No One Should Be Surprised By a Knowable Event

East Daley Capital is an energy assets research firm that exposes the complex risks in the midstream energy market. In addition to using top-level financial data to predict a company’s performance, East Daley delivers asset-level analysis that provides comprehensive, fact based intelligence. Supported by a team of unbiased, experienced research analysts, East Daley provides its clients unparalleled insight into how midstream companies operate and generate cash flow. East Daley uses publicly available fundamental data and intersects that data with a company’s reported financials to break midstream companies down to asset level cash flows. The result allows for more informed portfolio decisions.

East Daley consists of a diverse team of experienced analysts with deep intelligence and broad knowledge of the energy financial industry.

Jim Simpson, Founder and Chief Executive Officer

As CEO and co-founder, Jim launched East Daley Capital to disrupt a market by driving transparency in energy commodity and capital markets. On this mission, East Daley Capital has become the go-to, trusted source for the most accurate and detailed North American energy expertise by connecting micro-level commodity data with macro-level capital market insights. Jim commonly refers to this as “connecting the molecules to money.” As a 23 year veteran of the energy industry, Jim’s experience analyzing and managing energy information and commodity risk for the gas and power industries has enabled him to understand the complex market dynamics that create market events. As a former co-owner and executive at BENTEK Energy, Jim built and led the research group that pioneered the standard for today’s natural gas supply and demand analytics. Bentek Energy was sold to Platts/S&P Global in 2011. Earlier in his career, he spent extensive time at Enron modeling large structured transactions in both gas and power, as well as trading natural gas.

Jim was recognized as one of 50 executives in the Denver Business Journal’s 2019 Who’s Who in Energy. He has spoken at numerous industry events including LDC Gas Forums, the BENTEK Natural Gas Conference, TPH’s Hotter ‘N Hell Energy Conference and the Energy Information Administration National Convention. He has also been quoted for his energy industry expertise in several publications such as Natural Gas Intelligence, Platts, The Denver Post and Hart Energy and has authored articles on the energy financial market in publications Oil&Gas Journal, Oil&Gas Financial Journal and Seeking Alpha. Jim also currently serves on the Board of Directors at Navarik Corp.

Justin Carlson, Co-Founder and Chief Strategy Officer

Justin is the Co-Founder and Chief Strategy Officer of East Daley Capital. With a passion for strategy and deep expertise in oil and gas market supply and demand, Justin co-founded East Daley Capital to creatively transform data and information into market moving knowledge and wisdom to drive client success. In his role as CSO, Justin oversees the strategy for developing products and analysis that drive transparency in energy capital and commodity markets. He is the creator of Dirty Little Secrets, an industry game-changing annual report which breaks down companies by asset and provides market insights and due diligence across the entire energy market ecosystem. Prior to co-founding East Daley Capital, Justin spent over 15 years in data analysis, energy information and consulting across the energy sector. He led the natural gas analytics team for Platts Analytics and was a senior member of the leadership team for Bentek Energy, which was acquired by Platts in 2011. During his time with Platts/Bentek, he helped execute numerous transformational market studies and led the development of hundreds of customized analyses regarding asset acquisitions, strategic planning, development projects and other market events in the oil, gas and natural gas liquids’ sectors.

Justin has spoken at numerous industry conferences including the Marcellus Utica Midstream Conference, LDC Forums, and DUG, and has been quoted in publications such as Barron’s Midstream Business, Natural Gas Intelligence, and Wall Street Journal. He has also authored articles on the energy financial markets for Forbes, Oil and Gas Journal, and Seeking Alpha. Justin has a BS in Mechanical Engineering and a MS in Engineering Management from the Colorado School of Mines.

Kerry Nagle, Chief Operating Officer

As Chief Operating Officer at East Daley Capital, Kerry is focused on facilitating the development of a high performing team through different stages of growth, designing organizational infrastructure to ensure scalability and efficient performance, while leading several of the company’s strategic initiatives. She is a change agent with a strategic view of people as the most valuable asset to drive strategy and execute on company vision, goals, and KPIs and ultimately client success. Kerry has over 15 years of experience orchestrating business transformations, establishing operational excellence, championing corporate development initiatives and building teams, cultures, and infrastructures that produce results. Prior to East Daley Capital, Kerry spent more than 10 years in the digital advertising space with companies such as Advertising.com (acquired by AOL) and Millennial Media (NYSE: MM). With experience on both the buy- and sell-side of acquisitions, Kerry also led comprehensive due diligence efforts at Millennial Media, its IPO in 2012, as well as the successful integration of a $200M competitive stock acquisition. She has a proven track record of translating corporate strategy into operational and financial success for diverse sectors including AdTech, EdTech, and FinTech.

Lee M. White, CPA, Chief Financial Officer

Lee oversees the accounting, budgeting and strategic financial planning for East Daley Capital. Her expertise includes accounting, strategic, administrative and leadership talents gained from over 20 years of experience in controllership and public accounting. Prior to joining East Daley Capital, she was the U.S. Group Controller at a large oil and gas service company where she managed accounting for the company’s five US entities and oversaw the financial reporting. She also was involved in providing information for the public filing for the company’s largest operating group. Lee graduated with a bachelor’s degree in economics from the University of Iowa and obtained her CPA certification after doing accounting coursework at Drake University. She is a member of the American Institute of Certified Public Accountants (AICPA).

