This is a past event. To see the list of our current events, please click  HERE

Thom Byrne

Chief Executive Officer
CleanCapital

Thomas leads the strategy and operations. CleanCapital was born out of the inefficiencies that Thom witnessed while spending his career in clean energy finance. Prior to CleanCapital, Thom was a Partner and General Counsel at True Green Capital, a private equity firm focused on distributed solar investments. He has led landmark financings on projects to include NRG’s California Valley Solar Ranch, Caithness’ Shephards Flat Wind Project, and Terra Gen’s Alta Wind Energy Center.

Ifen Carlson

Chief Strategy Officer
Ygrene

Ifen Carlson is responsible for marketing and analytic insights at Ygrene, and brings over 25 years of experience in marketing, financial services, and analytics. She’s held leadership roles at start-ups, including co-founding the first online small business employee benefits brokerage, as well as at established firms such as Arnold Advertising, Bain & Co., and HSBC. Prior to joining Ygrene, she served as the lead analytics officer at Visa for North America consumer credit and debit products. Ifen has a BS in Communication from Boston University and an MBA from Kellogg School of Management at Northwestern University.  

Ken Cheng

Senior Vice President, ABS
DBRS Morningstar

Kathyanne Cohen

SVP – Government & Public Affairs
Moody's

Kathyanne S. Cohen is a Senior Vice President in Government & Public Affairs at Moody’s. Kathyanne opened Moody’s Washington, DC office in November 2013. She represents the company’s domestic and international interests in DC. Kathyanne is also responsible for supporting Moody’s global engagement strategies. This role encompasses developing and implementing Moody’s US plan, including managing relationships with trade associations, think tanks and other third parties, as well as advancing outreach efforts beyond the US, in particular in Asia and Latin America. Kathyanne joined Moody’s in September 2008 with nearly 10 years of experience as an attorney. As a litigator, she practiced ... (view full description)

Alexandra Cooley

Chief Operating Officer & Co-Founder
Greenworks Lending

Alexandra is Chief Investment and Operating Officer of Greenworks Lending, a Commercial PACE originator, where she oversees capital markets, underwriting and financial operations. In her current and prior roles, she has structured and overseen more than $500M clean energy financings across the residential, commercial and not-for-profit sectors. In 2015 Cooley co-founded Greenworks Lending to scale C-PACE financing nationally.  Since launching the firm, based in Darien CT, has entered 13 states and established the asset class for commercial PACE by leading the first securitization of commercial PACE assets in late 2017.  Cooley holds an MBA and a MEM from Yale and a BA from University ... (view full description)

Emile Ernandez

Managing Director
Kawa Capital Management

Emile joined Kawa Capital in April 2018 and is a Managing Director in the Investments Team, overseeing Kawa Capital’s structured finance vertical. Emile’s background includes over 15 years of securitized products banking, structuring, trading and investing experience.  Prior to joining Kawa Capital, Emile was a Director in the Securitized Products Group, within the Investment Banking division at Barclays in New York, where he spent 7 years focusing on originating and structuring Esoteric structured finance transactions, including securitizations, warehouse facilities and illiquid trading opportunities.  Prior to Barclays, Emile spent 6 years at De ... (view full description)

Angie Fenske

Managing Director, Loan Portfolios
CarVal Investors LLC

Michael Ferguson

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

Nathan Gabig

Partner
KPMG LLP

Managing Director, Secutization Analytics, Structured Finance Renewables - Mortgage & Consumer Lending Division, KPMG Consulting

Anand Gajjar

Group Board Member
Greenbacker Capital

Anand serves on the Advisory Board, assisting with special initiatives and is an investment committee member. He joined the company in 2018 and prior to this, was the CEO and Co-Founder of Pillar Financial, a full-service real estate platform (sold to SunTrust in 2016). Before this, Anand chaired Credit Suisse’s Real Estate Finance and Securitization Group credit committee and was responsible for the Structured Finance Group, Tax Credit Business, and Column Guaranteed. He also built the commercial real estate collateralized debt obligation business and the European commercial mortgage-backed security business. He started his career as an engineer working on design and entitlement for real es ... (view full description)

