This is a past event. To see the list of our current events, please click  HERE
8:00 AM Eastern Time
Registrations Opens & Breakfast
8:55 AM Eastern Time
Opening Remarks

Lewis Manson

Program Director
9:00 AM Eastern Time
Keynote Case Study: NY State Clean Energy Markets - Capital Solutions and Combined Impact
  • NY Green Bank/NYCEEC combined impact on clean energy markets
  • How NY Green Bank/NYCEEC measure success
  • The existing financial barriers in clean energy markets and how NY Green Bank/NYCEEC are creative in approaching these barriers
  • Elements of a strong transaction and how developers/investors can work with NY Green Bank/NYCEEC

John Scicchitano

Director of Philanthropic Engagement

Alfred Griffin

New York Green Bank

Susan Leeds

Co-Chief Executive Officer
New York City Energy Efficiency Corporation
9:30 AM Eastern Time
The Global Green Forecast
  • 2018 Deal Review, and what’s in the pipeline?
  • Overview of Traditional Green asset issuance volume; PACE, Solar, Green Bonds – Which will take the biggest slice?
  • What are the biggest Macro-Economic and Geo-Political factors the industry needs to take in to consideration? – Trade, Tariffs, Interest Rates, Tax, Credit Cycle etc. 
  • How much of the Green Investing sphere is attributable to Socially Responsible Investing goals?
  • How is the US comparing to Europe and Asia?
  • Effect of natural disasters on collateral and performance. Catastrophe bonds in the aftermath of California Wildfires. 
  • Corporate VS Utility markets

Benjamin Cohen

Chief Executive Officer

Richard Dovere

Managing Partner
C2 Energy Capital

Bill Zachary

Chief Development Officer
Sunlight General

Nicole Martin

Senior Director
S&P Global Ratings

Alex Kaplan

Senior Director, Head of Capital Markets

Barry Edinburg

Chief Financial Officer
Sunlight Financial
10:10 AM Eastern Time
Come Wind, Rain, or Shine: The Role of Securitization in Financing Renewable Energies
  • Updates on trends and issues surrounding Solar, Wind and Hydro renewable power securities
  • How big of a role will securitization play in getting uneconomic assets of Utility books?
  • Opportunities for Commercial Solar - Why hasn't this been as meaningfully commoditised to the degree of resi and utility.
  • As Nations and States work towards the UN Sustainability goals, how will this market respond? New products, more issuance, standardized regulations?
  • 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?
  • Who are the next wave of players looking to securitize?
  • Is the role of the Rating Agency changing? Are they adapting with the market?

Michael Mendelsohn

Executive Director
Solar Finance Council

Anadi Jauhari

Senior Managing Director
Emerging Energy and Environment Investment Group LLC

Cecil Smart

Managing Director
Kroll Bond Rating Agency

Gary Blitz

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

Stephen Viscovich

Managing Director
Credit Suisse

Brendan Keane

Senior Vice President, Capital Markets
Dividend Finance
10:50 AM Eastern Time
Networking Refreshment Break
11:20 AM Eastern Time
Quickening the PACE – Where are we at, and What’s Next?
  • Understanding the PACE program and developments in both Resi-PACE and C-PACE assets
  • States approving PACE programs: What’s next? What regulatory concerns and developments have been seen?
  • Is over-regulation such as ‘Ability to Pay’/Income Verification and Originator Licensing going to have a detrimental effect on volume?
  • Expansion into Europe: What are the foreign market opportunities? And is the EU any closer to establishing their own PACE program?
  • PACE as an alternative funding project: The best option for the customer. Is the hybrid approach of PACE-secured PPA the new approach?
  • Emerging opportunities in C-PACE for 2019 and beyond; and
  • Why lenders should consent to C-PACE.

Joseph Lau

President & CIO
LordCap Green; FIIN

James Vergara

Chief Investment Officer
Home Run Financing

Mansoor Ghori

Co-Founder & Chief Executive Officer
Petros PACE Finance

Craig Braun

Chief Capital Officer
Renovate America, Inc.

