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Energy Investment Forum 2013


A Case of Renewables versus Natural Resources
June 10-11, 2013
Hyatt at Fisherman's Wharf
San Francisco, CA

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Conference Details:
In light of our current geopolitical climate, there is a growing debate over renewable energy versus natural resources like oil, natural gas, and other fossil fuels as compared to its counterpart in clean energy technologies. The energy conference is a necessary forum that will allow energy experts, utility companies, money managers and institutional investors network and educate each other on the debate surrounding renewable energy versus natural resource investment opportunities.

Experts and industry professionals from across the globe will travel to San Francisco to speak on the hottest topics in the industry, including:

  • Clean Energy Technologies
  • Oil and Natural Gas
  • Climate Control
  • Role of Utilities
  • Infrastructure
  • Domestic and International Investment Outlook
  • Policy and Regulation
  • Project Financing
  • Institutional Investing Opportunities
  • Evaluating the Risk of Fossil Fuels compared to Clean Energy Investing
  • Sustainable Investing
and many more!
Keynote Speaker:
Tito Cordella

Joel Kurtzman, Senior Fellow; Executive Director, Center for Accelerating Energy Solutions, THE MILKEN INSTITUTE

Tito Cordella

Paul J. Zecchi, President & CEO, CENTRAL RESOURCES, INC.

"Oil & Gas in South America: A Snapshot."

View Speaker Biographies
Who Should Attend:
  • Plan Sponsors
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Money Managers - Energy Funds
  • Venture Capitalists
  • Energy Company Executives and Managers
  • Energy Policy Analysts
  • Governmental Employees in Energy Resource Planning
  • Academics Specializing in Energy Policy and Analysis
  • Electricity Pricing and Market Analysts
  • Energy Consultants
  • Attorneys
  • Energy Company Planners
  • Economic Energy Risk and Derivatives Specialists
  • Oil and Natural Gas Executives
  • Energy Rate Executives
  • Electric and Utility Supervisors
  • Energy Environmental Analysts
  • Geologists and Engineers
  • Environmentalists
  • Money Managers - Private Equity
  • Insurance Companies
  • Impact Investing Specialists
  • Cleantech Software Providers
  • Energy Storage Specialists
  • Energy Supply Providers
Testimonial:
"The Conference was both interesting with its variety of speakers as well as with the people attending. People at the Conference talked to one another and groups forming new relationships and creating innovative networks. In my case, at least two different groups of people wanted my advise on emerging green technologies as investments and as potential entrepreneurial companies. From those discussions further interactions occurred that could turn into successful ventures."

--Woodrow W. Clark, II, MA3 , PhD. Managing Director
Clark Strategic Partners2007 recipient of the Nobel Peace Prize
along with his colleagues of United Nations Intergovernmental Panel on Climate Change (UNIPCC)

Past Industry Representation:
Woodrow Clark

Hotel Info:
Hyatt at Fisherman's Wharf
555 North Point Street
San Francisco, CA 94133
Tel: 415 563 1234

We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins.
Online Hotel Reservations
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room
Conference Registration Prices:
Earlybird I
(Expires 03/15/13)
Earlybird II
(Expires 05/19/13)
Standard Rate
Asset Managers & Service Providers
$1495 USD
$1995 USD
$2195 USD
Venture Capitalists and Fund of Funds (Other Fund managers excluded)
$1495 USD
Energy companies and Insurance companies (investment Fund managers excluded)
$795 USD
Institutional End- Investors and Utility Company Reps (Subject to Qualification)
Complimentary

Register Now!

