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08:30 09:00 (30 mins)

Main agenda

Coffee & Registration

09:00 09:05 (5 mins)

Main agenda

Opening Remarks & Welcome From The Morning Chair

  • Leopold Peavy - Head of Investor Products, Preqin

09:05 09:25 (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?

  • John Hill - Vice Chairman, First Reserve

09:25 09:55 (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?

  • Ben Dell - Founder and Managing Partner, Kimmeridge
  • Adrian Garcia - Managing Director, Venture Investment Associates
  • Art Robinson - Managing Director, Archer Capital Partners
  • Moderator Adam Larson, Kirkland & Ellis

09:55 10:30 (35 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?

  • Arthur Budge Jr - President & CEO, 5 States Energy Capital
  • Patrick Eilers - Managing Director, Blackrock
  • John Hill - Vice Chairman, First Reserve
  • Moderator Sharam Honari - Partner, BlackGold Capital Management
  • Michael MacDougall - Partner, TPG
  • Kaam Sahely - Partner, Energy Transactions and Projects, Vinson & Elkins

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?

  • Edward Geiser - Managing Partner and CEO, Juniper Capital
  • Dash Lane - Director, Real Assets, KKR
  • Chris Manning - Chairman, Trilantic Energy Partners
  • Moderator Rhett Van Syoc, Kirkland & Ellis

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?

  • Brian Crumley - Managing Partner, Vortus
  • Jason Love - Manging Director, University of Virginia Investment Management Company
  • Moderator Adam Wise - Managing Director , John Hancock

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?

  • Tom Carr - Head of Real Assets Products, Preqin

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? 

  • Nicole Jasper - Senior Managing Director, Macquarie
  • Dean Schaffer - Managing Director, Coral Reef Capital
  • Sarah Wright - Managing Partner, Energy, Hull Street Energy
  • Moderator Tom Carr - Head of Real Assets Products, Preqin

12:45 13:45 (60 mins)

Main agenda

Lunch

13:44 13:45 (1 mins)

Main agenda

Afternoon Chairman

  • Dan Pickering - President, Tudor, Pickering, Holt & Co

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? 

  • Moderator Juliet Wallace - Partner, Weisdorf Associates
  • Ryan Bisch - Director, Private Markets , Ontario Power Generation
  • Grant Davis - Managing Director , Tenaska Capital
  • Herb Magid - Partner and Co-Head, Ares EIF
  • Daniel Revers - Managing Partner and Founder, ArcLight Capital Partners

14:15 14:45 (30 mins)

Main agenda

Where Does Energy Fit Into LPs Asset Allocation Strategies?

How are LPs building out their energy portfolios post the downturn? Looking at speculative vs bullish strategies, long term exposure to price and whether there is any pushback from the climate change debate

  • Heinz Blennemann - Principal, Blennemann Family Investments
  • Robert Day - Partner, Spring Point Capital
  • Randal Ralph - Managing Director, NorthWestern Mutual Capital
  • Jeffrey Eaton - Partner, Eaton Partners
  • Moderator Adam Wise - Managing Director , John Hancock

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?

  • Mark Burroughs - Managing Director, Encap Investments
  • Joel Foote - Senior Managing Director, Guggenheim Securities
  • Scott Gieselman - Partner, NGP Energy Capital Management
  • Dan Pickering - President, Tudor, Pickering, Holt & Co
  • Moderator Leopold Peavy - Head of Investor Products, Preqin

15:15 15:45 (30 mins)

Main agenda

Afternoon Coffee

15:45 16:20 (35 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? 

  • Moderator Sharam Honari - Partner, BlackGold Capital Management
  • Mo Bawa - Partner, Acon Investments
  • John Burges - Managing Director, Prospect Capital
  • Todd Dittmann - Managing Director, Angelo, Gordon & Co.

16:35 17:15 (40 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
  • Moderator Andrew Chung - Founder and Managing Partner, 1955 Capital
  • John Butt - CEO, Conduit Ventures
  • Jérôme Halbout - Founding Partner , 4D Global Energy Advisors
  • George Osorio - Managing Partner, Conduit Capital Partners
  • Ennis Rimawi - Managing Director, Catalyst Investment Management

17:15 17:15 (0 mins)

Main agenda

End of Day 1

17:15 18:35 (80 mins)

Main agenda

Networking Drinks Reception: SuperReturn Energy & SuperReturn US East