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BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
24-25 APRIL 2018 | Houston, Texas, USA
Designed specifically to increase project deployment in the ERCOT market
FOR SPONSORSHIP & EXHIBITION
OPPORTUNITIES CONTACT
Leon Walton,[email protected]
Hear from 50+ speakers...
Paula Gold-WilliamsPresident & CEO
CPS Energy
Marco TerruzzinDirector - Energy Storage
North America E.On
Hadley Peer-MarshallSenior Vice President
Brookfield InfrastructureGroup
Jordan KozarCFO
Sunnova Energy Corporation
...see inside for full list
Stacey HughesCo-Founder
SunLight General Capital
Thomas McAndrewCEO
Enchanted Rock, Ltd.
MEET FIND HEAR NETWORK EXCLUSIVE Major investors ready to work in the ERCOT market
Credible developers with solar & storage projects ready to go
About how utilities in the ERCOT market are working with PV & Storage projects
With VIP attendees at the event where deals are done
Women in renewables networking reception
T H E R M A L E N E R G Y S T O R A G E
Part of the Global Solar Finance & Investment Series with events in London | New York | Houston | Toronto | Singapore | Morocco
SPONSORED BY
SILVER SPONSOR
BRONZE SPONSOR
EXHIBITORS
SUPPORTED BY
BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
Early-confirmed speakers:
Venue
Adam Bernstein, Managing Partner, New Energy Capital
Ali Amrali, Senior Vice President, Starwood Energy Group
Andrew Marino, Co-Head of Carlyle Global Infrastructure Opportunity Fund, Carlyle Group
Bob Goldstein, CEO and Chairman, Unique Surety & Insurance Services
Brewster McCracken, CEO, Pecan Street
Charlene Heydinger, President, Texas PACE Authority
Dana Sands, Partner, Energy Infrastructure Partners
Fred Zelaya, Director, MUFG
Gregory Jenner, Partner, Stoel Rives
Hadley Peer-Marshall, Senior Vice President, Brookfield Infrastructure Group
James Bell, President and Chief Executive Officer, Viking Cold Solutions
Jordon Kozar, CFO, Sunnova Energy Corporation
Marco Terruzzin, Director, Energy Storage, E.On
Matthew Ptak, Director, BlackRock Infrastructure Investment Group
Paula Gold-Williams, President & CEO, CPS Energy
Ren Plastina, Lead Originator, Cleantech, Investec USA
Santosh Raiker, Managing Director - Renewable Energy Investments, State Street
Scott Kessler, Director, LO3 Energy
Raina Hornaday, General Manager, CapRock Renewables
Senior Representative, PSEG Power Ventures
Stacey Hughes, Co-Founder, SunLight General Capita
Svante Kumlin, Chairman, Eco Energy World
Thomas McAndrew, CEO, Enchanted Rock, Ltd.
Titiaan Palazzi, Program Manager, Shine Program, Rocky Mountain Institute
Tom Athan, President, Altus Power America, Inc.
Victoria Dal Santo, Executive Director, Energy Investments, JPM Capital Corporation
Magnolia Hotel - Houston1100 Texas AvenueHouston 77002
Delegates can book at the special rate of $159 per night.
magnoliahotels.com/houston
“The highest concentration of finance partners in solar anywhere. Exceptional investment of time - I expect results with a direct impact on my business.”J.P. RevoluSun (attendee at Solar & Storage Finance USA, October 2017)
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BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
Agenda: Day One 24 April 2018
8:30 REGISTRATION & COFFEE
9:00 THE BIG DEBATE: MACROS AND HEADWINDS
• What are the main USA power market trends you should look at now to prepare for the second half of 2018?
• And beyond?
• What’s going to change your costs and the way you do business?
o Power prices
o Section 201
o Tax
o Technology disruptors
o Availability and pricing of equipment
• What are the risks in the USA power market?
• Retirement of coal and nuclear plants in the USA and the impact on power prices and renewable energy
• Growing energy storage opportunities
• Bigger picture clean tech investments – how are these driving the market for PV and storage?
