03 November 2023

Women's Networking Breakfast & Briefing

Connect and re-energize for day two as our presenters walk through topics of their choosing, followed by open networking discussions over breakfast!

At Proximo, we are acutely aware of the excellent female leaders paving the way in our industry. We have designed this breakfast networking session to allow you to meet your fellow female leaders in advance of the conference, allowing you to forge partnerships and support development. 

Proximo is happy to present this in association with the Houston chapter of Women's Energy Network and Women's Infrastructure Network

RSVP HERE

Emma Konet
CTO and Co-Founder,
Tierra Climate
Kara Pelecky
Senior Vice President, Chief Information Officer,
American Bureau of Shipping

Networking breakfast

Get together and refuel for day two! Join colleagues and new friends from yesterday as we dig into some of our final sessions of the event.

Stairway to greener capital: Accessing Sustainable Dollars

Between the power behind the sustainability-linked, green-linked, and transition bonds in the market there is no lack of available sustainability-tagged funding for power and energy projects in the US. What are the best paths to accessing this capital, and what is the process to get your project to qualify?

  • What do investors need to know to qualify for green, sustainable and transitional funds, and how does it shape the investment thesis?

  • Using sustainability linked debt to reinvest in renewables from legacy assets - where does the roadmap lead? 

  • Best practices in benchmarking and transparency of reporting frameworks

Jorge Camina
Partner,
Denham Capital
Mihir Mehta
SVP of Investments & Project Finance,
Soltage
Luisa Fuentes
Managing Director,
CIBC Capital Markets
Andrew Ehrlickman
Senior Vice President,
Brookfield Asset Managment
Moderator
Michael Whalen
Managing Director,
Berkeley Research Group LLC

Born to Run: EV's role in the electrified future

A pivotal asset class within both electrification and the energy transition, as well as providing a true bridge between core and core+ infrastructure asset classes, EV charging continues to be a market with an exponential growth curve. Independent charging groups, independent and established auto-manufacturers, utilities and state and local governments are all racing to answer the massive demand, as well as truly understand the implications of an electrified transportation economy. 

  • The role of EV in providing grid stability during peak hours; utility role in supporting buildout of EVs

  • What other opportunities are there for both residential and fleet EV infrastructure?

C. Emlen Fischer
Chief Business Officer & Chief Financial Officer,
Factorial Energy
Danita Park
Director, EV and Commercial Development,
NRG Energy
David Rinder
Principal,
Ares Management
Moderator
Tom Nelthorpe
Editor at large,
Proximo

Networking Break

Linkedin Headshot Photobooth! 📷

Need a refresh on your profile? Our photographer will be holding a free headshot session for anyone looking to update their work headshots, and what better time than when you're already prepped for an event! Don't forget to smile! 

Move on Up: Cleantech in the Spotlight

Innovation in power and energy have been the driving factor in changing the face of the power markets globally. What new technologies will drive the next wave of energy infrastructure? How can they be incorporated towards a united cleaner, reliable energy future? 

  • What new technologies on the horizon represent possible disruptions in the market

  • Reaching funding and mitigating risk of projects at different Technology Readiness Levels - what is the right level for you? 

  • CHIPs act and the road ahead

David Livingstone
Managing Director,
Citi
Ben Cook
EVP Energy Projects at Erthos,
ERTHOS
Thiam Giam
Senior Managing Director,
Black & Veatch
Moderator
George Schulz
Managing Director, Program Development,
New Energy Risk

You Make My Dreams Come True: Distributed Generation

When we talk about DG we talk about the lower cost energy, distribution level capacity, operating reserves and grid resilience – not to mention higher integration of renewable energy to the grid. How big is the opportunity to scale up? Our session leaders will discuss:

  • Increased competition - good for consumers, bad for pricing? 

  • What benefits does DG provide in terms of resiliency and solving for intermittency and affordability? How can we capitalize on those provisions? 

  • Integrating Virtual Power Plants - how can they optimize DG assets? For new capacity deployments, is the centralized utility model economically obsolete?

  • What factors help developers identify regions best suited for new buildout?

John Bates
CEO,
Radial Power
Pari Kasotia
Senior Director/Head of State and Federal Policy,
Luminace
Hannah McGovern
Vice President, Structured Finance,
DSD Renewables
Adam Kuehne
Chief Investment Officer,
Summit Ridge Energy
Moderator
Maura Murphy
Head of Production,
Proximo (Exile Group)

Close of Event

Lunch is served

02 November 2023
Power & Renewables

Registration and Networking Breakfast

Check in, grab your name badge and a cup of coffee and say good morning to peers and colleagues alike!

Proximo is hosting our annual stages for change breakfast with our partners at Women's Energy Network's Houston Chapter - it's a wonderful way to start you morning with some focused networking as we launch into the day!

