Investing in the energy transition as the world moves towards net-zero

As the world moves to net-zero, the energy transition is considered one of the biggest investment opportunities of the century.

Join institutional investors, fund managers, utility firms, project developers, investment banks and more to focus on investment opportunities in renewables and the energy transition.

 

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 the investment themes in the aftermath of COP26, what full on electrification means, what is a ‘fair’ return for renewables and is there further yield compression to go, 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.

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

Pursuing the momentum for change in emerging and frontier economies

Investing in assets which provide essential services

The route to net-zero post-COP26

Navigating the route towards an inclusive global digital economy

The evolving role of lending in the private infrastructure world

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 24th

Energy Transition Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Lawrence Slade
A speaker photo for Lawrence Slade

Lawrence Slade

Chief Executive Officer, Global Infrastructure Investor Association

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09:00 - 09:40

Navigating the energy transition post COP-26 and looking towards COP-27

John Anderson, Michael Bonte-Friedheim, Xanthe Kueppers, Constantin von Wasserschleben, Jiri Zrust
  • Are the decarbonisation pathways clear enough to avoid a disorderly transition?
  • What is the role of gas and nuclear in the energy transition?
  • What has the recent energy crisis told us about gas’ future in energy markets?
  • How do investors support the broad economy transition while meeting their firm’s portfolio goals for carbon reduction and net zero?

Moderator: John Anderson, Global Head Corporate Finance & Infrastructure, Manulife, Chair, UN

John Anderson Manulife

John Anderson

Global Head Corporate Finance & Infrastructure, Manulife

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A speaker photo for Michael Bonte-Friedheim

Michael Bonte-Friedheim

Founding Partner & Group CEO, NextEnergy Group

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A speaker photo for Xanthe  Kueppers

Xanthe Kueppers

Head of Investor Relations, Sizewell C

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A speaker photo for Constantin von Wasserschleben

Constantin von Wasserschleben

Managing Director, IKAV

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A speaker photo for Jiri Zrust

Jiri Zrust

Partner and Head of Infrastructure, CVC Capital Partners Strategic Opportunities

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09:40 - 10:20

Generating stable returns in volatile energy markets

Louisa Yeoman, Michael Ebner, Jordi Francesch, Juergen Pinker, Alberto Ponti
  • How are fund managers putting dry powder to work in such a competitive space?
  • Opportunities to support companies’ growth as opposed to buying assets at high prices
  • To what extent are investors comfortable with some of the more innovative strategies?
  • The challenges of operating in the same markets as large corporates and strategics with different priorities

Moderator: Louisa Yeoman, Founder, Astrid Advisors    

Louisa Yeoman, Astrid Advisors

Louisa Yeoman

Founder, Astrid Advisors

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A speaker photo for Michael Ebner

Michael Ebner

Head of Infrastructure, KGAL

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A speaker photo for Jordi  Francesch

Jordi Francesch

Head of Asset Management, Glenmont Partners

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A speaker photo for Juergen  Pinker

Juergen Pinker

Senior Managing Director, Blackstone

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A speaker photo for Alberto  Ponti

Alberto Ponti

Head of Strategy & Business Development, F2i

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10:20 - 11:00

Asset allocators views on the latest trends in the energy transition

Eugene Zhuchenko , Verena Kempe, Jaspal Phull, Patricia Rodrigues Jenner, Holger Rossbach
  • How increased focus on ESG is seeing more investors’ money flood into the energy transition
  • Investing in asset creation: To what extent are investors comfortable with funds taking on more development risk/buying directly developers?
  • How are reporting expectations on the E changing? And is standardisation any closer?

Moderator: Eugene Zhuchenko, Founder, ETORE Advisory

A speaker photo for Eugene Zhuchenko

Eugene Zhuchenko

Director and Founder, ETORE Advisory

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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 Jaspal  Phull

Jaspal Phull

Director - Real Assets, Redington

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A speaker photo for Patricia Rodrigues Jenner

Patricia Rodrigues Jenner

Member of Infrastructure Investment Committees, GLIL and AIIM

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A speaker photo for Holger Rossbach

Holger Rossbach

Managing Director – Private Markets specialist, Cambridge Associates

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11:00 - 11:30

Coffee & networking

Energy Transition Forum
11:30 - 12:15

Electrification and the road to profitability

Maria Carlsson, Massimo Resta, Peter Schümers, Jan Zenneck
  • Ultrafast vs. home/office charging, how do the business models compare?
  • Assessing the EV charging business model for investors
  • When does EV charging become a mainstream infra play?
  • Taking stock on Government evolving frameworks for EV charging
  • Why interoperability needs to be prioritised

