7:50am – 8:50am

Breakfast

8:50am – 9:00am

Opening Remarks

9:00am – 9:30am

“Global Energy Investment: Market Trends, Characteristics and the Changing Opportunities for the Industry”  

• The current deal environment, characteristics of deals and the FRC approach
• “Not wasting a good downturn” – value through investment cycles
• Approaches to Global Energy Investment

Chris Ortega
Director
First Reserve 

Interviewed by:

Jason Kelly
Writer
Bloomberg News

9:35am – 10:15am

Panel Discussion

“The Current State of the Deal Environment”

Session topics include but are not limited to:

• How has the economy affected your energy investments? Have the sectors/technology you invest in changed over the past 12 months?
• Discussion on the current state of debt and equity financing of energy projects? Have you noticed a difference in the availability of financing for traditional energy projects (oil & gas, LNG, etc.) vs. alternative energy projects (solar, wind, nuclear, etc.)?
• How do you evaluate the value and risk of your investment? Energy investments have variables that are specific to the industry. What are those variables? How do they affect your calculation of risk?

Moderator:
John McConomy
Partner, US Leader, Transaction Services Power and Utility Industry
PricewaterhouseCoopers

Panelists:
Richard Bates
Vice President – Mergers and Acquisitions
Duke Energy

Christopher Manning
Partner
Trilantic Capital Partners

Rob McCeney
Partner, Transaction Services
PricewaterhouseCoopers

J. Andrew Murphy
Executive Vice President and Regional President, Northeast
NRG Energy Inc.

10:20am – 11:00am

“Transmission for Our Energy Future”

"It is clear that our energy future will be different than the past, so why do we continue to live in the past? To enable our energy future and modernize an aging grid, our nation must have clear energy policy direction, including a visionary transmission plan, broad cost allocation for interstate transmission, and federal leadership to site interstate transmission. Transmission enables our energy future, especially renewables. If you love renewables, you must at least like transmission."

Michael Heyeck
Senior Vice President- Transmission
American Electric Power

11:00am – 11:25am

Coffee Break

11:25am – 11:30am

Introducing John Moon:

Lauren Heft

Senior Executive Northeast Region- M&A and Private Equity

Intralinks

11:30am – 12:00pm

"Private Equity Investing in Oil & Gas"

Session topics include but are not limited to:

• Why energy private equity, which has traditionally invested in producing properties, is interested in investing in the exploration-oriented Marcellus shale play.
• The implications for Shell Oil's bid for East Resources for other private-equity-backed Marcellus E&Ps' market value.
• Current Gulf of Mexico E&P investment valuation metrics.
• The potential for resumption of crossborder (U.S./Canada) E&P asset acquisitions and mergers.
• The potential for continued major oil companies' investments in North American shale plays.

John Moon
Managing Director
Morgan Stanley Private Equity

Interviewed by:
Nissa Darbonne
Editor at Large
Hart Energy Publishing LP

12:05pm – 12:45pm

Panel Discussion

“Investment in Energy Abroad”

Session topics include but are not limited to:

• As developing countries mature, they will require extensive energy development and investment. Thoughts on energy investment abroad?
• Best practices for investing in energy internationally- what you need to know before putting time and money into international investments
• Risk v. value of investing in energy internationally? What types of investments have the most risk? What do you think have the least? What types do you predict to have the most ROI?

Moderator:

Jessica Resnick-Ault 
Energy Reporter 
Bloomberg News

Panelists:
William G. Gilliland
Partner
Fraser Milner Casgrain LLP

Craig Jarchow 
Managing Director 
Pine Brook Road Partners, LLC

Scott Mackin
Partner
Denham Capital

John Stinebaugh
Managing Partner
Brookfield Asset Management Inc.

12:45pm – 1:45pm

Lunch

1:45pm – 2:35pm

Panel Discussion

"Opportunities for Investment in Renewable Energy"

Session topics include but are not limited to:

• Given new and pending energy legislation, incorporation of alternative energy into your portfolio cannot be avoided. How will this new legislation affect your portfolio?
• In what areas of clean energy do you see the most value and ROI? Wind, solar, nuclear, etc.?
• What investment opportunities are presented by the increasing participation of big energy companies?
• How are policy initiatives for the financing of renewable energy projects changing? Will these changes affect your investment strategy? How?

Moderator:

Evan Lehmann
Reporter
ClimateWire

Panelists:
J. David Bickham, Jr. 
Partner 
K&L Gates

Geoff Broglio
Vice President
Hudson Clean Energy Partners

Brett A. Challenger 
Managing Director and Division Manager - Energy Services Group 
CoBank, ACB

Michael J. Donnelly
Managing Director
GE Equity

Olav Junttila
Partner
Greentech Capital Advisors

2:40pm – 3:20pm

Panel Discussion

"State of the Industry Discussion"

Session topics include but are not limited to:

• State of the overall energy industry- new developments, areas of interest and areas of investment
• What organizational changes will you need to implement to prepare for new developments?
• What types of new financing and investment will be necessary to fund these changes?
• Regulation: views on proposed energy trading regulations Predictions on the future of the energy industry in the US

Moderator:
Kenneth L. Stephens, CPA
Principal
Rothstein Kass

Panelists:
Lawrence S. Coben 
Member of the Board of Directors, NRG Energy
and
Chief Executive Officer, Tremisis Energy LLC

Donald Gerne
Vice President
GCP Capital Partners

Jeff D. Hunter
Executive Vice President & Chief Financial Officer
US Power Generating Company

Kevin Kuykendall 
Managing Director
American Capital Energy

3:20pm – 3:50pm

Coffee Break

3:50pm – 4:20pm

“Private Equity Investing in the Canadian Energy Industry: Opportunities and Challenges”

Kevin Brown
Chief Executive Officer and Director
ARC Financial Corp

4:25pm – 4:55pm

”The View From Downstream: Deal Opportunities in the Storage and Supply Sector.”

Thomas J. Hollister
Chief Operating Officer and Chief Financial Officer
Global Partners LP

Interviewed by:

Mark Lvoff
Managing Director
Crédit Agricole Corporate and Investment Bank

4:55pm – 5:00pm

Closing Remarks

5:00pm – 6:00pm

Closing Reception