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Investing in the Future of Energy

The Energy Transition Forum is the event to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition. The Forum will bring together over 400 participants including institutional investors, fund managers, utility firms, project developers, investment banks and many more to discuss the biggest global investment opportunity of the century.

 

Who attends?

Fund Managers

To network with over 60 investors with an interest in renewable markets and discuss emerging opportunities in areas including energy storage, smart grid and much more.

Investors

To gain the perfect introduction to an increasingly important part of the global infrastructure market and the opportunity to network with other investors as well as the wider industry.

Energy Companies

With renewable energy causing a radical change to power markets across the world, and more disruption on its way. It is important for energy companies across the globe to adapt.

Key themes for 2020

Infrastructure Investor Global Summit 2020

  • Investor viewpoint: manager selection as funds move into increasingly diverse strategies.
  • Why the outlook for solar is brighter than ever.
  • How and when should infrastructure funds invest in EV charging.
  • An assessment of global risk/return profiles: how much risk is too much.
  • How should investors manage long-term merchant risk?
  • The continued rise of corporate PPAs for infrastructure investors.

One Summit: Seven Forums

The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.

Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum.

Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.

The ESG & Sustainability Forum provides a place to showcase best practice and understand what good looks like from a sustainability perspective.

Your chance to hear from investors leading the digital revolution in infrastructure investment and keep up with opportunities in an increasingly important sub-asset class.

Analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.

World-leading infrastructure managers that attended last year include:

Actis
ARDIAN
BlackRock
Carlyle Group
EIG Global Energy Partners
Global Infrastructure Partners
InfraRed Capital Partners
Macquarie Capital (Europe Limited)
Mirova
QIC

Testimonials

Lincoln Webb

Senior Vice President, BCI

If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.

Stephane Wattez-Richard

Executive Director, Conquest AM

The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.

Holger Haaf

Uniper

To meet so many people in such a short time is not possible without the Summit.

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

 

 

 

Jeffrey Altman

Senior Advisor, Finadvice

Ben Backwell

CEO, Global Wind Energy Council

Michael Bonte-Friedheim

Founding Partner & Group CEO, NextEnergy Capital

Harry Boyd-Carpenter

Director - Head of Energy EMEA - Sustainable Infrastructure Group, EBRD

Christine Brockwell

Senior Investment Manager - Energy & Infrastructure EMEA, Aquila Capital

Anish Butani

Director, Private Markets - bfinance

Simon Eaves

Managing Director - Head of Clean Energy Infrastructure - Europe, Capital Dynamics

Michael Ebner

Head of Infrastructure, KGAL

Ryan Fisher

Associate Electric Vehicles, Bloomberg New Energy Finance

Stefano Fissolo

Director – Investment Team, SUSI Partners

Hans Fredrik Forssman

Senior Investment Manager, Skandia Norden

Lucy Heintz

Partner, Actis

Mark Henderson

Chief Investment Officer, Gridserve

Verena Kempe

Co-Head of Private Equity, Feri Trust

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Tobias Kurth

Managing Director, Energy Brainpool

Matej Lednicky

Head of Transaction Management Infrastructure, KGAL

Paul McCartie

Group Chief Investment Officer, Lightsource BP

Patrick Mohr

Senior Investment Manager, Ireland Strategic Investment Fund

Alex O'Cinneide

Chief Executive Officer, Gore Street Capital

Rory O'Connor

Managing Director, BlackRock Renewable Power, Global CIO and Head of Europe, BlackRock

Jonathan Ord

Investment Director, GLIL Infrastructure LLP

Patricia Rodrigues-Jenner

Investor & Advisor in Real Assets, Independent

James Schaefer

Senior Managing Director, Guggenheim Securities

Laurent Segalen

Managing Partner, Megawatt-X

Karl Smith

Managing Director, Macquarie Infrastructure and Real Assets, Green Investment Group

Marco van Daele

Co-CEO and Chief Investment Officer, SUSI Partners

Patrick Verdonck

Managing Partner, Rhynland

Wiebe Wakker

Sustainable Adventurer and Founder, Plug Me In

Day 1
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Agenda

Energy Transition Forum 2020 - Friday 9th

Energy Transition Forum 2020
08:45 - 08:55

Welcome from Infrastructure Investor

08:55 - 09:05

Chair’s introduction

Patricia Rodrigues-Jenner

Patricia Rodrigues-Jenner

Investor & Advisor in Real Assets, Independent

Read bio
09:05 - 10:00

The Maturing of the Energy Transition: Opportunities in a merchant-power world

Michael Bonte-Friedheim, Marco van Daele, Michael Ebner, Lucy Heintz
  • An assessment of global risk/return profiles: How much risk is too much?
  • Are return expectations in recently raised funds realistic?
  • Specialisation into new technologies & geographies
  • Where do investors expect opportunities in the next 5 years?

