Investing in energy: price, security, and the transition to 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. Part of the Infrastructure Investor Global Summit.
Key themes include:
- Investing in energy: price, security, and the transition to net zero
- What does the significant increase in PPA prices mean for investors?
- Investor perspectives: can energy outperform other strategies during inflationary periods?
- The role of gas in 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 role of gas in the energy transition, find out what the significant increase in PPA prices mean for investors and so much more.
Save time building your network
Set up pre-event meetings and continue the conversation after the Summit with your membership to the Infrastructure Investor Network. Gain access to 2,000+ investors and managers globally.
Part of the Global Summit
The Energy Transition Forum is part of the industry leading Infrastructure Investor Global Summit. The Global Summit will take place across four days and include six forums. From ESG to infrastructure debt, the Summit is your best opportunity to connect with the world’s investors, learn from inspirational speakers and stay at the forefront of the infrastructure market.
Six specialist forums
Are you an institutional investor?
Then you may be eligible for a complimentary pass, please apply here and a member of our team will be in touch.
New for 2023, the Investor Council is a space for investors to come together and share peer-to-peer insights, learn from leading investors and more.
Position your brand at the centre of the infrastructure community
Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on available sponsorship opportunities, please contact Alexander Jakes at alexander.j@peimedia.com or call +44(0)20 3862 7498
Position your brand at the centre of the infrastructure community
Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on available sponsorship opportunities, please contact Alexander Jakes at alexander.j@peimedia.com or call +44(0)20 3862 7498
For more information or if you are interested in speaking at the Energy Transition Forum, please contact Charles Gould.
charles.g@peimedia.com | +44 (0)203 879 3893
Agenda
Infrastructure Investor Energy Transition Forum 2023 - Thursday 23rd
Investor council breakfast & welcome
Introduction from Infrastructure Investor
Welcome from the chair

Investing in energy: price, security, and the transition to net zero
- What has changed in the last 12 months for investors?
- How to encourage more capital to be invested in net zero ahead of 2050
- Where are opportunities in investing in grid resilience?
- How to deal with supply chain issues? Rise of execution risk
Moderator: Anne-Louise Stranne Petersen, Senior Reporter, PEI Group


Patricia Rodrigues Jenner
Member of Boards LGAS/AER plc and Investment Committees , GLIL Infrastructure
Read bio


What does the evolving power price environment mean for investors?
- Signs that increased prices are dampening demand
- Getting PPAs done in a more challenging environment
- Are managers/developers asking PPA counterparties to take on more risk?
- Impact from windfall taxes and price caps to returns and what are managers assuming?
Moderator: Zak Bentley, Senior Reporter, Infrastructure Investor



Jaroslava Korpanec
Partner and Head of Central and Eastern Europe, Energy Infrastructure, Actis
Read bio

Battery storage: if not now then when for infrastructure managers
- What is the future market potential for storage?
- Considering the developing risk/return model compared to other strategies
- What’s required to justify long-term investments?
- Viable technologies beyond lithium & cobalt
Ruth Mirasol, Austria, Germany and Eastern Europe Commercial Lead, BloombergNEF





Matthew Mendes
Managing Director, Head of Infrastructure, Investment Management Corporation of Ontario (IMCO)
Read bio
Coffee & networking with Infrastructure Debt and Investor Council attendees
Investor Perspectives: Can Energy Transition Investing outperform traditional infrastructure or traditional energy?
- What is the scope for energy transition investing within / outside traditional infrastructure equity allocations?
- What is the prospect for renewable energy investing? Are returns under pressure from supply chain inflation, cost of debt, rising discount rates?
- What is the appetite for traditional energy allocations? To what extent have investors views on transition fuels (natural gas, nuclear) been impacted by the European energy crisis?
- What are investor strategies for participating in energy transition opportunities outside of infrastructure or traditional energy?
Moderator: Gregor Gruber, Board of Management, IKAV






