Financial Development Partners
Exploration - Development - Production
INPAC
Integrated Pan-African Energy Co., Ltd
ENERGY CAPITAL FORUM - JUNE 10
Money for Nothing: Private Capital for the Start-Up
- Moderator: Cameron Smith, Senior Managing Director, COSCO Capital Management LLC
- David Krieger, Managing Director of Energy, Warburg Pincus
- John Moon, Managing Director, Riverstone Holdings
- Greg Myers, Managing Director, Metalmark Capital
- Howard Newman, President and CEO, Pine Brook Road Partners
Public Blank-Check/SPAC, Institutional, Hedge Fund and Other Money
- Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
- Jim Wicklund, Portfolio Manager, Carlson Capital LLC
- John Schaeffer, GE Energy Financial
- Ronald D. Ormand, President and CEO, Tremisis Energy Acquisition Corp.
Asset-Based Capital: Commercial and Mezz Money
- Moderator: Nissa Darbonne, Executive Editor, Oil and Gas Investor
- Tim Murray, Managing Director, Guggenheim Partners LLC
- Steven Tedesco, President and CEO, Admiral Bay Resources
Energy Capital Forum
Date: June 10, 2008
Location:
Westin Galleria
5060 West Alabama
Houston, Texas 77056
Phone: (713) 960-8100
--------------------------------------------------------------------------------
Oil and Gas Investor’s Energy Capital Forum (formerly the COSCO Private Capital for Energy Forum), now in its 12th
year, is the must-attend instructional and networking forum for E&P and other energy executives and technical personnel
seeking in-depth discussion of funding trends and forecasts for future capital access. The emphasis here is information
that is practical, immediate and profitable.
What are the money sources backing today? Where does your own business model fit? What revision of it will be
needed to secure funding at the best terms, and along the entire capital chain? Insight will be provided by capital
providers and financiers, and also by successful capital users. What are the secrets of their success? What do they warn
against?
The Energy Capital Forum is for those seeking initial start-up capitalization, as well as for those whose businesses are
well under way and are seeking to take the next step in the capital ladder.
June 10, 2008
7:30 a.m. - 8:30 a.m. Registration and Continental Breakfast
8:30 a.m. - 8:40 a.m. Welcome and Opening Remarks
8:40 a.m. - 9:00 a.m. Opening Keynote
9:00 a.m. - 10:15 a.m. Money For Nothing: Private Capital For The Start-Up (Roundtable Discussion)
Of course, it’s not really for nothing. Instead, it’s based upon the two most important characteristics of a successful
energy company: a smart business plan and a talented executive and technical team. Here, closed-end private-equity
fund managers describe their investment parameters and examples of teams that have won funding.
Moderator: Cameron Smith, Senior Managing Director, COSCO Capital Management LLC
David Krieger, Managing Director-Energy, Warburg Pincus
John Moon, Managing Director, Riverstone Holdings
Greg Myers, Managing Director, Metalmark Capital
Howard Newman, President and CEO, Pine Brook Road Partners
10:15 a.m. - 10:45 a.m. Networking Break
11:00 a.m. - 12:30 p.m. Public Blank-Check/SPAC, Institutional, Hedge Fund and Other Money
There are additional forms of equity, other than traditional IPO and secondary offerings, to new or existing public and
private energy companies. Recently tapped forms of other equity capitalization have been for SPACs and from direct
institutional and hedge-fund investment. Here are some examples.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
Institutional Money’s View of Upstream Oil & Gas Investments
Jim Wicklund, Portfolio Manager, Carlson Capital LLC
Direct Institutional Investment in Private E&P
John Schaeffer, GE Energy Financial
Roll-Up Money: Using The Blank-Check IPO
Ronald D. Ormand, President and CEO, Tremisis Energy Acquisition Corp.
Angel Funding: Direct Individual Investments
12:30 p.m. - 1:15 p.m. Networking Lunch
1:15 p.m. - 1:45 p.m. Afternoon Keynote
1:45 p.m. - 3:15 p.m. Asset-Based Capital: Commercial and Mezz Money
Commercial and mezzanine capital can double the acquisition and organic-growth firepower. Here are examples of how
successful energy executives have further stretched their private- or public-equity capital powder with secured capital.
And, marketplace updates from providers of this capital.
Moderator: Nissa Darbonne, Executive Editor, Oil and Gas Investor
From $40MM to $865MM: The $825MM Capital Raise and Other Mezzanine Ideas
Tim Murray, Managing Director, Guggenheim Partners LLC
How Mezz Money Suits CBM Development
Steven Tedesco, President and CEO, Admiral Bay Resources
Stretch: Current Events in Commercial Lending
3:15 p.m. - 3:45 p.m. Networking Break
3:45 p.m. - 5:00 p.m. Public Capital: Exit Or IPO?
Many producers plan to sell their start-ups and start over. Some want to stay in their existing assets. Options are
numerous at this stage, from a 144A offering that is in no hurry to publicly list to private PIPEs and an MLP carve-out. If
choosing to go public, here’s the outlook.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
Sort of Public: The 144A and the Nasdaq 144A Portal
NASDAQ
Rolling Out an Upstream MLP
Encore Acquisition Company - Invited
The Market’s Appetite for Energy IPOs
Pool Capital Partners LLC - Invited
SOX Lite: Preparing a Private Company for IPO or Sale to a Publicly Held Buyer
Weaver and Tidwell L.L.P.
