* Capital Link Forum - 2nd Annual Master Limited Partnership Investing Forum

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2014 Forum

This Forum has been approved by the CFP Board for 8.50 CFP Credits and by IMCA for 9.00 CIMA/CPWA Credits

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7:00 AM - 7:55 AM	REGISTRATION
MORNING SESSION
WEST LOUNGE – 1^ST FLOOR			LIBRARY – 2^ND FLOOR
7:55 AM - 8:00 AM	Welcome Remarks	Nicolas Bornozis, President - Capital Link, Inc.
OPENING KEYNOTE ADDRESS
8:00 AM - 8:20 AM	“The State of the MLP Sector 2015”	Jim Baker, Executive Vice President, Publicly Traded Funds; Senior Managing Director - Kayne Anderson Capital Advisors, LP
INDUSTRY PANELS			LIBRARY - 2^ND FLOOR MLP PRESENTATIONS
8:25 AM - 9:00 AM	Tax/Legislation / Regulatory Panel Legal & Regulatory Developments	Moderator: Edward Horton, Partner - Seward & Kissel LLP Panelists: Timothy Urban, Washington Council - EY Mary S. Lyman, Executive Director - National Association of Publicly Traded Partnerships Paul Blank, Managing Director, Strategy/Public Affairs - Kayne Anderson Capital Advisors, LP Gregory M. Bopp, Partner - Bracewell & Giuliani LLP	SEE SCHEDULE BELOW
SPANNING THE ENERGY VALUE CHAIN – Sector Panels			MLP PRESENTATIONS
9:00 AM - 9:40 AM	Upstream Panel- Exploration & Production Developments, Trends & Sector Outlook	Moderator: Nathan Judge, Managing Director, MLPs & Energy Infrastructure - Janney Montgomery Scott Panelists: Richard Robert, EVP & CFO -Vanguard Natural Resources LLC (NASDAQ:VNR) Robert L. Stillwell, Jr., VP & CFO - Memorial Production Partners LP (NASDAQ: MEMP) Michael Peterson, Vice President & CFO - Mid-Con Energy Partners LP (NASDAQ: MCEP) Clay P. Jeansonne, Vice President – Investor & Public Relations - LINN Energy LLC (NASDAQ:LINE) Daniel Spears, Partner & Portfolio Manager – Cushing Asset Management	SEE SCHEDULE BELOW
9:40 AM - 10:20 AM	Midstream Panel - Gathering & Processing Developments, Trends & Sector Outlook	Moderator: Bernie Colson, Managing Director - Oppenheimer & Co. Inc. Panelists: David M. Khani, CFO - CONE Midstream Partners LP (NYSE: CNNX) Ryan Smith, Director of IR - Plains All American Pipelines L.P. (NYSE: PAA) Tim A. Knox, President - CSI Compressco LP (NASDAQ: CCLP) Mandy Bush, CFO – Marlin Midstream Partners LP (NASDAQ:FISH) Jay Hatfield, President – Infrastructure Capital Advisors; Portfolio Manager –InfraCap MLP ETF	SEE SCHEDULE BELOW
10:20 AM – 10:45 AM	COFFEE BREAK
10:50 AM – 11:30 AM	Midstream Panel - Pipelines Transportation & Storage Developments, Trends & Sector Outlook	Moderator: Selman Akyol, Managing Director - Stifel Panelists: Randy Crawford, Chief Operating Officer -EQT Midstream Partners LP (NYSE: EQM) Mark A. Maki, President - Enbridge Energy Partners LP (NYSE: EEP) Frederick Boutin, CEO - TransMontaigne Partners LP (NYSE: TLP) Mike Krimbill, CEO – NGL Energy Partners LP (NYSE:NGL) Tyler Rosenlicht, Portfolio Manager - Cohen & Steers	SEE SCHEDULE BELOW
11:30 AM - 12:10 PM	Downstream Panel Developments, Trends & Sector Outlook	Moderator: Ethan Bellamy, Senior Research Analyst - RW Baird Panelists: Joe Topper, CEO - CrossAmerica Partners LP (NYSE: CAPL) Taylor Hudson, Managing Director, IR - Sprague Resources LP (NYSE: SRLP)	SEE SCHEDULE BELOW
