we connect developers to capital and capital to … 19_updated 07.10.19.pdf · co-founder and ceo...

17
WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO SOLAR AND STORAGE PROJECTS YOUR SPEAKERS INCLUDE: Alicia Barton President and CEO New York State Energy Research and Development Authority (NYSERDA) Jacqueline DeRosa Vice President - Battery Energy Storage Systems Ameresco Erin Talbot GM of Solar Mosaic Sangeeta Ranade VP of Clean Energy Business NY POWER AUTHORITY #TerawattsAndTrillions 29 - 30 October 2019 | The New Yorker, NYC, USA GOLD SPONSOR EXHIBITORS 6th Annual BRONZE SPONSORS SILVER SPONSORS Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Upload: others

Post on 24-Mar-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO SOLAR AND STORAGE PROJECTS

YOUR SPEAKERS INCLUDE:

Alicia BartonPresident and CEONew York State Energy Research and Development Authority (NYSERDA)

Jacqueline DeRosaVice President - Battery Energy Storage SystemsAmeresco

Erin TalbotGM of SolarMosaic

Sangeeta RanadeVP of Clean Energy BusinessNY POWER AUTHORITY

#TerawattsAndTrillions

29 - 30 October 2019 | The New Yorker, NYC, USA

GOLD SPONSOR EXHIBITORS

6th Annual

BRONZE SPONSORSSILVER SPONSORS

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 2: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

6GW of state-wide PV by 2025: enough to sustain one million households

$4.5 trillion investment required in the USA renewable energy and storage to create 100% renewables in the USA by 2030 or 2040.

New York’s Green New Deal put US$350m investment into energy storage: investments into de-carbonisation include US$280 million which will be disbursed by NYSERDA and a further US$70 million to be allocated “based on opportunities that have the greatest potential to support a self-sustaining storage market” in the future.

KEYNOTE SPEAKER

ABOUT NYSERDA New York State has Passed the Most Ambitious Climate Target in the USA: Zero Carbon Electricity by 2040, Net Zero Carbon Economy by 2050In June 2019, Governor Andrew Cuomo’s ambitious Clean Energy Community Protection Act was endorsed by legislators. This legislation requires the decarbonisation of New York’s power system by 2040 and net zero emissions by 2050. This will require a minimum of 70% of State power generation to be renewable energy which will also step in as older power plants in the state are shut down. The legislation would see 6GW of solar – enough to sustain one million households – rolled out by 2025.

ALICIA BARTON

President and CEO

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 3: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

YOUR SPEAKERS AND ROUND TABLE HOSTS INCLUDEAlicia BartonPresident and CEONew York State Energy Research and Development Authority (NYSERDA)

Christine WeydigDirector, Office of Environmental and Energy ProgramsPort Authority of New York and New Jersey

Erick FordExecutive DirectorNJ Energy Coalition

Jason BarrettVice President of Structured Finance & InvestmentsGAF

Adam BernsteinManaging DirectorNorth Sky Capital

Dan CarySVPGreen Investment Group

Erin Talbot General Manager of SolarMosaic

Jason Doling Assistant Director of the Distributed Energy Resources TeamNew York State Energy Research and Development Authority (NYSERDA)

Adam KuehneSVP of Project FinanceSummit Ridge Energy

Daniel CrotzerPresident Fractal Energy Storage Consultants

Eva Pauly-BowlesManaging DirectorCiel et Terre, USA Inc

Jean TrudelChief Investment and Development OfficerInnergex

Andrew GilbertPrincipalEnergy Capital Partners

Daniel LynchCounselAkin Gump Strauss Hauer & Feld LLP

Evan TureSales and MarketingIndie Energy

Jeff JustCo-Founder and CEORadiantREIT

Angelina GalitevaVice Chair of CAISO and Board President Renewables100 Policy Institute

David GiordanoManaging Director, Global Head - Renewable Power BlackRock

Fleming RayManager Solar + StorageDNV GL Energy

Jessica BaileyCEO & Co-founderGreenworks Lending

Ani BackaUS Director, Regulatory Strategy and Utility InitiativesSonnen

David SherCo-Founder and Senior Managing DirectorGreenbacker Group

Fred PetitPower & Infrastructure FinanceInvestec Holdings

Joan FangVice President - Infrastructure and PowerAres Management

Benjamin KrausePartner3i Group plc

Dr. Gary DorrisCEO & Co-Founder Ascend Analytics

Holly ChristieGeneral CounselHecate Energy

Johannes RittershausenCEOConvergent Energy + Power

Bryan BirsicCo-Founder & CEOWunder Capital

Enrico LadendorfManaging Director and Co-FounderPason Power

Jacqueline DeRosaVice President - Battery Energy Storage SystemsAmeresco

John SniffenSenior DirectorkWh Analytics

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 4: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

