This is a past event. To see the list of our current events, please click  HERE
8:00 AM Eastern Time
Registration Opens & Breakfast
9:00 AM Eastern Time
IMN Welcome & Opening Remarks
9:05 AM Eastern Time
Let there be Light: Global Green Market Overview
  • How is the macro-economic and political environment affecting ESG and Green markets? Who are the global leaders in investing for impact, and what lessons can other learn from them? Market comparisons from the US, Europe and Asia.
  • 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.
  • As Nations and States work towards the UN Sustainability goals, how will the capital markets react? In what ways can new products, greater issuance, and standardized regulations assist in effecting change?
  • Overview of Traditional Green asset issuance volume; PACE, Solar, Green Bonds – Can we expect any one of these existing areas to take the largest slice? How much of these sectors are views as holistically attributable to the ESG market, and what others are emerging?
  • Effect of natural disasters on collateral and performance. Will Catastrophe Bonds become the new norm in the face of global wildfires and other disasters? Will this finally bring them in to the fold of Green and Impact assets?
9:45 AM Eastern Time
A Force to be Reckoned with: Solar & Renewable Energy Securitization
  • Review of recent transactions, and expectation for forward issuance. Trends and challenges, issuance volumes, deal structures, innovative features etc. How is Solar comparing to other Green Assets?
  • What obstacles are issuers facing coming to market? What size is necessary to scale transactions and remain effective? How do first time issuers break the barrier?
  • Outlook for distributed solar: How are utilities responding? What impact is and/or will ITC step down have, and what are the key technological drivers?
  • Opportunities for Commercial Solar - Why hasn't this been as meaningfully commoditized to the degree of Resi and Utility.
  • Who are the next wave of players looking to securitize?
  • Utility Securitization: how big of a role will securitization play in getting uneconomic assets off Utility books?
  • How are these purpose built ESG products assessing their impact against each ESG metric?

Alex Kaplan

Senior Director, Head of Capital Markets

Eric White

Chief Executive Officer
Dividend Finance
10:30 AM Eastern Time
Empire State of PACE: New York in Focus
  • What is happening in NY PACE? What are the main differences between the municipalities i.e. program administrators, implementation timelines, documentation etc.
    • How can Manhattan be brought in to the fold?
  • NYSERDA Guidelines – Overview of NYSERDA guidelines, comparison to other states and applicability to other growing PACE markets?
  • How can we reduce the friction in closing deals so we can boost market volume?
  • Impact measurement and verification – what analytics and data is required to report on this successfully? What analytics and data may be collected in the future, to continue to increase the applicability of the program?
  • How can state government assist with PACE progress in NY?
  • What is the timeline for new construction eligibility? How is the market opportunity viewed between new construction and retrofits, and how does this differ between NY state and NY city? How does lender consent factor in to new builds vs retrofits?

Susan Morth

Chief Executive Officer
Energy Improvement Corporation NY PACE

Eric Alini

Managing Partner
Counterpointe Sustainable Real Estate

Laura Laumont

Vice President, Product & Capital Strategy
Nuveen Green Capital
11:00 AM Eastern Time
Networking Refreshment Break
11:30 AM Eastern Time
In to the Matrix: Examining ESG Strategies
  • What are the implementation challenges and risks when it comes to ESG for ABS, compared to other financial instruments?
  • Exclusionary and Positive Screening techniques, ESG Integration and Active Ownership: What approaches exist and how can investors choose to maximize ROI?
  • What are the key stakeholders requirements and how does this shift the approach taken in choosing the best strategy and methodology?
  • Manager selection processes: How can these be incorporated, do these differ and what qualities appeal to investors most?
  • What is the range of returns relating to ESG investments, and how do investors view these (absolute returns or relative to all investments)? Are such investments outperforming the market and worth the risk?
  • How do investors rank order, societal benefit vs. economic returns?

