2024 Agenda
Monday, September 16
5:00 PM
The Stay Put - 73 Rainey Street, Austin, TX 78701
Early Registration and Kick-Off Reception
Join us as we kick off the 2024 PEP Energy Conference with a cocktail and barbeque at The Stay Put located in the heart of Austin, TX on Rainey Street!
Conference attire: Business Casual — Don’t forget it’s TX so it will be hot!
Kick-Off Reception Sponsored By:
Conference Attire: Business Casual
Tuesday, September 17
Registration and Breakfast
7:00 - 8:00 AM
Sponsored by:
8:00 AM
Opening Remarks by Dan Pickering
CIO and Founder of Pickering Energy Partners
8:15 - 9:00 AM
Keynote Speaker: Travis Stice
Fireside Chat with Dan Pickering
Sponsored By:
Dan Pickering
Founder & CIO of Pickering Energy Partners
Travis Stice
CEO & Chairman of the Board of Diamondback Energy
9:05 - 9:45 AM
Breaking the Power Gridlock in Texas
Diego Kuschnir
Managing Director at Pickering Energy Partners
Joe De Lia
VP - Power Markets at Orennia
Walt Teter
Chief Executive Office at Pecos Power Gen
Beau Egert
Chief Commercial Officer at Conduit Power
9:50 - 10:30 AM
The Path to Net Zero Runs Through Mining – And It Won’t Be Easy
MacKenzie Davis
Managing Director at SailingStone Capital Partners
Taylor Melvin
President & CEO at Ivanhoe Electric
31 Flavors: Private E&P Capital Has Never Been More Nuanced and for Good Reason…
10:35 - 11:15 AM
Lex Hochner
Managing Director at Pickering Energy Partners
Josh Martin
Managing Director at Pickering Energy Partners
Ryan Devlin
Managing Director at Encap Investments
Matt Chuchla
Partner at Quantum Capital Group
Billy McCartney
Founding and Managing Partner at Wincoram Asset Management
11:20 AM - 12:00 PM
Carbon Gone Wild - Capturing and Stashing CO2
Jason Martinez
Managing Director at Pickering Energy Partners
Jan Sherman
Chief Development Officer at Carbonvert Inc.
Jon Grimmer
President at Verde CO2
Scott Peters
Principal at Tailwater Capital
Lunch Break
12:00 - 1:00 PM
1:05 - 1:45 PM
Myths vs. Reality for Power Demand Growth
Josh Martin
Managing Director at Pickering Energy Partners
Ryan Luther
Director - Energy Transition Research at Enverus
1:50 - 2:30 PM
Pressure to Act
Ismail Hammami
Managing Director at Pickering Energy Partners
Steve Johnson
Co-CEO & Chief Sustainability Officer at Martin Water Midstream
Whitney Dobson
Chief Operating Officer at Infinity Water Solutions
Hayden McEntire
Vice President, Integrated Operations and Planning, WaterBridge Operating LLC
2:35 - 3:05 PM
Break
3:05 - 3:45 PM
What if the Energy Transition Fails?
Dan Romito
Managing Director at Pickering Energy Partners
Tom Pyle
President at American Energy Alliance (AEA)
Lucian Pugliaresi
President at Energy Policy Research Foundation, Inc (EPRINC)
4:00 - 5:00 PM
Keynote Speaker: Chris Del Conte
Fireside Chat with Walker Moody
Sponsored By:
Walker Moody
Pickering Energy Partners
Chris Del Conte
Vice President and Lois and Richard Folger Athletics Director
The University of Texas
5:00 - 8:00 PM
The Brass Poppy at the Hotel Van Zandt (605 Davis St., Austin, TX 78701)
Networking Happy Hour
6:00 - 8:00 PM
Company Hosted Investor Dinners
Join us at the "PEP Social" after-party at the PEP Energy Conference! Enjoy a night of poker, live music from Austin's own Jo James, and a special bourbon tasting featuring Garrison Brothers. It's the perfect way to unwind and connect after a day of insights and networking. See you there!
PEP Social
8:00 PM - 12:00 AM
Geraldine’s — 605 Davis St., Austin, TX 78701
Sponsored by:
Wednesday, September 18
7:00 - 8:15 AM
Networking Breakfast
Sponsored by:
8:15 - 8:30 AM
Opening Remarks
8:30 - 9:10 AM
Resource Expansion within Shale
Josh Martin
Managing Director at Pickering Energy Partners
Hardy Murchison
President & CEO at Encino Energy
Gordon Huddleston
Partner & President at Aethon Energy
9:15 - 9:55 AM
The Rising Influence on Carbon Credits
Dan Romito
Managing Director at Pickering Energy Partners
Darren Wolfberg
CEO of Triangle Digital
Jay McEntire
CEO & Co-Founder of Arva Intelligence Corp.
Ross Campbell
Managing Director, Responsible Investing and Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss
10:00 - 11:00 AM
Keynote Speaker: Joe Lonsdale
Fireside Chat with Dan Pickering
Sponsored By:
Dan Pickering
Founder & CIO at Pickering Energy Partners
Joe Lonsdale
General Partner
8VC
11:05 - 11:45 AM
Energy, Risk, and Geopolitics: Expert Analysis with a Retired Intelligence Professional
Walker Moody
Pickering Energy Partners
Colonel (RET) Jim Edwards
SOSi
11:45 AM