Agenda

US POWER & RENEWABLES

Join the Proximo Team on a scenic 5k along the Colorado River! We will meet in the lobby of the Fairmount at 7:20 - Please RSVP

US POWER & RENEWABLES

US POWER & RENEWABLES

  • Realistic timeline to delivery of outlined decarbonization goals
  • Cost of capital and pricing for power assets
  • Expectations for the US power mix in the next 5, 10, and 20 years
  • Main obstacles in energy transition: funding, returns, technology, and regulation
David Rinder
Principal, Ares Management
Axel Thiemann
Chief Executive Officer, Sonnedix
Mihir Mehta
Senior Vice President, Soltage
Moderator
Jennifer Wnek
Partner, Allen & Overy

US POWER & RENEWABLES

Volumes for the green and sustainability linked bond and loan markets have exploded in the past years, and with the addition of transition bonds in the market there is no lack of available funding for power and energy projects in the US. How do you pick the right product for your project? What trends and pitfalls do you need to be aware of when discussing your options? 

  • Typically, the US has followed trends in Europe in terms of defining sustainability for financial products. How can we look to European trends for predictions of how "Green" projects will be classified going forward in the US? 
  • Identifying key issuers and their goals in the market, whether it be green, sustainability linked, or transition focused
  • Challenges with successfully issuing  sustainability linked or transition linked bonds: outlining accredited Sustainability Performance Targets
  • What types of flexibility can we offer in terms of definition, while also providing structure for sustainability focused lenders? How important are these tools in delivering a greener power generation mix?

Alberto Garcia
MD - Sustainable Infrastructure Credit, Denham Capital
Lindsay Scully
Principal, QIC
Paul David
Head of Americas, Infrastructure Debt, Allianz Global Investors
Moderator
Thomas Hopkins
Deputy Editor, TXF

US POWER & RENEWABLES

Offering stability for both connected and microgrids, standalone and solar+, storage technology continues to improve and become a core factor in the energy transition.

  • The race to 24/7 energy through battery storage: who is leading the pack? what challenges are we still facing in getting these assets online?
  • Implications for retiring assets
  • Mineral scarcity & expected supply chain constraints on new buildout
  • Long duration storage

Daniel Crotzer
CEO, Fractal EMS Inc
Alexander Nickolatos
Chief Financial Officer, KORE Power
Carol Couch
SVP and Chief Supply Chain & Manufacturing Officer,, Fluence
Michael Henson
Vice President, Finance, M&A, Broad Reach Power
Moderator
Sara Kane
Executive Vice President, Power & Renewables Co-Leader, CAC Specialty

US POWER & RENEWABLES

Please join us for lunch before you head out - whether to enjoy beautiful Austin or on your safe travels home!

US POWER & RENEWABLES

PROXIMO ZERO

Join this breakfast networking session for leading women in the project finance and energy space before the event

US POWER & RENEWABLES

Maura Murphy
Head of Production, Proximo

US POWER & RENEWABLES

A multi billion dollar industry, the US power markets continue to grow, new assets come online everyday, and new targets for power production and green energy are increasingly announced by banks and corporates alike. But what is the real state of the US market? Will it continue to grow? What obstacles stand in the way of power production?

  • Cost of capital’s effect on power pricing, labor, and project delivery
  • Impact of tariffs on delivery of materials
  • Volatility in power pricing
  • Identifying sources of capital; outlining market competition

Susan Nickey
Executive Vice President and Chief Client Officer, Hannon Armstrong
Natalie Jackson
SVP, Head of Capital Markets, Clearway Energy
Richard Dovere
Chief Investment Officer, EDPR NA Distributed Generation
Andrew ` Redinger`
Segment Head, Key Corp
Alain Halimi
Managing Director, Nomura
Moderator
Frank Palladino
Managing Director, CIBC Capital Markets

US POWER & RENEWABLES

Calling all Dealmakers! Deal or No Deal is back – top lenders are tasked with dissecting 3 hypothetical deals in the market, navigating through pricing structures, risk offtakes for new tech, and managing through the competitive US Power market all to see what can make it to market, and what is No Deal!