Stephanie Mah

Vice President, Structured Finance Research
DBRS Morningstar
12:00 PM Eastern Time
Case Study: Green Bank-Backed Bonds
  • Utilizing state incentives (SHREC) to facilitate structured transactions
  • Agreed upon procedure (AUP) reports
  • Additional Green Banks across the country

Panel Supported by:

Stephen Henne


Ngan Pham


Louise Della Pesca

Senior Manager, Clean Energy Finance
Connecticut Green Bank
12:30 PM Eastern Time
Delegate Luncheon
1:40 PM Eastern Time
Keynote Fireside Chat: Removing Offtaker Risk for Developers and Lenders

Context & Background

  • The biggest barrier to scale in the market for C&I solar and corporate PPAs is the lack of rated, investment grade businesses - in the US, more than 90% of business are unrated
  • Energetic Insurance has partnered with one of the largest insurance companies in the world to offer the first of its kind trade credit insurance policy which covers offtaker payment default risk, thus allowing financial institutions and capital markets to the participate with certainty and protection.  This may just be the most impactful solution for the commercial solar market since the PPA. 
  • The INM Green & Investing Symposium will be the first time that the details of our product will be released to the capital markets community

Energetic and their insurer will discuss how groundbreaking and unique insurance policies can create significant benefits for project developers, financial institutions and the capital markets, including:

  • How certain insurance can provide liquidity to the balance sheets of lenders by enabling them to syndicate and securitize their unrated or below-IG revenue streams
  • Why and how capital relief opportunities to commercial banks under the Federal Reserve's Regulation Q  can be enabled by certain insurance.
  • Applications of insurance as credit enhancement product to community solar which can create investment grade opportunities in this growing market
  • Future innovations through insurance that will expand new technologies in energy generation, efficiency, and storage
  • Discuss what SCOR has done in other industries with trade credit and NPI insurance to provide capital relief and other benefits to financial markets.
  • How insurance can work with securitization and secondary markets.

James Bowen

Chief Executive Officer, Co-Founder
Energetic Insurance

Will Thorne

Innovation Leader
2:10 PM Eastern Time
Investors’ Roundtable: Everything’s Coming up Green
  • What are investors' major focus areas and in which areas of socially responsible investing do investors see continuing to grow?
  • What are the risk to renewable investors from real-time markets? How are RE project prices settled and how is increased volatility in growing variable resource portfolios affecting this?
  • What is causing the increased turn from ‘Brown’ to ‘Green’ and a shift towards more socially responsible and ethical investment practices?
  • How has the market reacted to various social and environmental initiatives? Paris Climate Accord, United Nations, etc.

Hosted by the Fixed Income Investor Network (FIIN)





Ronald Borod

Founder and Principal
Ram Island Strategies LLC

Mike Reynolds

Managing Director
Ultra Capital

Thom Byrne

Chief Executive Officer

Laura Parrott

Senior Managing Director, Head of Private Placement Originations
Nuveen, a TIAA Company

Arun Sharma

Grovepike Associates
2:40 PM Eastern Time
Networking Refreshment Break
Commence Concurrent Tracks A & B
3:00 PM Track A
The Greatest Showdown: Solar vs. PACE
  • What are the main factors impacting market confidence in current products?
  • What entices institutional investors towards one or the other?
  • What currently makes Solar more attractive?
  • Will greater green investment diversification reduce overall portfolio risk?
  • How is risk impacted with further SRI diversity? i.e. Social
  • What project and alternative financing strategies are out there? Do these change the playing field?
  • Co-Development, Single Project Ratings, Energy Storage, New Markets?
  • Outlook for tax equity credit? What is the underwriting and compliance criteria?
  • Is the current administration helping or hindering progress in these sectors?
  • What is new in Commercial vs. Residential? Tax Incentives, ‘Brown’ Penalties etc.

Laurence Pettit

Kramer Levin

Chris Vonier

Vice President

Kent Williams

Vice President Asset Management
Vivint Solar

Brad Knyal

Chief Executive Officer
Energy Efficient Equity

Lain Gutierrez

Chief Executive Officer
CleanFund Commercial PACE Capital
3:00 PM Track B
Breaking the Mold: Examining the World of SRI and ESG
  • Demystifying SRI and ESG: Breakdown of terminologies and their relations to capital markets. What is involved in the 3 pillars of ESG, and what are the main issues? Proxy Access, Conflict Risk, Climate Change etc.
    • Where are the major projects and investment opportunities? Climate Change, Affordable Housing, Conflict Risk, Access to Medical Care, Tobacco etc.
  • Mutual Funds, ETF’s, Co-Development Projects: Analysing different investment options and entry methods
    • Will there be significant innovations in Fixed Income ESG products, and will that be enough to appease demand?
  • How is SRI evolving with the millennial generation?
  • Are there any FinTech considerations aiding SRI? E.g. Analytics and Data. How big of a role does access to data play in SRI decision making?
  • How long will it be until we begin to see a dominant framework for the measurement of social and environmental impact?
  • Can we reach a general consensus on what is considered socially responsible, or are individual values too subjective? E.g. Faith based SRI

