--Cameron Smith, Formerly Managing Director, The Rodman Energy Group: Cameron Smith, the founder of COSCO Capital Management LLC that became The Rodman Energy Group, discusses his view of the capital markets and his plans to check off “bucket list” goals in the coming year.
--Bryant Patton, Principal, BryCap Investments Inc.: Bryant Patton, principal of oil and gas investment firm BryCap Investments, discusses his interests in producer Sendero Energy Partners LP, midstream firm Teak Midstream and producer Cinco Resources, into which his Camden Resources was merged, and using unconventional-well technology in conventional plays in West Texas and Oklahoma.
--Tim Murray, Managing Director, Guggenheim Partners: Tim Murray, managing director for energy mezzanine-investment firm Guggenheim Partners, describes the recapitalization of Gulf Coast Basin-focused Milagro Exploration, the firm’s investments through this past capital-markets cycle, conventional vs. unconventional plays and what the firm is investing in in 2010.
--Neil Carpenter, SVP, Worldwide Sales, Wellpoint Systems Inc.: Neil Carpenter, senior vice president, worldwide sales, for Wellpoint Systems Inc., discusses energy producers’ concerns with costs and contrasts how downstream vs. upstream energy companies deploy technology.
--Charlie Chambers, Founder & CEO, Chambers Oil & Gas: Charlie Chambers, founder and CEO of Chambers Oil & Gas, and former acting president of Rosetta Resources, describes his plans for his new family-owned E&P company.
--Bill Weidner, Managing Director, The Rodman Energy Group: Bill Weidner, managing director, The Rodman Energy Group, discusses his 2010 outlook for private equity's opportunities and challenges for the upstream energy sector as well as his view of the growing importance of midstream infrastructure in new shale plays.
--Murphy Markham, Partner, EnCap Investments LP: Murphy Markham, a partner in EnCap Investments LP, describes the firm’s private-equity midstream investments with investment partner Flatrock Energy Advisors, its approximately $2 billion available to place upstream, and raising a new upstream fund that may bring total capital available to deploy to some $4 billion.
--Bret Bolin, President & CEO, P2 Energy Solutions: Bret Bolin, CEO and president of P2 Energy Solutions, discusses the need for greater integration to enable companies to become more efficient and profitable. A single technology platform provides an elegant infrastructure.
--Eric Thurston, Vice President, P2 Energy Solutions: Eric Thurston, vice president of P2 Energy Solutions, discusses Excalibur, the company’s newest offering. Excalibur is a comprehensive suite of more than 30 modules that address all the critical business requirements and workflows of an oil and gas producer.
--Marc Lawrence, SVP, Division Manager, Data Licensing Division, Fairfield Nodal/Fairfield Industries: Marc Lawrence, senior vice president and division manager, data-licensing division, for seismic firm Fairfield Nodal/Fairfield Industries describes current demand for seismic data and analysis, and renewed interest in shallow-water, deep-shelf Gulf of Mexico exploration due to huge Davy Jones and other prospect results.
--Greg Pipkin, Managing Director, Investment Banking, Barclays Capital: Barclays Capital managing director, investment banking, Greg Pipken delivers his perspective of corporate M&A, including his involvement and unique perspective of the Denbury Resources/Encore merger and ExxonMobil’s acquisition of XTO Energy.
--Gerry Conroy, Vice President, Product Management, P2 Energy Solutions: Gerry Conroy, vice president, product management, for P2 Energy Solutions, describes producers’ emphasis on cost management during this commodity-price cycle, estimates for the industry needing to drill 30,000 shale-gas wells and what top oil and gas producers do that make them successful.
--Dan Steele, SVP and Manager, Energy Lending Group, Bank of Texas: Dan Steele, senior vice president and manager for the energy lending group at Bank of Texas, shares his views on capital-raising activities in 2010 and how the next round of credit redeterminations should be less painful for many producers this year.
--Bruce Vincent, President, Swift Energy Co.; Chairman, IPAA: Bruce Vincent, president of onshore U.S.-focused Swift Energy Co., discusses the company’s work in the Eagle Ford shale-gas play and in Louisiana conventional-oil plays, investor interest in oil-weighted E&P companies, and his work in Washington in explaining how proposed new law and policies would affect the U.S. oil and gas industry to Harry Reid and Nancy Pelosi, and to President Obama via energy czar Carol Browner.
--Aliza Dutt, VP & Senior Equity Analyst, IHS Herold: Aliza Dutt, vice president and senior equity analyst for IHS Herold, describes her outlook for equities and the industry this year. Herold finds capital spending is going up again.
--Scott Noble, Founder & President, Noble Royalties Inc.: Scott Noble, founder and president of Noble Royalties Inc., gives his take on changes in minerals valuations from prior years, the revived pace of A&D and geographic areas that are causing the most buzz for buyers.
--Nathan Oliver, VP, Gulf of Mexico, Multi-Client Data, PGS/Petroleum Geo-Services: Nathan Oliver, vice president, Gulf of Mexico, multi-client data, for PGS describes the resurgence in the Gulf of Mexico driven both by recent large discoveries and by new technology such as wide-azimuth seismic acquisition.
