8:00 AM
Breakfast and Registration Open
8:50 AM
Opening Remarks

Lauren Kerr

Conference Producer
9:00 AM
The Global Green Forecast: A Year in Review and Where Are We Headed?
  • The lay of the land: 2017 deal review and future ‘shades of green’ on the energy finance spectrum
  • Overview of PACE deals, solar ABS, green bond issuance, and growing bank lending volumes: How does the pie chart of green financing compare right now, which sector will take the largest slice?
  • Political influence: How are macroeconomic and political factors affecting the green asset class? How will it evolve in the States at the local and federal level?
  • Will new California legislation improve prospects for this market and allow other states to follow suit in the absence of federal leadership?
  • Europe as a market leader: With over $100B of green bond issuance in the last 12 months, how can the United States follow suit?
  • Forecast interest rates, tax policy changes, and the consumer credit cycle. When is the best time to issue, taking into consideration cost of funds, health of the consumer and its impact on ABS?
  • Effect of natural disasters: Impetus for change to a green grid (Puerto Rico) or risk to the performance of deals due to collateral damage (i.e. destruction of homes with solar panel installations)

Benjamin Cohen

Chief Executive Officer

Billy Parish

Chief Executive Officer

Scott Zajac

Chief Executive Officer
Rockwood Group

Katrina Niehaus

Managing Director
Goldman Sachs

Mary Kathryn Lynch

Executive Vice President, Capital Markets
Renew Financial

Alfred Griffin

New York Green Bank
9:50 AM
Policy and Politics
  • Impact of the tax reform: How might this affect certain issuances? What characteristics will be required to structure deals? How do lower tax rates impact investment decisions?
  • Section 201 trade case: What will be the outcome on the solar industry? 
  • Tariff imposition: The effect on installation pricing? How will this impact residential, commercial and utility scale solar?
  • How will the current administration affect regulations, taxes and issuances at a federal and state level? Will the CFPB get involved?
  • The California bill passage: Will this allow for clearer visibility and sustainability of PACE? What states are looking to follow the California model?
  • Continuing the FHFA debate
  • What is the climate of state regulation around renewable energy financing?
  • The effect of tax equity on solar refinancing: Managing long term relationships, sponsors and own term providers

Christian Haesslein

DZ Bank AG

Stacey Hughes

Co-Founder & Managing Partner
Sunlight General

Alfred Pollard

General Counsel
Federal Housing Finance Agency

Greg Saunders

Chief Executive Officer
CleanFund Commercial PACE Capital, Inc.


10:20 AM
What's New: Developments Affecting Deals

An update on Trump administration policies, legal and tax issues that are in play in deals and before Congress, Treasury, the IRS and the courts.

Keith Martin

Co-head of Projects
Norton Rose Fulbright

Andrew Coronios

Norton Rose Fulbright

Patrick Dolan

Norton Rose Fulbright US LLP
10:45 AM
Refreshment Break
11:00 AM
Solar ABS: Are Deal Structures Maturing?
  • Solar issuance hindsight: How are portfolios performing? What metrics are being used, and are we seeing a return of those utilized 5-6 years ago? Is/how is FICO impacting performance?
  • How are securitizations actually performing (default triggers and cash flow)?
  • Creating transparency in the channel: Analysis of deal structures and models
  • How have deals matured and changed over several years? What are investors looking for?
  • Do the current ABS deals have adequate backup/transition plans? How can these be enhanced?

Jamie Kocis

Kramer Levin

Kent Williams

Vice President Asset Management
Vivint Solar

Ronald Borod

Founder and Principal
Ram Island Strategies LLC

Thom Byrne

Chief Executive Officer

Gary Blitz

Senior Managing Director
Aon Transaction Solutions

Stephen Viscovich

Managing Director
Credit Suisse
11:45 AM
Quick Fire Investors’ Roundtable 1: Solar Loan or Lease Versus PACE Showdown
  • How do you diversify your green investments in order to reduce your overall portfolio risk?
  • Are solar ABS bonds still the most attractive pick for investors? How does this compare to PACE?
  • What has influenced investors’ increased comfort level with the products being offered?

