SuperReturn Energy 2023
SuperReturn Energy 2023
- Kelly DePonte - Managing Director, Probitas Partners
The industry’s response to the US Infrastructure Investment and Jobs Act and the Inflation Reduction Act. Sharing views on a potential recession and the effect on oil and gas prices and economic growth. Taking a look at recent and upcoming policies and government initiatives for traditional energy sources and renewables.
- Kamil Homsi - Founder and CEO, Global Realty Capital
- Alex O'Cinneide - CEO, Gore Street Capital
- Jackie Forrest - Executive Director, ARC Energy Research Institute
- Erik Stuebe - President and Chief Commercial Officer, Ecoplexus Inc.
- Justin Stolte - Partner, Latham & Watkins LLP
With the Russia/Ukraine conflict continuing longer than expected, how has it affected the supply and demand balance? Does this change the role of the US in global oil and gas supply discussions? How does China and US tension affect the supply chain? Addressing geopolitical risks of the energy transition.
- Loren Smith - President, Skyline Policy Risk Group
Exploring the benefits and how “all-of-the above” strategy can ensure stable, secure and reliable energy supply. Examining the opportunities in the development of any energy resource or technology from conventional energy sources to alternatives.
- Hon John G Vonglis - Former CFO, The U.S. Department of Energy
Shining a spotlight on renewable and biobased fuels: what are the best alternatives? What are the growth opportunities in the energy transition space? How do LPs invest in that space?
- Adam Larson - Partner, Kirkland & Ellis LLP
- John Moon - Managing Director, Head , Morgan Stanley Energy Partners
- Himanshu Saxena - Chairman & CEO, Lotus Infrastructure Partners
- Don Dimitrievich - Senior Managing Director and Portfolio Manager, Energy Infrastructure Credit, Nuveen
- David Foley - Senior Managing Director, Blackstone Energy
The industry’s take on volatility of oil prices and how investors are managing this. There is a lot of consolidation in supply. When does this peak in terms of production? Addressing the need for private capital in the space and maximising returns. Exploring the political/green ambitions, and if they should trump the demand for energy in the economy.
- Andrew Evans - Managing Director, ARC Financial Corp.
- Edward Geiser - Managing Partner, Juniper Capital Advisors
- Michael Felman - President & CEO, MSF Capital Advisors
- Henry Hager - Managing Director, Waterous Energy Fund
Exploring the investor appetite for fossil fuels. What role does aviation fuel play in the value chain and how can we make it sustainable? Is now the time to defund fossil fuels for the private equity industry, or do investors still an opportunity in this space?
- Ross Gage - Director, Investor Relations, Black Mountain
- George McCormick - Founder & Managing Partner, Outfitter Energy Capital
- Erik Belz - Head of Private Equity, Engine No.1
- Amar Gujral - Managing Director & Partner, L.E.K. Consulting
What is the mind set of investors when it comes to sustainability? How realistic is it that we can move to net-zero by the established deadline? Climate pledges: will they be reversed? Decarbonization: how private equity can make it work.
- Ethan Levine - Managing Director, CF Private Equity
- Jane Ge - Managing Partner, Vectors Capital
- Brian Wayne - Managing Director, Climate Capital Strategy, Aegon Asset Management
- Omar Samji - Partner, Weil Private Equity
A warm winter and increased supply rapidly brought natural gas prices to a $2 level from their earlier highs. Does natural gas have a long-term higher price ceiling without a major influx of LNG projects coming online? What does the future hold for this market? Addressing the pricing issues and competition amongst different countries.
- David Krieger - Managing Partner, Covalence Investment Partners
- Suhrid Mantravadi - Partner, Grey Rock Investment Partners
- Art Robinson - Managing Director, Longbow Capital
- Jennifer Pomerantz - Managing Partner, Ellipsis Holdings
LP views on allocation: traditional energy sources vs. renewables. What are the growth opportunities in the energy transition space and how do LPs invest in that space?
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:
- Michael Felman - President & CEO, MSF Capital Advisors
- Isela Bahena - Managing Director, Infrastructure Investments, Nuveen Real Assets and Infrastructure
- Technology and the Grid
- Onshore and offshore wind
- Battery storage
- Hydrogen and carbon capture
To sign up, please contact: svetlana.fathers@infroma.com
- Don Tappan - Partner, Braemar
- Paul Kaboub - Partner & Co-Founder, Inyarek Partners
- Henry Hager - Managing Director, Waterous Energy Fund
- Himanshu Saxena - Chairman & CEO, Lotus Infrastructure Partners
Analysing deals and funds for conventional and renewable energy across the infrastructure asset class. An insight into natural resources fundraising in the metal and mining space in response to scarcity of rare earths. What are some new business models and opportunities emerging from the Inflation Reduction Act? Cleantech sector in the spotlight.
- Charlie McGrath - AVP, Research Insights, Preqin
What is the denominator effect on fundraising? What is the fundraising environment for ESG and energy transition funds? Who do GPs go to in order to secure funding and how hard is it?
- Steven Kantowitz - Partner, Energy Impact Partners (EIP)
- Don Tappan - Partner, Braemar
- Aman Randhawa - Principal, Infrastructure Investments, QIC
Long duration storage technologies: what is the best model for this? Chemical or physical? How can the new technologies help produce sustainable fuels? Exploring investment opportunities in the energy tech space. Climate tech in the spotlight.
- Marek Wolek - SVP, Chief Strategy and Commercial Officer, Fluence
- Hossein Nouri - Managing Director, Petro Power Construction Ltd.
- Paul Dabbar - Former Under Secretary of Energy for Science, Distinguished Visiting Fellow Columbia University, CEO Bohr Quantum Tech
- John O'Brien - Senior Director, Private Energy Partners
Sharing predictions for the future. What are the most likely investment opportunities? What will LPs be looking at in terms of their allocations? Exploring the sub-sectors that we think will be the hottest in the next 5 years. Thoughts about near and long-term liquidity. Who are the buyers and how will PE firms generate liquidity in their portfolios?
- Ryan Browne - Director of Tax Equity M&A, Captona
- Travis Hancock - Co-Founder & Partner, Octagon Energy Partners
- Michael Ciaramella - Vice President and Partner, Longbow Capital
- Shaia Hosseinzadeh - Managing Partner & Founder, OnyxPoint Global Management
- Cay Freihofer - Founder and Managing Partner, Emerald Bridge Capital
- Kelly DePonte - Managing Director, Probitas Partners