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INVESTMENT FOCUS DAY – Monday 1st December 2008
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9.45am | Registration and opening of the World Junior Oil & Gas Congress
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| JUNIOR AND MID-CAP OIL & GAS: HIGH-RISK OR HIGH POTENTIAL? BOOM OR BUST? |
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10.30am | Guest chairman’s opening remarks
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10.40am | SPEED DEBATING: a quick-fire ice-breaking session where attendees debate some of the key industry issues amongst themselves
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11am | Keynote address: analysing recent market trends in small and mid-cap oil and gas
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| | Alec Carstairs, UK Head, Oil and Gas Transaction Advisory Services, Ernst & Young LLP
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11.20am | High risk or high potential – how should the investor perceive the junior and mid-cap energy markets?
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11.40am | Keynote analyst/investor panel: identifying the market’s best performers and best potential
- How do you view the energy sector as a whole – key trends, opportunities and risks?
- Junior vs. Mid-caps vs. Majors – who holds the greatest investment potential and why?
- What are the three most important criteria to use when investing in a small or mid-cap?
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| | Al Stanton, Director, Research Analyst, RBC Capital Markets Mr Peter Nicol, Manaing Director Institutional, Research, Tristone Capital Limited
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12.30pm | Networking lunch followed by two specially designed streams…
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INVESTMENT FOCUS DAY – STREAM A
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| STREAM A – STRATEGIC AND OPERATIONAL INSIGHTS FROM HIGH-POTENTIAL GROWTH COMPANIES |
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1.40pm | CEO-level insights from high-potential growth companies (20 minute presentations in series)
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3.20pm | Afternoon tea and networking
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3.50pm | CEO-level insights from high-potential growth companies (20 minute presentations in series)
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5.30pm | Extended Evening Reception with Special Guest Entertainment
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INVESTMENT FOCUS DAY – STREAM B
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| STREAM B – THE THINK TANK |
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1.40pm | Master-class 1: Sink, survive or succeed? What will your company do?
We invite you to join PricewaterhouseCoopers on December 1st for a special master-class as they provide top tips for identifying, challenging and overcoming the key issues facing oil & gas companies in the current economic market. Their oil & gas specialists (lead by Mid-tier leader Brian Puffer and including partners from all areas of the firm) will share with you their thoughts and expert insights on increased borrowing costs, rising working capital, volatile share prices, supply chain uncertainty, consolidation and sustainability. They will also inform you of how best to manage your costs to successfully navigate the new economic and financial landscape we are working within. Learning from past experiences and analysing current market trends can of course help you to prepare for any volatile times ahead. This special master-class will give you all the information you need to ensure that you ultimately positioned to survive and thrive in tomorrow’s marketplace. |
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3.20pm | Afternoon tea and networking
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3.50pm | Master-class 2: getting yourself equipped for M&A and A&D success
Graves & Co. will teach a special master class in oil & gas A&D and M&A transactions, covering best practice in: Transaction planning: failing to plan equals planning to fail! Evaluating potential acquisitions of assets & equity. Conducting thorough yet cost-effective due diligence. Properly presenting your opportunity to sources of capital. Crossing the finish line: closing the deal & executing a successful post-closing. In summary Graves & Co. will teach you how to avoid transaction pitfalls, recognize potential problems, and to realize know the short-cuts you can safely take. |
| | Mr Steven King, Fnancial Analyst and Petroleum Landman/Negotiator, Graves & Co.
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5.30pm | Extended Evening Reception with Special Guest Entertainment
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MAIN CONFERENCE DAY ONE – Tuesday 2nd December 2008
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| ARE ENERGY MARKET DYNAMICS AND ECONOMICS POINTING TO UNCERTAIN OR OPPORTUNISTIC TIMES? |
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9am | Special guest chairman’s opening remarks and keynote address
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9.20am | Keynote address: what is the impact of a global economic slowdown and credit crunch on oil and gas? |
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9.45am | Keynote leaders’ panel: exploring the economic and financial backdrop of tomorrow’s energy markets
- What macroeconomic factors are influencing today’s oil and gas industry (economic slowdown, recession, inflation, deflation, credit crunch, weakening commodity prices)
- How are these factors directly impacting oil and gas companies?
- Analysing the key supply and demand drivers, and energy price determinants – where will oil go next?
- Are shrinking western economies and slowing BRIC economies painting a bleak outlook for the oil and gas industry?
