Louisiana Energy Conference


Agenda as of May 31, 2017

Tuesday, May 30 Opening Speaker and Reception
4:00 - 5:30 pm Stephen Jury - J.P. Morgan Private Bank Global Portfolio Specialist
J P Morgan "Energy in a Post-Election Year"
Westin Canal Place Hotel - 12th Floor
Wednesday, May 31  
7:45 – 8:00 am Welcome 
8:00 – 8:45 am GOM Deep Water Oil Services:  Is 2018 the Year the Recovery Begins?
IBERIA Capital Partners Hornbeck Offshore Services, Inc.  (HOS)
Rob MacKenzie       Todd Hornbeck, Chairman, President & CEO
Delta SubSea LLC (Private)
Scott Dingman, President & Chief Executive Officer
Waldemar S. Nelson and Company, Inc. (Private) 
     William Rushing, Manager of Civil and Environmental Engineering
8:45 – 9:30 am GOM E&P: Will Activity Increase in a $50 Oil Price Environment?
Seaport Global Energy XXI Gulf Coast, Inc. (EXXI)
Michael Schmidt      Scott Heck, Chief Operating Officer
EnVen Energy Corporation (Private)
     Steve Weyel, Chairman and Chief Executive Officer 
Talos Energy LLC (Private)
     Loren Long, Managing Director - Mexico
Upstream Exploration, LLC (Private)
     Michael Willis, President 
9:30– 10:15 am Onshore E&P: The Permian: Is It Delivering on the High Expectations?
Seaport Global Callon Petroleum Company (CPE) 
Mike Kelly      Liam Kelly, Director, Corporate Development and Strategy
Lilis Energy Inc. (LLEX)
     Ronald Ormand, Executive Chairman of the Board
Rosehill Resources Inc. (ROSE)
     J.A. (Alan) Townsend, President and Chief Executive Officer
Surge Energy America, LLC (Private)
     James Welch, Chief Financial Officer
10:15 – 10:30 am Break: Sponsored by IBERIABANK Energy Lending
10:30 – 11:15 am Private Equity: Have Signs of a Recovery Changed PE's Strategy?
Jones Walker Bayou City Energy Management, LLC 
Ted Jones       Mark Stoner, Partner
Black Bay Energy Capital
      Michael LeBourgeois, Managing Director
South Highland Ventures, LLC
     Ron Ondechek, Jr., Managing Director
11:15 – 12:00 pm U.S. Onshore Oil Services: Where is the Growth in 2017?
Simmons EcoStim Energy Solutions, Inc. (ESES)
Ian MacPherson       J. Chris Boswell, President & Chief Executive Officer
Energy Recovery Inc. (ERII)
     Brian Uhlmer, Managing Director Corporate Development & IR
Profire Energy Inc. (PFIE)
     Ryan Oviatt, Chief Financial Officer 
Fairfield Nodal (Private)
     Joe Dryer, Senior Vice President, Fairfield Data Licensing
Sidewinder Drilling LLC (Private)
      Jon Cole, Chairman & Chief Executive Officer
Lunch Panel Credit Facilities, M&A and Investment Banking:  Are We Approaching Growth Mode Yet?
Seaport Global EY
Michael Schmidt      Ron Montalbano, Senior Managing Director
PNC Business Credit
     John Tyler, Regional Executive
Seaport Global Securities, LLC
     Michael Bodino, Managing Director, Co-Head E&P Investment Banking
Wells Fargo
     Douglas Liftman, Managing Director
1:30– 2:15 pm U. S. Onshore E&P: Attractive Opportunities Beyond the Permian
ROTH Capital Partners Evolution Petroleum Corporation (EPM)
John White      Randy Keys,  Chief Executive Officer and President
Newfield Exploration Company (NFX)
     Danny Aguirre, Investor Relations Manager
RMP Energy Inc. (RMP.TO)
     Josh Young, Chairman
White Knight Resources, LLC (Private)
     Jerry Wenzel, Chief Executive Officer
2:15– 3:00 pm Capital Availability: What Are the Options in the Early Stages of a Recovery?
Jones Walker Angelo, Gordon & Co.
J. Marshall Page      Damon Putman, Managing Director
The Carlyle Group
       Stuart Page, Head of Oil Field Services
HPS Investment Partners, LLC
     Joe Deffner, Managing Director
Onex Credit
     Andrew Scheffer, Senior Research Analyst
3:00-3:15 pm Break: Sponsored by IBERIABANK Energy Lending
3:15– 3:45 pm How Are Companies Capitalizing on the Increasing Hydrocarbon Availability in the U.S.?