Moderator: Maria Carlsson, Partner, Head of Corporate and M&A , Bird & Bird

A speaker photo for Maria  Carlsson

Maria Carlsson

Partner, Head of Corporate and M&A, Bird & Bird

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A speaker photo for Massimo  Resta

Massimo Resta

Partner, Zouk Capital

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A speaker photo for Peter Schümers

Peter Schümers

Co-Head of Investments, Energy Infrastructure Partners

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A speaker photo for Jan  Zenneck

Jan Zenneck

Associate Director, Renewable & Distributed Energy, BCG

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12:15 - 13:00

The opportunity of renewable investing in the US

Zak Bentley, João Costeira, Bernardo Goarmon, James Schaefer
  • How is competition for developers and pricing increasing?
  • Expectations for more expansion into the US in the coming years for Repsol and BP entities
  • Will there be more focus on development and operational assets in the US?
  • What technologies are most exciting in the US and what are the key difficulties?
  • How do you approach pipeline expansion across US geographies?
  • What returns are investors requiring for operational assets

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 João  Costeira

João Costeira

Executive Director, Repsol

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A speaker photo for Bernardo  Goarmon

Bernardo Goarmon

Chief Financial Officer, Lightsource BP

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A speaker photo for James Schaefer

James Schaefer

Senior Managing Director, Guggenheim Securities

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13:00 - 14:00

Networking lunch with Digital Infrastructure and Infrastructure Debt Forum attendees

Energy Transition Forum
14:00 - 14:40

Are green hydrogen and green methanol the missing link in the energy transition?

Mogens Holm, Helena Anderson, Thomas Engelmann, Pierre-Etienne Franc, Steen Lønberg Jørgensen
  • What is investable in hydrogen today?
  • How have the hydrogen and methanol landscapes been evolving?
  • Is blue hydrogen a necessary transitional step or is it a distraction from going green?
  • How hydrogen can utilise existing gas networks
  • Is there any reason to believe that the cost of hydrogen will come down as has happened with solar and wind?

Moderator: Mogens Holm, Associate Director, Climate, BCG

A speaker photo for Mogens  Holm

Mogens Holm

Associate Director, Climate, BCG

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A speaker photo for Helena  Anderson

Helena Anderson

Founder and COO, Ikigai

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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 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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14:40 - 15:20

Mobilising investment for clean energy in emerging markets

Kirsty Hamilton, Bas Hamers, Olusola Lawson, Shane Swords, Michel Andre Volle
  • Are investors attracted to EM for opportunities?
  • How comfortable are investors with the risk/return profile?
  • Which EM countries and regions offer the most attractive investment opportunities?
  • Differences in business models in EM vs. investing in developed markets: risk levels, currency levels etc

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

A speaker photo for Kirsty Hamilton

Kirsty Hamilton

Seconded Advisor - Investment, COP26 Energy Transition team

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A speaker photo for Bas  Hamers

Bas Hamers

Advisor to the board, Harvest Waste

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A speaker photo for Olusola  Lawson

Olusola Lawson

Co-Managing Director, African Infrastructure Investment Managers ("AIIM")

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A speaker photo for Shane  Swords

Shane Swords

Managing Director-Head of Investor Relations, NextEnergy Capital

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A speaker photo for Michel Andre Volle

Michel Andre Volle

Global Head of Funding and Investors Relations, Meridiam

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15:20 - 16:00

Is now the time for mainstream infra funds to invest in battery storage?

Laurent Segalen , Justin DeAngelis, Alex O'Cinneide, Marek Wolek
  • Why hasn’t the market grown as fast as some predicted in recent years? What is holding investors back?
  • The importance of government in stimulating activity
  • Battery storage revenue models

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 Justin  DeAngelis

Justin DeAngelis

Partner, Denham Capital

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A speaker photo for Alex O'Cinneide

Alex O'Cinneide

CEO & Founder, Gore Street Capital

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A speaker photo for Marek Wolek

Marek Wolek

SVP, Strategy and Partnerships, Fluence

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16:00 - 16:10

Closing comments from the chair

John Anderson Manulife

John Anderson

Global Head Corporate Finance & Infrastructure, Manulife

John Anderson is a 30-year infrastructure investor, responsible for Manulife’s $10 billion infrastructure equity portfolio, and their $40 billon infrastructure debt portfolio. The Manulife life insurance companies are ranked as one of the largest inf… Read full bio

Helena Anderson

Founder and COO, Ikigai

Helena founded Ikigai – a boutique advisor and co-developer focused on delivering the energy transition on a bankable basis - in December 2017. Ikigai’s clients and partners include international institutional and strategic investors, core infrastruc… Read full bio

