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Low Carbon Energy Investor Forum 2015

19 May 2015 - 20 May 2015

| £2395

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Low Carbon Energy Investor Forum 2015

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Low Carbon Energy Investor presents its debut senior officers’ conference focusing on the institutional investors’ interests in accessing a wide range of low carbon energy investments.

Join leading investors, fund managers and senior energy executives to discuss recent deals, the market outlook, and other key subjects of debate such as how low carbon investments fit throughout the LP portfolio.

The first day of the forum will review the asset classes of infrastructure and equity investments. The second day will review the opportunities around technologies that support and empower this growing sector, such as energy efficiency and storage.

Register your place today

 

Keynote

 
50+ Speakers Confirmed, Including:

Brian Boyer, Wespath Investment ManagementJohn Chiang, California State TreasurerChristopher Hunt, Riverstone HoldingsRonald Litzinger, Edison InternationalRick Needham, Director, Energy & Sustainability, Google

Janne Peljo, Specialist, Carbon-neutral industry, Sitra, the Finnish Innovation FundAlexandra ReadyChristopher Reim, CDVCA/Innovate NY FundPeter Rossbach, Impax Asset  ManagementOlivier Rousseau, Fonds de réserve pour les retraitesDipender Saluja, Capricorn Investment Group

Co-sponsor:

Impax Asset Management

Associate sponsor:

Antin Solar Investments

 

Dubai Green Economy

 

For speaking and sponsorship opportunities contact:
Tatiana Pengelly, Conference Producer, PEI

T: +44 207 167 2034 | Email: tatiana.p@peimedia.com

*Institutional investors (sovereign wealth funds, pension funds, foundations and endowments) are eligible for a complimentary pass subject to approval. Email tatiana.p@peimedia.com for details.

Customer Service:

London: +44 (0)20 7566 5445 | Hong Kong: +852 2153 3844 | New York: +1 212 633 1073
Email: customerservices@peimedia.com

Attendees profile

Companies confirmed to attend include: 

Abacus Wealth Partners • Amundi Asset Management • Antin Solar Investments • Black Coral Capital • Blackrock • BNP Paribas • CalSTRS • CCM Energy • Fonds de réserve pour les retraites (FRR) • Kaiser Permanente • Google • Impax Asset Management • Innovate NY Fund • Rocky Mountain Institute • San Diego City Employee’s Retirement System • San Francisco Employees’ Retirement System • Sitra – The Finnish Innovation Fund • Sonen Capital • Stanford Management Company • St Paul’s Church Endowment • TIAA-CREF • University of California Retirement System • Wespath Investment Management • Ziegler Asset Management

Day one: Tuesday, May 19

8.00      Registration and  breakfast

8.50      Conference chair opening remarks

Taher Diab, Senior Director, Dubai Supreme Council of Energy 

9.00      Opening Keynote: The state of the energy innovation industry

Ira Ehrenpreis, Co-Founder & Managing Partner, DBL Partners, is a world recognized leader in energy innovation. An enthusiastic supporter of the energy sector, Ira serves on the boards of numerous companies: Tesla Motors, G2X, Imergy, Ogin, and Solexel.

9.45      How low carbon investments fit throughout the LP portfolio

• Ensuring sustainability and profitability in the LP portfolio construction
• Best practices in carbon footprinting and portfolio decarbonization
• How investments in the circular economy can be incorporated in the portfolio
• Navigating the nexus of food, energy, water and the environment in the LP portfolio

Moderator:
Bruno Alves,
 Editor, Low Carbon Energy Investor

Panelists:
David Hood,
Managing Director, Sonen Capital
Divya Mankikar,
Vice President, North America, Trucost

Brian Rice, Portfolio Manager, Corporate Governance, CalSTRS
Cynthia Simon, Senior Manager, Investor Initiatives, CDP North America