5:15 p.m. - 6:30 p.m. Networking Reception
Money for Nothing: Private Capital for the Start-Up
- Moderator: Cameron Smith, Senior Managing Director, COSCO Capital Management LLC
- David Krieger, Managing Director of Energy, Warburg Pincus
- John Moon, Managing Director, Riverstone Holdings
- Greg Myers, Managing Director, Metalmark Capital
- Howard Newman, President and CEO, Pine Brook Road Partners
Public Blank-Check/SPAC, Institutional, Hedge Fund and Other Money
- Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
- Jim Wicklund, Portfolio Manager, Carlson Capital LLC
- John Schaeffer, GE Energy Financial
- Ronald D. Ormand, President and CEO, Tremisis Energy Acquisition Corp.
Asset-Based Capital: Commercial and Mezz Money
- Moderator: Nissa Darbonne, Executive Editor, Oil and Gas Investor
- Tim Murray, Managing Director, Guggenheim Partners LLC
- Steven Tedesco, President and CEO, Admiral Bay Resources
Energy Capital Forum
Date: June 10, 2008
Location:
Westin Galleria
5060 West Alabama
Houston, Texas 77056
Phone: (713) 960-8100
--------------------------------------------------------------------------------
Oil and Gas Investor’s Energy Capital Forum (formerly the COSCO Private Capital for Energy Forum), now in its 12th
year, is the must-attend instructional and networking forum for E&P and other energy executives and technical personnel
seeking in-depth discussion of funding trends and forecasts for future capital access. The emphasis here is information
that is practical, immediate and profitable.
What are the money sources backing today? Where does your own business model fit? What revision of it will be
needed to secure funding at the best terms, and along the entire capital chain? Insight will be provided by capital
providers and financiers, and also by successful capital users. What are the secrets of their success? What do they warn
against?
The Energy Capital Forum is for those seeking initial start-up capitalization, as well as for those whose businesses are
well under way and are seeking to take the next step in the capital ladder.
June 10, 2008
7:30 a.m. - 8:30 a.m. Registration and Continental Breakfast
8:30 a.m. - 8:40 a.m. Welcome and Opening Remarks
8:40 a.m. - 9:00 a.m. Opening Keynote
9:00 a.m. - 10:15 a.m. Money For Nothing: Private Capital For The Start-Up (Roundtable Discussion)
Of course, it’s not really for nothing. Instead, it’s based upon the two most important characteristics of a successful
energy company: a smart business plan and a talented executive and technical team. Here, closed-end private-equity
fund managers describe their investment parameters and examples of teams that have won funding.
Moderator: Cameron Smith, Senior Managing Director, COSCO Capital Management LLC
David Krieger, Managing Director-Energy, Warburg Pincus
John Moon, Managing Director, Riverstone Holdings
Greg Myers, Managing Director, Metalmark Capital
Howard Newman, President and CEO, Pine Brook Road Partners
10:15 a.m. - 10:45 a.m. Networking Break
11:00 a.m. - 12:30 p.m. Public Blank-Check/SPAC, Institutional, Hedge Fund and Other Money
There are additional forms of equity, other than traditional IPO and secondary offerings, to new or existing public and
private energy companies. Recently tapped forms of other equity capitalization have been for SPACs and from direct
institutional and hedge-fund investment. Here are some examples.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
Institutional Money’s View of Upstream Oil & Gas Investments
Jim Wicklund, Portfolio Manager, Carlson Capital LLC
Direct Institutional Investment in Private E&P
John Schaeffer, GE Energy Financial
Roll-Up Money: Using The Blank-Check IPO
Ronald D. Ormand, President and CEO, Tremisis Energy Acquisition Corp.
Angel Funding: Direct Individual Investments
12:30 p.m. - 1:15 p.m. Networking Lunch
1:15 p.m. - 1:45 p.m. Afternoon Keynote
1:45 p.m. - 3:15 p.m. Asset-Based Capital: Commercial and Mezz Money
Commercial and mezzanine capital can double the acquisition and organic-growth firepower. Here are examples of how
successful energy executives have further stretched their private- or public-equity capital powder with secured capital.
And, marketplace updates from providers of this capital.
Moderator: Nissa Darbonne, Executive Editor, Oil and Gas Investor
From $40MM to $865MM: The $825MM Capital Raise and Other Mezzanine Ideas
Tim Murray, Managing Director, Guggenheim Partners LLC
How Mezz Money Suits CBM Development
Steven Tedesco, President and CEO, Admiral Bay Resources
Stretch: Current Events in Commercial Lending
3:15 p.m. - 3:45 p.m. Networking Break
3:45 p.m. - 5:00 p.m. Public Capital: Exit Or IPO?
Many producers plan to sell their start-ups and start over. Some want to stay in their existing assets. Options are
numerous at this stage, from a 144A offering that is in no hurry to publicly list to private PIPEs and an MLP carve-out. If
choosing to go public, here’s the outlook.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
Sort of Public: The 144A and the Nasdaq 144A Portal
NASDAQ
Rolling Out an Upstream MLP
Encore Acquisition Company - Invited
The Market’s Appetite for Energy IPOs
Pool Capital Partners LLC - Invited
SOX Lite: Preparing a Private Company for IPO or Sale to a Publicly Held Buyer
Weaver and Tidwell L.L.P.
5:15 p.m. - 6:30 p.m. Networking Reception