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:

View all speakers
View all speakers

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
View agenda page

Agenda

Day 1 - Thursday 21st

Energy Transition Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Laurent Segalen
A speaker photo for Laurent Segalen

Laurent Segalen

Managing Partner, Megawatt-X

Read bio
09:00 - 09:45

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

Michael Bonte-Friedheim, Jake Erhard, Lluis Noguera, James Schaefer
  • 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
A speaker photo for Michael Bonte-Friedheim

Michael Bonte-Friedheim

Founding Partner & Group CEO, NextEnergy Capital Group

Read bio
A speaker photo for Jake Erhard

Jake Erhard

Partner, ArcLight Capital Partners

Read bio
A speaker photo for Lluis Noguera

Lluis Noguera

CEO, X-ELIO

Read bio
A speaker photo for James Schaefer

James Schaefer

Senior Managing Director, Guggenheim Securities

Read bio
09:45 - 10:30

Generating risk-adjusted returns in an ultra-competitive market

Zak Bentley, Michael Ebner, Rosheen McGuckian, Martin Sichelkow, David Swindin, Marco van Daele
  • 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

 

Moderated by: Zak Bentley, Senior Reporter, Infrastructure Investor

A speaker photo for Zak Bentley

Zak Bentley

Senior Reporter, Infrastructure Investor

Read bio
A speaker photo for Michael Ebner

Michael Ebner

Head of Infrastructure, KGAL

Read bio
A speaker photo for Rosheen McGuckian

Rosheen McGuckian

Chief Executive Officer, NTR

Read bio
A speaker photo for Martin Sichelkow

Martin Sichelkow

Managing Director - Infrastructure, Eurazeo

Read bio
A speaker photo for David Swindin

David Swindin

Managing Director - Head of EMEA, Cubico Sustainable Investments

Read bio
A speaker photo for Marco van Daele

Marco van Daele

Co-CEO & CIO, SUSI Partners

Read bio
10:30 - 11:00

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

Karl Smith, Paul O'Donnell, Kunal Patel
  • 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

Moderator: Karl Smith, Managing Director, MIRA, 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 Paul O'Donnell

Paul O'Donnell

Partner, Greencoat Capital

Read bio
A speaker photo for Kunal Patel

Kunal Patel

Vice President - Partnerships & Corporate M&A, Ørsted

Read bio
11:00 - 11:30

Coffee & networking

Energy Transition Forum
11:30 - 12:10

Why green hydrogen is key to realising ambitious net zero targets

Munir Hassan, Thomas Engelmann, Gniewomir Flis, Dr. Barbara Weber
  • 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?

Moderator: Munir Hassan, Head of Energy & Climate Change Group, CMS

A speaker photo for Munir Hassan

Munir Hassan

Head of Energy & Climate Change Group, CMS

Read bio
A speaker photo for Thomas Engelmann

Thomas Engelmann

Head of Energy Transition, KGAL Investment Management

Read bio
A speaker photo for Gniewomir Flis

Gniewomir Flis

Project Manager Hydrogen, Agora Energiewende

Read bio
A speaker photo for Dr. Barbara Weber

Dr. Barbara Weber

Founding Partner, B Capital Partners

Read bio
12:15 - 13:00

Why solar remains competitive with other forms of generation

Nicolai Herrmann , Seán Maguire, Benn Mikula, Stephen Packwood, Shane Swords
  • 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
A speaker photo for  Nicolai  Herrmann

Nicolai Herrmann

Partner, Enervis Energy Advisors

Read bio
A speaker photo for Seán Maguire

Seán Maguire

Managing Director, Impact Asset Management

Read bio
A speaker photo for Benn Mikula

Benn Mikula

Managing Partner, Cordiant Capital

Read bio
A speaker photo for Stephen Packwood

Stephen Packwood

Head of France, Cubico Sustainable Investments

Read bio
A speaker photo for Shane  Swords

Shane Swords

Managing Director-Head of Investor Relations, NextEnergy Capital

Read bio
13:00 - 14:00

Lunch

Energy Transition Forum
14:00 - 14:40

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

Dominic Swan, Thomas Hecker, Chris Pateman-Jones
  • 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

Moderated by: Dominic Swan, Global CIO Private Debt, HSBC Alternatives, HSBC Asset Management

A speaker photo for Dominic Swan

Dominic Swan

Global Chief Investment Officer, Private Debt, HSBC Alternatives, HSBC Asset Management

Read bio
A speaker photo for Thomas Hecker

Thomas Hecker

Founder, 800 Volt Technologies

Read bio
A speaker photo for Chris  Pateman-Jones

Chris Pateman-Jones

Chief Executive Officer, Connected Kerb

Read bio
14:40 - 15:20

Investor perspectives on renewables and the energy transition

Lawrence Slade, Hans Fredrik Forssman, Dr Harald Haas, Verena Kempe
  • 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?