10.30    Morning networking break

10.45    LP and GP views on renewable energy infrastructure 

• Analyzing risk return profiles and how to find the right balance
• Addressing increased competition for new energy infrastructure assets, is there a bubble forming?
• Pros and cons of pursuing renewables through a generalist vs. specialist funds
• Deal-flow and fundraising in a changing market
• Comparing exit strategies

Moderator:
Alexandra Moyer Readey, Investment Director, Cambridge Associates
Panelists:

Brian Boyer, Director of Equities, Wespath Investment Management
Steven Hartt, Principal, Meketa Investment Group
Reuben Munger, Managing Partner, Vision Ridge Partners 

Peter Rossbach, Managing Director, Impax Asset Management

11.30    Accessing private equity investments in the US and EU 

• Comparing renewable energy M&A activity in the US and Europe
• Valuations for renewable energy companies
• What is the current availability of acquisition finance (debt and equity)?
• What is the current availability of project debt finance?

Moderator:
Brian Bonlender, Director, Washington State Department of Commerce
Panelists:
Sam Gabbita, Managing Director, Element Partners
Mark Gudiksen, Principal, TPG
Christopher Hunt, Managing Director, Riverstone Holdings

12:15    Luncheon Keynote

Marwan Janahi, Executive Director, EnPark freezone

12:45 Networking Luncheon & roundtable discussions
Investors, fund managers and energy executives will discuss a range of sub-topics in to the low carbon energy sector. Topics may include: solar, wind, biomass, hydro, tidal, natural gas, shale gas, transportation, and cleantech.

14:00 Low carbon investments, valuations, and opportunities in public markets

• Equity market valuations for renewable energy companies
• Yieldcos and Devcos
• Energy efficiency companies
• Low Carbon ETFs
• Asset-backed Securities
• The emerging Green Bond market

Moderator:
Michael Eckhart, Managing Director, Global Head of Environmental Finance, Citi Corporate and Investment Banking
Panelist:
Eyal Bilgrai,
Director, Investments, Sonen Capital

David Richardson, Managing Director, Impax Asset Management
Neil Stein, Portfolio Manager, Levin Capital Strategies
Umberto Tamburrino, Chief Executive Officer, Antin Solar Investments

 

14.45    Climate Change – The new factor becoming mainstream among investors

• How to better utilize capital markets in tackling climate change?
• Analyzing climate change as a financial risk for institutional investors
• Tools and approaches for analyzing and adjusting portfolio carbon exposure
• Benchmarks for public and private low carbon investments

Moderator:
Maria Lettini, Associate Director, Networks and Global Outreach, UNPRI
Panelists:
John Chiang,
California State Treasurer
Janne Peljo, Specialist, Carbon-neutral industry, Sitra, the Finnish Innovation Fund
Olivier Rousseau, Member of the Management Board, Fonds De Reserve Pour Les Retraites (FRR)
Frédéric Hoogveld, Investment Specialist, Low Carbon and Smart Beta Strategies, Amundi Asset Management

15.30 Afternoon Networking Break

15.45   Presentation: Electric Utilities Adapting to the Low Carbon Economy

Utility companies are currently facing unprecedented challenges as the power market adapts to trends in decarbonization and an increased focus on energy efficiency.

• Analyzing modern utilities revenue regulation and decoupling
• Utility companies adapting to more distributed generation coming onto the grid
• The investors’ appetite for utilities companies in the portfolio
• Utilities working with investors as partners and not third-party clients

Moderator:
Taher Diab, Senior Director, Dubai Supreme Council of Energy

Speakers:
Hubert Frederic, Managing Director, Amundi Asset Management
Ronald Litzinger, Executive Vice President, Edison International & President, Edison Energy

16.30    The race for clean energy and innovation leadership in developing nations

• How will developing nations find solutions to bridge their giant clean energy investment gap?
• Renewables competing in emerging markets without subsidies, with some reaching grid parity
• How clean energy has become one of the key sources of growth for developing economies
• The race for cleantech leadership, and how can both large and small developing countries get a piece of the pie?

