Gregory Wetstone
President & CEO,
ACORE
DAY 1 - TUESDAY, JUNE 15
10:00 - 10:45 AM
Welcome and State of the Industry
Declan Flanagan
Executive Vice President & CEO
Onshore, Ørsted;
Board Chair, ACORE
10:45 - 11:00 AM
Break
11:00 AM - 12:00 PM
Fireside Chat: The Federal Agenda for Energy and Climate
Policy insiders will review top priorities of Biden’s whole-of-government approach to the climate crisis, legislative expectations for tax credits and other policy support, and the repercussions for sector finance.
Bill Parsons
COO,
ACORE
Moderator
Bobby Andres
Senior Policy Advisor, Majority Staff,
U.S. Senate Finance Committee
Alice Lin
Budget and Tax Policy Advisor,
House Ways and Means Committee
Candace Vahlsing
Associate Director of Climate, Energy, Environment and Science,
U.S. Office of Management and Budget
12:00 - 12:15 PM
Break
12:15 PM - 12:45 PM
Cut to the Chase: Attracting Capital to Clean Energy's Middle Market
DG solar and storage is estimated to be a $45 billion market through 2025. In this session, we’ll discuss the challenges of connecting projects to efficient sources of capital and opportunities on the horizon for investors in this space. This session will have limited capacity and will be closed to press.
Jon Powers
President,
CleanCapital
President,
CleanCapital
Moderator
Thomas Byrne
CEO,
CleanCapital
Scott Kushner
Managing Director of Power & Infrastructure,
John Hancock Financial Services
Christy Martell
Vice President,
Stem Inc.
12:45 - 1:00 PM
Break
1:00 – 1:20 PM
Keynote Remarks
Jigar Shah
Executive Director, Loan Programs Office,
U.S. Department of Energy
1:35 - 1:55 PM
Networking Break Sponsored by EDP Renewables
2:00 - 2:45 PM
Capital Flows and Tax Equity in a Climate-Focused Economy
Leading investors and sponsors will take part in quickfire Q&A on deal flow, tax equity and the cost of capital. Panelists will weigh in on the tax credit extensions’ impacts while assessing sponsor challenges securing tax equity and direct pay options.
Keith Martin
Partner,
Norton Rose Fulbright
Moderator
Anand Dandapani
Executive Director,
J.P. Morgan
Ja Kao
ACORE Board
Gaurav Raniwala
Global Renewable Energy Leader,
GE Energy Financial Services
Himanshu Saxena
Chief Executive Officer,
Starwood Energy
Martin Torres
Managing Director,
Head of Americas for the Renewable Power Group,
BlackRock
2:45 – 3:00 PM
Break
3:00 – 3:45 PM
Case Studies: Deploying Private Capital for the Just Transition
Companies will highlight examples of using private capital to address equity, environmental justice and job creation as we transition to a low-carbon economy.
Suzanne Leta
Head of Policy & Strategy,
SunPower
Moderator
Michael Allison
Senior Managing Director,
Stonepeak Infrastructure Partners
Brett Isaac
Founder and Executive Chairman,
Navajo Power
AJ Patton
Founder & CEO,
548 Capital & 548 Development
Darren Van’t Hof
Managing Director, Environmental and Community Capital,
U.S. Bancorp Community Development Corporation
3:45 - 4:00 PM
Break
4:00 - 5:00 PM
The Repercussions of ESG and the Next Wave of Sustainable Finance
The rapid prioritization of ESG metrics is heightening existing commitments and attracting non-traditional investors to clean energy. This panel will assess how the financial sector, federal regulations and climate risk reduction are driving ESG, as well as the ramifications for sector growth, corporate demand and pricing.
Andy Jack
Partner,
Covington & Burling LLP
Moderator
Marcus Krembs
Head of Sustainability,
USA and Canada,
Enel North America, Inc.
Chad Reed
Vice President of Investor Relations and ESG Strategy,
Hannon Armstrong
George Strobel
Co-Founder and Managing Director of Tax Credit Investments,
Monarch Private Capital
Hope Wilson
Vice President,
BlackRock
DAY 2 - WEDNESDAY, JUNE 16
10:00 – 10:45 AM
Fireside Chat: Priorities for a More Reliable Electric Grid
The power crises seen in Texas, California, SPP and other markets underline the urgency for significant investment in the nation’s power grid. This discussion will lay out priorities for better grid infrastructure, expanded transmission and enhanced grid reliability.
Greg Wetstone
President & CEO,
ACORE
Moderator
Beth Garza
Senior Fellow,
R Street;
Former Director,
ERCOT Market Monitor
Kevin Gresham
SVP, Government Relations and External Affairs,
RWE Renewables
10:45 - 11:00 AM
Break
11:00 AM - 12:00 PM
Risk Management Post-Texas: Investor, Corporate Buyer and Sponsor Perspectives
Panelists will examine opportunities and challenges for project finance with the Texas outage fallout on hedges, proxy revenue swaps, corporate PPAs and other deals. What risks are tax equity providers, lenders, sponsors and buyers willing to accept and how should we move forward?
Christopher Gladbach
Partner,
McDermott Will & Emery
Moderator
Peter Freed
Energy Strategy Manager,
Facebook
Joan Hutchinson
Managing Director,
Offtake Advisory,
Marathon Capital
Jordan Newman
Managing Director,
Wells Fargo
12:00 - 12:15 PM
Break
12:15 - 12:45 PM
Cut to the Chase: Offshore Wind Financing
Join CohnReznick and CohnReznick Capital for a roundtable discussion about what sponsors and investors need to know to finance offshore wind projects, including financing structures, offtake agreements, key project milestones, risk management, and the potential impact of direct pay. This session will have limited capacity and will be closed to press.
Gary Durden
Managing Director,
CohnReznick Capital
Moderator
Joel Cohn
Partner,
CohnReznick
12:45 - 1:00 PM
Break
1:00 - 1:30 PM
Keynote Remarks
1:30 - 2:00 PM
Break
2:00 - 2:45 PM
The View from Lenders
How are lenders approaching renewable and clean assets? Panelists will discuss deal flow and their strategies for merchant power, hydrogen, storage, community solar and other technologies.
Britt Freund
Member and Co-Leader of Renewable Energy Team,
Steptoe & Johnson PLLC
Moderator
Josh Dale
Managing Director,
Rabobank
Marshal Salant
Managing Director, Head of Alternative Energy Finance,
Citi
Beth Waters
Managing Director, Project Finance,
Americas,
MUFG
James Wright
Managing Director, Head of U.S. Project Finance & Infrastructure,
CIBC
2:45 – 3:00 PM
Break
3:00 – 3:30 PM
Keynote Remarks
The Honorable Richard Glick
Chairman,
Federal Energy Regulatory Commission
3:30 - 3:45 PM
Break
3:45 - 4:30 PM
Where VC Meets Capital Markets: The Intersection of Technology, Energy and Finance
How can the catalytic technologies coming into the market – emobility, hydrogen, storage and renewable gas – be effectively financed, and what disruption will they cause? Panelists will discuss the roles of strategic alliances, infrastructure capital, private placements, and special purpose acquisition companies (SPACs) in this space and opportunities for the renewable sector.
Ray Wood
Managing Director, Co-Head Natural Resources,
Bank of America
Managing Director, Co-Head Natural Resources,
Bank of America
Moderator
Mona Dajani
Global Head of Energy and Infrastructure,
Pillsbury Winthrop Shaw Pittman
Anthony Omokha
Principal,
Ares Management
Nick Stork
CEO,
Archaea Energy