Financing a Sustainable Future
Day 1 Agenda – Tuesday, October 25, 2022
- 7:30 am Conference Registration and Networking Breakfast
- 8:25 am Chair's Welcome and Opening Remarks
John Dingle, Partner, Thorndike Landing
- 8:30 am FIRESIDE KEYNOTE
Moderator: Xizhou Zhou, Vice President and Managing Director, Global Power and Renewables, S&P Global Commodity Insights
David Crane, Director, Office of Clean Energy Demonstrations, US Department of Energy
- 9:00 am PANEL DISCUSSION A Broad View of US Markets
— What is the impact of extreme global commodity volatility and the energy crisis in Europe?
— How is inflation impacting the market?
— The Energy Transition evolution—Short- and long-term impacts
— ESG – how is it advancing the push for renewables?
— Inflation Reduction Act – its potential impact on power markets and renewables in particular
— Where does gas fit in the energy transition?
— Grid Investment – how do we maintain grid reliability while upgrading existing infrastructure and keeping rates affordable?
— How can the power market achieve zero emissions, and what trends are spurring the market forward? What is natural gas’ role in a zero-emissions future?
Moderator: Eli Katz, Partner, Latham & Watkins
William Bond, Head of North American Infrastructure and Power, Rothesay Asset Management
Darren Olagues, CFO, GenOn Energy
Jeanne-Mey Sun, Vice President, Sustainability, NRG Energy Inc.
Himanshu Saxena, CEO, Starwood Energy
Patrick Leahy, Global Power Leader, GE Energy Financial Services
- 10:00 am Networking Break
- 10:45 am North American Power Industry Outlook
— The shift in Federal climate policy: how will it change the outlook?
— Varying incentives for competing technologies
— Will resource adequacy keep pace with rapid renewables growth?
— Can carbon capture save coal generation?
Morris Greenberg, Senior Manager, North American Power Analytics, S&P Global Commodity Insights
- 11:15 am Real-World Implications of Power Financing
— What are the physical system implications of power financing?
Richard Tabors, President, Tabors Caramanis Rudkevich
- 11:45 am KEYNOTE
Hannah Badrei, Vice President, Energy Supply Advisory, Edison Energy
- 12:15 pm Networking Lunch
- 1:45 pm Financing Energy Storage Solutions
— New technologies
— Assessing and managing risk
— Equity vs debt financing models
Moderator: Chris Wright, Executive Director, Energy Storage Practice, E3 Consulting
Alex Hernandez, General Counsel, Malta Inc.
Jesse Grossman, CEO and Co-Founder, Soltage
Carolyn Arida, Managing Director and Head of Utilities, Harrison Street
- 2:30 pm CASE STUDY Battery Storage
— Key findings across storage solutions
Ingolf Dorn, Principal Consultant, AFRY
- 3:00 pm EVs, Charging Station Networks and Microgrids
— New opportunities in a changing ecosystem
— Electrification solutions to meet demand
— Making grids smarter
— The future of transportation
Crystal Stiles, Executive Director, Development, Distributed Technologies and Mobility, Florida Power and Light Company
- 3:30 pm Networking Break
- 4:00 pm Power and Policy: Energy Policy and its Impact on Power Markets
— Role industry plays in advancing policy
— How federal, state, and local policies impact project development
— Impact of Inflation Reduction Act and the reorientation of supply chains
— Ensuring an equitable transition
Moderator: Nicholas Gladd, Partner, Pierce Atwood LLP
William Walsh, VP, Energy Procurement and Management, Southern California Edison
Melissa Seymour, Vice President, External Affairs Central Region and Government Affairs, MISO
- 4:45 pm PANEL DISCUSSION Financing CCS Projects in an Evolving Regulatory and Commercial Landscape
— CCS as a key element of a project
— Retrofitting projects (reducing existing emissions)
— Forming partnerships for project success
— The importance of networks and hubs, and how do we create them
— Government support: making or breaking a project
Moderator: Sam Kamyans, Partner, Allen & Overy
Matt Kittell, Senior Investment Officer, U.S. Department of Energy
Bret Logue, CEO, Elysian
- 5:30 pm Networking Reception
- 6:30 pm Close of Day One
Day 2 Agenda – Wednesday, October 26, 2022
- 8:00 am Networking Breakfast
- 8:50 am Chair's Review of Day One
John Dingle, Partner, Thorndike Landing
- 9:00 am Power Market M&A Trends: An Investment Banking Perspective
— Impact of asset diversification on earnings and dividends
— Environmental considerations and their impact on M&A
— Effect of the pandemic and geopolitical conflict on power markets
— How is M&A helping the transition to low carbon energy
— Forecast for future growth
— Market valuations
Moderator: Brandon Dalling, Partner, Corporate Finance and Investments, King & Spalding
George Bilicic, Vice Chairman, Global Head, Power, Energy & Infrastructure, Lazard
Todd Giardinelli, Managing Director and Global Co-Head, Power and Utility Group, Morgan Stanley
Joseph Sauvage, Vice Chairman, Head of Global Power, Citi
Ray Wood, Managing Director, Head of Global Natural Resources & Energy Transition, Bank of America
- 10:00 am Debt Markets, Tax Equity and Alternative Financing in Power Markets
— Prevalence of private credit and other alternative debt sources across energy and infrastructure
— How is the competitive financing market driving innovative financing structures?
