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
Ian Berry,
Head of Infrastructure Equity,
Aviva Investors
Eilidh MacTaggart,
Managing Director | Head of European Infrastructure and Project Finance,
Metlife Private Capital Investors