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
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
View agenda page
Agenda
Infrastructure Investor Energy Transition Forum 2023 - Thursday 23rd
Energy Transition Forum 2023
08:00 - 08:45
Investor council breakfast ＆ welcome
08:45 - 08:50
Introduction from Infrastructure Investor
08:50 - 09:00
Welcome from the chair
Jon Phillips
09:00 - 09:40
Investing in energy: price, security, and the transition to net zero
Anne-Louise Stranne Petersen,
Patricia Rodrigues Jenner,
Clémence Watremez,
Michael Bonte-Friedheim,
Terry Lee
- 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
09:40 - 10:20
What does the evolving power price environment mean for investors?
Zak Bentley,
Gerard Reid,
Jaroslava Korpanec,
Andrew Bujtor,
Damian Darragh
- 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
10:20 - 11:00
Battery storage: if not now then when for infrastructure managers
Ruth Mirasol,
Nic DiLoretta,
Laurent Segalen ,
Marek Wolek,
Matthew Mendes,
Jake Erhard
- 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
11:00 - 11:30
Coffee ＆ networking with Infrastructure Debt and Investor Council attendees
Energy Transition Forum 2023
11:30 - 12:15
Investor Perspectives: Can Energy Transition Investing outperform traditional infrastructure or traditional energy?
Gregor Gruber,
So Yeun Lim,
Hans Fredrik Forssman,
John Anderson,
Matt Saverin,
Minesh Mashru
- 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
12:15 - 13:00
Why investing in energy efficiency is gaining momentum
Jane Bowes,
Alexander Hunzinger,
Jonathan Maxwell,
Shane Swords
- 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
13:00 - 14:00
Networking lunch with Infrastructure Debt and Investor Council attendees
Energy Transition Forum 2023
14:00 - 14:40
Investing in energy in North America in the next decade
Gerard Reid,
James Schaefer,
Rui Teixeira,
Alessandra Pasini,
Paddy Padmanathan
- 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
14:40 - 15:20
Where are managers/companies seeing opportunities in EV charging?
Laura Huomo,
Willlem Jansonius,
Massimo Resta,
Laurent Chatelin
- 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
15:20 - 16:00
The big debate: the role of hydrogen In the energy transition
Huw Williams,
Dr. Mathias Bimberg,
Jan Rosenow,
Barbara Weber,
Laurent Fayollas
Moderator: Huw Williams, Head Of Investor Relations at Department for Business, Energy and Industrial Strategy (BEIS)
16:00 - 16:10
Closing comments from the chair
16:10 - 16:10
Close of Energy Transition forum
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
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
Dr. Mathias Bimberg
Managing Director, Head of Infrastructure, Prime Capital AG
Holds a PhD in Corporate Finance (Eberhard-Karls-Universität in Tübingen). Joined Prime Capital in 2015. Prior positions at Ernst&Young WPG, Equita Management and Lincoln International. Responsible for Investment and Portfolio Management for infr… Read full bio
Michael Bonte-Friedheim
Founding Partner and Group CEO, NextEnergy Group
Michael founded NextEnergy Group in 2006. He has over 30 years of experience in the European Power and Energy sector, Banking and Finance industries. NextEnergy is one of the leading specialist international investment and asset managers focused on t… Read full bio
Jane Bowes
Managing Director, Threadmark LLP
Jane Bowes is a member of Threadmark’s European fund distribution team and Chair of the ESG Committee. Jane has almost two decades of capital raising experience and has worked on multiple infrastructure focused fundraises since joining Threadmark in… Read full bio
Andrew Bujtor
Managing Director, Low Carbon
Andrew is a Managing Director of Low Carbon Investment Management and a member of the Low Carbon Renewable Fund (LCRF) Investment Committee. Andrew is responsible for LCRF’s investment origination, M&A, commercialisation and debt financing activi… Read full bio
Laurent Chatelin
Partner – Infrastructure, Eurazeo
Laurent joined Eurazeo as Partner and head of the Infrastructure investment team. Prior to that, Laurent was a Partner of Marguerite, a European infrastructure asset manager with 1.5bn€ AuM which he joined at inception in 2010. During his tenure at M… Read full bio
Damian Darragh
Fund Partner, I Squared Capital
Damian is a Fund Partner at I Squared Capital, leading on Energy Transition investment. Prior to taking up his current fund-side role at I Squared Capital, Damian founded Conrad Energy where he continues as Chairman. Conrad Energy is a portfolio comp… 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
Jake Erhard
Partner and Head of ESG, ArcLight Capital Partners
Mr. Erhard joined ArcLight in 2001 and has two decades of energy finance and private equity experience. Mr. Erhard began his career at Schroders, where he focused on mergers and acquisitions. Mr. Erhard earned a Bachelor of Arts in Economics from Pri… Read full bio
Laurent Fayollas
Deputy Head Global Infrastructure, Ardian
Laurent has over 35 years of experience in the field of infrastructure and has developed an extensive network with major European strategic industrial and financial infrastructure players. Laurent joined ARDIAN in 2005 and co-founded the Infrastructu… Read full bio
Hans Fredrik Forssman
Senior Investment Manager, Skandia Mutual Life Insurance Co
Hans Forssman has spent more than 30 years in the financial industry, within a wide variety of assets and strategies. Before joining the Skandia PEI team (Private Equity & Infrastructure) to head management of the infrastructure portfolio, he was… Read full bio
Gregor Gruber
Board of Management, IKAV
Gregor Gruber is a member of IKAV's investment committee and holds the position of Chairman of the Board IKAV GP. He also leads the firm's center of competence in geothermal energy. His leadership experience encompasses a wide variety of investments,… 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, Head of Energy, Bird & Bird
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
Willlem Jansonius
Partner and 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
Jaroslava Korpanec
Partner and Head of Central and Eastern Europe, Energy Infrastructure, Actis
