20 September 2017 at Houston, TX, USA
Connecting North America’s O&G, Finance, and Investment Leaders

400+ delegates. 50 Speakers. The Business of Oil & Gas. Investment. Finance.

2016 North America Assembly
October, 13th
Houston

08:25-08:30AM Welcome Address by Alexandra Ashikhmina, VP, Americas, Oil & Gas Council

08:30-08:45AM: KEYNOTE PRESENTATION: INNOVATION IN THE ROYALTIES, MINERALS, AND NON-OP SPACE

Robert Miles, CEO, Milestone Resources

08:45-09:45AM: STRATEGIES IN THE ROYALTIES & MINERALS SPACE

How has the royalty, minerals, and non-op market changed over the past year?  Is the Royalty MLP model still a viable exit strategy for companies or is it extinct?  Unique and innovative buying strategies that are giving companies a competitive advantage in today’s market.

Moderator: Tim Perry, Managing Director & Co-Head of Oil & Gas Americas, Credit Suisse
Mark Houser
, CEO, University Lands, The University of Texas System
Karl Brensike, CEO,
Haymaker Minerals & Royalties, LLC
Michael McConnell
, Managing Director, U.S. Capital Advisors
Davis Ravnaas
, President & CFO, Rivercrest Royalties LLP

09:45-10:25AM: UNDERSTANDING E&Ps DECISION-MAKING IN 2016 

Reasons behind different strategies in 2016: from management reshaping to capital restructuring. Capital providers change from conventional TBL finance model to a more complex finance structures. E&P investment cycle and the role of Private Equity. How to successfully develop an asset with the lowest break-even point? Clarifying growth priorities and competitive differentiators. What do E&Ps reinvest into? Tackling challenges collectively: partnerships that helped development in 2016. What are the hot spots for American E&Ps outside the country? Areas where we E&Ps see growth through partnerships

Moderator: Scott Nyquist, Senior Partner, McKinsey & Company
Andrew Morrison, Manager Business Development, Statoil 
Ken Mariani
, Manager Business Development, Enervest
Adrian Lismore
, Oil & Gas Chief Commercial Officer – Global Structured Products, BP 

10:25-10:50AM: Networking Coffee Break  

10:50-11:05AM: KEYNOTE PRESENTATION: TRENDS IN THE M&A MARKET

Brian Lidsky, Managing Director, PLS Inc.

11:05-12:00AM: M&A, A&D & JVs– WHAT’S NEXT?

What have we learnt from 2015 M&A activity? Who are the winners in 2016? Examples of adjusted portfolios that led to sustained positive impact. What are the expectations from an M&A market in 2016?  What drives the sellers? How to overcome common challenges? When will the M&A activity fully “blossom”?  What are the implications of the Halliburton-BH failure? Will the industry see more bankruptcies than M&A? 

Moderator: Robert Follie, Partner, Holman Fenwick Willan France LLP
Ken Mariani, President, EnerVest 
Scott Josey, CEO, Sequitur Energy
Bill Marko
, Managing Director, Jefferies
Brad Ross
, Transaction Advisory Services Director, BDO 
Mungo Hardwicke-Brown
, Partner - Mergers and Acquisitions, Blake, Cassels & Graydon LLP

12:00-12:10PM: THE NEW CHALLENGE - BALANCING OPERATIONAL AND FINANCIAL RISK IN THIS LOW PRICE ENVIRONMENT

 Bob Peterson, Partner, Oliver Wyman 

12:10-1:00PM: OPERATIONAL EFFICIENCY - COST-CUTTING & TECHNOLOGY INNOVATION PANEL 

Achieving good level of collaboration with win-win long-term results. Technologies worth investing in now. How do companies make deepwater and shale projects commercial in this climate? Results of re-investing into technical advances – what are the benefits? Successful partnership case studies – how can the industry further collaborate to improve efficiency and production?   

Moderator: Bob Peterson, Partner, Oliver Wyman 
Blake Scott
, President, Scott Environmental Services, Inc
Bruce Alastair Tocher
, Manager Shale Oil & Gas Research, Statoil Gulf Services LLC 
Jakob Norman, President & CEO, Mesa Natural Gas Solutions 

1:00-2:00PM: Networking Lunch 

2:00-2:45PM: RESTRUCTURING STRATEGIES 

Benefits and drawbacks of the main restructuring options. Common issues and how can they be avoided? What do Oil & Gas companies expect following a restructuring? When is bankruptcy a “better option”? Breaking down examples of creative restructuring strategies that resulted in improved liquidity and reduced leverage.

John Bittner, Partner, PWC
Guy Martel
, Partner – Restructuring, Stikeman Elliott
Michael O’Hara
, Partner - Restructuring & Special Situations Group, PJT Partners
JP Hanson
, Managing Director & Head - E&P, Houlihan Lokey
John Castellano
, Managing Partner, AlixPartners  

2:45-3:35PM: FINANCING OPTIONS IN A DISTRESSED MARKET 

The state of the energy financing market in America. How does it compare to the rest of the world? Results of banks’ limited exposure to the oil and gas market. Is it likely to change soon? Comparing the main distressed financing options. What issues are the most common in the process? How to minimize their impact?

Moderator: Kathy Lynn, Executive Director & Group Head – US Oil & Gas, SMBC
Don Dimitrievich, Head – Energy & Power, HPS Investment Partners, LLC
Kevin Price, Managing Director and Global Head of Reserve Based Finance, Societe Generale CIB
Daniel East
, Principal,
The Carlyle Group

3:35-4:05PM: Networking Coffee Break

4:05-5:05PM: PRIVATE EQUITY & INVESTOR PANEL

Bigger picture: who are the new energy investors in America? Will debt and equity markets continue to support shale production? How to encourage investment to meet future energy challenges? How are deals being structured? How have the dynamics changed O&G banking? What should investors know before committing to a deal? Navigating pricing and valuation challenges – learning from success stories  

Moderator: Peter Gaw, Managing Director and Head, Oil and Gas, Standard Chartered
Brian Thomas
, Managing Director - Energy, Prudential Capital
Rob Johnson,
Managing Director & Head - Oil + Gas Direct Lending, EIG Global Energy Partners
Albert Huddleston
, Partner & CEO, Aethon Energy Management LLC
Gary Petersen
, Managing Partner,
ENCAP

== 5:05-6:30PM: COCKTAIL RECEPTION ==

== 6:30-9:00PM: VIP DINNER and LIFETIME ACHIEVEMENT AWARD CEREMONY ==

Upcoming Events

5 April 2017
Mexico City, Mexico
gas-to-power-world-congress
17 May 2017
Cape Town International Convention Centre
1 June 2017
Hotel Arts, Calgary, Canada
africa-assembly-dinner
12 June 2017
Westin, Paris, France

United Kingdom

T: +44 20 7384 8056
Bedford House
69-71 Fulham High Street
London
SW6 3JW

Singapore

T: +65 6590 3978
78 Shenton Way
#20-03
Singapore
079120

Houston - USA

T: +1 713 353 4633
Two Allen Center, 1200 Smith Street, Floor 16, Suite 6061

Houston, TX, 77002

USA

Lagos - Nigeria

T: +44 787 550 6366
No. 92 Oduduwa Crescent,
G.R.A., Ikeja
Lagos State
Nigeria
 
 

South Africa

+27 21 001 3884
Great Westerford
Corner Main Rd & Dean Street
Newlands 7700
Cape Town