This is a past event. To see the list of our current events, please click  HERE
8:00 AM Eastern Time
Breakfast and Registration Open
8:50 AM Eastern Time
Opening Remarks

Lauren Kerr

Director of Programming
9:00 AM Eastern Time
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

Chief Financial Officer
Renew Financial

Alfred Griffin

New York Green Bank
9:50 AM Eastern Time
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

Head of Asset Securitization
DZ Bank AG

Stacey Hughes

Chief Financial Officer
Sunlight General Capital

Alfred Pollard

General Counsel
Federal Housing Finance Agency

Greg Saunders

Chief Financial Officer
Ygrene Energy Fund
10:20 AM Eastern Time
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 Eastern Time
Refreshment Break
11:00 AM Eastern Time
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

Partner, Deputy Chair, Corporate
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

Global Co-CEO, M&A and Transaction Solutions
Aon Transaction Solutions

Stephen Viscovich

Managing Director
Credit Suisse
11:45 AM Eastern Time
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

Senior Vice President, Head of Finance & Treasurer
Sunnova Energy Corp

Tom Denkler

Managing Director, Head of Structured Privates
12:15 PM Eastern Time
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

Portfolio Mgr. & Head of Sustainable F.I.
Brown Advisory

William Trant Beloe

Sustainability and Climate Business Lead, Asia

Michael Pacca

Portfolio Manager
J.P. Morgan Asset Management
12:45 PM Eastern Time
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 Eastern Time
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

Senior Managing Director, ABS

Wendy Zorick

Vice President, 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

President & CIO
LordCap Green; FIIN

Eric White

Chief Executive Officer
Dividend Finance, Inc.

Bert Hunter

Executive Vice President and Chief Investment Officer
CT Green Bank

Rasool Alizadeh

CFO & President of Capital Markets

Molly Whitehouse

Managing ‎Director
Newmarket Capital
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

Ecodaptive, Inc.
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

Managing Director
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


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

Managing Director

Craig Braun

Chief Capital Officer
Renovate America, Inc.

Alexandra Cooley

Chief Investment Officer
Nuveen Green Capital

Brock Wolf

Executive Director
4:05 PM Eastern Time
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

President & CIO
LordCap Green; FIIN

James Vergara

Chief Investment Officer
Home Run Financing

Nicole Lawrence

T-REX Group

Lain Gutierrez

Chief Executive Officer
CleanFund Commercial PACE Capital
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 Eastern Time
Closing Cocktail Reception, sponsored by

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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 6th Annual Green Investing Conference


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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

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  • 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.
  • Email Tracking

    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).

International Transfers

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.

Retention Periods

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.

How You Can Set Your Data & Privacy Preferences

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.

Your Rights

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
    United Kingdom


    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.

Protecting Your Data

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.

Third Party Sites

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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