9:15AM
CEO STRATEGY DEBATE: beyond 2030 and what do we do in the meantime?
We are embarking on a new era where fewer and fewer tariffs are offered and renewables compete on price, where storage is co-located, market is re-designed and everyone is affected. What are the best ways of raising or deploying capital in the industry?
Institutional and financial investors:
- How can the investors approach markets differently? Example: Small scale solar investments
- What are the strategies in a low price environment?
- What is the new normal? How sustainable is the current level of institutional investor appetite for renewables?
- How are institutional investors diversifying their portfolios across the life cycle of assets, and taking on different types of risk?
- Looking at distressed assets
- The role of fixed income in financing deals
Debt providers:
- How will the debt market behave in light of rising corporate PPAs and projects with no public support?
- In an environment of less certain fixed prices, how the cash flows are re-assessed and how does that impact debt size?
- Examining the use of:
- Mezzanine debt
- Bank loans followed by refinancing via capital markets
- Private placements via institutional investors
- Financing through development banks
- Bonds and other structures
Ian Berry, Head of Infrastructure Equity, Aviva Investors
Alan Baker, Chief Executive Officer, Forsa Energy
Martin Berkenkamp, Chief Executive Officer, A2E
Kees-Jan van de Kamp, Senior Portfolio Manager, NN Investment Partners
Ed Northam, Senior Managing Director, Head GIG Europe, Green Investment Group
Eilidh MacTaggart,
Managing Director | Head Of European Infrastructure And Project Finance,
Metlife Private Capital Investors
Ian Berry,
Head Of Infrastructure Equity,
Aviva Investors