Corporate Leadership to Private Equity-Backed – Perspectives from Both Sides

Speaker: Jason Turowsky - Partner, Intervale Capital
Speaker Jason Turowsky - Partner, Intervale Capital
Jason joined Intervale in 2013 after spending the preceding 10 years at Falconhead Capital, a New York based middle market private equity fund. At Falconhead, Jason focused on evaluating, executing and monitoring investments across a wide range of industries. Prior to Falconhead, Jason worked at UBS Investment Bank where he ...

Jason joined Intervale in 2013 after spending the preceding 10 years at Falconhead Capital, a New York based middle market private equity fund. At Falconhead, Jason focused on evaluating, executing and monitoring investments across a wide range of industries. Prior to Falconhead, Jason worked at UBS Investment Bank where he advised on a variety of capital markets and M&A transactions. Jason received his B.A. in Economics, with honors, from the University of Pennsylvania.


 

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Speaker: Jason Churchill P.E. - Chief Executive Officer, PetroLegacy Energy
Speaker Jason Churchill P.E. - Chief Executive Officer, PetroLegacy Energy
Jason Churchill leads a team with more than 15 years industry experience in the exploration, development and optimization of oil & gas properties.  Prior to his current role, he served as VP-Operations for Venado Oil & Gas where he had responsibilities in planning and development of a 40,000 acre project ...

Jason Churchill leads a team with more than 15 years industry experience in the exploration, development and optimization of oil & gas properties.  Prior to his current role, he served as VP-Operations for Venado Oil & Gas where he had responsibilities in planning and development of a 40,000 acre project in the East Eagle Ford.  Prior to that, he served as Operations Manager for XTO Energy where he carried multiple responsibilities in the Barnett Shale development program.  He began his career as a Drilling Engineer with ExxonMobil  where he oversaw projects in the US Development and Deepwater Exploration Teams. Mr. Churchill graduated from the University of Kansas with a Bachelor of Science in Chemical Engineering.  He is a registered professional engineer in the State of Texas, and is a member of the Society of Petroleum Engineers.

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Speaker: Polidoros Trejos - Chief Financial Officer, Fortuna Resources / TNM Resources
Speaker Polidoros Trejos - Chief Financial Officer, Fortuna Resources / TNM Resources
Polidoros Trejos is a cofounder of Fortuna Resources and Fortuna Resource Mgmt. Mr. Trejos currently serves as Chief Financial Officer. Prior to Fortuna, Mr. Trejos was a Vice President of Finance at Sanchez Oil & Gas, where he shepherded Sanchez Energy through its IPO process. Mr. Trejos is a graduate ...




Polidoros Trejos is a cofounder of Fortuna Resources and Fortuna Resource Mgmt. Mr. Trejos currently serves as Chief Financial Officer. Prior to Fortuna, Mr. Trejos was a Vice President of Finance at Sanchez Oil & Gas, where he shepherded Sanchez Energy through its IPO process. Mr. Trejos is a graduate of The University of Texas at Austin with a B.B.A in Business Honors and Finance. He is a member of the Financial Analyst Program Advisory Council at The University of Texas and is a Technoserve Vounteer Consultant Program alumnus.




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Speaker: Adam Anderson - Chief Executive Officer, Innovex Downhole Solutions
Speaker Adam Anderson - Chief Executive Officer, Innovex Downhole Solutions
Adam Anderson is Innovex’s Chief Executive Office and has more than 20 years of oilfield service experience managing completion related operations globally. Prior to joining Team, Adam held numerous senior management roles at Baker Hughes. These roles included President of Latin America, VP of the Western US, VP of US Land ...

Adam Anderson is Innovex’s Chief Executive Office and has more than 20 years of oilfield service experience managing completion related operations globally. Prior to joining Team, Adam held numerous senior management roles at Baker Hughes. These roles included President of Latin America, VP of the Western US, VP of US Land Completion Tools, and Completion Tool Manager in Saudi Arabia. Early in his career, Adam had a number of global technical roles largely focused on technical support and operations for the Intelligent Completion product line. Adam earned an MBA from Duke University and a BS in Petroleum Engineering from Colorado School of Mines..

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Pre-registrations are full and walk-ins are still welcome. Please join us and sign-up at the door.

 

 

 

Please join us at a SPE-GCS Investment & Finance Initiative event, created to open a dialogue between SPE members and the oil and gas investment community.  

 

Do you work at a large corporation in the Oil & Gas space and have you ever wondered what it is like to work at a smaller company backed by a Private Equity investment fund? Our panelists with both E&P and OFS backgrounds will share their thoughts and advice, as well as what their experiences have been like in both situations. We will explore topics including capital allocation decision making, what it is like to work in a smaller company with fewer resources and how to manage growth. The panel will provide anecdotes from their careers and insights for those considering making the jump from a large corporation to a private equity backed company.

 

A cocktail reception will take place before the event, sponsored by our host McKinsey & Co.

 

Moderator:

Jason Turowsky - Partner, Intervale Capital. Intervale Capital is a leading private equity firm investing primarily in oilfield manufacturing and service companies. Intervale has raised $1.3 billion of committed capital and is currently investing from its third fund.

