8-9 March 2022 | Victoria Park Plaza Hotel, London    #SFIEU

Agenda

08:30
 - 09:00
Networking
REGISTRATION AND REFRESHMENTS
09:00
 - 09:10
Presentation
WELCOME ADDRESS FROM SOLAR MEDIA
, Head of Event Content
, Solar Media
09:10
 - 09:50
Keynote Panel Discussion
COMMODITIES, CAPEX, CAPITAL & CONFIDENCE: HOW HAVE 2021 HEADWINDS AFFECTED THE INDUSTRY?

2021 saw global headwinds have a direct and expensive impact on the solar industry as supply chain constraints and materials prices rose dramatically. This has led to some project delays and investors re-working the economics in their projects. In this panel, we ask specifically what impact this has had on investor confidence.

  • Hindsight is 2021 but what have we learnt?
  • Volatility was everywhere in 2021 and we saw gas and oil prices rise alongside other key commodities and – crucially – equipment and services for projects, what is the long-term outlook and how have these changed project economics?
  • Are we ready if interest rates increase?
  • There is often talk about a “wave” of capital and we have seen the relationship shift between investor and developer – where is this wave headed and how can developers ensure ongoing access to capital?
  • Has the cost of capital or investor expectations changed?
, CIO
, Blue Elephant Energy
, Partner
, Everwood Capital
, Managing Partner & CIO
, NextEnergy Capital
, Managing Partner
, Bluefield
09:50
 - 10:10
Presentation
EVOLVING INVESTOR PROFILE & THE NEED FOR ADVANCED TURN-KEY SOLUTIONS FOR SOLAR AND/OR STORAGE PROJECTS
  • As the sector matures, the profile of investors is evolving (first movers were specialist funds, utilities and energy companies. We are now seeing the entrance of institutional investors, non-specialist funds, private equity)
  • New investor profile (new investors manage lots of funds, have minimum equity investment requirements, are financially experienced but have limited technical knowledge with smaller teams or limited personnel)
  • This changes investor concerns and needs and means there is a need for solution providers with deep expertise who can provide cradle to grave support as both investors and project/portfolio complexity evolves
, Commercial Director Gransolar UK
, Gransolar
10:10
 - 10:50
Panel Discussion
HOW BROADER CAPITAL SOURCES ARE EXPLORING THE RENEWABLES ASSET CLASS
  • Evolution of equity investment strategies into development and construction territories
  • Lower cost of capital sources venture into smaller deals while others migrate to new geographies
  • Alternative financing products fill the gap for merchant risk using innovative debt structures

Moderated By

, Senior Director, Energy & Infrastructure Advisory
, JLL
10:50
 - 11:20
Networking
NETWORKING REFRESHMENT BREAK
11:20
 - 12:10
Panel Discussion
ENSURING BANKABLE EQUIPMENT SELECTION IN A MORE SOPHISTICATED AND COMPLEX MARKET

As module suppliers expand their ranges and what’s on offer becomes more complex (ntype, ptype, bifacial, mono, 182 mm wafers, 210 mm wafers...not to mention inverter selection!) We delve into what this means for developers and investors as they look towards projects that stand the test of time and recover higher CAPEX.

Moderated By

, Editor-in-Chief
, Solar Media
, Managing Director
, Bluefield Development
12:10
 - 12:30
Presentation
BANKABLE MODULES. REDUCED RISK. PV WARRANTY INSURANCE.

Many factors affect your solar investments, one of the biggest risks being: Will your modules still perform as promised after 30 years of operation, and will there still be a manufacturer to fulfil their warranty promises? Together, we will take a look at an example of what such a risk can mean for you and how you can protect yourself with a PV Warranty Insurance.

, Green Tech Solutions
, Munich Re
, Product Lead Photovoltaics
, Munich Re
12:30
 - 14:00
NETWORKING LUNCH BREAK
14:00
 - 15:00
Panel Discussion
EUROPEAN POWER PRICES

We’re in the middle of a gas crisis which is forcing power prices up. Other factors such as extreme weather and high penetration of intermittent power in some markets are also having an impact on power prices. How might this play out in the long term and how should investors factor these into future project development? Are these a long-term trend and how much can they serve as an offset to higher CAPEX? This session will delve into:

  • What's happening in the spot market
  • Trends in the futures market and how these are affecting power prices
  • How the solar market is reacting and could react
, Director
, EKON Strategy Consulting
15:00
 - 16:00
Panel Discussion
STRUCTURING A BANKABLE MERCHANT SOLAR DEAL

Join this session for a specific breakdown of potential merchant structures (corporate PPA, PPA with an intermediary, hedging contracts, fully merchant) and the pros, cons and revenue streams of each option. We will learn what a project sponsor needs to do to get these projects over the line and outline lenders’ appetite for merchant projects – which of the banks are comfortable with these deals and how will lenders approach each structure?

