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

Infrastructure Investor Global Summit 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

The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.

Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum.

Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.

The ESG & Sustainability Forum provides a place to showcase best practice and understand what good looks like from a sustainability perspective.

Your chance to hear from investors leading the digital revolution in infrastructure investment and keep up with opportunities in an increasingly important sub-asset class.

Analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.

World-leading infrastructure managers that attended in 2020 include:

Actis
ARDIAN
BlackRock
Carlyle Group
EIG Global Energy Partners
Global Infrastructure Partners
InfraRed Capital Partners
Macquarie Capital (Europe Limited)
Mirova
QIC

Testimonials

Lincoln Webb

Senior Vice President, BCI

If you are serious about infrastructure investing, Infrastructure Investor’s 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

Jeffrey Altman

Senior Advisor, Finadvice

Ben Backwell

CEO, Global Wind Energy Council

Zak Bentley

Americas Editor, Infrastructure Investor

Aldo Beolchini

Managing Partner and Chief Investment Officer, NextEnergy Capital

Michael Bonte-Friedheim

Founding Partner and Group CEO, NextEnergy Group

Christine Brockwell

Head of Partnerships and Portfolio Management, Aquila Capital

James Brooks

Founding Partner, Stanley Capital Partners

Anish Butani

Managing Director, Infrastructure, bfinance

Keith Driver

Executive Director, HRL Morrison &Co.

Simon Eaves

Managing Director - Head of Clean Energy Infrastructure - Europe, Capital Dynamics

Michael Ebner

Head of Infrastructure, KGAL

Ryan Fisher

Associate Electric Vehicles, Bloomberg New Energy Finance

Hans Fredrik Forssman

Senior Investment Manager, Skandia Norden

Lucy Heintz

Partner, Actis

Mark Henderson

Chief Investment Officer, Gridserve

Andy Kelly

Senior Principal, AFRY Management Consulting

Daniel Kemp

APAC Editor, Infrastructure Investor

Verena Kempe

Head of Investment Management, KENFO

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Lars Kyrberg

Partner, Bird & Bird

Tobias Kurth

Managing Director, Energy Brainpool

Matej Lednicky

Head of Transaction Management Infrastructure, KGAL

Patrick Mohr

Senior Investment Manager, Ireland Strategic Investment Fund

Lee Moscovitch

Partner and Portfolio Manager - Greencoat Solar, Greencoat Capital

Alex O'Cinneide

CEO & Founder, Gore Street Capital

Rory O'Connor

Managing Director, BlackRock Renewable Power, Global CIO and Head of Europe, BlackRock

Jonathan Ord

Investment Director, GLIL Infrastructure LLP

Frederic Palanque

Partner, Conquest

Kunal Patel

Vice President - Partnerships & Corporate M&A, Ørsted

Mary Quaney

Group Chief Financial Officer and Executive Director, Mainstream Renewable Power

Patricia Rodrigues Jenner

Member of Boards LGAS/AER plc and Investment Committees , GLIL Infrastructure/AIIM

James Schaefer

Senior Managing Director, Guggenheim Securities

Laurent Segalen

Managing Partner, Megawatt-X

Karl Smith

Managing Director, Macquarie Infrastructure and Real Assets, Green Investment Group

David Swindin

Managing Director - Head of EMEA, Cubico Sustainable Investments

Patrick Verdonck

Managing Partner, Rhynland

Wiebe Wakker

Sustainable Adventurer and Founder, Plug Me In

Constantin von Wasserschleben

Managing Director, IKAV

Dan Wells

Partner, Foresight Group Co-Manager, Foresight Energy Infrastructure Partners, Foresight Group

