Forum Agenda

Wednesday, 26 May 2004 — Four Seasons Hotel Houston

7:00-12:00 p.m.
Registration & Continental Breakfast
Four Seasons Hotel Houston

8:00-8:30 a.m.
“Welcome to the Workbench”
An Introduction to Private Capital and this Forum’s Master Toolsmiths
Forum Hosts:
Oil and Gas Investor and
COSCO Capital Management LLC

8:30-10:00 a.m.
Panel 1: “Building Strong Foundations”
Beneficiaries of Private Capital Showcase Their Successes
Formal Presentations:
Antero Resources Corporation
Bravo Natural Resources, Inc.
Caledonia Oil & Gas Limited
Centurion Exploration Company LLC
Peak Energy Resources, Inc.

10:00-10:30 a.m.
Refreshment/Networking Break

10:30-12:00 p.m.
Panel 2: “One Old Saw, Three Teeth, and a Blade”
Diverse Capital Sources Introduce Themselves
Formal Presentations:
Energy Trust Partners LP
Goldman Sachs E&P Capital
Petrobridge Investment Management LLC
Prudential Capital Group
Riverstone Holdings LLC

12:00-1:30 p.m.
Luncheon and Keynote Address
“Thinking Outside the Toolbox”
The Race for the Presidency
William Kristol,
Editor, The Weekly Standard, Washington DC

1:30-3:00 p.m.
Panel 3: “Old Blueprints—Good and Bad!”
Private Capital on What Worked, What Didn’t
Question & Answer:
EnCap Investments L.P.
First Reserve Corporation
Kayne Anderson Capital Advisors, L.P.
Quantum Energy Partners
Warburg Pincus LLC

3:00-3:30 p.m.
Refreshment/Networking Break

3:30-5:00 p.m.
Panel 4: “Building for Tomorrow”
Financial Architects Foretell Energy’s Future
Question & Answer:
Greenhill Capital Partners LLC
Lime Rock Partners
Morgan Stanley Private Equity
Natural Gas Partners
SCF Partners

5:00-6:30 p.m.
Networking Reception & Roundtable
“BYOT: Bring Your Own Tools!”