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///////SUMMIT PROGRAMBNEFSUMMIT.COM

INNOVATE > GENERATE >> INTEGRATE >>>

THE FUTURE OF ENERGY

NEW YORK 19-21 MARCH

http://bnefsummit.com

The fifth annual Bloomberg New Energy Finance Summit has established itself as the leading forum for decision-makers in clean energy. The industry’s most thought-provoking speakers and influential players convene, providing an unrivalled opportunity for interaction between investors, executives, policy-makers and regulators - individuals from across the entire energy supply chain.

Global investment in clean energy reached a new record of $260bn in 2011, up 5% on 2010 and almost five times the 2004 total of $53.6bn. Continued growth brings rewards - and challenges - in nearly every sector. The Summit tackles issues which are tactically and strategically important and from which future market development will emerge. We don’t talk quarters. We discuss decades.

Taking place in New York 19-21 March 2012, 500 industry leaders from around the world will meet to exchange their points of view on where these sectors are heading, to network, to do business.

This is the must-attend event for leaders in the clean energy and the energy sectors. Register your interest in attending as soon as possible - spaces are limited. Regards,

Michael Liebreich - Summit ChairChief Executive, Bloomberg New Energy Finance@MLiebreich

bnefsummit.com///////WELCOME TO THE BLOOMBERGNEW ENERGY FINANCE SUMMIT 2012

19-21 MARCH | NEW YORKbnefsummit.com




Justin Adams Head of Strategy, BP Alternative EnergyKhalid Al Hajri Board Member and CEO, Qatar Solar TechnologiesGeorge Ashton CFO, Sol SystemsNeil AuerbachManaging Partner, Hudson Clean Energy PartnersMustapha Bakkoury President, Moroccan Agency for Solar Energy Tzeporah Berman Co-director, Climate and Energy, Greenpeace InternationalPaul Boothe, Deputy Minister Environment CanadaRick Boucher (Former Congressman) Sidley & Austin LLCWilliam Brady CEO, Mascoma Corporation Conrad Burke Founder and General Manager, DuPont InnovalightJorge Calvet Chairman and CEO, Gamesa Corporacion TecnologicaJaime Carlson Advisor for Finance and Operations to Secretary Chu US Department of EnergyJohn CavalierManaging Partner, Hudson Clean Energy PartnersRandy Chang Managing Director, AUO Green Energy AmericaCraig Coburn CFO, BP Alternative Energy

Kimberly Corley Managing Director of CO2 and Environmental Affairs, ShellDavid Crane CEO, NRG EnergyDamian Darragh Financial Managing Director, Terra FirmaLee Davis SVP/Regional Pesident Northeast, NRGMarcelo de Andrade Director Business Development for Latin America, Earth Capital PartnersAspásia de Camargo Government of BrazilRachel Dyke Director, Product Finance, SunrunJeff Eckel President and CEO, Hannon ArmstrongMichael Eckhart Managing Director, CitigroupDominic Emery Chief of Staff, BP Alternative EnergySalvador Escobedo Founder and Managing Partner, Solam GroupDavid Eyton Group Head of Research and Technology, BPEdwin Feo Managing Partner, USRG Renewable FinanceBrindusa Fidanza Associate Director, Deputy Head Climate Change Initiatives, World Economic Forum

Gil Forer Global Cleantech Leader, Ernst & YoungMark Fulton Global Head of Climate Change Investment Research, Deutsche Bank GroupChee Kiong Goh Director Cleantech, Singapore EDBMichael Grundmeyer Vice President, 3TIERTim Healy CEO, EnerNOCBob Hinkle President and CEO, Metrus EnergyCharles Holliday Chairman of the Board, Bank of AmericaJeff Holzschuh Vice Chairman, Investment Banking Division, Morgan StanleyMark Hopkins Director of International Energy Efficiency, UN FoundationJean Huby CEO, AREVA WindKirsty Jenkinson Director of Markets and Enterprise Program, World Resources InstituteRay O. JohnsonCTO, Lockheed MartinNigel Jollands Principal Policy Manager, EBRD Christopher Moyell Juul Head of Strategy, DONG Energy

MEET OUR 2012THOUGHT LEADERS////////////////////////////////////////////////////////////////////


For a full list of 2012 delegates visit bnefsummit.com

To register, please visit bnefsummit.com



Abyd Karmali Managing Director and Global Head of Carbon Markets Bank of America Merrill LynchRichard Kauffman Senior Advisor, US Department of EnergyRecep Kendircioglu Managing Director, John HancockSean Kidney Chair, The Climate Bonds Initiative Nat Kreamer CEO, Clean Power FinanceHenrik Kuffner CEO, WindmadeKatrina Landis CEO, BP Alternative EnergyBruce LiVP of International Business, Ming YangLiam LiSenior Business Director, BYD AmericaPeter Littlewood Group Director, Operations, CLPAmory Lovins Cofounder, Chairman and Chief Scientist,Rocky Mountain Institute Ray MabusSecretary of the United States NavyLowell McAdam CEO, VerizonDennis McGinn President, ACORECarrie McKellog Unit Chief, Access to Basic Services, Multilateral Investment Fund, IADB

