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,
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
Jiri Zrust
Partner and Head of Infrastructure, CVC Capital Partners Strategic Opportunities
Read bio
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
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
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
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
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
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
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
16:00 - 16:10
Closing comments from the chair
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
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
