Energy Capital Conference 2020 Speaker Presentations

This power pack includes all speaker presentations from Energy Capital Conference 2020. Presentations are available via PDF direct download upon purchase. 

Opening Keynote: Brave New World — Getting Ahead of the Energy Capital Paradigm Shift

Capital structures for oil and gas players are in disarray as old models are torn down and a new one is constructed. But what will that look like, and how should you position your company to take advantage?

Speaker:
Paul Sankey, Managing Director, Mizuho Americas

Capital Markets Scorecard — Public Equity and Debt Perspectives

The oil and gas space is getting a dose of tough love from public equity and debt investors. This roundtable examines the state of the capital markets today for energy companies, and what it will take to restart capital flow.

Speakers:
Ray Lemanski, Managing Director & Group Head, Credit Research, KeyBanc Capital Markets Inc.

Neal Dingmann, Managing Director, Energy Research, SunTrust Robinson Humphrey

Capex Strategies & Financing Options in the Wake of Institutional Investor Buyer Strikes

In recent periods there have been noteworthy shifts in energy investor preferences regarding the relative roles of production growth, third party acquisitions, identifiable drilling inventories, and free cash flow utilization. This industry expert will explore how each of these elements entail a variety of implications for actionable options by upstream decision-makers to effectively execute their capital allocation plans.

Speaker:
Tom Petrie, Chairman, Petrie Partners

Case Studies in Credit Fund Debt Structures

Private debt is growing in popularity as a bridge to filling capital gaps. These financiers lay out examples of how they structured deals, including cost, size, asset profile, use of proceeds, funding triggers and covenants.

Speaker:
Justin Moers, Managing Director, Munich RE Reserve Risk Financing Inc.

What About RBL? Commercial Banking Trends

The number of distressed loans over recent years put reserve-based lenders on notice to tighten covenants—or just to exit the space altogether. These bankers talk about how lending criteria have changed, and how redeterminations will further challenge E&P balance sheets.

Speakers:
Steve Kennedy, Executive Vice President and Head of Energy Banking, Amegy Bank

Mike Lister, Managing Director & Group Head – Energy & Power, Corporate Client Banking, JPMorgan Chase & Co.

Next Man Up – Creative Alternatives to Raising Capital

If traditional capital sources are sitting the bench, then nontraditional capital is sure to step up to the plate. These financiers offer alternate options—including asset securitizations, drilling JVs with non-E&P partners, convertible preferred and co-sponsored funds—for keeping the bit turning and getting deals done.

Speakers:
Drew Scoggins, Managing Partner, Millennial Energy Partners

Jeremy Cook, Chief Financial Officer, Raisa Energy LLC

Finding Funding in the Lower-Middle Market

The sub-$100 million market was once considered niche but becoming more mainstream, with more capital providers targeting the space. Where are the opportunities and what are the criteria?

Speakers:
Ryan A. Turner, Managing Partner, Stronghold Resource Partners

David Zusman, Co-Founder & Managing Partner, Talara Capital Management

Just need one of the conference presentations? Email custserv@hartenergy.com to purchase individual presentations for $50/each.