Financing a Sustainable Future
Day 1 Agenda – Tuesday, October 25, 2022
- 7:30 am Conference Registration and Networking Breakfast
- 8:25 am Chair's Welcome and Opening Remarks
John Dingle, Partner, Thorndike Landing
- 8:30 am FIRESIDE KEYNOTE
Moderator: Xizhou Zhou, Vice President and Managing Director, Global Power and Renewables, S&P Global Commodity Insights
David Crane, Director, Office of Clean Energy Demonstrations, US Department of Energy
- 9:00 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
— ESG – how is it advancing the push for renewables?
— Inflation Reduction Act – its potential impact on power markets and renewables in particular
— Where does gas fit in the energy transition?
— 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?
Moderator: Eli Katz, Partner, Latham & Watkins
William Bond, Head of North American Infrastructure and Power, Rothesay Asset Management
Darren Olagues, CFO, GenOn Energy
Jeanne-Mey Sun, Vice President, Sustainability, NRG Energy Inc.
Himanshu Saxena, CEO, Starwood Energy
Patrick Leahy, Global Power Leader, GE Energy Financial Services
- 10:00 am Networking Break
- 10:45 am North American Power Industry Outlook
— The shift in Federal climate policy: how will it change the outlook?
— Varying incentives for competing technologies
— Will resource adequacy keep pace with rapid renewables growth?
— Can carbon capture save coal generation?
Morris Greenberg, Senior Manager, North American Power Analytics, S&P Global Commodity Insights
- 11:15 am Real-World Implications of Power Financing
— What are the physical system implications of power financing?
Richard Tabors, President, Tabors Caramanis Rudkevich
- 11:45 am KEYNOTE
Hannah Badrei, Vice President, Energy Supply Advisory, Edison Energy
- 12:15 pm Networking Lunch
- 1:45 pm Financing Energy Storage Solutions
— New technologies
— Assessing and managing risk
— Equity vs debt financing models
Moderator: Chris Wright, Executive Director, Energy Storage Practice, E3 Consulting
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
— Key findings across storage solutions
Ingolf Dorn, Principal Consultant, AFRY
- 3:00 pm EVs, Charging Station Networks and Microgrids
— New opportunities in a changing ecosystem
— Electrification solutions to meet demand
— Making grids smarter
— The future of transportation
Crystal Stiles, Executive Director, Development, Distributed Technologies and Mobility, Florida Power and Light Company
- 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 and the reorientation of supply chains
— Ensuring an equitable transition
Moderator: Nicolas Gladd, Partner, Pierce Atwood LLP
William Walsh, VP, Energy Procurement and Management, Southern California Edison
Melissa Seymour, Vice President, External Affairs Central Region and Government Affairs, MISO
- 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
Moderator: Sam Kamyans, Partner, Allen & Overy
Matt Kittell, Senior Investment Officer, U.S. Department of Energy
Bret Logue, CEO, Elysian
- 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
Moderator: Brandon Dalling, Partner, Corporate Finance and Investments, King & Spalding
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, Global Head of Natural Resources & Energy Transition (NET), 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
Moderator: Ike Emehelu, Partner, Akin Gump
Mark Rutledge, Managing Director - Credit, Blackstone
Brad Fierstein, Partner, Infrastructure Group, Apollo Global Management
Lacie Clark, CEO, Alchemy Renewable Energy
Stuart Murray, Managing Director, Blackrock
- 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
Moderator: Dena Wiggins, President and CEO, Natural Gas Supply Association
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 DISCUSSION Financing US Nuclear Power
— Nuclear power’s role in the energy transition
— Public vs. private financing
— Managing the financial risk of nuclear projects
— Importance of competitive financing
— Funding mix for established utilities and advanced reactors
Jeff Olsen, VP of Business Development and Finance, Kairos Power
Nicole Holmes, Chief Commercial Officer, GE Hitachi
- 2:15 pm FIRESIDE CHAT Solar Financing Trends
— Policy impacts: tariffs lifted, defense production act
— Expansion of community solar projects to new markets
— FSPV projects – hybrids with hydro?
— Supply chain pressures
— Residential vs. commercial vs utility-scale projects: growth opportunities or slowdowns?
Samuel Graham, Principal, Greenbelt Capital Partners
Patrick Langan, Senior Investment Leader, Private Infrastructure, Partners Group
Jeffrey Meigel, Chief Investment Officer, Cypress Creek Renewables
- 3:00 pm ESG Alternatives
— Biomass, Renewable Nat Gas (RNG), Anaerobic Digestion, etc.
Peter Anderson, Senior Vice President, LS Power
- 3:30 pm Close of Conference
Times are US Eastern (EDT / GMT-05). Agenda subject to change.
Energy Briefing at the Financing US Power Conference: New Momentum Towards a Net-Zero Future
Usually available to S&P Global Commodity Insights subscribers only, we’re opening up our Energy Briefing to Financing US Power registrants. The Energy Briefing provides exclusive analytic content from S&P Global experts and thought leaders. Seating is limited, so register today.
- The New Gas Dynamics
- Will the Inflation Reduction Act spark a new era for clean energy in the US?
- Heating electrification: Will US markets shift toward winter peaking systems?
- Outlook for the cost of low-carbon hydrogen production in the United States
Date & Time: October 24, 2022 1:00 PM - 5:00 PM
Venue: New York Hilton Midtown (1335 Avenue of Americas New York, NY 10019)
Registration Information: Choose the Add-On option when completing your Financing US Power registration.