YOUR SPEAKERS AND ROUND TABLE HOSTS INCLUDEJon PowersCo-Founder & PresidentClean Capital

Mona E. DajaniGlobal Head of Energy and InfrastructurePillsbury Winthrop Shaw Pittman LLP

Ryan DonnellyDirector of Structured Finance & StrategyEDF

Suleman KhanCEOSwell Energy

Laura SternPresident Nautilus Solar Energy

Paul ColatrellaHead of Clean Energy Infrastructure CreditCapital Dynamics

Ryan HamiltonSenior Advisor Javelin Capital

Susanne DesRochesDeputy Director, Infrastructure and EnergyNew York City Mayor’s Office of Resiliency

Liam ThomasChief Investment OfficerNew Energy Solar Manager

Paul SpencerCEOClean Energy Co

Sangeeta RanadeVP of Clean Energy BusinessNY Power Authority

Tara NarayananNorth American Solar AnalystBloomberg NEF

Lindsay GorrillChief Executive OfficerKORE Power

Peter ColemanSenior Vice President, Structured Finance Clean Choice Energy

Shail MehtaManaging Director, Global Power & Alternative Energy Citi

Upendra J. ChivukulaCommissionerN.J. Board of Public Utilities

Luke ForsterBusiness Analyst, DERNYSERDA

Reid CapalinoPartner Aligned Climate Capital

Sripradha IlangoChief Financial OfficerSoltage

William SilvaCEOUnited Renewable Energy

Luke RogersDirector of Business DevelopmentBirdseye Energy

Robert GoldsteinChairman and CEOUnique Surety And Insurance Services Llc

Steve RaederCEOSummit Ridge Energy

Yayoi SekineEnergy Storage LeadBloomberg NEF

Matthew HankeyPresidentNew Energy Equity

Rohan SinghManaging Director NextEnergy Capital

Stacey HughesChief Financial OfficerSunlight General Capital

John LawhornSr. Director of Policy PlanningMidcontinent Independent System Operator

Mike GrunowExecutive Vice President Arevon DC – By Capital Dynamics Clean Energy Infrastructure Platform

Ron NickelsonCo-founder, President, and COOHCS Renewable Energy

Stacey KustersPresidentBHE Renewables

AND THAT’S NOT ALL…TO SEE THE FULL SPEAKER LIST CLICK HERE

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 5: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

SECURE BUSINESS IN ONE OF THE BIGGEST GROWTH MARKETS FOR SOLAR AND STORAGE

WIN NEW BUSINESS AT SOLAR & STORAGE FINANCE USASecond only to China, the USA solar and storage markets reached new highs in 2018 and the first half of 2019. Surpassing 2 million solar installations in May 2019, the market enjoyed its largest Q1 in history with 2.7 GW installed, and 4.9 GW of large scale solar projects in construction. Storage is also coming of age. Spurred by Order 841 and individual state targets, Q1 2019 was also a bumper year for energy storage with 148.8 MW installed.

BE PART OF THE SOLUTION IN OCTOBERAs the market grows, new challenges emerge. The 2019 event is geared towards enabling all participants to make money from solar and storage projects. We will equip attendees with a post-ITC toolkit that will enable them to maximise the value of PPAs, lower the cost of capital, find new markets to develop in, and meet new partners with capital to invest or shovel ready projects.

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 6: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

Get set for the ITC step downLearn how companies are preparing for the absence of the ITC, we bring lessons from European markets where subsidies have already been wound down and will show you how to make sure your business is in great shape.

Win business in New York StateNew York State is leading the charge in the move to transition its energy mix into a low carbon era. With the recent passage of the Climate Leadership and Community Protection Act, a 70% target for solar as a source of power generation, several successful RFPs, Nyserda will llead a session which will show you why the State of New York is one of the best places to develop projects.

