Agenda

Monday, April 14

1:00pm: Registration and Networking

2:00pm: Opening Remarks

• Haymaker Minerals & Royalties: Karl Brensike, Managing Partner

2:10pm: Global Energy Politics and the Effect on American Production: Trump has had his first 100 days and the world is adjusting. Where will be the best places to own minerals in the next 4 years?

• Moelis: Stephen Trauber, Chairman and Global Head of Energy and Clean Technology

3:00pm: Technology & Innovation: Mineral acquisitions are happening at break-neck speed, and new technologies continue to drive evaluations and provide low-cost management solutions. These companies are leading the way in helping mineral management companies continue to grow.

• ComboCurve: Armand Paradis, CEO and Co-Founder
• Enertel Advisors: Jonathan Henderson, Co-Founder & Chief Analytics Officer
• Tracts: Kristen Leighton, VP of Operations
• SS&C MineralWare: Sam Katigan, Vice President of Unique Assets
• MineralAnswers: Clint Barefoot, COO

4:20pm: How to Invest in Minerals: If you’re looking to invest in minerals, where do you start? Should you invest in the Public mineral companies, or with a start-up Private company? Let’s unpack the different options:

• Investing in Public Mineral Companies: Assets aren’t the only consideration when investing in a public mineral company. Learn the differences between Royalty Trusts, MLP’s, C-Corp’s, and other governance structures to help make a winning investment.
  • Kirkland & Ellis: Michael Rigdon, Partner – Capital Markets
• Investing in Private Mineral Companies: Minerals are an exciting asset class, with a lot of dynamic entrepreneurs raising new funds. When one of them walks into your office, what are the important terms of investment to discuss, and what could be some red flags?
  • Vinson & Elkins: David Lassetter, Senior Associate – Corporate

5:00pm: Networking Party

• Cocktails and hors d’oeuvres will be served in the grand hallway.

6:30pm: Break for Company Sponsored Dinners

• The Post Oak Hotel complex has wonderful dinner options including Mastro’s, Willie G’s, Craft F&B and Bloom & Bee.

8:00pm–11:00pm: Casino Night Benefiting Kids’ Meals!
While we are at dinner, the ballroom of the Post Oak Hotel will be transformed into a thriving casino complete with craps, black jack, roulette and poker tables! Although no real money changes hands, whoever ends up with the most chips at the end of the night will get to choose from $20,000 worth of fantastic prizes including:

Tuesday, April 15

8:00am: Networking Breakfast

9:00am: Minerals Capital Markets Overview: How are the public companies currently trading, and what is the current investor sentiment.

• KeyBanc Capital Markets: Tim Rezvan, Managing Director Oil & Equity Research Analyst

9:30am: Networking Break

10:00am: Natural Gas Panel: Natural Gas Prices are finally feeling supportive, and the power demand for AI data centers seem to have investors’ attention. How is all this attention affecting the different gas basins?

• Live Oak Resource Partners: Andrew Keene, President & CEO
• Appalachian Mineral Partners: Ryan Strawn, President
• Bandera Group: Brad Wright, Executive Vice President

11:00am: Oil Panel: Drill baby drill is back! How are the different oil basins being affected by the prospect of higher production along with potentially lower prices?

• Daytona Resources: Becky Bayless, CEO
• Horizon Resources: Jason Dean, CEO
• Riverbend: Rhett Reeves, Manager of Corporate Development
• Land Run Minerals: Andrew Haraway, CFO

12:00pm: Lunch & Announcement of Casino Winners

12:30pm: AI Overview: Artificial intelligence is changing the world as we know it. How could you be using it to help grow your mineral business?

• Collide: Collin McLelland, CEO
• Rowland.ai: Blake Susman, Founder & CEO
• Enverus: Eliot Stone, Sales Team Lead

2:00pm: Raising Private Capital: Record amounts of money are flowing back into the energy sector and minerals remains a hot space. How is the fundraising environment if you’re looking to start your own company?

• Viking Minerals: Ran Oliver, President & CEO
• Red Stone Resources: Shan Bhattacharya, Executive Vice President
• Tower Rock Oil & Gas: Oscar Torres, CEO
• Stephens: Brad Nelson, Managing Director

3:00pm: Public Company Panel: We have another year of record market capitalizations for the public companies. What are they looking to acquire next, and how can you best align with these end buyers?

• Viper Energy Partners: Kaes Van’t Hoff, President
• Sitio Royalties: Chris Conoscenti, CEO
• Texas Pacific Land Corporation: Chris Steddum, CFO
• Freehold Royalties: David Hendry, CFO

4:00pm: Networking Reception

• Cocktails and hors d’oeuvres will be served in the grand hallway.

6:00pm: Conference Adjourns