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7:45 AM
Breakfast & Registration Open
8:15 AM
Pre-Conference Workshop: Fundamentals of Solar Finance
  • Overview of the solar finance landscape: key terminology and concepts
  • Infrastructure and requirements to complete a securitization
  • Cost of capital

John Hitt

Chapman and Cutler LLP
8:50 AM
Opening Remarks

Caitlin Fitzpatrick

Vice President, Investor & Issuer Relations
Information Management Network

Brian Foley

Managing Director
Macquarie Group

Mary Rottman

9:00 AM
State of the Industry
  • What’s on the legislative and regulatory agenda for 2016? How do these impact ABS?
  • Identifying key risks and pockets of opportunity for 2016
  • A brief overview of key industry trends for 2016
  • Financing technological advancements: emerging technology in the pipeline and how capital markets will fund research, development and implementation
  • Current scope and size of the solar industry

Philip Shen

Senior Research Analyst – Cleantech
Roth Capital Partners, LLC

Daniel Poydenis

Chief Executive Officer
Sea Oak Capital

Trevor D'Olier-Lees

S&P Global Ratings

Sanjiv Malhotra

Director of the Clean Energy Investment Center
Department of Energy

Alfred Griffin

New York Green Bank

Jennifer Wolfe

Senior Manager

Paul Spencer

President and Founder
Clean Energy Collective (CEC)
9:50 AM
The Tax Equity Conundrum: Is it a Cure or Disease?
  • What are the current tax equity structures for solar projects? What impact will the recent decision to extend the ITC have?
  • How will new financial models accommodate tax equity?
  • Accounting for the ITC in a solar securitization?
  • What aspects of tax rulings will have a direct impact on investment?
  • ITC extension implications for the future of solar

Keith Martin

Co-head of Projects
Norton Rose Fulbright

Andrew Coronios

Norton Rose Fulbright US LLP
10:20 AM
Structuring Challenges in Managing the Competing Interests of Tax Equity Investors and ABS Bond Holders
  • Assessing the tax equity investor response to possible subordination in an ABS deal. What are some possible motivators to sweeten the deal?
  • Katherine Breaks

    Tax Managing Director

    Santosh Raikar

    Managing Director
    State Street Bank

    Richard Dovere

    Managing Partner
    C2 Energy Capital

    Scott Zajac

    Chief Executive Officer
    Rockwood Group

    Gary Blitz

    Senior Managing Director
    Aon Transaction Solutions
    11:10 AM
    Refreshment Break Sponsored By:
    11:30 AM
    Keynote: Transforming Businesses' Access to Solar Energy, One Roof at a Time

    Jason Barrett

    Executive Director, Head of Renewable Energy Finance & Investments
    12:00 PM
    The A->Z of Solar Deals Done to Date
    • How have deals been structured thus far? (PPA vs Loan; Commercial vs Resi)
    • How are they performing?
    • Were there any surprises?
    • Lessons to be learned
    • How have they traded on the secondary market to date?
    • AES deal case study

    Ronald Borod

    Founder and Principal
    Ram Island Strategies LLC

    Danny Abajian

    Vice President, Project Finance

    Benjamin Cohen

    Chief Executive Officer

    Jesse Sable

    S&P Global Ratings

    Jorge Vargas

    Executive Vice President, Head of the Americas
    AMP Solar
    12:45 PM

    Michael Mendelsohn

    Executive Director
    Solar Finance Council
    1:50 PM Track A
    The Ever Evolving Field (Solar Developers’ Roundtable)
    • Identifying the major prospective issuers of ABS in the near and longer term
    • How has the financial landscape changed for solar developers? Is the need for credit relief driving more appetite to sell off or securitize assets?
    • What are the current financing alternatives available to renewable energy developers, and are they sufficient to sustain industry growth?
    • Securitization, YieldCos, Bank Loans, and Unsecured Corporate Bonds
    • Outlook for securitization and the role it may play in the capital financing structure
    • What challenges do smaller developers face in tapping the securitization markets?

    Mary Rottman


    Tom Athan

    Managing Partner & Co-Founder
    Altus Power America Management

    Thomas Plagemann

    Executive Vice President
    Vivint Solar

    Jason Cavaliere

    Vice President

    Graham Smith

    Founder and Chief Executive Officer
    Open Energy Group

    Laura Stern

    Nautilus Solar Energy, LLC

    Mike Cocchimiglio

    VP of Project Development, Americas
    1:50 PM Track B
    Resi -PACE Financing
      • What is the size/scope of the Resi PACE sector?
      • Overview of programs to date
      • What effect will the GSE’s decision not to invest in loans subordinate to PACE liens have?
      • Spotlight on implementing state pace programs (CA, FL)

    Brian Foley

    Managing Director
    Macquarie Group

    Stacey Lawson

    Executive Vice Chairman
    Ygrene Energy Fund

    Cisco DeVries

    Chief Executive Officer

    Craig Braun

    Chief Capital Officer
    Renovate America, Inc.

