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

Energy Transition Forum - 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

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09:00 - 09:45

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

Kirsty Hamilton, Michael Bonte-Friedheim, Anthony Catachanas, Lluis Noguera
  • 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

Moderator: Kirsty Hamilton OBE, Seconded Advisor – Investment, COP26 Energy Transition team

A speaker photo for Kirsty Hamilton

Kirsty Hamilton

Seconded Advisor - Investment, COP Energy Transition team

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A speaker photo for Michael Bonte-Friedheim

Michael Bonte-Friedheim

Founding Partner and Group CEO, NextEnergy Group

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A speaker photo for Anthony Catachanas

Anthony Catachanas

Chief Executive Officer, Victory Hill Capital Advisors LLP

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A speaker photo for Lluis Noguera

Lluis Noguera

CEO, X-ELIO

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09:45 - 10:30

Generating risk-adjusted returns in an ultra-competitive market

Laurent Segalen , 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

 

Moderator: Laurent Segalen, Managing Partner, Megawatt-X

A speaker photo for Laurent Segalen

Laurent Segalen

Managing Partner, Megawatt-X

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A speaker photo for Michael Ebner

Michael Ebner

Head of Infrastructure, KGAL

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A speaker photo for Rosheen McGuckian

Rosheen McGuckian

Chief Executive Officer, NTR

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A speaker photo for Martin Sichelkow

Martin Sichelkow

Managing Director - Infrastructure, Eurazeo

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A speaker photo for David Swindin

David Swindin

Managing Director - Head of EMEA, Cubico Sustainable Investments

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A speaker photo for Marco van Daele

Marco van Daele

CEO, SUSI Partners

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10:30 - 11:00

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

Ekow Yankah, Bertrand Gautier, Marie Lucey, Karl Smith
  • 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: Ekow Yankah, Founder , RealPort

A speaker photo for Ekow Yankah

Ekow Yankah

Founder & Management, Executive Board, RealPort

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A speaker photo for Bertrand  Gautier

Bertrand Gautier

Founding Partner, Greencoat Capital

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A speaker photo for Marie Lucey

Marie Lucey

Director, Head of M&A, Ørsted

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A speaker photo for Karl Smith

Karl Smith

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

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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, Pierre-Etienne Franc, Steen Lønberg Jørgensen, 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 there 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

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A speaker photo for Thomas Engelmann

Thomas Engelmann

Head of Energy Transition, KGAL Investment Management

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A speaker photo for Gniewomir Flis

Gniewomir Flis

Project Manager Hydrogen, Agora Energiewende

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A speaker photo for Pierre-Etienne  Franc

Pierre-Etienne Franc

Co-founder and CEO, FiveT Hydrogen and CEO, Hy24

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A speaker photo for Steen  Lønberg Jørgensen

Steen Lønberg Jørgensen

Partner, Copenhagen Infrastructure Partners

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A speaker photo for Dr. Barbara Weber

Dr. Barbara Weber

Founding Partner, B Capital Partners

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12:15 - 13:00

Why solar remains competitive with other forms of generation

Nicolai Herrmann , Carlos Abuin, Ignacio Asensio, Seán Maguire, Benn Mikula, Shane Swords
  • Recent developments in module / technology cost for PV
  • Discussing the impact of development risk
  • How to deal with merchant risks in power markets?
  • What PPA structures are needed?
  • What are the main risks for PV investors?

Moderator: Nicolai Herrmann, Renewables and Power Market Expert, Enervis Energy Advisers

A speaker photo for  Nicolai  Herrmann

Nicolai Herrmann

Partner, Enervis Energy Advisors

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A speaker photo for Carlos  Abuin

Carlos Abuin

Investment Director, Infrastructure, InfraRed Capital Partners

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A speaker photo for Ignacio Asensio

Ignacio Asensio

Head of Business Development Europe, Cubico Sustainable Investments

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A speaker photo for Seán Maguire

Seán Maguire

Managing Director, Impax Asset Management

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A speaker photo for Benn Mikula

Benn Mikula

CEO, Cordiant Capital

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A speaker photo for Shane  Swords

Shane Swords

Managing Director, Head of Investor Relations - NextEnergy Capital

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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, Filippo Gaddo, Thomas Hecker, Knut Hechtfischer, 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, Interim Head of Private Debt, HSBC Alternatives, HSBC Asset Management

A speaker photo for Dominic Swan

Dominic Swan

Head of Private Debt, HSBC Alternatives, HSBC Asset Management

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A speaker photo for Filippo  Gaddo