Power & Renewables

Welcome Remarks

Welcome to the Proximo US Power, Renewables, and Energy Transition Finance event! Our host will introduce the team, go over some housekeeping details and open up the event! 

Power & Renewables

We Are Family: Portfolio management of conventional, renewable, and transition assets in the US energy landscape

The current US Power and Energy landscape is incredibly exciting, but has some bumpy spots in the road upcoming; legislative, permitting, interconnection, liquidity, incumbent generators fighting against new challengers to the market share each present their unique challenge to the market.  We’re starting to see the roadmap for future projects and how all assets within power and energy need to work together to deliver power that is affordable, reliable, and clean.

  • How is volatility in the market affecting pricing?
  • What outcomes are we seeing from legislative incentives? The Inflation Reduction Act two years in
  • Looking towards 2024 - what could a change in leadership signal for energy transition and renewables in the states?

Edwina Kelly
Managing Director,
CPP Investments
Andrew ` Redinger`
Segment Head,
KeyBanc Capital Markets
Brian Boland
CFO,
BrightNight Power
Moderator
Maura Murphy
Head of Production,
Proximo (Exile Group)
Power & Renewables

Deal or No Deal Gameshow

Proximo’s famous game show returns to the Austin stage! Three market leaders dissect three completely hypothetical deals in the market fueled by our Proximo Playbook. This session is a great way to hear from top lenders as they discuss major trends affecting structuring and financing for projects. Contestants must explore: 

  • What risks are involved

  • Financial Structuring and appetite

  • And ultimately – Deal or No Deal?

📢 Audience Participation encouraged! 📢

Mariana Primera
Managing Director,
John Hancock / Manulife
Alex Wernberg
Managing Director,
MUFG
Sarosh Nentin
BlackRock Alternatives,
Blackrock - Private Credit
Moderator
Robert Freedman
Partner,
Paul Hastings LLP
Power & Renewables

Networking Break

Take a mini breather and grab a snack before we begin our streamed sessions - following themes of conventional power and renewable energy in one room, and decarbonization and energy transition in the other. Hands-on workshops are being lead throughout the event - don't forget to sign up in advance! 

Power & Renewables

Boogie to the Beat: Conventional Power

Conventional energy has powered progress globally for roughly two centuries. With the entrance of renewable power and transition focused assets, how are these centralized generators/operators answering? 

  • How much longer will conventional power be the main source of energy in the US? 

  • How are utilities responding to increased push from customers to more renewable forms of energy? 

  • Do IPPs have the capacity to help utilities deal with the heavy carbon emissions or will utilities have to tackle them internally?

Ahmed Pasha
Chief Financial Officer, US Utilities and Conventional Generation,
The AES Corporation
Luqman Ali
Associate Director, North American Power & LNG, S&P Global Ratings,
S&P Global Ratings
Ethan Paterno
Partner,
PA Consulting
Moderator
Neil Davids
Managing Director - Energy, Infrastructure & Transition Investment Banking,
CIBC Capital Markets
Decarbonization & Transition

Break it down: Decarbonization and the Path to Net Zero

Decarbonization and net zero goals are now a top priority for developers, corporations, funds, and governments internationally. The path to financial close for projects that qualify as transitional can be less than straightforward, with legislative and pricing volatility in the mix, how resilient is the new energy landscape?

  • What opportunities within the transition landscape are there for operational decarbonization?

  • Are classic project finance structures sufficiently suited to the demands of the energy transition?

  • Working with brownfield assets rather than greenfield - what existing infrastructure can provide for modular upgrades

Gavin Danaher
Partner,
ArcLight Capital Partners LLC
Shalini Ramanathan
Director of Origination,
Quinbrook Infrastructure Partners
Okwudiri Onyedum
Treasurer, Low Carbon Solutions,
ExxonMobil
J.B. Oldenburg
Managing Director,
Quantum Capital Group
Moderator
Maura Murphy
Head of Production,
Proximo (Exile Group)
Workshop Rooms

That's the Way: Tax Equity

Everything you always wanted to know about the post-IRA tax equity market but were afraid to ask. This workshop session will take participants through the nitty gritty on all things Tax Equity– arguably one of the most important aspects of any project's capital stack. But how do new guidelines stack up? 

  • How developers can take advantage of tax credits
  • Who is responsible for recapture risk?  
  • Timelines for submission 

This session requires pre-registration. Please RSVP HERE

If you have any issues, contact maura.murphy@exilegroup.com to attend

Jessie Robbins
Principal - Structured Finance,
generate capital
Matthew Shanahan
Managing Director & Head of Tax Equity,
Marathon Capital
Power & Renewables

Right Down the Line: Transmission across the states

One of the top constraints to new projects in energy and infrastructure across the states is transmission and interconnection. 

  • What pathways are there to improve the backlog of transmission projects?