Registration price reflects $100 online discount

*Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898 x 0
Email: information@opalevents.org
Executive Sponsor:
Ledger Petroleum
General Sponsors:
Bookoff McandrewsBurlesonConcord
Media Partners:
1energyAlHuda CIBEAllaboutrisk Alternative Energy AfricaAlternative Latin InvestorAmerican Academy of Financial Management Business Portal hedge fund searchAllEquityFunds Capital HedgeCarbon Credit Capital Cleantech Law Partners The Daily EnergyEco-Business Ecopoint Limited Energy Trends Insider Events In AmericaFocus EconomicsForgotten EconomyGreen ConductHedge ConnectionHedgeco.net Hedge Fund Alert HFObserver IAI Review IntegriDataLatin NewsLeebugNRG ExpertOxford Business Group  Real Estate AlertRe DatabaseTrue Banking VC Taskforce World Oils
Untitled Document
2013 Agenda (current as of 05/15/13)
Conference Day One: Monday, June 10, 2013
9:00 am
Exhibit Setup
10:00 am
Speaker-Hospitality Lounge / Exhibit Hall / Meeting Rooms Open
10:00 am
Registration Open
11:45 am
Opening Remarks
12:00 pm
Managing Partner, Geologist, Ledger Petroleum
12:30 pm
Director, California Energy Investment Center
1:00 pm
Defining Government Policy and Regulations within the Development of the Energy Sector
  • Future of Tax Breaks and Incentives for Investing Green
  • Role of a Price on Carbon
  • Community Choice
  • State RPS - stay the course or are changes coming?

Moderator:
Director, PUBLIC CITIZEN’S ENERGY PROGRAM

Panelists:
President, Local Power
Vice President, RES Americas
President & CEO, Future 500
Senior Environmental Counsel, Southern California Gas Company (SoCalGas)
2:00 pm
The Role of Utilities in Clean Energy Investing: Understanding the Utility Perspective on Clean Energy
  • What do utilities see as the biggest challenges to adopting new clean technologies while keeping up with today’s energy demands?
  • The regulatory environment
  • What role they intend to play in the future of Clean Energy?
  • What steps are they taking now to get involved in clean technologies?
  • Will other state Public Utility Commissions follow California's lead to provide 5% net metering?
  • Making clean energy competitive

Moderator:
Executive Director, CLEAN COALITION

Panelists:
Senior Business Development Manager, NAES Corporation
Senior Vice President of Operations, Concord Servicing Corporation
Director, Policy and Environment, Southern California Gas Company (SoCalGas)
3:00 pm
Networking Refreshment Break
3:30 pm
Project Financing and Marketing: Where is the Money coming from and how can Investors get involved?
  • Sourcing Deal Flow – finding sustainable, environmentally friendly, humanistic companies and products
  • The role of tax incentives in renewable energy projects
  • Utilizing public-private partnerships Sourcing Deal Flow -- finding sustainable, environmentally friendly, humanistic companies and products
  • Educating Limited Partners and overcoming skepticism when limited track record for the space exists
  • Key Metrics and Screens/Benchmarks: Criteria for financially attractive energy investments
  • Can non-Traditional lenders fill the gap being left behind by the declining number of long term lenders?
  • The Role and Impact of Intellectual Property in Green Energy Investments.

Moderator
Senior Program Advisor, Institute for Energy & Sustainability

Panelists:
General Manager, Sempra Energy
Attorney, Bookoff McAndrews, PLLC
4:15 pm
Green Energy in Emerging and International Markets
  • Current state of worldwide wind, solar, biomass projects, etc.
  • Opportunities and barriers for international investment? Identifying key risks.
  • Opportunities in Brazil, China and India?
  • A look at Germany and their progress with renewable energy
  • Evaluating the institutional investor appetite for International investing and the creation of the right models for execution of the investments
  • What are the frontier markets, and how can investors access them?
  • Renewable energy boom in Africa
  • Opportunities in Frontier Market Countries?
  • Opportunities and Barriers in Sub-Saharan Africa 

Moderator:
Managing Partner, Fumase, LLC

Panelist:
Managing Director,
Rio Bravo Investimentos
Distinguished Professor, Virginia Commonwealth University
Founder & Executive Director, San Francisco Community Power
5:15 pm
Keynote Speaker:
“Oil & Gas in South America: A Snapshot.”

President & CEO, Central Resources, Inc.
5:45 pm
Open Networking Roundtable Workshops
Sponsors will host personalized and interactive discussions on a variety of topics.  Attendees will have the opportunity to reserve a seat prior to the conference.
5:30 pm
Roundtable 1:
“Self directed IRAs “

Facilitator:
IRA SERVICES TRUST COMPANY
Roundtable 2:
Working with Government owned Assets - National, State & Local. Or Infrastructure Investing - The Government is Everywhere.