See how to create a revenue stack to maximise returns from a batterySee how the market’s unique features will work with revenue stacking and find out what the differences are, compared to other markets in the USA.

Who should own storage? And who should shoulder associated cost?How can we as an industry ensure that batteries are able to provide useful services to public utilities precluded from owning generation? And, how do we get the balance right between public and private ownership of storage assets?

Contact credible developers and meet with investors who are ready to work with me?We’ve got you covered! Take a look at who’s already confirmed on page 5!

TACKLE THE BIG 5 CHALLENGES HEAD ON

1

2

3

4

5

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 7: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

SNAPSHOT: WHO’S IN THE ROOM AS OF JULY 31? Solar & Storage Finance USA is always senior and always attracts serious deal-makers. Here's a sneak peak of some of the companies already con-firmed to attend.

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 8: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

08:30 - 09:00 REGISTRATION AND REFRESHMENTS

09:00 OPENING REMARKS FROM THE CHAIR Jon Powers, Co-Founder & President, Clean Capital

09:10 - 09:35 WELCOME FROM NEW YORK STATENew York State is leading the charge in the move to transition its energy mix into a low carbon era. With the recent passage of the Climate Leadership and Community Protection Act, a 70% target for solar as a source of power generation, several successful RFPs, this session will look at why the State of New York is one of the best places to develop projects.

Alicia Barton, President & CEO, New York State Energy Research and Development Authority (NYSERDA)

09:35 - 10:25 TERAWATTS AND TRILLIONSTrillions of dollars are needed if we are to hit our climate change mitigation goals and the power sector is undergoing a fundamental shift as generation becomes more decentralized, storage matures and comes down in cost and more technologies hit the sector. These factors create a huge opportunity for investors but the industry needs to provide comfort that the risks are low to attract more institutional funds. This session is designed to explore:• Returns from solar and storage – an analysis of what to expect and how to keep them high• Asset owners speak back: solar, solar+storage and storage as asset classes – how do they compare with other infrastructure investments?• Thoughts about how the industry can attract long term capital to the market• How to increase deal value and project size – examples from recent deals• How effective has securitization been at attracting investors with low risk appetites?• Macro issues affecting investor risk appetite: economics, politics and climate change• The impact of oil and gas company acquisitions in the market: what might their next steps be?

MODERATOR: Jon Powers, Co-Founder & President, Clean Capital David Giordano, Head of Clean Investing, BlackrockStacey Kusters, President, BHE RenewablesMona E. Dajani, Global Head of Energy and Infrastructure, Pillsbury Winthrop Shaw Pittman LLP

DAY ONE 29 OCTOBER 2019

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 9: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

RISK MITIGATION

10:25 - 11:00 DISPATCHABLE SOLAR ON THE RISE - SOLAR & STORAGE OUTLOOKThe future of solar and storage industries are intertwined, as dispatchable solar becomes a new normal. In 2018, the U.S. added nearly 10GW of solar and 300MW of storage. This year, almost 2GW of solar-plus-storage projects have been announced to be delivered over the next four years. Developers seek to deliver both technologies, and investors are trying to understand the risks involved. More than a trend restricted to sunny states with arbitrage opportunities, join to hear BloombergNEF’s take on:• U.S. solar market update: how new capacity and price declines will fare as tariffs distort supply• How solar-plus-storage contracts are structured to value different services, and how these contracts are evolving.• With a new solar-plus-storage contract announced each month, who are the players to watch?• The changing landscape of solar development – portfolio acquisitions, and new market entrants• What are the drivers for the drop in energy storage costs?• What is the technology evolution underlying the growth in energy storage?• Why is there a dominance of lithium-ion, and will that change?

Tara Narayanan, North American Solar Analyst, BLOOMBERG NEFYayoi Sekine, Energy Storage Lead, BLOOMBERG NEF

11:00 - 11:30 NETWORKING REFRESHMENT BREAK

11:30-11:50 ENCOURAGING ADDITIONAL FINANCING INTO THE 200KW-10 MW SIZE PROJECTS FOR C&I AND URBAN ROOFTOP COMMUNITY SOLAR

Robert Goldstein, Chairman and CEO, Unique Surety and Insurance Services LLC

DAY ONE 29 OCTOBER 2019

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 10: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

