes to generate target returns

17:15 18:15 (60 mins)

Main agenda

Networking welcome drinks reception with SuperReturn U.S. East