Agenda

THURSDAY, SEPTEMBER 24, 2009 - NEW YORK

Chairperson:  Ed Crooks, Energy Editor, the Financial Times

8:30am

Registration & Networking Breakfast
9:00 am

Welcome and Opening Remarks
Ed Crooks, Energy Editor, Financial Times
9:05 am

Morning Keynote
Lamar McKay, Chairman and President, BP America
9:20 am PANEL:  U.S. Energy in Flux
An overview of the current state of U.S. energy, focusing on government initiatives, oil prices, the economy, and recent developments within the renewable and traditional energy sectors. Proposed climate legislation in the United States seems to have taken a backseat to healthcare, and economic strain has caused slowed investment in the alternative sector.  Panelists will discuss the state of this industry today, and how projected events, legislation, and consumption habits may affect it.
 
Michael Allegretti, US Policy Director, The Climate Group
McKie Campbell, Republican Staff Director, Senate Energy and Natural Resources Committee
Dr. John Felmy, Chief Economist, American Petroleum Institute
Linda Lance, Senior Democratic Counsel, Senate Energy and Natural Resources Committee
 
10:15 am

Coffee break and networking
10:40 am PANEL:  Alternative Energy Growth: Setting Realistic Goals as a Nation
As the U.S. government pledges to shift energy use from traditional to renewable sources, just how quickly can this change occur? What is the likely timeframe within which consumers will be receiving their energy from alternative sources and new energy projects come online? What will the role of traditional energy be in America's future?

Red Cavaney, SVP for Government and Public Affairs, ConocoPhillips
Geoffrey Heal, Paul Garrett Professor of Public Policy and Business Responsibility, Columbia Business School
Jackie Prince Roberts, Director, Sustainable Technologies, Environmental Defense Fund
Andrea Spring, Senior Staff Member,  House Energy and Commerce Committee
 
11:30 am
PANEL:  Smart Grids - The Potential and the Reality
With widely varying standards, technology that is rapidly changing and community resistance to new transmission lines, developing the smart energy grid faces formidable obstacles. This panel will explore the significant hurdles to the adaptation of smart grids as well as the environmental and financial advantages.  They will also discuss smart grid projects already in use in the U.S. and others that are getting ready to come online. Should citizens bear the cost of the conversion to smart grids? Will consumers really be able to use smart meters to save money, or will it be too much of an inconvenience?

Sharon Allan, Smart Grids North America Lead, Accenture
Stan Blazewicz, Global Head of Technology, National Grid
Ralph LaRossa, President and COO, PSE&G
Dave Mooney, Center Director, National Renewable Energy Laboratory's Electricity, Resources, and Building Systems Integration Center
 
12:15 pm

LUNCH
1:30 pm

PANEL:  Exploring Carbon Risk Management
Any strategy that is adopted to reduce greenhouse gas emissions will have an impact on business costs for all sectors of industry, not just energy.  Whether cap and trade, a carbon tax or some other method, there will be costs associated with the use of carbon assets. All types of companies will need to start pricing in these costs and employ strategies to effectively project and manage them for both the short and long term. How will emissions regulation affect the entire supply chair, and how will businesses manage these costs and restrictions?

Lawrence Goldenhersh, President and CEO, Enviance
Abyd Karmali, Global Head of Carbon Markets, Bank of America Merrill Lynch
Nigel Topping, Chief Development Officer, Carbon Disclosure Project
Michael Walsh, Executive Vice President, Chicago Climate Exchange

Moderated by:
Sarah Murray, Specialist Writer on Corporate Responsibility and Sustainable Development, Financial Times

**To learn more about Carbon Risk Management, join us the following day, Friday September 25th, for a breakfast meeting for senior executives interested in the future of emissions regulation for their organization. Click here for more information or to register.
2:15 pm
PANEL:  Renewable Energy/Alternative Financing
As funding dries up, alternative energy deal makers frequently turn to new and creative financing arrangements, including public/private partnerships and unusual revenue situations. Panelists will discuss different examples of unusual energy deals using recently closed deals across the spectrum.  The discussion will be drawn from deals that these panelists have had leadership roles on, as well as commentary on current deals.

David Lincoln, Founder, MD Element Partners
Alan Salzman, CEO and Managing Partner, VantagePoint Venture Partners
Neil Suslak, Managing Director, Braemar Energy Ventures
 
3:05 pm

Coffee break and networking
3:30 pm

Afternoon Keynote:  Red, White and Green: Aligning America's Renewable Energy Initiatives with Corporate Balance Sheets
As America enacts transformational legislation to create a green economy and several million jobs, it remains unclear how corporations will align these actions with their revenue goals and shareholder demands. Can renewable energy deliver on its financial as well as its environmental promise? Will the cost of building the clean energy infrastructure render it too expensive to be practical? Can companies that supply renewable energy be as profitable to their shareholders as traditional energy companies are to theirs? This address will investigate the ability of renewable energy sources to generate profits.

Kevin Parker, Global Head of Asset Management, Deutsche Bank
3:50 pm
PANEL:  Strange Bedfellows? Exploring Business Arrangements Between
Traditional and Alternative Energy Corporations
Alternative and traditional energy companies may be working together for years to come. Many traditional energy companies have invested in renewables either by funding their own research, partnering with alternative energy companies or making strategic acquisitions. Traditional energy corporations are some of the most powerful and most profitable businesses in the world. Many renewable suppliers are looking for funds and may not be profitable for some time. As renewable energy use surges, what will happen to the traditional energy companies? Will they be able to make the switch and remain dominant players?   Will the leading traditional energy companies become the power players in the renewable energy game?  This panel looks at examples of traditional/alternative energy partnerships and discusses traditional energy's changing role.
 
Brian Bolster, MD, Head of Alternative Energy/Cleantech Investment Banking, Goldman Sachs 
Jim Imbler, CEO, ZeaChem (Portfolio Company of Mohr Davidow)
Erik Straser,MD, Head of Cleantech Group, Mohr Davidow Ventures
4:30 pm

PANEL:   Renewable Energy Products: The View Through a Traditional Prism
As more renewable energy products come online as trade-able commodities, traditional energy investors will be keeping a keen weather eye on this sector. Products like carbon, emissions credits, biofuels and others will see increased trading volume and commoditization, and what were once traded as OTC contracts may move to exchange-based ones as well.  The likelihood of a cap and trade type of system in the US is causing reverberations in these product areas. What does the future of renewable and alternative energy products across the capital markets look like?

John Kilduff, Vice President and Co-Head, MF Global
Andrew Kolchins, Director, Renewable Energy Markets, Evolution Markets
Robert Levin, Managing Director of Research & Product Development, CME Group
5:15 pm

Chair's Wrap-Up and End of Conference