Jaroslava joined Actis in September 2022 as Partner and Head of Central and Eastern Europe, to lead Actis’ Energy Infrastructure investment activity in the CEE region. Jaroslava brings an extraordinary depth of knowledge of the infrastructure space,… Read full bio
Terry Lee
Chief Investment Officer, Q Energy
Serving as CIO and member of the Management Board at Q ENERGY Solutions SE – a direct affiliate of Hanwha Solutions Corporation – Terry is responsible for all project and corporate M&A transactions. Terry brings in 20 years of experience in globa… Read full bio
So Yeun Lim
Global Head of Infrastructure Research, Willis Towers Watson
So Yeun is a Director at WTW. She joined WTW in 2008 and is based in the firm’s London office. As the Global Head of Infrastructure Research, and as part of the global Real Assets research team, So Yeun is responsible for identifying and investing in… Read full bio
Minesh Mashru
Global head of Infrastructure , Cambridge Associates
Minesh is a Managing Director and head of infrastructure in the Real Assets Investment Group at Cambridge Associates. He is focused on the infrastructure investment activities for the group, in both public and privatemarkets, debt, equity, and across… Read full bio
Jonathan Maxwell
Founder and Chief Executive Officer, Sustainable Development Capital
Jonathan Maxwell is the Founder and CEO of Sustainable Development Capital, LLP (‘SDCL’), an independent investment firm with over US$2 billion of investment capital dedicated to energy efficiency. Jonathan has over 27 years’ experience in business a… Read full bio
Matthew Mendes
Managing Director, Head of Infrastructure, Investment Management Corporation of Ontario (IMCO)
As Managing Director, Head of Infrastructure, Matthew runs the active management of IMCO's infrastructure portfolio, investing in top-tier private assets around the world. He leads a team of investment professionals capable of direct investing, co-in… Read full bio
Ruth Mirasol
Austria, Germany and Eastern Europe Commercial Lead, BloombergNEF
Ruth Mirasol is the BloombergNEF Commercial Lead for Germany, Austria and CEE region based out of Munich, Germany. Prior to moving to Germany, she managed engagements with thought leaders in energy and transport players as well as governments across… Read full bio
Paddy Padmanathan
Co-Founder ＆ Vice Chairman, Zhero
Vice Chairman of Zhero BV, a new company established to develop renewable energy and green hydrogen at scale; and infrastructure and solutions to convey green electrons and molecules from optimum location of production to demand centres. His experien… Read full bio
Alessandra Pasini
Co-Founder and President, Zhero
Co-founder ＆ President of Zhero, a new company that develops renewable energy and green hydrogen at scale, including infrastructure and solutions to convey green electrons / molecules from optimum production location to demand centres, and long durat… Read full bio
Jon Phillips
Acting CEO, Global Infrastructure Investor Association
Jon took on the role of Acting Chief Executive Officer of the Global Infrastructure Investor Association (GIIA) in January 2023, having joined as Corporate Affairs Director in 2016 with a brief to develop and implement its advocacy and engagement pro… 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
Massimo Resta
Partner, Zouk Capital
Massimo is a partner at Zouk Capital, a London-based private equity firm focussing on 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 Boards LGAS/AER plc and Investment Committees , GLIL Infrastructure
Patricia is an experienced Non-Executive Board Director with a breadth of institutional investment experience across infrastructure, private equity and sustainability. Over the past two decades, Patricia has been an investment manager at Macquarie an… Read full bio
Jan Rosenow
Director of European Programmes, Regulatory Assistance Project
Dr Jan Rosenow is a Principal and Director of European Programmes at the Regulatory Assistance Project (RAP), a global team of highly-skilled energy experts advising policy makers across the world on clean energy. Jan has several board appointments i… Read full bio
Matt Saverin
Director, UTIMCO
Matt Saverin serves as Director of Real Return for UTIMCO, where he is responsible for real asset investments across real estate, natural resources, and infrastructure on a global basis. Matt also serves as Head of External Partnerships for UTIMCO Sc… 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
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
Anne-Louise Stranne Petersen
Senior Reporter, PEI Group
Anne-Louise Petersen is senior reporter at Infrastructure Investor, based in London. Anne-Louise joined Infrastructure Investor in 2022 from ICIS where she reported on European energy markets. She now covers private infrastructure investments across… Read full bio
Shane Swords
Managing Director, Head of Investor Relations, NextEnergy Capital
Shane, with over 20 years’ experience, joined NextEnergy Capital in 2019. NextEnergy Capital announced a final close on NextPower III ESG at $896 million, versus a target of $750 million. NextPower UK has so far raised £487 million, and is moving tow… Read full bio
Rui Teixeira
Group CFO, EDP – Energias de Portugal
Position • CFO – EDP Energias de Portugal S.A. • CFO– EDP Renováveis, S.A. Academic Qualifications • Advanced Management Programme – Harvard Business School (2013) • MBA – Nova University, Lisbon (2001) • Naval Architecture and Marine Engineering Gra… Read full bio
Clémence Watremez
Financial Associate, Cordiant Capital
Clémence joined Cordiant Capital in September 2022, as an Associate in the Energy Transition team working on several energy transactions (development platform, renewable projects, storage, energy service providers, new technologies, transport electri… Read full bio
Barbara Weber
Founding Partner, B Capital Partners
Barbara Weber is the Founding Partner of B Capital Partners. Barbara has over 25 years of sustainable infrastructure investment, private equity as well as project finance experience gained at Dresdner Kleinwort Benson, PolyTechnos Venture and, since… 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, Chief Strategy Officer, 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