Picture of Clean and Green Investment Forum

Clean and Green Investment Forum


December 3-4, 2012
The Ritz-Carlton, Laguna Niguel
Dana Point, CA
United States

Bookmark and Share
Untitled Document
Conference Details:
With rising costs of oil and natural gas, we find ourselves in a global movement focusing on a need for cleaner and more efficient energy options. Opal Event's Clean and Green Investment Forum will bring together experts from throughout the country to discuss the most important topics in cleantech and greentech. Attendees will represent many of the nation's pension funds, endowments, foundations, family offices as well as utility companies, federal and state government agencies, and energy-equipment companies. The event will also attract investment fund mangers who invests in the cleantech space. Discussions will focus on upcoming trends and current investment opportunities. The range of discussion will cover clean and green investment funds, infrastructure projects, equipment advances, energy systems, technology, policy and regulation, and much more.
Featuring Keynote Speaker:
Woodrow Clark
Woodrow W. Clark, II, MA3 , PhD, Managing Director, Clark Strategic Partners
2007 recipient of the Nobel Peace Prize along with his colleagues of United Nations Intergovernmental Panel on Climate Change (UNIPCC)

To read Woodrow W. Clark's bio, click here
Testimonials From Last Year's Event:
"I've had the opportunity to attend many conferences and forums over the last 20 years or so. And with that experience in mind, I say that I was mentally exhausted (in a good way) after each day of the Clean and Green Forum. Many of the speakers provided a fresh perspective on topics I'm familiar with, so I was engaged the entire time."
- - Ward Lenz, Director - Energy Division, NC Department of Commerce

"I served as a moderator for a panel at the recent Clean & Green event hosted by Opal Financial Group. The event was great - well attended, lively question and answer and plenty of time for networking. This was my second clean energy event with Opal and I'll definitely participate in future conferences."
- -Tyson Slocum, Director, Public Citizens Energy Program

"The Clean and Green conference was extremely educational and enlightening. The conference allowed me to explore areas that I have never been exposed to in any conference. The content and diversity of the speakers made the conference a "must attend", if you are considering a green / alternative energy investment for your fund."
- - Mark S. Eisner, Chairman, Daytona Beach Police and Fire Pension Fund

More Testimonials

Hotel Info:
TBD
Conference Registration Prices:
Earlybird I
(Expires 06/01/12)
Earlybird II
(Expires 10/01/12)
Standard Rate
Attendees
$1495 USD
$1995 USD
$2195 USD
Energy companies (investment Fund managers excluded)
$795 USD
Plan Sponsors, Approved Family Offices, Non-Discretionary Consultants, and Academics
Complimentary

Register Now!

