Financing a Sustainable Future
Day 1 Agenda – Tuesday, October 25, 2022
- 8:00 am Conference Registration and Networking Breakfast
- 8:55 am Chair's Welcome and Opening Remarks
- 9:00 am KEYNOTE The Role of Gas in the Energy Transition
Hannah Badrei, Energy Supply Advisory,
- 9:30 am PANEL DISCUSSION A Broad View of US Markets
— What is the impact of extreme global commodity volatility and the energy crisis in Europe?
— How is inflation impacting the market?
— The Energy Transition evolution—Short- and long-term impacts
— Grid Investment – how do we maintain grid reliability while upgrading existing infrastructure and keeping rates affordable?
— How can the power market achieve zero emissions, and what trends are spurring the market forward? What is natural gas’ role in a zero-emissions future?
— ESG – how is it advancing the push for renewables? What impact will “greenwashing” have on this trend moving forward?
— Impact of increased solar and wind project capacity
William Bond, Head of North American Infrastructure and Power, Rothesay Asset Management
Darren Olagues, CFO, GenOn Energy
- 10:30 am Networking Break
- 11:15 am North American Power Industry Outlook
— State policy in the spotlight as Federal tax credits roll off
— How long will strong weather-adjusted load growth continue?
— Fuel price volatility surges as global markets tighten
— Resource mix
— Tackling the resource adequacy conundrum
Morris Greenberg, Senior Manager, North American Power Analytics, S&P Global Commodity Insights
- 11:45 am Real-World Implications of Power Financing
— What are the physical system implications of power financing?
Richard Tabors, President, Tabors Caramanis Rudkevich
- 12:15 pm Networking Lunch
- 1:45 pm Financing Energy Storage Solutions
— New technologies
— Assessing and managing risk
— Equity vs debt financing models
Alex Hernandez, General Counsel, Malta Inc.
Jesse Grossman, CEO and Co-Founder, Soltage
Carolyn Arida, Managing Director and Head of Utilities, Harrison Street
- 2:30 pm CASE STUDY Battery Storage
- 3:00 pm EVs, Charging Station Networks and Microgrids
- 3:30 pm Networking Break
- 4:00 pm Power and Policy: Energy Policy and its Impact on Power Markets
— Role industry plays in advancing policy
— How federal, state, and local policies impact project development
— Impact of Inflation Reduction Act
— Ensuring an equitable transition
William Walsh, VP, Energy Procurement and Management,
Southern California Edison
- 4:45 pm PANEL DISCUSSION Financing CCS Projects in an Evolving Regulatory and Commercial Landscape
— CCS as a key element of a project
— Retrofitting projects (reducing existing emissions)
— Forming partnerships for project success
— The importance of networks and hubs, and how do we create them
— Government support: making or breaking a project
- 5:30 pm Networking Reception
- 6:30 pm Close of Day One
Day 2 Agenda – Wednesday, October 26, 2022
- 8:00 am Networking Breakfast
- 8:50 am Chair's Review of Day One
- 9:00 am Power Market M&A Trends: An Investment Banking Perspective
— Impact of asset diversification on earnings and dividends
— Environmental considerations and their impact on M&A
— Effect of the pandemic and geopolitical conflict on power markets
— Forecast for future growth
— Market valuations
George Bilicic, Vice Chairman, Global Head, Power, Energy & Infrastructure, Lazard
Todd Giardinelli, Managing Director and Global Co-Head, Power and Utility Group, Morgan Stanley
Joseph Sauvage, Vice Chairman, Head of Global Power, Citi
Ray Wood, Head of Global Natural Resources-Energy, Mining, Power and Renewables, Bank of America
- 10:00 am Debt Markets, Tax Equity and Alternative Financing in Power Markets
— Prevalence of private credit and other alternative debt sources across energy and infrastructure
— How is the competitive financing market driving innovative financing structures?
— How are supply chain delays influencing access to capital, and how does it affect project viability?
— Different solar tax equity structures and their benefits: partnership flips, inverted leases, and sale-leasebacks
- 10:45 am Networking Break
- 11:15 am Grid Stability: Financing a More Reliable Future
— Pricing volatility
— Financing options
— Renewable supply impacts due to transmission challenges
— Challenges facing operational flexibility for intermittent supplies
— Transmission grid expansion
↳ Solving for governance silos – Market reform, policy
↳ DOE’s Building a Better Grid Initiative for financing new and upgraded transmission and connecting micro-grids
Amy Gasca, Managing Editor, Global Power, S&P Global Commodity Insights
Krista Tanner, SVP and Chief Business Officer, ITC Holdings
Doug Akerson, Executive Vice President, Head of Corporate Engineering & Energy North America,
Munich Reinsurance America, Inc.
- 12:00 pm Managing Risk
Chad Singleton, Director - Gas, Power, & Renewables, S&P Global Commodity Insights
- 12:30 pm Networking Lunch
- 1:30 pm FIRESIDE CHAT Nuclear
— Role of SMRs in clean energy future
— Standardization, regulation, financing
- 2:15 pm FIRESIDE CHAT Solar Financing Trends
— Policy impacts: tariffs lifted, defense production act
— Energy storage
— Managing risk
- 3:00 pm ESG Alternatives
— Biomass, Renewable Nat Gas (RNG), Anaerobic Digestion, etc.
- 3:30 pm Close of Conference
Times are US Eastern (EDT / GMT-05). Agenda subject to change.