SAVE THE DATE
5 New Energy Investor Summit
th
9./10. MaiOR2SU0MM1IT62016
6. NEW ENERGY INVEST
MONDAY, MAY 4, 2015
TIME
3.00 pm 4.00 pm
SPEED DATING
Registration
4.10 pm
Opening Words
Peter Raeber
(Head New Energy Investor
Summit, Swiss Association of
New Energy Utilities)
PRESENTATIONS
4.30 pm
Developments and Challenges
of a New Energy Market
Design
• Energy Only vs. Capacaty
Markets
• European and Regional
Solutions
• EU Electricity Trading
• Flexibilisation of the Electricity
System
Dr. Christian Redl
(Senior Associate,
Agora Energiewende)
Wind, Solar and Hydro: Projects, Power Plants and Investments
May 4 & 5, 2015, Swiss Re Centre for Global Dialogue, Zurich, Switzerland
4.50 pm
Wind Projects in a Future Energy Market – The View
of a Developer
Gernot Blanke
(Member of the Board of
Directors, wpd)
Panel Discussion:
Which Market Design is Useful for Renewable Energy?
• EU Single Market • Mechanisms after 2016
• Electricity Trading and Grid Capacaties
Moderation: Chris Tattersall (Partner, EY)
Panellists:
Dr. Christian Redl (Senior Associate, Agora Energiewende); Gernot Blanke
(Member of the Board of Directors, wpd); Yves Grebenarov (Country Manager
Germany for Wind, BKW); Cédric Aubert (Head Energy Economy/Member of
the Board, ewz)
Input Presentation: Who Will Finance the Energiewende?
• Swiss Targets • Balance Sheets of Swiss Utilities • Available Capital
• Costs
Chris Tattersall (Partner, EY)
Briefing: The Political Agenda of the EU Commission and the Status
of the Negotiations with Switzerland
Stefan Doerig (First Secretary, Federal Department of Foreign Affairs)
6.00 pm
6.30 pm
7.00 pm 8.00 pm
Speed Dating
Speed Dating
Cocktail
Reception
Experts Present their Know-How
(Company Presentations of 7 min.)
Meteotest: Reliable Decision-Making Basis for Project Developers
and Investors
European Energy A/S: Developing Large Scale Renewable Energy
Projects with Low or No Subsidies – Technology Advancement Meets
Grid Parity
ENcome Energy Performance: Quality Management and
Optimization of Returns During Operation of PV Power Plants
AIL Structured Finance Ltd.: Project Financing in Emerging
Markets - Hydro Power in Tanzania
Vestavind Kraft: Investment Opportunities in Norwegian
Wind Power Projects
GGS GmbH: 2.0 MW Altanus – The Swiss Wind Turbine
Market Scouting: Frameworks, Feed-in Tariffs
and Challenges
France: Attractive Locations and New Permitting
Processes.
Dominique Darne (France Energie Eolienne)
Norway: Opportunities through New
Depreciation Rules.
Andreas T. Aasheim (Special advisor, NORWEA)
WORKSHOPS
AND EXCHANGE
OF EXPERIENCES
Networking
Dinner
Offshore Wind:
Where Does the
Sector Stand and
What Opportunities Exist in the
European Markets?
Helge Rau
(Head M&A, wpd)
TUESDAY, MAY 5, 2015
TIME
8.30 am
8.45 am
SPEED DATING
PRESENTATIONS
Kick-Off Presen­
tation: Innovation,
Client Focus and
Digital Transformations
Patrick Warnking
(Director Switzerland,
Google)
Overview: Clean
Energy Investment
Trends and Power
Market Reform in
Europe
Jonas Rooze
(Head of European
Power & Carbon,
Bloomberg New
Energy Finance)
WORKSHOPS
AND EXCHANGE
OF EXPERIENCES
9.15 am
9.45 am
10.15 am 10.45 am
11.15 am
11.45 am
12.15 pm 1.30 pm
2.00 pm
2.30 pm 3.00 pm
3.30 pm
Speed Dating
Speed Dating
Coffee
Break
Speed Dating
Speed Dating
Lunch
Break
Speed Dating
Speed Dating
Coffee
Break
Renewables 2030:
Unconventional
Thinking About
Unconventional
Power
Improving Techno­
logy, Reduced Subsidies, Increased
Regulation, Consumer Empower­
ment, Project
Valuation
Tom Murley (Head
Renewable Energy,
HgCapital)
Status of
Storage
Technologies
• Costs
• Recent
Commer­cial
Projects
• Outlook
Gunar Wrede
(Head of Energy
Economics &
Politics, Younicos)
Open Speed Dates
(7 minutes each):
During this time slot,
you have the oppor­
tunity to meet any
participants you have
not yet met.