Alex Wernberg
Managing Director, MUFG
Lisa Ryder
Senior Vice President, KeyBanc Capital Markets
Moderator
Robert Freedman
Partner, Paul Hastings LLP

US POWER & RENEWABLES

US POWER & RENEWABLES

The hottest sector in US renewable energy– estimated north of 25 billion– the offshore wind market in the US seems to have just scraped the surface for potential projects. This session will explore:

  • New state led coalitions aiming to increase opportunities for offshore wind development and smooth out the permitting process for new builds
  • Global supply chain issues affecting delivery expectations for materials
  • Interconnection and pricing obstacles

Terry Pratt
Director, Fitch Ratings Ltd.
Frank Sherman
Senior Director, M&A, JERA Renewables
Moderator
Paul J. Astolfi
Co-Head , Global Projects and Infrastructure Group, Mayer Brown

PROXIMO ZERO

Billions of metric tons of CO2 emitted per year by the generation of power and energy in the US. How do we approach decarbonizing a market that we rely so heavily on for daily use?  This panel takes stock of the current hurdles we face in reaching cleaner generation opportunities and best strategies in financing them

  • Where do conventional and renewable power assets sit in the US power mix?
  • Global political disruption and its effect on power pricing
  • Have we reached the tipping point for decarbonization? Using a multi-faceted attack plan to decarbonize
Mark Voccola
Senior Managing Director and Co-Head of US Infrastructure, Ardian, Ardian
Gavin Danaher
Partner, ArcLight Capital Partners LLC
Brian Goldstein
Managing Investment Officer, Loan Programs Office, United States Department of Energy
Edwina Kelly
Managing Director, CPP Investment Board
Moderator
Luisa Fuentes
Managing Director - Head of Energy Transition And Sustainable Finance, CIBC Capital Markets

US POWER & RENEWABLES

Solar continues to be the fastest growing electricity asset in the world, with over 1000 GW of capacity globally. With such a large asset class, there are many aspects to consider including:

  • Trends in C&I solar
  • Solar + Storage; implications for grid stability
  • Corporate PPAs
  • Reconciliation and ITCs

Andrew Giudici
Global Head of Corporate, Project, and Infrastructure Finance, KBRA
Erick Araujo
Head of Algo Power Trading, Engie
Genevieve Giamarino
Director, Clean Energy Infrastructure Investments, Arevon Energy
Moderator
Danielle Garbien
Partner, Bracewell

PROXIMO ZERO

Potentially one of the most exciting technologies in the path to net zero emissions is carbon sequestration. The opportunity to limit the amount of carbon emitted into the atmosphere would provide some limited immediate relief to the decarbonization worries. But with few CCS project yet on line and even fewer specifically for the power sector, we need to map largest pressure points. We’ll explore:

  • Direct Air Capture
  • Retrofitting existing assets for currently active generation assets vs greenfield projects for CCUS
  • Opportunities for midstream players to apply technical knowledge, from mapping of satisfactory sequestration sites to transportation
  • Realistic timelines for CCUS at scale and montetization
Bret Logue
Chief Executive Officer, Elysian
Aaron Hood
EVP & CFO, Summit Carbon Solutions
Juan Higuera
Investment Principal, OGCI Climate Investments
Shariff d'Souza
Managing Director - Specialty Carbon & Battery Materials, Phillips 66
Moderator
Paul Jun
Managing Director, New Energies & Natural Resources, SMBC

US POWER & RENEWABLES

US POWER & RENEWABLES

- What states / regions are most ripe for DERs

- Outlining biggest hurdles to distributed asset buildout - transmission congestion, intermittency, financing, etc. 

- Breakdown of financial opportunities made available to DERs based projects

- Equitable access to clean energy: outlining strategies for communities reliant on carbon dense energies

Cela Sinay
Chief Executive Officer, Citrine Power LLC
Christopher Smith
Partner & CFO , SER Capital
Imran Noorani
Chief Strategy Officer, Peak Power Inc.
Chioma Enechukwu
Director - Asset Management, Madison Energy Investments
Moderator
Maura Murphy
Head of Production, Proximo

PROXIMO ZERO

Oil and Natural Gas assets account for over half of the power mix in the US. Hear from gas giants as they explore power pricing, pressures from investors, and dissect what the next five years of energy production could look like.

  • Midstream project pipelines; new projects, new assets, new streams of revenue
  • Capital allocation to sustainability; net zero oil, pivoting to hydrogen and decarbonising operations
  • Considering Scope 3 emissions, how far into your supply chain do you look when reporting GHG emissions?
Jesse Krynak
Managing Director, I Squared Capital
Denise Tait
Co-President, Infrastructure Finance, Starwood Property Trust
Zachary Kayem
Managing Director, EnCap Flatrock Midstream
Moderator
Tom Nelthorpe
Editor, TXF

US POWER & RENEWABLES

  • What types of renewables and power assets are covered by non payment insurance?
  • Is there room for decarbonization focused assets to gain coverage? What needs to change for this to happen?
  • What tools available to bankers and non bank lenders can inspire confidence in the market?
Jeff Abramson
Head of Special Risks, Political Risk, Credit & Bond, AXA XL
Jamie Brache
VP & Senior Underwriter, Vantage Risk
James Bowen
CEO, Energetic Insurance
Eric Popien
Senior Vice President, Atlantic Global Risk LLC
Martin Bernstein
Director, LBBW
Moderator
Donnie DiCarlo
Executive Vice President, BPL Global