Ricardo Melendez Ortiz Co-founder and CEO, International Centre for Trade and Sustainable DevelopmentAdam MonroePresident US, NovozymesClay Nesler VP, Global Energy and Sustainability, Johnson Controls Inc.Paddy Padmanathan Chairman and CEO, ACWA PowerMassimo Pecorari Global Co-head of Project Finance, UnicreditTorben Möger Pedersen CEO, PensionDanmarkLiz Porter Director, Corporate Energy Initiatives, Lockheed Martin Corporation Dacai Qi Board Vice-President, ChinaSouthern Power Grid Co.,Ltd.Shawn Qu Chairman, President, and CEO, Canadian SolarGil Quiniones President and CEO, New York Power AuthorityAssaad Razzouk CEO, Sindicatum GroupTheodore Roosevelt IV Managing Director, BarclaysV. Saibaba CEO, Lanco SolarSamer Salty Chief Executive, Zouk VenturesJimmy Samartzis Managing Director of Environmental Affairs and Sustainability, United Continental Airlines

Zhongmin ShenHead of China Operations, Hudson Clean Energy PartnersSumant Sinha Chairman & CEO, ReNew Power Jay SpencerCleantech Director, Americas, Ernst & Young Carsten Staur Permanent Representative to the UN DenmarkPaula Stern Founder and Chair, The Stern GroupPeter Stricker V.P. Offshore Wind Development, NRG EnergyNobuo Tanaka Former Executive Director of International Energy Agency, Global Associate for Energy Security and Sustainability The Institute of Energy Economics, JapanJohn Tombari President, Carbon Services, SchlumbergerSimon Upton Director, Environment Directorate , OECDInderpreet Wadhwa CEO, Azure PowerMike Winkel CEO, E.ON Climate & RenewablesDr. Ping XieCEO, GCL Solar System Dana Younger Senior Advisor, Renewable Energy & Sustainability Infrastructure Department, International Finance CorporationKandeh Yumkella Director-General, UNIDO

MEET OUR 2012THOUGHT LEADERS ////////////////////////////////////////////////////////////////////


For a full list of 2012 delegates visit bnefsummit.com




Bloomberg New Energy Finance University is part of day one’s focus on innovation and technology. Analytically intense but also eye-opening, the University sessions address the state of innovation in key sectors and the opportunity for cost improvements from breakthrough technology, scale and process.

Strategy breakfasts by BNEF analysts & thought leaders. These sessions are clear, succinct, single issue-focused sessions structured around a short presentation and moderated in-room discussions.

Plenary sessions by BNEF & thought leaders. These are big hitting panels addressing the macroeconomic, structural issues and interrelationship of individual industries and markets, often addressed in more detail in the Breakout sessions.

Plenary working sessions by BNEF & thought leaders. These sessions are the working sessions for Summit as a cohesive group, addressing issues raised in the main plenary sessions.

Breakout sessions by sector specialists. Short presentation, brief panel debate and then highly interactive floor discussion including votes on key questions, with a rapporteur taking notes.

Rapporteurs are the connective tissue of the plenary and breakout sessions, carrying lessons learned and key findings from sector discussions into the main hall.

Summit 2012’s structure enables delegates to address industry specific questions while understanding how these fit in the broader picture. The Summit draws on content and thought leadership of our sector and cross-sector insight teams in a number of formats:

SUMMIT:NETWORKENGAGEACTKEY DIFFERENCES 2012:

// Breakout sessions allow deep, interactive discussions focused on specific issues, industries and commodities whilst at the same time increasing the intimacy and quality of the sessions

// Engagement of partners, UN, OECD and others increase the depth and impact of discussion on ßpolitical debate: policy + economics = future markets.




MONDAY 19 MARCH /// INNOVATE

SUMMIT AGENDA DAY 1 Day one focuses on the potential for dramatic improvements in technology, and explores where continued innovation will drive growth.

