7:45 AM
Breakfast and Registration Open
8:45 AM
Opening Remarks

Caitlin Fitzpatrick

Vice President, Investor & Issuer Relations
Information Management Network
9:00 AM
The Green Landscape for Investing: What, When, Where and Why?
  • 2016 issuance – volumes, deals, new issuers, new investors.
  • Comparing transactions for PPAs, PACE, loan programs, green investing and energy storage in 2016.
  • Outlook for volume and variety of financing for 2017.
  • What are the macroeconomic and macro political factors that will impact issuance in 2017?
  • Exploring opportunities for innovations including energy storage.
  • How will the investor base grow?

Max Adams

Global Securitization Editor

Jigar Shah

Generate Capital Inc

Charlie Gay

Director, Solar Energy Technologies
U.S. Department of Energy

Jeffrey Schub

Executive Director
Coalition for Green Capital

Brian Feit

Managing Director, Investment & Portfolio Management
NY Green Bank

Benjamin Cohen

Chief Executive Officer
9:50 AM
Lessons Learned
  • Overview of U.S. Solar ABS Issuance
  • Securitizing Inverted Lease vs Friction Points in Securitizing Partnership Flip: strengths and weaknesses
  • Where do we go from here? The challenges and opportunities

Stephen Viscovich

Managing Director
Credit Suisse

Thomas Plagemann

Executive Vice President
Vivint Solar

Katya Baron

Managing Director

Jason Cavaliere

Vice President

Gary Blitz

Senior Managing Director
Aon Transaction Solutions
10:20 AM
Refreshment Break
10:40 AM
Policy and Regulatory Climate – Forecasting Sunny Skies or Thunderstorms?
  • What ramifications will the recent political shift have on the renewable sector?
  • How will a renewed focus on “carbon based” energy sources impact demand for renewables?
  • What role will the current government play in fostering growth and investment in the renewable energy sector?
  • How big are the challenges facing the growing energy finance market given the potential policy framework changes around supporting green energy?
  • What is the future of green finance in states whose budgets are fueled mostly from the federal government or have not supported it to date?
  • Analysis Reforming the Energy Vision (REV) - New York State program.  

John Joshi

Director of Financing Solutions

Ari Matusiak

EVP of Market Development and External Affairs
Renovate America

Alfred Pollard

General Counsel
Federal Housing Finance Agency

Greg Hale

Senior Advisor to the Chairman of Energy & Finance
Office of the Governor, State of New York


11:30 AM
The Trump Effect on Tax Equity and Debt

Andrew Coronios

Norton Rose Fulbright US LLP

Keith Martin

Norton Rose Fulbright
12:00 PM
Shades of Green: Institutional Investors’ Roundtable on Finding Relative Value in the Sector
  • What are investors' major areas of focus and where do they see change happening? 
  • What is needed to entice larger, institutional buyers to the green sector?  
  • Are institutional investors more comfortable with one particular green asset class over another, and why?
  • The role of green bonds in the socially responsible investment portfolio.
  • Identifying investors' major areas of concern, and how are issuers responding? (Due diligence, data availability, and transparency, historical asset performance information)

Adam Shor

Shor Power

Dana Sands

Managing Director
Energy Infrastructure Partners

Tom Denkler

Managing Director, Head of Structured Products

Dave Levy

Vice President
State Street Bank and Trust Company

Scott Zajac

Chief Executive Officer
Rockwood Group
12:50 PM
Commence Concurrent Tracks “A-C”
2:00 PM Track A
Solar Roll Up - The Maturing Market
  • Profiling the current investor pool and growing role of private equity.
  • Addressing revising strategies.
  • Why is there an increase in large funding?
  • What effect will the recent uptake in commitments have on current players?
  • How reliant is the industry on government support?
  • Where is the industry scalable?  Where does scale offer diminishing returns?

