Agenda

Monday, April 15

1:00pm: Registration & Networking

2:00pm: Opening Remarks

• Haymaker Minerals & Royalties: Karl Brensike, Managing Partner

2:10pm: Mineral Capital Markets Overview: Public mineral acquisition companies are now a $15 Billion+ investment opportunity. Is this enough to get investors to take notice?

• RBC Richardson Barr: Tim Perry, Vice Chairman of Global Energy

3:10pm: Technology & Innovation: Artificial intelligence and machine learning aren’t limited to high flying tech companies in the Bay Area. Learn how oil and gas technology companies continue to push the envelope on the cutting edge of analytics.

• Tracts: Ashley Gilmore, CEO & Co-Founder
• ComboCurve: Armand Paradis, CEO & Co-Founder
• Enertel Advisors: Jonathan Henderson, Co-Founder & Chief Analytics Officer
• Enverus: Colin Westmoreland, Chief Innovation Officer

4:20pm: Papering up the Deal: With private equity funding less management teams, what are some alternative structures for raising capital? Let’s do a deep dive into 144A filings, 3(c)(7), 3(c)(1) and others. When do you need to register with the SEC, and what can you legally claim as a track record?

• Kirkland & Ellis: Reed Schuster, Partner
• Vinson & Elkins: Matt Hortenstine, Sr. Associate-Private Investment Funds and M&A

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 16

8:00am: Networking Breakfast

9:00am: Teamwork Makes the Dream Work, Or Does It?: Let’s hear how various Private Equity companies debate the merits of internal acquisition teams vs. a portfolio team approach.

• NGP: Matt Tramonte, Vice President
• Post Oak Energy Capital: Henry May, Director
• Riverbend Energy Group: Scott Rice, Managing Partner & COO

10:15am: Networking Break

11:00am: Mineral Financing Options: With interest rates at all-time highs and Private Equity raising smaller funds, how can mineral companies more creatively finance some transactions?

• EOC: Nick Fersen, Managing Partner
• Apollo: Dan Vogel, Partner
• Texas Capital: Gabe Garcia, Executive Director

12:00pm–2:00pm: Lunch Speaker & Announcement of Casino Winners

12:30pm: The Minerals Markets: Record-breaking valuations were set in 2023, and minerals remain the hottest asset class in the country. How public acquirors, family offices, and minerals-specific private equity funds are increasing competition across the mineral landscape.

• Detring Energy Advisors: Derek Detring, President

2:00pm: The Global Macro Environment for Minerals: How are current domestic policies and geopolitical issues likely to affect future US energy prices and production?

• Veriten: Jeffrey Tillery, Partner & Chief Operating Officer

3:00pm: Retail Panel: Where are the retail investors looking to acquire producing mineral packages? How do you access this market, and do they have a lower cost of capital?

• US Energy Development Corporation: Jordan Jayson, CEO
• Whitehawk: Daniel Herz, CEO
• Resource Royalty: Beth Good, CEO

4:00pm: Networking Reception

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

6:00pm: Conference Adjourns