The future of energy

Join, learn from and network with a global delegation focused on investment opportunities in renewables and the energy transition.

The Forum will bring together more than 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.

 

Infrastructure Investor New York - advance your fundraising

Advance your fundraising

Connect with a global audience of investors with an interest in renewable markets and benefit from focused networking with the right people.

Gain peer-to-peer insights

Explore global perspectives on the energy transition as the world moves to net zero, generating risk-adjusted returns in an ultra-competitive market, EV charging in infrastructure and much more.

Infrastructure Investor New York Forum - build your network

Save time building your network

Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.

Speakers include:

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One Summit. Seven Forums.

The Infrastructure Investor Energy Transition Forum is part of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure.

The private infrastructure industry’s annual general meeting

Scaling emerging market investment in a post-pandemic world

Investing in assets which provide essential services

The role of infrastructure in the route to net-zero

Building the inclusive digital economy of the future

From pandemic-resilience towards sustainable growth

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

 

Day 1
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Agenda

Day 1 - Thursday 21st

Energy Transition Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

09:00 - 09:45

Global perspectives on the energy transition as the world moves to net zero

  • How far are we from the net zero targets?
  • What does the new Biden administration mean for renewables in the US/globally?
  • What are the new opportunities from the UK’s “build back better” agenda?
  • Maintaining the momentum in Europe’s green advancements
  • Investment opportunities in Asia in a frothy market
09:45 - 10:30

Generating risk-adjusted returns in an ultra-competitive market

  • What is a ‘fair’ return for renewables and is there further yield compression to go?
  • Will capital allocations to renewables and the energy transition continue to increase?
  • Are funds getting crowded out of some parts of the market? How to differentiate
  • How much development risk are funds/investors taking on projects?
  • Hedging strategies: price risks, tech risks, credit risks
  • Optimising the Value chain: what to internalise, what to outsource
10:30 - 11:00

Offshore wind: is there a danger of an asset bubble as valuations continue to increase?

  • Where are opportunities to invest in offshore wind as large utilities and oil majors move in?
  • EU vs USA vs Japan
  • How to maximise the opportunities from developers “farming out”
  • How joint ventures can give European investors access to other markets
  • Taking on development risk in offshore wind
11:00 - 11:30

Coffee & networking

Energy Transition Forum
11:30 - 12:10

Why green hydrogen is key to realising ambitious net zero targets

  • Why green hydrogen is attracting more attention from infrastructure investors
  • What is the level of regulatory support for hydrogen?
  • How does green hydrogen blend into/modify traditional value chains?
  • What are the new business models around green hydrogen?
  • Will hydrogen live up to the hype or are their cheaper alternatives?
12:10 - 12:30

Why solar remains competitive with other forms of generation

  • Comparing the risk/return profile to other renewable technologies
  • Finding sites in more developed markets
  • How can solar be integrated better into the power system?
  • Challenges to combining with storage to make projects more profitable
  • Potential/progress on roof solar
12:30 - 13:00

Case study

13:00 - 14:00

Lunch

Energy Transition Forum
14:00 - 14:40

EV charging infrastructure: is the market ready to deliver the necessary infrastructure?

  • What risk are being taken on this infrastructure
  • Considering different business models & revenue streams
  • What disruption may be impacting EV charging rollouts?
  • How long will it take to renew the car park to EV and what is the J-curve looking like for EV infrastructure?
  • Dealing with traffic trends and obsolescence risk
14:40 - 15:20

Investor perspectives on renewables and the energy transition

  • What role does the energy transition play in investors’ portfolios?
  • To what extent are investors increasingly more attracted to Energy Transition strategies beyond wind and solar?
  • How are investors dealing with merchant risk in their portfolios?
  • Are investors comfortable with managers’ risk appetite in renewables?
  • Views on new technologies and geographies that fund managers’ are moving into
  • Do investors expect to increase allocations into renewables and other energy transition assets?
15:20 - 16:00

