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Day 2 • 27 September 2012 • Thursday
| 08:30 |
Morning coffee
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| 09:00 |
Opening remarks by Chairman
Steve Puckett, Managing Director, Tri-Zen International
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| 09:05 |
Investor Dialogue
- What are investors looking for when selecting potential investments – Project nature, size, stage of development and country risk profile?
- Appetite for risk in the light of today’s economic climate
Moderator:
Vandana Hari, Asia Editorial Director, Platts
Panellists:
Bradley Way, Head of Asia Energy, Renaissance Capital
Suzanne Smith, Managing Director, Corporate Ratings, Standard & Poor's
Peter Godfrey, Head of Oil & Gas Private Equity, Standard Chartered Bank
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| 09:50 |
How to bridge the E&P sector funding gap
- Introduction to bond financing for the E&P sector
- Bond market update
- Process and structural considerations
- Case studies of recent transactions
Arild Valland, Director Corporate Finance, Pareto Securities
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| 10:20 |
Morning refreshments
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ALTERNATIVE FINANCING AVENUES AND OPPORTUNITIES
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| 10:50 |
The competitiveness of reserve based lending in Asia Pacific
- Analysis on recent transactions – Size, tenure and price
- Comparison with bonds
- Risk review – Country risk, price risk and reserve risk
Ben Arnott, Director of Project Finance for Oil & Gas, APAC, Standard Chartered Bank
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| 11:20 |
M&A trends and implications for investors
- Acquisition vs. asset divestment: Examining market trends and the underlying components
- Examining the benefits of spinning-off peripheral portfolio companies to focus on the core business
- When will increasing low valuations trigger a growth in M&A activity?
- What opportunities does current conservative market sentiment offer investors?
Alberto Migliucci, Managing Director, Head of Mining, Energy, Oil & Gas Investment, Credit Suisse
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| 11:50 |
Timor Leste oil and gas industries portfolio
- Brief overview into the oil and gas sector in Timor Leste
- Upstream business sectors
- Downstream business sectors
- Business opportunities and challenges
Mateus da Costa, Director - Explorations and Acreage Release, Autoridade Nacional do Petroleo
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| 12:20 |
Networking lunch
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| 14:00 |
Indonesia: Delivering Indonesia’s future energy needs
- Key Indonesian energy sector trends
- Future energy needs and the role of oil and gas
- Structural, policy and regulatory issues impacting oil and gas supply and foreign investment
- Indonesia’s international upstream investment competitiveness
Chris Newton, Representative, Risco Energy;
Advisor to the Indonesian Petroleum Association
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| 14:30 |
Myanmar: Untapped opportunities of the world's first oil exporter
- Outlook and prospects
- Challenges
- Framework
- Risk review
- Key partnerships
Ashley Wright, Partner – Energy, Norton Rose
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| 15:00 |
Open Dialogue: Opportunities and infrastructure support for developing markets
Moderator:
Steve Puckett, Tri-Zen International
Panellists:
Mateus da Costa, Autoridade Nacional do Petroleo
Ashley Wright, Norton Rose
Chris Newton, Risco Energy
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| 16:00 |
Closing remarks
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| 16:15 |
End of conference
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