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This Forum has been approved for 8 CFP/CIMA/CPWA CE Credits. |
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7:00 AM – 7:55 AM |
REGISTRATION |
MORNING SESSIONS |
WEST LOUNGE – 1ST FLOOR |
LIBRARY – 2ND FLOOR |
7:55 AM – 8:00 AM |
Welcome Remarks |
Nicolas Bornozis, President – Capital Link, Inc.
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OPENING KEYNOTE ADDRESS |
8:00 AM – 8:20 AM |
“Current State of the Energy Markets” |
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INDUSTRY PANELS |
8:20 AM – 9:00 AM |
Tax/Legislation/ Regulatory Panel Legal & Regulatory Developments |
Moderator: Mike Bresson, Partner – Baker Botts, LLP
Panelists:
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SPANNING THE ENERGY VALUE CHAIN – Sector Panels |
MLP PRESENTATIONS |
9:00 AM – 9:40 AM |
Midstream Panel – MLPs in Texas: Permian and Eagle Ford Developments, Trends & Sector Outlook |
Moderator: Ethan Bellamy, Senior Research Analyst – Baird
Panelists:
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SEE SCHEDULE BELOW |
9:40 AM – 10:20 AM |
Midstream Panel – Rest of the US: Non-Texas Trends Developments, Trends & Sector Outlook |
Moderator: Frank Murphy, Managing Director, Co-Head of Energy Group – Baird
Panelists:
- Tim A. Knox, President & Director – CSI Compressco LP (NASDAQ:CCLP)
- Peter C. Boylan III, Chairman of the Board, President & CEO – Cypress Energy Partners LP (NYSE:CELP)
- Kathryn Walsh, VP Investor Relations & Tax – EnLink Midstream Partners LP (NYSE:ENLK)
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SEE SCHEDULE BELOW |
10:20 AM – 10:45 AM |
NETWORKING COFFEE BREAK |
10:50 AM – 11:30 AM |
The Private Equity Perspective on Energy Infrastructure |
Moderator: Kjell Lundal, Managing Director, Energy Investment Banking – Baird
Panelists:
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SEE SCHEDULE BELOW |
11:30 AM – 12:10 PM |
LNG & Maritime Panel Developments, Trends & Sector Outlook |
Moderator: Lambros Papaeconomou, US Correspondent – Lloyd’s List
Panelists:
- Richard Tyrrell, CEO & CFO – Hoegh LNG Partners LP (NYSE:HMLP)
- Andrew J. Orekar, CEO – GasLog Partners LP (NYSE:GLOP)
- Akif Irfan, Vice President, Energy & Infrastructure Team – Goldman Sachs Asset Management
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SEE SCHEDULE BELOW |
12:10 PM – 12:40 PM |
Energy in 2017: The View from the Fourth Estate |
Moderator: Ethan Bellamy, Senior Research Analyst – Baird
Panelists:
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SEE SCHEDULE BELOW |
AFTERNOON KEYNOTE ADDRESS |
12:40 PM – 1:00 PM |
Oil Market Recovery and the Future Role of US Unconventionals |
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1:00 PM – 2:00 PM |
NETWORKING LUNCHEON BUFFET |
AFTERNOON SESSIONS |
2:15 PM – 2:55 PM |
Institutional Investor Panel The Investor Perspective |
Moderator: Robert A Prado, Managing Director – PricewaterhouseCoopers
Panelists:
- Jay Hatfield, Co-Founder and President – Infrastructure Capital Advisors; Portfolio Manager – InfraCap MLP ETF
- Ed Russell, Senior Managing Director – Tortoise Capital Advisors
- Jeff Jorgensen, Portfolio Manager & Director of Research – Center Coast Capital Advisors, LP
- Matthew Cooper, Portfolio Manager, Energy and Infrastructure Team – Goldman Sachs Asset Management
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2:55 PM – 3:35 PM |
Raising Capital for MLPs Capital Markets & Bank Financing |
Moderator: Jeremy Barnes, Partner – EY
Panelists:
- Frank Murphy, Managing Director, Co-Head of Energy Group – Baird
- Javier Artola, Executive Director – Global Energy Investment Banking – UBS
- William J. Cooper, Partner – Andrews Kurth Kenyon LLP
- Jay Hatfield, Co-Founder and President – Infrastructure Capital Advisors; Portfolio Manager – InfraCap MLP ETF
