Summit Day - BST (British Summer Time, GMT+1)
Summit Day - BST (British Summer Time, GMT+1)
How are market players overcoming supply chain issues and challenges associated with increased interest rates and inflation? Will decrease of rates change that? Is the rise in cost temporary and how does it affect the competitiveness of renewables? Exploring regulatory boosts, brakes and their impact. IRA in the spotlight.
- Izzet Bensusan - Managing Partner and Founder, Captona
Understanding and navigating the megatrends will be essential for investors seeking to capitalize on the immense opportunities presented by the renewable energy sector in the coming decade. Explore investment strategies, Technological Advancements, EU Climate regulations, Decarbonization Imperative, Energy Storage Revolution, Global Energy Transition key drivers that evolve the renewable energy investment landscape.
- Henrik von Scheel - Industry 4.0 Originator, Strategist, Futurist; Professor, Arthur Lok Jack Global School of Business
- Panos Ninios - Managing Partner, Co-founder & Chairman of the Investment Committee, True Green Capital Management LLC
Examining the investment criteria and financing options for energy transition. The roles of RePower EU Green Deal and IRA in the USA. Sharing examples of successful strategies and new disruptive business models to ensure high returns. What are the key opportunities and risks investors and developers need to consider? What emerging technologies are set to transform renewable capabilities, synergies, and deployment potential?
- Daphne Lebas - Investor, Generate Capital
- Recep Kendircioglu - Global Head of Infrastructure Equity, Manulife
How is the synergy between ESG and renewable energy driving a paradigm shift in the investment landscape? Practical examples of integrating ESG principles into renewable energy projects. How realistic is it that we can move to net-zero by the established deadline? Exploring the key challenges of adopting ESG principles in practice. What solutions can private equity provide?
- Gabriele Todesca - Head of Division, Mandate Management – Equity, European Investment Fund (EIF)
Top LP considerations when deciding to allocate capital to renewable energy funds. What is the LPs’ primary guiding investment strategy and fiduciary financial view? What is considered to be a more forward-thinking investment approach amongst GPs to accelerate global decarbonisation at a sufficient pace? GPs on dealing with an increased competition from new market entrants and consolidation. Showcasing the most effective ways for fund managers to approach potential investors to raise capital. How are GPs innovating their strategies to appeal to investors?
- Scott Mackin - Managing Partner, Denham Capital
- Uwe Fleischhauer - Founding Partner and Member of the Executive Board, YIELCO Investments
An overview of market trends, most notable deals and hottest sectors.
Addressing geopolitical risks, exploring recent and future developments and their effects on the market. How have the prolonged Russia/Ukraine conflict and the new war in Gaza affected the supply and demand balance? How can China and US tension potentially affect the supply chain? How can renewable energy redefine geopolitical risks?
What are the key considerations for a long-term investment strategy in natural gas? Exploring the investment boom in renewable natural gas. Does RNG fit into a cleaner future? LNG vs CNG vs RNG: know the differences. Exploring investment opportunities and the future outlook.
- Jennifer Pomerantz - Chairperson, Ellipsis Holdings
What are hydrogen's investment potential, key advantages, and risks compared to other energy sources? Exploring hydrogen's marketability and its demand and price outlook. Debate: blue vs. green vs grey, blue and pink Hydrogen; which will offer a better risk-adjusted return?
- Igor Lukin - Managing Partner, Allianz Capital Partners
An overview of the demand profile for power distribution and transmission projects, including establishing new facilities and refurbishing existing ones. How does energy transition impact the demand profile? Exploring risk and return of the investment in these projects.
- Marek Wolek - SVP, Chief Strategy and Commercial Officer, Fluence
- Suhrid Mantravadi - Partner, Grey Rock Investment Partners
An overview of grid stability and reliability, emerging long-duration energy storage technologies to support the widescale deployment of renewable energy sources. When is it Long-duration storage “going to happen” and what does the government need to do to make it happen? Battery storage in the spotlight: production, supply chain and a future investment trajectory. The importance of Smart grids.
- Anne Foster - MD, Global Head of Sustainability and Impact Investment, Quinbrook Infrastructure Partners
On overview or recent and anticipated macro-economic and geopolitical developments and their impact in investment decisions.