Moderator:
Tomakin Archambault, Managing Director and CEO, GSSG Solar
Panelists:

Xavier Helgesen, Chief Executive Officer, Off.Grid:Electric
Brian O’Hanlon, Director, Renewable Energy and Sustainable Development, Overseas Private Investment Corporation
René Maingot van Beers, Chief Executive Officer, Thermion Energy

 

17.15    Day 1 closing remarks

17.30    Networking reception

The agenda is subject to changes or alterations. For the most up-to-date details, click here to register your interest.

 

Day two: Wednesday, May 20

8.00      Registration and continental breakfast

8.50      Welcome remarks by conference chair
                Noah Deich, Founder, Center for Carbon Removal

9.00      Presentation: North America’s low carbon energy market update

• Addressing shale gas as a solution or as an obstacle towards reaching a low carbon economy – will plummeting oil prices have an impact?
• Will financial innovations such as yieldcos, REITs, MLPs, PACE, securitization and green bonds be able to continue growing as tax credits expire and credit becomes pricier?
Will the end of tax credits in the U.S.  affect investors’ appetite  or will it help stabilize the market?
• Would eliminating the PTC and ITC in exchange for with The Master Limited Partnerships Parity Act (MLPPA) provide a better scenario for investors?

Moderator:
Noah Deich, Founder, Center for Carbon Removal

Speakers:
Mike Carr,
Principal Deputy Assistant Secretary, Office of Energy Efficiency and Renewable Energy, US Department of Energy
Daniel Matross, Trade Commissioner for Science and Technology for Sustainable Technologies, Consulate General of Canada

9.40      Corporate capital – fueling change in the low carbon energy landscape

Over the last year, over 1 GW has materialized in renewable energy due to corporate capital. Discover:
• How corporate capital is emerging as a key player in the renewable energy market
• Compare and contrast different profiles of corporations and reasons to join the low carbon economy
• Analyze typical transactions and the range of sources of capital
• How can businesses find the best solutions to overcome barriers in the renewable transactions market?

Moderator:
Hervé Touati, Managing Director, Rocky Mountain Institute
Panelists:
Graham Beatty, Director, Poseidon Water
Ramé Hemstreet, Vice-President for Operations and Chief Sustainable Resources Officer, Kaiser Permanente
Rick Needham, Director, Energy & Sustainability, Google

10.20    Morning networking break

10.40    Cleantech: Lessons Learned, Shaping and Defining the Future Direction

• Key takeaways and lessons learned from prior investments
• Are LPs currently missing the opportunity on cleantech?

•  Proven technologies vs new technologies- which offers the best opportunities to LPs?
• How LPs can work best with emerging managers?
• LP exit and divestment strategies in low carbon investments

Moderator:
Liqian Ma, Private Investments Director, Cambridge Associates
Panelists:
J. Stephan Dolezalek, Managing Director, VantagePoint Capital Partners
Dhritiman Hui, Director, Investments, BW Ventures
Murray McCaig, Managing Partners, ArcTern Ventures
Jake Saper, Investor, Emergence Capital

11.20    Investments in Energy Efficiency and Storage

Energy efficiency and storage have the potential to be not only disruptive technologies, but complete game changers in a world that is struggling to reach its low carbon potential.

• How can investments in energy efficiency and storage create opportunities for impact investing?
• How can the institutional investor access these segments while scaling investments to the size that they require?
• Accessing the possibilities for achieving energy efficiency in every industry
• Energy storage growing in every segment of the market, from the household level to industrial scales

Moderator:
Denver Dale, Chief Executive Officer, OnPoint Capital
Panelists:
Bill Campbell, Head of Structuring & Sustainability, Equilibrium Capital
Mike Gordon, CEO, Joule Assets
Bernays T. (Buz) Barclay, Managing Partner, Rimon, P.C.

