No One Should Be Surprised By a Knowable Event

Colorado Companies to Watch 2018 WinnerEast 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.

Executive Team

Jim Simpson, Founder and Chief Executive Officer

Jim Simpson pioneered the standard for today’s natural gas supply and demand analytics, building the research group of BENTEK Energy prior to selling that business to S&P Global. Jim has over twenty years of experience analyzing and managing energy information and commodity risk in both the gas and power industries. He is now President and owner of East Daley Capital – an energy information and insights firm redefining how markets view risk for midstream and E&P companies. Simpson started his career at Enron where he modeled large structured transactions in both gas and power as well as traded natural gas. Jim has also held positions with MarkWest Hydrocarbon, Eprime and S&P Global Platts.

Justin Carlson, Co-Founder and Chief Strategy Officer

Carlson has over 10 years of experience in data analysis, energy information and consulting across the energy sector. Prior to launching East Daley, Carlson was a senior manager at Platts, a division of McGraw Hill Financial, which acquired Bentek Energy, where he was senior member of the leadership team. During his time with Platts/Bentek, Carlson helped execute numerous transformational market studies and led the development of hundreds of customized analysis regarding asset acquisitions, strategic planning, development projects and other market analysis in the oil, gas and natural gas liquids sectors. In his most recent role with the company, he managed the North American Natural Gas Analytics Team responsible for distribution of dozens of publications weekly as well as the development and maintenance of data and models.

Ryan Smith, Senior Director of Research

Ryan Smith is a Research Director at East Daley Capital Management, responsible for oil & 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.

Matt Lewis, CFA, Senior Director of Financial Analysis

Matt is a Seeking Alpha contributor where he has authored a dozen articles with more than a hundred thousand page views focused on fundamental valuation and competitive strategy. Lewis previously worked for TD Ameritrade in credit risk and with Agility Solutions as a business consultant. He graduated from the University of Denver with a Master of Arts 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.

Andy Ptacek, CPA, Senior Director of Research

Andy graduated from Kansas State University with a Bachelor of Science in Business Administration, majoring in accounting. Ptacek is a licensed CPA in the state of Colorado and a licensed Project Management Professional. He also serves on the Board of Directors for the Colorado chapter of the Council of Petroleum Accountants Societies. Prior to joining East Daley Capital, Ptacek was a Senior Consultant with Agility Solutions, a business management consulting firm. There he provided accounting services for multiple E&P and midstream companies headquartered in Denver.

Rob Wilson, CFA, Senior Director of Research

Rob is responsible for modeling midstream companies at the asset level and quantifying the financial impact. Prior to East Daley, Wilson worked as lead analyst on the acquisitions and dispositions team at DCP Midstream. He also spent time working on various asset level analysis, contract dispute negotiations, and other financing-related projects within the CFO organization. Before DCP Midstream, Wilson worked in the commercial banking sector at Merrill Lynch and led risk management consulting projects for financial services firms while at Protiviti. Wilson graduated from the University of Wisconsin-Madison with a bachelor degree in Finance and earned the CFA designation in 2016.

Tobin Hamer, Head of Business Development

Tobin has over 20 years of sales and marketing experience across multiple industries including finance, manufacturing and education technology. At East Daley, Tobin’s principal focus is to generate revenue through new client acquisition, actively look for opportunities to drive client success and foster strategic partnerships. Tobin earned his undergrad at Indiana University, completed graduate work at Kellstadt Graduate School of Business and is the recipient of numerous sales performance awards. He spends his free time hiking and sailing with his wife and two daughters and occasionally races vintage sports cars.

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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