Main Conference Day One
Main Conference Day One
- Bill Kelly - CEO, CAIA
What does energy transition mean for the investment community? Is it an ideological, technical, economic or a political matter? Sharing examples of successful strategies to get the most bang for your buck. What asset allocation pot does energy transition below to? What are the key opportunities and risks investors and developers need to consider?
- Mariam Akanbi - General Counsel, ARCH Emerging Markets Partners
- Lucy Heintz - Partner, Head of Energy Infrastructure, Actis
- Juergen Pinker - Senior Managing Director, Blackstone
- Chris Rozzell - Managing Partner, Cresta Fund Management
- Ken Pontarelli - Global Head of Sustainable Investing, Goldman Sachs Alternatives
- Will Morgan - Managing Director, Europe, True Green Capital Management LLC
Exploring the global impact of IRA and upcoming US elections. How have the rising costs for alternative energy production, inflation, supply chain issues and high interest rates affected the returns? How in line are we with the goals for achieving net zero by 2050? What could be the economic and social costs of pushing for “too fast” of an energy transition? Discussing key take-aways and action points post COP-28.
- Kelly DePonte - Managing Director, KD Advisory LLC
- Siddharth Kumar - Director, IMPERIUM Capital
- Eric Danziger - Managing Director - Energy Transition, Riverbend Energy Group
- Patrick Eilers - Managing Partner & Founder, Transition Equity Partners
Where do renewables stand on the investability scale? Exploring trends around the renewable fuel landscape. How do market players navigate the challenges associated with offshore wind? Achieving higher returns by investing in renewables: perspectives from private and public markets.
- Vasishta Dasari - Principal, Partners Capital LLP
- Chris Mckenzie - Managing Director, Infrastructure, Manulife
- Mike Roth - Partner, Infrastructure Opportunities, Ares Management
- Simon Maine - Managing Director, Brookfield Asset Management
- Mogens Thorninger - Partner, Copenhagen Infrastructure Partners
What are the key advantages and risks of hydrogen compared to other energy sources? Looking at hydrogen as a commercially viable pathway to a lower-carbon future. Hydrogen as a transportation fuel. What is needed to establish the wider infrastructure and supply chains required for hydrogen-powered vehicles? Debate: blue vs. green hydrogen: which will the market choose? |
- Peter Flynn - Director, Candela Capital
- Igor Lukin - Managing Partner, Allianz Capital Partners
- Scott Browning - Partner, Sustainability and Infrastructure Group, Apollo Global Management
- Chris Holmes - Partner, Foresight Group
- Jacqueline van den Ende - CEO, Carbon Equity
Exploring the potential, current demand and the future of nuclear energy. How do you invest in nuclear power? Sharing the perspectives of PE, PC players and developers on investing and lending to nuclear energy projects. Is now a good time for investors and developers to engage in Micro and Small Modular Reactor (MSMR) projects?
- John Chaplin - Vice President - Commercial, Last Energy
- Hossein Nouri - Managing Director, Petro Power Construction Ltd.
- Mike Scott - Managing Partner, Founder, Pelican Energy Partners
- Mathieu de Lophem - Founding Partner, Nuketech
Moving from gas to electric heat pumps and switching to lower intensity fuels and carbon capture storage – at what pace is this going to happen? Electrifying manufacturing processes: how expensive is it and what is the transition scenario? Is this a long-term or a short-term market trend? Electrification and the grid: exploring the growing pains and hurdles related to infrastructure build-out. What are the investment challenges and opportunities on the EV side?
- Alex O'Cinneide - CEO, Gore Street Capital
- Sarah Lane - Managing Director, Denham Capital
- Brian Wayne - Managing Partner & Co-Founder, CurvePoint Capital Management
- Sam Stoutner - Partner, NGP Energy
- Pierre Abadie - Group Climate Director and Co-head of the Private Equity Decarbonisation Strategy, Tikehau Capital
For Women in Energy lunch, please register with svetlana.fathers@informa.com
Evolution of the role, risk/return profile and value-add opportunities of oil & gas. Debating the future of oil and gas demand, what it means for climate and for investments in technologies that would offset emissions. How has the exit market for oil & gas investments changed and how are investors adapting? Can oil & gas and ESG-focus co-exist?
- Hossein Nouri - Managing Director, Petro Power Construction Ltd.
- Mike Scott - Managing Partner, Founder, Pelican Energy Partners
- Barrett Miles - Director, Private Real Assets, Apogem Capital
- Andrew Evans - Managing Director, ARC Financial Corp.
- Jeff Currie - Chief Strategy Officer of Energy Pathways, The Carlyle Group
How can the energy transition process the LNG market in terms of volume and price? Geographical analysis of market and policy dynamics affecting the ways in which coal and gas compete. The environmental case for building new gas infrastructure. Exploring potential sources of future natural gas supply and demand on a global basis.
- Paul Colucci - Managing Partner, PillarFour Capital
- Art Robinson - Managing Director, Longbow Capital
- Emily Simonis - Managing Director, LS Power
- Craig Golinowski - Managing Partner, Carbon Infrastructure Partners
What new energy transition investment strategies are most appealing to LPs? Exploring the most commercially viable options for those investors who have already embraced renewables, but also seek exposure to fund the wave in energy transition? What is the most perfect balance in the investment portfolio between renewables and traditional energy assets? Should transition investments be measured using the same risk-return metrics as traditional energy investments?
This exclusive discussion group is open to 20 to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. Run under the Chatham House Rule. To register, please contact: Eva.Zhang@informa.com
- Siddharth Kumar - Director, IMPERIUM Capital
- Ajay Ramachandran - Co-Chair, Kutsa Foundation
Investing in the new infrastructure to support transmission and distribution of power. An overview of grid stability and reliability, emerging long-duration energy storage technologies to support the widescale deployment of renewable energy sources. Battery storage in the spotlight: production, supply chain and a future investment trajectory. What key opportunities can battery Giga-factories provide for the future? The importance of Smart grids.
- Johanna Holmström - CIO/Co-Founder, Nordic Node
- Marek Wolek - Chief Strategy Officer & Head of M&A, Fluence
- Emmanuel Lagarrigue - Partner, KKR
- Patrick Eilers - Managing Partner & Founder, Transition Equity Partners
Exploring the advantages, benefits, environmental impact and the future of distributed power generation. What types of DG attract the most interest from investors? The opportunity for global distributed solar power generation: geographical comparison. Exploring the role of renewable hydrogen in DG: a case study for investable opportunities.
- Alexandre Tilmant - Head of Corporate Development, Blueprint Power
- Jackie Forrest - Executive Director, ARC Energy Research Institute
- Dan Erhardt - Founder and CEO, Arcus Power
- Laurent Kraif - CEO, Perfesco
By 2050, the world will need 5-10 billion tonnes of CO2 removed from the atmosphere annually. Early investment in a broad range of solutions today can unlock planetary scale and the opportunity to capitalise on the exponential growth the carbon removal industry promises.
- Andrew Shebbeare - Managing Partner, Counteract
- Bill Kelly - CEO, CAIA