14 Feb 2019
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?
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?
Presentation: How is emerging technology shaping the energy industry?
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?
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?
PRESENTATION: EXPLORING RECENT INNOVATION AND GROWTH IN OFFSHORE WIND
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?
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?
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?
Networking & Drinks Reception