Welcome and Opening Remarks

• Gerard Strahan, Managing Director, Euromoney Energy Events
• Michael Eckhart, President, ACORE

SESSION 1: OPENING KEYNOTES

The opening session will provide a backdrop for subsequent conference proceedings, by giving high-level perspectives on public policy, financial markets and corporate strategy in the renewable energy sector. Senior speakers will share their experience and knowledge of the sector and will set the scene for this year’s REFF-Wall Street.

• Michael Eckhart, President, ACORE
• Kristina M. Johnson, Under Secretary of Energy, US Department of Energy

This session begins with a global perspective and then focuses on US Policy.  The American Recovery and Reinvestment Act, passed by Congress in February this year, provides $787bn in appropriations, including $37.5bn for energy efficiency and renewable energy. This session will examine how the implementation of the Act, along with other policy initiatives including financial crisis actions and the prospective adoption of federal legislation on energy and climate policy, will affect renewable energy companies today and in the future.
Co-Chairs:

• Dan Reicher, Director, Climate Change & Energy Initiatives, Google Inc.
• Ed Feo, Partner, Milbank

Speakers:

• Nobuo Tanaka, Executive Director, International Energy Agency (IEA)
• David Frantz, Director, Title XVII Loan Guarantee Program, US Department of Energy
• Neil Auerbach, Managing Partner, Hudson Clean Energy Partners

SESSION 3: GLOBAL FINANCIAL MARKETS

This session will ask how global financial markets are changing and how these trends affect investors and developers in renewable energy technologies. A panel of top energy investment bankers, representing some of the world’s largest financial institutions, will debate the issues at stake and provide insight into the forces shaping the financial sector today.
Chair:

• John Cavalier, Managing Partner, Hudson Clean Energy Partners

Speakers:

• Kevin Genieser, Managing Director, Morgan Stanley
• Richard Kauffman, Chief Executive Officer, Good Energies
• James M. Metcalfe, Global Head of Power and Utilities, UBS Securities, LLC
• Andrew Safran, Vice Chairman, Global Investment Banking, Citigroup
• Parker Weil, Managing Director, Co-Head of the Americas Energy & Power Group, Bank of America Merrill Lynch
• Ray Wood, Co-Head Global Alternative Energy, Credit Suisse

SESSION 4: NEW DEBT MARKETS FOR RENEWABLE ENERGY

Amid turmoil in debt markets across the world, sources of credit and deal structures are being radically altered from established models. This session will assemble key players in debt finance for renewable energy to address how the market has been drastically changed in the past nine months and how lenders are responding to changing market dynamics.
Co-Chairs:

• Kenneth R. Locklin, Director - Finance & Investment, Clean Energy Group
• C. Baird Brown, Partner, Ballard Spahr

Speakers:

• Grant Davis, Managing Director, New York Life Investments
• Michael Liebreich, Chairman and CEO, New Energy Finance
• John Anderson, Head of Power and Project Finance, John Hancock
• Tony Muoser, Senior Vice President- Energy, HSH Nordbank

SESSION 5: NEW EQUITY MARKETS FOR RENEWABLE ENERGY

The equity world has been changed by the loss of Lehman Brothers, reduction of AIG, sale of Merrill Lynch, and other transformations of Wall Street with the attendant loss of tax equity. This session will look at the new government incentive grant and other structures, the new role of cash equity, the new players that are working the renewable energy market, and how investors will deploy financial resources in order to take advantage of the opportunities in today’s market.
Chair:

• Keith Martin, Partner, Chadbourne & Parke, LLP

Speakers:

• John Eber, Managing Director, JP Morgan
• Michael Feldman, Managing Director, Goldman Sachs
• Jerome Peters, Senior Vice President and Managing Director for Project Finance, TD Bank North America
• Tim Howell, Commercial Leader, Power & Renewable Energy GE Energy Financial Services

SESSION 6: CLOSING PANEL DISCUSSION

In this panel, the REFF-Wall Street conference co-chairs will look back at the presentations made during Day 1 of the conference, summarizing the discussion and identifying take-away points.
Chair:

• Michael Eckhart, President, ACORE

Panelists:

• John Cavalier, Managing Partner, Hudson Clean Energy Partners
• Michael Liebreich, Chairman & CEO, New Energy Finance
• Kenneth R. Locklin, Director - Finance & Investment, Clean Energy Group
• Mindy Lubber, President, CERES
• Keith Martin, Partner, Chadbourne & Parke, LLP
• Dan Reicher, Director, Climate Change and Energy Initiatives, Google Inc.
• Michael Ware, Managing Director, Good Energies Inc

Evening Networking Reception

A chance to discuss the day’s proceedings with fellow delegates, build existing relationships and establish new ones, in an informal atmosphere.