--Steve Kennedy, SVP and Energy-Group Manager, Amegy Bank: Steve Kennedy, senior vice president and energy-group manager for Amegy Bank, describes his view of the pace of energy capital investments and his long-term outlook for oil and gas in the U.S.
--David Preng, President & Founder, Preng & Associates Inc.: David Preng, president and founder of energy-focused recruiting firm Preng & Associates Inc., describes oil and gas producers’ renewed demand in 2010 for both executive and technical personnel, and continued demand for value-adding energy-company board members.
--Mike Ming, President, RPSEA (Research Partnership to Secure Energy for America): Mike Ming, president of RPSEA (Research Partnership to Secure Energy for America), describes his organization’s commitment to research in ultra-deep water, unconventional resources, and small producers and promotes more government funding for oil and gas research.
--Adam Connors, Director, Corporate Finance, C.K. Cooper & Co.: Adam Connors, director, corporate finance, for investment-banking firm C.K. Cooper & Co., describes stock investor interest in traditional and highly-liquid energy securities currently, a decline in interest in PIPEs and other securities with monetization restrictions, and what oil and gas stories are winning investment-market favor today.
--Bryan Chapman, EVP, Energy Lending Manager, Iberia Bank: Bryan Chapman, executive vice president and energy-lending manager for Iberia Bank, discusses the bank’s recent entry into the energy-lending space, his team’s strategy for connecting with clients in 2010 and his outlook for oil and gas.
--Adrian Goodisman, Managing Director and Co-Head, U.S., Scotia Waterous: Adrian Goodisman, co-head, U.S., and managing director, Scotia Waterous, provides his insight on the state of the A&D market and particularly for the Gulf of Mexico and international.
--Mike Lakin, Managing Director, Envoi Ltd.: Mike Lakin, managing director of Envoi Ltd., sees U.S.-headquartered companies taking their unconventional expertise overseas to prospect for shale gas on distant shores.
--Ward Polzin, Managing Director, Tudor, Pickering, Holt & Co.: Tudor, Pickering, Holt & Co. managing director Ward Polzin explores whether any momentum remains in the JV market, who is buying and selling oil and why, the value of an oil PUD, and how oil metrics compare to gas.
--Andy Clifford, President, Saratoga Resources Inc.: Andy Clifford, president of Saratoga Resources, describes the company’s efforts to emerge from Chapter 11, and that it is looking for partners for its offshore prospects, which may be on trend with McMoRan Exploration’s recent discoveries.
--Jim Sledzik, Partner and President, Houston Office, Energy Ventures AS: Jim Sledzik, partner and president, Houston office, for oilfield-technology investment firm Energy Ventures AS, discusses new products that are being put to work in developing unconventional-resource plays by portfolio companies Ingrain Inc., Oxane Materials Inc., Fotech Solutions Ltd. and Ziebel AS, ranging from nanotechnology proppant to fiber-optic formation monitoring, and he describes the recent monetization of Fund III investment NovaDrill, and the advancement of other investments toward business-plan maturation and sale.
--Phil Martin, CEO & Founder, New Century Exploration Inc.: Phil Martin, chief executive officer and founder of onshore U.S.-focused New Century Exploration Inc., describes public vs. private E&P companies’ access to shale-gas plays, New Century’s plans to grow its shale-gas portfolio and how he has formed a retail electric provider, True Electric, that serves as a hedge against natural gas prices.
--Ramona Hovey, SVP, Products, DrillingInfo: Ramona Hovey, senior vice president, products, for data- and information-services firm DrillingInfo, discusses producers’ continued interest in shale-gas drilling data, results in the Barnett oil play, and how analysis of operator differences suggests a best or “better of class.”
--Tim Rotchford, Chairman, Arena Resources Inc.: Tim Rotchford, chairman of publicly held, Tulsa-based Arena Resources Inc., describes investor interest in the company’s 85% oil-weighted portfolio, its large holding in the prolific Fuhrman Mascho Field in West Texas, and its attention to new oil-shale plays.
--Kamil Tazi, Vice President, Engineering & Planning, Cordillera Energy Partners: Kamil B. Tazi, vice president of engineering and planning for private E&P company Cordillera Energy Partners III, talks about the Denver-based firm’s focus on the multiple stacked pays of the Texas Panhandle and western Oklahoma, particularly the Granite Wash, Tonkawa and Cleveland reservoirs. These “gas-plus” plays offer high NGL yields and premium economics.
--Kurt Abraham, Vice President, Texas Alliance of Energy Producers: Kurt Abraham, vice president, Texas Alliance of Energy Producers, analyzes industry issues and describes the group’s 2010 media campaign to educate the public and lawmakers about the oil and gas industry.
–Nissa Darbonne (ndarbonne@hartenergy.com), E-Editor, Hart Energy Publishing; Oil and Gas Investor, A&D Watch, Oil and Gas Investor This Week, OilandGasInvestor.com Today, OilandGasInvestor.com, A-Dcenter.com, UGcenter.com, UGcenter.com Today, EPmag.com, E&P Buzz, PipeLineandGasTechnology.com, PGT News, HartFUEL.com, FUEL.
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