Filippo Gaddo

Director, Arup

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A speaker photo for Thomas Hecker

Thomas Hecker

Founder, 800 Volt Technologies

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A speaker photo for Knut Hechtfischer

Knut Hechtfischer

Founder, ubitricity

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A speaker photo for Chris  Pateman-Jones

Chris Pateman-Jones

Chief Executive Officer, Connected Kerb

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14:40 - 15:20

Investor perspectives on renewables and the energy transition

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

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A speaker photo for Hans Fredrik Forssman

Hans Fredrik Forssman

Senior Investment Manager, Skandia Norden

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A speaker photo for Dr Harald Haas

Dr Harald Haas

Senior Investment Manager, MEAG MUNICH ERGO

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A speaker photo for Verena Kempe

Verena Kempe

Head of Investment Management, KENFO

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A speaker photo for Amarik Ubhi

Amarik Ubhi

Partner, Global Head of Infrastructure, Mercer

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15:20 - 16:00

Development of battery technology and what it means for infrastructure

Lars Kyrberg, Richard Braakenburg, Bruce Huber, Alicja Kowalewska-Montfort
  • 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

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Lars Kyrberg

Partner, Bird & Bird

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A speaker photo for Richard Braakenburg

Richard Braakenburg

Managing Director - Investments, SUSI Partners

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A speaker photo for Bruce  Huber

Bruce Huber

Chief Executive Officer, Alexa Capital

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A speaker photo for Alicja Kowalewska-Montfort

Alicja Kowalewska-Montfort

Principal – Energy Storage, Gore Street Capital

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16:00 - 16:00

Close of conference

Carlos Abuin

Investment Director, Infrastructure, InfraRed Capital Partners

Ignacio Asensio

Head of Business Development Europe, Cubico Sustainable Investments

Michael Bonte-Friedheim

Founding Partner and Group CEO, NextEnergy Group

Richard Braakenburg

Managing Director - Investments, SUSI Partners

Zak Bentley

Americas Editor, Infrastructure Investor

Anthony Catachanas

Chief Executive Officer, Victory Hill Capital Advisors LLP

Marco van Daele

CEO, SUSI Partners

Michael Ebner

Head of Infrastructure, KGAL

Thomas Engelmann

Head of Energy Transition, KGAL Investment Management

Gniewomir Flis

Project Manager Hydrogen, Agora Energiewende

Hans Fredrik Forssman

Senior Investment Manager, Skandia Norden

Pierre-Etienne Franc

Co-founder and CEO, FiveT Hydrogen and CEO, Hy24

Filippo Gaddo

Director, Arup

Bertrand Gautier

Founding Partner, Greencoat Capital

Dr Harald Haas

Senior Investment Manager, MEAG MUNICH ERGO

Kirsty Hamilton

Seconded Advisor - Investment, COP Energy Transition team

Munir Hassan

Head of Energy & Climate Change Group, CMS

Thomas Hecker

Founder, 800 Volt Technologies

Knut Hechtfischer

Founder, ubitricity

Nicolai Herrmann

Partner, Enervis Energy Advisors

Bruce Huber

Chief Executive Officer, Alexa Capital

Verena Kempe

Head of Investment Management, KENFO

Alicja Kowalewska-Montfort

Principal – Energy Storage, Gore Street Capital

Lars Kyrberg

Partner, Bird & Bird

Steen Lønberg Jørgensen

Partner, Copenhagen Infrastructure Partners

Marie Lucey

Director, Head of M&A, Ørsted

Seán Maguire

Managing Director, Impax Asset Management

Rosheen McGuckian

Chief Executive Officer, NTR

Benn Mikula

CEO, Cordiant Capital

Lluis Noguera

CEO, X-ELIO

Kunal Patel

Vice President - Partnerships & Corporate M&A, Ørsted

Chris Pateman-Jones

Chief Executive Officer, Connected Kerb

Laurent Segalen

Managing Partner, Megawatt-X

Martin Sichelkow

Managing Director - Infrastructure, Eurazeo

Lawrence Slade

Chief Executive Officer, Global Infrastructure Investor Association

Karl Smith

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

Dominic Swan

Head of Private Debt, HSBC Alternatives, HSBC Asset Management

David Swindin

Managing Director - Head of EMEA, Cubico Sustainable Investments

Shane Swords

Managing Director, Head of Investor Relations - NextEnergy Capital

Amarik Ubhi

Partner, Global Head of Infrastructure, Mercer

Dr. Barbara Weber

Founding Partner, B Capital Partners

Ekow Yankah

Founder & Management, Executive Board, RealPort