| 7:00 AM - 7:55 AM |
Registration |
| MORNING SESSIONS ( West Lounge-1st Floor) |
| 7:55 AM - 8:00 AM |
Welcome Remarks |
Nicolas Bornozis, President - Capital Link, Inc. |
| OPENING ADDRESS |
| 8:00 AM - 8:25 AM |
“The State of the MLP Sector 2014”
Kyri Loupis
Managing Director of Head of Energy & Infrastructure Team - Goldman Sachs Asset Management |
| INDUSTRY PANELS |
MLP PRESENTATIONS
(Library 2nd Floor) |
| 8:25 AM – 9:00 AM |
Tax, Legislation & Regulatory Panel
MLP Sector Update: Tax Legislative, Administrative and Market Developments |
Moderator:
Mike Bresson, Head of MLP Tax Practice - Baker Botts L.L.P.
Panelists:
- Robert Baldwin, MLP Lead - PricewaterhouseCoopers LLP
- Mary S. Lyman, Executive Director - National Association of Publicly Traded Partnerships
|
8:30 AM - 9:00 AM
Mark Stockard, VP, Investor Relations - Crestwood Midstream Partners (NYSE:CMLP)
|
| SPANNING THE ENERGY VALUE CHAIN – Sector Panels |
MLP PRESENTATIONS |
| 9:00 AM - 9:45 AM |
Upstream Panel- Exploration & Production
Developments, Trends & Sector Outlook |
Moderator:
Michael Peterson, Managing Director, Energy Research - MLV & Co.
Panelists:
- Richard Robert, EVP & CFO - Vanguard Natural Resources, LLC (NASDAQ:VNR)
- Jeff Olmstead, President & CFO - Mid-Con Energy Partners L.P. (NASDAQ:MCEP)
- Jim Jackson, CFO. - BreitBurn Energy Partners L.P. (NASDAQ:BBEP)
- John Campbell, President and COO - QR Energy (NYSE:QRE)
- Sean McGrath, CFO - Atlas Resource Partners (NYSE:ARP)
|
9:00 AM - 9:30 AM
Mark Maki, President - Enbridge Energy Partners LP (NYSE: EEP)
|
| 9:45 AM - 10:20 AM |
Mid-Stream Panel - Gathering, Processing, Transportation & Storage (natural gas, natural gas liquids (NGLs) crude oil, refined products)
Developments, Trends & Sector Outlook |
Moderator:
Eduardo Seda, V.P. Senior Energy Analyst - Ladenburg Thalmann & Co.
Panelists:
- Mark Stockard, VP, Investor Relations - Crestwood Midstream Partners (NYSE:CMLP)
- Mark Maki, President - Enbridge Energy Partners LP (NYSE: EEP)
- Roy Lamoreaux, Director Investor Relations - Plains All American Pipelines L.P.(NYSE: PAA)
- Yves C. Siegel, Managing Director, Portfolio Manager, The Rachlin Group - Neuberger Berman LLC
|
9:30 AM - 10:00 AM
“The Next Generation of MLP ETFs”
Darren Schuringa, Managing Partner - Yorkville Capital Management (NYSE: YMLP; NYSE: YMLI)
|
| 10:20 AM - 10:55 AM |
NGL/LNG/LPG Panel
Developments, Trends & Sector Outlook |
Moderator:
Matthew Phillips, Midstream Energy/MLP Equity Research Analyst - Clarkson Capital Markets (CCM)
Panelists:
- Roy Lamoreaux, Director Investor Relations - Plains All American Pipelines L.P.
- Greg Haas, Director of Research, Integrated Oil & Gas - Hart Energy Research
|
10:00 AM – 10:30 AM
Stratos Desypris , CFO - Navios Maritime Partners (NYSE: NMM)
Fred Gordon, VP, Corporate Affairs - Navios Maritime Partners (NYSE: NMM)
|
| 10:55 AM - 11:30 AM |
Marine Transportation Panel
Developments, Trends & Sector Outlook |
Moderator:
Michael Webber, Senior Equity Analyst, Director - Wells Fargo Securities
Panelists:
|
10:30 AM - 11:00 AM
Jeff Olmstead, President & CFO - Mid-Con Energy Partners L.P. (NASDAQ:MCEP)
11:00 AM - 11:30 AM
John Campbell, President & COO - QR Energy (NYSE:QRE)
|
| INDUSTRY PANELS |
MLP PRESENTATIONS |
| 11:30 AM – 12:05 PM |
MLP Closed End Funds & ETFs Panel
The Investor Perspective |
Moderator:
Robert A. Prado, Director - PricewaterhouseCoopers LLP
Panelists:
- Doug Bond, Portfolio Manager - Cohen & Steers
- Kyri Loupis, Managing Director of Head of Energy & Infrastructure Team - Goldman Sachs Asset Management
- Darren Schuringa, Managing Partner - Yorkville Capital Management (NYSE: YMLP; NYSE: YMLI)
- Michelle Kelly, Managing Director - Tortoise Capital Advisors (NYSE:TYG),(NYSE:TYY),(NYSE:TYN), (NYSE: TPZ),(NYSE:TTP),(NYSE:NDP),(NYSE:NTG)
|
11:30 AM - 12:00 PM
Roy Lamoreaux, Director, Investor Relations - Plains All American Pipelines L.P. (NYSE: PAA) |
| 12:05 PM – 12:40 PM |
Raising Capital for MLPs Panel |
Moderator:
Daniel Rodgers, Partner - Watson Farley & Williams
Panelists:
- Nicholas Stillman, Managing Director - Clarkson Capital Markets (CCM)
- Seth Appel, Managing Director Investment Banking Group - MLV & Co.
- Stephen Pang, Director Equity Capital Markets Group – Credit Suisse
|
12:00 PM - 12:30 PM
Richard Robert, EVP & CFO - Vanguard Natural Resources, LLC (NASDAQ:VNR) |
| 12:40 PM – 1:00 PM |
|
12:30 PM - 1:00 PM
Jim Jackson, CFO - BreitBurn Energy Partners L.P. (NASDAQ:BBEP)
|
| KEYNOTE ADDRESS |
| 1:00 PM – 1:30 PM |
Daniel Spears
Partner & Portfolio Manager - Swank Capital
President - The Cushing Funds
|
| 1:30 PM – 2:30 PM |
NETWORKING LUNCH |
| AFTERNOON SESSIONS (James Room 2nd Floor) |
| 2:45 PM - 3:20 PM |
MLP Rating Agency Panel
Financial & Debt Management Best Practices for the MLP Structure |
Moderator:
Gavin Worthy, Vice President, Sales Operations & Business Development - Swank Capital, LLC
Panelists:
- Peter Molica, Director, Corporate Ratings - Midstream, Pipelines and MLPs- Fitch Ratings
- Stuart D. Miller, VP and Senior Credit Officer - Moody’s
- William Ferara, Director, Utilities & Infrastructure - Standard & Poor's
|
| 3:25 PM – 4:00 PM |
Analyst Panel
Analyst Perspective |
Moderator:
Ganesh Jois, VP, Investment Management Division - Goldman Sachs Asset Management
Panelists:
- Matthew Phillips, Midstream Energy/MLP Equity Research Analyst - Clarkson Capital Markets (CCM)
- Michael Peterson, Managing Director Senior Equity Analyst - MLV & Co.
- Eduardo Seda, V.P. Senior Energy Analyst - Ladenburg Thalmann & Co.
- Hinds Howard, Vice President - CBRE Clarion Securities
|
| 4:00 PM – 5:00 PM |
COCKTAIL RECEPTION (Governor’s Room 2nd Floor) |