Registration price reflects $100 online discount
Sponsorship, Exhibition & Speaking Opportunities
Call:
212-532-9898 x 0
Email: info@opalgroup.net
Media Partners
AllEquityFundsAlternative Latin InvestorAmerican Academy of Financial Management hedge fund searchBvents.com CTSI CVCA Emerging Manger Focus Eurekahedge Forgotten Economy Going to Meet Green Conduct Institutional real estate Inc International Real Estate Letter Institutional Real Estate Newsline Low Carbon Economy Private Wealth FocusSkipso SV Clean Tech
Untitled Document
2011 Attendees
Academics, Institutional Investors, Family offices, Consultants and Associations
Clint Cox, President, The Anchor House (SFO)
Tim Atkinson, Trustee, City of Austin
Gomez Torrenova, CEO, AVANGREEN (TEJASOL)
Robin Quarrier, Green Analyst & Counsel, Center for Resource Solutions
Christine Chan, Founder, Chan Environmental Consulting
Trent Yang, Director Entrepreneurship and Business, University Of Colorado at Boulder
Michael Gruber, Managing Director, Cornerstone Angels
Erin Cubbison, Associate, Gensler
Emilie Cortes, CFA, Senior Consultant, Alan Biller and Associates Investment Consultants
Stan Yakatan, Chairman, Co-Founder, Katan Associates (SFO)
Hong-Seh Lim, President, Mil Kered Inc. (SFO)
Ihab H. Farag, Sc.D., Professor of the Chemical Engineering Department, University of New Hampshire
Bert Haskell, Technology Director, Pecan Street Project
Tyson Slocum, Director, Public Citizen's Energy Program
Edward Baxter, Managing Partner, Regus Advisors, Inc.
Heidi Poon, Investment Officer, City of San Jose Retirement Services
Walter Wang, Adjunct Professor of Law, University of San Diego School of Law
Kenneth Funsten, Founder, FamCo Advisory Services
Jonathan Callahan, President, Mazama Science
James Ruggiero, Research Analyst, Imprint Capital Advisors
John Goldstein, Co-Founder & Managing Director, Imprint Capital Advisors
CJ Comu, Managing Partner, Regus Advisors Inc.
Allan W. Moskowitz, CFP, AIF, Financial Planner, Progressive Wealth Management
S. Tyler Edelstein, Managing Partner and Chief Investment Officer, Ocean Endowment Partners, LLC
Leslie Mujica, MPA, Westmark Group
Ed Beardsworth, Managing Director, Energy Technology Advisors
Daniel Hennessy, Research Analyst, Alan Biller and Associates Investment Consultants
Keith Carson, Trustee, Alameda County Employees' Retirement Association
George Dewey, Trustee, Alameda County Employees' Retirement Association
Ann Shammas, Private Investor
Dr. Carey King, Research Associate, The University of Texas at Austin
Chris Dudley, Senior Vice President, Filigree Advisors (MFO)
Jan Pepper, Electric Division Manager, Silicon Valley Power
Dan McGilvray, Senior Investment Analyst, Highland Capital Management, LLC (MFO)
Charlie Harrison, III, Chairman, City of Pontiac General Employee Retirement System
Catherine Dunwoody, Executive Director, The California Fuel Cell Partnership
Larry Hayward, Co-Founder/Director, Cornerstone Angels
Tony Lindsay, R&D Director, Gas Technology Institute
Mark Mushkat, Senior Advisor, GenSpring Family Offices (MFO)
Steven Moss, Executive Director, San Francisco Community Power
Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund
Bruce Miller, Finance Director, City of Annapolis Maryland
Maury Maertens, Board Member, The Ministers and Missionaries Benefit Board
Terry O'Day, Executive Director, Environment Now Foundation
Kalman Hui, Senior Accountant, San Francisco County Transportation Authority
Carla Peterman, Commissioner, California Energy Commission
James Bartridge, Advisor to Commissioner Peterman, California Energy Commission
Jeremy Loh, VP of Investments, EDBI
Todd Maki, Project Manager, Sustainability, Electric Power Research Institute

