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| This Forum has been approved by the CFP Board and IMCA for 8 CFP/CIMA/CPWA CE Credits. |
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| 7:00 AM – 7:55 AM |
REGISTRATION |
| MORNING SESSION |
| WEST LOUNGE – 1ST FLOOR |
LIBRARY – 2ND FLOOR |
| 7:55 AM – 8:00 AM |
Welcome Remarks |
Nicolas Bornozis, President and CEO – Capital Link, Inc. |
| OPENING KEYNOTE ADDRESS |
| 8:00 AM – 8:20 AM |
“The State of the MLP Sector 2016” |
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Brian Kessens
Managing Director and Portfolio Manager
Tortoise Capital Advisors |
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| INDUSTRY PANELS |
MLP PRESENTATIONS |
| 8:25 AM – 9:00 AM |
Tax/Legislation/ Regulatory Panel
Legal & Regulatory Developments |
Moderator:
Mike Bresson, Partner – Baker Botts, LLP
Panelists:
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SEE SCHEDULE BELOW |
| SPANNING THE ENERGY VALUE CHAIN – Sector Panels |
MLP PRESENTATIONS |
| 9:00 AM – 9:40 AM |
Midstream Panel – Gathering & Processing
Developments, Trends & Sector Outlook |
Moderator:
Ethan Bellamy, Senior Research Analyst – RW Baird
Panelists:
- John Lewis, Chairman of the Board and CEO – CONE Midstream Partners LP (NYSE:CNNX)
- Tim A. Knox, President & Director – CSI Compressco LP (NASDAQ:CCLP)
- Gerry Willinger, CEO - Sanchez Production Partners LP (NYSE MKT:SPP)
- Peter C. Boylan III, Chairman of the Board, President & CEO – Cypress Energy Partners, L.P. (NYSE:CELP)
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SEE SCHEDULE BELOW |
| 9:40 AM – 10:20 AM |
Midstream Panel – Pipelines Transportation & Storage
Developments, Trends & Sector Outlook |
Moderator:
Selman Akyol, Managing Director – Stifel
Panelists:
- Bruce L. Connery, VP, Investor Relations – Columbia Pipeline Partners LP (NYSE:CPPL)
- Randy Crawford, Chief Operating Officer - EQT Midstream Partners LP (NYSE:EQM)
- Frederick Boutin, CEO - TransMontaigne Partners LP (NYSE: TLP)
- Ryan Smith, Director of IR – Plains All American Pipeline L.P. (NYSE:PAA)
- Jay Hatfield, Co-founder and President – Infrastructure Capital Advisors; Portfolio Manager – InfraCap MLP ETF (NYSE:AMZA)
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SEE SCHEDULE BELOW |
| 10:20 AM – 10:45 AM |
COFFEE BREAK |
| 10:50 AM – 11:30AM |
Real Property Infrastructure MLPs
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Moderator:
Jeffrey F. Rogatz, Managing Director, Real Estate Investment Banking – RW Baird
Panelists:
- George Doyle, CFO and Treasurer - Landmark Dividend LLC (NASDAQ:LMRK)
- Jeff Fulmer, Senior Vice President - CorEnergy Infrastructure Trust, Inc. (NYSE: CORR)
- Sean McGrath, CFO – StoneMor Partners LP (NYSE:STON)
- Bob Hellman, Managing Director & CEO – American Infrastructure MLP Funds
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SEE SCHEDULE BELOW |
| 11:30 AM – 12:10 PM |
LNG & Maritime Panel
Developments, Trends & Sector Outlook |
Moderator:
Ben Nolan, CFA, Director - Stifel
Panelists:
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SEE SCHEDULE BELOW |
| 12:10 PM – 12:50 PM |
The Private Equity Perspective on Energy Infrastructure |
Moderator:
Ethan Bellamy, Senior Research Analyst – RW Baird
Panelists:
- Shawn Radtke, , Chief Financial Officer – 3Bear Energy, LLC
- Adam Bedard, Co-Founder, Member of the Board of Directors – ARB Midstream
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SEE SCHEDULE BELOW |
| LUNCHEON KEYNOTE ADDRESS |
| 1:00 PM – 2:30 PM |
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KEYNOTE ADDRESS
