SEPTEMBER 29-30, 2010 THE RITZ-CARLTON, SAN FRANCISCO
Tuesday, September 28, 2010
Welcome Reception 6:00pm-8:00pm
Join us for a drink and an initial meet and greet with your fellow event attendees on the eve of the conference. |

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Wednesday, September 29, 2010
| 7:30am |
Registration and Coffee |
| 8:45am |
Welcome and Opening Remarks
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| 9:00-9:30am |
SESSION 1: OPENING KEYNOTES
This opening session will provide a backdrop for subsequent conference proceedings by giving high-level perspectives on public policy, financial markets and corporate strategy in the renewable energy sector. Senior speakers will share their experience and knowledge of the sector and set the scene for this year’s REFF-Wall Street.
Chair:
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| 9:30-10:30am |
SESSION 2: MARKET DRIVERS FOR RENEWABLE ENERGY
As we move towards a new era in renewable energy, this session will examine the global macro factors impacting upon the energy sector, including:
- World energy outlook: How is renewable energy viewed globally and what is the outlook for its development as a greater part of the energy mix?
- Climate & sustainability drivers: Impacts on capital markets and investment decision-making by institutional investors, corporates and utilities
- Economic growth and job creation: The story on Germany and China and the implications of these on the US renewable energy market
- Momentum: Major facts and trends in renewable energy investment and financing and the intersection of renewable energy and the commodities market
Co-Chairs:
- Dan Reicher, Director of Energy & Climate Change Initiatives, Google
- Craig Kline, Partner, Troutman Sanders LLP
Speakers:
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| 10:30-11:00am |
Networking Refreshment Break |
| 11:00am-12:30pm |
SESSION 3: THE VIEW FROM WALL STREET
REFF-West is the only major renewable energy event on the West Coast to bring you up-to-the-minute commentary from Wall Street. A panel of top energy investment bankers, representing world-leading financial institutions, who are all currently leading major deals, will debate how the financial landscape has changed over the last 12-18 months and explore what we can expect from the market moving forward.
Chair:
Speakers:
- Kevin Genieser, Managing Director, Morgan Stanley
- Brian Bolster, Managing Director, Goldman Sachs
- Jeffrey McDermott, Managing Partner, Greentech Capital Advisors
- Jeffrey Lipton, Managing Director – Head of Clean Tech Group, Jefferies & Company Inc.
- Ray Wood, Co-Head Global Alternative Energy, Credit Suisse
- Parker Weil, Managing Director, Co-Head Americas Energy & Power Group, Bank of America – Merrill Lynch
- Andrew Safran, Chairman, Global Energy, Power & Chemical Group, Citigroup Global Markets
- Jonathan Yellen, Managing Director, Deutsche Bank
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| 12:30am-2:00pm |
Networking Lunch Hosted by Stoel Rives |
| 2:00pm-3:15pm |
SESSION 4: RENEWABLE ENERGY PROJECT FINANCE
As we progress further towards economic recovery, investment in renewable energy is increasing. Whilst we have seen continued investment throughout even the bleakest of financial outlooks, investment must continue if we are to move forward. This session will compare different financial models and their outlooks as we move forward, including:
- Project debt and equity
- Tax equity and other tax considerations
- Leasing and other project finance structures
- Overall deal structuring, issues and trends
Chair:
Speakers:
- John Eber, Managing Director, JP Morgan Capital Corporation
- Gisela Kroess, Director, Power & Environment, Global Project Finance, UniCredit Bank AG New York Branch
- Matt Ferguson, Principal, Renewable Energy Practice Leader, Reznick Group
- Kenneth Westrick, Founder & Chief Executive Officer, 3TIER
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| 1:00-2:30pm |
Networking Refreshment Break |
| 3:45-4:45pm |
SESSION 5: WEST COAST DEVELOPERS' PERSPECTIVES
Following insight from the major investment banking players and project financiers in the renewable energy sector, this panel will focus on the financing of West-Coast renewable energy projects from a developer’s point of view. Hear from leading west-coast developers as they give you insight into how your projects can achieve bankability.
Co-Chairs:
Speakers:
- Hezy Ram, President & CEO, Ram Power Corporation
- Michael Walsh, Chief Financial Officer, NTR Plc
- Tim Derrick, Chief Executive Officer, Axio Power Inc.
- William Lee, Vice President Project Finance, SunEdison
- David Oxtoby, Chief Executive Officer, Carbon Free Technology
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| 4:45-5:00pm |
SESSION 6: SUMMARY OF DAY ONE
In this wrap-up session for Day One, a selection of the REFF-West Conference Co-Chairs will look back at the presentations made, summarize the discussion and further develop some of the themes outlined, giving you key take-away strategies for your business.
