Keynote Panel: Real Assets in the Institutional Portfolio GPs discuss the vast opportunities in real assets beyond energy, including farm-land, agribusiness and food companies

- Ejnar Knudsen, AGR Partners- Gabe Santos, Homestead Capital- MODERATOR: David Snow, Privcap Media

Interview: Texas Teachers and UC Regents Talk Real Assets An in-depth interview with two of the largest backers of private capital real asset and natural resources investments in the nation

- Carolyn Hansard, Teacher Retirement System of Texas- John Ritter, UC Regents- MODERATOR: Joncarlo Mark, Upwelling Capital

Opening Cocktail Reception

DAY ONETuesday, Dec.

DAY TWOWednesday, Dec.

Agenda

**INVITATION-ONLY LP BREAKFAST**An informal discussion about portfolio dynamics and manager landscape for delegates with prior invitations from Privcap. Contact Gill Torren at gtorren@privcap.com for inquiries. The session will be led by:

Eaton Partners- Mike Brand, Cambridge Associates

**INVITATION-ONLY IR PROFESSIONAL BREAKFAST**An informal discussion about portfolio dynamics and manager landscape for delegates with prior invitations from Privcap. Contact Gill Torren at gtorren@privcap.com for inquiries. The session will be led by:

- Amy Rigdon, Latham & Watkins (host)

Breakfast and Networking

Keynote Panel Discussion: The Permian Basin Needs InfrastructureWhat is the right investment strategy in the most important play in the world?

- Patrick McWilliams, NGP- David Capobionco, Five Point Energy- Arthur Budge, Five States Energy Co.- Charlie Leykum, CSL Capital Management

Fireside Chat: The Future of Electric VehiclesA discussion with the head of an innovative company that helps vehicles charge wirelessly

- Andy Daga, Momentum Dynamics

Panel Discussion: Exits & Investing Amid UncertaintyIf volatility is the norm, how can the best private equity investors create assets that can find a buyer?

- Dash Lane, KKR- Bob Gold, Ridgewood Energy- Dan Pickering, Pickering Energy Partners

Morning Networking Break

Morning Breakout SessionsEach breakout session happens twice, allowing delegates to attend two Breakout A: What’s the Market for Deal Terms?

- Chuck Yates, Kayne Andersen- Brad Thielemann, EnCap Investments- Brittany Sakowitz, Vinson & Elkins

Breakout B: State of the Energy Fundraising Market- Gary Sernovitz, Lime Rock Partners- Lindsay Grider, Tailwater Capital- Ivana Rouse, Latham & Watkins

Breakout C: Investing in Tech-Enabled Energy Production- Bethany Gorham, Energy Impact Investors- Espen Strøm, EV Private Equity

www.energygamechange.comCONTINUES ON NEXT PAGE

DEC 3-4, 2019THE HOUSTONIAN HOTELHOUSTON, TX

conference for the private capital opportunity in energy

Lunch

Lunchtime Fireside Chat: A Transforming World, a Transforming Energy BusinessA conversation with a leading expert on geopolitical forces and how they impact global energy and natural resources

- Robert Johnson, Eurasia Group- Regina Mayor, KPMG

Afternoon Networking Break

Afternoon Breakout SessionsEach breakout session happens twice, allowing delegates to attend twoBreakout A: Investing in Mineral and Royalty Companies

- Robert Le, Siltstone Capital- Cay Freihofer, Ridgemont Equity Partners- Clay Rynd, KKR- Jon Platt, Baker Botts

Breakout B: Changing Upstream Economics- Adam Waterous, Waterous & Co.- Stuart Rexrode, BlueRock Energy Partners- Mike Harling, KPMG

Breakout C: From Chicken Sh*t to Methane: Investing in Bio-Fuels and Other Esoteric Assets

- Dana Sands, Energy Infrastructure Partners- Green Gas Partners- Damon Yuzon, Equilibrium

Panel Discussion: Making Real Money with Renewable InvestingMany argue that a ‘great transition’ from oil and gas to renewables is under way. What is the right way for institutional investors to participate?

- Rick Tallman, Renova Capital- Neil Auerbach, Hudson Sustainable Investments- Matt DeNichilo, Energy Capital Partners- Shawn Cumberland, EnCap Investments

Closing Cocktails & Hors D’oeuvres

www.energygamechange.com

Lead Sponsor

Thank you to our sponsors

Presenting Sponsors

Sponsors