Bryan Shipley, Senior Analyst, Arnerich, Massena & Associates
Adam Shor, Project Engineer, Electric Power Research Institute
James Maloney, Trustee, Policemen's Annuity and Benefit Fund of Chicago
Carl Gilmore, President, Oakland Municipal Employees' Retirement System
Steve Taber, Chairman & CEO, Princeton Energy Group
James Johnston, Director of Canadian Operations, Center for the Advancement of the Steady State Economy
Bob Krause, Member of the Board of Directors, San Francisco Community Power
Dawn E. Dzurilla, Founder & Managing Partner, Gaia Human Capital Consultants
Wanda Lopuch Ph.D., President, MDA Associates
John Rennels, Committee Member, BART INVESTMENT PLANS COMMITTEE
William McNarland, Investment Analyst, McNarland Family Office (MFO)
Nicola Kerslake, EIR, NIREC
Larry Gorman, Board Member of Investment Board, Cal Poly University, SAN LUIS OBISPO
Gabriel Kra, CIO, Elan Management (SFO)
Patricia Shepard, COO, Elan Management (SFO)
Jonathan Schorr, Partner, Bay Lane Capital (SFO)
Robert Feeback, Partner, Regus Advisors Inc.
Marshall Koch, President, Koch Family Office (SFO)
Anthony Buckley, Division Administrator CFO, Oregon Department of Energy
Willam Hernandez Requejo, Adjunct Professor, University of California, Irvine
Sharath Sury, Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Manda Sury, CEO, SVRT Corp. (MFO)
Raphaelle Richarde, Associate Director, U.S. Department of Energy Pacific Clean Energy Application Center
Meredith McClintock, Principal, Green Growth Partners
Jonathan Trent, Bioengineer, NASA Ames Research Center
Larry Gorman, Board Member of Investment Board, Cal Poly University, SAN LUIS OBISPO
Gabriel Kra, CIO, Elan Management (SFO)
Patricia Shepard, COO, Elan Management (SFO)
Jonathan Schorr, Partner, Bay Lane Capital (SFO)
David Welch, Partner, Regus Advisors Inc.
Robert Feeback, Partner, Regus Advisors Inc.
Marshall Koch, President, Koch Family Office (SFO)
Anthony Buckley, Division Administrator CFO, Oregon Department of Energy
Willam Hernandez Requejo, Adjunct Professor, University of California, Irvine
Sharath Sury, Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Manda Sury, CEO, SVRT Corp. (MFO)
Raphaelle Richarde, Associate Director, U.S. Department of Energy Pacific Clean Energy Application Center
Meredith McClintock, Principal, Green Growth Partners
Jonathan Trent, Bioengineer, NASA Ames Research Center
Jordan Daniels, Senior Partner, BuildingWise
Kevin P. Ridgely, Managing Director, Ridgely & Associates
Ann Goodman, Ph.d., Founder, Telesis Consulting; Women's Network for a Sustainable Future (WNSF)
Kimberly de los Santos, Senior Fellow, Kauffman Foundation
Lily Cavanagh, Treasurer, Redford (MI) Police & Firemen Retirement
Eric Bielke, Consultant, McKinsey & Co.
Lauryn Agnew, Trustee, San Mateo County Employees' Retirement Association
Robert Freling, Executive Director, Solar Electric Light Fund
Lanny Sinkin, Executive Director, Solar San Antonio
Venture Capital Firms and Fund of Funds
Andrew Tang, Managing Director, ABB Technology Ventures|ABB Asea Brown Boveri Ltd.
Karin Larsen Burns, Director, Ambata Capital
Derrick TL Lee, Vice President, Bessemer Venture Partners
Gaurav Joshi, Founder & CEO, TrueCapital, USA
Wayne LeBlanc, Sr. Managing Director, Heartland Bridge Capital, Inc.
Jay Chong, Director, Samsung Venture Investment Co.
Walter L. Schindler, Managing Partner, SAIL Venture Partners LLC

Dong-Sue Kim, Director of Investment, Samsung Venture Investment Co.
Michael Hoadley, Vice President, UGL Services
Paul Fox, Partner, CalCEF Clean Energy Angel Fund
Cynthia Ringo, Managing Partner, DBL Investors
Kevin Kopczynski, Principal, RockPort Capital
Winston Fu, General Partner, U.S. Venture PartnersMasatoshi Ueno, CEO, Yasuda Enterprise Development America
Hedge Funds, Real Estate and Private Equity Firms
Spencer Hempleman, Renewable Energy Portfolio Manager & Partner, Ardsley Partners
Don McCoon, President, McCoon Commercial Real Estate
Tom Faust, Managing Director, Redwood Renewables
William Brennan, Portfolio Manager & Principal, Summit Global Management
Debra Sparks, Director, Monitor Capital, LLC
John Televantos, Partner, Arsenal Capital Partners
Matthew Fitzmaurice, Founder and Co-Managing Member, AWJ Capital Partners, LLC
Josh Fiedler, Vice President, RW Baird