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| 5:00pm |
Close of Conference Sessions |
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Evening Networking Reception 5:00pm-7:00pm
Join us for our lavish evening networking reception at the end of Day One, for a chance to discuss the day’s proceedings with fellow delegates, cement existing relationship and meet new business partners, in a relaxed informal setting.
Hosted by Milbank
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Thursday, September 30, 2010
Networking Breakfast
8:00am-8:50am Raise your profile at our popular networking breakfast, where delegates will have the opportunity to introduce themselves to their fellow conference attendees using a roving microphone.
Hosted by Duff & Phelps LLP
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| 7:45am |
Registration Opens |
| 8:50am |
Conference Opens
- Paul Clark, Conference Manager, Euromoney Energy Events
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| 9:00-9:30am |
SESSION 7: WELCOME AND KEYNOTE PRESENTATION
The opening session on Day Two will feature a keynote address from a senior level industry executive, considering changing dynamics in the renewable energy markets and providing a context for the day’s discussions.
Chair:
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| 9:30-10:45am |
SESSION 8: GOVERNMENT POLICY & INCENTIVES
In the wake of 2009’s American Recovery & Reinvestment Act, this session will examine the impact of new legislation on the renewable energy industry. Topics to be addressed include:
- How has the stimulus package encouraged investment in the sector and has the Loan Guarantee Program been a game changer?
- Federal tax incentives and state renewable portfolio standards
- CEDA/Green Bank proposals
- Potential for a Feed-in Tariff in the USA
Chair:
Speakers:
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| 10:45am-11:15am |
Networking Refreshment Break |
| 11:15am-12:30pm |
SESSION 9: PUBLIC CAPITAL MARKETS
This new session for REFF-West 2010 will examine the changing state of public capital markets and how they relate to renewable energy development. Issues for discussion include:
- Update on the state of public equity markets, IPO and IPO secondary markets
- Sources of capital for high-grossing companies
- Global perspectives: How do global public capital markets compare with the US?
Chair:
Speakers:
- Mark Nydam, Managing Director, Cleantech Investment Practice, PCG Asset Management
- Scott B. Livingston, Chief Executive Officer, Livingston Securities
- Ungad Chadda, Senior Vice President, Toronto Stock Exchange
- John Bohn, Commissioner, California Public Utilities Commission
- Mike Miskovsky, General Manager, US Operations, Canadian Solar
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| 12:30-1:45pm |
Networking Lunch |
| 1:45-3:15pm |
SESSION 10: STRIVING FOR EXCELLENCE - C-LEVEL INSIGHT PANEL
In this stand-out session, leading renewable energy CEOs will outline how they have achieved success over the last year and what they are expecting to see from the industry over coming months. Key questions that will be answered include:
- What do you see as the major challenges facing the renewable energy industry at the moment?
- How have you responded to the difficult economic climate over the last 18 months?
- What do you see as the most significant opportunities for renewable energy companies and investors over the next year?
Chair:
Speakers:
- Peter Duprey, Chief Executive Officer, Acciona Energy North America
- John Woolard, CEO, BrightSource Energy
- Arno Harris, CEO, Recurrent Energy
- Michael Garland, CEO, Pattern Energy Group
- Dennis Arriola, CFO, SunPower Corporation
- Lyndon Rive, CEO, SolarCity
- Jeff Broin, CEO, Poet
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| 3:15-3:45pm |
Networking Refreshment Break |
| 3:45-5:00pm |
SESSION 11: INVESTOR PERSPECTIVES ON RENEWABLE ENERGY
In this session, investors of varying sizes and types, from VC to Institutional Investor, will sit alongside each other and examine the differences in their approaches to financing. Topics to be considered include:
- How can you reconcile Silicon Valley investment opportunities with the Institutional Investor attitude?
- Early stage venture capital, later stage and expansion venture capital and private equity
- Mergers and acquisitions and IPO market developments
- Global equity markets – investing in publicly-traded cleantech/renewable energy companies
Co-Chairs:
Speakers:
- Pat Eilers, Managing Director, Madison Dearborn
- Stephan Dolezalek, Managing Director & Clean Tech Group Leader, Vantage Point Venture Partners
- Sha Wang, Principal, Cybernaut (China) Investment
- Nancy Floyd, Managing Director, Nth Power
- Ira Ehrenpreis, General Partner, Technology Partners
- Bob O’Connor, Partner, Wilson Sonsini Goodrich & Rosati
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| 5:00pm |
Closing Remarks
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| 5:15pm |
Close of REFF-West 2010. |
* Indicates invited speaker
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