- Eylem Senyuz - Global Micro Strategist and Adjunct Faculty Member, Georgetown University
Analysing the effects of high interest rates and inflation on loan values, prices and returns. Is the worst of inflation and asset value write-downs behind us, or is it too soon to be optimistic? What factors can facilitate the recovery in investment activity, and what strategies are market players adopting to cope with the headwinds? Addressing a crossover between real estate and infrastructure: should institutional investors merge the two for better comparison of relative value and future returns?
- Wendy` Craft - CEO, Elle Family Office-Lazarian SFO
- Ben Eppley - Partner, Real Assets, Apollo Global Management
Analysing a shift in real estate financing. How does private debt enable developers to reap the rewards? What is the risk/return profile of real estate private debt? Can private debt and bank debt co-exist? Exploring the wave of looming maturities and their effect on valuations given value declines, higher refinancing rates, owner ability to cash in, and liquidity.
- Metin Negrin - President, Lexin Capital
- Andrew Radkiewicz - Global Head of Private Debt Strategy and Investor Solutions, PGIM Real Estate
Why is digitalisation so important for real estate investing, and how is it transforming the industry? Examining the demand drivers and global investment opportunities for digital transformation. Addressing the increase in power demand from the rise of Gen AI. How are real estate firms taking on Infra by investing in data centers?
Addressing the implications of the global pandemic on the commercial real estate market. Is the current situation in the office space a “new normal”, and what is the global investment recovery timeline? How can owners, operators and investors across commercial real estate optimize their cash to capitalize on opportunities as they arise? What does the future hold for commercial real estate?
Analysing the hit on certain retail sub-sectors caused by Covid, soaring inflation rates, subdued consumer confidence and spending and the growth of e-commerce? Sharing practical solutions on adjusting to the new market dynamics. How repositioning and focusing on multitenant properties in prime locations can prove to be a successful strategy and create a value-add opportunity.
How does the real estate industry interpret ESG? How is ESG performance drive differentiated asset values? Sharing views on transparency, benchmarking and reporting. Determining the metrics to track progress against ESG targets and formulating processes to assess performance.
- Megan Saunders - Head of ESG, Kayne Anderson Real Estate
Using “Green Premium” as an opportunity for achieving better returns and a long-term yield. Addressing the threat of the "brown discount" and the risk of stranded assets. How is the “brown to green” opportunity viewed differently in North America vs. Europe vs. Asia? Practical examples of cutting emissions and incorporating green building principles into your investment strategy.
- Jonathan Schein - CEO and Executive Director, RELPI (Real Estate Limited Partner Institute)
Making inroads into social infrastructure by investing in real estate assets within healthcare, education and housing sectors. Top tips on achieving a successful “sustainability-proof” business by focusing on the social factors related to real estate investments.
- Amanda Nunnink - Senior MD and Co-Head, Kayne Anderson
Exploring key trends, market drivers and the future outlook. A focus on short supply and high demand for rental housing. What is driving the spike in affordable housing development? What programs and regulatory changes are governments creating to solve the housing shortage, and are they working? How viable are office to residential conversions? Student accommodation, social housing and multi-family properties in the spotlight. Micro-housing and co-living spaces as strategic investment opportunities in real estate private equity
Analysing a strong bounce-back of the hospitality sector following the global pandemic. Will the investor appetite continue to be peaked? Which hospitality market segments are performing better than others? Why private equity is particularly well suited for hospitality investment?
- Ruslan Husry - CEO, HR Group
Logistics real estate managed to stand its ground in 2023, emerging as one of the most attractive segments. What is driving the investor commitment to the logistics sector, and what is the investment market outlook? Nearshoring as a catalyst of demand.
- Lynn Kau - Senior Vice President, Realterm
A select number of GPs will present their fund to a group of LPs, individually, in a closed-door setting. Each GP will have 10 minutes to make their case, including time for audience Q&A.
These exclusive presentations are only open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.
To register, please contact:
Nafiya.Mangalore@informa.com (For LPs)
Marcia.brissett@informa.com (For GPs)
LPs views on renewables as a financially beneficial investment decision based on a risk/return profile. Exploring key economic, environmental and social considerations. How are investors using ROI and IRR as reliable metrics for evaluating the economic viability and valuation of energy and infrastructure projects?
This exclusive discussion group is open to 20 to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. Run under the Chatham House Rule. To register, please contact Nafiya.Mangalore@informa.com