W. Gregory Montgomery, Managing Partner, Abundant Power
Benjamin Guillon, Manager, Acquisition, New Forests Inc.
Abby Laufer, CEO, Virid Capital Management
Howard Gould, President, Tundra Capital Partners
Ejnar Knudsen, CFA, Portfolio Manager, PASSPORT CAPITAL
Walther Lovato, Portfolio Manager, Passport Capital
Brian Orkin, Operating Director, Arsenal Capital Partners
Lachlan McLean, Principal, US Renewables GroupEdward J. Tirello, Jr., Senior Advisor, Investment Banking, Tudor, Pickering, Holt & Co.
Industry Service Providers
Suedeen Kelly, Partner, Patton Boggs, LLP
Gerry Runte, Principal, Worthington Sawtelle LLC
Adam Raphaely, Director, Karbone Inc.
John Marciano, Associate, Chadbourne & Parke LLP
Alan Lederman, Esq., Shareholder, Gunster Law Firm
Sheeraz Haji, CEO, Cleantech Group
Samuel Lee, Investment Consultant, Accelerated Capital Group
Mark Rosenheim, Executive, DECK Monitoring
Mr. Mark Crowdis, Founder and Chief Executive Officer, Think Energy, Inc.
Ms. Helen Tocco, LEED AP, Director of On-site Generation and Green Building, Think Energy, Inc
David A. Palella, President, BIOSCIENCE VENTURES Inc.
Jordan Daniels, Senior Partner, BuildingWise
Kevin P. Ridgely, Managing Director, Ridgely & Associates
Ann Goodman, Ph.d., Founder, Telesis Consulting; Women's Network for a Sustainable Future (WNSF)
Kimberly de los Santos, Senior Fellow, Kauffman Foundation
Lily Cavanagh, Treasurer, Redford (MI) Police & Firemen Retirement

Eric Bielke, Consultant, McKinsey & Co.
Lauryn Agnew, Trustee, San Mateo County Employees' Retirement Association
Robert Freling, Executive Director, Solar Electric Light Fund
Lanny Sinkin, Executive Director, Solar San Antonio
Cory Williams, Senior Vice President, SDI Realty Group (SFO)
Wayne Turner, Managing Director, SDI Realty Group (SFO)
Adam Loser, Project Manager, Partner, SDI Realty Group (SFO)
Bill Sadler, SVP Energy Lending, SDI Realty Group (SFO)
Fern Jones, Investment Committee,Triskeles Foundation
Cal Broomhead, Energy Program Manager,SF Environment
Ward Lenz, Director- Energy Division,NC Department of Commerce
Patty Hargreaves, Principal,Clean Energy Advisors
Daniel Matross, Trade Commissioner,Government of Canada
Peter Brock, Family Council Board Chair,HFO Services Corporation
Richard Kil, Business Development,UK Trade & Investment
Rich Chien, Private Sector Green Building Coordinator,San Francisco Department of Environment
Conference Day One: Monday, June 6, 2011
7:00 am
Expo Set-up
8:00 am
Registration Open

Breakfast
8:45 am
Co-Chair Opening Remarks
9:00 am
Keynote Speaker:
Partner, Patton Boggs, LLP
9:30 am
Government Policy and Regulations affecting Green Investing
  • Tax Breaks and Incentives for Investing Green
  • What regulations are being imposed?
  • The Dodd Frank Act
Moderator:
Trustee, Policemen's Annuity and Benefit Fund of Chicago

Panelists:

Shareholder, Gunster Law Firm
Managing Director, Clean Range Ventures
Principal, Clean Energy Advisors
10:15 am
Refreshment Break
10:30 am
Sustainable Investing
  • What is the investment case?
  • How and where does this fit into a portfolio?
  • Where is the demand in the institutional and private wealth world?
  • Where should investors start?
  • What is the expected impact of climate legislation or lack thereof?
  • Who gets the major benefit?
  • What instruments are used for participation?
  • Why is it important?
Moderator:
CFA, Senior Consultant, Alan Biller and Associates Investment Consultants

Panelists:

Senior Analyst, ARNERICH, MASSENA & ASSOCIATES
Founder & Managing Partner, GAIA HUMAN CAPITAL CONSULTANTS
CEO, VIRID CAPITAL MANAGEMENT
11:15 am
Residential Solar Power
  • Distributed residential energy
  • Solar panels for homes
  • Future of solar in homes
  • What is the current state of technology?
Moderator:
Electric Division Manager, Silicon Valley Power

Panelists:
Managing Director, Redwood Renewables
Executive Director, Solar San Antonio
Chief Financial Officer, Sungevity
12:00 pm
Commercial Solar Power
  • Incentives in Commercial solar programs
  • Why Solar?
  • Current state of solar technologies
  • Solar panels for businesses and homes
  • Future of solar in business and at home
  • What is the current state of technology for each model?
Moderator:
Senior Advisor, GenSpring Family Offices (MFO)

