SOLAR & STORAGE FORUM FINANCE TEXAS AGENDA · Texas Solar Power Association Rich Clark, Director of...

SOLAR & STORAGE FINANCE TEXAS9-10 April 2019 | Hyatt Regency Austin, Texas

FORUM AGENDA

Book Now: financetexas.solarenergyevents.com Sponsorship/Exhibition Enquiries: Dan White: [email protected]

Sponsors

Warren Lasher Senior Director of System Planning Electric Reliability Council of Texas, Inc. (ERCOT)

Dan Tobin Senior Director, Originations Loan Programs Office, US Department of Energy

Katharine Beisner Product Management, Business and Infrastructure Development, Austin Energy

Stephanie E Chesnick Principal; Americas Transaction Advisory Services Power & Utilities Leader, Ernst & Young

UNDERSTAND disruptors in the ercot market and BACK winners

Your speakers and round table hosts include:

https://financetexas.solarenergyevents.com/

mailto:[email protected]

YOUR SPEAKERS AND ROUND TABLE HOSTS INCLUDE

Mark Frigo, Vice President, Head of Energy Storage,

North America, E.On

Enrico Ladendorf, Managing Director,

Pason Power

Elizabeth Kaiga, Director, Renewable

Energy, CohnReznick

John Lichtenberger, Sr. Vice President,

Core Solar

Wayne Morton, Chief Executive

Officer, Wind Energy

Transmission Texas

Charlie Hemmeline, Executive Director, Texas Solar Power

Association

Rich Clark, Director of Engineer-

ing, 7X Energy

Andrea F. Tosi, Power Systems

Specialist, Pecan Street

Scott Brown, CEO & Managing

Partner, New Energy Capital

Thomas Byrne, CEO,

Clean Capital

Kaam Sahely, Partner,

Vinson & Elkins

Stephanie E Chesnick, Principal; Americas

Transaction Advisory Services Power & Utilities Leader, Ernst & Young

Stacey Hughes, Chief Financial Officer,

Sunlight General Capital

Warren Lasher, Senior Director of System Planning,

Electric Reliability Council of Texas, Inc.

(ERCOT)

Dan Tobin, Senior Director,

Originations Loan Programs Office,

US Department of Energy

Jerry Polacek, Managing Director and Group Lead - Clean Energy and

Infrastructure, Tortoise

Ryan Hamilton, Senior Advisor, Javelin Capital

Evan Ture, Chief Revenue Officer

Indie Energy

Michael Lumbley,

COO Alternative Resource

Group

Erick Bauman, Director of Business

Development Silicon Ranch Corporation

Katharine Beisner, Product Management,

Business and Infrastructure Development, Austin Energy

Richard Amato, Director, ATI Energy & Global Energy Lead, IC² Institute - The

University of Texas, Austin

Kevin Phillips, Global Co-Head of

Power, Energy & Infrastructure,

Cantor Fitzgerald




SOL AR | STORAGE | EVS ARE DISRUPTING THE MARKETBEAT THE CHALLENGES AT SSF&ITx

Our unique conference format is designed to help you to overcome the big challenges now. Seated in small U-shaped working groups, you will be surrounded by a wealth of experience and build practical solutions to the big challenges.

UNDERSTAND how ERCOT is planning for the future

UNPACK the way in which power demand in ERCOT will change and see how Austin Energy are preparing for the future wave of EVs

UNLOCK capital for projects and overcome the concerns that the investment community have around disruptive technologies by meeting attendees from Javelin Capital, New Energy Capital, Clean Capital and Ernst & YoungHave UNFETTERED access to top decision-makers working on the next wave of projects in the ERCOT market such as E.On, 7X Energy, Core Solar, Silicon Ranch, Alternative Resource Group and more

UNITE to source solutions to the big challenges in the market now

UTILISE our online networking service to pre-book meetings with other attendees on-site

UPGRADE your market knowledge and see how your operations are benchmarked against some of the most innovative companies in the USA.

Hear an UNPARALLELED faculty of speakers and learn from the hive mind during practical sessions designed to allow you to put your own questions on the table

UNWIND and reaffirm relationships over our seated breakfasts, lunches and the drinks reception at the end of day one. Over 9-hours of networking is embedded into the programme to ensure you spend quality time with partners.