Richard Dovere

Managing Partner
C2 Energy Capital

Chris Smith

Former Managing Director & Treasurer
Hannon Armstrong

Tom Denkler

Managing Director, Head of Structured Products
12:15 PM
Quick Fire Investors’ Roundtable 2: Green Bonds
  • What is attracting more investors to Green Bonds?
  • Has the retraction of the Paris Climate Deal had any effect on the growth of green bonds?
  • What are investors' major focus areas and in which areas of socially responsible investing do investors see continuing to grow?
  • As technology improves, what risks are associated with underwriting these developments?
  • Is an exchange listing viewed as something that would help acceptance or liquidity in the market?
  • Divestment regime occurring with institutional investors and financiers: What’s giving them the return? Are fossil fuel stocks being eliminated? 

Elias Katz

Senior Vice President, Fixed Income Sales and Trading
Drexel Hamilton

Amy Hauter

Associate Portfolio Manager
Brown Advisory

William Trant Beloe

Sustainability and Climate Business Lead, Asia

Michael Pacca

Portfolio Manager
J.P. Morgan Asset Management
12:45 PM
Delegate Luncheon Featuring Keynote Fireside Chat & Sponsored By

Max Adams

Global Securitization Editor

Dan Dresser

Vice President, Credit Pricing and Capital Markets
Fannie Mae
1:50 PM
Commence Concurrent Tracks A and B
1:50 PM Track A
Solar Financing Tool Kit: Loan vs. Lease Securitizations
  • PPAs versus loans securitization: Pros and cons of various business models. Where are the opportunities?
  • Defining key terms of solar ABS
  • State of the industry under the current administration? Has anything significantly changed in the last year?
  • Outlook for tax equity credit? What is the underwriting and compliance criteria?
  • What are the obstacles issuers are facing coming to market?  What size is necessary to scale transactions and remain effective? How do first time issuers break the barrier?
  • How do institutional investors choose one asset class over another?

Eric Neglia

Managing Director
Kroll Bond Rating Agency

Wendy Zorick

VP, Capital Markets

Daniel Poydenis

Chief Executive Officer
Sea Oak Capital

Jonathan Lam

Senior Vice President
Morningstar Credit Rating

Matt Potere

Chief Executive Officer
Sunlight Financial


1:50 PM Track B
Overview of Green Securitization Potential
  • Which states are leading the way with green initiatives?
  • Does securitization fit?
  • Recap of 2017 issuance:
    • First green CMBS deal
    • Fannie Mae was the largest green bond issuer in 2017 with $21bn of mortgage-backed securities
  • As nations and states attempt to ban fossil fuel cars, will this spur more Green ABS deals?
  • Climate change preparedness: What can be done to mitigate risk?

Joseph Lau

Managing Director
Lord Capital

Eric White

Chief Executive Officer
Dividend Solar

Bert Hunter

Executive Vice President and Chief Investment Officer
Connecticut Green Bank

Rasool Alizadeh

Head of Capital Markets & ABS
Ygrene Energy Fund

Molly Whitehouse

Mariner Investment Group
2:35 PM Track A
Holding on to That Sunshine
  • Managing your finance strategies as technology certainty improves: Storage and other maturing markets
  • Who are the next wave of players looking to securitize?
  • Is energy storage the new game changer for investors?

Adam Shor

Shor Power

Joseph Eisenberg

Director - Project Finance

Jessica Robbins

Director, Structured Finance
Sol Systems, LLC

Benjamin Cook

Managing Partner
NextPower Capital
2:35 PM Track B
Green Bond Principles
  • Lessons learned from Europe
  • How can we standardize green bond principles to grow the market in the states?
  • Benefits and challenges for investors
  • 2017 recap: ICMA’s report on social and sustainability bonds standard that mirror the same framework of the Green Bond Principles: Will this spur market growth into not just environmentally related issuance, but social as well (e.g. Fannie Mae workforce housing deals) or will this terminology confuse investors and clutter the space?

