Accelerating the global transition to net-zero

The Energy Transition Forum, part of the Infrastructure Investor Global Summit, explored one of the biggest investment opportunities of the century.

Attendees met with institutional investors, fund managers, utility firms, project developers, investment banks and more and discovered the latest investment opportunities in renewables and the transition.

Key themes included:

  • Investing in energy: opportunities in infrastructure created by the transition
  • Integrating renewables into a balanced grid
  • Can green hydrogen live up to the hype?
  • Exploring the bankability of long-duration storage

Six specialist forums. One Global Summit.

The Energy Transition Forum is part of the industry’s leading event, the Infrastructure Investor Global Summit, taking place across four days in Berlin. From Infrastructure Debt to ESG & Sustainability, the Summit delves deep into each of the sub-asset classes to provide actionable insights to individuals with varying areas of interest.

Are you a private or institutional investor?

Then you may be eligible for a complimentary pass. A limited number of passes are available for eligible allocators and institutional and private investors to join the event. To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.

Apply for a pass and a member of our team will be in touch to confirm your eligibility.

Apply for your investor pass

Position your brand at the centre of the infrastructure community

Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more …

For more information on available sponsorship opportunities, please contact Alexander Jakes at alexander.j@pei.group or call +44(0)20 3862 7498

For more information or if you are interested in speaking at the Energy Transition Forum, please contact James Hatwell.

james.hatwell@pei.group

Day 1
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Agenda

Infrastructure Investor Energy Transition Forum 2024 - Thursday 21st

07:30 - 09:00

Registration opens

Energy Transition Forum 2024
08:00 - 08:45

Investor council breakfast & welcome

08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Olivia Eijking

Olivia Eijking, Director/Founder, Kreen Limited

A speaker photo for Olivia Eijking

Olivia Eijking

Director/Founder, Kreen Limited

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09:00 - 09:40

Panel: Investing in energy: opportunities in infrastructure created by the transition

Ionna Trofimova Elliot, Raphael Lance, Henrik Lundin, Albena Vassileva, Arash Shojaie, Michael Bonte-Friedheim
  • How is the macro environment impacting the energy transition agenda?
  • Decarbonising the economy beyond just renewables
  • The impact of deglobalisation on transition efforts across the world

Moderator: Ionna Trofimova Elliot, Director, Borderless Renewables

A speaker photo for Ionna Trofimova Elliot

Ionna Trofimova Elliot

Director, Borderless Renewables

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A speaker photo for Raphael Lance

Raphael Lance

Managing Director and Head of Energy Transition Infrastructure Funds, Mirova

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A speaker photo for Henrik Lundin

Henrik Lundin

CEO of IMAS Foundation and Chief Investment Officer, IMAS Foundation

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A speaker photo for Albena Vassileva

Albena Vassileva

Executive Director

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A speaker photo for Arash Shojaie

Arash Shojaie

Principal, Infrastructure, QIC

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A speaker photo for Michael Bonte-Friedheim

Michael Bonte-Friedheim

Founding Partner & Group Chief Executive Officer, NextEnergy Group

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09:40 - 10:20

Panel: Exploring the bankability of battery storage

Anne-Louise Stranne Petersen, Alena Antonava, Dr. Nicolai Herrmann, Jan-Phillip Kock, Irina Torelli, Chris Shears
  • Capitalising on market forces to make the most of battery energy storage system investment opportunities
  • Accessing the various revenue opportunities associated with battery storage whilst mitigating risk
  • The viability of long-term battery storage investment

Moderator: Anne-Louise Stranne Petersen, Senior Reporter, Infrastructure Investor

A speaker photo for Anne-Louise Stranne Petersen

Anne-Louise Stranne Petersen

Senior Reporter, PEI Group

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A speaker photo for Alena Antonava

Alena Antonava

Investment Manager, Railpen

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A speaker photo for Dr. Nicolai Herrmann

Dr. Nicolai Herrmann

Partner, enervis energy advisory GmbH

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A speaker photo for Jan-Phillip Kock

Jan-Phillip Kock

Investment Strategy Manager, Encavis AG

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A speaker photo for Irina Torelli

Irina Torelli

VP, B Capital partners

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A speaker photo for Chris Shears

Chris Shears

Operating Director, I Squared Capital

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10:20 - 11:00

Panel: A transitional game-changer? Will green hydrogen live up to the hype?

