Agenda - Wind Energy Finance & Investment Conference West
October 5, 2018 Schedule Outline
Time Agenda
8:00 am Registration Opens
8:00 - 9:00 am Networking Continental Breakfast
9:00 - 9:30 am Opening Remarks & AWEA Market Report

Moderator: John Hensley, Senior Director, Industry Data & Analysis, Government & Public Affairs, American Wind Energy Association 
9:30 - 10:00 am State of the Wind Industry
Kick of the conference with a wide-ranging discussion of the current state of the U.S. wind industry as industry veterans lend their insights on the most pressing challenges and opportunities. Everything from the current political climate and latest developments under the Trump Administration to the burgeoning offshore wind market and phase-out of the PTC are on the table.

Moderator: Keith Martin, Co-Head, Project Finance Group, Norton Rose Fulbright US LLP
Mike Garland, CEO, Pattern Energy Group LP
Tristan Grimbert, President/CEO, EDF Renewables
Tom Kiernan, CEO, American Wind Energy Association
10:00 - 10:30 am Analyst Roundtable
Top power sector equity analysts join to discuss the current state of the power sector and wind energy’s competitive position in the market. Panelists will discuss the performance of the overall power and renewable sectors and provide their insights on how those markets will continue to evolve.

Moderator: Steve Lockard, President & CEO, TPI Composites
Philip Shen, Managing Director, Senior Research Analyst, ROTH Capital Partners
Joseph Osha, Managing Director and Equity Research Analyst, JMP Group LLC
10:30 - 11:00 am Networking Break & Exhibits  
11: 00 - 11:30 am State Perspectives
Hear from California’s state policy leaders how to cost-effectively achieve higher renewable energy targets without compromising affordability or reliability as California moves to implement its 60% RPS by 2030 and 100% carbon-free policy by 2045.  Also learn more about how the state is addressing recent trends that have increased customer choice, and how California can better integrate energy and transmission resources with other western states.

Moderator:  Danielle Osborn Mills, California Caucus Director, American Wind Energy Association
Michael Picker, President, California Public Utilities Commission 
David Hochschild, Commissioner, California Energy Commission 
 
11:30 - 12:00 pm Corporate Offtake
Corporations have become a mainstay customer of wind energy, in some years representing over 50% of megawatts procured. As more and more companies add their demand to the table, this segment of the industry is expected to continue growing. Join developers and corporate procurement specialists as they explore how this trend will evolve and how the industry can capitalize on this customer class.

Moderator:  Steve Hall, Partner, Troutman Sanders LLP
Will Conkling, Senior Lead, Energy and Global Infrastructure, Google
Senator Bob Wieckowski, State of California, District 10
12:00 - 1:30 pm Networking Lunch
1:30 - 2:00 pm Wind Industry CEO Panel
Join leading senior executives from across the wind industry as they share their top priorities and the issues that keep them up at night. The diverse panel will showcase unique perspectives from supply chain, to development, to financing.

Moderator: Jeff Chester, Partner, Global Head of Project Finance, Morrison & Foerster LLP
Chris Brown, President, Vestas - American Wind Technology, Inc
Craig Cornelius, Chief Executive Officer, Clearway Energy Group LLC
Michael Rucker, President, Scout Clean Energy LLC
2:00 - 2:30 pm Wind Industry CFO Panel
A perennial must – CFOs provide their perspective on the state of wind energy financing, the cost of capital, impacts of tax reform, key market trends, and the evolution of wind project financing.

Moderator: Ed Zaelke, Partner, Akin Gump LLP
Neil Mac Tiernan, Director, ENGIE NA
Brad Seaman, Director of Project Finance, Scout Clean Energy
2:30 - 3:00 pm Tax Equity
No AWEA Finance and Investment Conference is complete without a tax equity panel. Top tax equity investors will discuss the key role of tax equity for wind energy projects in an era of evolving risk factors, including the impact of tax reform, the phase-down of the PTC, increasing capital competition from solar, project repowerings, and the evolving investor base. Panelist will also lend their insights on how deal structures and terms are evolving.
 
Moderator: Shane Shelley, Partner, Morrison Foerster LLC
Jack Cargas, Managing Director, Bank of America Merrill Lynch  
Gaurav Raniwala, Managing Director, GE Financial Services
Joel Spenadel, Executive Director, J.P. Morgan
3:00 - 3:30 pm Networking Break
3:30 - 4:00 pm East Meets West (Developers Perspective of Developing East vs. West)
In the spirit of the Finance Conference held on both coasts for the first time ever, this session is dedicated to discuss the regional differences in developing, owning and operating wind projects. Take advantage of listening to the experience of national developers before investing in your next project. Each region within the United States bears its own challenges and opportunities. From real estate, permit processes to wind resources and PPA pricing, what part of the country has a competitive advantage?

Moderator: Florian Zerhusen, President & CEO, BayWa r.e. Wind, LLC
Matt Langley, Senior Director, Origination & Market Intelligence, Pattern Development
David Little, Senior Director-Head of USA, Innergex  
Jim Mras, Senior Vice President, GE Capital
4:00 - 4:30 pm True Economics of Storage

Moderator: Marco Terruzzin, Director - Energy Storage North America, E. ON Climate & Renewables North America, LLC
Matt Barnes, Chief Financial Officer, GridSME
Jason Burwen, Vice President, Policy, Energy Storage Association
Swetha Meenakshi-Sundaram, Sr. Energy Storage Modelling Analyst, E.On Climate & Renewables North America, LLC 
4:30 - 5:00 pm  Community Choice Aggregators
One of the goals of CCAs is to incorporate more wind power generation into their portfolios as they seek to diversify and optimize their resource mix, manage energy risk and meet RPS targets. This session will feature representatives from some of the largest CCAs in the state, who will share their perspectives on the challenges and strategies of CCAs for wind power procurement, including innovative offtake contract structures and approaches to valuation and assessment of wind resources, as well as explore project features that respond to CCA objectives and needs.

Moderator: Deanne Barrow, Associate, Norton Rose Fulbright US LLP
Siobhan Doherty, Director of Power Resources, Peninsula Clean Energy
Don Eckert, Director of Finance, Silicon Valley Clean Energy
Lindsay Saxby, Power Supply Contracts Manager, MCE
5:00 - 6:00 pm Networking Reception

Don't miss it!