Main Conference Day Two
Addressing the need to invest in grid modernization and automation. Exploring gird constraints and sharing best practices of overcoming them. Decetralised distributed energy in the spotlight. Exploring the resurgence of micro grids and behind-the-meter solutions.
An overview of emerging long-duration energy storage technologies to support the widescale deployment of renewable energy sources. Examining the evolution of revenue streams and changes in regulatory environment. When is it long-duration storage “going to happen” and what does the government need to do to make it happen? Battery storage in the spotlight: production, supply chain and a future investment trajectory. The importance of Smart grids.
- Niklas Möller - Chairman of the Board, Ingrid Capacity AB
This exclusive discussion group is open to 20 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: Nisa.Pun@informa.com
Addressing the demand for electricity and power caused by AI and computing needs. Is it all getting a bit out of control, and how do we deal with this challenge? Decarbonization of data centers: with data centres emitting surprisingly more carbon emissions than air transport, how are we planning to solve this problem? Convergence of power and digital infra. what are the ops as well as risks in these two sectors coming together?
- David Thomas - Director, Infrastructure - EMEA, GRESB
Addressing the competition for clean energy manufacturing and for supplies of critical minerals and metals. How quickly can supply react to the increased demand in raw materials and manufacturing, and how market balance can be achieved in terms of supply, demand and prices? With more investment needed for critical materials, is it a role of private equity or private investors and governments to facilitate the capital flow in this space?
Analysing the importance of investing in power transmission and distribution to reach net-zero. An overview of the demand profile for power distribution and transmission projects, including establishing new facilities and refurbishing existing ones. How does energy transition impact the demand profile? Exploring risk and return of the investment in these projects.
A GPs’ take on current pressures, risks and opportunities in terms of portfolio management. How do find managers find and generate alpha in their portfolio company investments to obtain an edge over competition? What do LPs view as a more financially beneficial investment decision based on their risk/return profiles: traditional energy, renewables or energy transition?
This exclusive discussion group is open to 20 participants and is is run on first come – first served basis.
Focusing on the capital gap for growth-stage companies and infrastructure projects that are too mature for venture capital but too risky for traditional private equity or bank financing. What role do private credit, growth-stage equity and early-stage infrastructure investors play? Discussing strategies for tapping into institutional capital and long-term infrastructure investors to fund this "missing middle."
- Igor Lukin - Managing Partner, Allianz Capital Partners
Exploring the new dynamics between equity and debt market players. Infrastructure vs. private credit: which will provide better risk adjusted returns over the next 10 years? How have sustainable private credit and bond strategies evolved compared to conventional financing, such as project financing and debt security? Is the access to debt and getting better or worse? Exploring new sector trends and opportunities.
- Reza Machdi-Ghazvini - Partner, Placecap
- Andrea Biscia - Principal, DECALIA SA
Addressing geopolitical risks, exploring recent and future developments and their effects on the market. How have the prolonged Russia/Ukraine conflict and the war in Gaza affected the supply and demand balance? How can China and US tension potentially affect the supply chain? How can energy transition redefine geopolitical risks?
What role does hydrogen play in energy transition? Blue vs green hydrogen: which present a greater investment opportunity? Is hydrogen becoming a money-wasting exercise because of the challenging nature of its implementation?
An overview of technologies that form a crucial part of the heating energy transition. Opportunities for heat pumps, solar thermal systems and district heating. Examining the challenges associated with achieving heat electrification, using decommissioned thermal power plants, meeting the demand for large-scale heat storage, and addressing the remaining 10% of emissions. What economies are the best at balancing energy security and access with environmental sustainability and affordability? How ready are the world's largest emitters to face the challenge?
An overview of the latest developments, challenges and investment opportunities. Exploring emerging trends, innovations and technologies that are transforming the energy transition market in developing countries. Adapting your strategies to risks and uncertainties associated with emerging markets. Which emerging regions provides the most attractive infrastructure investment opportunities?
Join this practical session offering tools and frameworks investors can use to navigate climate risk, private credit opportunities, emerging markets, impact measurement frameworks and more.
To register, please contact Svetlana.fathers@informa.com