Agenda

Day 1
14 Feb 2019

Welcome Address

Giles Dearden, Director of Due Diligence, Natural Power

Introduction: The Global Outlook for Renewable Energy Investments

  • What are the key trends for renewable energy investors over the next 5 years?
Giles Dearden, Director of Due Diligence, Natural Power

Keynote Presentation: Evolution of The Renewable Energy Investor

Simon Hayden, European Head of Direct Lending, EIG Global Energy Partners

Investor Outlook for 2019: What are the top issues on the agenda for investors who actively allocate to renewables?

  • What continued to be the key drivers for another fundraising record in 2018?
  • What are the most effective sourcing strategies you have seen in this heated market?
  • What are the most pressing political and regulatory concerns?
  • To what extent are investors concerned about bridging the gap between ESG talk and ESG implementation?
  • How important is it to clearly define the parameters of infrastructure and renewables?
  • Will you be increasing allocations to renewable energy over the next 3-5 years? Why / why not?

Moderator:
Walid Mouawad, Senior Vice President, EIG Global Energy Partners

Panel:
Toby Buscombe, Deputy Chief Investment Officer, BAE Systems Pension Fund
Marieke van Kamp, Head of Private Markets, NN Group
Dawn Turner, CEO, Brunel Pension Partnership
Bruce Hogg, Head of Power and Renewables, CPPIB

Presentation to: Investing in a Changing Energy Landscape

James Brooks, Managing Partner, EverSource Capital

Assessing the spectrum of renewable energy opportunities

  • How is the surge in demand for US renewables impacting the market?
  • What is the outlook for solar vs wind over the next 3-5 years?
  • Where are the most appealing growth geographies for renewables?
  • What opportunities and challenges have arisen from the post-subsidy environment so far?
  • To what extent will the current turmoil within oil markets and price fluctuations on other traditional fuels provide new opportunities?
  • To what extent are emerging technologies revolutionising the energy sector?

Moderator:
Stephan Rupert, Senior Director Infrastructure, PSP Investments

Panel:
Alfredo Fernández, Founding Partner, Everwood Capital
James Brooks, Managing Partner, EverSource Capital
Geeta Sankappanavar, Co-Founder & President, Grafton Asset Management
Amir Sharifi, Managing Director, Ardian

How will the risk profile of renewable energy continue to shift?

  • What is the pricing outlook for renewable energy and how are investors responding?
  • To what extent are emerging political and reputational issues increasing unpredictability?
  • How are managers adapting to losing state support?
  • Has increased competition caused a drift up the risk spectrum? How can LPs ensure discipline?
  • Should certain investors be moving earlier in the development cycle?
  • How should investors determine the appropriate exit options?
Moderator
Adrien Pinsard, Partner, Platina Partners

Panel:
Rosheen McGuckian, CEO, NTR plc
James Armstrong, Managing Partner, Bluefield Partners LLP
Karl Smith, Managing Director, Macquarie Group
Matthew Ridley, Partner, Temporis Capital

How to assess best-in-class managers in a saturated environment

  • What is an LP looking for when allocating to renewable energy?
  • Directs vs funds vs JVs – which factors determine the favoured approach?
  • Are new investment models appealing enough to reduce direct strategies?
  • To what extent do ESG factors provide a competitive advantage for GPs?
  • What are the priorities for first time entrants into renewable energy funds?
  • How should LPs evaluate emerging markets for the first time?

Moderator:
Yusuf Samad, Pension Trustee, Sodexo Pension Fund

Panel:
Skip McMullan, Chair, BAML UK Pension Plan, Deputy Chair, LPFA
Samantha Steele, Head of Private Market Strategies EMEA, Russell Investments
Amarik Ubhi, Global Head of Infrastructure, Mercer

Which sectors are the future of renewable energy?

  • What is needed from a regulatory standpoint to encourage investment into energy storage?
  • To what extent can corporate PPAs play a role in the future of renewables?
  • What are the most promising technologies set to disrupt the renewable energy market?
  • How is battery storage assisting in the transition to cleaner energy?
  • Is current performance in smart grids and energy storage enough to warrant mainstream interest?
  • What does the combination of a rising population alongside improved efficiency mean for energy demand through 2050?
Moderator:
David Beamish, Principal, StepStone Group

Panel:
James Bevan, Chief Investment Officer, CCLA
So Yeun Lim, Global Head of Infrastructure Research, Willis Towers Watson
Marcus Stewart, Head of Energy Insights, National Grid
Dan Wells, Partner, Foresight Group

The outlook for emerging markets

  • How are current political relationships between the East and West impacting EM investment?
  • What are the most attractive sectors aside from solar?
  • How do the developed and developing markets within frontier regions compare?
  • What are the preferred deployment methods and/or partnerships?
  • Which are the most valuable lessons you have learned whilst investing in EM?
Moderator:
Ariane Brunel, Principal Banker, EBRD

Panel:
Gunilla Nilsson, Senior Investment Manager, Swedfund
Natalia Svejgaard, Investment Director, IFU
Diana Wesselius, Manager of Private Equity, Energy Investments, FMO
James Brooks, Managing Partner, EverSource Capital