DEBT, EQUITY & TAX EQUITY: HOW TO ATTRACT IT INTO PROJECTS IN 2020

11:50 - 13:00 EVOLUTION IN CAPITAL: DEBT, EQUITY AND TAX EQUITYThis session will look at how traditional capital providers to the sector are evolving their offerings to deal with increased complexity in project design. We will look at co-located solar and storage case studies to ask whether the economics are there yet and what project developers can do to work more effectively with partners. • How to attract capital to a project – what do you need to do to work with providers in the future?• How is the project finance market evolving and how are debt providers working on more

complicated project designs?• How does the cost of capital compare for solar, co-located solar and storage, and stand-alone

storage?• Are we in a lithium bubble or are capital providers ready for other storage technologies?• How are lenders dealing with complicated capital stacks?

Ryan Hamilton, Senior Advisor, Javelin CapitalBenjamin Krause, Partner, 3i Group plc Dan Cary, SVP, Green Investment GroupJeff Just, Co-Founder & CEO, Radiant REITJason Barrett, Vice President of Structured Finance & Investments, GAFFleming Ray, Manager, Solar + Storage, DNV GL – ENERGY

11:50 - 13:00 100% RENEWABLES: MOVING FROM TALK TO ACTIONThis afternoon session will feature a deep dive into how we can drive uptake for renewables at a state level, a city level and through corporate energy buying.• The interplay between Federal policy-making and state-level policy-making in driving the market

forward• Review of states with a 100% renewable target – is the infrastructure and the capital there to

support it?• From cities to corporates – how can you work with large energy users?• Did we reach the 6.4 GW* highs from the corporate market predicted in 2018 – what can the

industry do to improve this?• What new mechanisms are available to hedge risk? What is the relationship between generation,

energy buyers and networks now?• What is the size of the corporate PPA market in 2020?* EY identified corporate buyers entered into over 6 GW of power purchase agreements (PPAs) in the USA in 2018

MODERATOR: Stacey Hughes, Co-Founder, SunLight General CapitalChristine Weydig, Director, Office of Environmental and Energy Programs, Port Authority of New York and New JerseyErick Ford, Executive Director, NJ Energy CoalitionSusanne DesRoches, Deputy Director, Infrastructure and Energy, New York City Mayor’s Office of ResiliencyUpendra J. Chivukula, Commissioner, N.J. Board of Public Utilities

DAY ONE 29 OCTOBER 2019

Invaluable experience speaking with industry experts!” P.G. AC Investment Management

STREAM ONE STREAM TWO

13:00 - 14:30 LUNCH BREAK AND NETWORKING

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 11: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

DAY ONE 29 OCTOBER 2019

LCOE FOR ENERGY STORAGE

14:30 - 14:50 LEVELISED COST OF ENERGY WITH ENERGY STORAGE• Comparison of project costs with traditional fuels • Calculating the cost – what do you need to bear in mind?• In terms of cost of energy; how long will it take to get the economics to work in different use cases?

Dr. Gary Dorris, CEO & Co-Founder, Ascend Analytics

14:50 - 15:15 The big debate: should you invest in storage and solar PV now?• Why install anything now if the costs are coming down? • What are the possible revenue streams, expected generation and payback periods? • Legal issues between tenants and landlords • Matching with cities’ plans for renewable energy and storage • How should you value power moving forward? • Which PPA structure should you go for: standard or synthetic?

Daniel Lynch, Counsel, Akin Gump Strauss Hauer & Feld LLPJessica Bailey, CEO & Co-founder, Greenworks LendingBrendan Neagle, EVP Project Finance, Borrego Solar

HOW TO GET THE BEST VALUE FROM YOUR PPAS

15:15 - 16:00 HOW TO GET THE BEST VALUE FROM YOUR PPASThis session will outline how the PPA market is evolving and how companies have negotiated the best value from their PPA.• How to work with different offtakers coming to the market – understanding their needs and winning

business• How successful generators are changing their offerings and structuring deals• Hedging merchant risk• Allocating balancing risk in the right way between stakeholders• Overview of strengths and weaknesses of different markets• Can the market sustain lower cost PPAs?