Day 1
View agenda page

Agenda

Energy Transition Forum 2020 - Thursday 15th

Energy Transition Forum 2020 - Thursday 15 October
08:45 - 08:55

Welcome from Infrastructure Investor

08:55 - 09:05

Chairperson’s introduction

Patricia Rodrigues Jenner
A speaker photo for Patricia Rodrigues Jenner

Patricia Rodrigues Jenner

Member of Boards LGAS/AER plc and Investment Committees , GLIL Infrastructure/AIIM

Read bio
09:05 - 10:00

The Maturing of the Energy Transition: Opportunities in a merchant-power world

Frederic Palanque, Michael Bonte-Friedheim, Michael Ebner, Lucy Heintz, David Swindin
  • 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: Frédéric Palanque, Partner, Conquest

A speaker photo for Frederic Palanque

Frederic Palanque

Partner, Conquest

Read bio
A speaker photo for Michael Bonte-Friedheim

Michael Bonte-Friedheim

Founding Partner and Group CEO, NextEnergy Group

Read bio
A speaker photo for Michael Ebner

Michael Ebner

Head of Infrastructure, KGAL

Read bio
A speaker photo for Lucy  Heintz

Lucy Heintz

Partner, Actis

Read bio
A speaker photo for David Swindin

David Swindin

Managing Director - Head of EMEA, Cubico Sustainable Investments

Read bio
10:00 - 10:40

Investor viewpoint: Portfolio allocation and manager selection as funds move into increasingly diverse strategies post-FIT

Dan Wells, Anish Butani, Verena Kempe, Jonathan Ord
  • 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

A speaker photo for Dan Wells

Dan Wells

Partner, Foresight Group Co-Manager, Foresight Energy Infrastructure Partners, Foresight Group

Read bio
A speaker photo for Anish Butani

Anish Butani

Managing Director, Infrastructure, bfinance

Read bio
A speaker photo for Verena Kempe

Verena Kempe

Head of Investment Management, KENFO

Read bio
A speaker photo for Jonathan Ord

Jonathan Ord

Investment Director, GLIL Infrastructure LLP

Read bio
10:40 - 11:00

Perspectives on the energy transition

James Schaefer
  • 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
A speaker photo for James Schaefer

James Schaefer

Senior Managing Director, Guggenheim Securities

Read bio
11:00 - 11:30

Coffee & networking

Energy Transition Forum 2020
11:30 - 11:50

Power price update: How can investors manage long-term merchant risk?

Andy Kelly
  • 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
A speaker photo for Andy Kelly

Andy Kelly

Senior Principal, AFRY Management Consulting

Read bio
11:50 - 12:30

The continued evolution of the PPA market in a post-subsidy world

Daniel Kemp, Lee Moscovitch, Rory O'Connor, Mary Quaney, Constantin von Wasserschleben
  • Are long-term PPA’s outdated for the current environment? What are the reasons for more short term PPA’s 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

 

A speaker photo for Daniel Kemp

Daniel Kemp

APAC Editor, Infrastructure Investor

Read bio
A speaker photo for Lee Moscovitch

Lee Moscovitch

Partner and Portfolio Manager - Greencoat Solar, Greencoat Capital

Read bio
A speaker photo for Rory  O'Connor

Rory O'Connor

Managing Director, BlackRock Renewable Power, Global CIO and Head of Europe, BlackRock

Read bio
A speaker photo for Mary Quaney

Mary Quaney

Group Chief Financial Officer and Executive Director, Mainstream Renewable Power

Read bio
A speaker photo for Constantin von Wasserschleben

Constantin von Wasserschleben

Managing Director, IKAV

Read bio
12:30 - 13:00

Keynote Presentation – Smart Cities 2.0: The Future of Urban Living

Ayesha Khanna
A speaker photo for Ayesha Khanna

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Read bio
13:00 - 14:00

Networking Lunch

Stream A: Renewables
14:00 - 14:20

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 – developer partnerships and key lessons learnt
14:20 - 15:00

Why are infrastructure investors increasingly drawn to offshore wind?

