Bus Devt: A&D Markets – Current Activity and Driving Themes

Speaker Brian Lidsky - Managing Director of PLS Inc.
Brian has over 25 years of oil and gas experience with expertise in upstream investments, valuations, operations, and management.  Prior roles include EVP and Director of John S. Herold, Inc. (now IHS Herold), co-founder of Calgary-based private E&P Vigilant Exploration (sold to Tourmaline Exploration), and Managing Director of M1 Energy ...

Brian has over 25 years of oil and gas experience with expertise in upstream investments, valuations, operations, and management.  Prior roles include EVP and Director of John S. Herold, Inc. (now IHS Herold), co-founder of Calgary-based private E&P Vigilant Exploration (sold to Tourmaline Exploration), and Managing Director of M1 Energy Capital. Throughout his career, Brian has advised global E&P and financial clients on capital structures, strategic and performance reviews, capital raising, valuations, acquisitions and divestitures.  He holds a B.S. degree in Geology from Emory University and an M.B.A. from the Jesse H. Jones School of Administration at Rice University

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Speaker Art Smith - Founder of Triple Double Advisors
Art founded Triple Double Advisors in  August 2007 after he completed the sale of John S. Herold, Inc. to IHS.  He serves as portfolio manager and oversees the firm’s energy research.  From 1984 to 2007, Art was Chairman and CEO of John S. Herold, Inc. and grew the company into ...

Art founded Triple Double Advisors in  August 2007 after he completed the sale of John S. Herold, Inc. to IHS.  He serves as portfolio manager and oversees the firm’s energy research.  From 1984 to 2007, Art was Chairman and CEO of John S. Herold, Inc. and grew the company into a widely recognized independent authority in oil and gas research and consulting.  From 1976 to 1984, he was an energy equity analyst with Argus Research Corp., The First Boston Corporation and Oppenheimer & Co., Inc.  Art currently serves on the Board of the Houston Hospice. Previously, he has served on the boards of Plains All American L.L.P., Pioneer Natural Resources, Cabot Oil & Gas Corporation, Evergreen Resources, Inc., Parker & Parsley Petroleum, the New York Society of Security Analysts, and was a past appointee to the National Petroleum Council.  Mr. Smith received a BA from Duke University and a MBA from New York University’s Stern School of Business.  In addition, he holds the CFA designation.

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Forgot to Register? Walk-Up Attendees welcome!

Join us at the Four Seasons Hotel for an in depth review of US A&D markets. The dynamics of the A&D markets are shifting. On the panel will be two seasoned A&D advisors including PLS Inc’s Brian Lidsky and Triple Double Advisor’s founder Art Smith. 

Mr. Lidsky will provide observations on current market trends including valuations, deal types and structures, and the depth of the inventory of deals for sale.  Additional analysis will focus on the makeup of buyers and sellers, the shifting nature of deals, and how the markets help investors understand the value of the core in established unconventional plays.  You will learn what plays are in favor and conversely, out of favor. 

Mr. Smith will provide expert analysis regarding the industry’s capital flows, corporate activity, and consolidation trends.  Incorporating a longer term perspective, Art will also focus on macro energy themes and how these drivers affect the corporate A&D activity of the industry’s sub-sectors. You will learn today’s oil and gas fundamentals and gain perspective on the risks/rewards associated with the forward price curves. As an added benefit, you will be entertained by Art’s humor and dynamic speaking.

Please join us for this informative discussion. The popular format of a Business & Social Networking hour, with complimentary Hors’ D’ Oeuvres and a cash bar, followed by an hour and a half long program including a Q&A session, will begin at 5:00 pm in the Mezzanine.

When?

Wed, May. 28, 2014
5 p.m. - 7 p.m. America/Chicago

How Much?

A $5 donation for the SPE-GCS Scholarship Fund has automatically been added to the registration fee. Use OptOut in the Discount Code field if you do not wish to donate at this time.
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Where?

Four Seasons Hotel
1300 Lamar
Houston, Texas 77010
United States

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