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3:35 PM – 4:15 PM |
MLP Rating Agency Panel Financial & Debt Management Best Practices for the MLP Structure |
Moderator: Robert A Prado, Managing Director – PricewaterhouseCoopers
Panelists:
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4:15 PM – 5:05 PM |
Analyst Panel Analyst Perspective |
Moderator: Ed Russell, Senior Managing Director – Tortoise Capital Advisors
Panelists:
- Ethan Bellamy, Senior Research Analyst – Baird
- Timm Schneider, Senior Managing Director and Fundamental Research Analyst – Evercore ISI
- Shneur Gershuni, CFA, Executive Director, Equity Research MLPs and Natural Gas Pipelines – UBS
- Kristina Kazarian, Director, MLPs, Midstream, and Natural Gas – Deutsche Bank
- Christopher P. Sighinolfi, CFA, Managing Director, US Equity Research – Natural Gas, Refining, and MLPs – Jefferies LLC
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5:05 PM – 6:00 PM |
NETWORKING COCKTAIL RECEPTION |
SEE BELOW FOR MLP PRESENTATION AGENDA
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MLP PRESENTATIONS Library – 2nd Floor |
DOWNSTREAM |
9:00 AM – 9:15 AM |
Jeremy Bergeron, President – CrossAmerica Partners LP (NYSE:CAPL) Presentation/PDF
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COAL RESOURCES |
9:15 AM – 9:30 AM |
Brian L. Cantrell, Senior VP & Chief Financial Officer – Alliance Resource Partners L.P. (NASDAQ:ARLP) Presentation/PDF
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REAL PROPERTY INFRASTRUCTURE MLPS |
9:30 AM – 9:45 AM |
Tim Brazy, CEO – Landmark Infrastructure Partners LP (NASDAQ:LMRK) Presentation/PDF
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9:45 AM – 10:00 AM |
Jeff Fulmer, Senior Vice President – CorEnergy Infrastructure Trust, Inc. (NYSE:CORR) Presentation/PDF
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PRIVATE EQUITY |
10:00 AM – 10:15 AM |
Adam Bedard, Co-Founder, Member of the Board of Directors – ARB Midstream Presentation/PDF
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MIDSTREAM – GATHERING & PROCESSING |
10:50 AM – 11:05 AM |
Chris Hickman, VP, Investor Relations - Noble Midstream Partners (NYSE:NBLX) Presentation/PDF
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11:05 AM – 11:20 AM |
Eric Kalamaras, CFO – American Midstream Partners (NYSE: AMID) Presentation/PDF
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11:20 AM – 11:35 AM |
Heath Deneke, Chief Operating Officer – Crestwood Equity Partners LP (NYSE:CEQP) Presentation/PDF
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OILFIELD SERVICES |
11:35 AM – 11:50 AM |
Peter C. Boylan III, Chairman of the Board, President & CEO – Cypress Energy Partners LP (NYSE:CELP) Presentation/PDF
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The below list of MLPs are available for 1x1 meetings is below. To set up 1x1 meetings please contact: Anny Zhu at azhu@capitallink.com or tel. +1-212-661-7566.
- Alliance Resource Partners LP (NASDAQ:ARLP)
- American Midstream Partners LP (NYSE:AMID)
- ARB Midstream
- Capital Product Partners LP (NASDAQ:CPLP)
- CorEnergy Infrastructure Trust, Inc. (NYSE:CORR)
- Crestwood Equity Partners LP (NYSE:CEQP)
- CrossAmerica Partners LP (NYSE:CAPL)
- CSI Compressco LP (NASDAQ:CCLP)
- Cypress Energy Partners LP (NYSE:CELP)
- EnLink Midstream Partners LP (NYSE:ENLK)
- GasLog Partners LP (NYSE:GLOP)
- Hoegh LNG Partners LP (NYSE:HMLP)
- Landmark Infrastructure Partners LP (NASDAQ:LMRK)
- Navios Maritime Partners LP (NYSE:NMM)
- Navios Maritime Midstream Partners LP (NYSE:NAP)
- Noble Midstream Partners LP (NYSE:NBLX)
- Sanchez Production Partners LP (NYSEMKT:SPP)
- Summit Midstream Partners LP (NYSE:SMLP)
- Sunoco Logistics Partners LP (NYSE:SXL)
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