Corporate Leadership to Private Equity-Backed – Perspectives from Both Sides
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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Location:
McKinsey & Company
609 Main Street
Houston
,
TX 77002