Slide presentations from the Private Equity International Energy Forum:
Panel: Deal Flow in North America vs International – Factors to Consider - Craig Jarchow, Managing Director, Pine Brook Road Partners, LLC
Panel: Deal Flow in North America vs International – Factors to Consider - Scott Mackin, Partner, Denham Capital Management LP
Roundtable A: Upstream Energy - Andy Evans
Roundtable B: Renewable Energy - Jon Koch, Managing Director, US Renewables Group
Roundtable B: Renewable Energy - Scott Brown, Chief Executive Officer, New Energy Capital
Roundtable C: Russia / Asia - Dr. Chi Pham, Chief Economist, Head of Research and Market Risk Management, VinaCapital
Roundtable C: Russia / Asia - Riccardo Puliti, Business Group Director, Energy and Natural Resources, EBRD
Roundtable D: Latin America
Panel: Deal Structures
Trend Watch - Prospects in Solar and Wind - John Woolard, President & CEO, BrightSource Energy, Inc.
Trend Watch - Prospects in Solar and Wind - Ethan Zindler, Head of North American Research, New Energy Finance
Closing Panel: Energy Companies Look Forward
Day One, October 7, 2008
7:45 – 8:45
Check in & continental breakfast
8:45 – 8:55
Welcome from PEI Media & Chairman
David Snow, Executive Editor, PEI Media
8:55 – 10:00
Opening Keynote Panel: Risks and Rewards
Leading deal makers will participate in a candid discussion on the current environment for investing in the energy industry and what is needed to succeed in this sector:
• How target opportunities are chosen?
• Managing risks in private equity funded energy deals
• Which sectors are the hottest? Up and coming sectors that we should pay attention to?
Moderator: David Snow, Executive Editor, PEI Media
Panel Members:
Jonathan Farber, Managing Director, Lime Rock Partners
Scott A. Gieselman, Managing Director, Natural Gas Partners
Will Honeybourne, Managing Director, First Reserve
Wil VanLoh, President & CEO, Quantum Energy Partners
10:00 – 10:45
State of the Market Address
• Analysis of the trends and developments that will play a pivotal role in the success or failure of deals in this sector, including policies and regulations
• Snapshot of market size and investment flows in the US and globally
Jone-Lin Wang, Managing Director, Global Power Group
, CERA
10:45 – 11:30
Networking Break
11:30 – 12:15
Panel: Deal Flow in North America vs International – Factors to Consider
• In-depth analysis of the investment landscape: Which sectors and regions is capital flowing into and why?
• Increased scrutiny: the impact of pending regulatory changes and potential political power-plays
• Sector specific equity funds or generic funds: Which one works best and how to leverage on the right platform?
Moderator: John Keffer, Managing Partner - London, King & Spalding
Panel Members:
Craig Jarchow, Managing Director, Pine Brook Road Partners, LLC
Scott Mackin, Partner, Denham Capital Management LP
12:15 – 1:00
Panel: Financing and Funding
The industry’s top sources of capital will share their views on:
• Current challenges to obtaining financing for private equity energy deals
• Sell side barometer on available opportunities and institutional investor buying patterns
• Criteria for financially attractive energy investments
• Beyond project finance: mezzanine
Moderator: John Cavalier, Managing Partner, Hudson Clean Energy Partners
Panel Members:
Mark Hull, Vice President, Prospect Capital
Fiona Paulus, Global Head of Sponsors at Royal Bank of Scotland, ABN AMRO
Gavin H. Wolfe, Co-Chairman, Power & Renewables Group and Vice Chairman, Investment Banking, Credit Suisse Securities LLC
1:00 – 2:30
Lunch
2:30 – 3:30 Sector-focused case study roundtables
Practitioners will present a case study, detailing the success and failures of a specific transaction and demonstrating how they added value, managed costs, mitigated risks and set the stage for successful exits.
Roundtable A: Upstream Energy
Facilitator: Marcia E. Backus, Partner, Co-head Corporate Practice, Vinson & Elkins LLP
Participants:
Andrew L. Evans, Senior Vice President, ARC Financial Corp.
Robert L. Gold, President & CEO, Ridgewood Capital
Roundtable B: Renewable Energy
Facilitator: Bradford T Nordholm, CEO & Managing Director, Starwood Energy Group Global, LLC
Participants:
Scott Brown, Chief Executive Officer, New Energy Capital
Jon Koch, Managing Director, US Renewables Group
3:30 – 4:15 Region-focused case study roundtables
Practitioners will present case studies of transactions in a specific growth region, including successfully navigating complexities unique to the area, financing structures best suited for the region, and operating assets post acquisition.
Roundtable C: Russia / Eastern Europe
Participants:
Dr. Chi Pham, Chief Economist, Head of Research and Market Risk Management, VinaCapital
Riccardo Puliti, Business Group Director, Energy and Natural Resources, EBRD
Roundtable D: Latin America
Facilitator: Ned Crady, Partner, King & Spalding
Participant:
Pedro G. Seraphim, Director, APINE
4:15 – 4:30
Coffee break
4:30 – 5:15
Panel: Deal Structures
• Nuts and bolts of current deal structures
• Promising investment structures: equity line of capital
• The role of non-shareholder constituents in deal planning
• When things go wrong: deal terms to assure safe exits
Moderator: Keith Fullenweider, Partner, M&A/Private Equity, Vinson & Elkins LLP
Panel Members:
Chris Behrens, Managing Partner, CCMP Capital Advisors, LLC
Frank Pottow, Managing Partner, Greenhill Capital Partners
Andrew Schroeder, Senior Partner, Energy Investors Funds
5:15 – 7:00
Cocktail reception
Day Two, October 8, 2008
8:00 – 8:45
Continental breakfast
8:45 – 8:50
Chairperson’s welcome
Shawn C. Carraher, Senior Director, Global Power Group, CERA
8:50 – 9:30
Keynote Interview
Brad Bourland, CFA, Chief Economist & Head of Proprietary Investment
Jadwa Investment
9:30 – 10:15
Panel: Conversation with LPs: Energy Appetites
• LP expected returns and pace of capital raise
• The trend towards coinvestment
• Considerations when electing managers to expand into a new region and different markets
Moderator: Paul Parshley, Vice President, Energy Capital
Panel Members:
Reto Börlin, Vice President, Partners Group AG
Michael C. Miller, Managing Director, Monument Group
Nancy C. Orr, Investment Officer, Mayo Clinic
10:15 – 10:35
Coffee break
10:35 – 11:05
Trend Watch - Prospects in Nuclear Energy Nuclear, to some, is the solution to reducing the US's dependence on imported oil. This session will detail the growing expectations for nuclear power expansion worldwide and private equity's role in accelerating its growth.
Alan J. Steinberg, Regional Administrator, U.S. Environmental Protection Agency
11:05 – 11:45
Trend Watch - Prospects in Solar & Wind
• Latest developments in Solar and Wind
• In the renewable race, who will be the winners and losers?
Panel Members:
John Woolard, President & CEO, BrightSource Energy, Inc.
Ethan Zindler, Head of North American Research, New Energy Finance
11:45 – 12:30
Closing Panel: Energy Companies Look Forward
• Up and coming energy sectors with potential for stable and sustainable growth
Moderator: Shawn C. Carraher, Senior Director, Global Power Group, CERA
Panel Members:
Westy Ballard, Vice President of Corporate Development, Superior Energy Services, Inc.
Fernando Bertoni, General Manager Business Development, M&A, GE Oil & Gas
12:30 – 2:00
Closing Lunch
*This is a provisional agenda. The organizers have the right to make changes.