8:15 AM
Registration Opens and Breakfast is Served
8:55 AM
Opening Remarks from IMN
9:00 AM
Overlaying the Numbers and Lessons Learned from 2008, the ‘80s and Other Periods of Distress to Today
  • Asset class performance and how long will it take for the value to bounce back?
  • Spec space & Rigs… Real estate vs. commodity bet timing- When do asset sales start historically?
  • Impact of past interest rate environments
  • GDP vs. corporate profits
  • Comparing demographics and economic diversity
  • Impact of dry powder and ducs out there: Current vs. past financing available
  • Reasons for downturn and specific impact 
  • When to invest: First guy vs. last guy in performance
  • Employment, the internet and consumer-facing markets… How many jobs does an oil services job create?
  • Comparing the diversified Houston energy corridor today vs. the 80’s vs. other less-diversified oil/fracking markets of today
  • Addressing climate change risk in the assessment of distressed debt
  • Why OPEC is so desperate for $65 oil prices? Will the price get back to $65 soon? What needs to happen before OPEC agrees to a production cut? Is another "Arab Spring" in the offing?

Robert Farrow

Managing Principal
Caprock, LP/ CapAnimadverto Management

Jesse B. Thompson III

Business Economist - Houston Office
Federal Reserve Bank of Dallas

Karr Ingham

Economist
InghamEcon, LLC

Dr. Mark Dotzour

Real Estate Economist
College Station, Texas
9:45 AM
Major Market Overviews - An Investor Viewpoint

Do you want to be in Texas, North Dakota, the Permian or elsewhere? Do you want to go upstream, downstream, marine, services or renewable? This session will explore current activity, reserves, cost to drill, net new drilling, working rigs & future predictions of when the rigs will get back to work
 

Jonathan Needle

Chief Legal Officer
Houston Firefighters' Relief and Retirement Fund

Robert Farrow

Managing Principal
Caprock, LP/ CapAnimadverto Management

Mark Clemans

President/CEO
Carrier Energy Partners
10:30 AM
Networking Refreshment Break Courtesy of:

11:00 AM
Debt/Equity Swaps & Debt Restructuring… How the Process Actually Works
  • Typical negotiation and overcoming objections
  • What needs to be done to get out of bankruptcy?
  • Recovery value formula  Comparing vs. pre-packaged bankruptcies
  • In vs. out of court
  • Secured vs. unsecured creditor terms sales and how to steer things in your direction without the control/voting power
  • DIP loan conversions
  • Role of dilution and impact on MLP investors
  • Straight 363 sales and what they are looking like
  • What kind of pricing/haircuts are out there?
  • What are intra-bank dynamics looking like in these deals?
  • Do you really want to be selling drill rigs and oil trucks in this depressed market vs. holding on for higher prices? 
     

Janet Weiss

Partner
Dorsey & Whitney LLP

David Dunn

Managing Partner
Cross Sound Management

Brooks Graul

VP of Business Development
Tiger Liquidity Services

Dan Dooley

CEO
Morris Anderson

Patrick Mohan

Senior Legal Analyst
Reorg Research, Inc.
11:45 AM
Economics of Carrying Vacant/Under-performing Properties & Assets
  • What are the key factors you consider? 
  • When is it in your best interest to delay a sale? What goes into this decision? 
  • Interest rate impact 
  • How often are these numbers reviewed? 
  • Appraisal numbers… Are they forward looking and accurate?

Arthur Weissman

COO
Rastegar Equity Partners

Greg Bulleit

Vice President - Portfolio Manager
Directed Capital

Taylor Meyer

Executive Director
Morgan Stanley Real Estate

Jim Noteware

CEO
Noteware Advisors
12:30 PM
Luncheon
1:45 PM
The Leading PE Players Panel… Equity vs. Debt in Today’s Markets
  • What kind of companies are you interested in investing in? 
  • Acquiring vs. originating 
  • Rescue capital structures
  • Preferred equity 
  • Expected returns/risks 
  • What are the factors that would make one deal you are interested in debt and the other equity? 

Sebastian Jano

Investment Portfolio Consultant
Himan Brown Charitable Trust

Shalin Patel

Director of Research
BlackGold Capital

Mike Scott

Founder/Managing Partner
Pelican Energy Partners

David Young

Director
Talara Capital Management
2:30 PM
Working with Crisis & Turnaround Managers, Restructuring Advisors/Receivers
  • What can/can’t a manager/advisor do?  What value do they bring? 
  • Choosing a manager/advisor… What do you look for? How much will you spend?  
  • Risk management and insurance concerns 
  • Risk management practices of vacant properties

Paul Kang

President & CIO
Alta Companies

Brock Hudson

Managing Director
Carl Marks Advisors

Dave Magill

Senior Vice President
Competitive Power Ventures

Mark Welch

Principal
Morris Anderson

Jim Noteware

CEO
Noteware Advisors
3:15 PM
Networking Refreshment Break Courtesy of:

3:45 PM
Finding Distressed Energy Deals Where Other People Aren’t Looking
  • In an environment where many companies are agreeing to bankruptcy terms before they are filing the flow of deals has been difficult to unearth.  This session will discuss how some of the top dealmakers are finding deals
  • Buying from bankrupt vs. distressed companies… Advantages and time frames
  • Auctions via distressed bankruptcies
  • Forced sales from creditor pressure-what kind of price do you usually get?  Finding divested assets  Company stakes
  • Looking at limited partnerships
  • Partnerships and JVs  Have you found the bank spigot opened?
  • Financing vs. owning… Which way to go

Arthur Weissman

COO
Rastegar Equity Partners

Paul Kang

President & CIO
Alta Companies

Todd Filsinger

Senior Managing Director
Filsinger Energy Partners

Andy Babcock

Director
Tiger Group

Ben Newman

Principal
TP Energy Capital
4:30 PM
The Family Office Panel… How are you Looking at Energy Market Investments?
  • Are you increasing/decreasing your energy market exposure?
  • What kind of investments do you own in the power markets? What kind of route to market do you take?
  • How should investors approach you for new distressed energy investments?
  • What is your decision making process?
  • It isn’t easy being a distressed green energy investor

Kenneth Brown

Managing Partner
Lionchase Holdings, Inc.

Thomas Haug

Founder & Managing Member
Aspen Tree, LLC.

Hema Virani

Family Office Executive
Modi Family Office

Sebastian Jano

Investment Portfolio Consultant
Himan Brown Charitable Trust
5:15 PM
Networking Reception
6:15 PM
Day One Concludes
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