12:10 PM - 12:50 PM	LNG & Maritime Panel Developments, Trends & Sector Outlook	Moderator: Matthew Phillips - Clarksons Platou Securities Panelists: Andrew J. Orekar, CEO - GasLog Partners LP (NYSE: GLOP) Tony Lauritzen, CEO - Dynagas LNG Partners LP (NYSE: DLNG) Graham Robjohns, CEO - Golar LNG Partners LP (NASDAQ:GMLP) & Seadrill Partners LLC (NYSE:SDLP) Richard Tyrrell, CEO & CFO – Hoegh LNG Partners LP (NYSE:HMLP) Tyler Rosenlicht, Portfolio Manager – Cohen & Steers	SEE SCHEDULE BELOW
LUNCHEON KEYNOTE ADDRESS
1:00 PM – 2:30 PM	KEYNOTE ADDRESS Kyri Loupis, Managing Director of Head of Energy & Infrastructure Team – Goldman Sachs Asset Management
AFTERNOON SESSION			MLP PRESENTATIONS
2:45 PM – 3:45 PM	MLP Closed End Funds & ETFs Panel The Investor Perspective	Moderator: Gary J. Wolfe, Partner – Seward & Kissel LLP Panelists: Doug Bond, Portfolio Manager- Cohen & Steers Matthew Cooper, Vice President, Portfolio Manager - Goldman Sachs Asset Management Jim Baker, Executive Vice President, Publicly Traded Funds; Senior Managing Director - Kayne Anderson Capital Advisors, LP Daniel Spears, Partner & Portfolio Manager – Cushing Asset Management Matt Sallee, Managing Director and Portfolio Manager - Tortoise Capital Advisors Jay Hatfield – President - Infrastructure Capital Advisors, Portfolio Manager - InfraCap MLP ETF	SEE SCHEDULE BELOW
3:45 PM – 4:05 PM	Real Property Infrastructure MLPs	Moderator: Michael Gyure, Senior Analyst – Janney Montgomery Scott Panelists: George Doyle, CFO - Landmark Infrastructure (NASDAQ:LMRK) Timothy Yost, CFO - StoneMor Partners (NYSE:STON)	SEE SCHEDULE BELOW
4:05 PM – 4:45 PM	Oilfield Services Developments, Trends & Sector Outlook	Moderator: Ethan Bellamy, Senior Research Analyst - RW Baird Panelists: Peter C. Boylan III, Co-founder, President & CEO - Cypress Energy Partners LP (NYSE: CELP) Robert Rasmus, Co-CEO - Hi-Crush Proppants LLC (NYSE: HCLP) Rick Shearer, President & CEO - Emerge Energy Services LP (NYSE: EMES) Kristian Kos, Chairman & CEO - New Source Energy Partners LP (NYSE: NSLP)	SEE SCHEDULE BELOW
4:45 PM – 5:35 PM	Raising Capital for MLPs Capital Markets & Bank Financing	Moderator: Greg Matlock, Partner/Principal - EY Panelists: Joseph Culley, Co-Head of Investment Banking - Janney Montgomery Scott James Georgiow, Managing Director – Stifel Frank Murphy, Managing Director, Co-Head of Energy Group – RW Baird Nicholas Stillman, - Clarksons Platou Securities Charles H. Still, Jr., Partner - Bracewell & Giuliani LLP	SEE SCHEDULE BELOW
5:35 PM – 6:15 PM	Analyst Panel Analyst Perspective	Moderator: Matt Sallee, Managing Director and Portfolio Manager - Tortoise Capital Advisors Panelists: Selman Akyol, Managing Director - Stifel Ethan Bellamy, Senior Research Analyst - RW Baird Bernie Colson, Managing Director - Oppenheimer & Co. Inc. Nathan Judge, Managing Director, MLPs & Energy Infrastructure - Janney Montgomery Scott Matthew Phillips, - Clarksons Platou Securities	SEE SCHEDULE BELOW
6:15 PM – 7:00 PM	COCKTAIL RECEPTION