Zak Bentley

Americas Editor, Infrastructure Investor

Zak Bentley is Americas editor at Infrastructure Investor, based in New York. Zak joined Infrastructure Investor in London in 2016 from Centaur where he was a reporter at their Clean Energy Pipeline title. He now leads Infrastructure Investor’s cover… Read full bio

Michael Bonte-Friedheim

Founding Partner & Group CEO, NextEnergy Group

Founded NextEnergy Group (“NextEnergy”) in 2007. NextEnergy is one of the leading specialist international investment and asset managers focused on the solar sector. It has c.200 employees across multiple offices, including London, Milan, Hyderabad,… Read full bio

Maria Carlsson

Partner, Head of Corporate and M&A, Bird & Bird

As head of our Corporate and M&A group in Finland, I have in-depth experience of complex M&A transactions and corporate and commercial work. Specialising in M&A, I have over 15 years' experience of structuring and negotiating complex tran… Read full bio

João Costeira

Executive Director, Repsol

João Paulo Costeira is currently Executive Director of Low Carbon Generation at Repsol and CEO of Repsol Renovables, the renewable energy arm of the Spanish energy company. Mr. Costeira has more than 25 years experience in the energy sector in Oil, G… Read full bio

Justin DeAngelis

Partner, Denham Capital

Justin DeAngelis is a Partner and co-leads the firm’s Sustainable Infrastructure investment efforts. Justin brings over 20 years of experience to the firm and is a member of the Investment and Valuation Committees. He currently serves on the Board of… 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 is responsible for the development of the Energy Transition asset class within KGAL, investing in energy transition related Equ… Read full bio

Pierre-Etienne Franc

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

Pierre-Etienne Franc, a graduate from HEC Paris, is one of the most recognized Hydrogen experts globally. He has spent the last decade developing Hydrogen activities at Air Liquide and is now building in a Joint Venture with Ardian, Hy24, the first l… Read full bio

Jordi Francesch

Head of Asset Management, Glenmont Partners

Jordi joined Glennmont Partners in 2011 and he is the Chief Risk Officer and Head of Asset Management of the firm. Jordi is also a board member of BNZ. He has more than 19 years’ experience in the energy sector, 13 of which spent in renewables, speci… Read full bio

Bernardo Goarmon

Chief Financial Officer, Lightsource BP

Bernardo Goarmon is Chief Financial Officer and Board Member at LightsourceBP. From 2013 to early 2022, Bernardo served as Executive Vice President Finance for EDP Renewables North America, responsible for all finance functions. At EDPR, Bernardo had… Read full bio

Bas Hamers

Advisor to the board, Harvest Waste

The last 2.5 years, Bas has supported the board of Harvest Waste in fundraising, liaising with (development) finance institutions, negotiating contracts and improving the bankability of its projects. Harvest Waste is a developer of large-scale waste-… Read full bio

Kirsty Hamilton

Seconded Advisor - Investment, COP26 Energy Transition team

Kirsty Hamilton is completing a secondment to the COP26 Energy Transition Council team with a focus on conditions to mobilise capital for clean power scale up in emerging markets and developing economies. She set up one of the first initiatives to br… Read full bio

Mogens Holm

Associate Director, Climate, BCG

Mogens Holm is an Associate Director in BCG’s Climate Practice based in Copenhagen and is one of BCG’s global experts on PtX, with a deep specialism in low-carbon hydrogen, ammonia, and methanol projects. Mogens combines his significant industry expe… 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

Xanthe Kueppers

Head of Investor Relations, Sizewell C

Xanthe is Head of Investor Relations for the Sizewell C project. Sizewell C is the proposed nuclear power station in Suffolk, UK. Xanthe is responsible for developing and making the case for nuclear as part of a net zero energy system and engaging wi… Read full bio

Olusola Lawson

Co-Managing Director, African Infrastructure Investment Managers ("AIIM")

Olusola was appointed Managing Director and co-Head at AIIM, Africa's largest infrastructure equity internment manager, in August 2020. He has significant experience in corporate finance and infrastructure equity investing experience across European… Read full bio

Steen Lønberg Jørgensen

Partner, Copenhagen Infrastructure Partners

Steen Lønberg Jørgensen is responsible for the Investor Relations, Fund Raising, and Business Development Team. Mr. Jørgensen has more than 15 years of experience in executive management and has held several senior management positions. Prior to join… Read full bio

