Gregory Wetstone
President & CEO,
ACORE
10:00 - 10:20 AM
Welcome and State of the Industry
10:20 - 11:00 AM
Break
11:00 AM - 12:00 PM
The Federal Agenda for Energy and Climate
Policy insiders will review top priorities of Biden’s whole-of-government approach to the climate crisis, legislative expectations for tax credits and other policy support, and the repercussions for sector finance.
12:00 - 1:00 PM
Lunch Break & Networking
1:00 – 1:30 PM
Keynote Remarks
1:30 - 2:00 PM
Break
2:00 - 2:45 PM
Capital Flows and Tax Equity in a Climate-Focused Economy
Leading investors and sponsors will take part in quickfire Q&A on deal flow, tax equity and the cost of capital. Panelists will weigh in on the tax credit extensions’ impacts while assessing sponsor challenges securing tax equity and direct pay options.
2:45 – 3:00 PM
Break
3:00 – 3:45 PM
Case Studies: Deploying Private Capital for the Just Transition
Companies will highlight examples of using private capital to address equity, environmental justice and job creation as we transition to a low-carbon economy.
3:45 - 4:00 PM
Break
4:00 - 5:00 PM
The Repercussions of ESG and the Next Wave of Sustainable Finance
The rapid prioritization of ESG metrics is heightening existing commitments and attracting non-traditional investors to clean energy. This panel will assess how the financial sector, federal regulations and climate risk reduction are driving ESG, as well as the ramifications for sector growth, corporate demand and pricing.
10:00 – 10:45 AM
Fireside Chat: Priorities for a More Reliant and Resilient Electric Grid
The power crises seen in Texas, California, SPP and other markets underline the urgency for significant investment in the nation’s power grid. This discussion will lay out priorities for better grid infrastructure, expanded transmission and enhanced grid reliability.
10:45 - 11:00 AM
Break
11:00 AM - 12:00 PM
Risk Management Post-Texas: Investor, Corporate Buyer and Sponsor Perspectives
Panelists will examine opportunities and challenges for project finance with the Texas outage fallout on hedges, proxy revenue swaps, corporate PPAs and other deals. What risks are tax equity providers, lenders, sponsors and buyers willing to accept and how should we move forward?
12:00 - 1:00 PM
Lunch Break & Networking
1:00 - 1:30 PM
Keynote Remarks
1:30 - 2:00 PM
Break
2:00 - 2:45 PM
The View from Lenders
How are lenders approaching renewable and clean assets? Panelists will discuss deal flow and their strategies for merchant power, hydrogen, storage, community solar and other technologies.
2:45 – 3:00 PM
Break
3:00 – 3:30 PM
Keynote Remarks
3:30 - 3:45 PM
Break
3:45 - 4:30 PM
Where VC Meets Capital Markets: The Intersection of Technology, Energy and Finance
How can the catalytic technologies coming into the market – emobility, hydrogen, storage and renewable gas – be effectively financed, and what disruption will they cause? Panelists will discuss the roles of strategic alliances, infrastructure capital, private placements, and special purpose acquisition companies (SPACs) in this space and opportunities for the renewable sector.