Dana Sands - Partner - Energy Infrastructure Partners
Paula Gold-Williams - President & CEO - CPS Energy
Hadley Peer-Marshall - Senior Vice President - Brookfield Infrastructure Group
10:00 THE STATE OF PLAY IN THE TEXAN POWER MARKET AND HOW TO WIN BUSINESS IN 2018/9
This session will be an in-depth focus on the investment opportunities in the Texan power market
• The direction of travel for Texas in terms of renewable energy
• Texan cities’ plans for decarbonisation
• Texan cities renewable energy targets
• Energy demand in Texas – which cities have ambitious growth plans for their economies and how to work with local stakeholders?
• Energy demand from Texan businesses – where are key industries set to develop and how will their energy needs change?
• Electrification – how is the trend towards electrification of transport going to affect power demand in Texas?
• Clean Tech Hubs in Texas – what plans are in place to ensure a vibrant and profitable clean tech industry
• Local manufacturing of renewable energy equipment in Texas
Brewster McCracken - CEO - Pecan Street
Raina Hornaday - General Manager - Caprock Renewables
Svante Kumlin - Chairman - Eco Energy World
10:20 BLOCKCHAIN IN THE ENERGY SPACE AND WHAT IT CAN DO FOR TRANSACTIVE ENERGY
• In brief: what’s blockchain, the difference between blockchain and cryptocurrency and how it’s transforming the energy sector now
• Who will benefit from the growth of transactive energy and which parts of the market will be disrupted?
• How are companies like LO3 working with utilities and energy companies?
Scott Kessler - Director - LO3 Energy
10:40 NETWORKING REFRESHMENT BREAK
Keynote Panel Discussion
Keynote Panel
Panel Discussion
MONDAY APRIL 23, 2018 - 19:00 - 20:30PRECONFERENCE NETWORKING EVENT: HOW DO WE ENCOURAGE MORE WOMEN INTO RENEWABLE ENERGY FINANCE?
• Lessons from other energy sectors - what are they doing to reach out to female talent?
• How well is the investment community doing at creating opportunities for female employees?
• What impact does a diversified workforce really have on the bottom line?
• Women make better investment decisions... discuss
BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
11:10 SECONDARY MARKET UPDATES
• How solid are current valuations?
• Where is activity picking up?
• What kind of buyers are we seeing in the market?
• How can a project seller get the best price for a plant?
• Embedding a best-in-class operating plan
• Deal case studies
Ali Amirali - Senior Vice President - Starwood Energy Group
Jerry Polacek - Managing Director and Group Lead - Clean Energy and Infrastructure - Tortoise Capital Advisors
12:00 SECURITIZATION
• 2017/18 deal flow – roundup of key deals in the market
• What assets were being securitized (asset-backed securitizations (ABS) solar loans, leases and power-purchase agreements (PPAs))
• Where will we see deals from for the rest of 2018 and through 2019?
• What level of new issuers might we expect to come to the market?
• What can C&I portfolio owners learn from resi and ground mount deals?
12:30 RISK MITIGATION
• What are the main risks possible in the Texan market?
• Who’s underwriting risk in the ERCOT market?
• What methods are being used to reduce risk and are project partners pricing solar and storage risks differently?
• How can you use surety bonds to protect investors, end users, the utility, and the public tax payer?
Bob Goldstein - Chairman and CEO - Unique Surety and Insurance Services
13:00 NETWORKING LUNCH BREAK
14:00 FUNDS – WHAT NOW FOR CLEAN ENERGY INVESTMENT?
• How does the renewable industry advocate better for renewables - why is the industry missing out on capital?
• Investment preferences - what kind of projects are attractive right now?
• Opening up the investor space: what do institutional investors really want from a deal and how to increase the pool of available capital?
• Institutional investors in conventional versus renewable energy - are mandates changing now?
• Policy and regulation – what’s front of mind for funds?
Adam Bernstein - Managing Partner - New Energy Capital
Jordan Kozar - CFO - Sunnova Energy Corporation
14:30 HOW IS FINANCE INNOVATING?
• How are banks viewing market opportunities in Texas?
• Solar PV
• Storage
• Co-Located Projects
• What impact will policy have on cost of capital – have we reached the bottom, or have we got further to go?
