Energy Capital Forum
8:30 a.m. - 5:30 p.m., June 2, 2009
The following speakers participated in roundtable discussions that did not include PPT presentations:
Mit Mehta, Managing Director, CCMP Capital Advisors LLC - Roundtable discussion, no presentation available
Doug Swanson, Managing Director, EnCap Investments LP - Roundtable discussion, no presentation available
John Moon, Managing Director, Morgan Stanley - Roundtable discussion, no presentation available
Albert L. Reese, CFO and Treasurer, ATP Oil & Gas Corporation - Roundtable discussion, no presentation available
Michael J. Rosinski, EVP, CFO and Treasurer, Rosetta Resources, Inc. - Roundtable discussion, no presentation available
AGENDA:
7:30 - 8:30 a.m. Registration and Continental Breakfast
8:30 a.m. Welcome and Opening Remarks
Leslie Haines, Editor-in-Chief, Oil and Gas Investor
8:30 - 9:00 a.m. Opening Keynote Address
 | The 7 Deadly Variables for Energy Peter Tertzakian Chief Energy Economist for ARC Financial Corporation and author of the upcoming book “The End of Energy Obesity: Breaking Today’s Energy Addiction for a Prosperous and Secure Tomorrow” and best-selling author of "A Thousand Barrels a Second" |
9:00 - 10:00 a.m.
Roundtable Discussion: The Abundant Till: Private Capital For Energy
With banks and investment banks seeking a new equilibrium, 2009 is the year for private capital to shine. But will their LPs be able to meet capital calls? These private-equity fund managers describe their investment parameters and outlook for the year.
Moderator: Cameron Smith, Senior Managing Director, The Rodman Energy Group
- Mit Mehta, Managing Director, CCMP Capital Advisors LLC
- Doug Swanson, Managing Director, EnCap Investments LP
- John Moon, Managing Director, Morgan Stanley
10:00 - 10:20 a.m. Networking and Refreshment Break
10:20 - 11:20 a.m.
Panel: Investment Banking: It’s A Whole New Ballgame
Investment banking has taken a big hit, throwing companies that need fresh capital into a dilemma. But many deals are getting done. What are the new terms in this landscape? What are some unique tools and techniques these bankers have constructed for their clients to prosper in a downturn?
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
- Capital Markets are Open for Energy
Steve Landry, Head of Corporate Finance, Pritchard Capital Partners - A Game Plan for Energy
Stephen Straty, Co-head Energy Investment Banking Group, Jefferies & Co. - High-Yield Takes the Field
James McBride, EVP and Managing Director-Energy Banking, Capital One - Navigating Our Capital Markets in the Downturn
Justin Pettit, Vice President, Booz & Company
11:20 a.m. - 12:00 p.m.
Panel: Hot/Cold: Institutions’ View Of E&P Opportunities
Institutions jumped into commodity investing when oil prices zoomed in first-half 2008. Then, underlying fundamentals—and returns—changed. What do they think of alternative investment classes such as energy today? And, how is the alternative-energy subclass competing for a larger share of the energy-capital pie?
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
- John E. Olson, Managing Director, Houston Energy Partners
- James Wicklund, Managing Director, Carlson Capital LLC
12:00 - 1:40 p.m.
Networking Lunch
Oil and Gas Investor Excellence Awards Presentation, Honoring:
Chesapeake Energy Corporation - Best Corporate Citizenship
Devon Energy - Best Investor Relations Program
XTO Energy Inc. - Best M&A Deal of the Year
Afternoon Keynote:
 | Christopher Cox Former Chairman, Securities and Exchange Commission |
1:50 - 2:50 p.m.
Panel: Reserve-Based Capital: Commercial and Mezz Money
Commercial and mezzanine capital can double the acquisition and organic-growth firepower. Here are examples of how successful energy executives have further stretched their private- or public-equity powder with secured capital.
Moderator: Nissa Darbonne, Executive Editor, Oil and Gas Investor
- Bank Lending Decks: The Forward Trend Post-Redeterminations
Jon Goddard, Vice President & Director, Investment Banking, Tristone Capital - Access to Commercial Debt, Then and Now
Jeff Forbis, Sr. Vice President of Energy Lending, Sterling Bank - Mezzanine Money's Role In Current E&P Capitalization
M. Lynn Bass, Partner and Co-founder, GasRock Capital
2:50 - 3:10 p.m. Networking and Refreshment Break
3:10 - 4:20 p.m.
Panel: Arrows In The Quiver: Financial Creativity
Wall Street may be recovering slowly, so how do E&P executives take aim at new dollars? As always, the industry has found new ways to make a deal.
Moderator: Jeannie Stell, Sr. Financial Editor, Oil and Gas Investor
- JVs As An Alternative For Drilling Capital
Marcus Rowland, EVP and CFO, Chesapeake Energy Corporation - PIPEs
Keith Behrens, Managing Director, Stephens Inc. - The Successful Financial Workout: A Case Study
Matt Vaughn, Partner, Porter & Hedges LLP - Private Drilling and Production Funds for E&P
Mark Plummer, President, Chestnut Petroleum Inc.
4:20 - 5:15 p.m.
Roundtable Discussion: Capital Users’ Stories From The Capital Trenches
These public- and private-company E&P executives describe their experience with capitalization for existing asset development and for acquisitions during the past year, their outlook for second-half 2009, and financial tools they’ve accessed to improve their overall fiscal profile.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
- Albert L. Reese, CFO and Treasurer, ATP Oil & Gas Corporation
- Michael J. Rosinski, EVP, CFO and Treasurer, Rosetta Resources, Inc.
5:15 - 6:30 p.m. Cocktail and Networking Social
