Keynote Panel: Real Assets in the Institutional Portfolio GPs discuss the vast opportunities in real assets beyond energy.

- Ejnar Knudsen, AGR Partners- Cathleen Ellsworth, BlackRock- Gabe Santos, Homestead Capital

Interview: Texas Teachers Talk Real Assets An in-depth interview with one of the largest backers of private capital real asset and natural resources investments in the nation

- Carolyn Hansard, Teacher Retirement System of Texas- MODERATOR: Joncarlo Mark, Upwelling Capital

Opening Cocktail Reception

4:00-4:45 PM

4:45-5:15 PM

5:15-7:00 PM

DAY ONETuesday, Dec. 3

DAY TWOWednesday, Dec. 4

Agenda

9:10-9:15 AM

9:15-10:00 AM

Opening Remarks - Tandra Jackson, KPMG | David Snow, Privcap Media

Keynote Panel Discussion: The Permian Basin Needs InfrastructureWhat is the right investment strategy in the most important play in the world?

- Patrick McWilliams, NGP- David Capobianco, Five Point Energy- Arthur Budge, Five States Energy Co.- Charlie Leykum, CSL Capital Management

www.energygamechange.comCONTINUES ON NEXT PAGE

DEC 3-4, 2019THE HOUSTONIAN HOTELHOUSTON, TX

Please join us at the definitive conference for the private capital opportunity in energy

10:00-10:25 AM

10:25-11:10 AM

11:10-11:40 AM

11:40-12:40 PM

12:45-1:45 PM

Fireside Chat: The Future of Electric VehiclesA discussion with the head of an innovative company that helps vehicles charge wirelessly

- Andy Daga, Momentum Dynamics

Panel Discussion: Exits & Investing Amid UncertaintyIf volatility is the norm, how can the best private equity investors create assets that can find a buyer?

- Dash Lane, KKR- Bob Gold, Ridgewood Energy- Dan Pickering, Pickering Energy Partners

Morning Networking Break

Morning Breakout SessionsEach breakout session happens twice, allowing delegates to attend two Breakout A: What’s the Market for Deal Terms?

- Chuck Yates, Kayne Anderson- Brad Thielemann, EnCap Investments- Brittany Sakowitz, Vinson & Elkins

Breakout B: State of the Energy Fundraising Market- Gary Sernovitz, Lime Rock Partners- Lindsay Grider, Tailwater Capital- Ivana Rouse, Latham & Watkins

Breakout C: Investing in Tech-Enabled Energy Production- Bethany Gorham, Energy Impact Partners- Espen Strøm, EV Private Equity- Hassam Elbadaswy, SCF Partners

Lunch

Lunchtime Fireside Chat: A Transforming World, a Transforming Energy BusinessA conversation with a leading expert on geopolitical forces and how they impact global energy and natural resources

- Robert Johnston, Eurasia Group- Regina Mayor, KPMG

Afternoon Networking Break

Afternoon Breakout SessionsEach breakout session happens twice, allowing delegates to attend twoBreakout A: Investing in Mineral and Royalty Companies

- Robert Le, Siltstone Capital- Cay Freihofer, Ridgemont Equity Partners- Clay Rynd, KKR- Jon Platt, Baker Botts

Breakout B: Changing Upstream Economics- Adam Waterous, Waterous & Co.- Stuart Rexrode, BlueRock Energy Partners- Mike Harling, KPMG

Breakout C: From Chicken Sh*t to Methane: Investing in Bio-Fuels and Other Esoteric Assets

- Dana Sands, Energy Infrastructure Partners- Scott Stepenoff, Green Gas Partners- Damon Yuzon, Equilibrium

Panel Discussion: Making Real Money with Renewable InvestingMany argue that a ‘great transition’ from oil and gas to renewables is under way. What is the right way for institutional investors to participate?

- Rick Tallman, Renova Capital- Neil Auerbach, Hudson Sustainable Investments- Matt DeNichilo, Energy Capital Partners- Shawn Cumberland, EnCap Investments- MODERATOR: Grant Davis, Infra-Energy Capital Advisors

Closing Cocktails & Hors D’oeuvres

1:15-1:45 PM

1:45-2:15 PM

2:20-3:20 PM

3:25-4:05 PM

4:05-5:15 PM

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