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Agenda Overview

Day One: Wednesday, September 12, 2018

8:00AM Registrations & Morning Refreshments
8:45AM Chairperson’s opening remarks

Energy Stream

9:00AM Beyond subsidy? Debating the ability of onshore wind and solar to thrive post-incentives

- Addressing the current renewable tax climate and the ability of tax equity to remain as a financing method
- As the associated costs of renewable energy shrink, when will the industry be ready for subsidy-free finance?
- Identifying the key areas for North American development

Moderator: Charles Hernick, Director Of Policy And Advocacy, Citizens for Responsible Energy Solutions
Brad Fierstein, Principal, Apollo Management
Michael Dorenfeld, Managing Director, HPS Investment Partners
Lynda Clemmons, Vice President, Sustainable Solutions, NRG Energy
Dan Elkort, Executive Vice President & Chief Legal Officer, Pattern
9:45AM Anticipating the impact of Section 201 on the US solar industry

- How will the cost of solar panels deviate as a result of the tariffs?
- Forecasting tariff impacts on the adoption of solar by centralised and decentralised customers
- To what degree will the tariffs help domestic solar manufacturers?
- Anticipating the impact of solar tariffs on US domiciled solar companies manufacturing abroad

Moderator: Greg Remec, Senior Director, Global Infrastructure & Project Finance, Fitch Ratings
Richard E. Walsh, Program Manager, Clean Energy Solutions, WGL Energy
Dan Seif, Owner, Seif Consulting
Nicholas Addivinola, Director, Business Development, Nautilus Solar

Infrastructure Stream

9:00AM Federal Infrastructure Plan analysis: Can the White House bridge the US infrastructure deficit?

- How will the spending set out in the plan – federal and local – be funded?
- What role will asset recycling play in the plan, and which assets are in prime position for recycling?
- Cutting the red tape: Streamlining procurement processes and getting projects done
- When can we actually expect to see an infrastructure bill?

Seth Lehman, Senior Director, Global Infrastructure & Project Finance, Fitch Ratings
Sia Kusha, Group Head Partnering & Project Development, Plenary Group
John Parkinson, Executive Director, AIAI
9:45AM Procurer’s presentations: Setting out state-wide project pipelines in the short and medium terms

Government and procurement agency representatives from the busiest North American jurisdictions outline their plans for infrastructure development via 15 minute presentations

David Tyeryar, Chief Financial Officer, North Carolina Department of Transportation
10:30AM Morning refreshments and networking break

Energy Stream

11:00AM Puerto Rico Privatisation
Fermín E. Fontanés Gómez, Esq, Chief Legal Counsel, Puerto Rico Public-Private Partnerships Authority
11:45AM Offshore wind: How the project financing community is bracing itself for take-off in the sector

- Identifying the key opportunities in offshore wind, who’s providing them, and when they’ll arrive
- Establishing a substantial and reliable US supply chain – learning from the European market
- How to make pre-operation projects attractive to equity investors
- Assessing the risk appetite amongst different players in an offshore wind project

Moderator: Will Marder, Head of Project Finance, Wilmington Trust
Lance Brasher, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
Chris Wissemann, Us Representative, Innogy Renewables US
Doreen M. Harris, Director, Large-Scale Renewables, NYSERDA
Sunny Gupta, Strategic Partnerships, Orsted
James F Bennett, Renewable Energy Program Manager, Office Of Renewable Energy Programs, Bureau Of Ocean Energy Management, Bureau of Ocean Energy Management

Infrastructure Stream

11:00AM Exploring evolving municipal attitudes to P3: Can cities drive the model’s use forward?

- What are the key reasons behind the municipal push into P3, and is it set to continue?
- Getting past the ‘free-money’ misconception – defining the risk-reward of the P3 model for municipal procurers
- PPPs versus PABs – are private activity bonds here to stay? And if so, will the advantage they currently offer remain?

Moderator: Emeka Charles Chinwuba, Partner, Baker McKenzie
Kelly Huffman, Senior Vice President & General Counsel, Poseidon Water
Yousef Salama, Innovation Manager For Public-Private Partnerships (Ppp), LA Metro
Paul Hughes, Senior Director, Cost & Project Management, Altus Group Limited
12:00PM Procurer’s Presentations

 Setting out state-wide project pipelines in the short and medium terms

cont.

Omar Marrero, Esq, Executive Director, Puerto Rico Private Partnerships Authority
12:30PM Networking lunch

Energy Stream

1:45PM Addressing multi-stakeholder concerns as distributed energy and storage continue to grow

- Quantifying the pipeline for behind-the-meter renewables & storage: Where does demand stand for C&I and domestic developments?
- Identifying and addressing the key concerns creditors have regarding corporate PPAs and distributed energy vs. utility PPAs
- Efficiently allocating the risks associated with DERs, including curtailment, and establishing off-taker liabilities
- What is the scale of opportunity provided to energy storage developers by the C&I space? How does this compare to opportunities in the utility space?

Kerri Fox, Managing Director & Market Manager, Silicon Valley Bank
Vishvesh Jhaveri, Director, Project Finance & Strategy, Advanced Microgrid Solutions
Richard Baxter, President, Mustang Prairie Energy
Brandon Middaugh, Senior Program Manager, Distributed Energy, Microsoft
Melissa Peterson, Senior Director, APEX Clean Energy
2:30PM Federal Funding

Outlining the Department of Energy’s measures to fund innovative energy initiatives

Robert M. Bestani, Director - Business Outreach, Loan Programs, U.S Department of Energy
2:55PM On-campus energy privatisation: An emerging infrastructure asset class?