Prashant Mupparapu

Senior Managing Director

Stacey Hughes

Co-Founder & Managing Partner
Sunlight General

Eric White

Chief Executive Officer
Dividend Solar

Jeffrey Brown

Managing Director
J.H. Whitney Investment Management LLC

Ronald Borod

Founder and Principal
Ram Island Strategies LLC
2:00 PM Track B
What is a Green Bond?
  • Principles of green bonds
  • Life cycle: Use of Proceeds, Project Evaluation & Selection, Management and Reporting
  • Why bother to obtain the green bond label?
  • What are eligible project categories are being financed and how?
  • Which states are leading the way with green initiatives?
  • Does securitization fit? What are some of the risks and challenges in applying ABS technology to renewable assets?
  • Differentiating Shades of Green (Light Green vs Dark Green, Pricing variations)

Melanie Gnazzo

Chapman and Cutler LLP

Amy Hauter

Associate Portfolio Manager
Brown Advisory

Arun Sharma

Chief Investment Officer, Global Financial Markets

Rasool Alizadeh

Head of Capital Markets & ABS
Ygrene Energy Fund

Trevor D'Olier-Lees

S&P Global Ratings
2:00 PM Track C
  • 2016 Developments in C-PACE space and what lies ahead.
  • Lender consent program guidelines across state lines.
  • How does PACE financing compare with other sources of capital for different types of property owners?
  • C-PACE underwriting challenges for lenders, rating agencies and investors?
  • What is the best comparison for C-PACE – R-PACE, CMBS, small business?
  • What will drive volumes in 2017? 

Michael Mendelsohn

Senior Director of Project Finance and Capital Markets
Solar Energy Industries Association

Robert Sanders

Senior Finance Director
Clean Energy Group

Greg Saunders

Chief Executive Officer
CleanFund Commercial PACE Capital, Inc.

David Traverso

Cortland Capital Market Service

Phoebe Xu

Senior Vice President - ABS
Morningstar Credit Ratings, LLC
2:45 PM Track A
The Great Solar Debate: Loans vs Leases
  • An in-depth look of varying business models, customer value proposition, cost of financing, customer motivations.
  • Lease versus loan securitization: What does the pipeline for new issuance look like?
  • The impact of falling soft costs on customer preference.
  • Impact of electricity prices on performance of each product.
  • Interest rate vs escalation rate.
  • Opportunities and obstacles.
  • What is the future of the loans?
  • Crystal Balling leases in 10 years.
  • Review of Fannie Mae’s HomeStyle Energy Mortgage.

Gilbert Liu

Kramer Levin

Bill Hallisey

Managing Partner
New World Capital

Rhys Marsh

Managing Director, Impact Investments
Avenue Capital

Michael Ruehlman

Co-Founder, President
Sunlight Financial, LLC

Albert Luu

Principal, Global Capital Markets

Nathan Gabig

Managing Director


2:45 PM Track B
Issuers' Perspective Case Study: MTA & NYS Housing Finance Agency
  • Reasons for issuing green bonds?
  • Investor appetite? Is it industry or asset specific?
  • Connecting the front and back end - giving an advantage to the borrower.
  • Who are the green bond verifiers?
  • Initial disclosures and intended use of proceeds.

Alfredo Quintero

Senior Managing Director
Ramirez & Co., Inc

Marian Zucker

Sector Lead- Housing Group
S&P Global

Pat McCoy

Director, Finance
Metropolitan Transportation Authority of New York City
2:45 PM Track C
  • What is the size/scope of the Resi-PACE sector?
  • Addressing consumer protection concerns.
  • Managing lack of standardization.
  • Who are the issuers? What are the underlying assets being used for?
  • New launches in Florida and Missouri – Who will be the next state?
  • Challenges of entering new states (signing up contractors, governments, what can / cannot be scaled etc)
  • Differences with C-PACE?  Friend or Foe?

