Main Conference Day One
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?
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?
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. |
- Martin Lanternier - Co-head, Infrastructure Americas, UBS Asset Management
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? |
- Michael Felman - President & CEO, MSF Capital Advisors
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?
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?
Investors disclosing their personal views on their investment preferences. Conventional vs Renewable energy: which provider a greater opportunity and inflation edge? What are LPs interested in from the standpoint of energy transition? How committed are LPs to the regulations and legislation related to the energy sector?
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: momina.nehmat@informa.com
To register, please contact Svetlana.fathers@informa.com
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.
- Alex Bebov - Managing Director, BAC Securities
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? |
- Marina Schwartzman - Vice President, Private Real Assets, Apogem 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?
Addressing the wave and key drivers of consolidation within the industry and its consequences for existing and new players. Where are we in this consolidation cycle and where is it likely to lead? LP views on manager selection in the context of the shrinking number of conventional energy GPs with access to capital.
- Martin Lanternier - Co-head, Infrastructure Americas, UBS Asset Management
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?
- Dr Syed Hasan Jafar - Associate Dean of School of Business, Director of Finance and Bloomberg lab, Woxsen University
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?