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| | Dr Leo Drollas, Deputy Executive Director and Chief Economist, Centre for Global Energy Studies Francisco Blanch, Managing Director and Global Head, Commodity Research, Merrill Lynch Commodities
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10.45am | Morning coffee and networking
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| ACHIEVING CONTINUED GROWTH IN TOMORROW’S MARKETS |
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11.15am | Keynote address: exploring new oil & gas frontiers
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11.35am | Enhancing the value of hydrocarbon assets through innovative business solutions
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11.55am | What are the implications to oil and gas companies of changes to SEC reserve accounting policies
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12.15pm | Networking lunch
Sponsored by: 
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| M&A AND INDUSTRY CONSOLIDATION – ENSURING BEST VALUE FROM YOUR ASSETS AND TRANSACTIONS |
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1.35pm | Special guest chairman’s remarks
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1.40pm | CEO insight: delivering new shareholder value through inorganic growth
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2pm | CEO insight: leveraging both exploration-focussed organic growth and inorganic strategic acquisitions
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2.20pm | Industry consolidation and M&A – is it now a case of ‘eat, or be eaten’? |
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2.40pm | CEO insight: creating a high-potential energy company through a series of M&A transactions
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| | Sjur Talstad, Chief Executive Officer, AGR Petroleum Services
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3pm | Keynote industry panel: approaching, tackling and championing the M&A and A&D markets
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3.40pm | Speed Networking followed by afternoon tea
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| DEVELOPING AND LEVERAGING INDUSTRY LEADING PARTNERSHIPS |
Special guest session chairman: Lance Crist, Global Head, Oil & Gas, IFC
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4.20pm | Building strategic/operational partnerships with indigenous populations, companies and governments
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4.40pm | The importance of industry partnerships in unlocking new growth potential
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| | Doug Urch, Vice President, Finance & Chief Financial Officer, Bankers Petroleum
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5pm | Keynote industry panel: getting the best out of your industry partnerships
- Identifying the keys to a successful partnership in today’s energy markets
- What qualities must a junior possess in order to attract market leading partnerships?
- What should a junior expect from their banker, broker, advisor or oil service provider?
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| | Doug Urch, Vice President, Finance & Chief Financial Officer, Bankers Petroleum
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5.30pm | Extended Networking Reception
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7pm | Pre-Award Cocktails
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7.45pm | World Junior Oil & Gas Awards (or JRs)
The JRs are the only awards solely dedicated to the small and mid-cap markets.
These awards have been created to honor and generate public recognition for the effort, accomplishments, and positive contributions of companies and individuals in the industry.
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MAIN CONFERENCE DAY TWO – Wednesday 3rd December 2008
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| £ / $ / ¥ / € – SOURCING, ACCESSING AND RAISING NEW CAPITAL AND INVESTMENT |
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9am | Special guest chairman’s opening remarks
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9.15am | A New World Order: examining the new financing landscape in today’s small & mid-cap energy markets
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9.35am | AIM vs TSX: a comparative analysis of recent performance and market activity
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| | Mr Paul Colucci, Managing Director, Investment Banking, Thomas Weisel Partners
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9.55am | Keynote finance panel: big money issues – capital raising, financing, cash flows, costs and revenues
- What effects have recent market events had on juniors and mid-caps?
- Survival of the fittest: how oil and gas companies must manage their finances
- What are current, viable sources of finance/capital for now available for juniors?
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| | Mr Mike Powell, Managing Director and Head Oil & Gas (EMEA, IBD), Barclays Capital Mr Paul Colucci, Managing Director, Investment Banking, Thomas Weisel Partners
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10.40am | Morning coffee and networking
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| THE BIG DEBATE: DEBT VS PUBLIC EQUITY VS PRIVATE EQUITY |
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11.10am | CEO insight: from Private to Public – the benefits and challenges of a stock market listing
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11.30am | Building businesses with Private Equity capital
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| | Mr Tom Cairns, Director, Commodities Principal Investment Area, Barclays Capital
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11.50am | The big debate: are today’s market conditions favouring debt, public equity or private equity?
- Debt vs Equity, and Public Equity vs Private Equity – the arguments for and against in today’s marketplace
- Is Private Equity the only real option for juniors in raising capital in today’s markets?
- When should an oil and gas company consider going private?
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| | Mr Tom Cairns, Director, Commodities Principal Investment Area, Barclays Capital
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12.35pm | Networking lunch
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| DELIVERING NEW BUSINESS CAPABILITY AND NEW GROWTH |
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1.50pm | Session chairman’s remarks
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2pm | Achieving exploration success in the frontier countries
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| | Mr Paul Dailly, Partner and Senior Vice President, Exploration, Kosmos Energy
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2.20pm | Offshore construction: what should i expect from my Insurance Broker?
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2.40pm | The role and value of Non-Executive Directors in small and mid-cap oil and gas
- What skills and qualities must your NEDs have to ensure they can contribute effectively to your organisation?
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3pm | Protecting your assets and market reputation: identifying, understanding, evaluating and mitigating against key oil and gas security risks
- What are the major security risks now facing small and mid-cap oil and gas companies?
- How can such companies successfully evaluate their risk exposure and their tolerance level in dealing with them?
- ‘Simple steps’ to minimise risk exposure and best protect key assets (people, infrastructure, reputation)
- Examples of best and worse practice and the implications of those on a business
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| A NEW WORLD ENERGY ORDER: EXPLORING TOMORROW’S OIL & GAS LANDSCAPE |
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3.20pm | Closing keynote Q&A: the future oil and gas market – what challenges and opportunities lie ahead?
- What are the biggest challenges now facing small-cap energy companies?
- How are you tackling these challenges and other opportunity constraints you are facing?
- How are you maintaining margins in an arena of rampant cost inflation and weakening energy prices?
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| | Dr Kevin Hird, General Manager, Business Development, Roc Oil Company
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4.15pm | Chairman’s concluding remarks and close of the World Junior Oil & Gas Congress
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