 

12.00    The Role of Flexible Capital in the Low Carbon Economy

• The role of the family office, investment firms, evergreen and permanent funds as sponsors for energy innovation
• The best investment scenarios for flexible capital within the low carbon economy
• Can increased flexibility provide a competitive advantage in accessing low carbon investments?
• How flexible capital can fill the energy investment gap in the small and middle-markets

Moderator:
Lee Bailey, Managing Director, US Renewables Group 
Panelists:
Michael Bishop,
Senior Associate, Black Coral Capital
Dhritiman Hui, Director, Investments, BW Ventures
Dipender Saluja, Managing Director, Capricorn Investment Group

12.40    How renewable energy and clean-tech can revolutionize the real estate market

• Analyzing the valuable opportunities that renewable energy can offer to property owners and REITs
• Explore how increased energy efficiency combined with access to distributed power generation can support property owners with increasing NOI
• Discover how green construction materials, processes and business models can reduce valuable time and expenses
• How can property owners take advantage of both local (California) and nation-wide tax credits?

Moderator:
Bruno Alves, Editor, Low Carbon Energy Investor

Panelists:
Josh Green, Managing Partner, CCM Energy
Lane Sharman, Management Consultant, Solana Energy & Co-Founder and Chair, San Diego Energy District Foundation
Drew Torbin, CEO & Founder, Black Bear Energy
Uday Varadarajan, Principal, Climate Policy Initiative

13:20     Conference chair closing remarks: What is next for carbon removal strategies?

Noah Deich, Founder, Center for Carbon Removal 

13:30     Networking Luncheon

14:45     Conference Concludes

The agenda is subject to changes or alterations. For the most up-to-date details, click here to register your interest.

Alex-Readey_130
Alexandra Moyer Readey

Investment Director
Cambridge Associates

Bernays-Barclay_130w
Bernays T. (Buz) Barclay

Managing Partner
Rimon, P.C.

Bill-Campbell_130
Bill Campbell

Head of Structuring & Sustainability
Equilibrium Capital

Bonlender Brian
Brian Bonlender

Director
Washington State Department of Commerce

Brian-Boyer_130
Brian Boyer

Director of Equities
Wespath Investment Management

BrianOHanlon_130
Brian O’Hanlon

Director, Renewable Energy and Sustainable Development
OPIC

Brian-Rice_130
Brian Rice

Portfolio Manager, Corporate Governance
CalSTRS

Bruno Alves
Bruno Alves

Editor
Low Carbon Energy Investor

Christopher-Hunt_130
Christopher Hunt

Managing Director
Riverstone Holdings

Cynthia-Simon_130
Cynthia Simon

Senior Manager, Investor Initiatives
CDP North America

Daniel-Matross_130
Daniel Matross

Trade Commissioner for Science and Technology for Sustainable Technologies
Consulate General of Canada

David Hood
David Hood

Managing Director
Sonen Capital

David-Richardson_130
David Richardson

Managing Director
Impax Asset Management

Denver-Dale_130
Denver Dale

Chief Executive Officer
OnPoint Capital

Dhritiman Hui
Dhritiman Hui

Director, Investments
BW Ventures

Dipender-v2_130
Dipender Saluja

Managing Director
Capricorn Investment Group

Divya-pic
Divya Mankikar

Vice President
Trucost

Drew-Tobin_130
Drew Torbin

CEO & Founder
Black Bear Energy

Eyal Bilgrai
Eyal Bilgrai

Director, Investments
Sonen Capital

MaleSilhouette_130
Frédéric Hoogveld

Investment Specialist
Amundi Asset Management

Graham-Beatty_130
Graham Beatty

Director
Poseidon Water

herve_touati
Hervé Touati

Managing Director
Rocky Mountain Institute

Frederic-Hubert_130
Hubert Frederic

Senior Vice President
Amundi Private Equity Funds

Ira-Ehrenpreis-this-one-82x82
Ira Ehrenpreis

Managing Partner
DBL Partners

Untitled
Jake Saper

Investor
Emergence Capital

Janne-Peljo_130
Janne Peljo

Specialist, Carbon-neutral industry
Sitra, the Finnish Innovation Fund

john_chiang_130
John Chiang

CA State Treasurer

Josh-Green_130
Josh Green

Managing Partner
CCM Energy

Lane Sharman
Lane Sharman

Management Consultant, Solana Energy; Co-Founder
San Diego Energy District Foundation