  • What developers are seeking from regulators for interconnection reform

  • Marrying grid resilience for renewable resources with extreme weather- related resilience

Jennifer Ayers-Brasher
Sr. Director, Transmission and Interconnection,
RWE
Sarah Salati
Chief Commercial Officer, National Grid Ventures,
National Grid
Timothy Frost
Vice President, Electric Transmission,
Con Edison
Wayne Galli
Senior Vice President, Transmission Development,
energyRe
Moderator
Tom Nelthorpe
Editor at large,
Proximo
Decarbonization & Transition

All fun in the Sun: Green Hydrogen

As excitement (and incentives) for hydrogen grow, the industry faces different challenges regarding powering hydrogen plants, effective use of outputs and transportation. U.S. demand for hydrogen is 10 million metric tons annually and is expected to grow as hydrogen represents possibilities for providing reliable power to everyday Americans. This panel considers:

  • What are the realities of proposed timelines for project delivery? 

  • Identifying offtakers: for what applications is there higher demand for hydrogen? 

  • Breakdown of opportunities for hydrogen to complement the existing grid

Nate Collamer
Vice President, Capital Management,
8 Rivers
Erika Taugher
Director Green Fuels Business Development,
Pattern Energy
Saurabh Anand
Managing Director,
Carlyle
JT Blalock
VP Finance and Accounting,
Hy Stor Energy
Moderator
Kyle Hatzes
1st Vice President, Investments,
CIM Group
Workshop Rooms

If I Can't Have You: Credit Insurance idea lab

This hands-on workshop will work through the importance of credit insurance - for both lenders and developers - in delivering both peace of mind and assurance to the project. An incredibly important tool in the project financiers toolkit, especially in times of unease in the market.

  • Matching the requirements of the deal: Identifying tools available to bankers and non bank lenders according to the needs of the project or portfolio
  • Decarbonization credit coverage for transition focused assets - how is the credit market changing?
  • Inspiring confidence and understanding in lender markets

This session requires pre-registration. Please RSVP HERE

If you have any issues, contact maura.murphy@exilegroup.com to attend

Anna Rogers
Broker,
Texel Finance Ltd.
Edward Moeller
Senior Underwriter,
AXA XL
Juan Velandia
Managing Director | Global Markets,
Nomura
Power & Renewables

Lunch Break

Relax and reconnect during a delicious lunch!

Power & Renewables

You Light up My Life: Solar Report

The US installed roughly 14.1 GW of solar in 2022, up 34% from 2021. In 2022, solar assets logged 146B kWh into the total generation mix in the US, representing less than 4% of the total generation of renewables on the grid. What does the future of solar energy look like in the US for the coming years? What is the appetite, and will it continue to grow? 

  • Future of solar - always solar plus moving forward? 

  • Solar + Battery storage - a match made in heaven

  • How can sponsors mitigate cost increases to keep project economics viable for solar projects?

Meghan Comiskey
Senior Vice President,
Pine Gate Renewables
Stephanie Caragher
Partner,
CohnReznick
Andrew Giudici
Global Head of Corporate, Project, and Infrastructure Finance,
KBRA
Daniela Shapiro
Managing Director,
HASI
Chris Calavitta
Vice President, Structured Finance,
Lightsource bp
Moderator
Laura Sheldon
Partner,
Bracewell
Decarbonization & Transition

Hooked on Battery Storage

The energy transition workhorse - battery storage- comes to the stage. With new American-made battery manufacturing taking the spotlight, what does the buildout and trendline of battery infrastructure in the US look like? 

  • Stronger, better, faster, longer – next generation efficiency and duration for battery storage
  • Are the possibilities endless? How and where batteries provide the most bang for your buck 
  • Pricing, longevity and structuring for battery storage vs traditional generation assets

Joseph Santo
Director, Investment,
Arevon Energy
Karl Meeusen
General Manager Market Development, North America,
Wartsila
ian Nieboer
MD,
Enverus
Cliff Smith
Chief Operations Officer,
rPlus Energies
Moderator
Jennifer Wnek
Partner,
Allen & Overy
Power & Renewables

Mr. Blue Sky: Onshore Wind

Wind has the highest generation output by kWh of any renewable asset in the US. Yet these projects still face major hurdles on the road to financial close, and even more on the road to construction and getting online. Session leaders shine light on: 

  • Interconnection, permitting and supply chains - long lines to wait in for new projects & how to handle

  • How can incumbent infrastructure aid new projects? Repowering challenges and opportunities

  • Developing a robust pipeline - what is the likely future build out of onshore assets?

Hunter Armistead
Chief Executive Officer,
Pattern Energy Group LP
Jenn Goodwillie
Head of Development,
Nova Clean Energy
Josh Bellet
Managing Director,
ARES Management LLC
Laura Beane
President, North America,
Vestas
Moderator
Nadav Klugman
Partner,
Mayer Brown
Decarbonization & Transition

How Deep is Your Carbon? Carbon Capture Utilization & Sequestration

Carbon capture and sequestration is essential to lowering existing emissions towards global carbon reduction goals. How does the financing for these projects stack up as non-generation assets? How big is the projected appetite in the US? Globally? 