J P Morgan Gaffney, Cline and Associates
Terry Dufrene      Nicholas Fulford, Global Head of Gas & LNG
Yuhuang Chemical Inc.
     Charlie Yao, Chief Executive Officer, Americas
3:45 – 4:30 pm Newly Emerged E&Ps:  What's Next When the Debt Burden Is Relieved?
Houlihan Lokey Chaparral Energy, Inc. (CHHP) 
Brett Lowrey      Earl Reynolds, Chief Executive Officer
Goodrich Petroleum Corporation (GDP)
     Rob Turnham, President and Chief Operating Officer
Midstates Petroleum Company (MPO)
     Nelson Haight, Executive Vice President and Chief Financial Officer
Sandridge Energy, Inc. (SD)
     Duane Grubert, Executive Vice President, IR and Strategy
6:30 – 9:00 pm Networking event and dinner 
Amegy and Lockton WWII Museum: New Orleans Warehouse District
   945 Magazine Street
Thursday, June 1   
8:00 – 8:45 am Offshore Exploration: Its Time Will Come Again
ROTH Capital Partners GulfSlope Energy, Inc. (GSPE)
John White      Ron Bain, President and COO
Murphy Oil Corporation (MUR)
     Gregory Hebertson, Vice President Exploration and New Ventures
LLOG Exploration Co. (Private)
     Eric Zimmermann, Vice President of Geology
Rose and Associates (Risk Advisory) 
     Paul Haryott, Senior Associate
8:45 – 9:30 am U.S. Onshore E&P: Will Unconventional Drilling Dominate the Recovery?
Cowen Lone Star Resources US, Inc. (LONE)
Charles Robertson      Frank Bracken, Chief Executive Officer
Northern Oil and Gas Inc. (NOG)
     Brandon Elliott, Executive Vice President, Corporate Development & Strategy
PetroShare Corp. (PRHR)
     Fred Witsell, President
Empresa Energy (Private)
     Don Owen, Vice President and Chief Financial Officer
9:30 – 10:15 am U.S. Offshore OFS: Has the Market Stabilized?
Preng and Associates Fairfield Nodal (Private)
David Preng      Chuck Davison, Jr.  President and Chief Executive Officer
Laborde Marine, LLC (Private)
     Peter Laborde, Managing Member/Owner
Q'Max Solutions Inc.(Private)
     Alex Church, Vice President, International Sales
Witt O'Brien's LLC (Private)
     Bob Patterson, Associate Managing Director
10:15 – 10:30 am Break: Sponsored by Postlethwaite and Netterville
10:30 - 11:15 am Hedging: Lessons Learned and Their Impact on Current Strategies
Energy Capital Research Group Morgan Stanley
Sean Levine      Grant Brady, Managing Director
PerPetro Energy, LLC (Private)
     Joe Leblanc, Co-Founder and Chief Financial Officer
Shell Trading Risk Management
     Kevin Hulsey, Director Risk Management Energy Commodities
11:15 - 12:00 pm Private Equity: A Perspective on Middle Market Energy Services
Duff and Phelps Bluehenge Capital Partners
Martin Rubio      Nemo J. Viso, Managing Director
Burrow Global, LLC (Private)
     Mike Burrow, Chief Executive Officer and Chairman
Jefferson Capital Partners
     Francis Cazayoux, Managing Partner
OFS Energy Fund, LLC
     Bruce Ross, Managing Partner
Lunch Panel Midstream Energy: What's Ahead for 2017 and MLP Update
Parker Roy Adams Resources & Energy, Inc. (AE)
     Josh Anders, Chief Financial Officer
Vertex  Energy, Inc. (VTNR)
     John Strickland, Chief Operating Officer
  Core Midstream
     Andrejka Bernatova, Chief Financial Officer
     Greg Matlock, Partner/Principal
1:30– 2:15 pm International OFS: Is the International Market Poised for Recovery in 2017?
Jones Walker Tidewater, Inc. (TDW)
Curtis Hearn      Joe Bennett, Executive Vice President and Senior IR Officer
Clarion Offshore Partners, LLC (Private)
     Kevin Robert, Partner
Waldemar S. Nelson and Company, Inc. (Private)
     William Rushing, Manager of Civil and Environmental Engineering
International Association of Drilling Contractors - IADC
     Mike DuBose, Vice President - International Development
2:15 - 3:00 pm Private Equity: Where Are the Actionable Opportunities in 2017?