• Financing Structures
• Merchant Storage hedging
• Warehouse facilities
Santosh Raiker - Managing Director - Renewable Energy Investments - State Street
Ren Plastina - Lead Originator, Cleantech - Investec USA
Fred Zelaya - Director - MUFG
Victoria Dal Santo - Executive Director, Energy Investments, JPM Capital Corporation - J.P. Morgan
Prashant Mupparapu - Senior Managing Director, Structured Finance | Head of Commodity Solutions - Macquarie Bank Limited
15:30 NETWORKING REFRESHMENT BREAK
Panel Discussion
Panel Discussion
Panel Discussion
Fireside Chat
Presentation
BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
16:00 DISTRIBUTION-SCALE SOLAR GOES BIG IN TEXAS
This panel will feature several utility executives who have successfully procured distribution-scale solar and/or storage, discussing the following questions:
• How much distribution-scale solar and storage is being deployed in Texas?
• What value steams make distribution-scale solar and storage economically attractive?
• What lessons can be learned from solar and storage group procurements?
• What financing opportunities exist?
Titiaan Palazzi - Program Manager, Shine Program - Rocky Mountain Institute
17:00 INTERACTIVE ROUND TABLE DISCUSSIONS: MEET THE LOCAL MARKET ACTORS
These round tables will look at:
• Overview of the existing projects in the city: completed and pipeline
• Who’s funding pipeline and what challenges might there be?
• Key policy mechanisms and support from local government agencies
• Main industry players and review of commercial and industrial deals
• Houston
• San Antonio
• Dallas
• Austin
• Fort Worth
RESILIENCE BREAKOUT * SEE BELOW FOR MORE INFORMATION
18:00 NETWORKING DRINKS RECEPTION
RESILIENCE BREAKOUT
17:00-18:00
(closed door, Chatham House Rules)
• The financial cost of an increase in natural catastrophes
• Investing into resilient cities and cityscapes and the part which decentralised energy can play
• Rapid deployment of new power generation
• Lessons from recent events in the wider power mix
Stephanie Stuckey - Chief Resilience Officer - The Rockefeller Foundation
Thomas McAndrew - CEO - Enchanted Rock, Ltd. Separately bookable
Draft Agenda: Day Two 25 April 2018
8:30 RE-REGISTRATION AND COFFEE
9:00 IS TAX EQUITY ABOUT TO BE BEAT (BASE EROSION ANTI-ABUSE TAX)?
The implications of Base Erosion Anti-Abuse Tax (BEAT) provisions in the Senate Tax Cuts and Jobs Act on the solar and storage industry in America. Solar Media and PV-Tech will follow developments closely and will work together with panellists to enable a useful and constructive discussion on-site. Example topics for debate (as of 18 December 2017) are as follows:
• What are the implications of the Bill for international investors?
• How would production and investment tax credits be affected?
• Implications for the scale of tax equity investment for new projects?
• The impact on existing investments and the value of current tax equity investments
• Discussion about the impact on tax equity
o How might the yield which tax equity investors require change?
o What can smaller developers do in a more competitive market to attract the attention of investors?
o If corporation tax is slashed from 35% to 21%, what impact do we expect this to have on tax equity appetite?
Todd Foley - Senior Vice President of Policy & Government Affairs - ACORE
Gregory Jenner - Partner - Stoel Rives
Matthew Ptak - Director - BlackRock Infrastructure Investment Group
Panel Discussion
Round Table Discussions
BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
9:45 SECTION 201 UPDATE
The trade case is set to close on the 26th January 2018. Once this has happened, this panel discussion will be developed to address the fallout of the decision. Example topics for debate (as of 18 December 2017) are as follows:
• How are business models going to change to accommodate this?
• What’s the reality of developing a US-based manufacturing industry and supply chain?
• Can state and city leaders ensure PV jobs?
• Predictions have been made of a 50-70% drop in US PV demand if the proposals go through - how accurate are these predictions in reality and what will the impact be to new project development?
• Within the US PV industry, which are the most vulnerable market sectors?
• How would this affect grid parity across the USA?
o A state-by-state comparison
• Module supply and the impact on smaller developers’ ability to source equipment
• How sound are PPAs that were signed before the onset of this case, what’s the real likelihood that they could be re-negotiated?
• How much ground can be made up by reducing BOS cost?