 

Panelists:

Jason Churchill P.E. - Chief Executive Officer, PetroLegacy Energy. PetroLegacy Energy is a privately-held exploration and production company based in Austin, Texas actively pursuing the acquisition and development of oil and gas properties in the Lower 48 through a multiple basin approach with a concentration on the Permian Basin and the Eagle Ford Shale trend.

Polidoros Trejos - Chief Financial Officer, Fortuna Resources / TNM Resources. TNM Resources and Fortuna Resources Holdings are independent oil and gas production companies focused on value creation through acquisition and leasing, as well as exploitation of mature oil and gas producing properties in the Permian Basin.

Adam Anderson - Chief Executive Officer, Innovex Downhole Solutions. Innovex represents the combination of three experts in well construction and completions consumable products—Team Oil Tools, Antelope Oil Tool & Mfg. Co. and IsoTech.

 

Committee Members

Daniel Carter

Linkedin: Daniel Carter

Daniel Carter is Chairman & Founder of the SPE-GCS Investment & Finance Initiative.  He is Investment Director at Saudi Aramco Energy Ventures, the strategic venture and growth equity investment arm of Saudi Aramco ("SAEV"), and brings more than 20 years of energy investing & finance experience.  Prior to joining SAEV in 2013, he was Principal at a fund focused on energy that counted Shell, Kuwait Petroleum Company, Goldman Sachs and others as investors and prior to that, Daniel was Vice President, Investment Banking at Citigroup/Salomon Smith Barney. Daniel holds MBAs from Columbia Business School and London Business School.   

Bryan Marlborough

Linkedin: Bryan Marlborough

Bryan is Business Development Manager for Peloton. Peloton has been on the leading edge of oil and gas data management and visualization (WellView, SiteView, RigView, ProdView and LandView) for over 25 years, growing from a two person startup in 1991 to a global software company with subsidiaries in all regions of the world. Bryan serves on the Board of Directors for the Society of Petroleum Engineers Gulf Coast Section as well as founder and co-chair for the Rice Business Innovation Summit. Prior to his current role, Bryan was the Business Group Manager for GATE Premier Solutions. Prior to that, Bryan pursued entrepreneurial ventures and founded multiple eCommerce and technology companies in the USA and overseas. Bryan is currently pursuing a MBA from Rice University.

Jason Turowsky

Linkedin: Jason Turowsky

Jason joined Intervale in 2013 after spending the preceding 10 years at Falconhead Capital, a New York based middle market private equity fund. At Falconhead, Jason focused on evaluating, executing and monitoring investments across a wide range of industries. Prior to Falconhead, Jason worked at UBS Investment Bank where he advised on a variety of capital markets and M&A transactions. Jason received his B.A. in Economics, with honors, from the University of Pennsylvania.

Daniel E. Williams

Linkedin: Daniel Williams

Daniel Williams is the CEO of Rod and Tubing Services (“RTS”), a leading provider of inspection and integrity services, asset management and data analytics to oil and gas companies. Daniel is also a Co-Founder and Managing Partner of Ascent Equity Group, a private investment firm focused on acquiring and operating lower middle market companies. Prior to his current roles, Daniel was an Associate at CCMP Capital, a private equity firm based in New York. At CCMP he evaluated, executed and managed investments in energy, industrial and consumer goods companies. Prior to that, Daniel worked in the Natural Resources Investment Banking group at Lehman Brothers in New York and Hong Kong. Daniel holds an MBA from Columbia Business School and a BBA in Finance from Southern Methodist University.

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Organizer Bryan Marlborough

When?

Wed, Oct. 4, 2017
5 p.m. - 7:30 p.m. US/Central

Where?

McKinsey & Company
609 Main Street
Houston, TX 77002
McKinsey has organized reduced parking rates for attendees wanting to park in the garage. We will have a set fee of 10 dollars event parking after 5pm. The McKinsey building is located on 609 Main Street, Houston, TX, 77002. (It is the new sky scraper right across from Flying Saucer ...

McKinsey has organized reduced parking rates for attendees wanting to park in the garage. We will have a set fee of 10 dollars event parking after 5pm.


The McKinsey building is located on 609 Main Street, Houston, TX, 77002. (It is the new sky scraper right across from Flying Saucer and Café Express).


The parking garage is located between Texas Ave and Capitol St off of Fannin St. From the garage one must take the elevator to Level 2. When getting off the elevator the conference center will be to your right.


If individuals are walking to the building or Ubering, the main entrance is of off Main Street. Upon entering the building, turn left and one will notice a big staircase to the far left and an elevator bank on the right behind a big inclined glass wall. The conference rooms will be located on the 2nd floor.


The check-in to the event will be on the 2nd floor of our building. There, visitors will be able to pick up their badges and then head to the bar for networking.

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Refund Policy: You must notify the SPE-GCS office of your intent to cancel at least 24 hours prior to the event date to receive a refund. For all refund inquiries, email spe-gcs@spe.org. View our Terms & Conditions for more information.