USRG Portraits
Lee Bailey

Managing Director
US Renewables Group

Liqian-Ma_130
Liqian Ma

Senior Investment Director
Cambridge Associates

Maria Lettini
Maria Lettini

Associate Director, Networks and Global Outreach
UNPRI

mark-gudiksen130
Mark Gudiksen

Principal
TPG

Marwan-Abdulaziz_130
Marwan Abdulaziz

Executive Director of EnPark
Founding Member of the Dubai Green Economy Partnership

Michael-Bishop_130
Michael Bishop

Senior Associate
Black Coral Capital

Michael-Eckhart_130
Michael T. Eckhart

Managing Director and Global Head of Environmental Finance and Sustainability
Citigroup

Mike-Carr_130
Mike Carr

Principal Deputy Assistant Secretary
Office of Energy Efficiency and Renewable Energy, US Department of Energy

Mike-Gordon_130
Mike Gordon

Chief Executive Officer
Joule Assets

Murray-McCaig_130
Murray McCaig

Managing Director
ArcTern Ventures

MaleSilhouette_130
Neil Stein

Portfolio Manager
Levin Capital Strategies

Noah Deich
Noah Deich

Founder
Center for Carbon Removal

Olivier-Rousseau-High-Res_130
Olivier Rousseau

Member of the management board
FRR - Fonds de réserve pour les retraites

Peter-Rossbach---High-Res_130
Peter Rossbach

Managing Director
Impax Asset Management

Rame-Hemstreet_130
Rame Hemstreet

Vice President, Operations & Chief Sustainable Resources Officer
Kaiser Permanente

Rene Maingot
René Maingot van Beers

Chief Executive Officer
Thermion Energy

Rueben-Munger_130
Reuben Munger

Managing Partner
Vision Ridge Partners

Rick-Needham_130
Rick Needham

Director, Energy & Sustainability
Google

Ron-Litzinger_130
Ronald Litzinger

Executive Vice President
Edison International & President, Edison Energy

Sam-Gabbita_130
Sam Gabbita

Managing Director
Element Partners

HeadShoulders Silhouette CROPPED
Srinath Narayanan

Managing Partner
Technology Square Partners

Stephan_Dolezalek_130
Stephan Dolezalek

Managing Director
VantagePoint Capital Partners

Steve-Harrt_130
Steven Hartt

Principal
Meketa Investment Group

MaleSilhouette_130
Taher Diab

Sr. Director & Secretary General
EEA, Supreme Council of Energy

Tomakin Archambault
Tomakin Archambault

Managing Director and CEO
GSSG Solar

Uday-Varadarajan_130
Uday Varadarajan

Principal
Climate Policy Initiative

tamburrino
Umberto Tamburrino

Chief Executive Officer
Antin Solar Investments

Xavier-Helgesen_130
Xavier Helgesen

Chief Executive Officer
Off.Grid:Electric

Co-sponsor:

Impax Asset Management

Impax Asset Management is an award winning, leading investment manager dedicated to investing in the opportunities created by the scarcity of natural resources and the growing demand for cleaner, more efficient products and services, through both listed and private equity strategies.

We manage ca. US$4.6 billion (£2.9 billion) for institutional and high net worth investors globally, and are committed to providing strong long-term risk-adjusted returns. 

Impax’s listed equity funds seek out mis-priced companies that are set to benefit from the long-term trends of changing demographics, urbanization, rising consumption, and the resultant increases in resource scarcity. Investment is focused on a small number of deeply researched global equity strategies across alternative energy, energy efficiency, water, waste, food and agriculture related markets.

