Agenda.

Day 1

08:00 Registration and morning coffee

08:55 Welcome Remarks and Business Card Exchange

09:00 Headline Investor Panel: Energy Markets in focus – investment cycle and sentiment for an industry in transition

• Investor appetite for exposure to oil and gas amid energy evolution
• Evaluating the current macro and geopolitical picture: Trade wars, Sanctions, global growth forecasts, US Shale downturn?
• Should the sector feel vulnerable at current oil price? Will oversupply continue to impact progress?
• Rise of EVs – will they co-exist with oil?

Panellists:
Richard Hulf, Founder & CEO, BlueLake Energy
Tim Guinness, Founder & CIO, Guinness Global Energy Fund
Gervais Williams, Senior Executive Director, Miton Group


09:40 Sector Briefing: – Insight into the ‘double disruption’ affecting oil & gas as an industry

• What is an energy transition? The six forces of change that dictate a transition
• The effects of challenge by renewable energy systems to the oil & gas sector

Peter Tertzakian, Executive Director, Arc Energy Research Institute

10:10 Oil and Gas company CEO briefings 

11:00 Morning refreshments

11:30 Private Equity Panel: How is private equity revitalising segments of the upstream oil & gas market?
• Private vs. public markets – How is private equity adding value, and moving E&P projects forward to production?
• Considering development risks, declining portfolios, and a competitive M&A market
• How do you determine the optimal investment time horizon in the current market?

Panellists:
Natalia Simakina, VP Investment and Portfolio Management, Kerogen Capital
Jay Bhutani, CEO, Such Capital
Jerome Halbout, Manager Partner, 4D Global Partners

12:10 Oil & Gas company CEO briefings

13:00 Networking Lunch

14:00 Sector briefing: The latest financing trends for upstream E&Ps
• M&A outlook – analysis of all oil and gas oil & gas acquisitions and diverstitures
• Performance on operating costs
• Capital flows and sentiment for oil and gas equities

Moderator:

Chris Wilson, Managing Partner, Evaluate Energy

14:30 Analyst Briefing: Highlighting the Success Stories in Equity Funding

Richard Hail, O&G advisor, SP Angel
Sam Wahab, Head of Oil & Gas, SP Angel

15:00 Oil & Gas CEO presentations

16:00 Analyst Briefing: What the Energy Transition Means for the Oil Sector
• Long-term demand outlook and key uncertainties for road fuels, marine fuels and petrochemical feedstocks
• Strategic response from the oil majors and templates for diversification

Daisy Maugouber,
Oil Analyst, Bloomberg NEF

16:30 Gas Panel: Are gas projects getting financed fast enough to meet global demand?
• Where are the opportunities for growth in the gas market at present?
• How is the energy transition driving demand for gas?
• Domestic gas vs. export gas – how will networks for gas consumption continue to develop?
• Must explorers looking for growth beyond 2030 turn to gas?
Panellist:

Panellists include:

Frederic Yeterian,
Commercial Project Finance Manager, Philax International

Artyom Sitnikov, enior Banker, Natural Resources Team, EBRD

17:10 Networking Drinks Reception