Matthew Plomin

Senior Credit Analyst
12:10 PM Eastern Time
Impact Keynote: Women Making Waves, with Liz Luckett, RISE & The Social Entrepreneurs’ Fund

Presented by Helen Avery, Social and Environmental Editor of Euromoney Magazine, and in partnership with 100 Women in Finance, Liz Luckett will share her experiences on investing for higher impact. Topics will include;

  • Financing Social Impact Companies – Where are they? And what are the impediments to these companies not being properly funded?
  • What is the role of technology and data in helping low income communities – what more can be done to support these efforts?
  • How can finance and technology play a supportive role within the criminal justice system and for a range of wider social causes?

Helen Avery

Social & Environmental Finance Editor
Euromoney Magazine

Liz Luckett

Managing Partner
The Social Entrepreneurs' Fund (TSEF)
12:40 PM Eastern Time
Delegate Luncheon
1:40 PM Track A
Watch this PACE: Expanding Commercial Momentum
  • Analysis of 2019: landmark transactions, new and growing markets
  • What is the status around environmental law? What markets have added stringent requirements, and which are ‘in play’? Is this helping or hindering the development of the C-PACE market? 
  • New Construction vs. Retrofitting: what are considerations specific to each?
  • Is the current regulatory environment bolstering the PACE market and, if so, how?
  • Gap financing and Tax Credit considerations. How can this affect cost, pricing, and returns?
  • ESG considerations for C-Pace: How are environmental benefits measures for these transactions? How do social and governance aspects apply here? i.e. Tax Credit incentives for investment in economically distressed and low income areas.

Alexandra Cooley

Chief Investment Officer
Nuveen Green Capital

Lain Gutierrez

Chief Executive Officer
CleanFund Commercial PACE Capital

Mansoor Ghori

Co-Founder & Chief Executive Officer
Petros PACE Finance
1:40 PM Track B
Supply & Demand: Allocator Mandates and Asset Exploration
  • With the current limited volumes of available ESG assets, where are new products expected to come from? Should market participants view the greatest source of new offerings to come from "building" new assets and portfolios from scratch or looking towards existing legacy assets?
    • Outside of purpose built 'green' products that align with ESG principles, where is the supply of new products going to come from? Can we re-evaluate exisiting asset classes such as; ABS, RMBS, CLO, CMBS etc? Is this where new product innovation is ging to come from (ESG CLOs, green ABCP, transition bonds)?
  • What are asset allocators looking for, for their clients' portfolios? How can investment managers meet these requirements, and is the supply out there to match the increasing demand?
  • With a large focus on green ESG assets, what will be the next sectors to evolve towards ESG and what is currently holding them back?
  • Are there specific area (E vs. S vs. G) in which allocators are most interested today?

Robert McDonough

Assistant Treasurer
Angel Oak Capital; Fixed Income Investor Network
2:20 PM Track A
PACEmaker: Keeping Residential Ticking
  • The S factor – what social benefits can R-PACE provide to endangered or lower income communities (e.g. natural disaster protections)?
  • What are the expected effects (positive and negative) of CFPB involvement? Is there a timeline for their process?
  • Does R-PACE need a rebirth, with a twist? How can consumer protections and mortgage acts help bolster this sector?
  • Regulatory headwinds: what has the effect been on the space and have some of the consumer “protections” actually hurt?
  • What would it take to change the perception of R-PACE from a ‘second look’ product? 
  • What would the process be to achieve lender consent for R-PACE? Would lender consent improve market volume?

Craig Braun

Chief Capital Officer
Renovate America, Inc.

