Infrastructure
Investor
Investor
Energy Transition Forum Global Summit 2022
24 March 2022,
Hilton, Berlin
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.
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.
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
View agenda page
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
09:00 - 09:40
Navigating the energy transition post COP-26 and looking towards COP-27
John Anderson,
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?
09:40 - 10:20
Generating stable returns in volatile energy markets
- 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
10:20 - 11:00
Asset allocators views on the latest trends in the energy transition
Patricia Rodrigues Jenner
- 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?
- What are investors demanding on S reporting requirements and what it means & G?
11:00 - 11:30
Coffee & networking
Energy Transition Forum
11:30 - 12:10
Electrification and the road to profitability
- 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
12:10 - 12:40
Scotwind case study: floating offshore wind
- How local and global expertise will partner on this landmark project
- Delivering benefits to the wider economy
- To what extent could this project be a blueprint for future renewable investments?
12:40 - 13:00
Case study
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?
Helena Anderson,
Alicia Eastman,
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?
14:40 - 15:20
Mobilising investment for clean energy in emerging markets
Marcus Steinig
- 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
15:20 - 16:00
Is now the time for mainstream infra funds to invest in battery storage?
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
16:00 - 16:10
Closing comments from the chair
Helena Anderson
Co-founder , 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
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
Alicia Eastman
President, InterContinental Energy
Alicia has led investment and strategy in global developing markets for nearly 25 years, managing private equity funds and advising market entry and finance strategy for multinational companies across Asia including the Middle East. She has focused o… 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
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
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
Marcus Steinig
CFO, Harvest Waste
Marcus is one of the founders of Harvest Waste, a developer of large-scale waste-to-energy projects around the world using proprietary High-Efficiency Technology with a negative Carbon footprint. Harvest Waste is the only firm in the world that devel… 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
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
