Renewable Energy Finance Forum-Wall Street

InterContinental Barclay New York City

Monday, June 19

6:30 - 8:30 PM Opening Networking Reception InterContinental Barclay Hotel in the Gallery

Tuesday, June 20 - Day 1

8:15 AM Registration & Breakfast
8:45 - 9:00 AM Welcome & Opening Remarks
9:00 - 9:45 AM Opening Keynote Address
9:45 - 11:00 AM Session 1: A New Context for Renewable Energy Markets
Experts will provide an overview of the energy landscape in 2017 and offer prospects for continued growth in the renewable energy sector in the new political landscape.
  • Assessment of how cost declines, lower PPA prices, corporate demand and broader market penetration will continue to drive growth
  • How will the role of state programs evolve at a time of expected reductions in federal policy support for clean energy?
Moderator:
  • Ray Wood, Managing Director, Global Head of Power & Renewables, Bank of America Merrill Lynch
Speakers:
  • Dan Benoit, Chief Investment Officer for North America, Brookfield Asset Management
  • Ray Henger, SVP M&A and Structured Finance, sPower
  • Yuri Horwitz, Chief Executive Officer, Sol Systems
  • Thomas O’Flynn, Executive Vice President, Chief Financial Officer, The AES Corporation
11:00 - 11:30 AM Networking & Refreshment Break
11:30 - 12:30 PM

Session 2: Tax Equity: Impacts of Tax Reform and Policy Uncertainty
Investors, senior executives and experts on tax legislation will discuss the potential impacts of tax reform and changing corporate tax rates on the tax equity markets, capital stacks, and investor outlooks.

Moderator:
  • John Eber, Managing Director Energy Investments, J.P. Morgan
Speakers:
  • Katherine Breaks, Tax Managing Director, Tax Credit and Energy Advisory Services, KPMG LLP
  • Nick Knapp, Managing Director, CohnReznick Capital
  • Matt Shanahan, Managing Director, Marathon Capital
  • Adam Altenhofen, Vice President - Renewable Energy Investment Originations, US Bank
  • Kevin Walsh, Managing Director, Renewable Energy, GE Energy Financial Services
12:30 - 1:45 PM Power Lunch
1:45 - 2:45 PM

Session 3: The State of Renewable Energy Finance
CFOs and treasurers will provide their perspectives on the state of capital markets, the cost of capital, key market dynamics, and what these trends mean for renewable energy finance and growth.

Moderator: Speakers:
  • Gaetan Frotte, Senior Vice President, Treasurer, NRG Energy, Inc.
  • Jim Murphy, President & Chief Operating Officer, Invenergy
  • Michael Silvestrini, President, Greenskies Renewable Energy
  • Jim Trousdale, Chief Financial Officer, Apex Clean Energy
2:45 – 3:45 PM

Session 4: Fireside Chat
This fireside chat will discuss the high profile effort by a coalition of leading executives to capitalize on government-backed research and foster development of the next generation of electricity generation and storage, energy efficiency, and transportation.

Featuring:
  • Ira Ehrenpreis, Managing Partner, DBL Partners
  • Jon Shenk, Co-Director, "An Inconvenient Sequel: Truth to Power"
  • Eric Toone, Executive Managing Director for Technology, Breakthrough Energy Ventures
3:45 - 4:15 PM Networking & Refreshment Break
4:15 - 5:15 PM

Session 5: Attracting New Sources of Capital
What are the opportunities and challenges in attracting new private capital to the renewables industry? Panelists will discuss new types of sponsor equity in the sector such as pension, retirement, insurance, and international funds, as well as how corporate investment is replacing venture capital funding.

Moderator: Speakers:
  • John Anderson, Head of Corporate Finance, Manulife/John Hancock
  • David Giordano, Managing Director, BlackRock
  • Marietta Moshiashvili, Managing Director, Head of Energy and Infrastructure Asset Management, TIAA Private Investments
  • Michael Pepe, Managing Director, Wellford Energy
  • Robert Pottmann, Head of Renewable Energy and New Technologies (RENT), MEAG MUNICH ERGO AssetManagement GmbH

Tuesday, June 20

5:30 - 8:30 PM Evening Networking Reception 230 Fifth Rooftop Bar

Wednesday, June 21 - Day 2

8:15 AM Morning Refreshments
8:45 - 9:00 AM Welcome & Opening Remarks
9:00 - 9:45 AM Opening Keynote Session
    Moderator:
  • Dan Reicher, Executive Director, Steyer-Taylor Center for Energy Policy and Finance, Stanford University
Speakers:
  • Alfred Griffin, President, NY Green Bank
  • Gil Quiniones, President & CEO, New York Power Authority
  • Adam Zurofsky, Deputy Secretary for Energy and Financial Services, State of New York
9:45 - 10:45 AM

Session 6: CEO Panel
A panel of CEOs from leading renewable energy companies will provide perspectives on the landscape for project development and financing.

Moderator: Speakers:
10:45 AM - 11:15 AM Networking & Refreshment Break
11:15 AM - 12:15 PM

Session 7: Changing Corporate Strategies for Energy Procurement and Management
Even as corporate procurement continues to grow, some C&I customers are viewing energy use as a business enabler and bundling their renewable energy and energy efficiency investments to save money and reduce fossil fuel consumption. Corporates and offerors will discuss strategies for approaching such investments and assess opportunities.

Moderator:
  • Ja Kao, President, Onyx Renewable Partners L.P.
Speakers:
  • Don Anderson, Executive Director and Chief Sustainability Officer, Blackstone
  • Jeff Eckel, President & Chief Executive Officer, Hannon Armstrong
  • Christopher Gladbach, Partner, Orrick, Herrington & Sutcliffe, LLP
  • Cindy Ortega, SVP and Chief Sustainability Officer, MGM Resorts International
12:15 - 1:30 PM Power Lunch
1:30 - 2:30 PM

Session 8: Investing in Transmission Infrastructure and Grid Modernization
This panel will highlight investment opportunities for infrastructure, grid modernization, and energy storage efforts; and address the potential effects of a federal infrastructure initiative.

Moderator:
  • Brad Nordholm, Senior Managing Director and Co-Head, Starwood Energy Group
Speakers:

2:30 - 3:00 PM

Networking & Refreshment Break
3:00 - 4:00 PM

Session 9: Equity Markets
Panelists will take stock of the critical public equity markets which have fueled sector growth to date, including insight about types of investors and deal structures.

Moderator:
  • Ed Zaelke, Partner, Akin Gump Strauss Hauer & Feld LLP
Speakers:
  • Jorge Camina, Director, Infrastructure Debt, Allianz Capital Partners
  • Skip Grow, Managing Director, Head of Clean Technology Group, Morgan Stanley
  • Marshal Salant, Managing Director, Head of Alternative Energy Finance, Citi
  • Steve Schauer, Managing Director, KeyBanc Capital Markets
4:00 - 5:00 PM

Session 10: Debt Markets
This panel will review the latest developments, trends and opportunities to leverage debt for project finance and growth. Additionally, speakers will discuss how developers of newer technologies such as advanced biofuels and batteries are leveraging debt for project financing.

Moderator: Speakers:
  • Nuno Dias Andrade, Managing Director – Head of Project & Acquisition Finance, North America, Santander
  • Greg Hutton, Head of Project Finance, Americas, Rabobank
  • Andrew Joynt, Director, Fitch Ratings
  • Beth Waters, Managing Director, Project Finance – Americas, MUFG
  • James Wright, Director - Renewables, HSBC