USURP competitors who don’t make it to the event.

OUR UNIQUE U-SHAPED FORMAT SOLVES CHALLENGES WITH THE BEST MINDS

TACKLE THE BIG CHALLENGES HEAD ON

CHALLENGES

CROWD SOURCE SOLUTIONS FROM THE BEST MINDS

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2

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Power demand & pricing is changing in Texas - find out when is the right time to strikeDecentralized generation, storage, EVs, growing industries in Texas and retirement of traditional power will all have a big impact on the returns you make in the market – we will show you how to win business in an evolving market.

Demystify technologies and increase returnsFind out why now is the right time to look at solar, storage and EVs. See how chemistries and project designs are changing and understand how developers and capital providers have mapped a return on investment.

See how to stack revenues with batteries and maximise project returns See how the market’s unique features will work with revenue stacking and find out what the differences are, compared to other markets in the USA.

Who should own storage? And who should shoulder associated cost?

How can we as an industry ensure that batteries are able to provide useful services to public utilities precluded from owning generation?

How do I contact credible developers and meet with investors who are ready to work with me?We’ve got you covered.




Day One Tuesday 9 April08:00 BREAKFAST & REGISTRATION

09:00 OPENING REMARKS FROM THE CHAIR Elizabeth Kaiga, Director, Renewable Energy, CohnReznick

09:00 SOLAR, STORAGE AND EVS: HOW TO LEVERAGE DISRUPTIVE FORCES • Macro picture - investment into these technologies in 2018 • Will 2019 shape up similarly? • Bringing the industry together to capture the benefits of distributed energy, storage and low

carbon transport • Specific knock-on-effects in ercot

Mark Frigo, Vice President, Head of Energy Storage, North America, E.On Stacey Hughes, Chief Financial Officer, Sunlight General Capital Scott Brown, CEO & Managing Partner, New Energy Capital Enrico Ladendorf, Managing Director, Pason Power Thomas Byrne, CEO, Clean Capital Kevin Phillips, Global Co-Head of Power, Energy & Infrastructure, Cantor Fitzgerald

10:00 POWER PRICING IN TEXAS • Macros and drivers in Texas pushing prices up – how far can they go? • Retail • Wholesale • Spot market • Do longer term pricing estimates support investment into new generation? • What kind of returns could investors expect in the market? • What are the collateral obligations sellers need to obey in the market?

Wayne Morton, Chief Executive Officer, Wind Energy Transmission Texas Katharine Beisner, Product Management, Business and Infrastructure Development,

Austin Energy

10:20 POWER DEMAND IN TEXAS • Tracking the needs of industry and consumers • Preparing to meet the needs of the buyer, and the market of the future • Electric vehicles • P2P trading • Blockchain • Decentralised generation • Flexibility • Energy efficiency • The impact that the roll out of electric vehicles could have on the market • Dealing with an increase in renewable penetration – scenarios for 65% in Austin

Energy’s target • Filling in the gap caused by shutting down coal plants

11:00 NETWORKING BREAK AND SPEED NETWORKING

12:00 INTERACTIVE BREAKOUTS: REVENUE STREAMS FROM STORAGE • Is the market designed to allow storage to be accommodated? • What is a battery’s highest value application? • Stacking revenue streams in the ERCOT market • Storage is it able to disrupt existing markets such as fast frequency response and

capacity markets? • How will businesses survive a rule change if there are too few revenue streams? • Do utilities put enough value into externalities storage can reduce – e.g. air

pollution?

1:00 NETWORKING LUNCH BREAK

2:30 VALUING A PORTFOLIO IN TEXAS: SECONDARY MARKET DEEP DIVE Stephanie E Chesnick, Principal; Americas Transaction Advisory Services Power &

Utilities Leader, Ernst & Young Jerry Polacek, Managing Director and Group Lead - Clean Energy and Infrastructure, Tortoise John Breckenridge, Senior Managing Director and Global Head, Capital Dynamics, Clean Energy and infrastructure Fund


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Day One Tuesday 9 April3:00 CASE STUDY: SECURING INVESTMENT IN A LARGE STORAGE PORTFOLIO • Feedback from Investors seeking to enter storage asset finance – what are the some

of the primary challenges they face? • Approach to merchant / un-contracted revenue risk • Approach to regulatory risk • Approach to technology risk • What can Developers do to avoid key mistakes and other potential pitfalls? • How can Developers engage with Investors to transact effectively?

