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SPEAKERS

Steve Balet, FTI Consulting

Steven Balet is a managing director in the FTI Consulting Strategic Communications segment and is based in New York. He is part of the Financial Communications and Capital Markets practices.

Full Biography 

David Batson, Bank of America

David Batson is based in Houston as Market Executive for the South Texas and Louisiana Markets for Global Commercial Banking at Bank of America Merrill Lynch.

Full Biography

Deborah Byers, EY Americas Industry Leader

Deborah iserves as EY’s Americas Industry Leader and the US Energy Leader.  Deborah previously was the Houston Office Managing Partner, Managing Partner of the EY Americas Oil & Gas Tax Group and the Transactions Advisory Group in the Southwest Region where she focused on Energy transactions.

Full Biography

Barbara Carlin, University of Houston

Barbara Carlin received her Ph.D. from the University of Texas at Austin in1991 in Strategic Management. Her teaching areas include strategy, international strategy, and organizational theory.

Full Biography

Joe Dunleavy, PwC 

Joe currently leads PwC’s US Energy Sector Deals Practice.  Joe primarily serves clients in the energy industry and focuses on assisting with the preparation of carve-out financial statements, initial public offerings (IPOs), Master Limited Partnerships (MLPs), debt and equity offerings, ongoing SEC financial reporting, preclearance matters and comment letters.

 Full Biography

John Smyer, BBVA

John Smyser is an Executive Vice President with BBVA Compass.  Throughout his expansive 24 year career in banking, 20+ of those with BBVA Compass, he has served in numerous commercial lending roles including underwriting, relationship management, business development and credit approval.  

Full Biography

 

John Fields, Suntrust

John is currently Head of Energy & Utilities Investment Banking in SunTrust Bank’s STRH affiliate.  Clients include companies in E&P, OFS, refining, midstream, utilities and generation, and major integrated segments. Prior to joining SunTrust in 1996, John was a Vice President in J.P. Morgan’s (Chemical Bank) Global Energy Group.  Before Graduate Business School and starting a career in finance, John worked in consulting for a subsidiary company of Alliant Energy Corporation.

 Full Biography.

Arthur Forbus, Alvarez & Marsal

Arthur Forbus is a Managing Director with Alvarez & Marsal in Houston, where he leads the CFO Services practice for the region.

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Jonathan Kozy, Bank of America

Jonathan Kozy is a senior vice president and senior research analyst in the macro strategy research division at U.S. Trust, Bank of America Private Wealth Management.

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John D. McKay, BDO

In his current role, he devotes his attention to serving as a member of the firm’s National Assurance practice assisting clients and engagement teams with the resolution of complex accounting issues and public company reporting requirements, as well as professional standards and firm policies.

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Greg Milano, Fortuna Advisors

Greg Milano, Co-Founder and CEO of Fortuna Advisors in NYC, speaking on capital allocation, metrics and financing strategy

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Dr. Michael Newman, University of Houston

I was born in Canada and raised in South America (Bolivia, Chile, Peru) and Central America (Trinidad & Tobago) by American parents.

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Jonathan Newton, Baker & McKenzie

Jonathan Newton heads the corporate section of the Firm's Houston office. Mr. Newton practices in the area of corporate law where he represents clients in a broad range of transactional matters, including mergers and acquisitions, securities offerings, Securities and Exchange Commission reporting obligations and corporate governance issues.

Full Biography

Sean Rice, SCF Partners

Prior to joining SCF, Sean was with Goldman, Sachs & Co. for 18 years and most recently served as head of Global Energy Investment Banking.  Rice was a longtime member of the Merger Leadership Group and had previously served as Goldman’s head of Mergers & Acquisitions for the Global Energy Group.  

 Full Biography

Larry Young, Alix Partners

Lawrence is a results-oriented senior executive with demonstrated successes in leading multinational companies through difficult strategic and operational transformations, including mergers, acquisitions, divestitures, and restructuring crises. 

Full Biography 

Thomas Zentner, V&E

Thomas Zentner is a partner at Vinson & Elkins in capital markets and mergers and acquisitions.

Full Biography 

 

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