Luke Rogers, Director of Business Development, Birdseye EnergyEvan Ture, Sales and Marketing, Indie EnergyHolly Christie, General Counsel, Hecate Energy

16:00 - 16:40 REFRESHMENTS AND NETWORKING

DEAL RADAR: UPDATE FROM DEVELOPERS ON 2020 PIPELINE

14:30 - 15:15 PROJECT CASE STUDIES • How is an abundance of capital affecting developers?• Locations emerging as hotspots• Project design – focus on solar + storage• How are developers dealing with complicated revenue options?• Utility scale Vs. C&I Vs. large scale residential• Success themes – what’s driving success in 2019?

Ryan Donnelly, Director, EDF Renewable EnergyMike Grunow, Executive Vice President, Energy Storage, Arevon DCJacqueline DeRosa, Vice President - Battery Energy Storage Systems, Ameresco Jean Trudel, Chief Investment and Development Officer, Innergex

SECONDARY MARKETS AND M&A

15:15 - 16:00 UNDER NEW OWNERSHIP?This panel will give the audience an update on assets changing hands, and the M&A landscape in theUSA. We will look at where capital and buyers are coming from, how to win investment and how thetrends 2019 has presented might continue. Discussion points include:• Secondary markets – deal flow in 2019, are we trading on a project-to-project basis or portfolios and

companies?• How have successful deals been structured? What elements helped?• What do asset owners need to do to get the best deal?• How will traditional energy companies approach the market in the future? (utilities, oil and gas)• Do investors see oil and gas companies as competitors, capital providers or partners?• What are we seeing in terms of valuations?• How are O&M and Technical Asset Managers supporting deal values?

MODERATOR: Shail Mehta, MD, Global Power & Alternative Energy, CitiLaura Stern, President, Nautilus Solar EnergyRohan Singh, Managing Director, NextEnergy CapitalAndrew Gilbert, Principal, Energy Capital PartnersMona E. Dajani, Global Head of Energy and Infrastructure, Pillsbury Winthrop Shaw Pittman LLPSripradha Ilango, Chief Financial Officer, Soltage

16:00 - 16:40 REFRESHMENTS AND NETWORKING

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 12: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

DAY ONE 29 OCTOBER 2019

REGULATION AND POLICY

16:40 - 17:15 REGULATION AND POLICYThis session will provide a deep dive into the policy landscape in the USA and provide insight into what panelists and the audience expect in 2020, how a Green Deal could play out, the impact that FERC Order 841 has had and how to prepare for a future without subsidies.• What could the New Green Deal mean for the industry• FERC Order 841 – what have the results been for deployment of storage?• Audience vote: where would they like policy to move in 2020?• Post subsidy era – what mechanisms would be useful to the industry in the absence of subsidization?• Is there a need for policies aimed at energy buyers?• Dealing with the ITC phase out

Ani Backa, US Director, Regulatory Strategy and Utility Initiatives, Sonnen Erin Talbot, General Manager, Mosaic

IS IT TIME TO LOOK AT RESIDENTIAL STORAGE?

16:40 - 17:15 RESIDENTIAL STORAGE – AGGREGATION MODELS TO SCALE UP INVESTMENT OPPORTUNITIESThis session will look at how residential storage is scaling to a size that larger investors could work with. We will feature a cross-section of speakers from different verticals to assess recent deals.

MODERATOR: Reid Capalino, Principal, Aligned IntermediaryJason Doling, Assistant Director of the Distributed Energy Resources Team, New York State Energy Research and Development Authority (NYSERDA)Joan Fang, Vice President - Infrastructure and Power, Ares ManagementSuleman Khan, CEO, Swell Energy

This is my favorite of the solar conferences offered throughout the year. It is located in a convenient location for myself and many attendees. The organizers go to great lengths to make it interactive. The speakers were engaging and the audience was hard core. The best thing I can say about the conference is that no one was on their phones - they were all paying attention to the speakers!” D.S. Energy Infra Partners

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 13: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

DAY ONE 29 OCTOBER 2019

NETWORKING ROUNDTABLES

17:15 - 18:00 ROUNDTABLES WITH BEER & WINEIt works: great minds, great beer (or wine) and the chance to get your own questions answered: our ROUND TABLES WITH BEER are always a huge success. Suggested topics include:• Locations for new development – where are people prospecting for business?• The economics of solar + storage – when do attendees think they will work?• Community projects – accessing one of the hottest markets in the USA• Utilities’ role in the industry – how do we overcome the barrier of what utilities can own and what role can private companies play in building and leasing storage assets?• Is lithium-ion the best technology? How are longer-duration batteries maturing and what are their economics like?