Facilitator:
Executive Director-Administrator, Jacksonville Police and Fire Pension Fund
Trustee & Board Chairman, Jacksonville Police and Fire Pension Fund
Roundtable 3

Facilitator:
6:15 pm
Networking Cocktail Reception
Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day.
Conference Day Two: Tuesday, June 11, 2013
7:30 am
Speaker-Hospitality Lounge / Exhibit Hall / Meeting Rooms Open
7:30 am
Networking Continental Breakfast
8:45 am
Opening Remarks
9:00 am
Energy Assets as Real Options -- Power Plants as Spread Options
  • Power Plant Valuation as a Strip of FUTURES Contracts
  • Enhanced Valuation: Power Plant Valuation as Strips of OPTION Contracts
  • How Do Investment Banks "Lock in" the Value of Real Assets like Power
  • Plants?
Speaker:
Professor of Finance, University of Texas- Austin
9:30 am
CEO, American Infrastructure MLP Funds
10:00 am
New Opportunities in Renewable Energy
  • Wave Energy
  • Hydrogen and Fuel Cells
  • Waste To Energy and Biomass
  • Green Vehicles and Motors
  • Algae
  • High Speed Railways
  • Fuel Storage

Moderator:
Co-Founder/Director, Cornerstone Angels

Panelists:
Executive Director, BTI/Fuel Cells 2000
CEO, 4D ENERGETICS INC.
CEO, AVANT CAPITAL
Owner, Energy Technology Advisors
11:00 am
Networking Refreshment Break
11:30 am
The Role of Infrastructure:
  • What are the roles of water in drilling for natural resources and how do we return it to its natural state after use without negatively affect the environment?
  • What is the current state of technology? Renewable vs. Natural Resource technologies and ho affordable are they.
  • How can we integrate each into existing grid infrastructures without causing pollution?
  • Transportation of Electricity and Power
  • How long will it take to build out the EV infrastructure of the future?  What will it look like (e.g. in the home/bus/standalone stations)? Who will be the winners?
  • Can the nation's infrastructure keep up with growing demand for cleaner energy?
  • What improvements are being made to smart grid technologies?
  • How can we improve energy efficiency by repairing our aging power grid and water grid infrastructure?
Moderator
CEO, FERGUSON FAMILY INVESTMENTS (SFO)

Panelists:

President and Executive Director, Sustainable Silicon Valley
Managing Director, EM Capital Management
Portfolio Manager, Wall Street Associates
12:15 pm
Outlook on Wind and Solar Power: The Offshore vs. Onshore Debate
  • Investing in real estate and wind farms
  • Growth in the bond market for wind investments
  • What are the financial incentives?
  • Why Wind Energy? Why Solar Energy?
  • Wind and Solar programs in Europe and developing nations
  • What is the current state of technology for each model?
  • Integrating wind and solar power into existing grid infrastructure
  • Offshore opportunities
  • Future of residential and commercial opportunities
  • New installation capital costs

Moderator:
Chief Technical Officer, Pecan Street Project

Panelists:
Renewable Energy Program Manager, San Francisco Department of Environment
CEO, SUNTCO
CEO, Alternate Energy Solutions Integrated, Inc.
1:00 pm
Luncheon

Keynote Speaker:
Senior Fellow; Executive Director, Center for Accelerating Energy Solutions, The Milken Institute
2:15 pm
Opportunities in Oil: Shale, Offshore, and Pre-Existing Wells
  • Offshore Oil Drilling: Risk vs. Reward
  • Fracking: It’s Good for the Economy…AND the Environment?
  • Power in a low-carbon economy
  • Investing in offshore drilling
  • The shale gas revolution: profiting from the boom
  • How can tapping Pre-existing wells be profitable for investors?
  • Private Equity’s enormous growth potential

Moderator
Chairman/Trustee, Hispanic & Business Alliance

Panelists:
Director, CI Investments (SFO)
Associate Director, SRI International
Hastings Equity Partners
3:30 pm
Natural Gas: Is it the Key to Energy Independence?
  • The shale gas revolution
  • Risk vs. Return outlook
  • How are technologies improving to make drilling safer?
  • Growing uses for LNG
  • Transportation and Storage
  • What are the best regions to look in and what are the opportunities within?
  • What are the best practices for Investing in this asset class?