Moderator: Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association

A speaker photo for Lawrence Slade

Lawrence Slade

Chief Executive Officer, Global Infrastructure Investor Association

Read bio
A speaker photo for Hans Fredrik Forssman

Hans Fredrik Forssman

Senior Investment Manager, Skandia Norden

Read bio
A speaker photo for Dr Harald Haas

Dr Harald Haas

Senior Investment Manager, MEAG MUNICH ERGO

Read bio
A speaker photo for Verena Kempe

Verena Kempe

Head of Investment Management, KENFO

Read bio
15:20 - 16:00

Development of battery technology and what it means for infrastructure

Lars Kyrberg, Richard Braakenburg, Alicja Kowalewska-Montfort, Marek Wolek
  • 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

Moderator: Lars Kyrberg, Partner, Bird & Bird

A speaker photo for Lars Kyrberg

Lars Kyrberg

Partner, Bird & Bird

Read bio
A speaker photo for Richard Braakenburg

Richard Braakenburg

Managing Director - Investments, SUSI Partners

Read bio
A speaker photo for Alicja Kowalewska-Montfort

Alicja Kowalewska-Montfort

Principal – Energy Storage, Gore Street Capital

Read bio
A speaker photo for Marek Wolek

Marek Wolek

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

Read bio
16:00 - 16:00

Close of conference

Michael Bonte-Friedheim

Founding Partner & Group CEO, NextEnergy Capital Group

Founded NextEnergy Capital Group in 2007. Michael has over 30 years of experience in the European Power & Energy sector, Banking and Finance industries. Former Managing Director at Goldman Sachs in Energy & Power Investment Banking Group; lef… 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

Zak Bentley

Senior Reporter, Infrastructure Investor

Zak Bentley is a senior reporter at Infrastructure Investor based in London. Zak joined Infrastructure Investor in 2016 from Centaur where he was a reporter on their Clean Energy Pipeline title. He has a detailed knowledge and experience of the finan… Read full bio

Marco van Daele

Co-CEO & CIO, SUSI Partners

Marco van Daele is Co-CEO of SUSI Partners and oversees the company’s global investment activities in his role as Chief Investment Officer. Before joining SUSI in 2017, Marco worked for asset manager Brookfield, where he was responsible for the Europ… Read full bio

Ralph Drüppel

Director of Valuation and Analysis, RealPort

Ralph is a dedicated professional with over 20 years professional experience across renewable project development and finance expertise on project as well as on corporate level. Combining both, he has been responsible for developing international off… 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

Jake Erhard

Partner, ArcLight Capital Partners

Mr. Erhard joined ArcLight in 2001 and has 20 years of energy finance and private equity experience. Mr. Erhard began his career at Schroders, where he focused on mergers and acquisitions. Mr. Erhard earned a Bachelor of Arts in Economics from Prince… Read full bio

Gniewomir Flis

Project Manager Hydrogen, Agora Energiewende

Gniewomir is an energy and climate advisor to Agora Energiewende, a think tank that develops evidence-based and politically viable strategies to advance the goal of climate neutrality. He seeks to unlock hydrogen’s potential as a decarbonization and… Read full bio

Hans Fredrik Forssman

Senior Investment Manager, Skandia Norden

Hans Forssman has spent more than 30 years in the financial industry, within a wide variety of assets and strategies. Before joining the Skandia PEI team (Private Equity & Infrastructure) to head management of the infrastructure portfolio, he was… Read full bio

Dr Harald Haas

Senior Investment Manager, MEAG MUNICH ERGO

Dr. Harald Haas is Senior Investment Manager of Munich Re’s asset manager MEAG. Harry works in MEAG’s infrastructure debt team. Initially Harry was responsible for direct equity investments in renewable energy. Prior to joining MEAG in 2011, Harry he… Read full bio

Kirsty Hamilton

Seconded Advisor - Investment, COP26 Energy Transition team

Kirsty Hamilton is seconded in to advise the COP26 Energy Transition team on ‘building investment confidence' with a focus on conditions to mobilise capital for international clean power scale up. Kirsty has three decades of international experience… Read full bio

Munir Hassan

Head of Energy & Climate Change Group, CMS

Munir Hassan is the Head of CMS Energy & Climate Change Group. The Clean Energy practice at CMS is the market leader in the renewables sector in Europe, with a vast portfolio of low carbon projects and transactions across all technologies, partic… Read full bio

Thomas Hecker

Founder, 800 Volt Technologies

Thomas is Co-Founder of 800 Volt Technologies, a company that‘s dedicated to accelerate the transition to electric mobility. Their app PUMP is one of the leading products that helps customers to deal with the complexity of charging networks by planni… Read full bio

Nicolai Herrmann

Partner, Enervis Energy Advisors

Nicolai Herrmann works as a Partner for enervis energy advisors GmbH in Berlin. He has more than 15 years of experience in power market analysis and modelling, investment evaluation of conventional and renewable generation assets, storage and PPA pri… Read full bio