"Where We Are in the Energy Cycle"
Christopher Smith
Assistant Secretary for Fossil Energy
US Department of Energy |
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| AFTERNOON SESSION |
MLP PRESENTATIONS |
| 2:45 PM – 3:35 PM |
Institutional Investor Panel
The Investor Perspective
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Moderator:
William J. Cooper, Partner – Andrews Kurth LLP
Panelists:
- Jay Hatfield –Co-founder and President – Infrastructure Capital Advisors, Portfolio Manager – InfraCap MLP ETF
- J. Parker Roy, Senior Managing Director, Head of Business Development – Cushing Asset Management (NYSE:SRV)
- Brian Sulley, Vice President - Tortoise Capital Advisors
- Matthew Cooper, Portfolio Manager, Energy and Infrastructure Team - Goldman Sachs Asset Management
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SEE SCHEDULE BELOW |
| 3:35 PM – 4:15 PM |
Raising Capital for MLPs Capital Markets & Bank Financing |
Moderator:
Mitra E. Gaemmaghami, Transaction Tax (M&A) Advisory Manager - EY
Panelists:
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SEE SCHEDULE BELOW |
| 4:15 PM – 4:55 PM |
Analyst Panel
Analyst Perspective |
Moderator:
Keith McRedmond, Vice President, Alternative Investment Solutions Group - Closed End Funds – Goldman Sachs Asset Management
Panelists:
- Selman Akyol, Managing Director – Stifel
- Ethan Bellamy, Senior Research Analyst – RW Baird
- Shneur Gershuni, CFA, Executive Director, Equity Research MLPs and Natural Gas – UBS
- Faisel Khan , Managing Director – Citigroup Inc.
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SEE SCHEDULE BELOW |
| 5:00 PM – 6:00 PM |
COCKTAIL RECEPTION |
SEE BELOW FOR MLP PRESENTATION AGENDA
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| MLP PRESENTATIONS Library – 2nd Floor |
| MIDSTREAM – PIPELINES TRANSPORTATION & STORAGE |
| 9:00 AM – 9:15 AM |
Bruce L. Connery, VP, Investor Relations – Columbia Pipeline Partners LP (NYSE:CPPL) |
| 9:15 AM – 9:30 AM |
Frederick Boutin, CEO and Robert Fuller, CFO - TransMontaigne Partners LP (NYSE:TLP) |
| MARINE TRANSPORTATION Introduced by: TBD |
| 9:30 AM – 9:45 AM |
Graham Robjohns, CEO - Golar LNG Partners LP (NASDAQ:GMLP) |
| PRIVATE EQUITY |
| 9:45 AM – 10:00 AM |
Adam Bedard, Chief Executive Officer - ARB Midstream |
| UPSTREAM – MINERAL AND ROYALTY |
| 10:00 AM – 10:15 AM |
Brock Morris, Senior Vice President, Engineering and Geology - Black Stone Mineral Partners LP (NYSE:BSM) |
| 10:20 AM – 10:45 AM |
COFFEE BREAK |
| MIDSTREAM – GATHERING & PROCESSING Introduced by: TBD |
| 10:50 AM – 11:05 AM |
John Lewis, Chairman of the Board & CEO - CONE Midstream Partners LP (NYSE:CNNX) |
| 11:05 AM – 11:20 AM |
Tim A. Knox, President & Director - CSI Compressco LP (NASDAQ:CCLP) |
| COAL RESOURCES |
| 11:20 AM – 11:35 AM |
Lori Ritter, CFO and Chief Accounting Officer – CNX Coal Resources LP (NYSE:CNXC) |
| OILFIELD SERVICES Introduced by: TBD |
| 11:35 AM – 11:50 AM |
Peter C. Boylan III, Chairman of the Board, President & CEO - Cypress Energy Partners L.P. (NYSE:CELP) |
| DOWNSTREAM Introduced by: TBD |
| 11:50 AM – 12:05 PM |
Jeremy Bergeron, President - CrossAmerica Partners LP (NYSE:CAPL) |
| 12:05 PM – 12:20 PM |
Taylor Hudson, Managing Director, IR – Sprague Resources LP (NYSE:SRLP) |
| REAL PROPERTY INFRASTRUCTURE Introduced by: TBD |
| 12:20 PM – 12:35 PM |
Tim Brazy, CEO - Landmark Dividend LLC (NASDAQ:LMRK) |
| 12:35 PM – 12:50 PM |
Jeff Fulmer, Senior Vice President - CorEnergy Infrastructure Trust, Inc. (NYSE: CORR) |
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