Mansoor Ghori

Co-Founder & Chief Executive Officer
Petros PACE Finance

Mansoor Ghori is the Chief Executive Officer, Co-Founder and Managing Director of Petros, which is a national private investment and structured finance firm headquartered in Austin, Texas. Prior to Petros, he was the President and CEO of Accent Capital and was responsible for the investment and administrative activities of the firm. He was also a Managing Director at Transamerica Technology Finance Corporation, which was subsequently acquired by GE Capital, and a Principal at Sternhill Partners, a $100 million venture capital firm based in Houston. Prior to joining Sternhill, he was the Founder and SVP/Regional Manager of Imperial Bank’s Southwest Region of the Emerg ... (view full description)

Lain Gutierrez

Chief Executive Officer
CleanFund Commercial PACE Capital

Lain Gutierrez is a banking and structured finance veteran with over 29 years of experience in originating, analyzing, structuring and rating asset-backed financings.  Lain is the CEO of CleanFund Commercial PACE Capital, Inc.  CleanFund is the leading provider of long-term financing for energy efficiency, water conservation, renewable energy and seismic improvements for commercial, multifamily and other nonresidential properties in the U.S. Prior to CleanFund, Lain founded SolFin Capital, LLC, a specialty finance company with institutional backing from a credit-focused asset manager with over $12 billion under management.  SolFin’s mission is to provide creative and ... (view full description)

Amy Hauter

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

Amy is a partner and portfolio manager and head of sustainable fixed income at Brown Advisory. She is a portfolio manager on Brown Advisory’s sustainable fixed income strategies which include our Sustainable Core, Tax-Exempt Sustainable and Sustainable Short Duration composites. In 2018, Amy received recognition as a Rising Star from Fund Action and Fund Directions for her work in building out Brown Advisory’s sustainable fixed income platform. She has held numerous speaking engagements, including the United Nations Sustainable Investing Summit in 2019. Amy joined the firm in 2012 and previously worked in fixed income client service at Morgan Stanley.

Spencer Hunsberger

Managing Director
Credit Suisse Securities (USA) LLC

Spencer Hunsberger is a Managing Director of Credit Suisse in the Global Markets division, based in New York. He heads the Energy Asset Finance business, focusing on power, storage, and grid solutions.

Alex Kaplan

Senior Director, Head of Capital Markets
Mosaic

Usman Khan

Director, Commercial ABS
Kroll Bond Rating Agency

Usman Khan is a Director in the Commercial ABS Group at Kroll Bond Rating Agency (KBRA), where he focuses on non-traditional ABS, including renewable energy asset classes such as PACE and solar.

Prior to joining KBRA, Usman served as an analyst at Prudential Financial, where he worked on various traditional and non-traditional asset classes in the investment management division.

Usman holds a B.S. in mathematics and finance from New York University.

Jamie Kocis

Partner, Deputy Chair, Corporate
Kramer Levin

Jamie Kocis advises securitization participants in both warehouse securitization facilities and term securitizations across all esoteric asset classes. She serves as deal counsel in market-leading transactions involving new and emerging asset classes, including in the solar asset and commercial PACE (property assessed clean energy) space. Jamie represents issuers, underwriters, borrowers, lenders and service providers in structured finance transactions involving a variety of asset classes, including timeshare loans, solar assets, commercial PACE assets, structured settlements, lottery receivables, equipment leases, auto loans, consumer loans, small business loans, collateralized ... (view full description)