Louisa Yeoman, Hans Fredrik Forssman, Salvatore Santoro, Henrik Tordrup
  • How can green hydrogen genuinely bridge the gap between the renewable and industrial worlds?
  • What are different jurisdictions doing to incentivize investment? What else is required for green hydrogen to truly take off and reach it’s potential?
  • Reality checks – addressing the practical challenges around green hydrogen replacing gas or blue/grey hydrogen

Moderator: Louisa Yeoman, Founding Partner, Astrid Advisors

A speaker photo for Louisa Yeoman

Louisa Yeoman

Founding Partner, Astrid Advisors

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A speaker photo for Hans Fredrik  Forssman

Hans Fredrik Forssman

Senior Investment Manager, Skandia Mutual Life Insurance Co

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A speaker photo for Salvatore Santoro

Salvatore Santoro

Global Head of Renewables & Infrastructure, DNB

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A speaker photo for  Henrik Tordrup

Henrik Tordrup

Managing Partner and Co-Founder, Glentra Capital

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11:00 - 11:30

Coffee & networking with Infrastructure Debt forum attendees

Energy Transition Forum 2024
11:30 - 12:10

Panel: Discussing evolving business models for investing in EV Charging

Reza Shaybani, Aditi Bhattacharya, Charlie Jardine, Carlo Maddalena, Massimo Resta
  • Electrifying the transport sector – how can investors ensure infrastructure isn’t left behind?
  • How are investment considerations and business models evolving?
  • Working with grid operators in various jurisdictions to cover all bases in the evolution of electric vehicles

Moderator: Reza Shaybani, Co-Founder & CEO, The Electric Vehicle Network

A speaker photo for Reza Shaybani

Reza Shaybani

Co-Founder & CEO, The EV Network

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A speaker photo for Aditi  Bhattacharya

Aditi Bhattacharya

Unit Head, Private Sector and Climate Finance, Asian Development Bank

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A speaker photo for  Charlie Jardine

Charlie Jardine

CEO, EO Charging

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A speaker photo for Carlo Maddalena

Carlo Maddalena

Senior Portfolio Manager, APG Asset Management

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A speaker photo for Massimo Resta

Massimo Resta

Partner

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12:10 - 12:40

Investment case study: Achieving alpha in renewable energy - what investors need to know about post-subsidy renewable energy

Itamar Orlandi, Michael Waldner

Michael Waldner, CEO and Co-Founder of Pexapark and Itamar Orlandi, Senior Advisory Manager outline how wind and solar asset owners can unlock value in the energy markets. Drawing on case studies from Pexapark’s clients, they discuss how leading fund managers optimise risk-adjusted returns with digital tools and real-time valuation data.

A speaker photo for  Itamar Orlandi

Itamar Orlandi

Senior Advisory Manager, Pexapark AG

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A speaker photo for Michael Waldner

Michael Waldner

CEO, Co-Founder, Pexapark AG

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12:40 - 13:00

Fireside Chat: Clean, secure and flexible energy: how we get there, quicker

Jennifer McGregor, James Heath
  • Delivering a highly renewables-based generation system with flexibility
  • Transforming the electricity grid
  • Delivering new hydrogen and CCS infrastructure to decarbonise industry
  • Accelerating the electrification of home heating
  • Funding the transition and removing the barriers to faster roll-out of energy infrastructure

Moderator: Jennifer McGregor, Senior Stakeholder Manager, Ofgem

A speaker photo for Jennifer McGregor

Jennifer McGregor

Senior Stakeholder Manager, Ofgem

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A speaker photo for James  Heath

