Investor
Energy Transition Forum Global Summit Online 2021
18 - 21 October 2021,
Virtual Event, BST
Opportunities in a merchant-power world
The Energy Transition Forum took place on 12 October 2020 and allowed attendees to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition. The Forum bought together over 400 participants including institutional investors, fund managers, utility firms, project developers, investment banks and many more to discuss the biggest global investment opportunity of the century.
Who attended?
Fund Managers
Were in attendance to network with over 60 investors with an interest in renewable markets and discuss emerging opportunities in areas including energy storage, smart grid and much more.
Investors
Attended to gain the perfect introduction to an increasingly important part of the global infrastructure market and the opportunity to network with other investors as well as the wider industry.
Energy Companies
With renewable energy causing a radical change to power markets across the world, and more disruption on its way. It is important for energy companies across the globe to adapt.
Key themes for 2020
- Investor viewpoint: manager selection as funds move into increasingly diverse strategies.
- Why the outlook for solar is brighter than ever.
- How and when should infrastructure funds invest in EV charging.
- An assessment of global risk/return profiles: how much risk is too much.
- How should investors manage long-term merchant risk?
- The continued rise of corporate PPAs for infrastructure investors.
One Summit: Seven Forums
World-leading infrastructure managers that attended in 2020 include:
Testimonials
Lincoln Webb
Senior Vice President, BCI
If you are serious about infrastructure investing, Infrastructure Investorās Global Summit should be a fixture in your calendar.
Stephane Wattez-Richard
Executive Director, Conquest AM
The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.
Holger Haaf
Uniper
To meet so many people in such a short time is not possible without the Summit.
2021 Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498
2020 Keynote speakers
Dr Ayesha Khanna
Co-Founder and CEO,
ADDO AI
Wiebe Wakker
Sustainable Adventurer and Founder,
Plug Me In
2020 Speakers
Rory O'Connor
Managing Director, BlackRock Renewable Power, Global CIO and Head of Europe, BlackRock
Patricia Rodrigues Jenner
Member of Boards LGAS/AER plc and Investment Committees , GLIL Infrastructure/AIIM
Dan Wells
Partner, Foresight Group Co-Manager, Foresight Energy Infrastructure Partners, Foresight Group
Agenda
Energy Transition Forum 2020 - Thursday 15th
Welcome from Infrastructure Investor
Chairpersonās introduction
Patricia Rodrigues Jenner
Member of Boards LGAS/AER plc and Investment Committees , GLIL Infrastructure/AIIM
Read bioThe Maturing of the Energy Transition: Opportunities in a merchant-power world
- An assessment of global risk/return profiles: How much risk is too much?
- Are return expectations in recently raised funds realistic?
- Specialisation into new technologies & geographies
- Where do investors expect opportunities in the next 5 years?
Moderator: FrƩdƩric Palanque, Partner, Conquest
Investor viewpoint: Portfolio allocation and manager selection as funds move into increasingly diverse strategies post-FIT
- Where are the investor allocations to renewables coming from?
- Do investors expect to increase their allocations to renewables?
- Views on fund managers diversifying into new technologies and geographies
- To what extent should investors be comfortable with greenfield risk on renewable assets?
Moderator: Dan Wells, Partner, Foresight Group
Dan Wells
Partner, Foresight Group Co-Manager, Foresight Energy Infrastructure Partners, Foresight Group
Read bioPerspectives on the energy transition
- Outlining why more institutional capital is flowing into green energy
- Assessing levels of policy support in the US and Europe
- Who will shape the future energy landscape? What role will infrastructure funds play?
- Disruption of business models for utilities, positioning yourself for the new world order
Coffee & networking
Power price update: How can investors manage long-term merchant risk?
- The changing dynamics of power price risk in a decarbonised world
- What does the decoupling of electricity mean for power markets?
- Changes that investors need to be aware of in the long-term
The continued evolution of the PPA market in a post-subsidy world
- Are long-term PPAās outdated for the current environment? What are the reasons for more short term PPAās being seen?
- What are the specific risks involved? What would a significant drop-in energy prices mean for investors?
- Predictions for future growth of the PPA market
Moderator: Daniel Kemp, Superfunds Correspondent, Infrastructure Investor
Keynote Presentation ā Smart Cities 2.0: The Future of Urban Living
Networking Lunch
The funding opportunity and challenges with development and construction of renewable assets?
- Additional returns from development and construction stages
- What are key skills in teams to pursue development and construction successfully?
- Alternative investment structures to capture development stage / mitigate risks across
- Where are the key development pipelines to focus on?
- Examples from successful fund managers ā developer partnerships and key lessons learnt
Why are infrastructure investors increasingly drawn to offshore wind?
- How technological innovations are increasing profitability
- How storage can be used alongside wind to balance the system
- Lessons learned from the recent UK power cut
- How PPAs can increase the bankability of wind
Moderator: Karl Smith, Managing Director, Green Investment Group
Karl Smith
Managing Director, Macquarie Infrastructure and Real Assets, Green Investment Group
Read bioWhy the outlook for solar is brighter than ever
- Comparing default rates to wind and other renewable investments
- How can solar be integrated better into the power system?
- Latest technological developments in solar particularly combining with batteries and what this means for potential returns
- How do long-term PPAs perform in the European solar market?
Moderator: Katherine Vinnicombe, Director and Founder, Impact Energy Partners
Simon Eaves
Managing Director - Head of Clean Energy Infrastructure - Europe, Capital Dynamics
Read bioEV Charging Outlook Presentation
How and when should infrastructure funds invest in EV charging
- What characteristics make this sector so attractive ā what are the different revenue streams?
- Is this an infrastructure play? When will it be a viable investment for infrastructure investors?
- What are the challenges for this sector?
- Getting institutional investors comfortable with EV charging?
- What are your predictions for the role of infrastructure investors in EV charging in 2030?
Moderator: Jeffrey Altman, Senior Advisor, Finadvice AG
Understanding how investors can make money from energy storage
- Lessons learned to date from fund managers
- Specific risks associated with storage: How to make it bankable
- Increasing the efficiency of storage whilst scaling technology & reducing costs
- Which model is more attractive? Pure storage or storage? Utility-Scale-Micro Projects
Moderator: Lars Kyrberg, Partner, Bird & Bird
Coffee & networking
Keynote: The growing power of EVs
Wiebe Wakke travelled for 3 years in an EV relying on the kindness of strangers to fund his journey. This keynote speech will tell his epic story. With infrastructure investors increasingly looking towards EV as an investment opportunity, Wiebeās story should be of great interest
Outlining the reasons fund managers are looking to Eastern Europe for returns
- Which countries offer the most exciting opportunities?
- Comparing regulatory and legal frameworks in different parts of Europe
- Strategies for gaining a foothold in the region
Moderator: Zak Bentley, Senior Reporter, Infrastructure Investor
Close of conference
2021 Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498