28 February 2014

8:30      Registration and welcome coffee

8:50      Opening address from the Chair

Peter Strachan, Editor, StockAnalysis

KEYNOTE ADDRESSES

9:00 Make or Break: ESG risk analysis for unconventional oil and gas investments

  • Improving the understanding of risk through research, stakeholders engagement and industry working groups
  • Strategies to enable unconventional oil and gas companies to align with investor ESG requirements
  • Identifying low risk regions and companies for unconventional gas investment

Ian Woods, Head of Environmental, Social and Governance Research, AMP Capital Investors

9:40 Spotlight presentation: IPB Petroleum

Brendan Brown, Managing Director, IPB Petroleum

Panel discussion

10:10      What is the investment appetite for Australian oil and gas projects?

  • How do investors view the potential for oil and gas projects in Australia?
  • What is the investor’s view on shifting regulatory requirements regarding 
    gas development?
  • What are the critical steps that gas companies have to take to win investment?

Julian Babarczy, Portfolio Manager, Regal Funds Management

Jim Copland, Investment Director - Small Caps, Industry Funds Management

Gavin Wendt, Founding Director and Senior Resource Analyst, Minelife

10:50      Morning tea

DISCOVERING AND DEVELOPING COMMERCIALLY ATTRACTIVE RESOURCES

11:20     Evaluating the most highly prospective gas development regions in
              Australia

  • Charting Australia’s commercially viable offshore gas resources
  • Understanding Australia’s basins: onshore potential and the make-up of shale,
    coal bed and tight sand resources
  • Examining the development of new projects in highly prospective regions and
    their potential for investors

James Johnson, Deupty CEO and Chief of Energy Division, Geoscience Australia

12:00 Spotlight presentation: Central Petroleum

Richard Cottee, Managing Director and CEO, Central Petroleum

12:30      Networking lunch

INVESTMENT OPPORTUNITIES IN AUSTRALIAN OIL & GAS

13:30 Spotlight presentation: Advent Energy

David Breeze, Executive Director, Advent Energy

14:00     How investors can capitalise on exploration opportunities within the
              Eastern Australian gas market

  • An overview for the potential for expanding gas supply in Eastern Australia 
    through exploration and development
  • Commercial parameters required for shale gas to become part of the to supply
    mix in Australia
  • Assessing local capital and operating cost conditions relative to successful
    development in the U.S.

Peter Strachan, Editor, StockAnalysis

14:40      Afternoon tea

IMPROVING THE EXPLORATION AND DEVELOPMENT OF UNCONVENTIONAL GAS RESOURCES

15:10     Challenges and opportunities in accessing new sources of 
              unconventional gas for domestic use

  • Outlining community and environmental concerns with shale, CSG and tight
    sands gas extraction
  • What are the challenges for policy makers in avoiding overlapping regulation
    at the state and federal level
  • Ensuring regulation is effective in protecting the environmental protection and
    mitigating ground water contamination threats
  • Potential scale of supply increases and the benefits to consumers, exporters,
    manufacturing and job creation

Prof. Peter Cook, Chairman of the Unconventional Gas Expert Working Group, Australian Council of Learned Academics

15:50     Analysing alternative land access agreements to facilitate the

              development of coal seam gas projects in New South Wales

  • Overview of the area where there is potential for CSG development in NSW
  • Reviewing the regulatory outlook for CSG development in NSW
  • Outlining the potential for mutually beneficial land access agreements

Rachel Connell, Director, NSW Office of Coal Seam Gas

16:30      Closing remarks from the Chair

16:40      Close of conference