Round table hosts include:Luke Forster, Business Analyst, DER, NABCEP-Certified PV Installation Professional, New York State Energy Research and Development Authority (NYSERDA)

18:00 - 19:15 DRINKS, AND NETWORKING

Excellent coverage of issues of concern for all renewable financing stakeholders by speakers from every relevant sector. Excellent networking opportunity.” D.R. Alternative Energy Stocks

This tightly focused event that allows for maximum contacts with participants most likely to help a developer succeed.” R.O. Dadeni Solar, LLC

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 14: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

08:30 - 09:00 RE-REGISTRATION & REFRESHMENTS

09:00 - 09:15 OPENING REMARKS FROM THE CHAIR

COMMUNITY PROJECTS

09:15 - 10:15 COMMUNITY ENERGY: ACCESSING OPPORTUNITIES2018 saw a flurry of excitement in community energy. Has 2019 met those expectations and what could 2020 hold? This session will show the audience:• Overview of deals in 2019 – project sizes, locations and mix of technologies• Will we see growth in community energy projects in 2020?• Availability of aggregation programs• Who’s financing projects?• How are stakeholders dealing with unrated counterparties?

Peter Coleman, Senior Vice President, Structured Finance, Clean Choice EnergyMatthew Hankey, President, New Energy EquityAdam Kuehne, Senior Vice President, Project Finance, Summit Ridge EnergySangeeta Ranade, VP of Clean Energy Business, NY Power AuthorityPaul Spencer, CEO, Clean Energy CoWilliam Silva, CEO, United Renewable Energy

DAY TWO 30 OCTOBER 2019

08:30 - 09:00 RE-REGISTRATION & REFRESHMENTS

09:00 - 09:15 OPENING REMARKS FROM THE CHAIR

MONETIZING CO-LOCATED SOLAR + STORAGE

09:15 - 10:15 MAXIMIZING REVENUE FROM CO-LOCATED SOLAR & STORAGE• What are the use cases for standalone storage, and how to define your area of focus• How the economics work for merchant storage stand alone, and what revenues and returns are

possible• Why solar+storage makes sense: the co-location value drivers• What an optimal storage+solar configuration could look like: ratio of storage to solar to grid, battery

duration etc.• Risk and financing considerations• Deal microscope – how have successful deals been structured?

Enrico Ladendorf, Managing Director and Co-Founder, Pason PowerJohannes Rittershausen, CEO, Convergent Energy + PowerAdam Bernstein, Managing Director, North Sky CapitalDaniel Crotzer, President, Fractal Energy Storage Consultants

STREAM ONE STREAM TWO

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 15: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

DAY TWO 30 OCTOBER 2019

10:15 - 10:45 REFINANCING UPDATE This session will give the audience some insight into the scale of the refinancing market in 2019. What kind of level have we seen? Have there been any trends to watch for in 2020? Analysis of some of the bigger deals. Forecast for 2020.

John Sniffen, Senior Director, KWh Analytics

10:45 - 11:15 REFRESHMENTS AND NETWORKING

11:15 - 11:45 A NEW WAY TO ASSES BANKABILITY OF MODULESPV-Tech research set to reveal investment grades for global PV module suppliers and outline a new methodology for assessing bankability of modules.

Dr. Finlay Colville, Head of Research, PV-Tech & Solar Media Ltd., Solar Media

11:45 - 12:15 ROUND TABLE DISCUSSIONSThese user-defined round table discussions will pick up from day one content. The audience will get the chance to vote on the topics they want to cover in more depth and will be able to break out into individual discussion groups. A moderator will be nominated for each table on the day, and will report back to the audience on the most important issues debated at the tables.

13:45 - 14:15 SPEED NETWORKINGLike speed dating but with less awkward outcomes, this fast-paced session will help you meet more of the audience. So how does it work?• Participants will receive either a red or a blue card• Red card participants are “hosts” and will remain where they are• Blue card participants will move every 3-minutes when the bell rings• Networking will take place at stand-up cocktail tables with six people to a table:

three reds and three blues• Bring lots of business cards and hone your elevator pitch!

