Day 1
08:30 Registration and Morning Refreshments
09:00 Chairman’s Opening Remarks - incorporating a review of an IFR/PFI survey on carbon abatement
Keith Mullin, Editor-in-Chief, IFR
09:15 The Global Policy Debate
- Impact of belated US recognition of global warming
- The EU position
- The UK Energy White paper
- China and India's role in managing climate change
- Implications of the political debate for the carbon market
John Curtis, Head of Global Climate Change Practice, ERM
9:45 Financing Carbon Abatement
- EU ETS: Price forecast 08-12 and beyond
- What makes a good equity investment from a CDM/JI point of view?
- The potential impact of CER/ERU prices/revenues on the value of a company preparing for an IPO or a capital raise
- Potential impact of carbon prices on listed clean energy shares
- Potential impact of current and future climate policies on listed clean energy shares or other equity investments
- Assessment of different VER market standards' potential position and/or mapping of US and non-US offsets
Trevor Sikorski, Director, Advisory Servicesi, Point Carbon
10:15 Productising climate change
- How are investment banks responding to feed investor demand?
- How have existing products performed?
Joaquim de Lima, Global Head of Equity Derivative & Quant Research, HSBC
Ingo Ramming, MD Interest Rate & Hybrid Structuring, GHG Emissions, Dresdner Kleinwort
Imtiaz Ahmed, Vice President, Carbon Trading and Origination, Morgan Stanley
11:00 Refreshments
11:30 Institutional, private equity and VC investments
- How can investors effect climate change through portfolio investments?
- What's in the IPO pipeline?
- Investing in carbon abatement technology – where do the biggest opportunities lie?
- Trends in the carbon funds market
Kristin Lang, Deputy Head of Carbon Funds, European Investment Bank
JP Miller, Transaction Specialist, Natsource
Mallika Paulraj , Investment Manager, Carbon Capital Markets
Simon Gottelier, Investment Manager, Impax Asset Management
Mark Shorrock, CEO, Low Carbon Accelerator (LCA)
12:40 Lunch
14:00 Wind Power
- Production targets and projected capacity growth
- The impact of regulations and jurisdictions on this market
- Overview of the top wind power developers and regions
- Prospects for investment
- Case studies
Fintan Whelan, Corporate Finance Manager, Airtricity
Max Ter Linden, Executive Director, New Energy Technologies Group, ABN Amro
Alan White, Head of Power, RBS
15:00 Refreshments
15:30 Is nuclear power back on the agenda again?
- Does nuclear power belong in the carbon abatement debate?
- Complexities of financing nuclear power plants
- Pricing nuclear risk
- Structuring private sector involvement
Mark Newbery, Partner, Herbert Smith
16:00 Financing ethanol production in the US, UK and Brazil
- What share of the global market are bio-fuels capable of sustaining?
- How are the political lobbies’ opinions on bio-fuels divided, and what are
the implications for future growth?
- Project case studies
Peter Conway, Director, Project Financing Solutions
16:30 Chairman’s Closing Remarks, Questions and Answers
16:45 End of Day 1
Day 2
09:00 Morning Refreshments
09:30 Chairman’s Opening Remarks
09:40 Energy From Waste Projects
- How big is the energy from waste market likely to get?
- How are these projects financed?
Dennis Van Alphen
David Singh, Managing Director, Global Renewables
10:10 Biomass – a growth market
- What is driving growth in biomass?
- What are the economics of biomass production?
- How dependent is biomass on a buoyant carbon market?
Peter Richards, Sector Partner, Cleantech, Energy and Environment, 3TS Capital Partners
10:40 Financing Carbon Capture Storage
- What is driving development of CCS?
- How does the technology and what does it cost?
- How will CCS projects be financed?
It has been reported that CCS could yield 15% to 55% of the cumulative mitigation efforts required worldwide by 2010. Project finance will be necessary to finance these power plants. This session will examine the potential of this market for investors.
Hans Jensen - Head of Research & Development, RWE Npower
11:10 Refreshments
11:40 Solar and Photovoltaic projects
- Project developments
- Prospects for investment
- Project case studies
Antje Gruber, Senior Vice President, LRP
John Mustardé, International Accounts Manager, Solarcentury
Adrian Katzew, Global Sector Head of Energy, Santander
12:30 Chairman’s Closing Remarks, Questions and Answers
12:40 Lunch