Karl Smith, Ben Backwell, Christine Brockwell, Kunal Patel
  • 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

A speaker photo for Karl Smith

Karl Smith

Managing Director, Macquarie Infrastructure and Real Assets, Green Investment Group

Read bio
A speaker photo for Ben Backwell

Ben Backwell

CEO, Global Wind Energy Council

Read bio
A speaker photo for Christine Brockwell

Christine Brockwell

Head of Partnerships and Portfolio Management, Aquila Capital

Read bio
A speaker photo for Kunal Patel

Kunal Patel

Vice President - Partnerships & Corporate M&A, Ørsted

Read bio
15:00 - 15:45

Why the outlook for solar is brighter than ever

Aldo Beolchini, James Brooks, Simon Eaves, Laurent Segalen
  • 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 

A speaker photo for Aldo Beolchini

Aldo Beolchini

Managing Partner and Chief Investment Officer, NextEnergy Capital

Read bio
A speaker photo for James Brooks

James Brooks

Founding Partner, Stanley Capital Partners

Read bio
A speaker photo for Simon Eaves

Simon Eaves

Managing Director - Head of Clean Energy Infrastructure - Europe, Capital Dynamics

Read bio
A speaker photo for Laurent Segalen

Laurent Segalen

Managing Partner, Megawatt-X

Read bio
Stream B: New Technologies
14:00 - 14:20

EV Charging Outlook Presentation

Ryan Fisher
A speaker photo for Ryan Fisher

Ryan Fisher

Associate Electric Vehicles, Bloomberg New Energy Finance

Read bio
14:20 - 15:00

How and when should infrastructure funds invest in EV charging

Jeffrey Altman, Ryan Fisher, Mark Henderson
  • What characteristics make this sector so attractive – 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

A speaker photo for Jeffrey Altman

Jeffrey Altman

Senior Advisor, Finadvice

Read bio
A speaker photo for Ryan Fisher

Ryan Fisher

Associate Electric Vehicles, Bloomberg New Energy Finance

Read bio
A speaker photo for Mark Henderson

Mark Henderson

Chief Investment Officer, Gridserve

Read bio
15:00 - 15:45

Understanding how investors can make money from energy storage

Lars Kyrberg, Keith Driver, Patrick Mohr, Alex O'Cinneide, Patrick Verdonck
  • 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

A speaker photo for Lars Kyrberg

Lars Kyrberg

Partner, Bird & Bird

Read bio
A speaker photo for Keith Driver

Keith Driver

Executive Director, HRL Morrison &Co.

Read bio
A speaker photo for Patrick Mohr

Patrick Mohr

Senior Investment Manager, Ireland Strategic Investment Fund

Read bio
A speaker photo for Alex O'Cinneide

Alex O'Cinneide

CEO & Founder, Gore Street Capital

Read bio
A speaker photo for Patrick Verdonck

Patrick Verdonck

Managing Partner, Rhynland

Read bio
15:45 - 16:00

Coffee & networking

Energy Transition Forum 2020
16:00 - 16:30

Keynote: The growing power of EVs

Wiebe Wakker

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, Wiebe’s story should be of great interest

A speaker photo for Wiebe Wakker

Wiebe Wakker

Sustainable Adventurer and Founder, Plug Me In

Read bio
16:30 - 17:00

Outlining the reasons fund managers are looking to Eastern Europe for returns

Zak Bentley, Tobias Kurth, Matej Lednicky
  • 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

 

A speaker photo for Zak Bentley

Zak Bentley

Americas Editor, Infrastructure Investor

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A speaker photo for Tobias Kurth

Tobias Kurth

Managing Director, Energy Brainpool

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A speaker photo for Matej Lednicky

Matej Lednicky

Head of Transaction Management Infrastructure, KGAL

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17:00 - 17:00

Close of conference

2020 Principal Sponsor

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2020 Lanyard Sponsor

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2020 Exhibitors

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2020 Supporting Media and Associations

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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