10:10 STORAGE – HOW IS IT BEING ADDED TO UTILITIES’ INTEGRATED RESOURCE PLANS?
• Utility case studies
• Which states have included energy storage as part of their IRPs?
o State-by-state analysis
o Specific targets and deadlines
• Cost of storage compared to other technologies or generation sources
John Bonnin - Vice President of Energy Supply & Market - CPS Energy
10:40 NETWORKING REFRESHMENT BREAK
11:10 PACE FINANCE IN TEXAS
Charlene Heydinger - President - Texas PACE Authority
11:10 BATTERY STORAGE: PROJECT DEPLOYMENT CASE STUDIES
Quick fire presentations will be followed by the opportunity to meet the presenters on a round table of your choice.
• Project case studies
o About the project and technologies used
o Benefits to customers - pricing expectations
• Different usage case studies:
o Capacity market
o Frequency regulation
o Ramping support
o Large scale residential deployment
o Commercial and industrial projects
• As a solar or wind asset owner, is it more financially viable to build your own storage or assume that the market will improve CAPEX and wait?
Marco Terruzzin - Director - Energy Storage North America - E.On
12:30 NETWORKING LUNCH BREAK
FOLLOWED BY 1-2-1 MEETINGS
Panel Discussion
Panel Discussion
Presentation
Presentation
Presentation
“SSFIUSA provided a platform for networking with a broad swath of industry participants.” N.P. Apricity Renewables Inc. (attendee at Solar & Storage Finance USA, October 2017)“
Round Table Discussions
Presentation
BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
14:00 ENERGY STORAGE BEYOND LITHIUM-ION
• Cost comparison across different technologies
o Compressed Air
o Flow Batteries
o Fly Wheels
o Hydrogen
o Lead Acid Batteries
o Lithium Ion Batteries
o Pumped Hydro
o Sodium Batteries
o Thermal Energy Storage Viking Cold Solutions | James Bell, President and Chief Executive Officer
o Zinc Batteries
Capex and bottom line across different applications and project sizes
Costs now, compared to 1-year ago and expected cost curve
Investor appetite
Levelised cost of energy
Expected lifespan and returns
Retirement and recycling
• What methods do you use to compare costs accurately?
• What are the different use-cases of these technologies?
• What additional services can you offer clients with these?
• Which are whetting investor appetite?
15:00 CLOSING KEYNOTE: MERGERS AND ACQUISITIONS
With the oil majors looking at renewables should funds sell up or try to compete? Competitive threat, M&A opportunity or both?
15:30 NETWORKING REFRESHMENT BREAK
16:00 INTERACTIVE ROUND TABLE DISCUSSIONS
Attendees can select two round tables from the topics below. Refreshments will be served throughout.
• What are your greatest frustrations in solar and storage transaction?
• Investors’ wish-list: how are investor mandates changing and what do they need from the market? What macro trends are impacting them and how are they using investments to meet their goals?
• Capital innovation: what kind of new providers are entering the market? How are transactions coming together? Where is capital coming from – geographically and by investor type? What else is on the table?
• Commercial and industrial deals: nailing the pitch and getting a PPA to close
• Global opportunities: where are the next gigawatt markets and how can you play in them?
Refreshments will be served throughout this session
Round Table Discussions
Presentation
“Solar & Storage Finance USA was packed with on point content and provided the close-knit environment to meet the folks I needed to.”E.T. Indie Energy (attendee at Solar & Storage Finance USA, October 2017)“
Sponsored by:
This session is reserved for technology companies. To enquire
about adding your speaker and logo, contact Daniel White on
T H E R M A L E N E R G Y S T O R A G E
BOOK NOW ON: financetexas.solarenergyevents.com A Solar Media Event
financetexas.solarenergyevents.com
24-25 APRIL 2018Houston, Texas, USAMagnolia Hotel, Houston,1100 Texas St, Houston, TX, 77002, USA
Conference Hall
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SPONSORSHIP OPPORTUNITIES:
Daniel White | [email protected] | +44 (0) 20 7871 0106
Leon Walton | [email protected] | +44 (0) 20 7871 0105
Stairwell & lift
Stairwell & lift
Lunch area
Stage
1 2
4
7
35
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89
10
Beverages
Floor plan