— How are supply chain delays influencing access to capital, and how does it affect project viability?
— Different solar tax equity structures and their benefits: partnership flips, inverted leases, and sale-leasebacks
Moderator: Ike Emehelu, Partner, Akin Gump
Mark Rutledge, Managing Director - Credit, Blackstone
Brad Fierstein, Partner, Infrastructure Group, Apollo Global Management
Lacie Clark, CEO, Alchemy Renewable Energy
Stuart Murray, Managing Director, Blackrock
- 10:45 am Networking Break
- 11:15 am Grid Stability: Financing a More Reliable Future
— Pricing volatility
— Financing options
— Renewable supply impacts due to transmission challenges
— Challenges facing operational flexibility for intermittent supplies
— Transmission grid expansion
↳ Solving for governance silos – Market reform, policy
↳ DOE’s Building a Better Grid Initiative for financing new and upgraded transmission and connecting micro-grids
Moderator: Dena Wiggins, President and CEO, Natural Gas Supply Association
Amy Gasca, Managing Editor, Global Power, S&P Global Commodity Insights
Krista Tanner, SVP and Chief Business Officer, ITC Holdings
Doug Akerson, Executive Vice President, Head of Corporate Engineering & Energy North America, Munich Reinsurance America, Inc.
- 12:00 pm Managing Risk
Chad Singleton, Director - Gas, Power, & Renewables, S&P Global Commodity Insights
- 12:30 pm Networking Lunch
- 1:30 pm DISCUSSION Financing US Nuclear Power
— Nuclear power’s role in the energy transition
— Public vs. private financing
— Managing the financial risk of nuclear projects
— Importance of competitive financing
— Funding mix for established utilities and advanced reactors
Jeff Olson, VP of Business Development and Finance, Kairos Power
Nicole Holmes, Chief Commercial Officer, GE Hitachi
Adam Stein, Director, Nuclear Energy Innovation,
- 2:15 pm FIRESIDE CHAT Solar Financing Trends
— Policy impacts: tariffs lifted, defense production act
— Expansion of community solar projects to new markets
— FSPV projects – hybrids with hydro?
— Supply chain pressures
— Residential vs. commercial vs utility-scale projects: growth opportunities or slowdowns?
Moderator: James Bowen, CEO & Co-Founder,
Samuel Graham, Principal, Greenbelt Capital Partners
Patrick Langan, Senior Investment Leader, Private Infrastructure, Partners Group
Jeffrey Meigel, Chief Investment Officer, Cypress Creek Renewables
- 3:00 pm ESG Alternatives
— Portfolio construction: how alternatives fit into a broader investment porfolio
— Market reactions to acquistion targets
— Role of different revenue constructs
Moderator: Matt Eastwick, Managing Director,
Peter Anderson, Senior Vice President, LS Power
Aaron Ratner, Managing Partner, Carbon Foundry
Nicholaus Rohleder, Co-Founder, Climate Commodities
- 3:30 pm Close of Conference
Times are US Eastern (EDT / GMT-05). Agenda subject to change.
Energy Briefing at the Financing US Power Conference: New Momentum Towards a Net-Zero Future
Usually available to S&P Global Commodity Insights subscribers only, we’re opening up our Energy Briefing to Financing US Power registrants. The Energy Briefing provides exclusive analytic content from S&P Global experts and thought leaders. Seating is limited, so register today.
- The New Gas Dynamics
- Will the Inflation Reduction Act spark a new era for clean energy in the US?
- Heating electrification: Will US markets shift toward winter peaking systems?
- Outlook for the cost of low-carbon hydrogen production in the United States
Date & Time: October 24, 2022 1:00 PM - 5:00 PM
Venue: New York Hilton Midtown (1335 Avenue of Americas New York, NY 10019)
Registration Information: Choose the Add-On option when completing your Financing US Power registration.