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Agenda Overview

Pre-Conference: Monday, April 8, 2019

7:00PM Pre-council drinks and dinner

Day 1: Tuesday, April 9, 2019

8:30AM Registration and refreshments
9:00AM Welcome address: IJ Global
9:15AM Keynote address: The economic case for renewable energy
Professor Dieter Helm, Professor of Economic Policy, University of Oxford
10:15AM State of play in the market – opportunities and trends driving pipeline and investment in renewable energy assets
  • Quantification of overall investment volumes required to achieve clean energy policy objectives. Which investors have these funds with the risk profile available? How are concerns around the UK’s political and regulatory environment impacting investment?
  • Where are the new deals coming from and when can we expect them to reach market? Which players are positioning and moving towards these opportunities?
  • How are commercial perspectives and the competitive landscape changing as we transition to a new era of subsidy-free renewable development? How can investors and developers co-operate to ensure success of these projects?
  • What has been the impact of competition in the secondary market on pricing and returns?
  • How will future investment evolve post Brexit and what are the immediate priorities?
Matt Setchell, Head of Octopus Energy Investments, Octopus Investments
Joost Bergsma, CEO and Managing Partner, Glennmont Partners
Vicky Dawe, Deputy Director, Renewable Energy Support Schemes, Department for Business, Energy & Industrial Strategy
Edward Northam, Head, UK Green Investment Group
11:15AM Refreshment break
11:45AM Strategies for thriving and surviving as the market adapts to new risk profiles in renewable development
  • Which players are driving the subsidy-free market and how are the commercial perspectives of investors, developers and off-takers changing? What role will corporates play in expanding the scope for solar and wind development?
  • How does merchant risk exposure change and differ across markets? Which investors have the risk appetite best suited to this exposure?
  • Assessing bankability of a project and whether it is enough to bring debt into the project. What does the debt structure look like and how long a tenor can you secure for your debt?
  • How are investors, developers and off-takers becoming comfortable with building projects on a merchant basis? What amount of merchant exposure are they taking on, how are they off-setting some of the risk around market uncertainty and how are they co-operating to drive value into the PPA structure?
  • Where do we expect the market to go from here?
Moderator: John Deacon, Partner, Orrick
Erhan Yildiz, Investment Manager, John Laing
Paul McCartie, Chief Investment Officer, LightsourceBP
Ian Berry, Head of Infrastructure Equity, Aviva Investors
12:45PM Lunch
1:45PM Special guest address: Exploring the interplay between carbon markets and renewable finance to accelerate commitments for a climate-neutral Europe
Dirk Forrister, CEO, International Emissions Trading Association (IETA)
2:15PM Asset management – maximising the value and life of renewable energy assets for increased investor returns
  • What are we doing to increase our knowledge and ability to make strategic decisions that will elongate asset life?
  • What new technologies are being deployed for most effective optimisation of assets?
  • How can developers help maximise value of renewable energy assets – examples of what has been trialled and done?
  • What options are open to investors to extract maximum capital gain at the end of asset life?
Ian Hunter, Managing Director, UK&I Support Services, RES
James Samworth, Partner, Greencoat Capital
Abid Kazim, UK Managing Director, NextEnergy Capital
3:00PM Refreshment break
3:30PM Latest technology innovations, enablers and demand trends driving transformation in renewables
  • What new technologies involving automation, artificial intelligence and blockchain have most potential to accelerate the deployment of renewables?
  • How are cities integrating renewables into their smart city plans? What impact will smart cities have in driving renewable deployment in the future?
  • Where are the investment opportunities in battery energy storage? How do regulatory frameworks differ and which countries offer the most attractive environment for investment?
Moderator: Peter Bachmann, Director, ECF, Scottish Equity Partners
Ben Guest, Fund Manager, Gresham House
Mark Henderson, Chief Investment Officer, GridServe
Alex O'Cinneide, CEO, Gore Street Capital
4:30PM Closing outlook: Forecasting price curves and future market scenarios
  • Expected trends in demand and supply over the next 5-10 years
  • Emerging technological advancements with potential to reshape the industry 
  • Forward looking price curve projections and market scenarios
Kai Rintala, Managing Director, Energy, Taaleri Energia Funds Management
Christopher Mansfield, Partner, Head Of Renewable Energy, Dutch Infrastructure Fund (DIF)
5:00PM Chairman’s summary and closing remarks