Main Conference Day One
This exclusive discussion group is joined with SuperReturn North America and 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: momina.nehmat@informa.com
Location: Sandringham Room
- Meghan Pasricha - Partner, Galvanize Climate Solutions
Assessing the effects of inflation and interest rates on energy investments and IRA. Analyzing the impact of US energy policies on PE investments. Strategies for portfolio diversification across conventional and renewable energy assets. Risk management in an era of energy transition and policy uncertainty. How are geopolitical risks affecting the decision making?
Location: Trianon Room
- Marisa Sweeney - Principal, Special Opportunities, S2G Investments
- Ethan Levine - Managing Director, CF Private Equity
- Sam Oh - President & CIO, Mountain Capital Management
- Jeffrey Miller - Managing Partner/Co-Founder, Vortus Investments
Examining the impact of US Presidential Election on US energy policy and investment. Carbon credits and climate regulation: a step forward for effective climate action or an exercise in box-ticking? Addressing the trend of the private sector taking the lead from government in reshaping the energy markets. What new wave of energy-related regulations should we expect?
Location Trianon Room
- Shomik Dutta - Co-Founder & Managing Partner, Overture
Understanding and navigating the latest investment trends in wind, solar, hydro, sustainable aviation fuel and geothermal energy assets. Addressing the lack of returns in the renewables sector. Top LP considerations when deciding to allocate capital to renewable energy funds. What is considered to be a more forward-thinking investment approach and strategies amongst GPs? Exploring PPA challenges in North America.
Location: Trianon Room
- Mark Freyman - Partner, Climate Adaptive Infrastructure
- Peter Davidson - Chief Executive Officer and Managing Director, Aligned Climate Capital
- Mahmud Riffat - Partner, ECP
- Hossein Nouri - Managing Director, Petro Power Construction
Is the recent and ongoing growth in demand for oil and gas more a cyclical or structural phenomenon? Why are some investors’ appetites for oil and gas investing increasing? What kind of investors are driving this resurgence, if one indeed exists? Does the sector have sufficient access to capital to meet the demand growth? How can the industry continue to improve its overall emissions profile? And will those improvements lead to more investor interest in the sector?
Location: Trianon Room
- Steve Hellman - Managing Partner, Mobility Impact Partners
- Chris Heasley - Partner, Kirkland & Ellis LLP
- Michael Cohen - Chief US Economist and Head of Oil and Refining, BP
- Mark Burroughs - Managing Director, EnCap Investments
Where is the capital being raised and deployed across the energy sector? What sectors are managers prioritising? Which markets offer the best prospects for deals and return generation?
Location: Trianon Room
- David Foley - Senior Managing Director & Global Head, Blackstone Energy Transition Partners
- William Tolley - Chairman, Power Grid Components
What has driven the growth of private credit in the energy sector over the last few years? Can this growth be sustained? How does private credit compete with other sources of capital? Is it being used differently in the conventional energy space versus the alternative energy space? Why should an LP allocate to the space?
Location: Trianon Room
- Lena Doan - Managing Director, Nuveen Energy Infrastructure Credit
- Brian Wayne - Managing Partner & Co-Founder, CurvePoint Capital Management
- JW Sikora - Managing Partner, Co-Founder, Cibolo Energy Partners
- Neil Auerbach - CEO, Hudson Sustainable Group
Fund managers’ views on the current fundraising environment. How do GPs adjust their fundraising strategies in light of current macroeconomic pressures? Is it more appealing to LPs to be globally-focused or regionally-focused? How are GPs responding to investors’ expectations of higher returns? What are GPs able to provide based on the best available data resources? GPs on navigating competition for deals and a continuing market consolidation.
Location: Trianon Room
- Alex Bebov - Managing Director, BAC Securities
- Michael France - Managing Director and Head of Investment Management, Intrepid Financial Partners
- Elisa Miller-Out - Managing Partner, Chloe Capital
- Leonie Maruani - Senior Director, Vauban Infrastructure Partners
What manager selection criteria have become more important and how has manager selection evolved? How are LPs able to evaluate and underwrite funds with a limited or no track record. What do LPs “like to have” vs. “must have”. Are LPs comfortable with current returns and has there been a change in LP appetite? How much diversifications are investors looking to get?
Location: Trianon Room
- Marina Schwartzman - Vice President, Private Real Assets, Apogem Capital
- Uwe Fleischhauer - Founding Partner and member of the Executive Board, YIELCO Investments AG
- Jean Francois Roberge - Head of Partnerships Americas Infrastructure, Mubadala Investment Company
- Mike Fang - Senior Portfolio Manager, Maryland State Retirement and Pension System
- Octavio Sandoval - Director of Investments, Illumen Capital
What is the financial rationale for investing in fossil fuel industry? Debating the mandate for institutional investors on fossil fuels. Addressing the disruption and destabilization in fossil fuel commodity markets, competition from renewable energy, the electrification of transport, and climate change’s financial risks: is the fossil fuel industry strong enough to survive?
Location: Trianon Room
- Ross Gage - Managing Director, Investor Relations & Strategy, Black Mountain
- Catherine Flax - Founding Member & President, Private Markets, X Machina Capital Strategies
- George McCormick - Co-Founder & Managing Partner, Outfitter Energy Capital
- Josh Schmidt - Partner & Chief Operating Officer, Juniper Capital Advisors
Apart from the “E”, is ESG still relevant? Examining the push for more granular data. How can we make data better and make it work it better for investment decision? Anti-ESG movement: is it really happening or not?
Location: Trianon Room
- Dr Syed Hasan Jafar - Associate Dean of School of Business, Director of Finance and Bloomberg lab, Woxsen University
- Adam Crum - Commissioner, State of Alaska Department of Revenue
- Sanjeev Krishnan - Managing Partner, S2G Investments
- Samuel Blouin - Senior Portfolio Analyst, Albourne America, LLC
- Sarah Welton - Director, GRESB Foundation
Followed by a 30-minute meet and greet with Coach McDaniel
Mike McDaniel, Head Coach, Miami Dolphins
Combined session with SuperReturn North America
Location: Versailles Room