14:00
 - 15:00
Panel Discussion
PROTECTING ASSETS ACROSS THEIR LIFECYCLE

With solar assets expected to last for 30-40 years, investors need to really understand the ways to optimise projects from cradle to grave. With a large portion of EU projects being deadline-driven in the past, many assets are underperforming. What can be learnt from that, how are asset owners improving existing portfolios? When do you repower and how can you extend a project’s life without redeveloping?

, Director of Operations and Asset Management
, Low Carbon
, Commercial Director
, Alectris
, Country Manager UK
, Vector Renewables
15:00
 - 16:00
Panel Discussion
DESIGNING AND BUILDING TO AVOID COMMON PROBLEMS

This session will explore some of the recurring problems we can see in the solar industry and act as a call-to-arms for development teams, and new investors to the space, to better understand how to avoid these problems with new build projects. This session will arm you with the information you need to understand what can go wrong, why and how to ensure it doesn't happen to your projects. 

, Co-Founder and Board Member
, Enerparc
, Head of Global Business Operations
, Lightsource bp
14:00
 - 14:40
Panel Discussion
UPDATE FROM THE UK – SOLAR’S PROSPECTS AFTER THE CFD AUCTION ROUND 4
, CEO
, The Solar Trade Association
14:40
 - 15:20
Panel Discussion
UPDATE FROM GREECE: WHAT TO EXPECT AFTER APPROVAL OF THE £2.27 BILLION GREEK AID SCHEME?
, Regional Head, Energy South East Europe, Sustainable Infrastructure Group
, European Bank for Reconstruction and Development
15:20
 - 16:00
Panel Discussion
GREEN LIGHTS IN ITALY: HOW IS THE GOVERNMENT ACCELERATING SOLAR DEVELOPMENT?
, Chairman & CEO
, Solar Ventures
, Country Manager - Italy
, X-ELIO
, CEO & Founder
, Green Power Europe
16:00
 - 16:30
Networking
NETWORKING REFRESHMENT BREAK
16:30
 - 17:30
Panel Discussion
THE RISE OF THE MEGA PROJECT

This session will explore the impact that mega projects are having on the market, whether they are having any impact in communities’ appetite to live near solar projects and the appetite that lenders and investors have in this segment of the market. 

, Senior Banking Advisor
, UK Infrastructure Bank
, CEO
, The Solar Trade Association
16:30
 - 17:30
Panel Discussion
GROWING GAINS: HOW ARE INVESTORS OPTIMISING ACROSS PORTFOLIOS?

As the industry matures alongside growth in wind, storage, EVs and green hydrogen, we hear from asset owners dealing with complexity. What kind of opportunities are they seeking now? Which countries have they identified as interesting markets and how are they managing their assets to maximise performance and minimise downtime?

, Senior Technical Advisor
, Natural Power
16:30
 - 17:30
Panel Discussion
EASTERN EUROPE

This extended, hour-long panel will examine the recent effervescence in the Polish market as well as up and coming markets such as Romania and Bulgaria, leaving the audience with essential information showing how Eastern European solar opportunities can be harnessed.

, Projects and Investments Director
, Kajima Partnerships Limited
, CEO
, Econergy Group
, Managing Director and Head of NextPower III
, NextEnergy Capital
17:30
 - 19:00
Networking
NETWORKING DRINKS RECEPTION

Open to all conference attendees, we look forward to sharing a drink with you at the end of a fantastic day of content. 

19:00
 - 00:00
Networking
GALA DINNER

Join Huawei and your peers at the Solar Finance & Investment Gala Dinner for an exciting night of fun and networking at The Savoy Hotel. Tickets can only be purchased by conference delegates, speakers or sponsors.

The Savoy is perfectly located on the River Thames, in the heart of all that London has to offer. At the forefront of the luxury hotel scene for over 130 years, The Savoy offers guests an experience that continuously evolves to meet the desires of the modern traveler.