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.

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

Register your interest

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 role of gas in the energy transition, find out what the significant increase in PPA prices mean for investors and so 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.

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

Empowering growth on the frontline of infrastructure’s emerging economies

Best practice in sustainability to improve investment strategy

Driving global connectivity through investing in innovation

The private infrastructure industry’s annual general meeting

Resilience and returns: unlocking infrastructure debt’s potential in a volatile market

Investing in energy: price, security, and the transition to net zero

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.

Explore the Investor Council

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

Day 1
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Agenda

Energy Transition Forum - Thursday 23 March 2023 - Thursday 23rd

Energy Transition Forum 2023
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

Read bio
09:00 - 09:40

Investing in energy: price, security, and the transition to net zero

Patricia Rodrigues, Damian Darragh
  • Can Europe achieve transition to renewables fast enough?
  • Will renewables be sufficient to reduce reliance on Russian gas?
  • Is there enough capital globally to deliver net zero by 2050?
  • How to deal with supply chain issues? Rise of execution risk
A speaker photo for Patricia Rodrigues

Patricia Rodrigues

Member of Investment Committee, GLIL Infrastructure

Read bio
A speaker photo for Damian  Darragh

Damian Darragh

Fund Partner, I Squared Capital

Read bio
09:40 - 10:20

What does the significant increase in power prices imply?

Gerard Reid
  • 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?
A speaker photo for Gerard Reid

Gerard Reid

Co-founder and Partner, Alexa Capital

Read bio
10:20 - 11:00

Battery storage: if not now then when for infrastructure managers

Nic DiLoretta, Laurent Segalen , Marek Wolek
  • 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
A speaker photo for Nic  DiLoretta

Nic DiLoretta

Managing Director, Head of Real Assets, Aksia

Read bio
A speaker photo for Laurent Segalen

Laurent Segalen

Managing Partner, Megawatt-X

Read bio
A speaker photo for Marek Wolek

Marek Wolek

SVP, Strategy and Partnerships, Fluence

Read bio
11:00 - 11:30

Coffee & networking with Infrastructure Debt and Investor Council attendees

Energy Transition Forum 2023
11:30 - 12:10

Investor perspectives: can energy outperform other strategies during inflationary periods?

Simon Hallett
  • How are renewable assets performing currently?
  • How will increasing interest rates impact returns in energy compared to other strategies across private markets?
  • Will valuations of assets take a hit? Have discount rates started to reflect market movement?
  • To what extent have investors views on transition fuels been impacted by the European energy crisis?
A speaker photo for Simon  Hallett

Simon Hallett

Managing Director, Endowment & Foundation Practice, Cambridge Associates

Read bio
12:10 - 12:40

Why investing in energy efficiency is gaining momentum

Jonathan Maxwell, Alexander Hunzinger
  • 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
A speaker photo for Jonathan  Maxwell

Jonathan Maxwell

Founder and Chief Executive Officer, Sustainable Development Capital

Read bio
A speaker photo for Alexander  Hunzinger

Alexander Hunzinger

Head Credit Investments, SUSI Partners

Read bio
12:40 - 13:00

PEI Data Presentation

13:00 - 14:00

Networking lunch with Infrastructure Debt and Investor Council attendees

Energy Transition Forum 2023
14:00 - 14:40

How much of an opportunity is carbon capture or storage for infrastructure investment?

  • To what extent is the Inflation Reduction Act a turning point for carbon capture?
  • Is it just a US play or is it global?
  • What is needed to make carbon capture investable?
  • Learnings from funds/investors already active in this nascent space
14:40 - 15:20

Where are managers/companies seeing opportunities in EV charging?

Laura Huomo, Willlem Jansonius
  • 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
A speaker photo for Laura Huomo

Laura Huomo

Partner, Two Birds

Read bio
A speaker photo for Willlem Jansonius

Willlem Jansonius

Partner – Head of CIF, DIF Capital Partners

Read bio
15:20 - 16:00

The big debate: can hydrogen play a vital role in the energy transition?

Huw Williams

This house believes hydrogen can play a vital role in the energy transition

A speaker photo for Huw Williams

Huw Williams

Head Investor Relations, BEIS

Read bio
16:00 - 16:10

Closing comments from the chair

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

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

Damian Darragh

Fund Partner, I Squared Capital

Damian is a Fund Partner at I Squared Capital, focused on the energy transition sector. Prior to joining I Squared Capital, Damian was the Executive Chairman of Conrad Energy, a Fund I and Fund II portfolio company of I Squared Capital. Conrad Energy… Read full bio

Nic DiLoretta

Managing Director, Head of Real Assets, Aksia

Nic has over 14 years of experience in alternative assets with a focus in real assets investments. He assists in the management of the teams responsible for sourcing, conducting due diligence, and evaluating investments for real assets primaries and… Read full bio

Simon Hallett

Managing Director, Endowment & Foundation Practice, Cambridge Associates

Simon joined Cambridge Associates in 2005 and has more than 30 years investment experience spanning governance and policy setting, asset allocation and manager selection as well as the management of listed equity portfolios. Simon led the firm’s Endo… 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

Alexander Hunzinger

Head Credit Investments, SUSI Partners

Alexander Hunzinger has been leading SUSI’s Credit Investments team since 2015 and has significantly contributed to the development and refinement of the firm’s asset-based credit financing solution tailored to energy efficiency and other energy tran… Read full bio

Laura Huomo

Partner, Two Birds

I am a partner in our Real estate & Infrastructure group in Helsinki, heading our Energy practice. In addition, I work with our Corporate and M&A Group with equity and debt related transactions. I have 20 years of experience working for both… Read full bio

Jonathan Maxwell

Founder and Chief Executive Officer, Sustainable Development Capital

Jonathan has over 20 years’ experience in international finance, infrastructure and private equity and has overall responsibility for the Investment Manager’s investment activities. Jonathan has a 82 strong track record, having worked in infrastructu… Read full bio

Willlem Jansonius

Partner – Head of CIF, DIF Capital Partners

Willem joined DIF in 2016 and is the head of core + and economic infrastructure at DIF. He leads the global origination, investments and management of our DIF CIF funds. Willem has over 20 years of experience in investment banking and private equity… Read full bio

Gerard Reid

Co-founder and Partner, Alexa Capital

Gerard Reid is a Co-founder and Partner at Alexa Capital. He is focused on assisting people and organizations in the energy and mobility areas who are struggling to understand and come to terms with the unpredictable and rapid change going on around… Read full bio

Patricia Rodrigues

Member of Investment Committee, GLIL Infrastructure

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

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 Investors Association (GIIA) in January 2020. GIIA represents investors with over US$1tn AUM. Prior to his role with GIIA Lawrence worked with Energy UK since 2011, becoming t… Read full bio

Huw Williams

Head Investor Relations, BEIS

Huw Williams heads Investor and Financial Stakeholder relations at BEIS (the UK Department for Energy and Business) and has been in the role for four years. His current major focus is on the finance for new nuclear in the UK, but he covers the range… 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