Ryan Hamilton, Senior Advisor, Javelin Capital

3:30 DEVELOPERS’ SHOWCASE Meet developers working on solar and storage projects in the ERCOT market. Each

speaker will give a brief 5-minute outline about their project before an interactive panel discussion. Use this session to understand how project developers in Texas are:

• Securing land and grid connections • Securing finance and investment • Signing PPAs – what the market looks like right now and what kind of offtakers

(utilities, corporates and public sector energy buyers) developers are working with • The technology mix and how this affects the expected returns for a project • Preparing to flip assets • Working with investors to ensure a robust long-term O&M strategy

Erick Bauman, Director of Origination, Silicon Ranch Corporation Rich Clark, Director of Engineering, 7X Energy John Lichtenberger, Senior Vice President, Core Solar Michael Lumbley, COO, Alternative Resource Group

4:00 ROUND TABLES & DRINKS RECEPTION These round tables will look at: • Overview of the existing projects in the city: completed and pipeline • Who’s funding pipeline and what challenges might there be? • Key policy mechanisms and support from local government agencies • Main industry players and review of commercial and industrial deals • Houston • San Antonio • Dallas • Austin • Fort Worth

5:30 CLOSE OF DAY ONE


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Day T wo Wednesday 10 April09:00 OPENING REMARKS FROM THE CHAIR Kaam Sahely, Partner, Vinson & Elkins

09:00 UPDATE FROM ERCOT • ERCOT 101: what we do and locations we cover • In terms of planning: what ERCOT is taking into consideration, and the

timelines we plan to • Preparing for a truly decentralised energy market: wind, solar, storage and EVs • Energy demand and resource adequacy

Warren Lasher, Senior Director of System Planning, Electric Reliability Council of Texas, Inc. (ERCOT)

09:40 HOW LEGISLATION IN TEXAS IS MOVING • Short overview of what’s happening with Texan legislature • Pieces of legislation which are being tracked: which relate specifically to solar • Possible scenarios • Next steps

Charlie Hemmeline, Executive Director, Texas Solar Power Association

10:40 NETWORKING REFRESHMENT BREAK

11:10 BTM, FTM & ACROSS THE METER: AN ANALYSIS OF DIFFERENT MARKETS FOR STORAGE

• Comparison of different RTOs in the USA: what are the differences of working in them?

• How does the Texan market compare? • Regulations • Ease of doing business • Frameworks for storage • Returns

Evan Ture, Chief Revenue Officer, Indie Energy

11:30 V2G AS MOBILE STORAGE ASSETS FOR AUSTIN SHINES • Brief Description of Austin SHINES and how PSI is part of the project • Introduction to V2G and why it is important for DER and Storage • Work done on the technology at PSI • Results from installation and Lessons learned • The future with mobile storage Andrea F. Tosi, Power Systems Specialist, Pecan Street Inc

12:10 FUNDING FOR INNOVATION • Fund for innovation – outline of the $4bn fund • What kind of projects are in the DoE mandate? • Technology mix and project size • How can companies apply for funding? • Externalities the DoE is looking at in addition – e.g. increases in productivity,

improvements in air quality

Dan Tobin, Senior Director, Originations Loan Programs Office, US Department of Energy

1:00 NETWORKING LUNCH BREAK

2:30 SHARK TANK We are looking for innovative technologies to share ideas and pitch for funding. • Inspired by the famous shark tank TV show, this session will allow companies

with non-lithium technologies to pitch to a panel of investors. This insightful session will leave attendees with an understanding of how different technologies compare, and what investor appetite for each is like.

• Cost comparison across different technologies and expected cost curve • Capex and bottom line across different applications and project sizes • Levelised cost of energy • Expected lifespan and returns • Retirement and recycling, and impact on the environment • Supply chain for materials

Email: [email protected] for more information Moderator: Richard Amato, Director, ATI Energy & Global Energy Lead, IC² Institute

- The University of Texas, Austin

4:30 WRAP UP





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SOLAR & STORAGE FORUM FINANCE TEXAS AGENDA · Texas Solar Power Association Rich Clark, Director of...

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