  • How do you assess project-on-project risk for carbon capture

  • What opportunities for CCUS lie outside of enhanced oil recovery?

  • DAC and retrofitting active industrial, manufacturing and power plants

Bret Logue
Chief Executive Officer,
Elysian
Christian Hammerbeck
Executive Director of Project Finance,
Mizuho
Moderator
Alan Rafte
Partner for Infrastructure,
Bracewell
Power & Renewables

Ballroom Blitz: M&A in the power markets

After a wave of platform buyouts from institutional investors and equity funds, many younger developers are looking towards growth capital and securing their own equity. What will the next crop of developers need, and how is the M&A market responding? 

  • Lay of the land - who is buying and what are you seeking in new acquisitions? 

  • To what extent have debt market conditions influenced the pace of M&A activity?

  • Have valuations for assets changed drastically in the last year? Do you expect to see any large fluctuations by the end of 2023?

Vidyu Kishor
Director, Renewables and Grid Solutions,
Osaka Gas USA
Javier Chavarria
Managing Director, Head of Global M&A,
Northland Power
Ignacio Callejo
U.S. Head of Investments,
Matrix Renewables
Keaton Horner
Director,
Orennia Inc
Moderator
Gregory Berman
Director Investment Banking,
KeyBanc Capital Markets
Decarbonization & Transition

Knock on Wood: Biofuels

RNG and biofuels have become an exciting proposition for developers and lenders – if they can get the pricing right. Biomass represented 1.3% of the total generation mix in the US in 2022; a number set to grow in 2023 with at least five projects either reaching financial close or upsizing their plants in the last year. This panel of sponsors and developers explores: 

  • Cost considerations for developers and offtakers; shaping up against natural gas
  • Pricing and transportation factors for lenders
  • How do you manage feedstock risk considerations?

Alex Nouvakhov
Senior Director,
Fitch Ratings Ltd.
Juan Higuera
Investment Principal,
Climate Investment
Katie McElroy
Managing Director,
Fiera Capital
Moderator
Tom Nelthorpe
Editor at large,
Proximo
Power & Renewables

Networking Break

A quick break to recharge with a snack before we head into our final sessions of the day

Power & Renewables

Funky Feud ✨New Gameshow✨

Family Feud takes to the Proximo stage, providing lively debate on top trends and survey answers in the market! Fueled by Proximo Data, topics will range all over the market, from pricing on specific assets all the way through to big picture questions on the impact of the IRA 5 years out. Get your buzzer ready, and join the fun! 

Sponsored by Wilmington Trust

Jenn Goodwillie
Head of Development,
Nova Clean Energy
Jessie Robbins
Principal - Structured Finance,
generate capital
Jamie Hutson
Chief Investment Officer,
DSD Renewables
Kyle Hatzes
1st Vice President, Investments,
CIM Group
Nicholas Violandi
Director, Power & Infrastructure,
John Hancock / Manulife
Alberto Garcia
Managing Director, Sustainable Infrastructure Credit,
Denham Capital
Meghan Comiskey
Senior Vice President,
Pine Gate Renewables
Liz Spruill
Director, Critical Infrastructure,
Pennybacker Capital
Moderator
Douglas Lavelle
Managing Director,
Wilmington Trust
Power & Renewables

Proximo Deals of the Year Awards Ceremony

Please join us in congratulating our 2022 Deal of the Year winners in Power and Energy, and join us in recognizing our Energy Champion of 2023! 

Power & Renewables
01 November 2023
Stream

(VIRTUAL) SALT of the Earth: State and Local Tax considerations for project developers

Renewable energy projects are becoming increasingly critical in our transition towards a sustainable future. As these projects continue to gain momentum, understanding the complex landscape of state and local tax regulations is paramount for both developers and investors. In this webinar the team at Altus aims to shed light on the various tax considerations that impact renewable energy initiatives and provide actionable insights to navigate this intricate terrain successfully.

WATCH HERE: https://austin2023.exilegroup....

Stream

Pre-event Activities

Join us on the 1st November for our Nature Walking tour! (limited space available)

Start Time: 5pm
Meeting Point: The Hyatt Regency Austin - Lobby
The walking tour will end at the Ice Breaker Drinks at 7pm

RSVP HERE

(if you have issues with the RSVP then please do so via email to zoe.diamond@exilegroup.com)

Stream

Icebreaker Drinks

Join us for a night of great music, dancing and even better networking! Get out your best flares and boogie the night away 

RSVP HERE

(if you have issues with the RSVP then please do so via email to zoe.diamond@exilegroup.com)

Stream

(VIRTUAL) SALT of the Earth: State and Local Tax considerations for project developers

Renewable energy projects are becoming increasingly critical in our transition towards a sustainable future. As these projects continue to gain momentum, understanding the complex landscape of state and local tax regulations is paramount for both developers and investors. In this webinar the team at Altus aims to shed light on the various tax considerations that impact renewable energy initiatives and provide actionable insights to navigate this intricate terrain successfully.

