Welcome
Mike McCleery, Marine Money
Magnus Fyhr, Managing Director, Clarkson Capital Markets

Drilling Market Outlook

• The jackup market in the US Gulf: An indication of what's to come elsewhere?
• The midwater fleet: what's in store for these 100 aging rigs?
• The deepwater fleet – money well spent?
• Opex – the forgotten factor.

Tom Kellock, Head of Consulting & Research, Americas, ODS-Petrodata

Mr. Kellock's presentation is available to conference attendees only, please click here to email Andrea Farrison to request a copy of the presentation

FPSOs in the Gulf of Mexico

• Potential Market in the Gulf of Mexico
• The Regulatory Process - Lessons & Impressions
• Drivers for FPSO Adoption

Jeremy Kennedy, Attorney, DLA Piper

Head Fakes or Pathway to Sustainable Permitting?

• Scenarios and probabilities for the future of permits
• When will we see the 70th permit?

Benjamin Salisbury, Sr. Policy Analyst, Energy & Natural Resources Research, FBR Capital Markets

Robert Mackenzie, Managing Director, FBR Capital Markets

Drilling Panel

• Life in the post-Macondo world
• Newbuild costs
• Contracting trends
• Industry consolidation
• Expectations for Petrobras activity
• Labor issues as the industry expands
• Jackup supply/demand fundamentals

Bill Rose, CEO, Prospector Drilling
Robert Balaguer, Business Development Senior Manager, Sevan Marine Brazil
Steve Meheen, CEO, X-Drill
Mark Keller, Executive Vice President Business Development, Rowan Companies
Paul Bragg, CEO, Vantage Drilling
Fernando Schahin, CFO, Schahin Group
Moderator: Jay Levy, Managing Director, Jefferies & Company

The Lending Market

• What are the parameters for bank lending in the drilling sector? In the supply/support sector?
• Is there sufficient capacity in the bank market given the current orderbook and the level ofanticipated refinancings?
• If not, from where will the money come (ECAs, bonds, equity, etc.)?
• Role, impact and timing of Chinese Banks in the offshore lending market

Barbara Grönquist, SVP / Head of Offshore Americas, DnB NOR

Sjur Agdestein, MD / Global Head Offshore Drilling Group, DVB

Michael Doyle, Managing Director, BTMU Capital Corporation

Athena Wu, Managing Director, Wenz & Associates

Moderator: Larry Rigdon, Consultant & Investor, Rigdon Investments

Private Equity and the Capital Markets

• US Debt and Equity Markets
• Norwegian Debt and Equity Markets
• Private Equity

Niels Lyng-Olsen, Managing Director, Pareto Securities Inc.

Stephen A. Clark, Managing Director, Oil & Gas Investment Banking, J.P. Morgan

Mario Manna, Director, Debt Capital Markets, BNP Paribas

Jonathan Fairbanks, Managing Partner, Global Energy Capital

Moderator: Jamie Bell, Managing Director, Clarkson Capital Markets

The OSV Orderbook - Today and Tomorrow

• Slippage, Cancellation, Deliveries
• What future offshore development will require of the OSV fleet going forward
• Key drivers
• What will future demand require?
• How may (will) this represent a step-change for the industry

Mr. Kenneth Vareide, Director of Operations, NA Maritime, Det Norske Veritas

Offshore Support Vessel Panel

Shane Guidry, CEO, Harvey Gulf International
Todd Hornbeck, Chairman, President & CEO, Hornbeck Offshore Services
Antonio Carlos Thomé, Administrator, Brasbunker Group
Quintin Kneen, CFO, Gulfmark Offshore
Moderator: Benjamin Schupp, Partner, McGlinchey Stafford

Subsea Construction Market Panel

• Ship-owners and contractors in the subsea / offshore construction market: Is it possible to be
  both effectively?
• Impact of and potential for consolidation - What will the Subsea7 merger mean for you?
• Geographic areas of opportunity
• Capital Requirements

Lionel Lee, Managing Director, Ezra Holdings (EMAS AMC)
Alex Vicefield, Zafiro Marine
Terje Tellefsen, Chief Executive Officer, Cecon
Moderator: James Davies, Director, Cambridge Capital Marine Ltd

Investment Opportunities in the Offshore Markets

• Analysts Share their Views on Today's Best Investments

Judson E. Bailey, CFA, Managing Director, Jefferies & Company, Inc.
David Smith, Senior Analyst, Johnson Rice & Company
Douglas Becker, Director, Bank of America/Merrill Lynch
Jeff Spittel, Managing Director, Senior Oilfield Services Research Analyst,
Madison Williams and Company
Moderator: Magnus Fyhr, Managing Director, Clarkson Capital Markets