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.
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
Agenda
Infrastructure Investor Energy Transition Forum 2024 - Thursday 21st
Registration opens
Investor council breakfast & welcome
Introduction from Infrastructure Investor
Welcome from the chair
Olivia Eijking, Director/Founder, Kreen Limited
Panel: Investing in energy: opportunities in infrastructure created by the transition
- 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
Panel: Exploring the bankability of battery storage
- 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
Panel: A transitional game-changer? Will green hydrogen live up to the hype?
- 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
Coffee & networking with Infrastructure Debt forum attendees
Panel: Discussing evolving business models for investing in EV Charging
- 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
Investment case study: Achieving alpha in renewable energy - what investors need to know about post-subsidy renewable energy
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.
Fireside Chat: Clean, secure and flexible energy: how we get there, quicker
- 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
Networking lunch with Infrastructure Debt forum attendees
Panel: Value creation opportunities from improving assets' energy consumption
- 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
Patricia Rodrigues Jenner
Member of Infrastructure Investment Committees, UK GLIL & Africa’s AIIM
Read bioPanel: Integrating renewables into a balanced grid
- 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
Panel: How to achieve Green Baseload - Alternatives and Economics
- 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
Back-to-back LP case studies: How institutional and private investors are driving the transition across the globe
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
Closing comments from the chair
Olivia Eijking, Director/Founder, Kreen Limited