- Update on energy opportunity
- Local demand dynamics
- Growing interest in agriculture
- Partnering with local institutions and family groups
- Navigating the new regulatory framework
- Where is the smart money being deployed across Latin America’s energy market?
- How is foreign capital partnering with local operating experts?
- What are the key risks and expected returns?
- What are the most promising energy technologies and business models in the VC scene?
- A panel of esteemed megafund GPs share their outlook for energy investing
- What do the new economics of oil & gas extraction mean for the investment outlook?
- What will separate the winners from the losers?
- What technology is making a difference
- What private equity GPs look for in a partner
- The private equity opportunity in energy infrastructure
- An insider’s view of the political and economic outlook
- Which assets are protected from commodity volatility?
- What have we learned from past disappointments?
- What dynamics in the power sector need to be understood?
- Have the economics of wind and solar turned a corner?
- What is the right way to read the rapidly transforming international order?
- What we know so far about regulatory changes and initiatives, and their impacts on the energy investment opportunity
- The latest trends in fundraising
- Other unique structures for pairing capital with energy talent
- LP co-investing
- Working with family offices
- What assets and projects are becoming closed deals?
- Seller motivations
- Is distressed still an opportunity?
- What does the lending market look like?
- Two former Department of Energy executives share deep insights into the new opportunities and challenges for US natural gas.
- As major oil and gas producers focus on core activities, private equity has an opportunity to buy and consolidate non-core assets and drive value creation
- What are the winning strategies?
- Will competition with MLPs return?
- Impact of regulations on pipeline business
- Trade issues
- Due diligence amid fluctuating oil prices
- How to re-underwrite when it’s time to dig the next well
- What to know about the “break-even” price
- What do co-investors need to understand?
- Does hedging work?
- Lively discussion among experts on the impact of electric cars like those made by Tesla
- What to make of gas phase-out announcements from Volvo and China?
- Will the rise of electric vehicles be gradual or are we near an Uber-like inflection point?
- How will the transportation fuel market be impacted?
- How will the electric grid be impacted?
Agenda
Download a copy of the agenda here.
Tuesday, December 5th, 2017
4:00 - 5:00pm - Case Studies
Real Assets in Mexico
Moderator
Joncarlo Mark, Founder, Upwelling Capital Group
Speakers
Brandon Blaylock, Partner and Director of Investments, Mexico Infrastructure Partners / EXI
Eduardo Fernando Prud'homme Nieves, Head of Technical Management and Planning Unit, CENAGAS
Sebastián Miralles, Managing Partner, Tempest Capital
Lee Bailey, Managing Director, Ascent Holdings, LLC
5:00 - 5:30pm - Panel Discussion
State of the Energy Market in Latin America
Moderator
Ruben Cruz, Head of Energy and Natural Resources, KPMG Mexico
Speakers
Germán Cueva, Managing Director, Riverstone Holdings
Jorge Dickens, Managing Partner, ACON Investments
5:30 - 7:30pm - Kickoff Cocktail Reception
Wednesday, December 6th, 2017
7:30 - 8:40am - General Session Breakfast/Panel Discussion
The Early-Stage Energy Opportunity
Moderator
Dick Williams, President and CEO, Houston Exponential
Speakers
Anoop Poddar, Senior Partner and President, Energy Ventures
Kirk Coburn, Venture Principal, Shell Technology Ventures
Adrian Fortino, Managing Partner, Mercury Fund
Johanna Schmidtke, Investment Director, Saudi Aramco Energy Ventures
8:45 - 9:20am - Panel Discussion
The Efficiency Revolution
Moderator
Matthew Strock, Partner, Mergers & Acquisitions and Private Equity, Vinson & Elkins LLP
Greg Beard, Global Head of Natural Resources, Senior Partner, Apollo Global Management, LLC
Chris Ortega, Head of Energy and Natural Resources, TPG Capital
David Rockecharlie, Member & Head of Energy Real Assets, KKR
Joseph Robert Edwards, Partner, White Deer Energy
9:20 - 9:55am - Panel Discussion
Energy Infrastructure and the "Bottleneck"
Speakers
Glen Matsumoto, Partner, Actis
9:55 - 10:30am - Panel Discussion
Renewables in the Institutional Portfolio
Moderator
Elaine Walsh, Partner, Baker Botts LLP
Speakers
Raj Atluru, Managing Director, Activate Capital
Joncarlo Mark, Founder, Upwelling Capital Group
Daniel Carter, Investment Director, Saudi Aramco Energy Ventures
10:30 - 11:05am - Morning Keynote
Morning Keynote Interview: Secretary of State James Baker
Interviewer
Regina Mayor, Global Sector Leader, Energy and Natural Resources, KPMG
Speaker
James Baker, 61st U.S. Secretary of State, U.S. Department of State
11:05 - 11:35am - Morning Networking Break
11:40 - 12:10pm/12:15 - 12:45pm - Morning Breakout Sessions
Very interactive, Q&A-heavy sessions with top experts on critical topics.