James Heath

Chief Executive, National Infrastructure Commission

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13:00 - 14:00

Networking lunch with Infrastructure Debt forum attendees

Energy Transition Forum 2023
14:00 - 14:40

Panel: Value creation opportunities from improving assets' energy consumption

Jemima Atkins, Anne Foster, Patricia Rodrigues Jenner, Shane Swords
  • Opportunities in decarbonising data centres and other infrastructure assets
  • How an active governance strategy can play an integral role in energy-related value creation
  • Resource, expertise and other elements required to succeed

Moderator: Jemima Atkins, Investment Professional, Pioneer Point Partners

A speaker photo for Jemima Atkins

Jemima Atkins

Investment Professional, Pioneer Point Partners

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A speaker photo for  Anne Foster

Anne Foster

Global Head of Sustainable and Impact Investment, Quinbrook

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A speaker photo for Patricia Rodrigues Jenner

Patricia Rodrigues Jenner

Member of Infrastructure Investment Committees, UK GLIL & Africa’s AIIM

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A speaker photo for Shane Swords

Shane Swords

Managing Director, NextEnergy Group

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14:30 - 15:10

Panel: Integrating renewables into a balanced grid

Olivia Eijking, Ivor Frischknecht, Terry Lee, Maria Rapin, Luba Kotzeva
  • How are investors stabilising and balancing the grid through increasing capacities for renewables?
  • Assessing how this challenge is playing out across the globe and in different regions
  • The continued role of gas and other fossil fuels in a realistic re-balancing

Moderator: Olivia Eijking, Director/Founder, Kreen Limited

A speaker photo for Olivia Eijking

Olivia Eijking

Director/Founder, Kreen Limited

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A speaker photo for Ivor Frischknecht

Ivor Frischknecht

Managing Partner / CIO, Asia Pacific, Sosteneo Infrastructure Partners

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A speaker photo for Terry Lee

Terry Lee

Chief Investment Officer (CIO)

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A speaker photo for Maria Rapin

Maria Rapin

CEO, Nephila Climate, Nephila Capital

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A speaker photo for Luba Kotzeva

Luba Kotzeva

Managing Director, Lazard

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15:10 - 15:40

Panel: How to achieve Green Baseload - Alternatives and Economics

Isabel O'Brien, Aurelio Gutiérrez Pérez, Gerardo Montells, Carlos Calderon, José Luis Castro
  • Which technology could arrive at Green Baseload easier, quicker and more efficiently
  • What would be the role of Gas looking forward, specially on the transition towards green baseload
  • What would en the role of BioGas and Bio/Ecofuels in the future of Energy and how the economics would work?
  • What would be the role of batteries and Renewables looking forward?
  • What would be the role of SMRs?

Moderator: Isabel O’Brien, Reporter, Americas, Infrastructure Investor

A speaker photo for Isabel O'Brien

Isabel O'Brien

Reporter, Americas, Infrastructure Investor

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A speaker photo for Aurelio Gutiérrez Pérez

Aurelio Gutiérrez Pérez

Global Head of Business Development

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A speaker photo for Gerardo Montells

Gerardo Montells

Head of M&A

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A speaker photo for Carlos Calderon

Carlos Calderon

Senior Advisor, Guggenheim Securities

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A speaker photo for José Luis Castro

José Luis Castro

SVP M&A, CEPSA

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15:40 - 16:20

Back-to-back LP case studies: How institutional and private investors are driving the transition across the globe

Isabel O'Brien, Matt Saverin, Daniel Kemp, Katya Romashkan

Case Study 1: UTIMCO’s three “pillars” to Energy Transition infrastructure investing:

  • UTIMCO’s Matt Saverin (Director, Real Assets) will discuss the implications and macro considerations with respect to decarbonization
  • What are UTIMCO’s key pillars to Energy Transition infrastructure investing?
  • What are the benefits to having flexibility in approach when assessing decarbonization more broadly?