The electrification of energy and building a grid fit for the 21st Century

  • Avoiding regular blackouts caused by renewables’ grid frequency problems
  • Distinguishing between distribution and transmission grids
  • The role of battery storage in supporting the grid
  • Why has battery storage not scaled up much to date and what is the outlook?
  • Where are opportunities for infrastructure investors?
16:00 - 16:30

Development of battery technology and what it means for infrastructure

  • Outlining the business model for investors
  • To what extent are batteries relevant to infrastructure investors today?
  • Why are volumes not increasing as quickly as might be expected?
  • The future of storage beyond lithium ion
16:30 - 16:30

Close of conference

Michael Bonte-Friedheim

Founding Partner & Group CEO, NextEnergy Capital

Founded NextEnergy Capital Group in 2007. Over 25 years of experience in the European Power & Energy sector, Banking and Finance industries. Michael has an extensive expertise in principal investing across the energy sector, with a particular focus o… Read full bio

Richard Braakenburg

Managing Director - Investments, SUSI Partners

Richard Braakenburg is a Managing Director in SUSI Partners’ investment team, focusing on energy storage and broader energy transition investment opportunities. He has almost 20 years of experience in the financial sector, with a strong emphasis on s… Read full bio

Marco van Daele

Co-CEO and Chief Investment Officer, SUSI Partners

Marco van Daele is Co-CEO of SUSI Partners and oversees the global expansion of the company’s investment activities in his role as Chief Investment Officer. He has wide-ranging investment and M&A experience in the energy infrastructure sector. Be… Read full bio

Michael Ebner

Head of Infrastructure, KGAL

Michael Ebner is Managing Director Infrastructure of KGAL Investment GmbH & Co. KG. He is responsible for the Infrastructure department which he started sixteen years ago: Today, KGAL is the German market leader for renewable energies investment… Read full bio

Thomas Engelmann

Head of Energy Transition, KGAL Investment Management

Thomas Engelmann is the Head of Energy Transition of KGAL Investment Management GmbH & Co. KG. As of 1st July 2020, he returned to KGAL to be responsible for the development of the Energy Transition asset class within KGAL, investing in energy tr… Read full bio

Alicja Kowalewska-Montfort

Principal – Energy Storage, Gore Street Capital

Alicja is a Principal with Gore Street Capital. She heads up the Technical Team overseeing the development, construction and operation of the Gore Street Fund portfolio including the route to market strategy. She holds MSc from Cranfield University i… Read full bio

Rosheen McGuckian

Chief Executive Officer, NTR

NTR acquires, constructs and manages sustainable infrastructure assets on behalf its investors. NTR has invested in, built and managed just under 3GW of wind, solar and energy storage projects in Europe and the USA. Rosheen was appointed CEO of NTR i… Read full bio

David Swindin

Managing Director - Head of EMEA, Cubico Sustainable Investments

David Swindin has been Head of EMEA at Cubico since its inception at the beginning of 2015, when the business was spun out of Banco Santander. Cubico is a leader and global investor in renewable energy owned jointly by Ontario Teachers’ Pension Plan… Read full bio

Shane Swords

Managing Director-Head of Investor Relations, NextEnergy Capital

Shane is the Managing Director, Head of Investor Relations. He has over 20 years’ experience in infrastructure and renewable energy, where he has closed numerous M&A and debt transactions in Europe, the Americas, the Gulf, Asia and Australia. For… Read full bio

Dr. Barbara Weber

Founding Partner, BCapital Partners

Barbara Weber, PhD, Lic., MSc is the Founding Partner of B Capital Partners. She is a Non-Executive Director on the Board of both, the London Pension Fund Authority (LPFA) as well as Bekk og Strom AS, a company owning and operating hydro power plants… Read full bio

Marek Wolek

VP - Strategy and Partnerships, Fluence, A Siemens and AES Company

In his leadership role at Fluence, Marek leads the Global Strategy and Partnerships team, providing in-depth industry and market insights to Fluence and its customers and partners. He is responsible for investments, M&A and capital raising activi… Read full bio