Impax’s private equity infrastructure funds follow an operationally focused, value-add strategy, investing in renewable power generation and related assets throughout Europe. The Climate Property Fund focuses on developing sustainable and energy efficient commercial property, primarily in the UK, adding synergistically to Impax’s wider real asset investment strategy within private markets.

www.impaxam.com


Associate sponsors:

Antin Solar Investments

Antin Solar Investments (“ASI”) is the Italian renewable investment platform of Antin Infrastructure Partners, a leading European private equity firm focused on infrastructure investments (e.g. energy, transportation, telecom and social infrastructures).

Established in 2011, ASI has built-up a sizeable portfolio of large solar ground-mounted plants totalling c. 77MW, thus emerging as one of the prominent players in the Italian PV market.

ASI has recently completed a €165m landmark debt refinancing. The transaction comprised an innovative debt package merging features of a banking facility with those of a bond issue (provided by four leading institutional investors). It was the first project bond in Italy and one of the first hybrid transactions in the European renewable sector. The refinancing incorporated seven ASI plants under one umbrella structure, whereas previously the plants were financed on an individual basis.

ASI has now reached an unique market positioning to potentially act as platform for growth in the renewable space.

www.antinsolar.com


 

Dubai Green Economy

 

The Dubai Green Economy Partnership (Dubai GEP)

The Dubai Green Economy Partnership (Dubai GEP), launched by Shaikh Hamdan bin Mohammed bin Rashid Al Maktoum, Crown Prince of Dubai, leads partnerships and innovative clean technologies centred on innovation, development and smart technologies that support the Dubai Plan 2021.

The Dubai Green Economy Partnership stimulates the growth of a green and sustainable economy in the Dubai and strengthens the Emirate’s position as a leader in the transition to a green economy. Its strategy is to promote cooperation among its founding members and a sustainable business framework that depends on three key pillars: 1) a green economy innovation centre, 2) a gateway for green investment and trade, and 3) an effective communications strategy.

Dubai GEP highlights Dubai’s vision and achievements in the area of energy and showcase new business opportunities arising from the transition to a green economy in Dubai.


Leading fund managers, service providers and utilities producers are invited to support this important sector by sponsoring the forum.

For complete details, please contact the conference producer, Tatiana Pengelly at tatiana.p@peimedia.com or call +44 207 167 2034.

JW Marriott San Francisco Union Square Hotel

JW Marriott Union Square

At Marriott’s most elegant and luxurious brand, little touches add up to exceptional experiences. JW Marriott luxury hotels and resorts provide business and leisure travellers with simple elegance, an inviting atmosphere, and a deluxe level of comfort and personal service on their terms.

Address: 515 Mason Street, San Francisco, CA 94102, United States

Phone: +1-415-771-8600


Accommodation

The JW Marriott San Francisco Union Square will provide special room rates and accommodations to the participants of the Low Carbon Energy Investor Forum.

Rates: 369.00 USD per room/night

Special room rate reservations are only available until April 27th

Click here to reserve your room


Travel Details

United Airlines is pleased to offer special travel rates to attendees of the Low Carbon Energy Investor Forum 2015.

For complete details, please contact the conference producer, Tatiana Pengelly at tatiana.p@peimedia.com or call +44 207 167 2034.

To register, simply scroll to the bottom of this page and select the number of Forum places you would like to purchase.

Alternatively, contact our customer service team directly, via email, or call London: +44 (0)20 7566 5445 | New York: +1 212 633 1073 | Hong Kong: +852 2153 3844

Details

Start:
19 May 2015
End:
20 May 2015
Cost:
£2395

Organizer

PEI
Phone:
+44 (0) 20 7566 5444
Email:
customerservices@peimedia.com
Website:
www.thisispei.com

© PEI Media 2016