Investor
Energy Transition Forum Global Summit 2023
23 March 2023,
Hilton, Berlin
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
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
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.
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
Energy Transition Forum - Thursday 23 March 2023 - Thursday 23rd
Introduction from Infrastructure Investor
Welcome from the chair
Investing in energy: price, security, and the transition to net zero
- 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
What does the significant increase in power prices imply?
- 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?
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
Coffee & networking with Infrastructure Debt and Investor Council attendees
Investor perspectives: can energy outperform other strategies during inflationary periods?
- 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?
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
PEI Data Presentation
Networking lunch with Infrastructure Debt and Investor Council attendees
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
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
The big debate: can hydrogen play a vital role in the energy transition?
This house believes hydrogen can play a vital role in the energy transition
Closing comments from the chair
Zak Bentley
Americas Editor, Infrastructure Investor
Maria Carlsson
Partner, Head of Corporate and M&A, Bird & Bird
Nic DiLoretta
Managing Director, Head of Real Assets, Aksia
Simon Hallett
Managing Director, Endowment & Foundation Practice, Cambridge Associates
Kirsty Hamilton
Seconded Advisor - Investment, COP26 Energy Transition team
Jonathan Maxwell
Founder and Chief Executive Officer, Sustainable Development Capital
Willlem Jansonius
Partner – Head of CIF, DIF
Gerard Reid
Co-founder and Partner, Alexa Capital
Patricia Rodrigues
Member of Investment Committee, GLIL Infrastructure
Laurent Segalen
Managing Partner, Megawatt-X
Lawrence Slade
Chief Executive Officer, Global Infrastructure Investor Association