SEE BELOW FOR MLP PRESENTATION AGENDA

MLP PRESENTATIONS Library – 2^nd Floor
MIDSTREAM – GATHERING & PROCESSING Introduced by: Bernie Colson, Managing Director – Oppenheimer & Co. Inc.
8:55 AM – 9:10 AM	David M. Khani, CFO - CONE Midstream Partners LP (NYSE:CNNX)
9:10 AM – 9:25 AM	Tim A. Knox, President - CSI Compressco LP (NASDAQ:CCLP)
MIDSTREAM – PIPELINES TRANSPORTATION & STORAGE Introduced by: Selman Akyol, Managing Director - Stifel
9:25 AM – 9:40 AM	Mark A. Maki, President - Enbridge Energy Partners LP (NYSE:EEP)
9:40 AM – 9:55 AM	Frederick Boutin, CEO and Robert Fuller, CFO - TransMontaigne Partners LP (NYSE:TLP)
9:55 AM – 10:10 AM	UPSTREAM – EXPLORATION & PRODUCTION
9:55 AM – 10:10 AM	Richard Robert, EVP & CFO - Vanguard Natural Resources LLC (NASDAQ:VNR)
10:10 AM – 10:25 AM	Mike Krimbill, CEO - NGL Energy Partners LP (NYSE:NGL)
DOWNSTREAM Introduced by: Ethan Bellamy, Senior Research Analyst – RW Baird
10:40 AM – 10:55 AM	Joe Topper, CEO - CrossAmerica Partners LP (NYSE:CAPL)
10:55 AM – 11:10 AM	Taylor Hudson, Managing Director, IR - Sprague Resources LP (NYSE:SRLP)
UPSTREAM – EXPLORATION & PRODUCTION Introduced by: Nathan Judge, Managing Director, MLPs & Energy Infrastructure – Janney Montgomery Scott
11:10 AM – 11:25 AM	Eric D. Mullins, Co-Chief Executive Officer and Chairman - LRR Energy LP (NYSE:LRE)
11:25 AM – 11:40 AM	William Scarff, President - Memorial Production Partners LP (NASDAQ:MEMP)
11:40 AM – 11:55 AM	Michael Peterson, Vice President & CFO - Mid-Con Energy Partners LP (NASDAQ:MCEP)
11:55 AM – 12:10 AM	Clay P. Jeansonne, Vice President – Investor & Public Relations - LINN Energy LP (NASDAQ:LINE)
REAL PROPERTY INFRASTRUCTURE MLPS Introduced by: Michael Gyure, Senior Analyst – Janney Montgomery Scott
12:10 PM – 12:25 PM	Tim Brazy, CEO - Landmark Infrastructure (NASDAQ:LMRK)
1:00 PM – 2:40 PM	LUNCH
MARINE TRANSPORTATION Introduced by: Matthew Phillips – Clarksons Platou Securities
3:45 PM – 4:00 PM	Stratos Desypris, CFO - Navios Maritime Partners (NYSE:NMM)
4:00 PM – 4:15 PM	Eri Tsironi, CFO - Navios Midstream Partners (NYSE:NAP)
4:15 PM – 4:30 PM	Tony Lauritzen, CEO - Dynagas LNG Partners LP (NYSE:DLNG)
4:30 PM – 4:45 PM	Graham Robjohns, CEO - Golar LNG Partners LP (NASDAQ:GMLP) & Seadrill Partners LLC (NYSE:SDLP)
OILFIELD SERVICES Introduced by: Ethan Bellamy, Senior Research Analyst – RW Baird
5:00 PM – 5:15 PM	Rick Shearer, President & CEO - Emerge Energy Services LP (NYSE:EMES)
5:15 PM – 5:30 PM	Peter C. Boylan III, Co-founder, President & CEO and Les Austin, Vice President & CFO - Cypress Energy Partners LP (NYSE:CELP)

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