

WEDNESDAY, MAY 31, 2017
Time 9:00am–10:30am
Room
14 A
PV FINANCING: INVESTMENT OPPORTUNITIES IN THE GLOBAL SECONDARY PV MARKET
Summary
With bond yields falling
globally, institutional investors
are diversifying their portfolios
and expanding their presence
in the PV sector dramatically,
either by buying up projects or
by purchasing equity in private
or listed PV funds
globally.Asa
result the downstream segment
is experiencing undersupply of
PV projects and investors must
be ready to squeeze their
returns in order to outbid
competitors.This session will
allow participants to get first
experience from a range of top
solar-specialized funds and to
understand their strategy and
outlook in the secondary
market.The session will also
provide detailed insight into the
global PV asset acquisition
activity with particular focus on
transaction volumes and
investors' targeted returns.
9:00am
Welcome and Introduction
Pietro Radoia, Analyst, Bloomberg New Energy Finance, U.K.
9:05am
The Global PV Investment Status
Pietro Radoia, Analyst, Bloomberg New Energy Finance, U.K.
9:20am
Investing in Solar Gobally, The Case for a Consistent Asset Class
Aldo Beolchini, Managing Partner and Chief Financial Officer, NextEnergy Solar Fund Limited, U.K.
9:35am
Commercial Improvements of Existing and New Assets
Stefan Müller, Chief Operating Officer & Co-Founder, Enerparc AG, Germany
9:50am
Challenges in the Renewable Energy Business – Is Vertical Integration a Solution?
Mario Schirru, Investment Director, Capital Stage AG, Germany
10:10am
Q&A Round
Aldo
Beolchini
Pietro
Radoia
Stefan
Müller
Mario
Schirru
20 Intersolar Europe Conference
Partner
Time 11:00am–12:30pm
Room
14 A
SOLAR FINANCING TRENDS IN NORTH AMERICA
Summary
Find out how changing
regulations in the U.S.,
Canada and Mexico are
opening up new
opportunities for investors.
The session explores
investment opportunities in
the US, Canada and Mexico.
11:00am
Welcome and Introduction
Tom Tansy, Chairman, SunSpec Alliance, U.S.
11:05am
Panel Discussion
Ram Akella, Managing Director and Chairman, CentroSolar America, Inc., U.S.
Kevin Feldman, Director, Green Giraffe, France
Nathan Gabig, Managing Director – Securitization & Risk Consulting, KPMG US, U.S.
Prashant Khorana, Renewable Energy Analyst – Global Solar Lead, MAKE, Denmark
Ram
Akella
Tom
Tansy
Nathan
Gabig
Prashant
Khorana
Partner
Kevin
Feldman