Infrastructure
Investor
Investor
Energy Transition Forum Global Summit 2021
Marie Lucey
Director, Head of M&A, Ørsted
The future of energy
Join, learn from and network with a global delegation focused on investment opportunities in renewables and the energy transition.
The Forum will bring together more than 400 participants including institutional investors, fund managers, utility firms, project developers, investment banks and many more to discuss the biggest global investment opportunity of the century.
Advance your fundraising
Connect with a global audience of investors with an interest in renewable markets and benefit from focused networking with the right people.
Gain peer-to-peer insights
Explore global perspectives on the energy transition as the world moves to net zero, generating risk-adjusted returns in an ultra-competitive market, EV charging in infrastructure and much more.
Save time building your network
Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.
Speakers include:
One Summit. Seven Forums.
The Infrastructure Investor Energy Transition Forum is part of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure.
Sponsorship opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498
2021 sponsors
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Agenda
Energy Transition Forum - Thursday 21st
Energy Transition Forum
08:45 - 08:50
Introduction from Infrastructure Investor
08:50 - 09:00
Welcome from the chair
Laurent Segalen

09:00 - 09:45
Global perspectives on the energy transition as the world moves to net zero
Kirsty Hamilton,
Michael Bonte-Friedheim,
Anthony Catachanas,
Lluis Noguera
- How far are we from the net zero targets?
- What does the new Biden administration mean for renewables in the US/globally?
- What are the new opportunities from the UK’s “build back better” agenda?
- Maintaining the momentum in Europe’s green advancements
- Investment opportunities in Asia in a frothy market
Moderator: Kirsty Hamilton OBE, Seconded Advisor – Investment, COP26 Energy Transition team
09:45 - 10:30
Generating risk-adjusted returns in an ultra-competitive market
Laurent Segalen ,
Michael Ebner,
Rosheen McGuckian,
Martin Sichelkow,
David Swindin,
Marco van Daele
- What is a ‘fair’ return for renewables and is there further yield compression to go?
- Will capital allocations to renewables and the energy transition continue to increase?
- Are funds getting crowded out of some parts of the market? How to differentiate
- How much development risk are funds/investors taking on projects?
- Hedging strategies: price risks, tech risks, credit risks
- Optimising the Value chain: what to internalise, what to outsource
Moderator: Laurent Segalen, Managing Partner, Megawatt-X






10:30 - 11:00
Offshore wind: is there a danger of an asset bubble as valuations continue to increase?
Ekow Yankah,
Bertrand Gautier,
Marie Lucey,
Karl Smith
- Where are opportunities to invest in offshore wind as large utilities and oil majors move in?
- EU vs USA vs Japan
- How to maximise the opportunities from developers “farming out”
- How joint ventures can give European investors access to other markets
- Taking on development risk in offshore wind
Moderator: Ekow Yankah, Founder , RealPort
11:00 - 11:30
Coffee & networking
Energy Transition Forum
11:30 - 12:10
Why green hydrogen is key to realising ambitious net zero targets
Munir Hassan,
Thomas Engelmann,
Gniewomir Flis,
Pierre-Etienne Franc,
Steen Lønberg Jørgensen,
Dr. Barbara Weber
- Why green hydrogen is attracting more attention from infrastructure investors?
- What is the level of regulatory support for hydrogen?
- How does green hydrogen blend into/modify traditional value chains?
- What are the new business models around green hydrogen?
- Will hydrogen live up to the hype or are there cheaper alternatives?
Moderator: Munir Hassan, Head of Energy & Climate Change Group, CMS






12:15 - 13:00
Why solar remains competitive with other forms of generation
Nicolai Herrmann ,
Carlos Abuin,
Ignacio Asensio,
Seán Maguire,
Benn Mikula,
Shane Swords
- Recent developments in module / technology cost for PV
- Discussing the impact of development risk
- How to deal with merchant risks in power markets?
- What PPA structures are needed?
- What are the main risks for PV investors?
Moderator: Nicolai Herrmann, Renewables and Power Market Expert, Enervis Energy Advisers






13:00 - 14:00
Lunch
Energy Transition Forum
14:00 - 14:40
EV charging infrastructure: is the market ready to deliver the necessary infrastructure?
Dominic Swan,
Filippo Gaddo,
Thomas Hecker,
Knut Hechtfischer,
Chris Pateman-Jones
- What risk are being taken on this infrastructure
- Considering different business models & revenue streams
- What disruption may be impacting EV charging rollouts?
- How long will it take to renew the car park to EV and what is the J-curve looking like for EV infrastructure?
- Dealing with traffic trends and obsolescence risk
Moderated by: Dominic Swan, Interim Head of Private Debt, HSBC Alternatives, HSBC Asset Management
14:40 - 15:20
Investor perspectives on renewables and the energy transition
Lawrence Slade,
Hans Fredrik Forssman,
Dr Harald Haas,
Verena Kempe,
Amarik Ubhi
- What role does the energy transition play in investors’ portfolios?
- To what extent are investors increasingly more attracted to Energy Transition strategies beyond wind and solar?
- How are investors dealing with merchant risk in their portfolios?
- Are investors comfortable with managers’ risk appetite in renewables?
- Views on new technologies and geographies that fund managers’ are moving into
- Do investors expect to increase allocations into renewables and other energy transition assets?
Moderator: Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association





15:20 - 16:00
Development of battery technology and what it means for infrastructure
Lars Kyrberg,
Richard Braakenburg,
Bruce Huber,
Alicja Kowalewska-Montfort
- Outlining the business model for investors
- To what extent are batteries relevant to infrastructure investors today?
- Why are volumes not increasing as quickly as might be expected?
- The future of storage beyond lithium ion
Moderator: Lars Kyrberg, Partner, Bird & Bird
16:00 - 16:00
Close of conference

Marie Lucey
Director, Head of M&A, Ørsted
Marie is a Director and Head of M&A at Ørsted. Marie has been at Ørsted since 2015 primarily focused on the farm down activities within the company, looking to create and execute processes that attract investors to the sector. Amongst other projects, Marie has recently been responsible for the divestment of Greater Changhua 1 and Hornsea 1. Prior to joining Ørsted, Marie worked in the infrastructure teams in Deloitte Ireland and Canada and worked at Copenhagen Infrastructure Partners.
ØRSTED
Ørsted (formerly DONG Energy) is a leading energy company in Northern Europe and proud to be a world leader in offshore wind with 30 years of experience in developing, constructing and operating offshore wind farms. Ørsted has been successful in attracting financial partners to support its ambitious expansion strategy. Equity partners ranging from pension funds to large scale industrial companies outside of the utility sector, have become co-shareholders in Ørsted's offshore wind projects. This has been achieved by offering a unique partnership model to investors allowing for a customized risk / return profile matching the investment strategy of the individual partner.
Our major financial and industrial (non-utility) partners include:
Caisse de dépôt et placement du Québec (CDPQ), Global Infrastructure Partners (GIP), PGGM, PensionDanmark, PFA, PKA, Macquarie, Masdar, Marubeni Corporation, Sumitomo Corporation, the LEGO Group (Kirkbi), Green Investment Group (GIG), William Demant (Oticon), TRIG, Glennmont Partners, Gulf, BAE Pension Systems, USS, Cathay Private Equity and other Danish pension funds and debt investors