PROXIMO ZERO

Interest for the RNG space has quickly risen in the renewable energy space for its pipeline quality and compatibility with natural gas infrastructure, and projects seem to be getting over the line much faster than any other renewable gas source. Our panel explores:

  • Project cost considerations for offtakers
  • Interconnection and pipeline extension
  • Opportunities for transportation fuel in the form of compressed natural gas (CNG) or liquefied natural gas (LNG)
Gary Greenblatt
Senior Managing Director, Marathon Capital
Adam Tsung
Manager, Operations & Risk, Trillium Energy
Thomas Healy
Founder & CEO, Hyliion
Moderator
Tom Nelthorpe
Editor, TXF

US POWER & RENEWABLES

US POWER & RENEWABLES

Outdated and lack of fully interconnected transmission continues to be a leading barrier to getting new projects online and having access to reliable power. With climate related disasters wreaking havoc on a 60+ year old system, transmission and grid stability has been and will be a core focus in the market

  • Optimized deployment of DERs
  • Connection to the grid - greenfield assets lining up to be brought online

Tyler Norris
VP, Development, Cypress Creek Renewables
Kevin Hanson
Principal Analyst, Strategy Development, National Grid
Deborah Sterzing
CFO, Wind Energy Transmission Texas (WETT)
Moderator
Ethan Schultz
Partner, Latham & Watkins

PROXIMO ZERO

Through the many colors of hydrogen, our panel of experts explores: 

  • What benefits do utilities and oil companies bring to hydrogen development?
  • Opportunities for grid resiliency and reliability
  • What other associated and auxiliary industries can be taken into account by expanded hydrogen production?
  • Future industries
Nick Baker
Vice President, Corporate Development, Buckeye Partners
Scott Shields
Partner, New Energy Development Company LLC
Anthony McMaken
Finance, HIF Global
Moderator
Justin Stolte
Partner, Latham & Watkins

US POWER & RENEWABLES

With climate change and decarbonization at the forefront of the green power revolution, we explore the convergence of policy, finance, and ESG goals leading the charge in clean energy

  • Breakdown of the IRA - what opportunities, and what obstacles to full utilization of opportunities
  • The ever- shrinking nature of the IIJA, exploring opportunities for combining IIJA benefits with IRA
  • Opportunities for decarbonization through asset buyout and offsetting 
  • Resiliency and reliability in electrification and power infrastructure

Caitlin Smith
Senior Director, Regulatory, External Affairs & ESG, Jupiter Power
Jorge Camina
Partner And Head of Sustainable Infrastructure Credit, Denham Capital
OLIVER T KERR
Head of North America, Aurora Energy Research
Moderator
William Bond
Head of Infrastructure and Power, Rothesay Asset Management

PROXIMO ZERO

Appetite for electric vehicles has grown exponentially, and with it the demand for more accessible and affordable charging stations. How are developers and sponsors responding? What financial frameworks can we look to in helping realize an electrified transportation future? 

  • Breaking down Inflation Reduction Act and federal incentives for charging stations 
  • What is the utility view and role in expanding charging infrastructure? Can the current grid accommodate the amount of new infrastructure buildout?  
  • How can we build smarter charging? What needs to change, and how can we create more ubiquitous charging to prepare for the demand? 
  • The road to V2G  and V2X

Michael Lumbley
Co-Founder and VP of Corporate Development, Rove Charging
Dave Tuttle
Research Associate & Lecturer, University of Texas
Sunil Kurien
Executive Vice President Strategy, Roundtrip EV Solutions Inc.
Moderator
Thomas Hopkins
Deputy Editor, TXF

Search results

US POWER & RENEWABLES

Offering stability for both connected and microgrids, standalone and solar+, storage technology continues to improve and become a core factor in the energy transition.

  • The race to 24/7 energy through battery storage: who is leading the pack? what challenges are we still facing in getting these assets online?
  • Implications for retiring assets
  • Mineral scarcity & expected supply chain constraints on new buildout
  • Long duration storage

Daniel Crotzer
CEO, Fractal EMS Inc
Alexander Nickolatos
Chief Financial Officer, KORE Power
Carol Couch
SVP and Chief Supply Chain & Manufacturing Officer,, Fluence
Michael Henson
Vice President, Finance, M&A, Broad Reach Power
Moderator
Sara Kane
Executive Vice President, Power & Renewables Co-Leader, CAC Specialty