Moderator: Isabel O’Brien, Reporter, Americas, Infrastructure Investor

Matt Saverin, Director, UTIMCO

 Case Study 2:

Moderator: Daniel Kemp, APAC Editor, Infrastructure Investor

Katya Romashkan, Aware Super Portfolio Manager – Infrastructure, Aware Super

A speaker photo for Isabel O'Brien

Isabel O'Brien

Reporter, Americas, Infrastructure Investor

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A speaker photo for Matt Saverin

Matt Saverin

Director, UTIMCO

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A speaker photo for Daniel Kemp

Daniel Kemp

APAC Editor, Infrastructure Investor

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A speaker photo for Katya Romashkan

Katya Romashkan

Portfolio Manager – Infrastructure, Aware Super

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16:20 - 16:20

Closing comments from the chair

Olivia Eijking

Olivia Eijking, Director/Founder, Kreen Limited

A speaker photo for Olivia Eijking

Olivia Eijking

Director/Founder, Kreen Limited

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16:20 - 16:20

Close of Energy Transition forum

Alena Antonava

Investment Manager, Railpen

Jemima Atkins

Investment Professional, Pioneer Point Partners

Aditi Bhattacharya

Investment Specialist, Asian Development Bank

Michael Bonte-Friedheim

Founding Partner & Group Chief Executive Officer, NextEnergy Group

Carlos Calderon

Senior Advisor, Guggenheim Securities

José Luis Castro

SVP M&A, CEPSA

Olivia Eijking

Director/Founder, Kreen Limited

Ionna Trofimova Elliot

Director, Borderless Renewables

Hans Fredrik Forssman

Senior Investment Manager, Skandia Mutual Life Insurance Co

Anne Foster

Global Head of Sustainable and Impact Investment, Quinbrook

Ivor Frischknecht

Managing Partner / CIO, Asia Pacific, Sosteneo Infrastructure Partners

Aurelio Gutiérrez Pérez

Global Head of Business Development, Repsol Renovables

James Heath

Chief Executive, National Infrastructure Commission

Dr. Nicolai Herrmann

Partner, enervis energy advisory GmbH

Charlie Jardine

CEO, EO Charging

Patricia Rodrigues Jenner

Member of Infrastructure Investment Committees, UK GLIL & Africa’s AIIM

Daniel Kemp

APAC Editor, Infrastructure Investor

Jan-Phillip Kock

Investment Strategy Manager, Encavis AG

Luba Kotzeva

Managing Director, Lazard

Raphael Lance

Managing Director and Head of Energy Transition Infrastructure Funds, Mirova

Terry Lee

Chief Investment Officer (CIO), Q ENERGY

Henrik Lundin

CEO of IMAS Foundation and Chief Investment Officer, IMAS Foundation

Carlo Maddalena

Senior Portfolio Manager, APG Asset Management

Jennifer McGregor

Senior Stakeholder Manager, Ofgem

Gerardo Montells

Head of M&A, Naturgy Energy Group, S&A

Isabel O'Brien

Reporter, Americas, Infrastructure Investor

Itamar Orlandi

Senior Advisory Manager, Pexapark AG

Anne-Louise Stranne Petersen

Senior Reporter, PEI Group

Maria Rapin

CEO, Nephila Climate, Nephila Capital

Gerard Reid

Co-founder and Partner, Alexa Capital

Massimo Resta

Partner, Zouk Capital LLP

Katya Romashkan

Portfolio Manager – Infrastructure, Aware Super

Salvatore Santoro

Global Head of Renewables & Infrastructure, DNB

Matt Saverin

Director, UTIMCO

Reza Shaybani

Co-Founder & CEO, The EV Network

Chris Shears

Operating Director, I Squared Capital

Arash Shojaie

Principal, Infrastructure, QIC

Shane Swords

Managing Director, NextEnergy Group

Henrik Tordrup

Managing Partner and Co-Founder, Glentra Capital

Irina Torelli

VP, B Capital partners

Albena Vassileva

Executive Director, IFM Investors

Louisa Yeoman

Founding Partner, Astrid Advisors

Michael Waldner

CEO, Co-Founder, Pexapark AG

Albena Vassileva

Executive Director, IFM Investors

Pre-Event Resources