Jones Walker Apollo Management LP
Britton Seal      Jeffrey Bartlett, Co-Head Energy Credit
Bernhard Capital Partners
     David de Laureal, Managing Director
Lime Rock Partners
     Gary Sernovitz, Managing Director
Riverstone Holdings LLC
     Daniel Flannery, Principal
3:00– 3:15 pm Break: Sponsored by Postlethwaite and Netterville
3:15 - 4:00 pm Capital Markets: What's Driving Energy IPOs?
Deloitte and Touche Deloitte and Touche LLP
Patrick Brandau      Ray Ballotta, Partner, Mergers M&A - Oil and Gas Lead
     Rachel Racz, Managing Director - Energy Lead
NCS Multi Stage Holdings Inc. 
     Ryan Hummer, Chief Financial Officer
Simmons International
     Fred Charlton, Managing Director & Co-Head Energy Investment Banking
6:00 - 8:30 pm
ROTH Capital Partners Post closing cocktails, hors d'oeuvres and buffet style dinner
Jones Walker The Cabildo - Louisiana State Museum
Chartres Street - French Quarter - Overlooking Jackson Square
Friday, June 2 FIELD TRIPS
ROTH Capital Partners Four field trip opportunities are currently planned:
Shallow Water Gulf of Mexico: Crew boat trip to visit an Upstream Exploration production platform in Breton Sound
New Orleans Area Refinery: Visit a nearby refinery for a tour
Airboat trip to view marshland production facilities
Visit to Kinder Morgan products terminal on Mississippi River
Participating Energy Firms as of 5-25-17
Acadia Energy Holdings, LLC
Adams Resources & Energy, Inc.
Bordelon Marine
Burrow Global LLC
Callon Petroleum Company
Chaparral Energy, Inc.
Clarion Offshore Partners, LLC
Core Midstream
Delta SubSea LLC
EcoStim Energy Solutions, Inc
Empresa Energy
Energy Recovery Inc.
Energy XXI Gulf Coast Inc.
EnVen Energy Corporation
Evolution Petroleum Corporation
Fairfield Nodal  
Goodrich Petroleum Corporation
GulfSlope Energy, Inc.  
Hornbeck Offshore Services, Inc.  
Laborde Marine, LLC   
Lilis Energy Inc.  
LLOG Exploration Co.  
Lone Star Resources US, Inc.
Midstates Petroleum Company, Inc.  
Murphy Oil Corporation
NCS Multistage Holdings Inc.
Newfield Exploration Company
Northern Oil and Gas Inc.
PerPetro Energy, LLC  
PetroShare Corp. 
Profire Energy Inc.  
Q'Max Solutions Inc.   
RMP Energy Inc.
Rosehill Resources Inc.
Sandridge Energy, Inc.
Shell Trading Risk Management
Sidewinder Drilling LLC
Surge Energy America, LLC
Talos Energy LLC
Tidewater, Inc.
Upstream Exploration, LLC
Vertex Energy, Inc.
Waldemar S. Nelson and Company, Inc.
White Knight Resources, LLC
Witt O'Brien's LLC
Yuhuang Chemical Inc.
Other Panelist Firms   
Angelo, Gordon & Co.
Apollo Management LP
Bayou City Energy Management, LLC
Bernhard Capital Partners  
Black Bay Energy Capital
Bluehenge Capital Partners
The Carlyle Group
Deloitte and Touche LLP
HPS Investment Partners, LLC  
Gaffney, Cline and Associates  
International Association of Drilling Contractors
J.P. Morgan
Jefferson Capital Partners
Lime Rock Partners
Morgan Stanley
OFS Energy Fund, LLC
Onex Credit
PNC Business Credit
Riverstone Holdings LLC
Rose and Associates
Seaport Global Securities, LLC
South Highland Ventures, LLC
Wells Fargo
Platinum Sponsors  
J P Morgan
Jones Walker
ROTH Capital Partners
Seaport Global Securities LLC
Gold Sponsors  
Amegy Bank
Deloitte and Touche LLP
Fairfield Nodal
Flexicrew Technical Services
IBERIA Capital Partners
Postlethwaite and Netterville
Silver Sponsors  
Big Pivot Partners
Cowen and Company
Duff and Phelps
Energy Capital Research Group
Energy Capital Solutions
Houlihan Lokey
Johnson Rice & Co.
OFS Fund
Preng and Associates
Simmons International
South Highland Ventures
Wolfe Capital Markets


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