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- 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)
Mary Kathryn Lynch
- 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
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.
- 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?
- 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?
- 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?
William Trant Beloe
- 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?
- 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?
- 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?
- 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?
- 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?
- 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?
- 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
- 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?
- 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
Elizabeth Bellis Wolfe
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing firstname.lastname@example.org or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
Registration, Free Trials & Subscriptions
When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.
If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.
Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.
Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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