CONFERENCE

Financing Wind Inside Investment 2020

A conference for leading global wind investors.

DECEMBER 10, 2020

FULLY DIGITAL

About this event

Welcome to the first spin-off of our popular Financing Wind conference series.

This fully-digital event will be the perfect chance for you to look back at 2020 and ahead to the next five years.

This will include discussions about the future policy landscape, Covid’s impact on investors’ portfolios and the energy transition, and much more.

In conjunction with the event, we will be also launching the first edition of Tamarindo Group’s Green Fund Power List. This report will be looking at the 100 most influential people who are managing funds that invest in wind, solar and storage projects worldwide. You don’t want to miss it!

See behind the scenes at Financing Wind Inside Investment 2020

Watch highlights from the conference.

Agenda

Organiser’s welcome

9:00 AM – 9:10 AM

Headline Sponsor’s welcome

9:10 AM – 9:20 AM

Interview with Mo Dua, WindESCo

9:20AM – 9:30AM

Will APAC lead wind investments by 2030?

9.30AM – 10.20AM

40 min. panel discussion + 10 min. Q&A

This session will look at opportunities and challenges for wind investors in the APAC region in the next ten years.

  • Which types of investors are driving the growth of wind in Asia-Pacific?
  • What will be the major trends in cross-border wind investment until 2025?
  • How easy is it for European and North American investors to thrive in APAC?
  • How big an impact do you expect China’s 2060 commitment to have on wind?
  • Do you expect Chinese manufacturers to provide global competition to Europeans?
  • Which are the most exciting offshore wind markets in APAC over the next five years?
  • Do you expect APAC companies to play a leading role in technologies, such as energy storage, that will drive the future growth of the wind market?
  • Do you expect Covid-19 to have long-term impacts on wind in APAC?

Speakers:

  • Kunal Patel – VP, Head  of Partnerships & Structured Solutions, Ørsted  Offshore Wind
  • Chakradhar Byreddy, PhD – Director,  Renewables, Asia Pacific, UL
  • Matthias Voss – Managing  Partner, Allen  & Overy
  • Guillermo Martínez-Navas – Co-Head of Offshore Wind, Asia Pacific, Green Investment Group

Networking break forum – APAC focus

10:20 AM – 10.50 AM

  • Onshore wind – Repowering : Is it viable in some regions and what are the bottlenecks?
  • How grid availability is affecting penetration of onshore wind
  • Offshore wind – local content requirements, will it drive down costs or increase?

Hosted by:

  • Julian Harland, Sales Director, EOLOS Floating Lidar Solutions

Live link-up with WindEurope’s RE-Source 2020

11.00AM – 11.30AM

Speakers:

  • Sophie Dingenen, Bird & Bird
  • Luca Pedretti, Pexapark

Investing in Europe: What role will wind play in Europe’s long-term decarbonisation strategy?

11.30AM – 12.20PM

40 min. panel discussion + 10 min. Q&A

This session will look at the key investment trends for onshore and offshore wind in Europe, and whether the EU Green Deal will spark the level of investment needed to hit long-term climate targets.

  • Which types of investors are driving the growth of wind in Europe?
  • What impact do you expect the EU’s Green Deal have on wind investment?
  • Are countries doing enough to set a policy framework that helps wind’s growth?
  • How big a role will onshore and offshore wind play in wind’s growth in the 2020s?
  • What can we do to ensure Europe remains a powerhouse of turbine manufacturing?
  • Which do you see as the most exciting emerging wind markets in Europe?
  • Do you expect Covid-19 to have long-term impacts on wind in Europe?

Speakers:

  • Fergus  Costello – Head of  Market Intelligence – Offshore Business Development, Siemens  Gamesa Renewable Energy
  • Juliet  Davenport – CEO & Founder, Good Energy
  • Michael  Van der Heijden – Managing  Director, Amsterdam  Capital Partners
  • Isaac Vaz – Director, Infrastructure Equities, Aviva Investors

Networking break forum – European focus

12.20PM – 12.50PM

Hosted by:

  • Doreen Abeysundra – Senior Originator, Sales and Originations, Vattenfall

Lunch break

1.20PM – 1.50PM

Investing in North America and policy landscape

2.00PM – 2.50PM

40 min. panel discussion + 10 min. Q&A

This session will look at the prospects for onshore wind and offshore wind in the US following the recent US election.

  • Which types of investors are driving the growth of wind in North America?
  • Which North American onshore wind markets will be key destinations for investors?
  • What impact will the US election result have on wind investment up until 2025?
  • Would you expect to see another surprise extension of the production tax credit?
  • Are you confident in the prospects for growth in US offshore wind in the 2020s?
  • We have seen California establishing itself as an early leader in energy storage as a way to mitigate the impact of wildfires. Do you expect the country to emerge as a leader in the energy storage market globally? Will this support further growth in wind too?
  • Are we ever going to find solutions to the challenge of building transmission?
  • Do you expect Covid-19 to have long-term impacts on wind in North America?

Speakers:

  • Evgenia Golysheva – Engineering ManageR, ONYX InSight
  • Jim Trousdale – Chief Financial Officer, Apex  Clean Energy
  • Sandhya Ganapathy – Corporate  Head of Investments and M&A, EDP Renewables
  • Martin Torres – Managing Director, BlackRock

Networking break forum – North American focus: The Role of US Federal Tax Policy in the Growth of Renewables

2.50PM – 3.20PM

North American focus: The Role of US Federal Tax Policy in the Growth of Renewables

  • Is it a good idea? Is it still necessary?
  • Should the US move to a different subsidy regime?
  • Can renewables stand alone without subsidies?

Hosted by:

Eli Katz, Partner, Latham & Watkins

Networking break forum – North American focus

3.20PM – 3.50PM

Hosted by Sam Tasker – VP of Sales, North America, WindESCo

Interview with Nicky MacLeod, Taylor Hopkinson

3:50PM – 4:05PM

Global focus – who’s driving wind investment globally?

4.05PM – 4.55PM

40 min. panel discussion + 10 min. Q&A

This session will be accessible to viewers in Europe, North America and Asia, and will look at the investors who are driving wind investment globally. Including institutional investors, corporates, IPPs, utilities, sovereign wealth funds. Wind is a global market and this will deal with global issues:

  • What impact has Covid-19 had on wind’s prospects in these key regions?
  • How will China’s 2060 net zero target affect wind investment globally?
  • Do you expect oil giants to have a huge impact on wind in the 2020s?
  • Will the emergence of new technologies – such as green hydrogen and energy storage – draw in new types of investors into wind?
  • Can firms with a wind-focused strategy thrive in such a multi-technology market?
  • What are the risks to the industry if they don’t continue to improve here?
  • Do investors take enough interest in O&M at wind farms? Do you expect this to change in the next 2 to 5 years?
  • What role do you foresee for artificial intelligence and machine learning in the global wind sector?

Speakers:

  • Kasper Dalsten – Senior Director, Head of Commercial Management for Global Development, Vestas Wind Systems A/S
  • Mo Dua – Founder  and CRO, WindESCo
  • Julian Harland – Sales Director, EOLOS Floating Lidar Solutions
  • Sean Whittaker – Principal  Renewable Energy Specialist, International Finance  Corporation (IFC)

Closing remarks from A Word About Wind

4.55PM – 5.00PM

Behind the scenes

Partners