Panelists:

VP Business Development,Ideal Power Converter
VP of Structured Finance, SPG Solar Inc.
Lead Analyst, North American Solar, Bloomberg New Energy Finance
President, Scatec Solar North America
1:00 pm
Luncheon
2:15 pm
Clean and Green Hedge Funds
  • Sustainable Investing Verses Socially Responsible Investing
  • Hedge Funds Verses Private Equity
  • The Argument for Liquidity
  • Opportunities in Water, Energy and Agriculture?
  • Opportunities on the Short Side of These Markets?
Moderator:
Founder and Co-Managing Member, AWJ Capital Partners, LLC

Panelists:

Portfolio Manager & Principal, Summit Global Management
Renewable Energy Portfolio Manager & Partner, Ardsley Partners
CFA, Portfolio Manager, PASSPORT CAPITAL
Managing Principals, Nephila Captial, LTD
3:15 pm
Clean and Green Venture Capital and Private Equity

Moderator:
Managing Partner and Chief Investment Officer, Ocean Endowment Partners, LLC

Panelists:
Partner, CalCEF Clean Energy Angel Fund
CEO, Clean Energy Group
Managing Partner, Abundant Power
&CEO, Barron Partners LP
4:15 pm
Refreshment Break
4:30 pm
Green Energy in Emerging and Frontier Markets
  • Opportunities in the Brazil, Russia and India?
  • Opportunities and barriers for international investment?
  • Opportunities in Frontier Market Countries?
  • China as a technological and production powerhouse?
  • Opportunities and barriers for international investment?
Moderator:
Chairman, City of Pontiac General Employee Retirement System

Panelists:
Principal, US Renewables Group
President, The Anchor House (SFO)
President, Mazama Science
Executive Director, Solar Electric Light Fund
5:30 pm
Meet The Manager and Energy Companies
This session will consist of 5 Energy Companies with a total of 7 minutes each to speak. There will be no power point presentations during this session. The 7 firms will one by one have a chance to discuss their background, strategy, methodology, performance and uses of their products. There will be a session leader carefully watching the 7-minute limit. After all 7 firms have presented, we will open the floor to questions from the audience.

Moderator:
Treasurer, Redford (MI) Police & Firemen Retirement

Panelists:
President & CEO, Beautiful Earth Group
Managing Member,Resource Royalty Fund LLC
Founder & Managing Partner, Light Green Advisors
6:00 pm
Cocktail Reception

Sponsiored by:
Think Energy, Inc.
Conference Day Two: Tuesday, June 7, 2011
7:30 am
Breakfast
7:55 am
Opening Remarks
8:00 am
Building Green
  • Green building materials and technology for a cleaner future
  • Energy efficiency within current systems
  • The push towards smarter more energy efficient buildings - Fully-integrating green technology in our future cities, offices, and homes
  • Financing trends and obstacles
  • Exciting developments in lighting, materials, building management systems, and demand response
Moderator:
Trustee, City of Austin

Panelists:

Executive Director, Institute for the Built Environment, Colorado State University
CEO, Cleantech Group
General Partner, U.S. VENTURE PARTNERS
LEED AP, Director of On-site Generation and Green Building, Think Energy, Inc
9:00 am
Fossil Fuel Prices and Green Energy: Market Outlook for Renewables vs Fossil Fuels in an Age of Regulatory/Incentive Uncertainty
  • Incentives for using natural resources versus renewable
  • What is the current state of technology to turn these into clean sources?
  • How can we integrate each into existing grid infrastructures without causing pollution?
  • Offshore opportunities
  • Minimizing disasters and pollution
Moderator:
Director, Public Citizen's Energy Program