11:00 AM - 1:00 PM Registration

1:05 PM - 1:15 PMWelcome to Bloomberg New Energy Finance Summit 2012• Chairman’s remarks: Michael Liebreich, Chief Executive, Bloomberg New Energy Finance

1:15 PM - 1:30 PMOpening keynote –Technologies of the future• Dan Doctoroff, President of Bloomberg LP highlights the technologies and innovation trends which will affect the future of this industry

1:30 PM - 2:30 PM

BNEF University–Innovations in technology & process• Sector specialists present on the state of innovation in their sector, identifying the pace of technological change and the balance

of technological breakthroughs (eg enabled by VC investors) vs relentless process improvements (eg enabled by manufactirung experience)

• Wind, Solar, Bio-energy, Energy Smart Technologies, Geothermal and Water

2:30 PM - 2:50 PMCEO Sitdown• Frank discussions with Lowell McAdam, CEO, Verizon

2:30 PM - 3:30 PM CTO Sitdown




SUMMIT AGENDA DAY 1 (continued)

2:50 PM - 3:30 PM Coffee break

3:30 PM - 4:30 PM

CTO Sitdown• David Eyton, Group Head of Research and Technology, BP;• Ray O. Johnson, CTO, Lockheed Martin• Jeffrey Katz, CTO Energy and Utilities, IBM;• Amory Lovins, Chairman and Chief Scientist, Rocky Mountain Institute;• Dr. Klaus-Dieter Maubach, CTO and Member of the Board, E.ON These CTO’s from leading industry companies discuss which technologies are on the rise and how they could affect their future strategies.

4:30 PM - 5:35 PM

The New Energy Pioneers 2012 • Bloomberg New Energy Finance is proud to announce its third roster of New Energy and Water Pioneers. These companies have been selected from hundreds of applicants around the world. They have been chosen by an expert selection committee as companies to watch, with the potential to make a significant new impact on our existing systems of energy, water, and the world of energy smart technology.• Summit delegates are invited to participate in a fictional New Energy Pioneers investment round via their iPad.

EVENING ACTIVITY

6:00 PM - 7:30 PMNew Energy Pioneers Cocktail Reception (By invitation only)• An opportunity to network with and learn more about the next set of New Energy Pioneers.



5:35 PM - 5:40 PMPartner closing remarks• Gil Forer, Global Cleantech Leader, Ernst & Young• Jay Spencer, Americas Cleantech Director, Ernst & Young

5:40 PM - 5:45 PM Day close


SUMMIT AGENDA DAY 2Day two explores the challenges and opportunities of a long-term clean energy market: capital sources, technology choices, consumer behavior, and the mechanisms necessary to reach and maintain half a trillion dollars in annual investment.

Breakfast SessionsGlobal market size forecasting track

Business strategy track

Geographic track

7:45 AM – 8:45 AM

Issue-focused sessions structured around a short presentation and moderated in-room discussions, led by BNEF analysts.

Energy efficiency financing: Time to deliver

Breakout Room 1

Connecting cities: A network approach for new energy adoption

Breakout Room 2

Latin America: beyond Brazil

Breakout Room 3

Europe: NREAPs, energy & austerity− how the economic crisis will affect energy policy

Breakout Room 4

China: domestic development and international emergenceSession Sponsor: Hudson Clean Energy PartnersBreakout Room 5

9:00 AM - 9:05 AMPartner opening remarks • Katrina Landis, CEO, BP Alternative Energy

9:10 AM - 9:40 AMKeynote–State of the industry• Michael Liebreich, Chief Executive of Bloomberg New Energy Finance presents his yearly vision of clean energy market dynamics and looks ahead to the next year, five years, ten years, and beyond.

TUESDAY 20 MARCH /// GENERATE



9:40 AM - 10:25 AMPlenary session–Question Time!• Based on the long running British political discussion show. Topical debate, with political, industry and financial figures answering questions from the audience.



10:25 AM - 10:45 AMKeynote –Clean energy trade and international competitiveness• Paula Stern, Founder and Chair of The Stern Group, offers a view on the current dynamic and a view on how key areas of US-China and EU-US discussions will develop.

10:45 AM - 11:15 AM Coffee break

11:15 AM - 12:30 PM Breakout Sessions



Breakout sessions by sector specialists: short presentation and brief panel debate extended to a highly interactive floor discussion.

Big fracking deal?Gas, shale gas, nuclear and coal - the outlook for energy prices

Breakout Room 1

Solar: competitive in new marketsPrices, company differentiation and business models in PV

Breakout Room 5

Wind turbine product strategyWind turbine prices, technical failure, & product strategy

Breakout Room 2

Capitol Hill: to green or not to greenA briefing from the Hill and an insight into the Presidential campaign

Breakout Room 3

Smart grid goes globalHow the adoption of modern grid technology impacts utility businesses around the world

Breakout Room 4

12:30 PM - 2:00 PM Lunch

2:00 PM - 2:25 PM CEO Sitdown• Frank discussions with David Crane, CEO, NRG Energy



2:25 PM - 3:30 PMPlenary session–The evolution of infrastructure lending & capital project financing: towards a US model?• Leading investors, debt financiers and regulators discuss the impact of Basel III and Solvency II on the clean energy industry.

