08.30 Registration and coffee
09.00 Chairman's welcome address
Douglas Lloyd, CEO, Venture Business Research
09.10 Keynote address: The Energy Transition analysis of the IEA World Energy Outlook 2008
• World energy and climate change trends and scenarios for green and carbon investments
• Assessing the impact of sustainability on business models
• Renewable energy, clean-tech and carbon trading - where is the best scope for investments?
• Exploring technology solutions to improve energy security
Prof. Ralph Sims, Senior Analyst, Renewable Energy and Climate Change, International Energy Agency
09.50 Climate change as a business opportunity
• Examining long-term growth strategies for investors
• Estimating the impact of climate change on businesses
• Which sectors are the best performers and why?
Tom Murley, Head of Renewable Energy Team, Hg Capital
10.25 Morning coffee break
10.55 Analysing the current state of green policies
• Analysing the current state of policies and regulations and their impact on the sector's development
• The Climate Change Bill and post-Kyoto regulations
• Available subsidies and how they enhance industry growth?
Thomas Stetter, Executive Board Member, First Climate Group
11.30 Panel discussion: Building investment portfolios focused on climate change opportunities
• What should you take into consideration when creating green investment portfolios?
• Estimating investment strategies and risk profiles
• How to achieve good portfolio diversification
Moderator:Simon Webber, Global & EAFF Equitied, Schroders
Cesar de Brito, Fund Manager, Lombard Odier Darier Hentsch
Paul Decraemer, Head Cleantech Investment Practice, Capricorn Venture Partners
Peter Horsburgh, Partner, Environmental Technologies Fund
Bakhrom Ibragimov, Principal, Virgin Green Fund
12.10 Panel discussion: Investing in green and carbon funds
■ What is the role of funds in the green energy sector?
■ What investment strategies do they employ?
■ Assessing growth potential of the environmental shares
Moderator: Jane Goodland, Investment Consultant, Watson Wyatt
Tom Murley, Head of Renewable Energy Team, Hg Capital
Guy Turner, Director, New Carbon Finance
Andreas Arvanitakis, Senior Analyst, Point Carbon
12.50 Lunch
14.00 Panel Discussion: Investing in renewable energy
■ Which renewable energy sectors are the most promising ones? The criteria for investing in wind,
solar, biofuels and water
■ Identifying and financing clean-tech investments
■ Outlook on the wind energy sector
■ Growth potential for solar energy
■ Developments in biofuels, bioethanol, biodiesel and second generation biofuels
Moderator: Douglas Lloyd, CEO, Venture Business Research
Tom Murley, Head of Renewable Energy Team, Hg Capital
Rob Wylie, Partner, Wheb Ventures
14.40 Investment opportunities in the carbon sector
• What does the carbon value chain look like? Analysing participants and activities
• How are the various market players in the carbon value chain performing?
• Assessing the most interesting investment opportunities within the next year
Michiel Tijmensen, Risk Manager, OneCarbon International BV
15.15 Afternoon tea break
15.45 Panel Discussion: Trends in renewable energy finance
• What are the latest trends in green investment financing?
• Overview of investments in the renewable sector
• Discussing current industry's M&A activity
Moderator: Wayne Woo, Director, Good Energies
Susana Vivares, Executive Director and Co-Head EMEA Energy, WestLB
Thomas Stetter, Executive Board Member, First Climate Group
Simon Drury, Partner, CCC Private Equity Fund
16.20 Analysing the carbon trading sector
• What are the characteristics of carbon as an asset class?
• Assessing the best investment strategies and return potentials
• How to incorporate carbon in the investment portfolio - assessing risks and liquidity
Guy Turner, Director, New Carbon Finance
16.55 Chairman's closing remarks
17.00 End
****The author reserves the right to amend and change the conference programme content and speakers at any given time****