Michael Bonte-Friedheim

Founding Partner & Group CEO, NextEnergy Capital

Read bio

Marco van Daele

Co-CEO and Chief Investment Officer, SUSI Partners

Read bio

Michael Ebner

Head of Infrastructure, KGAL

Read bio

Lucy Heintz

Partner, Actis

Read bio
10:00 - 10:40

Investor viewpoint: Portfolio allocation and manager selection as funds move into increasingly diverse strategies post-FIT

Anish Butani, Hans Fredrik Forssman, Verena Kempe, Jonathan Ord
  • Where are the investor allocations to renewables coming from?
  • Do investors expect to increase their allocations to renewables?
  • Views on fund managers diversifying into new technologies and geographies
  • To what extent should investors be comfortable with greenfield risk on renewable assets?

Anish Butani

Director, Private Markets - bfinance

Read bio

Hans Fredrik Forssman

Senior Investment Manager, Skandia Norden

Read bio

Verena Kempe

Co-Head of Private Equity, Feri Trust

Read bio

Jonathan Ord

Investment Director, GLIL Infrastructure LLP

Read bio
10:40 - 11:00

Perspectives on the energy transition

James Schaefer
  • Outlining why more institutional capital is flowing into green energy
  • Assessing levels of policy support in the US and Europe
  • Who will shape the future energy landscape? What role will infrastructure funds play?
  • Disruption of business models for utilities, positioning yourself for the new world order

James Schaefer

Senior Managing Director, Guggenheim Securities

Read bio
Test
11:00 - 11:30

Coffee & networking

Energy Transition Forum 2020
11:30 - 11:50

How can investors manage long-term merchant risk?

  • What risks are being assumed when you put in record low bids, and are they ‘infrastructure’ risks?
  • What are the likely scenarios of future merchant risk-exposure development?
  • Are there strategic alternatives to avoiding risk? Are their ways to off-load long-term risk?
11:50 - 12:30

The continued evolution of the PPA market in a post-subsidy world

Rory O'Connor
  • Are long-term PPA’s outdated for the current environment? What are the reasons for more short term PPA’s being seen?
  • What are the specific risks involved? What would a significant drop-in energy prices mean for investors?
  • Predictions for future growth of the PPA market

Rory O'Connor

Managing Director, BlackRock Renewable Power, Global CIO and Head of Europe, BlackRock

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12:30 - 13:00

Keynote Presentation – Smart Cities

Ayesha Khanna

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Read bio
Stream B: New Technologies
14:00 - 15:00

How and when should infrastructure funds invest in EV charging

Ryan Fisher, Stefano Fissolo, Mark Henderson
  • When will it be a viable investment for infrastructure investors?
  • Making money from electric forecasts: What are the different revenue streams?
  • Getting institutional investors comfortable with EV charging, is this an infrastructure play?
  • Predictions for the role of infrastructure investors in EV charging in 2030

Ryan Fisher

Associate Electric Vehicles, Bloomberg New Energy Finance

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Stefano Fissolo

Director – Investment Team, SUSI Partners

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Mark Henderson

Chief Investment Officer, Gridserve

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15:00 - 15:45

Understanding how investors can make money from energy storage

Patrick Mohr, Alex O'Cinneide, Patrick Verdonck
  • Lessons learned to date from fund managers
  • Specific risks associated with storage: How to make it bankable
  • Increasing the efficiency of storage whilst scaling technology & reducing costs
  • Which model is more attractive? Pure storage or storage? Utility-Scale-Micro Projects

Patrick Mohr

Senior Investment Manager, Ireland Strategic Investment Fund

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Alex O'Cinneide

Chief Executive Officer, Gore Street Capital

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Patrick Verdonck

Managing Partner, Rhynland

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