Agenda

LP-GP Forum: Clean Energy & Sustainability

8.15am – 8.50am
Networking Breakfast & Registration  

8.55am – 9.15am
Welcome Address

9.15am – 9.45am
Keynote Presentation: Key opportunities and challenges facing green private equity investment in 2012

Marcel Brinkman, Partner, McKinsey & Co

9.45am – 10.30am
LP Panel: Making measured investment decisions in a volatile market

• Will 2012 be the year institutional investors step up their capital commitments to clean energy?
• How does the track record of fund managers in the space hold up? Is it strong enough to drive future allocations into sustainability?
• Is clean energy winning the fight to feature on LPs’ agendas in the current tough financial climate?

Enrico Canu, Investment Officer, European Investment Bank
Roger Ammoun, Director, Customised Fund Investment Group, Credit Suisse Alternative Investments
Till Burges, Vice President, HarbourVest
Julia Clark, Director, Private Equity Funds, F&C Investment
Magnus Goodlad, Head of Environmental Technology, Hermes GPE
Nino Tronchetti Provera, Ambienta (moderator)

10.30am – 11.00am
Presentation: Environmental Sector: Bubbles or solid trends?
Nino Tronchetti Provera, Ambienta SGR

11.00am – 11.45am
Networking Break

11.45am to 12.30pm
GP Panel: Driving value across private equity portfolios 

• How do GPs actively add value to portfolio companies when there is such a tight shortage of capital?
• Have sector specialists experienced difficulty as exit opportunities for cleantech companies remain constrained?
• How can GPs yet show evidence that sustainable investments lead to better returns?

Simon Drury, Climate Change Capital
Alasdair Maclay, Actis
Shaun Kingsbury, Hudson Clean Energy Partners
Toby Coppel, Virgin Green Fund

12.30pm to 12.50pm
Presentation – Post-Fukushima:  How to still realise a 10% IRR with late stage solar and wind investments
Tobias Reichmuth, SUSI Partners

12.50pm to 2.00pm
Networking Lunch

2.10pm to 2.40pm
Presentation – Climate change and the investment challenge 
Greg Barker, Minister for Energy and Climate Change, UK Department of Energy & Climate Change

2.40pm to 3.25pm
Infrastructure Panel: Investing in large-scale clean power projects

• Why is now the time to invest in renewable energy infrastructure projects with such policy uncertainty across Europe?
• How do you shield against supplier defaults and planning risks?
• With the absence of bank financing, what other routes to finance are open to infrastructure investors currently?

3.25pm to 4.00pm
Networking Break

4.00pm to 4.45pm
Venture Capital Panel: Profiting from technology risk

• How successful are VCs in raising money for early-stage investments or are LPs preferring to invest in growth capital-focused funds?
• How do European investment structures currently compare to the rest of the world with regard to syndication and exits?
• What are they keys to driving success and growth in a cleantech portfolio company, both with and without a strategic partner?

Nicolas Chaudron, IDInvest (moderator)
Gina Domanig, CFO, Emerald Technology Ventures
Bart Markus, General Partner, Wellington Partners
Marc Lambrechts, Senior Investment Manager, Capricorn Venture Partners NV

4.45pm to 5.30pm
LP Panel: Managing the LP-GP relationship

• At the start of 2012, what are the key focus points of dialogue between LPs and GPs investing in this sector?
• With a continued shortage of capital in global markets, how can GPs best maintain good relationships with LPs?
• How can GPs make their propositions more attractive and how best should they keep LPs updated with plans?

Christine Panier, European Investment Fund
Richard Sachar, Director, AltAssets
Philippe Ringenbach, EDF
Michael Russell, Partner, Executive Director, Altius Associates

5.30pm Closing Remarks

5.30pm Reception Drinks