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

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

Michael Bonte-Friedheim
  • 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

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09:45 - 10:30

Generating risk-adjusted returns in an ultra-competitive market

Michael Ebner, Rosheen McGuckian, 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
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 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

Co-CEO & CIO, 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?

  • 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

Thomas Engelmann, 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?
A speaker photo for Thomas Engelmann

Thomas Engelmann

Head of Energy Transition, KGAL Investment Management

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A speaker photo for Dr. Barbara Weber

Dr. Barbara Weber

Founding Partner, BCapital Partners

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12:10 - 12:30

Why solar remains competitive with other forms of generation

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 Shane  Swords

Shane Swords

Managing Director-Head of Investor Relations, NextEnergy Capital

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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

Lawrence Slade
  • 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?
A speaker photo for Lawrence Slade

Lawrence Slade

Chief Executive Officer, Global Infrastructure Investor Association

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15:20 - 16:00

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

Richard Braakenburg
  • 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?
A speaker photo for Richard Braakenburg

Richard Braakenburg

Managing Director - Investments, SUSI Partners

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16:00 - 16:30

Development of battery technology and what it means for infrastructure

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
A speaker photo for Alicja Kowalewska-Montfort

Alicja Kowalewska-Montfort

Principal – Energy Storage, Gore Street Capital

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A speaker photo for Marek Wolek

Marek Wolek

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

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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 & CIO, 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

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 renewables in Macquarie Infrastructure and Real Assets. He is an investment committee member and oversees the dedicated renewable energy fund business. Karl joined the Green Investment Bank in 2012 where he led the fund… 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 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