Joseph Lau

Chief Operating Officer, Treasurer
Lord Capital; FIIN

Joe is the Chief Operating Officer of Lord Capital (lordcap.com), dedicated to working with global banks and corporations to invest and managed structured transactions.  Through clear and transparent corporate governance, LordCap has co-structured and consolidated over $86 billion of global financial assets. Joe is also the co-founder, President and Chief Investment Officer of LordCap Green (lordgreen.com), a Wall Street investment manager dedicated to energy efficiency in commercial and industrial buildings.   Accomplished through creating public-private partnerships, LordCap’s private capital supports long-term financings that have clear and measurable environmental, social, an ... (view full description)

Corey Lewis

Senior Vice President
Aon Transaction Solutions

Corey Lewis joined Aon's Transaction Solutions team in June 2015, focusing on tax insurance. Prior to joining Aon, Corey was an associate in the International Tax Services: Financial Services/Real Estate division in the New York office of PricewaterhouseCoopers. At PwC, Corey focused primarily on the tax structuring of international real estate investments.
 

Richard Loggins

Vice President, Capital Markets
LoanPal

Mary Kathryn Lynch

Chief Financial Officer
Renew Financial

Mary Kathryn manages the Capital Markets group at Renew Financial.  Her team is responsible for providing interim and permanent financing for PACE, maintaining liquidity and managing interest rate risk. Mary Kathryn worked at Renew from 2011-2013 and rejoined the company in 2016.  Prior to rejoining Renew, MK worked at Sunrun.  Before working in the renewable energy and energy efficiency industry, MK spent 15 years in investment banking, working for firms including UBS, Credit Suisse, DLJ, Deutsche Bank, Bankers Trust and Kidder Peabody. MK has an MBA in Finance and Public Policy from The Wharton School and a Bachelor of Science degree from the Uni ... (view full description)

Stephanie Mah

Vice President, Structured Finance Research
DBRS Morningstar

Stephanie Mah is vice president of structured finance research for DBRS Morningstar. She is responsible for increasing DBRS Morningstar’s thought leadership presence across the ABS and Structured Credit communities by producing insightful investor-focused research on observed and developing market trends in the sectors. She has written extensively on ESG, specifically, on the property assessed clean energy market and regularly serves as a speaker at industry conferences. Mah has more than 20 years of experience in fixed-income research. In addition, she is a board member of PACENation, a co-chair of the Structured Finance Association’s Esoteric Assets Committee and a cabinet memb ... (view full description)

Susan Morth

Chief Executive Officer
Energy Improvement Corporation NY PACE

Susan Morth is an experienced executive in the financial services industry focused on strategic initiatives as well as the development and implementation of new financial products. Currently the CEO of the Energy Improvement Corporation leading the redesign and relaunch of the NY State C-PACE program.

Orion Mountainspring

Partner
Chapman and Cutler LLP

Orion Mountainspring is a Partner in Chapman's Asset Securitization Department. He has a broad background in asset finance, securitization, mortgage finance, and derivatives. His experience includes advising issuers, underwriters, and investors in public and private conduit and term transactions backed by structured asset classes, including consumer loans, residential and commercial mortgages, student loans, auto loans, credit cards, shipping, and municipal bonds. Before joining Chapman in 2015, Orion was a senior director in Standard & Poor’s CMBS group. He also gained substantial investment banking legal experience while working on secondment with Credit Suisse and s ... (view full description)

Esohe Denise Odaro

Head of Investor Relations
International Finance Corporation

Tim Olson

Associate Director, Solar & Storage
Greenworks Lending

Tim Olson is the Associate Director of Solar & Storage for Greenworks Lending. Tim has spent the last five years finding ways to use creative financing solutions like PACE to drive more solar installations in the C&I space. Prior to Greenworks Tim was the Director of CivicPACE, a U.S. Department of Energy program focused on using PACE to finance solar for non-profits. For questions about PACE financing please contact Tim at tolson@greenworkslending.com