Ray Hugel

Macquarie Group

David Gabrielson

Executive Director

Cecil Smart

Senior Director
Kroll Bond Rating Agency

Cisco DeVries

Chief Executive Officer
Renew Financial
3:30 PM
Refreshment Break
3:50 PM Track A
Community Solar
  • How can Community Solar be monetized?
  • Can it be profitable without government subsidy?
  • States best practices.
  • SunShot Solar Outreach Partnership (SolarOPs)
  • Comparing available models.
  • Federal and State incentives (Special Purpose Entities vs Utility Sponsored)
  • What are the risks to Community Solar?
  • How best to finance Community Solar?

Bruce Bedwell

Chapman and Cutler LLP

Paul Spencer

President and Founder
Clean Energy Collective (CEC)

Chris Diaz

Seminole Financial Services

Roger Clark

Director of Clean Energy
Reinvestment Fund

Jeff Weiss

Co-Chairman & Managing Director
Distributed Sun
3:50 PM Track B
Data and Analytics: Innovations for the Green Bond Sector
  • Green bonds indices: how do they help institutional investors get in the game?
  • Role of data analytics in pricing and bond valuation
  • Impact reporting
  • Demonstrating the premium – is there a premium?
  • The role of index providers in green bond risk management.

Anadi Jauhari

Senior Managing Director
Emerging Energy & Environment Investment Grp

Todd Cort

Lecturer in Sustainability
Yale School of Mgmt, Forestry & Environmental Studies

Sarah Wilson

Director, ESG Investing, Responsible Investment
TIAA Investments

Lev Dynkin

Managing Director, Research


3:50 PM Track C
Establishing Best Practice Guidelines and Standardization for PACE Programs
  • Exploring various standardization initiatives; will a cohesive national standard emerge? Who will lead the charge?
  • Will the DOE develop a one size fits all recommendation?
  • Will new protection recommendations result in aversions to specific types of clients?
  • California consumer protections act: will it set the precedent for launch states? How the suggested protections can help to de-risk the asset class for the PACE investor?
  • Rating Agency Perspective on importance of standardization and best practices.

Elizabeth Bellis Wolfe

Counsel & Director of Finance Programs
Energy Programs Consortium

Stacey Lawson

Executive Vice Chairman
Ygrene Energy Fund

Bert Hunter

Executive Vice President and Chief Investment Officer
Connecticut Green Bank

Chuck Weilamann

Managing Director
4:35 PM Track A
Demystifying Risk
  • What are the strategies to address the investors’ concerns?
  • How can disclosure and reporting be strengthened?
  • Analytics and software innovations for assessing and managing risk.
  • How can disclosure and reporting be strengthened?
  • Addressing production and credit risk.

Kent Williams

Vice President Asset Management
Vivint Solar

Tom Tansy

SunSpec Alliance

David Arfin

Chief Executive Officer
First Energy Finance

Laura Stern

Nautilus Solar Energy, LLC
4:35 PM Track B
  • What happens when green bonds don’t fit into the ICMA principles?
  • Application to the US Markets.
  • How to avoid greenwashing.
  • Tips for identifying greenwashing.

Henry Shilling

SVP, Environmental, Social & Governance, Ratings/Research
Moody’s Investors Service

Harald Francke Lund

Senior Climate Finance Specialist

Guy Van Syckle

Hannon Armstrong


4:35 PM Track C
PACE Issuance Appetite
  • What are the benefits and burdens for issuers?
  • What is the outlook for issuance volume?
  • What lessons have we learned?
  • What hurdles did you encounter?
  • Private vs Public Placement
  • C-PACE vs Resi PACE

Christian Haesslein

DZ Bank AG

Alexandra Cooley

Co-Founder and Chief Investment Officer
Greenworks Lending, LLC

Jean Dunn

Founder & CEO
Structured Finance Associates

Craig Braun

SVP, Head of Capital Markets
Renovate America

Mary Kathryn Lynch

Executive Vice President, Capital Markets
Renew Financial


5:20 PM
Closing Cocktail Reception, Sponsored By

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Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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