Private Capital Conference

PCC Agenda

8:40 AM – 8:50 AM: Welcome to PCC

Joaquin Anderson, IPAA Capital Markets Committee Chair, Managing Director – Structured Products, BP Energy Company

Callie Hamilton, PCC Conference Chair, Managing Director, PGIM Private Capital

8:55 AM- 9:45 AM: The Dealmakers’ Perspective: Lessons from Successful M&A Transactions, Sponsored by Kirkland & Ellis LLP

Join corporate executives and industry leaders that are actively getting deals across the finish line. They will share insights on today’s M&A environment, what’s working (and what’s not) and the key lessons learned from recent transactions in the oil and gas sector.

Moderator: Adam Larson, Partner, Kirkland & Ellis LLP

• Speakers:
  • Joshua Gregg, Chief Financial Officer, Double Eagle Energy Holdings IV LLC
  • Brad Suddarth, Executive Vice President & CFO, Kraken Resources LLC
  • Jake Boos, Partner, TPH&Co
  • P. Hanson, Managing Director, Houlihan Lokey
  • Taylor Mason, Managing Director, Mountain Capital Management

9:50 AM- 10:50 AM: What’s Really Happening in D.C.: Implications for the Energy Sector

This session will cover key policy developments from the Trump Administration and their potential impact on the oil and gas sector, highlighting the regulatory, legislative and political trends that industry stakeholders need to know. Gain insights to help navigate and anticipate changes shaping the energy market.

Introduction by IPAA President & CEO, Edith Naegele

• Fireside Chat with Dan Naatz, COO, IPAA and Tim Tarpley, President, Energy Workforce & Technology Council

10:50 AM- 11:05 AM: Networking Break- Sponsored by FTI Consulting

11:05 AM- 11:55 AM: Securing Capital: Perspectives from Banks and Alternative Lenders, Sponsored by Haynes Boone

Access to capital drives the energy sector, but understanding what lenders are looking for is key. This panel brings together commercial bank lenders and alternative credit providers to share what they see in the market today. Learn how to position deals, what credit trends are emerging, and how to secure financing in the current environment.

Moderator: Ellen Conley, Partner, Haynes Boone

• Speakers:
  • Steve Gudovic, Managing Director, Oaktree Capital
  • Richard Punches, Managing Director, EOC Partners
  • Matt Baker, Managing Director, PGIM Energy Partners
  • Nupur Kumar, Executive Director, Texas Capital
  • Jason Hicks, Managing Director, Oil & Gas Commercial Banking, Wells Fargo Bank, N.A.

11:55 AM- 12:10 PM: Networking Break- Sponsored by FTI Consulting

12:10 PM- 1:40 PM: Lunch and Keynote: Data Centers and Energy: How Big is the Impact? – Sponsored by Baker Botts LLP

Data centers are becoming a major force in energy demand and infrastructure, but what does that mean for the energy sector in general and the upstream oil and gas sector in particular? A leading energy investor expert will explore the intersection of energy and data infrastructure, examining the impact of data centers on the energy complex including projected increased demand for natural gas.  The discussion will consider the evolving energy landscape, and recent government action in the sector.

Introduction by Shad Sumrow, Partner, Baker Botts L.L.P.

• Fireside Chat with Joaquin Anderson, Managing Director – Structured Products, BP Energy Company and Philip Deutch, Partner, NGP Energy

1:40 PM- 1:55 PM: Networking Break- Sponsorship Currently Available

1:55 PM-2:45 PM: Funding Growth: Insight from Equity Providers in Oil & Gas- Sponsored by Akin

Private equity firms and family offices are shaping the future of the energy sector. This panel brings together the decision-makers who are actively deploying capital, sharing how they evaluate opportunities, what strategies are driving deals today, and what trends are emerging in the current energy investment landscape. Gain practical insights for attracting investment and understanding what equity providers are prioritizing.

Moderator: Charlie Ofner, Partner, Akin

• Speakers:
  • Ryan Devlin, Managing Director, EnCap Investments L.P.
  • Douglas Prieto, Chief Executive Officer, Tailwater E&P, LLC
  • Keith Behrens, Managing Director, Head of the Energy Group, Stephens, Inc.
  • Tony Fernandez, Vice President, Hillwood Energy

2:50 PM-3:35 PM: Valuing Upstream: Transaction Insights by Basin- Sponsored by Sidley Austin LLP

What are oil and gas properties really worth in today’s market? In this presentation, an expert walks through recent transactions across key basins, offering evaluation insights and real-world perspectives on pricing and market trends.

Introduction by Stephen M. Boone Jr., Partner, Sidley Austin, LLP

• Presentation by Lindsay Sherrer, Partner, TenOaks Energy Advisors

3:35 PM-3:50 PM: Networking Break- Sponsorship Currently Available

3:50 PM- 4:30 PM: What’s Next: Trends, Sub-Sectors and Capital Opportunities in Energy in 2026- Sponsored By Latham & Watkins LLP

As the energy landscape evolves, staying ahead of emerging trends and capital flows is critical. This roundtable brings together market experts to discuss which sub-sectors are poised for growth, where different forms of capital are flowing and the key opportunities and risks to watch in 2026.

Moderator: Chris Heasley, Partner Latham & Watkins, LLP

• Speakers:
  • Christina Kitchens, Managing Partner, 3P Energy
  • Wes Bender, Managing Director, Jefferies LLC
  • Flynn Milam, Managing Director – Structured Products, BP Energy Company
  • TBD, Merit Advisors