Verena Kempe

Head of Investment Management, KENFO

Verena Kempe is Head of Investment Management at KENFO where she is currently focussing especially on the expansion of its private markets activities. Before joining KENFO, she was the Co-Head of Private Equity at FERI Trust where she successfully in… 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

Lars Kyrberg

Partner, Bird & Bird

As a partner in our Hamburg office, I offer our clients long-standing expertise in renewables, energy networks and complex infrastructure projects. I have been active in the energy sector since 2010, which has provided me with a profound inside knowl… Read full bio

Seán Maguire

Managing Director, Impact Asset Management

Seán joined Impax in January 2021 and is a member of Impax’s Private Equity/Infrastructure Transaction Team. He is responsible for sourcing and executing new investment opportunities. He has over 13 years’ experience in the renewables industry having… 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

Lluis Noguera

CEO, X-ELIO

Lluís Noguera (born in Barcelona, Spain) is a Telecommunications Engineer from the Polytechnic University of Catalonia. He also completed management studies at the Imperial College London Business School. He began his professional career as a Project… Read full bio

Paul O'Donnell

Partner, Greencoat Capital

Paul is a Partner at Greencoat Capital, a leading manager of renewable energy infrastructure assets with over €7.0 billion of assets under management, where he is the co-Head of the European renewables practice. Paul joined Greencoat Capital in 2009… Read full bio

Stephen Packwood

Head of France, Cubico Sustainable Investments

As Head of France, Stephen has been responsible for launching and expanding Cubico’s presence in the country since it entered the market last year. Before this, he spent more than three years leading Cubico’s Northern Europe team. Prior to joining Cu… Read full bio

Kunal Patel

Vice President - Partnerships & Corporate M&A, Ørsted

Kunal is a Vice President and Head of Partnerships & Corporate M&A in Ørsted, responsible for M&A, structuring and financing in relation to Ørsted's offshore wind assets as well as corporate M&A activities. Kunal has been with Ørsted… Read full bio

Chris Pateman-Jones

Chief Executive Officer, Connected Kerb

Chris is the CEO of Connected Kerb, an award winning, fast growth EV charging and smart cities business, deploying infrastructure in the UK and overseas. Chris is an experienced infrastructure executive, with extensive commercial, innovation and stra… Read full bio

James Schaefer

Senior Managing Director, Guggenheim Securities

James Schaefer is a Senior Managing Director within Guggenheim’s Power, Energy and Renewables team and covers a number of electric and gas utility and renewable energy accounts for Guggenheim Securities. Mr. Schaefer brings to Guggenheim extensive ex… Read full bio

Laurent Segalen

Managing Partner, Megawatt-X

Laurent Segalen is a franco-british clean energy investment banker. He is the founder of Megawatt-X, the London-based Energy transition meta-platform, which he currently heads. Megawatt-X has listed more than 15GW of Wind and Solar transactions over… Read full bio

Martin Sichelkow

Managing Director - Infrastructure, Eurazeo

Martin joined Eurazeo as Managing Director of the Infrastructure team. Prior to Eurazeo, Martin spent over a decade in the investment team of Marguerite, manager of three unlisted EU infrastructure equity funds with 1.5bn€ AuM, where he started at fu… Read full bio

Lawrence Slade

Chief Executive Officer, Global Infrastructure Investor Association

Lawrence Slade became Chief Executive Officer of the Global Infrastructure Investor Association (GIIA) in January 2020. GIIA represents investors with over US$1tn AUM. Prior to his role with GIIA Lawrence Slade worked with Energy UK since 2011, becom… Read full bio

Karl Smith

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

Karl is a Managing Director of energy transition in Macquarie Infrastructure and Real Assets. He is an investment committee member and oversees the dedicated renewable energy fund business and investments in the broader energy transition sector. Karl… Read full bio

Dominic Swan

Global Chief Investment Officer, Private Debt, HSBC Alternatives, HSBC Asset Management

Dominic is the Global Chief Investment Officer for Private Debt. He has almost 30 years’ experience across portfolio management, credit, secured lending, workouts and structuring. Dominic is responsible for establishing and managing the direct invest… Read full bio

David Swindin

Managing Director - Head of EMEA, Cubico Sustainable Investments

David Swindin has been Head of EMEA at Cubico Sustainable Investments 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… 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 fundraisings, M&A and debt transactions in Europe, the Americas, the Gulf, Asia and… Read full bio

Dr. Barbara Weber

Founding Partner, B Capital Partners

Barbara Weber, PhD, Lic., MSc is the Founding Partner of B Capital Partners. She is a Non-Executive Director on the Board of Bekk og Strom AS, a company owning and operating hydro power plants in Norway. Further Barbara was a Non-Executive Director o… 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