Kimberly Ward, Vice President, Advisory Services

Kim is Vice President of Advisory Services at East Daley Capital where she leads a select team of experienced analysts with deep intelligence and broad knowledge of the commodity and capital markets within the energy industry. Kim and her team focus on providing custom, detailed studies to determine risks, opportunities and challenges as they relate to asset acquisition and investment, asset and market due diligence, competitive landscapes and strategic planning. Kim brings over 30 years of experience in the energy industry with particular expertise in commodity marketing and fundamental analysis. Her diverse background includes helping hundreds of clients successfully execute transactions and adjust strategies through some of the most dynamic times in the energy market to enable successful outcomes. She has worked in commodity marketing and asset optimization for companies such as Enron, Anadarko, SM Energy and SMLP, and also led the consulting, crude oil, and NGL analytics teams at Bentek Energy as a member of the senior leadership team. Kim holds a BBA in Accounting from Delta State University and is a licensed CPA in the state of Texas.

Rob Wilson, CFA, Executive Director, Capital Markets

As East Daley Capital’s Executive Director of Capital Markets, Rob manages a team of equity analysts covering midstream energy companies to provide financial models at the asset level. As a foundational team member at East Daley Capital, Rob’s expertise in financial analysis, financial metrics, energy CapEx and M&A helps clients understand the energy market landscape by giving them timely data to make better decisions ahead of the market and gain a competitive advantage. He has over 17 years of financial market expertise and previously served as Lead Analyst on the Acquisitions and Dispositions team at DCP Midstream. He also worked in the commercial banking sector at Merrill Lynch and led risk management consulting projects for financial services firms while at Protiviti.

 

Rob has spoken at several energy industry conferences including EnerCom, Marcellus-Utica Midstream Conference and Deutsche Bank Conference, and has been quoted for his market expertise in publications such as Oil & Gas Financial Journal and Midstream Business Magazine. He graduated from the University of Wisconsin-Madison with a bachelor’s degree in Finance and earned the CFA designation in 2016.

Matt Lewis, CFA, Senior Director, Commodity

As Senior Director of Equity at East Daley Capital, Matt specializes in analyzing natural gas and oil fundamentals including supply, demand, pipeline flows, and financials at the asset level. This includes researching specific gathering and processing systems and pipelines and understanding the contracts behind them as well as the flow volumes and throughputs of these systems. In addition, he understands the financial side of assets, which paired with supply and demand fundamentals, drive very detailed risk and upside analysis. Matt is one of the foundational team members at East Daley Capital and brings a wealth of expertise in the areas of natural gas and crude oil market dynamics, natural gas pipeline contracts and infrastructure and FERC Process and Regulation.

 

Matt has spoken at several energy industry conferences including EnerCom, Bank of America Conference, LDC Gas Mid-Continent Forum and Steeple Nicolas Energy Conference. He has also been quoted in Reuters, Natural Gas Intelligence, S&P Global Platts and other industry publications for his market expertise. He graduated from the University of Denver with a Master of Arts degree in Global Finance, Trade and Economic Integration, a program that focuses on the complex changes in the global economy, including the emerging patterns of financial, trade and human capital flows and their effect on sectors and economies.

 

Ryan Smith, Senior Director, Commodity

Ryan Smith is a Senior Director of Commodity at East Daley Capital , responsible for oil and gas production analysis and midstream fundamentals. He has eight years of industry experience analyzing commodity research and managing oil field operations. Prior to East Daley, Mr. Smith developed a keen interest for oil & gas supply forecasting as a Senior Energy Analyst at Bentek Energy. He conducted basin-level and project-specific forecasts that determined outcomes for Bentek’s price forecasts and consulting recommendations. Prior to Bentek, he gained oilfield experience by monitoring lease compliance, well performance, and workovers as a project director. Ryan participates in a family-owned oil & gas production company in Colorado and Nebraska, which specializes in marginal well optimization and acquisitions. Mr. Smith received a B.S. in Business Administration from Colorado State University.

Andy Ptacek, CPA, Senior Director, Commodity

As East Daley Capital’s Senior Director of Commodity, Andy is focused on synthesizing data and information from E&P and midstream companies to quantify the impact on the energy sector and provide faster, more accurate answers for investors. As an early member on the East Daley Capital team, Andy pioneered many of the original modeling efforts for both detailed company financials and commodity markets to bring a holistic view of the opportunities and risks. He has over 10 years of experience helping E&P and midstream companies and investors achieve their business objectives. Prior to joining East Daley Capital, Andy was a Senior Consultant with Agility Solutions, a business management consulting firm, where he provided accounting services for multiple Denver-based E&P and midstream companies. Andy is a licensed CPA in the state of Colorado and a licensed Project Management Professional. He has a Bachelor of Science degree in Business Administration from Kansas State University.

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DISCALIMER:

East Daley Capital Advisors makes no warranty, expressed or implied, as to the use of any information contained in this email in connection with the rating of commodities, equities, futures, options, or any other use. East Daley reports and the information and analysis included do not constitute investment advice or a recommendation to enter into any securities transaction. Each customer must make its own determination as to whether an investment is appropriate for that customer based upon its own investment objectives, risk tolerance, financial situation and other individual facts and circumstances. East Daley Capital is not recommending or endorsing any specific security or investment strategy. Each customer should conduct research and perform a thorough investigation as to the characteristics of any securities that it intends to purchase.

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