19 Feb 2020
Registration & Networking Breakfast
Introduction: The Global Outlook for Renewable Energy Investments
What are the key trends for renewable energy investors over the next 5 years?
Keynote Presentation: Evolution of The Renewable Energy Investor
Investor Outlook for 2019: What are the top issues on the agenda for investors who actively allocate to renewables?
Will you be increasing allocations to renewable energy over the next 3-5 years? Why / why not?
To what extent are LPs divesting from fossil fuels?
Which sectors are on your radar over the next 3-5 years?
What are the most pressing political and regulatory concerns?
How can investors achieve the right balance for their specific requirements between funds, directs and co-investments?
Presentation: What is the outlook for resilience investing?
Where are the key opportunities across the spectrum of renewables?
What is the outlook for long-term PPAs?
What are the most underserved regions?
How do European and North American renewables markets compare?
How are technological innovations shaping offshore wind?
Where are the most appealing opportunities in solar?
To what extent are less traditional sectors revolutionising the energy market?
Assessing the risk / return profile of renewable energy
How recession-proof are renewable energy investments currently?
What is being done to manage long-term merchant risk?
To what extent is merchant risk being overpriced?
Are the costs of future electricity market price being overestimated?
What is the view on technology risk over the next 20-30 years?
Presentation: Exploring recent innovation and growth in offshore wind
What is driving the latest LP strategies?
What are the reasons for an increase in broader mandates rather than specialised renewables and infra funds?
To what extent do ESG factors provide a competitive advantage for GPs?
How realistic are currently projected returns for renewable energy funds?
What are the driving factors behind allocating to a renewables fund vs directly?
Looking ahead – what is the future of renewable energy?
When will electric vehicle charging become a consistent part of an infra portfolio?
To what extent has the efficiency of energy storage increased over the past three years?
What does the combination of a rising population alongside improved efficiency mean for energy demand through 2050?
What are the primary technological drivers behind increased bankability of periphery sectors?
Emerging markets – what is needed for the next stage?
Are emerging political risks in the West turning heads to EM?
Is Asia becoming an overheated renewables market or is there room for more?
Are there enough quality fund products to satisfy demand?
What are the most attractive sectors in Asia vs LatAM vs Africa?
What are the preferred deployment methods and/or partnerships?
How should an LP take their first step into emerging markets?
Networking & Drinks Reception