Daniel Shurey

Bloomberg New Energy Finance

Orith Azoulay

Global Head of CIB Green and Sustainable Hub

Eric Glass

Senior Portfolio Manager

Mike Reynolds

Ultra Capital
3:20 PM Track A
Community Solar: Is There a Sunny Outlook?
  • Is there a way to make community solar feasible for all?
  • What effect does government support have? What are other avenues for funding? Opportunities for local partnerships?
  • Is community solar a real investor opportunity? What are the available models and potential risks?
  • What are other ways to finance the broader world of green? Do we move outside of solar and look to wind?

Nathan Gabig

Managing Director

Tom Athan

Managing Partner & Co-Founder
Altus Power America Management

Chris Diaz

Seminole Financial Services

Chris Hunter

Chief Capital Officer
Clean Energy Collective
3:20 PM Track B
The PACE Universe
  • PACE as an alternative funding project: The best option for the customer. Is the hybrid approach of PACE-secured PPA the new approach?
  • Understanding the PACE program and developments in both Resi-PACE and C-PACE assets
  • States approving PACE programs: What’s next?
  • Underwriting challenges, opportunities and tips for investors
  • Regulatory concerns and developments
  • What will drive volumes for the year ahead? Is there potential for differentiating commercial from residential? How do these compare to other sources of capital?
  • Expansion into Europe: What are the foreign market opportunities?
  • Is the EU any closer to establishing PACE programs which allow access to financing in a similar fashion to the US?
  • Investment opportunities: Are EU investors looking for green bond investments internationally? How many investors have a bucket for it? What are the tax implications?

David Sykes

Chapman and Cutler LLP

Chris Miller

TIAA Investments

Craig Braun

SVP, Head of Capital Markets
Renovate America

Alexandra Cooley

Co-Founder and Chief Investment Officer
Greenworks Lending, LLC

Brock Wolf

Executive Director


4:05 PM
Refreshment Break
4:20 PM Track A
Support Structures for Credit-Enhancement: Renewables & Energy Efficiency
  • Supporting renewable and energy efficiency with contingent grants as credit-enhancement uptake
  • Portfolio insurance as loan loss reserves and potential to leverage capital from private sector green bonds
  • Foundations and philanthropies use of grant capital to leverage private sector investments for low moderate community for renewables for green bonds support
  • Social finance with credit-enhancement from State Energy Offices
  • Portfolio insurance to support green bond (renewable, energy efficiency) uptake

John Joshi

Director of Financing Solutions

John Scicchitano

Director of Philanthropic Engagement

Kim Dempsey

Deputy Director
The Kresge Foundation
4:20 PM Track B
Standardization for PACE Programs: Will Other States Follow California?
  • Update on the surrounding evolving industry: Will states follow California’s legal standardization? How is it working and what lessons can be taken from this?
  • What competing models exist for PACE financing?
  • Did California meet or exceed expectations with regards to the goals and outcomes relating to the recent AB1284 and SB242 legislation?
  • Will these rules help or hinder establishing a cohesive national standard regarding protections?
  • How has this helped to demystify risk for the PACE investor? Will this improve regulatory framework, affect asset quality and boost issuance volume? 

Joseph Lau

Managing Director
Lord Capital

James Vergara

Managing Director

Nicole Lawrence

T-REX Group

Lain Gutierrez

Senior Vice President
5:05 PM Track A
Women Go Green
  • Promoting diversity and the power of the female within your team 
  • How to encourage engagement across all levels of seniority 
  • Building a successful team in the Green Investing market

Dana Sands

Managing Director
Energy Infrastructure Partners

Melinda Baglio

Head of Acquisitions and General Counsel

Laura Stern

Nautilus Solar Energy, LLC

Elizabeth Bellis Wolfe

Vice President, Investment and Portfolio Management
New York Green Bank
5:35 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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