WATCH HERE: https://austin2023.exilegroup....

Stream

Pre-event Activities

Join us on the 1st November for our Nature Walking tour! (limited space available)

Start Time: 5pm
Meeting Point: The Hyatt Regency Austin - Lobby
The walking tour will end at the Ice Breaker Drinks at 7pm

RSVP HERE

(if you have issues with the RSVP then please do so via email to zoe.diamond@exilegroup.com)

Stream

Icebreaker Drinks

Join us for a night of great music, dancing and even better networking! Get out your best flares and boogie the night away 

RSVP HERE

(if you have issues with the RSVP then please do so via email to zoe.diamond@exilegroup.com)

Power & Renewables

Registration and Networking Breakfast

Check in, grab your name badge and a cup of coffee and say good morning to peers and colleagues alike!

Proximo is hosting our annual stages for change breakfast with our partners at Women's Energy Network's Houston Chapter - it's a wonderful way to start you morning with some focused networking as we launch into the day!

Power & Renewables

Welcome Remarks

Welcome to the Proximo US Power, Renewables, and Energy Transition Finance event! Our host will introduce the team, go over some housekeeping details and open up the event! 

Power & Renewables

We Are Family: Portfolio management of conventional, renewable, and transition assets in the US energy landscape

The current US Power and Energy landscape is incredibly exciting, but has some bumpy spots in the road upcoming; legislative, permitting, interconnection, liquidity, incumbent generators fighting against new challengers to the market share each present their unique challenge to the market.  We’re starting to see the roadmap for future projects and how all assets within power and energy need to work together to deliver power that is affordable, reliable, and clean.

  • How is volatility in the market affecting pricing?
  • What outcomes are we seeing from legislative incentives? The Inflation Reduction Act two years in
  • Looking towards 2024 - what could a change in leadership signal for energy transition and renewables in the states?

Edwina Kelly
Managing Director,
CPP Investments
Andrew ` Redinger`
Segment Head,
KeyBanc Capital Markets
Brian Boland
CFO,
BrightNight Power
Moderator
Maura Murphy
Head of Production,
Proximo (Exile Group)
Power & Renewables

Deal or No Deal Gameshow

Proximo’s famous game show returns to the Austin stage! Three market leaders dissect three completely hypothetical deals in the market fueled by our Proximo Playbook. This session is a great way to hear from top lenders as they discuss major trends affecting structuring and financing for projects. Contestants must explore: 

  • What risks are involved

  • Financial Structuring and appetite

  • And ultimately – Deal or No Deal?

📢 Audience Participation encouraged! 📢

Mariana Primera
Managing Director,
John Hancock / Manulife
Alex Wernberg
Managing Director,
MUFG
Sarosh Nentin
BlackRock Alternatives,
Blackrock - Private Credit
Moderator
Robert Freedman
Partner,
Paul Hastings LLP
Power & Renewables

Networking Break

Take a mini breather and grab a snack before we begin our streamed sessions - following themes of conventional power and renewable energy in one room, and decarbonization and energy transition in the other. Hands-on workshops are being lead throughout the event - don't forget to sign up in advance! 

Power & Renewables

Boogie to the Beat: Conventional Power

Conventional energy has powered progress globally for roughly two centuries. With the entrance of renewable power and transition focused assets, how are these centralized generators/operators answering? 

  • How much longer will conventional power be the main source of energy in the US? 

  • How are utilities responding to increased push from customers to more renewable forms of energy? 

  • Do IPPs have the capacity to help utilities deal with the heavy carbon emissions or will utilities have to tackle them internally?

Ahmed Pasha
Chief Financial Officer, US Utilities and Conventional Generation,
The AES Corporation
Luqman Ali
Associate Director, North American Power & LNG, S&P Global Ratings,
S&P Global Ratings
Ethan Paterno
Partner,
PA Consulting
Moderator
Neil Davids
Managing Director - Energy, Infrastructure & Transition Investment Banking,
CIBC Capital Markets
Decarbonization & Transition

Break it down: Decarbonization and the Path to Net Zero

Decarbonization and net zero goals are now a top priority for developers, corporations, funds, and governments internationally. The path to financial close for projects that qualify as transitional can be less than straightforward, with legislative and pricing volatility in the mix, how resilient is the new energy landscape?

  • What opportunities within the transition landscape are there for operational decarbonization?

