Robert Bryce, author of Power Hungry, the myths of "green" energy and the real fuels of the future; and Gusher of Lies; journalist; senior fellow, the Manhattan Institute and managing editor, Energy Tribune
Debunking Five Energy Myths in 20 Minutes (Or Less) And Why The Fuels of the Future are Natural Gas and Nuclear
Seeking Clarity on Commodity Prices
At the end of the day, oil and gas prices drive the drilling pace, forge the economics of acquisitions and the demand for capital. But experts have divergent views on where natural gas prices will settle. Others say $95-oil is possible by year-end. Whatever the case, your bottom line is on the line. Hear from analysts on the oil and gas price outlook.
Neal Dingmann, Senior Vice President Equity Research, Wunderlich Securities
Protecting the Bottom Line: Financial Market Reforms
Congress, the Fed and the Commodity Futures Trading Commission are grappling with reforms that could impact how producers manage risk. New rules for commercial banks’ lending capacity, and derivatives position limits, might be imposed. Transaction costs could rise. Here’s an update.
Chris Croom, President, Asset Risk Management LLC
Private Capital Roundtable
Private capital providers remain focused on existing portfolio companies, but raising new capital and deploying it are not as easy as before. New E&Ps seeking capital still need guidance.
Moderator: Scott Kessey, Managing Director, The Rodman Energy Group, a division of Rodman & Renshaw LLC
4 Case studies:
George R. Hutchinson, Managing Director, Jefferies Capital Partners
Glenn Hart, CEO, Laredo Energy IV, LLC
John Hoffman, President/CEO, Black Elk Energy
Greg Davis, Vice President, Kayne Anderson Capital Advisors
11:00 Recaps/reorgs/restructuring: Tales from the Trenches
No one wants a replay of 2009. Here, people who went through the fire share lessons learned on how to get out of trouble and stay out of trouble, negotiate with debt holders and more.
Moderator: Leslie Haines, Editor-in-chief, Oil and Gas Investor
James R. Latimer, Managing Director, Blackhill Partners LLC
War Stories From 4 Workouts in 2009: Juggling Bankers, Bondholders and Asset Buyers
Rich Goldenberg, Global Hunter Securities
Working Out a Deal: The Anadarko-Newfield Joint Bid for TXCO
Panel: Drilling Capital: So Much Shale, So Little Time
Maximizing the U.S. unconventional resource build-out will take thousands of wells and billions of dollars for companies to bring their NPV forward. Here, they share how they are funding activity. Are joint ventures pushing other capital aside?
Moderator: Jeannie Stell, Financial editor, Oil and Gas Investor
Jordan Marye, Vice President, Denham Capital Management LP
Private Equity's View of Resource Plays
Mike John, Founder and partner, Northeast Natural Energy, LLC
Using private capital for resource plays
James (J.J.) McAnelly, Partner, Bracewell & Giuliani LLP
How to form a joint venture
Roundtable: Commercial and Investment banking update
These pros discuss registered direct offerings, how new SEC reserve rules affect lending, where A&D markets are headed, and whether the IPO window will be open in second-half 2010.
Moderator: Leslie Haines, Editor-in-chief, Oil and Gas Investor
Jerry Schretter, Managing director, Head of US Upstream, UBS Investment Bank
Presentation Not Available for Download
James R. McBride, Executive Vice President, Managing Director, Energy Banking, Capital One N.A.
Marc Cuenod, Managing Director - Energy Division, Wells Fargo
Presentation Not Available for Download
David Dodd, Managing Director, BNP Paribas
Roundtable: Financial Legends
Moderator: Leslie Haines, Editor-in-chief, Oil and Gas Investor
Arthur R."Buzz" Gralla, Jr, Senior Advisor, Energy Banking,
AmegyBank N.A.
Robert D. Wagner, Jr., Rivington Capital Advisors, LLC
Special Keynote Address
Rudy Giuliani, Bracewell & Giuliani LLP
Shale Gas: A Cornerstone of US Energy Security