Each Breakout Session happens twice, allowing delegates to participate in two.
Breakout A: Regulatory Regime Change
Speakers
David Reece, Assistant Director, Division of Enforcement, US Securities and Exchange Commission
Brooksany Barrowes, Partner, Baker Botts LLP
Breakout B: New Frontiers in Capital Formation
Speakers
Charles Bauer, Managing Director, EnCap Investments
Nadia Sager, Partner, Latham & Watkins LLP
Lincoln Singleton, Senior Managing Director, Client Relations, Kayne Anderson Capital Advisors
Breakout C: Deal Flow Dynamics
Speakers
Joseph Robert Edwards, Partner, White Deer Energy
Chuck Yates, Managing Partner, Kayne Anderson Capital Advisors
12:50 - 2:15pm - Lunch
1:20 - 1:50pm - Lunchtime Keynote
The Future of Natural Gas
Speakers
Joseph Hezir, (Former) Chief Financial Officer, US Department of Energy
2:20-2:50pm/2:55 - 3:25pm - Afternoon Breakout Sessions
Very interactive, Q&A-heavy sessions with top experts on critical topics.
Each Breakout Session happens twice, allowing delegates to participate in two.
Breakout A: Managing the Energy Carve-Out
Moderator
Michael Harling, Partner, Deal Advisory, Energy and Natural Resources, KPMG
Speakers
Brian Crumley, Co-Founder & Managing Partner, Vortus Investments
Mark Stoner, Partner, Bayou City Energy
Christopher Edwards, Senior Director of Finance and Assistant Treasurer, Island Energy Services
Breakout B: Midstream Scene
Speakers
Sharam Honari, Partner, BlackGold Capital Management
Steve Sprenger, Principal, Valuation Services, RSM US LLP
Clay Bretches, President & CEO, Sendero Midstream
Breakout C: Underwriting Volatility
Speakers
Richard Aube, Co-President, Pine Brook
Elena Ippolitova, CFA / Energy Investment Officer, Leucadia National Corporation
Ian Fay , Senior Partner, Entoro Capital, LLC
3:25 - 3:45pm - Afternoon Networking Break
3:45 - 4:10pm - Afternoon Keynote
New World Order: How Private Equity Is Targeting New Plays
Speaker:
Leonard Tao, Managing Director, Investment and Portfolio Management, Kerogen Capital
4:10 - 4:45pm - Panel Discussion
The Great Debate: The Impact of Electric Vehicles
Speakers
Cathleen Ellsworth, Managing Director, BlackRock
Gil Tal, Professional Researcher, University of California Davis
Raj Atluru, Managing Director, Activate Capital
Brad Olsen, Co-Founder & Managing Director, Recurrent Investment Advisors LLC
4:45 - 6:30pm - Closing Cocktails & Networking