  • Are classic project finance structures sufficiently suited to the demands of the energy transition?

  • Working with brownfield assets rather than greenfield - what existing infrastructure can provide for modular upgrades

Gavin Danaher
Partner,
ArcLight Capital Partners LLC
Shalini Ramanathan
Director of Origination,
Quinbrook Infrastructure Partners
Okwudiri Onyedum
Treasurer, Low Carbon Solutions,
ExxonMobil
J.B. Oldenburg
Managing Director,
Quantum Capital Group
Moderator
Maura Murphy
Head of Production,
Proximo (Exile Group)
Workshop Rooms

That's the Way: Tax Equity

Everything you always wanted to know about the post-IRA tax equity market but were afraid to ask. This workshop session will take participants through the nitty gritty on all things Tax Equity– arguably one of the most important aspects of any project's capital stack. But how do new guidelines stack up? 

  • How developers can take advantage of tax credits
  • Who is responsible for recapture risk?  
  • Timelines for submission 

This session requires pre-registration. Please RSVP HERE

If you have any issues, contact maura.murphy@exilegroup.com to attend

Jessie Robbins
Principal - Structured Finance,
generate capital
Matthew Shanahan
Managing Director & Head of Tax Equity,
Marathon Capital
Power & Renewables

Right Down the Line: Transmission across the states

One of the top constraints to new projects in energy and infrastructure across the states is transmission and interconnection. 

  • What pathways are there to improve the backlog of transmission projects?

  • What developers are seeking from regulators for interconnection reform

  • Marrying grid resilience for renewable resources with extreme weather- related resilience

Jennifer Ayers-Brasher
Sr. Director, Transmission and Interconnection,
RWE
Sarah Salati
Chief Commercial Officer, National Grid Ventures,
National Grid
Timothy Frost
Vice President, Electric Transmission,
Con Edison
Wayne Galli
Senior Vice President, Transmission Development,
energyRe
Moderator
Tom Nelthorpe
Editor at large,
Proximo
Decarbonization & Transition

All fun in the Sun: Green Hydrogen

As excitement (and incentives) for hydrogen grow, the industry faces different challenges regarding powering hydrogen plants, effective use of outputs and transportation. U.S. demand for hydrogen is 10 million metric tons annually and is expected to grow as hydrogen represents possibilities for providing reliable power to everyday Americans. This panel considers:

  • What are the realities of proposed timelines for project delivery? 

  • Identifying offtakers: for what applications is there higher demand for hydrogen? 

  • Breakdown of opportunities for hydrogen to complement the existing grid

Nate Collamer
Vice President, Capital Management,
8 Rivers
Erika Taugher
Director Green Fuels Business Development,
Pattern Energy
Saurabh Anand
Managing Director,
Carlyle
JT Blalock
VP Finance and Accounting,
Hy Stor Energy
Moderator
Kyle Hatzes
1st Vice President, Investments,
CIM Group
Workshop Rooms

If I Can't Have You: Credit Insurance idea lab

This hands-on workshop will work through the importance of credit insurance - for both lenders and developers - in delivering both peace of mind and assurance to the project. An incredibly important tool in the project financiers toolkit, especially in times of unease in the market.

  • Matching the requirements of the deal: Identifying tools available to bankers and non bank lenders according to the needs of the project or portfolio
  • Decarbonization credit coverage for transition focused assets - how is the credit market changing?
  • Inspiring confidence and understanding in lender markets

This session requires pre-registration. Please RSVP HERE

If you have any issues, contact maura.murphy@exilegroup.com to attend

Anna Rogers
Broker,
Texel Finance Ltd.
Edward Moeller
Senior Underwriter,
AXA XL
Juan Velandia
Managing Director | Global Markets,
Nomura
Power & Renewables

Lunch Break

Relax and reconnect during a delicious lunch!

Power & Renewables

You Light up My Life: Solar Report

The US installed roughly 14.1 GW of solar in 2022, up 34% from 2021. In 2022, solar assets logged 146B kWh into the total generation mix in the US, representing less than 4% of the total generation of renewables on the grid. What does the future of solar energy look like in the US for the coming years? What is the appetite, and will it continue to grow? 

  • Future of solar - always solar plus moving forward? 

  • Solar + Battery storage - a match made in heaven

  • How can sponsors mitigate cost increases to keep project economics viable for solar projects?

Meghan Comiskey
Senior Vice President,
Pine Gate Renewables
Stephanie Caragher
Partner,
CohnReznick
Andrew Giudici
Global Head of Corporate, Project, and Infrastructure Finance,
KBRA
Daniela Shapiro
Managing Director,
HASI
Chris Calavitta
Vice President, Structured Finance,
Lightsource bp
Moderator
Laura Sheldon
Partner,
Bracewell
Decarbonization & Transition

Hooked on Battery Storage

The energy transition workhorse - battery storage- comes to the stage. With new American-made battery manufacturing taking the spotlight, what does the buildout and trendline of battery infrastructure in the US look like? 