Daniel Poydenis

Chief Executive Officer
Sea Oak Capital

Daniel Poydenis currently serves as the Chief Executive Officer of Sea Oak Capital, a  renewables investment fund that actively develops, finances, owns and operates renewable energy systems.  Previously, Mr. Poydenis served as President of NuGen Capital during which time he oversaw the growth, investment and management of the company’s renewable energy and real estate portfolios. Prior to serving as President of NuGen Capital, Mr. Poydenis served as the company’s Managing Director & General Counsel during which he managed and oversaw all transactional, investment and legal efforts. Prior to joining NuGen Capital, Mr. Poydenis served as Managing Director & General Counsel of a develo ... (view full description)

Adam Shor

Principal
Shor Power

No biography specified

Laura Stern

co-CEO
Nautilus Solar Energy, LLC

Laura E. Stern is the co-CEO of Nautilus Solar Energy, LLC, which she co- founded in 2006. Under her leadership, the company has grown to become one of the leading solar developers and owners in the US. With over twenty-five years of finance, operational and power industry experience, Ms. Stern has sourced, structured and executed over $5 billion of power, energy and infrastructure investments. During her banking career, she specialized in originating and structuring renewable energy financings in the wind, hydro and biomass sectors. Ms. Stern has also sourced and executed senior debt financings for greenfield power development and acquisitions of distressed assets. ... (view full description)

James Vergara

Chief Investment Officer
Home Run Financing

James Vergara is the chief investment officer at Home Run Financing were he is responsible for the Firm's funding, financing, investment and securitization efforts.  Home Run Financing rebranded in 2021 as part of the launch of their consumer loan products to be offered along along-side their legacy residential PACE product.   As PACEfunding, the company has completed four rated securizations of residential PACE assets under his stewardship.  Before joining Home Run, he established the SprucePACE program at Spruce Finance and while at Deutsche Bank worked to launch the AllianceNRG PACE Program.  James began his career in public finance investment banking at Morgan Stanley and also spent time ... (view full description)

Jeff Weiss

Executive Chairman
Distributed Sun

Jeff Weiss co-founded Distributed Sun in 2009 and is Executive Chairman. Distributed Sun, a leading U.S. solar operator, large US Community Solar developer, and has built community, commercial, industrial, and utility scale projects in fifteen states. Jeff leads capital formation, business development and relationships, strategy and governance. An early digital media and commerce entrepreneur, Jeff led companies in renewable energy, cyber and physical security, intelligence and corporate fraud mitigation, mission preparedness and training, software development, and transformational management. Companies include Picture Network International (sold to Kodak in 1997), CDx (Cer ... (view full description)

Eric White

Chief Executive Officer
Dividend Finance

Molly Whitehouse

Managing ‎Director
Newmarket Capital

Ms. Whitehouse serves as a Managing Director and is a founding member of Newmarket. Her primary responsibilities are related to the origination, structuring, and management of investments. Prior to founding Newmarket, Ms. Whitehouse served as a Director at Mariner Investment Group. She has led the origination and structuring for multiple investments and is a frequent speaker at various industry conferences. Prior to launching IIFC, Ms. Whitehouse served as an Analyst at Cohen & Company and completed the White House Internship Program. In 2019, Private Debt Investor named Ms. Whitehouse one if its “Rising Stars.” Ms. Whitehouse earned her BA in Political Science with Honors from Yale Univ ... (view full description)

Sarah Wilson

Managing Director, Head of ESG Integration
Nuveen

Sarah Wilson is a managing director and member of the responsible investing (RI) team at Nuveen, the investment management business of TIAA. Nuveen’s responsible investing team is responsible for creating a firm-wide holistic RI vision and executing a unified framework across Nuveen’s multi-affiliate structure. Nuveen’s RI framework establishes the firm’s overall RI philosophy as well as guidelines for incorporating RI disciplines in investment decisions and new product development.  As head of environment, social and governance (ESG) integration, Sarah leads a team that integrates ESG factors into investment decisions for all equity, fixed income, and real assets investments. He ... (view full description)
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Event Contacts for Virtual Investors' Conference on Solar and PACE Investing

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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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    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.
  • 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

    Email: dataprotectionofficer@euromoneyplc.com

    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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