Main Conference Day Two
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
Join us for a morning of connections as we toast to the future of private markets. Enjoy good food, great company and get ready for a day of inspiring discussions.
- Daniel Strachman - Co-Founder, IMDDA Inc.
Power demand for carbon-free electricity to power AI applications are creating opportunities for nuclear operators to serve data center loads (Microsoft case in the spotlight). What are the best strategies to take advantage of this development? Is there a commercial market for small molecule nuclear reactors? What new lucrative technologies are emerging in this sector? Will we see more nuclear fusion or more conventional nuclear? Can the government support shorten the length of nuclear projects, especially conventional ones?
- Michael Crabb - Senior Vice President, Commercial, Last Energy
Exploring AI’s power consumption and its demand on the grid. How can we ensure a sufficient investment into modernising the grid and making it stable? How long will it take? What are mechanisms for harnessing private capital to get into this highly regulated section of the energy market?
- Art Robinson - Managing Director, Longbow Capital
Exploring the investor appetite and key considerations for investing in battery storage. Large scale battery concept: how to invest in this? What solutions are there for a long duration energy storage? Discussing battery storage deployments and other technologies like hydro storage and localised Peaker plants. Distributed storage and battery sector: what is the more investable, batteries or pipes?
- Bilal Khan - Senior Managing Director, Blackstone Energy Transition Partners
- Sharo Atmeh - Co-founder & COO, Montauk Climate
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? As data centres consuming so much electricity, are we only left with wind and solar? Decarbonization of data centers: with data centres emitting surprisingly more carbon emissions than air transport, how are we planning to solve this problem? |
- Alex Leung - Head of Infrastructure Research and Strategy, UBS Asset Management
What are some of the new developments in climates and cleantech? Examining the risk profile of emerging technologies. Is innovation likely to come from the more traditional, older and well-established businesses or from the new companies? How are the new innovating tech market players overcoming the challenge of scaling up to a commercial level, where they can have a real output? How to finance these technologies?
- Kathryn Wortsman - Managing Partner, Amplify Capital
Can natural gas serve as a short-to-medium term power supply for data centers, reduce the burning of coal and come a principal growth fuel of the energy system? How is US going to envelop the resources for natural gas and where is that money going to come from? Do we see more small private PE firms getting back into the game, and what are their climate pledges? Exploring the impact of LNG demand and exports on natural gas and the mid-stream market. Analysing how investments in RNG production provides a path to achieving methane emission reductions. It’s time for utilities to accelerate investment in RNG?
- Jennifer Pomerantz - Chairperson, Ellipsis Holdings
How do we define energy transition with an “all the above” perspective? How does energy transition impact the demand profile? Exploring risk and return of the investment in these projects. An allocator perspective: where does it fit and how are investors considering the commitment to ET? Whas it just a trend, is it fundamental, is it based on pricing? Is it a long-term strategy or just a fad? Looking at energy efficiency as the “first fuel” in clean energy transitions. Addressing energy transition funding gap between early-stage VC funding and later stage growth equity.
- Matt Cunning - Vice President, Longbow Capital
- Matt Beck - Managing Director, Infrastructure & Energy Investments, Manulife Investment Management
What has been driving an increase in CVs popularity? How are LPs view this development, and what do GPs think about it: pros vs. cons? Is it a more meaningful exit vehicle and do they provide more liquidity? Who are the players in this space and how are they doing that? Single vs. multiple asset CVs.
Investing in carbon capture for higher returns: challenges and opportunities. Can CCUS be integrated within midstream value chain, and how can it lower carbon intensity of fossil fuel value chain? Is there a commercial case for carbon sequestration?
What is the natural evolution beyond energy transition? If you are a core investor or a fund manager, who is focused on renewable energy, but want to expand our strategy into broader ET, what is the next strategic step? Do you go into data centres, smart metering, or RNG?
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
Sharing examples of how investing in water-energy nexus can generate financial returns. Exploring the role of water-energy nexus in renewable energy and sustainable agriculture. Shining a spotlight on consumptive use of water, salt water disposal and smart water systems. Top tips on managing the water-energy nexus in the future. How can we ensure integrated approaches and synergistic solutions? |
Join this dynamic workshop that teaches how to improve Diversity, Equity & Inclusion in the workplace. We will start by looking at employee engagement, then identifying interventions surrounding unconscious bias and specific diversity, equity, and inclusion strategies.
This masterclass will help you build a truly aware and inclusive work culture.
To register, please contact Svetlana.fathers@informa.com
Highlighting innovation in the recycling businesses and anti-environmental pollution platforms. Examining the role of green hydrogen and biofuels.
Uncovering the investment potential and changing market dynamics of Latin America. Could better equity market conditions in the region drive an uptick in activity? Exploring opportunities in the fintech and digital sectors. Analysing the investor appetite for power and electricity. What is on the horizon for Latin America?
- Daniel Strachman - Co-Founder, IMDDA Inc.