  • Stronger, better, faster, longer – next generation efficiency and duration for battery storage
  • Are the possibilities endless? How and where batteries provide the most bang for your buck 
  • Pricing, longevity and structuring for battery storage vs traditional generation assets

Joseph Santo
Director, Investment,
Arevon Energy
Karl Meeusen
General Manager Market Development, North America,
Wartsila
ian Nieboer
MD,
Enverus
Cliff Smith
Chief Operations Officer,
rPlus Energies
Moderator
Jennifer Wnek
Partner,
Allen & Overy
Power & Renewables

Mr. Blue Sky: Onshore Wind

Wind has the highest generation output by kWh of any renewable asset in the US. Yet these projects still face major hurdles on the road to financial close, and even more on the road to construction and getting online. Session leaders shine light on: 

  • Interconnection, permitting and supply chains - long lines to wait in for new projects & how to handle

  • How can incumbent infrastructure aid new projects? Repowering challenges and opportunities

  • Developing a robust pipeline - what is the likely future build out of onshore assets?

Hunter Armistead
Chief Executive Officer,
Pattern Energy Group LP
Jenn Goodwillie
Head of Development,
Nova Clean Energy
Josh Bellet
Managing Director,
ARES Management LLC
Laura Beane
President, North America,
Vestas
Moderator
Nadav Klugman
Partner,
Mayer Brown
Decarbonization & Transition

How Deep is Your Carbon? Carbon Capture Utilization & Sequestration

Carbon capture and sequestration is essential to lowering existing emissions towards global carbon reduction goals. How does the financing for these projects stack up as non-generation assets? How big is the projected appetite in the US? Globally? 

  • How do you assess project-on-project risk for carbon capture

  • What opportunities for CCUS lie outside of enhanced oil recovery?

  • DAC and retrofitting active industrial, manufacturing and power plants

Bret Logue
Chief Executive Officer,
Elysian
Christian Hammerbeck
Executive Director of Project Finance,
Mizuho
Moderator
Alan Rafte
Partner for Infrastructure,
Bracewell
Power & Renewables

Ballroom Blitz: M&A in the power markets

After a wave of platform buyouts from institutional investors and equity funds, many younger developers are looking towards growth capital and securing their own equity. What will the next crop of developers need, and how is the M&A market responding? 

  • Lay of the land - who is buying and what are you seeking in new acquisitions? 

  • To what extent have debt market conditions influenced the pace of M&A activity?

  • Have valuations for assets changed drastically in the last year? Do you expect to see any large fluctuations by the end of 2023?

Vidyu Kishor
Director, Renewables and Grid Solutions,
Osaka Gas USA
Javier Chavarria
Managing Director, Head of Global M&A,
Northland Power
Ignacio Callejo
U.S. Head of Investments,
Matrix Renewables
Keaton Horner
Director,
Orennia Inc
Moderator
Gregory Berman
Director Investment Banking,
KeyBanc Capital Markets
Decarbonization & Transition

Knock on Wood: Biofuels

RNG and biofuels have become an exciting proposition for developers and lenders – if they can get the pricing right. Biomass represented 1.3% of the total generation mix in the US in 2022; a number set to grow in 2023 with at least five projects either reaching financial close or upsizing their plants in the last year. This panel of sponsors and developers explores: 

  • Cost considerations for developers and offtakers; shaping up against natural gas
  • Pricing and transportation factors for lenders
  • How do you manage feedstock risk considerations?

Alex Nouvakhov
Senior Director,
Fitch Ratings Ltd.
Juan Higuera
Investment Principal,
Climate Investment
Katie McElroy
Managing Director,
Fiera Capital
Moderator
Tom Nelthorpe
Editor at large,
Proximo
Power & Renewables

Networking Break

A quick break to recharge with a snack before we head into our final sessions of the day

Power & Renewables

Funky Feud ✨New Gameshow✨

Family Feud takes to the Proximo stage, providing lively debate on top trends and survey answers in the market! Fueled by Proximo Data, topics will range all over the market, from pricing on specific assets all the way through to big picture questions on the impact of the IRA 5 years out. Get your buzzer ready, and join the fun! 

Sponsored by Wilmington Trust

Jenn Goodwillie
Head of Development,
Nova Clean Energy
Jessie Robbins
Principal - Structured Finance,
generate capital
Jamie Hutson
Chief Investment Officer,
DSD Renewables
Kyle Hatzes
1st Vice President, Investments,
CIM Group
Nicholas Violandi
Director, Power & Infrastructure,
John Hancock / Manulife
Alberto Garcia
Managing Director, Sustainable Infrastructure Credit,
Denham Capital
Meghan Comiskey
Senior Vice President,
Pine Gate Renewables
Liz Spruill
Director, Critical Infrastructure,
Pennybacker Capital
Moderator
Douglas Lavelle
Managing Director,
Wilmington Trust
Power & Renewables

Proximo Deals of the Year Awards Ceremony

Please join us in congratulating our 2022 Deal of the Year winners in Power and Energy, and join us in recognizing our Energy Champion of 2023! 