- Spotlight on the OSU utility lease, its financing, and its replicability
- Are energy assets the next on-campus assets set to take-off as investors seek new infrastructure avenues to deploy capital?
- Identifying the main risks in projects with universities as counterparties, as well as specific financing concerns to on-campus developments

Moderator: Kent Rowey, Partner, Allen & Overy
John Givens, Sr. Developer, ENGIE North America Inc
Jeffrey Mathews, Director, Barclays Capital Inc
Paulo Arencibia, Investment Director, Axium Infrastructure

Infrastructure Stream

1:45PM Identifying the technologies set to change the face of North American infrastructure, their route to market, and what they need from existing and new infrastructure

Two 20 minute-long presentations, focusing on…
1. Autonomous Vehicles
2. Electric vehicle charging stations

Scott Fisher, Vice President, Market Development, Greenlots
Tim Sylvester, Chief Executive Officer, Integrated Roadways
2:30PM Transport driving infrastructure in the US

- Examining the pipeline for transport project development
- Exploring developments in the financing tools being used for North American transport megaprojects
- How are owners and operators of legacy assets preparing for new technologies and concepts, like autonomous cars and vehicle electrification?
- How are procuring authorities updating tender processes to include the technological aspect of a bid?

Moderator: Trevor D'Olier-Lees, Senior Director, Global Infrastructure, S&P Global Ratings
Noah Jolley, Director, Project Management (Us), ACS Infrastructure Development, Inc.
Guillaume Bouthillier, Vice President, Head of Global Partnerships, Bombardier Transportation
George E. Biediger, Vice President, Project Development & Investments, Fluor Enterprises Inc
3:30PM Afternoon refreshments & networking break
4:00PM Super session: Lenders’ Q&A

Cross-sector discussion on project-finance lending: Finding value in a market characterised by political change


- Where are banks focusing their attention? Where are the best returns?
- Scrutinising the terms and tenors on offer to borrowers in different sectors
- How are banks reacting to increased market liquidity provided by foreign entrants?
- Where are we seeing innovation in project finance? Where is innovation needed?

Moderator: Ila Patel, Americas Editor, IJGlobal
Alexandra Grosman, Director, Structured Finance Americas, ICBC New York
Jorge Camina, Director, Infrastructure Debt, Allianz Global Investors
Vinod Mukani, Managing Director, Head Of Infrastructure And Power Finance, Nomura Securities International, Inc.
David Vuelta-Mitchell, Director, Project Finance, Mizuho
Josh Hogarth, Executive Director, US Project Finance & Infrastructure, CIBC Capital Markets
4:45PM Super session: The Networking Hub
James F Bennett, Renewable Energy Program Manager, Office Of Renewable Energy Programs, Bureau Of Ocean Energy Management, Bureau of Ocean Energy Management
Omar Marrero, Esq, Executive Director, Puerto Rico Private Partnerships Authority
David Tyeryar, Chief Financial Officer, North Carolina Department of Transportation
5:45PM End of Day One followed by drinks reception

Day Two: Thursday, September 13, 2018

8:30AM Registration & morning refreshments
9:00AM Chairperson’s opening remarks
9:15AM The deployment landscape for North America’s leading funds: Working through sectors, geographies and the capital structure to find value for investors

- Which infrastructure sectors are providing the most scope for investors? Will we see more movement into core-plus and value-add assets?
- Is the sweet spot for investment currently in debt, equity, or somewhere in between?
- If not in North America, then where else are funds looking to deploy? What are the key risks of investing in developing markets?

Moderator: Jonathan Duguay-Arbesfeld, Director, Investments - Specialty Finance, Caisse de dépôt et placement du Québec (CDPQ)
Anthony Edwards, Managing Director, Global Infrastructure & Power, CIBC Capital Markets
Hadley Peer Marshall, Managing Director, Brookfield Asset Management
Dan Shapiro, Managing Partner & Co- Founder, First Infrastructure Capital Advisors
Brandon Freiman, Member And Head Of North American Infrastructure Member, KKR
10:00AM Defining Institutional Investor and LP positions towards infrastructure as an asset class, the funds in the space, and the North American market

- Understanding LPs’ increased allocation in the infrastructure space
- Identifying the key sticking points between investors and asset managers, and looking for remedies
- Attitudes towards co- and direct investment
- What value are LP investors placing on ESG and diversity amongst asset managers, and how can we expect to see this affect allocations going forward?

Moderator: Ariel Jankelson, Managing Director, Macquarie Infrastructure Debt Investment Solutions, Macquarie Asset Management
Todd Lapenna, Partner, StepStone Group
Petya Nikolova, Head of Infrastructure Investments, New York City Retirement System
Mansi Patel, Director Infrastructure Debt, MetLife Private Capital Investors
10:45AM Morning refreshments & networking break
11:30AM Green Finance

-Green bond issuance across the energy and infrastructure markets

-The role of a third party validation. How it is done and how it is used

-Recent situations: Mexico City Airport and Brookfield Renewables

Nicole Martin, Senior Director, Sustainability, S&P Global
12:00PM Carving out a niche: How can funds set themselves apart in a flooded market?
Frederic Brassard, President, Alma Global Infrastructure
Jahred Kallop, Investment Director, Star America Infrastructure Partners
12:45PM Lunch & The Networking Hub

Over lunch, continue the morning's conversations with some of the leading North American infrastructure investors - think roundtables over lunch

2:45PM End of Day 2 and close of conference