    Laurence Pettit

    Kramer Levin

    Cecil Smart

    Managing Director
    Kroll Bond Rating Agency
    2:35 PM Track A
    Debunking the Risks: Real vs Hype
    • Identifying key risks facing the industry as a whole that may impact the securities.
    • Understanding the solar/renewable energy deal structure, and the risk profile of each tranche.
    • Analytics and software innovations for assessing and managing risk.
    • Man versus Technology: Accounting for human error
    • Is renegotiation less of a factor?
    • Regulatory risks.
    • Credit enhancement options: insurance and other forms of credit support.
    • Operations and maintenance – how have these assets been performing? What can be done to assuage rating agency concerns about asset performance? Why are rating agencies holding back?

    Kent Williams

    Vice President Asset Management
    Vivint Solar

    Melissa Riggs

    Senior Vice President

    Nathan Homan

    Managing Partner, Co-Founder
    Wiser Capital

    Minh Le

    Former Director, Solar Energy Technologies Office
    U.S. Department of Energy

    Fiona Taylor

    Vice President
    Solar City
    2:35 PM Track B
    C-PACE Financing
    • Overview of programs to date
    • How are rating agencies looking at commercial PACE deals?
    • Is there a market for subordinate lien PACE?
    • Is the PPA/PACE market poised for take-off?
    • How has the first PACE securitization influenced the space?
    • What are the tax implications of PACE financing?
    • How does this compare with alternative sources of capital?

    David Gabrielson

    Executive Director

    Alexandra Cooley

    Chief Operating Officer & Co-Founder
    Greenworks Lending

    Mike Bahr

    Co-Founder & Managing Partner

    Lain Gutierrez

    Chief Executive Officer
    CleanFund Commercial PACE Capital

    Michael Bruce

    Hannon Armstrong

    Art Rendak

    Inland Green Capital LLC
    3:20 PM
    Refreshment Break
    3:40 PM Track A
    Alternative Financing Options
    • Have alternative financing solutions influenced uptakes for securitization?
    • YieldCos
    • Crowd funding/peer to peer lending
    • What is the uptake of Green bonds?
    • What impact has marketplace lending had on the solar industry?
    • Community Solar  

    Michael Delucia

    Vice President

    Bryan Birsic

    Chief Executive Officer

    David McIlhenny

    Managing Director - Project Finance

    Joe Kaiser

    Director, Capital Markets
    Vivint Solar

    Billy Parish

    Chief Executive Officer
    3:40 PM Track B
    Green Banks
    • Case study of a success story
    • What kind of credit enhancement can the Green Banks provide?
    • What is the process for Green Bank guarantee?

    Marvin Markus

    Managing Director
    Goldman Sachs & Co.

    Bert Hunter

    Executive Vice President and Chief Investment Officer
    Connecticut Green Bank

    Nicholas Whitcombe

    Managing Director
    New York Green Bank

    Nick Kline

    Program Director
    Coalition for Green Capital
    4:25 PM Track A
    Outlook for Innovations in Solar Project Development and Storage
    • What new partnerships are developing between developers, construction companies and solar providers that will increase the scale of solar energy usage in the United States?
    • Solar storage: how will developments in storage improve system performance and utility?
    • How will these innovations be financed, and what investment opportunities may exist?

    Nathan Gabig

    Managing Director

    Christoph Ostermann

    Chief Executive Office and Co-Founder

    TJ Keating

    Alliance Director
    SunSpec Alliance

    Jason Michaels

    Director, Business Development
    Enphase Energy
    4:25 PM Track B
    Loan Securitization
    • Loans as an alternative asset to the PPA: developments in consumer financing for solar
    • Outlook for loan volume in 2016 and how soon will the portfolios be large enough to spur on a slate of new ABS deals?
    • Are lenders considering securitization as a funding tool? Why or why not?
    • Anatomy of a solar loan ABS deal

    Christian Haesslein

    DZ Bank AG

    Michael Ruehlman

    Co-Founder, President
    Sunlight Financial

    Rhys Marsh

    Managing Director, Impact Investments
    Avenue Capital

    Anadi Jauhari

    Senior Managing Director
    Emerging Energy and Environment Investment Group LLC

    Tracy Rice

    VP - Senior Credit Officer
    Moody's Investors Service

    Elizabeth Bellis Wolfe

    Counsel & Director of Finance Programs
    The New York Green Bank
    5:10 PM
    The Struggle is Real: New Solutions for Attracting Institutional Investment
    • What makes this asset class attractive to prospective investors?
    • What is holding ABS investors back from diving in? Why the skepticism?
    • What are the investors’ needs? Are they currently being met?
    • How does solar compare to other asset classes?
    • What can be done to make investors more comfortable? Rating agencies?
    • What opportunities lie ahead for capital markets structures?
    • What are the long term prospects for solar as a viable ABS asset class?

    Katrina Niehaus

    Managing Director
    Goldman Sachs

    Dave Levy

    Vice President
    State Street Bank and Trust Company

    Geoff Eisenberg

    Ecosystem Integrity Fund

    Ed Wu

    Managing Director
    VION Investments

    Louis Iaconetti

    Managing Director
    6:00 PM
    Conference Concludes and Delegate Networking Reception Commences. Sponsored by
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    Contact Information
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    New York, NY 10036 USA

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


    Event Contacts for 4th Annual Sunshine Backed Bonds Conference


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    Information Management Network - Privacy Notice

    Introduction - Who we are

    Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

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    This Privacy Notice was updated on 23 May 2018

    Our Approach to Your Privacy

    This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

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    What Personal Data We Collect & Why

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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.

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      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.

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      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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