Sponsored by:

Baker & McKenzie and Milbank

Café St. Barts

109 E 50th St, New York, NY 10022

Networking Breakfast

Delegates will benefit from the opportunity to briefly introduce themselves

to their fellow conference attendees using a roving microphone.

Conference Opens
Allison Lindsay, Director of Conferences, Euromoney Energy Events

SESSION 7: WELCOME AND KEYNOTE

The opening session on Day 2 will feature the top government advisor on the Stimulus Bill spending on renewable energy and energy efficiency.

• John Geesman, Co-Chair, Board of Directors, American Council On Renewable Energy
• Matt Rogers, Senior Advisor to the Secretary for the Recovery Act, US Department of Energy

SESSION 8: RENEWABLE ELECTRICITY

Following the perspectives on policy drivers, financial markets and changing industry dynamics in Day 1, this session will examine how these macro-level developments are affecting windpower, solar PV, solar CSP, geothermal power, hydro and ocean power, biomass power and other sectors of the renewable energy industry. Senior executives will give their views of the market and discuss the challenges they face as the industry moves forward.

Chair:

• Michael Ware, Managing Director, Good Energies

Speakers:

• David Berry, Director, Finance, Horizon Wind
• Dita Bronicki, CEO, Ormat Technologies
• Jeff Eckel, President & Chief Executive Officer, Hannon Armstrong
• Mac Irvin, Managing Director, Structured Finance, SunPower
• Lyndon Rive, Chief Executive Officer, SolarCity
• John Woolard, Chief Executive Officer, BrightSource Energy

SESSION 9: BIG ENERGY- UTILITIES & CORPORATE MONEY

In this session, speakers representing the energy sector will discuss the evolution of clean energy strategies in the United States. As regulatory pressures and strategic priorities evolve, how are key players in the sector responding to the threats and opportunities that the current market presents?
Co-Chairs:

• Michael Eckhart, President, ACORE
• Clifford S. Sikora, Energy, Practice Group Leader, Troutman Sanders LLP

Speakers:

• Michael Walsh, Group Finance Director, NTR
• Don Paul, Executive Director, University of Southern California Energy Institute and William M. Keck Chair of Energy Resources
• Holly Koeppel, Executive Vice President & CFO, American Electric Power

Networking Lunch

SESSION 10: INSTITUTIONAL INVESTMENT AND MAJOR SOURCES OF CAPITAL
This high level panel will provide insight from the ultimate sources of capital for many renewable energy companies and projects: the institutional investors. Representatives of funds with an active interest in the clean energy sector will give their perspectives, discussing the opportunities for investors in the current market.
Co-Chairs:

• Katherine McAvoy, Partner, Winston & Strawn LLP

Speakers:

• Kevin Parker, Global Head of Asset Management, Deutsche Bank
• Mindy Lubber, President, CERES
• Jeffrey Holzschuh, Vice Chairman, Investment Banking Division, Morgan Stanley

SESSION 11: VENTURE CAPITAL AND CORPORATE INVESTMENT

A panel of senior venture capitalists will discuss their perspectives on the clean energy sector, asking where the new opportunities lie and how early stage investors are responding to developments in technology and policy support for the sector.
Co-Chairs:

• Bruce A. Pasternack, Venture Partner, CMEA Ventures
• Peter L. "Chip" Korn, Partner, Sonnenschein Nath & Rosenthal LLP

Speakers:

• Stephan Dolezalek, Managing Director and Group Leader, CleanTech, Vantage Point Venture Partners
• Ira Ehrenpreis, General Partner, Technology Partners
• Ethan Zindler, Head of Research, North America, New Energy Finance

SESSION 12: CRYSTAL BALL PANEL

The final session will bring together thought leaders in the energy and environment sectors, to convey a vision of the future. The senior panelists will use the conference’s conclusions to project forward, giving their views of the future for investors, developers, lenders and other stakeholders from across the renewable energy economy.
Chair:

• Vijay Vaitheeswaran, Correspondent, The Economist

• Don Paul, Executive Director, University of Southern California Energy Institute and William M. Keck Chair of Energy Resources
• Neil Auerbach, Managing Partner, Hudson Clean Energy Partners
• Dan Reicher, Director, Climate Change and Energy Initiatives, Google, Inc. (Invited)
• Michael Ware, Managing Director, Good Energies

Closing Remarks

• Gerard Strahan, Managing Director, Euromoney Energy Events
• Michael Eckhart, President, ACORE