James Vergara

Chief Operating Officer
Home Run Financing

Rasool Alizadeh

CFO & President of Capital Markets
2:20 PM Track B
ESG Measurement & Management: Data Analytics, Certification, and Scoring
  • ESG Measurement & Management: Data Analytics, Certification, and Scoring
  • What levels of data and reporting are provided, and what is viewed as necessary to better qualify ESG alignment?
  • Certification of ESG assets: how are assets and projects analyzed for certification? Do standardized KPI’s exist to help with this?
  • What are the expectations for how long it is until we begin to see a dominant framework for the measurement of social and environmental impact? i.e. Low-Income Housing and Carbon Offsetting
    • Is there a view on whether this framework will be regional or global?
  • Does ESG pose a chance to evolve the role of Rating Agencies in the market, and how are they adapting to this?
  • Aggregating scores for the E, S, and G – How are these weighted to result in a total ESG score?
  • Where does FinTech factor in to this discussion? Can AI and DLT aid the progression of ESG Investing?
  • For which party does the reporting onus reside?
3:00 PM Eastern Time
Networking Refreshment Break
3:20 PM Track A
All for One, and One for All: Community Solar Outlook
  • In what way may community solar become more feasible for communities?
  • Solar Storage capabilities – Are Utilities and Solar companies on the same page? can this help mitigate blackout risks?
  • What effect does government support have for community solar projects? Impact of tariffs, potential policy changes etc.
  • What sources of financing are available? Does this create opportunities for local partnerships?
  • How can community solar evolve into 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 or geothermal?

Daniel Poydenis

Chief Executive Officer
Sea Oak Capital

Jeff Weiss

Executive Chairman
Distributed Sun
3:20 PM Track B
Bonds Exploration: SDG Alignment in Green and Social Bonds
  • How will mapping SDGs into green and Social Bond Principles help drive the market forward?
  • Are governments and Regulators helping stimulate the social bond market as they have with green?
  • How are investors and issuers assessing the value of social bonds in comparison to green bonds?
  • How can the market apply metrics to social bonds to address aspects including; Women’s empowerment, affordable housing, and healthcare?
  • As the markets continue to develop, how can participants encourage harmonization of agreed principles? Is it essential for harmonization to advance the market? What lessons from Europe can be adapted and applied to the US market?
  • What regulatory lessons can be learned from Europe and China? 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?
4:00 PM Eastern Time
Credit Enhancement: Risk Mitigation for ESG Investments
  • What is the rationale for “de-risking” ESG Investments?
  • In what ways can Private Capital be unlocked for ESG Investments?
  • How to consider the various mechanisms available under credit-enhancement schemes, including First-Loss, PCG/PRG, Contingent Loans, and Viability Gap Funding?
  • What is the application of bi-lateral Credit-Enhancement for Green and ESG Structured Finance transactions?
  • What tools are States incorporating to promote Green and ESG Investments?
  • How should investors view the role of philanthropy for contingent grant-based credit-enhancement

John Joshi

Director of Financing Solutions

Sarah Wilson

Managing Director, Head of ESG Integration

Alex Kragie

American Green Bank Consortium

Ronald Borod

Founder and Principal
Ram Island Strategies LLC
4:40 PM Eastern Time
The Green & ESG Investor Roundtable
  • What are investors' major focus areas in socially responsible and ESG investing today? How have views on these sectors changed in the last 6-12 months?
  • What makes SRI and ESG considerations top priority for investors? What investor-specific factors are key in focusing on these investing areas?
  • Are SRI and ESG sectors or factors which are becoming part of the overall investing climate?
  • What are the implementation challenges and risks when it comes to ESG within ABS, as opposed to other financial instruments?
    • Are key parties addressing these? How are investors individually seeking to do so where deficiencies still exist?
  • How has the market reacted to various social and environmental initiatives (Paris Climate Accord, United Nations, and global climate disasters)? Is ESG investing based on global, regional or local factors?
  • How do investors view ‘green’ vs. ‘green-washing’? What can be done to prevent market spoilage due to bad market participants?
  • Where do investors see these markets evolving in the coming year or two?

Joseph Lau

President/CIO; Chair
LordCap Green; FIIN

Yvonne Tai

Senior Fixed Income Analyst
Impax Asset Management
5:30 PM Eastern Time
Conference Concludes & Networking Reception
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Event Contacts for The 8th Annual Solar, PACE, and ESG 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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