Panelists:
Principal, RockPort Capital
Senior Advisor, Investment Banking, Tudor, Pickering, Holt & Co.
EIR, NIREC
10:00 am
Refreshment Break
10:15 am
Associate, Chadbourne & Parke LLP
10:45 am
Comparing and Contrasting the Different Types of Renewable Energy: Wind, Solar, Water and Nuclear - Which renewable energy fits your investment profile?
  • Incentives in renewable energy programs
  • What is the current state of technology for each model?
  • Future of renewable energy in businesses and at homes
  • Investing in real estate for future projects
  • How can we integrate each into existing grid infrastructures?
  • Offshore opportunities?
Moderator:
Chairman, Daytona Beach Police and Fire Pension Fund

Panelists:

Chief Executive Officer, Solaria Corporation
Director, Karbone Inc.
Founder and Chief Executive Officer, Think Energy, Inc
Vice Chairman, Orenco Hydropower
11:45 am
Wind Power
  • Investing in real estate and wind farms
  • Why Wind Energy?
  • What is the current state of technology for each model?
  • Integrating wind power into existing grid infrastructure
  • Offshore wind power
  • New installation capital costs
Moderator:
Chairman & CEO, Princeton Energy Group

Panelists
:
Founder, Selsam Innovations
Director- Energy Division, NC Department of Commerce
CEO, Makani Power Inc.
Portfolio Manager, Passport Capital
12:45 pm
Luncheon
2:00 pm
Smart Grids/Electricity
  • How a proper smart grid/smart electric power system is created
  • Options in smart grid's applications
  • Why investors need to consider smart grids
  • Smart grid IT infrastructure
Moderator:
Technology Director, Pecan Street Project

Panelists:

Managing Partner, SAIL Venture Partners LLC
President and CEO, Power Tagging
VP of Corporate Development, Ecotality
2:45 pm
Green Vehicles and Motors
  • Green vehicle outlook
  • Current and future regulations on the U.S. auto industry
  • Energy storage: batteries
  • Fuel cell technologies
  • Investing in the green automobile industry
Moderator:
Vice President, UGL Services

Panelists:
Vice President, UGL Services
Managing Partner, Regus Advisors, Inc.
President & Founder, Arcimoto, LLC
3:30 pm
Refreshment Break
3:45 pm
Hydrogen and Fuel Cells
  • Introduction to the fuel cell market landscape
  • Investing in fuel cells and hydrogen
  • Fuel cell companies with real products for real markets
  • Differences between electric, hydrogen, and hybrid cells
  • Fuel cell investment
Moderator:
Principal, Worthington Sawtelle LLC

Panelists:
Executive Director,The California Fuel Cell Partnership
Executive Director, BTI/Fuel Cells 2000
President, First Element Energy
4:30 pm
Waste To Energy and Biomass -A look into Alternative Renewable Energy Sources
  • Energy from animal waste
  • Energy from desalination of water
  • Producing Energy through the combustion of methane, methanol, ethanol or synthetic fuels
  • Thermal versus Non-Thermal Technologies
  • Present state of biomass energy
  • Biomass products
  • Biomass crop systems
Moderator:
MPA, Westmark Group

Panelists:
Director of Canadian Operations, Center for the Advancement of the Steady State Economy
Research Associate, The University of Texas at Austin
CEO, Propel Fuels
5:15 pm
Algae
  • Conversion process of algae into useable fuel applications
  • Present outlook on algae and views on the future of the industry
  • Algae growth and production outside of the U.S.
  • Opportunities and barriers in algae investments
Moderator:
Professor of the Chemical Engineering Department, University of New Hampshire

Panelists:

Chairman, Co-Founder, Katan Associates (SFO)
President, BIODICO
Bioengineer, NASA Ames Research Center
6:00 pm
Cocktail Reception

Sponsored by:

Chadbourne & Parke LLP
Attendees Earlybird Special
Expires 06/01/2012
Regular Price: $2,195.00
Price: $1,495.00
:
Energy Companies
(Investment Fund Managers Excluded)
$795.00
:
Plan Sponsors, Approved Family Offices, Non-Discretionary Consultants, and Academics
Complimentary Registration
$0.00
:
Pending Registrations
No Registrations Pending
    register now
    Healthcare
    life sciences
    emerging technology
    Finance Events
    Sponsor
    Request More Information
    Join Our Mailing List