Michael Ferguson

Senior Director and Analytical Manager, Sustainable Finance Americas
S&P Global Ratings

Bryan Birsic

Chief Executive Officer

Andrew Steel

Managing Director
Fitch Ratings

Amanda Samai

Managing Director
Counterpointe Sustainable Real Estate

Manish Kapoor

Managing Principal, Vice Chairman
West Wheelock Capital, Fixed Income Inv.
3:40 PM Track A
Community Solar: All for Sun and Sun for All!
  • 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


Laura Stern

Nautilus Solar Energy, LLC

Jesse Grossman

Chief Executive Officer

Daniel Poydenis

Chief Executive Officer
Sea Oak Capital

Jeff Weiss

Executive Chairman
Distributed Sun
3:40 PM Track B
It Pays to be Good: ESG Return Profiles
  • What makes SRI and ESG considerations top priority for Investors? Client demand, company mission, returns, risk, fiduciary duty, regulatory compliance 
  • How positive are the returns? Are these investments outperforming the market and worth the risk?
  • Balancing Risk and Return
  • Can socially responsible ‘brown’ investments be made green?
  • Financial analysis, negative, positive, and hybrid screening: Methods and processes
  • Risks and rewards for co-development structures and single project ratings?
    • Is early investment and latching to developments sustainable for positive long-term returns?

Molly Whitehouse

Managing ‎Director
Newmarket Capital

Brian Rice

Portfolio Manager

Kristian Hanelt

Managing Director
Ultra Capital LLC

Sanaz Raczynski

Head of Sustainability, Real Assets and Private Markets

Tess Virmani

Assoc. General Counsel & EVP, Public Policy
Loan Syndications and Trading Association
4:20 PM Track A
Green Bond Principles: Adopting a Framework
  • What is attracting more investors to Green Bonds?
  • What developmental ‘Road Blocks’ stand in the way of Green Bonds being classified as a matured asset class?
  • How can the ICMA principles be adopted in to a global set of standards? Would this help standardize Green Bonds and grow the US market?
  • What regulatory lessons can be learned from Europe and China?
  • What are the benefits and challenges for investors in this area?
  • Can we fully eliminate ‘Greenwashing’ through well defined evaluation criteria?

Larissa Padden


Joshua Linder

Credit Analyst
APG Asset Management US Inc.

Lisa Bozzelli

Director, Multifamily Capital Markets
Fannie Mae

Rasool Alizadeh

CFO & President of Capital Markets

Alexandra Cooley

Chief Investment Officer
Nuveen Green Capital
4:20 PM Track B
Credit-Enhancement, Loan-Loss Reserves for the uptake Green Investments
  • Rationale for “de-risking” Green Investments
  • Unlocking Private Capital for Green Investments
  • Mechanisms available under credit-enhancement schemes
    • Partial Credit Guarantee (PCG)
    • Partial Risk Guarantee (PRG)
    • First-Loss Provisions (FLP)
    • Contingent Loans (CL)
    • Viability Gap Funding (VGF)
  • Application of bi-lateral Credit-Enhancement for Green Structured Finance deals
  • What are States doing to promote Green Investments
  • Role of Philanthropic for contingent grant-based credit-enhancement

John Joshi

Director of Financing Solutions

Todd Parker

Director of Programs
Michigan Saves

James McIntyre

Director of Capital Markets
New York State Homes and Community Renewable (NYSHCR)

Trevor D'Olier-Lees

Senior Director, Sector Lead
S&P Global Ratings

Chris Magalhaes

Chief Investment Officer
Inclusive Prosperity Capital
5:00 PM Eastern Time
7th Annual Green Investing Conference Closes & Cocktail Reception Commences
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(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 7th Annual Green & SRI Investing Symposium


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Information Management Network - Privacy Notice

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    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.
  • 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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