Houston Energy Finance Group/Independent Petroleum Association of America Capital Markets Breakfast Friday, September 15, 2006 Houston Petroleum Club 7:15 am - 9:30 am Join us for a panel discussion for an update of current strategies for energy capital. This event is generously sponsored by Friedman, Billings Ramsey. Our panel includes: • Jeff Robertson, Oil and Gas Equity Analyst, Lehman Brothers • Jim McBride, Managing Director and Head of Structured Oil & Gas Finance, Royal Bank of Scotland • Lee Moncrief, CEO and Co-founder, Moncrief Willingham Energy Advisers, L.P. • Tony Weber, Principal, Natural Gas Partners This event is complimentary for CURRENT members of the Houston Energy Finance Group and IPAA. IF YOU PLAN TO ATTEND, RESERVATIONS MUST BE MADE IN ADVANCE. The charge for accompanied guests of IPAA and HEFG members is $25 per person. Please do not reserve a space unless you plan to attend. This event will be limited to 300 persons. To make a reservation, please call the HEFG reservation line - (713) 982-2073 by noon Friday, September 8, 2006. If you plan to bring a guest, please complete the form below and either mail or fax to B. K. Buongiorno, 1001 McKinney, Suite 801, Houston, TX 77002. Fax - 713-951-9659 by Friday, September 8. If you have questions, please call B.K. at 713-651-1639. ------------------------------------------------------------------------------------------------------------------------------- NAME: ___________________________________________________________________________________ COMPANY: TELEPHONE: _________________________ GUEST(S):__________________________________________________________________________________ COMPANY: __________________________________________________________________________________ Please charge my credit card $________ to cover cost. VISA MC AMEX Account No. __________________________ Exp. Date __________Signature__________________________ SPEAKER BIOS Jeff Robertson, Oil and Gas Equity Analyst, Lehman Brothers Jeffrey W. Robertson joined Lehman Brothers in 2000 and is currently a senior vice president following the mid-capitalization independent oil and gas exploration and production industry. He has been recognized as a Wall Street Journal 'All-Star' three times, twice for stock picking and once for earnings estimates. Prior to joining Lehman Brothers, Jeffrey was affiliated with Salomon Smith Barney and has 16 years of experience covering his sector. He is currently a member of the National Association of Petroleum Investment Analysts. Jeffrey earned a B.S. in Geology from Centenary College of Louisiana, an M.S. in Geology from Texas A&M University, and an M.B.A. from Southern Methodist University. Jim McBride, Managing Director and Head of Structured Oil & Gas Finance, Royal Bank of Scotland Jim McBride is managing director and head of RBS’s North American, Structured Oil and Gas Finance Group located in Houston. He manages a team of professionals focused on providing structured debt financing for the E&P sector, including production payments, development financing, and mezzanine financing. Jim has more than 25 years of experience in the energy and energy finance industry. He began his career as an operations and reservoir engineer at Mobil and later joined Texas Commerce Bank (now J P Morgan Chase) where he served as a Managing Director of the Global Oil and Gas group. Jim holds a B.S. in Engineering from Mississippi State University. He is a member of the Independent Producers Association of America, the Society of Petroleum Engineers, the Houston Producer’s Forum, and The Houston Energy Finance Group. Tony Weber, Principal, Natural Gas Partners Mr. Weber joined NGP in 2004 as Principal and Director of Corporate Finance. He leads the firm's efforts to help its portfolio companies in sourcing, structuring and executing transactions that fulfill their external capital needs. Mr. Weber is an expert at evaluating and applying the full range of debt and equity products available today as well as with custom-tailoring structures to meet specific objectives. He also assists with NGP's transaction evaluation, execution and monitoring efforts. Prior to joining NGP, Mr. Weber was the CFO for Merit Energy Company where he raised in excess of $1 billion of equity commitments from institutional investors and oversaw Merit's financial operations, which included the active management of the company's banking relationships. Before he joined Merit, NGP enjoyed a strong relationship with Mr. Weber from his position as Sr. Vice President and Manager of Union Bank of California's Energy Division in Dallas. During his 14 years as a commercial banker, Mr. Weber was involved in the arranging and financing of more than $4 billion in energy transactions, including senior debt facilities, mezzanine debt structures, project financing and direct equity investments. Mr. Weber received a BBA in Finance in 1984 from Texas A&M University. Lee P. Moncrief, Chief Executive Officer and co-founder, Moncrief Willingham Energy Advisers, L.P. Prior to joining Mr. Willingham on the buy-side in late 1998 to form Moncrief Willingham, he spent some 25 years as an energy investment banker providing M&A advisory service and access to capital markets primarily to late-stage private and small-cap energy companies. Moncrief Willingham is a registered investment adviser with one client, HedgEnergy Master Fund, L.P. HedgEnergy is a long-biased energy hedge fund with a core strategy of identifying and making long-term investments in small- cap energy companies with high annual growth potential, quality management and prudent balance sheets. The fund is structured as a master feeder hedge fund enabling it to accept both offshore and onshore qualified investors. In 1992, Mr. Moncrief established the Principal Financial Securities' ("Principal" - a member of the Principal Financial Group) energy presence in Houston as the managing director of the Energy Group. While at Principal, he built the energy group into a well respected advisor to small-and mid-cap energy companies, and he created the "Small-Cap", "Mid-Cap" and "Large-Cap" indexed Energy Report published monthly by Principal. In 1997 and 1998, prior to his departure to the buy-side, he was a key adviser and participant in over $1.0 billion of M&A advisories, private placements, and public underwritings for private, small- and mid-cap energy companies. Mr. Moncrief has a Business Degree from the University of Texas at Austin, is an active member of IPAA, and is a member of the Board of Directors of the Sam Houston Area Council of the Boy Scouts of America.
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