Agenda:
Wednesday, December 7th
4:00 - 5:00 pm - Panel Discussion & Presentation
The Mexico Energy Opportunity
On Dec. 7th a panel of experts share intelligence on the state of play in Mexico, where foreign investors are partnering on a range of projects. The interactive session will be followed by the Game Change kickoff networking and cocktail reception.
Moderator:
Joncarlo Mark, Founder, Upwelling Capital Group
Speakers:
Adi Blum, Managing Director, First Reserve
German Cueva, Managing Director, Riverstone Holdings
Jorge Dickens, Managing Partner, ACON Investments
Ken Evans, Senior Vice President, SAP
5:00 - 5:30 pm - Keynote Interview
Mexico: Your Partner for Energy Investment Success
Mexico is in the midst of an unprecedented energy regulatory reform, and is welcoming foreign capital as a catalyst for growth. This in-depth interview will focus on what private investors need to understand about working with the government for shared success.
Speaker:
Aldo Flores-Quiroga, Deputy Secretary of Energy for Hydrocarbons, Mexico
5:30 - 7:30 pm
Kickoff Networking & Cocktail Reception
Drinks, hors d’oeuvres, music and holiday cheer
Thursday, December 8th
7:30 - 8:40 am - Invitation-Only LP Breakfast
Reimagining Energy in the Portfolio
Featured energy and PE performance experts discuss the drivers of returns in this vastly altered sub-asset class.
Speakers:
Michael Brand, Senior Director, Cambridge Associates
Jeffrey Eaton, Partner, Eaton Partners
7:30 - 8:40 am - General Session Breakfast Panel
Energy Technology and Innovation Panel
Energy technology academic, early and later-stage PE investor and researcher discuss innovation in the oil and gas industry.
Moderator:
Walter Ulrich, President & CEO, Houston Technology Center
Speakers:
Shirley Speakman, Partner, Cycle Capital Management
Cory Steffek, Managing Director, North America, Saudi Aramco Energy Ventures
John White, Managing Director, Kirchner Group
Raj Atluru, Managing Director, Element Partners
8:45 - 9:30 am - Panel Discussion
Pursuing Value Opportunities through the Dislocation in the Energy Sector
Veteran investors discuss the current investment climate and how to take advantage of the unprecedented market volatility to pursue value-oriented and contrarian investments across private equity and distressed credit in the energy sector.
Moderator:
Emanuel Grillo, Partner, Baker Botts
Speakers:
Shaia Hosseinzadeh, Managing Director, Head of Natural Resources, WL Ross & Co. LLC
Jamie Brodsky, Managing Director, Riverstone Holdings LLC
Richard Aube, Co-President, Pine Brook
9:30 - 9:50 am - Keynote Interview
The New European Opportunity
An investment veteran discusses the non-US oil and gas investment landscape, especially in the North Sea.
Speaker:
Tushar Kumar, Director - Investment and Portfolio Management, Kerogen Capital
9:50 - 10:20 am - Panel Discussion
U.S. Supply Disrupts the World
Economic and political veterans discuss the impact of US productivity, the geo-political consequences, the demise of coal and nuclear, and the prospect of exporting LNG to Europe and beyond.
Speakers:
Gary Sernovitz, Managing Director, Lime Rock Partners
John Hofmeister, Founder and Chief Executive, Citizens for Affordable Energy
10:20 - 10:50 am - Morning Networking Break
11:00 - 12:05 pm - Morning Breakout Sessions
Each 30-minute breakout session happens twice, allowing delegates to attend two.
Breakout A: How Will the Regulatory Regime Change?
Regulation plays a significant role in all aspects of energy production—what are the present challenges, and what changes are on the horizon?
Speakers:
Grant Davis, Managing Director, Tenaska Capital Management
Norm Champ, Partner, Kirkland & Ellis LLP
John Hartung, Principal, Parthenon EY
Breakout B: Deal Flow – What Will Drive 2017?
Low oil prices created a choppy deal market, but is 2017 the year opportunities will start to outweigh the risks?
Speakers:
Kristofer Anderson, Principal/ Transaction Advisory Services, EY
Will Franklin, Managing Director, Lime Rock Partners
Ryan Devlin, Director, EnCap Investments
Breakout C: What Tech Breakthroughs Will Move the Needle?
Technological advancement has been key to the global energy boom—what new technologies will push the industry even further?
Speakers:
Linda Castaneda, US Oil and Gas Advisory Leader, EY
Marty Reed, Chief Executive Officer, Evok Innovations
Jim Sledzik, Senior Partner & President, Energy Ventures
12:10 - 01:20 pm - Lunch
12:45 - 1:20 pm - Lunchtime Keynote
Macro Themes Up and Downstream
A veteran energy investor provides insights into key macro drivers of investment opportunities from upstream to midstream to downstream and services.
Speaker:
Neil Wizel, Managing Director, First Reserve
1:30 - 2:35 pm - Afternoon Breakout Sessions
Each 30-minute breakout session happens twice, allowing delegates to attend two.
Breakout A: The Natural Gas Play
The promise of natural gas can't be fully realized without significant investment up and down the value chain. Where is the smart money finding opportunity?
Speaker:
Albert Huddleston, Partner and CEO, Aethon
Dana Sands, Partner, Energy Infrastructure Partners
John Shepherd, Managing Partner, Strata Energy Investments
Breakout B: Offshore Renaissance
Inside the re-birth of the offshore drilling game. What's driving it,and what will it take to win?
Speakers:
Robert Gold, Senior Managing Director, Ridgewood Energy
Vidisha Prasad, Managing Director, Guggenheim Securities
Breakout C: Upstream’s New Economics
How has the capital-intensive, technology-infused process of extracting petrocarbons from rocks changed for investors? What do investors need to understand about the play-by-play, rock-by-rock dynamics of the upstream business. What projects will thrive in the unfolding energy market, and what projects will struggle?
Speakers:
Glenn Jacobson, Partner, Trilantic Partners
Steve Sprenger, Principal, RSM
2:40 - 3:10 pm - Afternoon Networking Break
3:15 - 3:45 pm - Panel Discussion
LP Second Thoughts?
The panel discussion will explore the altered outlook that limited partners have for energy-focused private equity strategies. Should return expectations be lowered? Should allocations be cut? Do rising oil prices spell a compelling forward-looking opportunity? Do renewables look comparatively attractive?
Moderator:
Mark Proctor, Partner, Vinson and Elkins
Speakers:
Noah Keys, Principal, AlpInvest
Chris Tehranian, Principal, Real Assets Coordinator, Head of Infrastructure Research, Meketa Group
Lars Pace, Vice President, Real Assets Investment Team, Hamilton Lane
3:45 - 4:30 pm - Multi-Media Interactive Session
The Great Debate: Oil & Gas vs. Renewables – What’s the Better 10-Year Play?
A distinguished panel of expert GPs, LPs and/or energy luminaries are presented with key facts about the state of energy investing, and discuss and debate the investment implications over the long term. Video clips and audience interaction.
Speakers:
Michael Hoffman, Partner, Riverstone Holdings
Mark Bisso, Managing Director, Och-Ziff
Brian Crumley, Managing Partner, Vortus Investments
David Scaysbrook, Co-Founder & Managing Partner, Quinbrook Infrastructure Partners
4:30 - 06:00 pm - Cocktails and Networking Reception
To Download a Copy of the Agenda: Game Change: Game Change: Energy 2016 Brochure.pdf