Power & Renewables

Women's Networking Breakfast & Briefing

Connect and re-energize for day two as our presenters walk through topics of their choosing, followed by open networking discussions over breakfast!

At Proximo, we are acutely aware of the excellent female leaders paving the way in our industry. We have designed this breakfast networking session to allow you to meet your fellow female leaders in advance of the conference, allowing you to forge partnerships and support development. 

Proximo is happy to present this in association with the Houston chapter of Women's Energy Network and Women's Infrastructure Network

RSVP HERE

Emma Konet
CTO and Co-Founder,
Tierra Climate
Kara Pelecky
Senior Vice President, Chief Information Officer,
American Bureau of Shipping

Networking breakfast

Get together and refuel for day two! Join colleagues and new friends from yesterday as we dig into some of our final sessions of the event.

Stairway to greener capital: Accessing Sustainable Dollars

Between the power behind the sustainability-linked, green-linked, and transition bonds in the market there is no lack of available sustainability-tagged funding for power and energy projects in the US. What are the best paths to accessing this capital, and what is the process to get your project to qualify?

  • What do investors need to know to qualify for green, sustainable and transitional funds, and how does it shape the investment thesis?

  • Using sustainability linked debt to reinvest in renewables from legacy assets - where does the roadmap lead? 

  • Best practices in benchmarking and transparency of reporting frameworks

Jorge Camina
Partner,
Denham Capital
Mihir Mehta
SVP of Investments & Project Finance,
Soltage
Luisa Fuentes
Managing Director,
CIBC Capital Markets
Andrew Ehrlickman
Senior Vice President,
Brookfield Asset Managment
Moderator
Michael Whalen
Managing Director,
Berkeley Research Group LLC

Born to Run: EV's role in the electrified future

A pivotal asset class within both electrification and the energy transition, as well as providing a true bridge between core and core+ infrastructure asset classes, EV charging continues to be a market with an exponential growth curve. Independent charging groups, independent and established auto-manufacturers, utilities and state and local governments are all racing to answer the massive demand, as well as truly understand the implications of an electrified transportation economy. 

  • The role of EV in providing grid stability during peak hours; utility role in supporting buildout of EVs

  • What other opportunities are there for both residential and fleet EV infrastructure?

C. Emlen Fischer
Chief Business Officer & Chief Financial Officer,
Factorial Energy
Danita Park
Director, EV and Commercial Development,
NRG Energy
David Rinder
Principal,
Ares Management
Moderator
Tom Nelthorpe
Editor at large,
Proximo

Networking Break

Linkedin Headshot Photobooth! 📷

Need a refresh on your profile? Our photographer will be holding a free headshot session for anyone looking to update their work headshots, and what better time than when you're already prepped for an event! Don't forget to smile! 

Move on Up: Cleantech in the Spotlight

Innovation in power and energy have been the driving factor in changing the face of the power markets globally. What new technologies will drive the next wave of energy infrastructure? How can they be incorporated towards a united cleaner, reliable energy future? 

  • What new technologies on the horizon represent possible disruptions in the market

  • Reaching funding and mitigating risk of projects at different Technology Readiness Levels - what is the right level for you? 

  • CHIPs act and the road ahead

David Livingstone
Managing Director,
Citi
Ben Cook
EVP Energy Projects at Erthos,
ERTHOS
Thiam Giam
Senior Managing Director,
Black & Veatch
Moderator
George Schulz
Managing Director, Program Development,
New Energy Risk

You Make My Dreams Come True: Distributed Generation

When we talk about DG we talk about the lower cost energy, distribution level capacity, operating reserves and grid resilience – not to mention higher integration of renewable energy to the grid. How big is the opportunity to scale up? Our session leaders will discuss:

  • Increased competition - good for consumers, bad for pricing? 

  • What benefits does DG provide in terms of resiliency and solving for intermittency and affordability? How can we capitalize on those provisions? 

  • Integrating Virtual Power Plants - how can they optimize DG assets? For new capacity deployments, is the centralized utility model economically obsolete?

  • What factors help developers identify regions best suited for new buildout?

John Bates
CEO,
Radial Power
Pari Kasotia
Senior Director/Head of State and Federal Policy,
Luminace
Hannah McGovern
Vice President, Structured Finance,
DSD Renewables
Adam Kuehne
Chief Investment Officer,
Summit Ridge Energy
Moderator
Maura Murphy
Head of Production,
Proximo (Exile Group)

Close of Event

Lunch is served