Alex O'Cinneide

CEO & Founder, Gore Street Capital

Alex O’Cinneide is the founder and CEO of Gore Street Capital. He previously was a Managing Director and Head of Europe for Paladin Capital, a Senior Advisor to Kleinwort Benson Bank in London, served on the Investment Committee of IndoChina Capital.… Read full bio

Jaspal Phull

Director - Real Assets, Redington

Jaspal is responsible for manager research across Real Estate and Infrastructure strategies. Over the last 18 months he has advised on the allocation of £1.1bn across renewable infrastructure strategies. Jaspal joined Redington in August 2019 from Ri… Read full bio

Juergen Pinker

Senior Managing Director, Blackstone

Juergen Pinker is a Senior Managing Director in the Private Equity Group and is based in London. Mr. Pinker focuses primarily on the Industrials, Chemicals and Building Materials sectors and leads Blackstone’s investment activities in the energy… Read full bio

Alberto Ponti

Head of Strategy & Business Development, F2i

With F2i since 2018, he is a Senior Partner and Head of Strategy & Business Development. He performs analyses and assessments, both sector-wide and on the operations of target or portfolio companies, and on the regulatory framework of the countri… Read full bio

Massimo Resta

Partner, Zouk Capital

Massimo is a partner at Zouk Capital, a London based private equity firm focussing in renewable energy, clean infrastructure and the energy transition. At Zouk, Massimo has been involved in transactions in the solar photovoltaic, waste to energy, sto… Read full bio

Patricia Rodrigues Jenner

Member of Infrastructure Investment Committees, GLIL and AIIM

Patricia is an experienced Non-Executive Board Director with a breadth of institutional experience across infrastructure / real estate / private equity/ ESG investment. Over the past two decades, Patricia has been an investment manager at Macquarie,… Read full bio

Holger Rossbach

Managing Director – Private Markets specialist, Cambridge Associates

Holger is a Managing Director at Cambridge Associates and is based in the firm’s Munich office. He is part of the Private Investments team, working primarily with European pension clients on their private equity, venture capital, infrastructure and p… 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

Peter Schümers

Co-Head of Investments, Energy Infrastructure Partners

Peter Schümers has 15+ years of experience in the utilities and infrastructure sector having worked on some of the largest and earliest pathfinder transactions in the sector Prior to joining EIP in 2016, where he acts as the Co-Head of the Investment… 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

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

Shane Swords

Managing Director-Head of Investor Relations, NextEnergy Capital

Shane, with over 20 years experience, joined NextEnergy Capital in 2019. Shane and his team have just completed the fundraising for NextPower III ESG at $896 million (target of $750 million), and are currently fundraising for NextPower UK ESG, where… Read full bio

Michel Andre Volle

Global Head of Funding and Investors Relations, Meridiam

Michel-André Volle joined Meridiam in 2019 to become global head of investors relations and funding solutions. His role includes notably the fundraising activities, as well as the coordination and supervision of the different project financings throu… Read full bio

Constantin von Wasserschleben

Managing Director, IKAV

In 2010 Constantin founded IKAV, an energy infrastructure Manager. Under his leadership IKAV has expanded its franchise to solar (PV & CSP) - wind-, geothermal and recently conventional energy. IKAV combining financial and technical expertise wit… Read full bio

Marek Wolek

SVP, Strategy and Partnerships, Fluence

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
Louisa Yeoman, Astrid Advisors

Louisa Yeoman

Founder, Astrid Advisors

Louisa is a co-founder of Astrid Advisors. She has 20 years’ experience of capital raising and investment management. Prior to setting up Astrid Advisors, Louisa was co-Head of European Distribution for AMP Capital and established their European clie… Read full bio

Jan Zenneck

Associate Director, Renewable & Distributed Energy, BCG

Dr. Jan Zenneck joined the Düsseldorf office of The Boston Consulting Group in 2007 and is an Associate Director for Green Energy. Within this sector, he leads the Solar Energy topic globally within BCG. He is also a core-member of the Industrial Goo… Read full bio

Eugene Zhuchenko

Director and Founder, ETORE Advisory

Eugene Zhuchenko has over 20 years of infrastructure experience. Prior to founding ETORE Advisory, he was the CEO of Long Term Infrastructure Investors Association, managed an infrastructure portfolio at APG Asset Management, led M&A projects at… Read full bio

Jiri Zrust

Partner and Head of Infrastructure, CVC Capital Partners Strategic Opportunities

Jiri, a Czech and British national, is a member of the CVC Strategic Opportunities team focusing on investments in high-quality, stable businesses with longer investment horizons. He also leads the infrastructure-plus investment platform with specifi… Read full bio