3:30 PM - 4:00 PM Coffee break

4:00 PM - 4:20 PMSecretary Sitdown• Ray Mabus, Secretary of the United States Navy, shares his views on energy procurement in a frank discussion.

4:20 PM - 4:25PMFire starter–A clean debt capital market• Sean Kidney, Chairman of the Climate Bonds Initiative, presents on how their vision is playing out.

4:25 PM - 5:00 PM

Plenary working session–Accelerating the shift to consumer-driven markets• Crowd-sourcing exercise examining and proposing measures which could have a positive impact on the growth of clean energy at the lowest cost by allowing demand to be set by the most discerning buyer - the consumer. Rating of different initiatives. Includes case studies of WindMade, CREX, Star Energy Ratings, Climate Bonds, ESG Statistics.

5:00 PM - 5:15 PMRapporteurs’ session • Rapporteurs are the connective tissue of the plenary and breakout sessions,carrying lessons learned and key findings from sector discussions into the main hall.

5:15 PM - 5:20 PMPartner closing remarks• Charles Holliday, Chairman, Bank of America

5:20 PM - 5:30 PM Day close





EVENING ACTIVITY After the cocktail reception, delegates attend a dinner based on their interests, and then reconvene afterwards for coffee and drinks.

7:00 PM - 8:00 PM Cocktail reception

8:00 PM - 10:00 PMThemed dinners• The themed dinner evening is always a highlight of the Summit. Our major sponsors each choose a current theme and invite one or more speakers to attend their topical evening.




WED 21 MARCH /// INTEGRATE

SUMMIT AGENDA DAY 3Day 3 addresses the integration of innovation and new power and fuel generation into existing networks and processes present through markets and system designs. Also in sharp focus are the developing markets, initiatives and business models which are flourishing in the broad umbrella of the United Nation’s Year of Sustainable Energy for All.

Breakfast Sessions Markets track Geographic track

7:45 AM – 8:45 AM

Issue-focused sessions structured around a short presentation and moderated in-room discussions, led by BNEF analysts.

Living on the edgeSurviving SREC price volatility

Breakout Room 5

Pricing carbon The future of market-based mechanisms

Breakout Room 2

New solar markets and challenges ahead

Sponsored by:Canadian Solar

Breakout Room 3

Middle East and Africa Crisis, investment and opportunity

Breakout Room 4

Pacific rim geothermal & asset performance

Breakout Room 1

9:00 AM - 10:30 AM Where’s the spark? The future of power Impact of renewable energy on supply, pricing, and demand management on companies and business modelsBreakout Room 3

Carbon capture and storage CCS and the enhanced oil recovery market

Breakout Room 1

Bio-energy pathwaysBuilding flexibility into new plant construction

Breakout Room 5

India at the $10bn inflection point?

Breakout Room 4

The water-energy nexusPressure points & solutions

Breakout Room 2



11:00 AM - 11:20 AMFire starter–Energy, environment and economic growth - the interplay of risk• Global business community launch of the OECD’s report - Environmental Outlook to 2050 - examining critical trends in energy, water, biodiversity and health, with Simon Upton, Director at the OECD Environment Directorate



1:30 PM - 1:45 PMEye opener - The next-generation ethanol economy: Myth or reality• Interview and interactive session with Adam Monroe, President US, Novozymes

1:45 PM - 1:55 PMKeynote• Charles Holliday, Chairman, Bank of America

1:55 PM - 3:00 PMPlenary session - The future of energy - path to a post-subsidy world? • Four senior policy makers and investors conclude the Summit with their views on the policy developments that we can expect this year, the progress that will be made and where we can expect to be in five years time and respond to the findings of the Talkback session.

3:00 PM - 3:05 PM Results from the New Energy Pioneers Day 1 vote

3:05 PM - 3:15 PM Summit Chairman’s Closing Thanks

3:20 PM - 3:30 PMPartner’s closing remarks• Lockheed Martin

3:30 PM - 5:00 PM Closing reception



11:20 AM - 12:20 AMPlenary session–Environmental outlook to 2050 - how will this really affect policy-making and investment behaviour?• Leading economists and financiers examine what the trends in the OECD report mean for the business and investment community.

12:20 AM – 13:30 AM Lunch


///////LONDONIngo Steinhaeuser E: [email protected] T: +44 (0)20 3216 4731

NEW YORKDave PoritzkyE: [email protected] T: +1 212 617 7152

©2012 Bloomberg L.P. All rights reserved. 47266937 0112

BNEFSUMMIT.COM

For further information about participation or partnering with the 2012 Summit, please contact:


mailto:[email protected]

mailto:[email protected]


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