12:15 - 13:45 LUNCH BREAK AND NETWORKING

GETTING READY FOR LIFE WITHOUT THE ITC

10:15 - 10:45 HOW ARE COMPANIES PREPARING FOR LIFE WITHOUT THE ITC?This session will look at what developers are doing to prepare for the ITC phase-out. We will look at this at a company level in terms of business models, technology level in terms of project design and the uplift provided by novel technologies or improvements in tech. We will also look at cost of capital and how capital providers can assist.• Equipment, balance sheets and raising capital – what are companies doing to prepare?• Are there lessons from European markets? What has been effective in the move towards parity?• What part will technology play? How quickly will we enter a solar + storage market as the norm? What

are the barriers?• Improvements in technology – how do newer PV projects compare with older counterparts?• Is the industry ready to embrace digitization, what ROI can it provide?• Cost of capital 2019: what is it and is there any room for manoeuvre?• Working with partners: how are developers working more effectively with their supply chains, lenders

and investors?• How will the ITC phase-out affect different parts of the PV industry: utility scale, C&I, resi and the

nascent solar+storage sector?

Bryan Birsic, Co-Founder & CEO, Wunder CapitalJa Kao, President, Onyx RenewablesFred Petit, Power & Infrastructure Finance, Investec Holdings

10:45 - 11:15 REFRESHMENTS AND NETWORKING

11:15 - 12:15 ROUND TABLE DISCUSSIONSThese user-defined round table discussions will pick up from day one content. The audience will get the chance to vote on the topics they want to cover in more depth and will be able to break out into individual discussion groups. A moderator will be nominated for each table on the day, and will report back to the audience on the most important issues debated at the tables.

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 16: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

DAY TWO 30 OCTOBER 2019“A fantastic event, well attended and a must for Solar investors!” G.A. Greensolver

TRANSMISSION & DISTRIBUTION DEEP DIVE

14:15 - 15:15 INSIGHT INTO TRANSMISSION PROJECTS, UPGRADES AND WORK TO ACCOMMODATE SOLAR & STORAGEThis session will look at how transmission is evolving across the nation to accommodate solar and storage. We will look at both investments and upgrades as well as bottlenecks, helping attendees to better assess investment opportunities.• Overview of active projects and where power will move from/to• What’s stalling new transmission and how can projects be enabled to succeed?• Who’s willing to invest in new transmission?• What role will transmission play in an increasingly decentralized market?

Angelina Galiteva, Vice Chair, California Independent System OperatorJohn Lawhorn, Sr. Director of Policy Planning, Midcontinent Independent System Operator

FLOATOVOLTAICS

15:15 - 16:15 FLOATING SOLAR: HOW TO AVOID THE PROBLEMS OFFSHORE WIND FACED?This session will look at how the floating solar market may pan out in the USA. Using case studies from built projects, we will look at:• The intricacies of funding floating solar: how have projects been funded?• How does the design affect the due diligence process?• What opportunities exist in North America?• How can we scale-up from pilots to larger projects?• Lessons from the USA offshore wind industry

Eva Pauly-Bowles, Managing Director, Ciel et TerreJason Wert, National Market Leader, RettewSam Choi, Manager for Emerging Technologies and Renewables, Orlando Utilities Commission

16:15 REFRESHMENTS AND CLOSE OF CONFERENCE

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]

Page 17: WE CONNECT DEVELOPERS TO CAPITAL AND CAPITAL TO … 19_Updated 07.10.19.pdf · Co-Founder and CEO RadiantREIT Angelina Galiteva Vice Chair of CAISO and Board President Renewables

FLOORPLAN

FLOORPLAN

29 - 30 October 2019 | New York City, USA

6TH ANNUAL

To reserve your exhibitor table contact

SOLDAVAILABLE

RE

GIS

TR

ATIO

N D

ES

K

ENTRANCE

EN

TR

AN

CE

TO

T

HE

CO

NF

ER

EN

CE

RO

OM

EN

TR

AN

CE

TO

T

HE

CO

NF

ER

EN

CE

RO

OM

1 2 3 4

5 6 7 9 10 128 11

Sponsors

Daniel White [email protected] +44 (0) 20 7871 0106 financeusa.solarenergyevents.com

SPONSORS INCLUDE

SILVER SPONSORS

GOLD SPONSOR

BRONZE SPONSORS

Book Now: www.TerawattsAndTrillions.com Sponsorship/Exhibition Enquiries: Paul Collinson: [email protected]