Moderator:
CIO & Chairman of the Board, KRYSTAL FOUNDATION

Panelist:
Managing Partner, Burleson LLP
President , Petro Consultants
4:15 pm
Green Building
  • Green building materials and technology for a cleaner future
  • LEED portfolio initiatives
  • 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:
Director - Energy Division, NC Department of Commerce

Panelists:
Green Finance SF/Private Sector Green Building Coordinator, San Francisco Department of Environment
5:00 pm
Networking Cocktail Reception
Join us and unwind with fellow industry professionals for refreshments during our last networking break of the day.
Speaker Biographies
Joel Kurtzman, Senior Fellow; Executive Director, Center for Accelerating Energy Solutions, The Milken Institute

Joel Kurtzman is a senior fellow, executive director of the Center for Accelerating Energy Solutions and publisher of The Milken Institute Review. He is also a senior advisor to Knowledge Universe. Previously, he was global lead partner for Thought Leadership and Innovation at PricewaterhouseCoopers, where he was responsible for developing new, marketable ideas in strategy, technology, the capital markets and business policy. He was also responsible for the firm's Menlo Park Technology Research Centre, its technology forecasting teams and its innovative R&D.

Kurtzman developed the Opacity Index with the Milken Institute. He is the former editor of the Harvard Business Review and a former member of the editorial board of Harvard Business School Publishing. He was also business editor and columnist at The New York Times. He was a columnist for Fortune, Chief Executive and the European Business Forum, and was an on-air book reviewer at CNN.

Kurtzman began his career as an international economist at the United Nations, where he was deputy director of the U.N.'s Project on the Future. He was responsible for 19 teams of researchers in 23 countries who were engaged in a massive, global, economic and social forecasting and policy-making program. His economic modeling teams were the first to warn of the impending Latin America debt crisis. Kurtzman's research teams produced a library of 17 volumes of books on the global economy. While at the U.N., he participated in the negotiations between India and the Union Carbide Corporation over the Bhopal disaster. For these efforts, he was awarded India's Indira Gandhi Prize.

Kurtzman is the author of 20 books and hundreds of articles. He is a member of the editorial board of MIT's Sloan Management Review and an advisor to Wharton's SEI Center. He has lectured around the world, hosted television and radio programs globally and served as chairman of numerous conferences. Kurtzman earned his AB at the University of California, Berkeley, where he was the Recipient of the Eisner Memorial Award, the highest award given by the university to a student. He earned his master's at the University of Houston in Studies of the Future (economic forecasting) and was the recipient of a Moody Foundation Fellowship. He has served on public and private company boards and on the boards of nonprofit organizations.
Paul J. Zecchi, President & CEO, CENTRAL RESOURCES, INC.

Mr. Paul J. Zecchi is the President and Chief Executive Officer of Denver, Colorado based Central Resources, Inc. and affiliates, and has served in such capacity since October 1988. Prior to founding Central in 1988, he was the President of Midland Resources, Inc., a Midland Texas based independent energy company, from June 1984 to September 1988. From 1971 to 1984, Mr. Zecchi held various executive, management, and engineering positions for, among others, Johnston Division of Schlumberger Technology Corp, Parker Drilling Company, and Tennessee Gas Pipeline Company, Division of Tenneco, Inc. Since 1984, he has been primarily involved in the acquisition and exploitation of oil and gas producing assets and the subsequent operational management of those properties. Mr. Zecchi has personally negotiated the purchase and sale of approximately $500 million of oil and gas assets in the U.S., Canada, Argentina, and Brazil and is actively pursuing similar potential opportunities in other countries as well. He holds a Bachelor of Science Degree in Petroleum Engineering from Marietta College and a Master of Science Degree in Management Science from Renssalear Polytechnic Institute. Mr. Zecchi sits on several charitable and corporate boards, including Novus Energy, Inc. an alternative fuel company based in Minneapolis. He was the former president of the Independent Petroleum Association of Mountain States.

Register:
Asset Managers & Service Providers
Early Bird Registration
Regular Price: $2,195.00
Price: $1,995.00
:
Venture Capitalists & Funds of Funds
Other Fund Managers Excluded
$1,495.00
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Energy & Insurance Companies
Investment Fund Managers Excluded
$795.00
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Institutional End-Investors & Utility Company Reps
Complimentary Registration
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