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

Justin Carlson is the Co-Founder and Chief Strategy Officer at East Daley Capital where he leads the team in realizing the underappreciated potential of data to construct the analysis that moves energy markets. Prior to co-founding East Daley in 2014, Mr. Carlson spent over 15 years in data analysis, energy information and consulting across the energy sector. In his previous roles, Carlson lead 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, Carlson 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. He has a BS in Mechanical Engineering and a MS in Engineering Management from the Colorado School of Mines.

Ryan Smith, Senior Director, Commodity

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, Equity

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.

Andy Ptacek, CPA, Senior Director, Commodity

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, Executive Director, Equity

As East Daley Capital’s Executive Director of Equity, 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.

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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