Aug. 15, 2018


Description

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. 

  

A networking reception will take place from 5:00pm to 5:45pm and is sponsored by our host Boston Consulting Group.

With the increase in activity due to oil prices reaching levels not seen since 2014, continued growth in demand and discipline by OPEC, the competition for capital is on the rise. During the downturn, private equity has undoubtedly left a large foot print in the oil and gas industry. But as the current capital environment continues to evolve, many question who now has capital, how to access it, and what will drive the next PE activity wave in the oilfield?

Our panel with legal, consulting, investment, E&P, and OFS backgrounds will discuss how to interact with the private equity sector, recent trends, the opportunities and challenges of working with private equity investors, and Q&A relating to investment in the energy sector.

 

Moderator:

Bryan Marlborough – Business Manager, Peloton

 

Panelists:

  • Aaron Davis, President & CEO at at TNM Resources and Fortuna Resources Mgmt
  • Scott McMahon, President & CFO at Pro Oil & Gas Services
  • Oleg Mikhailov, Partner and Managing Director at BCG
  • Ryan Shelton, Director at Rock Hill Capital
  • Wes Jones, Partner at Vinson and Elkins

 

 

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 a Business 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 worked in O&G operations and founded multiple eCommerce and technology companies in the USA and overseas. Bryan holds a MBA from the Jones School at 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 a MBA from Columbia Business School and a BBA in Finance from Southern Methodist University.

Yuliya Olsen

Linkedin: Yuliya Olsen

Yuliya Olsen joined McKinsey & Company in 2016 as the Client Development Manager for Energy Insights - the analytical and market intelligence arm of the firm’s Global Energy and Materials (GEM) practice. Yuliya leads the group’s client development efforts across upstream, oilfield services, and private equity within North America. Prior to joining McKinsey & Co, Yuliya worked as an Energy Trading Executive Recruiter at Richard Wayne and Roberts, responsible for recruiting niche and executive level talent, as well as, generating new business opportunities within the energy trading and investment banking industries. Prior to that she was at Spencer Ogden – a global energy recruitment company. As one of the first employees in Americas, she focused on launching and growing the upstream permanent and contract staffing business by partnering with major and independent E&Ps, and oilfield service companies.  Yuliya holds a B.A. in International Commerce from Texas A&M University.

 


Featured Speakers

Speaker: Aaron Davis, President & CEO at at TNM Resources and Fortuna Resources Mgmt
Speaker Aaron Davis, President & CEO at at TNM Resources and Fortuna Resources Mgmt
Aaron Davis is co-founder and CEO of Fortuna Resources and TNM Resources, private-equity backed E&P companies pursuing Permian Basin strategies.  Fortuna Resources quickly built two Delaware positions in 2016 and exited both in late 2016 and 2017.  Following the Transaction, Mr. Davis started TNM Resources, which currently focuses on both …

Aaron Davis is co-founder and CEO of Fortuna Resources and TNM Resources, private-equity backed E&P companies pursuing Permian Basin strategies.  Fortuna Resources quickly built two Delaware positions in 2016 and exited both in late 2016 and 2017.  Following the Transaction, Mr. Davis started TNM Resources, which currently focuses on both the Delaware Basin and Central Basin Platform in the Permian Basin.  Prior to Fortuna, Mr. Davis was a Reservoir Management Team Leader at Occidental Oil & Gas.  He is a graduate of both Rice University and UT Austin and is a registered Professional Engineer in the State of Texas.

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Speaker: Scott McMahon, President & CFO at Pro Oil & Gas Services
Speaker Scott McMahon, President & CFO at Pro Oil & Gas Services
Scott McMahon joined Pro Oil & Gas Services in October 2014 and currently serves as President & CFO. Prior to joining Pro, Scott worked for Simmons & Company International, a Houston-based energy investment banking firm where he focused on merger & acquisition and capital raising initiatives in the energy services …

Scott McMahon joined Pro Oil & Gas Services in October 2014 and currently serves as President & CFO. Prior to joining Pro, Scott worked for Simmons & Company International, a Houston-based energy investment banking firm where he focused on merger & acquisition and capital raising initiatives in the energy services & equipment sector. Prior to Simmons, Scott worked at Hunt Private Equity Group and Hunt Oil Company. Scott has a BS in Commerce from the University of Virginia and an MBA from the University of Texas.

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Speaker: Oleg Mikhailov, Partner and Managing Director at BCG
Speaker Oleg Mikhailov, Partner and Managing Director at BCG
Oleg Mikhailov is a Partner and Managing Director in the Energy practice at The Boston Consulting Group. Since joining BCG in October 2014, Oleg led projects for oil and gas companies, oilfield services and EPCI companies on the topics of growth strategy, mergers and acquisitions, operations efficiency, mature asset management, …

Oleg Mikhailov is a Partner and Managing Director in the Energy practice at The Boston Consulting Group. Since joining BCG in October 2014, Oleg led projects for oil and gas companies, oilfield services and EPCI companies on the topics of growth strategy, mergers and acquisitions, operations efficiency, mature asset management, and decommissioning. Before joining BCG, Oleg amassed 19 years of experience in the oil and gas industry working in 8 countries in 3 continents. His assignments included Vice President for Oil and Gas Production at Bashneft, Vice President for Western Siberia Division at TNK-BP, Gulf of Mexico Operations Manager for Chevron and others.

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Speaker: Ryan Shelton, Director at Rock Hill Capital
Speaker Ryan Shelton, Director at Rock Hill Capital
Ryan Shelton assists in investment opportunity evaluation and portfolio management. He formerly acted as an assistant vice president for the middle market commercial lending group at Amegy Bank. He earned bachelor’s degrees from Texas Tech University, in finance/general business and in agriculture and applied economics. He is currently on the …

Ryan Shelton assists in investment opportunity evaluation and portfolio management. He formerly acted as an assistant vice president for the middle market commercial lending group at Amegy Bank. He earned bachelor’s degrees from Texas Tech University, in finance/general business and in agriculture and applied economics. He is currently on the board of directors of Ace Gathering and Diversified Well Logging.

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Speaker: Wes Jones, Partner at Vinson and Elkins
Speaker Wes Jones, Partner at Vinson and Elkins
Wes focuses primarily on the representation of publicly traded and privately held companies in corporate transactions, with particular emphasis on private equity and venture capital transactions and mergers and acquisitions. He has extensive experience representing venture capital firms and their portfolio companies in the software and hardware technology, energy, and …

Wes focuses primarily on the representation of publicly traded and privately held companies in corporate transactions, with particular emphasis on private equity and venture capital transactions and mergers and acquisitions. He has extensive experience representing venture capital firms and their portfolio companies in the software and hardware technology, energy, and life sciences industries. Wes has practiced law for two decades, including as the general counsel of both a privately held and a publicly traded software company.

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Speaker: Bryan Marlborough – Business Manager, Peloton
Speaker Bryan Marlborough – Business Manager, Peloton
Bryan is a Business 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 …

Bryan is a Business 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 worked in O&G operations and founded multiple eCommerce and technology companies in the USA and overseas. Bryan received a MBA from the Jones School at Rice University.

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Organizer

Bryan Marlborough

 Event Contact Email: bryan.marlborough@gmail.com


Date and Time

Wed, Aug. 15, 2018

5 p.m. - 7 p.m.
(GMT-0500) US/Central

Event has ended

Location

Boston Consulting Group

1221 McKinney St #3000
Houston, TX 77010

 


 



Group(s): SPE Newsletter