2025 Agenda

5:00 - 7:30 PM

Monday, September 29

Early Registration & Kick-Off Reception

Electric Shuffle - 91 Red River St, Austin, TX (Directly across the street from Hotel Van Zandt)

Join us as we kick off the 2025 PEP Energy Conference with a cocktail, good food, and networking!

Conference attire: Business Casual — Don’t forget it’s TX, so it will be hot!

Kick-Off Reception Sponsored By:

Tuesday, September 30

7:00 - 8:00 AM

Registration & Breakfast

8:00 AM - 4:45 PM

CIO and Founder of Pickering Energy Partners

Opening Remarks by Dan Pickering

8:10 - 8:55 AM

Nick Dell’Osso, CEO of Expand Energy (EXE)

Morning Keynote Speaker

Keynote Speakers Sponsored By:

9:00 - 9:45 AM

Daniel González, Vice-Minister of Energy & Mining - Ministry of Economy, Argentina

Josh Martin, Managing Director – Pickering Energy Partners

Framing the Opportunity in Argentina

9:45 - 10:15 AM

Networking Break

10:15 - 11:00 AM

The Future of Global Power Demand

Thomas Spencer, Analyst - International Energy Agency, Directorate for Sustainability, Technology, and Outlooks

Ryan Luther, Analyst - Enverus

Josh Martin, Managing Director – Pickering Energy Partners

Gordon Huddleston, President and Partner, Aethon Energy

Josh Martin, Managing Director – Pickering Energy Partners

11:05 - 11:50 AM

Private Natural Gas Giant

11:50 - 1:10 PM

Lunch Break

1:10 - 1:55 PM

The Most Active Shale Play You’re Not Looking At, BUT You Should - Vaca Muerta

Juan Baylac, Head of Strategic Planning & Investor Relations – Vista Energy (VIST)

Guido Liniado, Partner - Latham & Watkins

Josh Martin, Managing Director – Pickering Energy Partners

2:00 - 2:45 PM

Hedging Dynamics in a Volatile Market

Joaquin Anderson, Managing Director - Structured Products - BP

Cameron Brown, CEO – Validus Energy

Josh Martin, Managing Director – Pickering Energy Partners

2:45 - 3:10 PM

Networking Break

3:10 - 3:55 PM

Private Equity Perspective

Ryan Devlin, Partner - EnCap Investments

Nick Dhesi, Partner - Latham & Watkins

Brian Seline, Partner - NGP Energy Capital Management

Josh Martin, Managing Director – Pickering Energy Partners

4:00 - 4:45 PM

Perspectives of Reformed Public Energy Executives

Matt Gallagher, Founder, President & CEO - Greenlake Energy

Carl Giesler, Executive Vice President & CFO - TG Natural Resources

Dan Pickering, Founder & CIO - Pickering Energy Partners

4:45 - 6:00 PM

The Brass Poppy at the Hotel Van Zandt (605 Davis St., Austin, TX 78701)

Networking Happy Hour

Sponsored by:

6:00 - 8:00 PM

Connect with others from the conference, and explore the many dining options around Austin!

Dinner Break

8:00 PM - 12:00 AM

PEP Social & Poker Tournament

Geraldine’s, Hotel Van Zandt (4th Floor) - 605 Davis St., Austin, TX 78701

Join us at the "PEP Social" after-party event at the PEP Energy Conference! Enjoy a night of poker, live music, and a tequila tasting. It's the perfect way to unwind and connect after a day of insights and networking. See you there!

PEP Social Sponsored By:

PEP Poker Tournament Sponsored By:

7:00 - 8:00 AM

Wednesday, October 1

8:05 - 8:55 AM

Registration & Breakfast

Keynote Speaker

Kaes Van’t Hof, CEO & Director - Diamondback Energy (FANG)

9:00 - 9:45 AM

Keynote Speaker 2

General James C. “Jim” Slife, Retired Vice Chief of Staff, US Air Force

Keynote Speakers Sponsored By:

9:45 - 10:10 AM

Networking Break

10:10 - 10:55 AM

The Industrial Sectors: Evolving Challenges & Needs

Terry Alger, Ph.D., Vice President of R&D - UL Solutions

Danan Dou, Chief Technologist - John Deere

Jason Miwa, Director, Engine Power Solutions - Mesa Power Solutions

Graham Conway, Ph.D., Director - Consulting & Advocacy, Pickering Energy Partners

11:00 - 11:45 AM

Power is HOT, But How Should We Think About It?

Beau Egert, Chief Commercial Officer - Conduit Power

Spencer O’Donnell, P.Eng., ERP - Orennia

Josh Martin, Managing Director – Pickering Energy Partners

11:45 AM

Closing Remarks & Lunch

11:45 AM - 4:00 PM

1X1 Meetings Continue Until 4:00 PM