Market Scouting:
Frameworks,
Feed-in Tariffs and
Challenges
Speed Dating
Successful Business Cases in the
Nordics for Projects
without FIT
• Cash Flows
Poland: New Regula- • Finance Structure
tory Framework and
• Risk Mitigation
Opportunities
• Lesson learned
Wojciech Cetnarski
Hans-Christian
(President, PWEA)
Schulze (Deputy CEO
and Sales Director,
Finland: Renewable
Targets & Mechanisms. Eolus Vind AB)
Helge Rau
(Head M&A, wpd)
Portfolio analysis: Opportunities
and risks from investments’
climate impact
Dr. Maximilian Horster
(Managing Partner, South Pole Group)
Gunnela Hahn (Head of Responsible
Investment, Church of Sweden’s
investment group)
Investments and
Strategies of Swiss
Utilities
Aeneas Wanner
(CEO, Swiss Association of New Energy
Utilities)
Power & Utilities
in Germany –
Important Trends and Outlook
• Commodoty Markets
• Business Models
• Partnerships
• Capital Structures
Benjamin Teufel (Senior Manager
Power & Utilities, EY)
Risk of Produc­tion
Forecasts in Wind
and Solar Power
Plants
Rupert Wimmer
(Originator, Weather &
Energy, Swiss Re)
PARTNERS
PROJECT PARTNERS
Your potential interlocutors are recognizable as investors,
selling parties or
service providers
through colour codes
on their badges.
Workshop: Asset Class Renewable Energy:
Attractive Investments for Institutional
Investors
Moderation: Reinhard Liebing
(Managing Director, Alceda)
Workshop: Portfolio Optimization
with Banks and Insurers
Moderation: Pasquale Taddeo
(Senior Vice President, Aon Benfield
Schweiz AG)
PV Modules a
Commodity? Risk
Mitigation During
the Buying Process
for Investors
Panellists: Prof. Dr. Rico von Wyss (Assistant
Professor for Finance, University St.Gallen &
Algofin AG); Nadeschda Hoidn Wiede (Head
Business Development Energy Production,
ewz); Tom Murley (HG Capital)
Input-Presentation: Portfolio
Financing for Renewable Energy
Projects
• Rating • Cash Flow
• Financial Structures
Peter Bahn (Head of Energy,
Oil & Gas, DekaBank)
Risks during the modul
purchase; Risk profiles of
modul producer; Non
visible latent defects;
Production and design
quality; Quality assurance
measures; Role of investors
Experience Report: Co-Investment
with a Pension Fund in a Swiss District
Heating System
• Challenges • Business Case
• Transferability to Wind and Solar
Tobias Andrist (Executive Board, EBL)
LEAD PARTNERS
Speed Dating
Input-Presentation: New Energy
Production Volatility Hedging
Dan Tomlinson (Managing Director,
Allianz Risk Transfer (UK) Limited);
Pasquale Taddeo (Senior Vice
President, Aon Benfield Schweiz AG)
RESEARCH PARTNER
4.00 pm
Closing
Speech
Jean-Marc
Degen
(Asset
Manager
Renewables,
EKZ)
During the open
speed dates you can
present yourself and
exchange business
cards.
Peter Rusch
(CEO, SolarBuyer)
A6EN/April 2015