Why investing in energy efficiency is gaining momentum
- Outlining the extent of the opportunity
- Learnings from early energy efficiency funds of the last decade
- The challenges of prioritising efficiency within existing assets
- Comparing investment strategies across different markets
Moderator: Jane Bowes, Managing Director, Threadmark




Networking lunch with Infrastructure Debt and Investor Council attendees
Investing in energy in North America in the next decade
- How has the has the IRA created opportunities in renewables investors?
- What does the IRA mean for international players entering the US?
- What is the effect expected of the IRÁ on the supply chain?
- What is the effect of the IRÁ on emerging renewable technologies (battery storage, green hydrogen, small nuclear)
Moderator: Gerard Reid, Co-founder and Partner, Alexa Capital





Where are managers/companies seeing opportunities in EV charging?
- How are business models evolving?
- What are the challenges restricting the growth of the market
- Considering the different technologies and where infrastructure managers fit
- How investors are looking to software-based solutions
Moderator: Laura Huomo, Partner, Two Birds
The big debate: the role of hydrogen In the energy transition
Moderator: Huw Williams, Head Of Investor Relations at Department for Business, Energy and Industrial Strategy (BEIS)





Closing comments from the chair
Close of Energy Transition forum

John Anderson
Global Head Corporate Finance & Infrastructure, Manulife

Zak Bentley
Americas Editor, Infrastructure Investor

Dr. Mathias Bimberg
Managing Director, Head of Infrastructure, Prime Capital AG

Michael Bonte-Friedheim
Founding Partner and Group CEO, NextEnergy Group

Jane Bowes
Managing Director, Threadmark LLP

Andrew Bujtor
Managing Director, Low Carbon

Laurent Chatelin
Partner – Infrastructure, Eurazeo

Damian Darragh
Fund Partner, I Squared Capital

Nic DiLoretta
Managing Director, Head of Real Assets, Aksia

Jake Erhard
Partner and Head of ESG, ArcLight Capital Partners

Laurent Fayollas
Deputy Head Global Infrastructure, Ardian

Hans Fredrik Forssman
Senior Investment Manager, Skandia Mutual Life Insurance Co

Gregor Gruber
Board of Management, IKAV

Alexander Hunzinger
Head Credit Investments, SUSI Partners

Laura Huomo
Partner, Head of Energy, Bird & Bird

Willlem Jansonius
Partner and Head of CIF, DIF Capital Partners

Jaroslava Korpanec
Partner and Head of Central and Eastern Europe, Energy Infrastructure, Actis

Terry Lee
Chief Investment Officer, Q Energy

So Yeun Lim
Global Head of Infrastructure Research, Willis Towers Watson

Minesh Mashru
Global head of Infrastructure , Cambridge Associates

Jonathan Maxwell
Founder and Chief Executive Officer, Sustainable Development Capital

Matthew Mendes
Managing Director, Head of Infrastructure, Investment Management Corporation of Ontario (IMCO)

Ruth Mirasol
Austria, Germany and Eastern Europe Commercial Lead, BloombergNEF

Paddy Padmanathan
Co-Founder & Vice Chairman, Zhero

Alessandra Pasini
Co-Founder and President, Zhero

Jon Phillips
Acting CEO, Global Infrastructure Investor Association

Gerard Reid
Co-founder and Partner, Alexa Capital

Massimo Resta
Partner, Zouk Capital

Patricia Rodrigues Jenner
Member of Boards LGAS/AER plc and Investment Committees , GLIL Infrastructure

Jan Rosenow
Director of European Programmes, Regulatory Assistance Project

Matt Saverin
Director, UTIMCO

James Schaefer
Senior Managing Director, Guggenheim Securities

Laurent Segalen
Managing Partner, Megawatt-X

Anne-Louise Stranne Petersen
Senior Reporter, PEI Group

Shane Swords
Managing Director, Head of Investor Relations, NextEnergy Capital

Rui Teixeira
Group CFO, EDP – Energias de Portugal

Clémence Watremez
Financial Associate, Cordiant Capital

Barbara Weber
Founding Partner, B Capital Partners

Huw Williams
Head Investor Relations, BEIS
