Sustainable
Investments
in 2016 and Beyond


Wednesday, March 2 at 8:00am

Citi Executive Conference Center -
153 E 53rd Street, 14th fl., New York, NY


New solutions for longstanding industry issues

Citi is excited to host a special client conference on sustainable investment in New York. The forum will have a focus on companies that are developing new solutions for longstanding industry issues.

Set for three months after the global COP-21 in Paris, the day will feature a series of topical panel discussions on:
  • How utility and renewable companies are responding to the changing landscape;
  • How VC investors are viewing the opportunity;
  • Renewable/alternative energies (solar, water, wind) and energy efficiency;
  • Smart Buildings – what does the future hold;
  • Where will the $1 trillion come from;
  • The current regulatory environment and challenges to sustainable investing.

There will also be opportunities for investor/corporate 1x1 meetings. We expect to be joined by at least 10 innovative management teams from both public and private sustainability-focused companies plus more than 50 traditional and cross-over institutional investors, VCs, family offices professionals and industry thought-leaders.

We look forward to having you join us in March!

Agenda

8:00 am Registration and Breakfast  
8:20 am Welcome & Opening Remarks Michael Eckhart – Managing Director, Global Head of Environmental Finance, Citi Investment Bank
8:30 am Fireside Chat: Post Paris – Global Drivers for Sustainable Investment David Sandalow – Former Undersecretary of Energy & Assistant Secretary for Policy & International Affairs
with Michael Eckhart, Citi
9:15 am Update on Citi's $100B Environmental Finance Goal Val Smith – Director, Head of Corporate Sustainability, Citi Sustainability
10:00 am Panel: Evolving Regulation – Opportunities and Threats Amy Davidsen – Executive Director, The Climate Group
Joe Oates – Chairman, Competitive Energy Businesses, Con Edison
Alberto Ravagni – CEO, SOLIDpower
Brian Wuebbels – CEO, TerraForm Power & CFO, SunEdison
Dr. Anthony Yuen – Global Energy Strategist, Citi Research
Moderated by Sandip Sen, Citi
10:45 am Panel: Technology Driving Change in Renewables Phil Giudice – CEO & President, Ambri
Scott Pearson – CEO, Aquion Energy
Lars Andersen – CEO, Ogin
Jesse Grossman – CEO & Co-Founder, Soltage
Christoph Ostermann – CEO & Founder, Sonnen
Moderated by Sandip Sen, Citi
11:30 am Citi GPS: Energy Darwinism II Jason Channell – Managing Director, Global Head of Alternative Energy & Cleantech, Citi Research
11:50 am Citi GPS: Energy 2030 – Financing a Greener Future Dr. Anthony Yuen – Global Energy Strategist, Citi Research
12:15 pm Lunch and Networking  
12:40 pm Panel: Venture Capital Investments in Private Companies Nancy Pfund – Founder & Managing Partner, DBL Partners
Andrew Shapiro – Founder, Broadscale Group
Moderated by Michael Eckhart, Citi
1:30 pm Where Will the $1 Trillion Come From?
Opportunities in Tax Equity, Project Bonds, Securitizations, Pace, Green Bonds and Other Equity
Marshal Salant – Managing Director, Global Head of Environmental Finance, Citi Capital Markets
2:30 pm Panel: Investment Opportunities in Water Dr. Matthew Silver – Founder & CEO, Cambrian Innovation
Earl Jones – Member, Liberation Capital
Jim Matheson – President & CEO, Oasys Water
Carlos Riva – CEO, Poseidon Water
Kurt Soderlund – CEO & Founder, Safe Water Network
Rod Parsley – Managing Director, Tradewinds Global Investors
Moderated by Tom Burton – Member, Mintz, Levin
3:15 pm Panel: Smart Buildings – What Does the Future Hold? Lindsay Baker – President, Building Robotics
John Schaaf – VP, Stationary Energy Storage, Power Solutions, Johnson Controls
Paul Savage – CEO, Nextek Power Systems
Bennett Fisher – CEO, Retroficiency (subsidiary of Ecova)
Steve Avadek – Director & Global Head of Sustainability, Citi Realty Services
Moderated by Bruce Schlein, Citi
4:00 pm Panel: Alternative Financing Opportunities Today Rob Day – Partner, Black Coral Capital
Dr. Ion Yadigaroglu – Partner & Managing Principal, Capricorn investment
Everett Smith – Managing Partner, GoldenSet Capital
Graham Smith – CEO, Open Energy
Moderated by Peter Rothstein – President of NECEC
4:50 pm Fireside Chat: The Financial Sector's Role in Driving Sustainability Solutions Mindy Lubber – President, Ceres
with Val Smith, Citi
5:30 pm Cocktail Reception  
  *Agenda as of February 26, 2016, subject to change

Keynote Speakers

Mindy
Lubber

President

Ceres

Nancy
Pfund

Founder & Managing Partner

DBL Partners

David
Sandalow

Inaugural Fellow, Center on Global Energy Policy

Columbia University

Andrew
Shapiro

Founder

Broadscale Group

Guest Speakers

Investors & Advisors

Thomas R.
Burton, III

Member; Founder & Chair, Energy Technology Practice

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

Stephan
Dolezalek

Founder/Managing Director, Resourcient Group; Managing Director, VantagePoint Capital Partners

Resourcient Capital Partners/VantagePoint

Earl
Jones

Member

Liberation Capital

Peter
Rothstein

President

NECEC: Northeast Clean Energy Council & NECEC Institute

Everett
Smith

Managing Partner

GoldenSet Capital Partners

Ion
Yadigaroglu

Partner & Managing Principal

Capricorn Investment Group

Public Companies

Bennett
Fisher

CEO

Retroficiency

John
Schaaf

VP&GM, Distributed Energy Storage

Johnson Controls

Private Companies and Nonprofits

Lars
Andersen

CEO

Ogin

Lindsay
Baker

President

Building Robotics (maker of Comfy)

Amy
Davidsen

Executive Director

The Climate Group

Phil
Giudice

CEO, President & Boardmember

Ambri

Jesse
Grossman

CEO & Co-founder

Soltage

Jim
Matheson

President & CEO

Oasys Water

Joe
Oates

Senior Vice President, Corporate Shared Services

Con Edison

Christoph
Ostermann

CEO & Founder

Sonnen

Scott
Pearson

CEO

Aquion Energy

Carlos
Riva

CEO

Poseidon Water

Paul
Savage

CEO

Nextek Power Systems

Dr. Matthew
Silver

Founder & CEO

Cambrian Innovation

Graham
Smith

CEO & Founder

Open Energy Group

Kurt
Soderlund

CEO & Founder

Safe Water Network

Kelly
Warner

President

Advanced Microgrid Solutions

Citi Professionals

Steven
Avadek

Director & Global Head of Sustainability

Citi Realty Services

Jason
Channell

Managing Director, Global Head of Alternative Energy & Cleantech

Citi Research

Michael
Eckhart

Managing Director, Global Head of Environmental Finance

Citi Investment Bank

Marshal
Salant

Managing Director, Global Head of Alternative Energy Finance

Citi Capital Markets

Bruce
Schlein

Director, Alternative Energy Finance

Citi Capital Markets

Sandip
Sen

Managing Director, Global Head of Alternative Energy & Power/Utilities

Citi Corporate Bank

Val
Smith

Director, Head of Corporate Sustainability

Citi Sustainability

Dr. Anthony
Yuen

Director, Global Energy Strategist

Citi Research

...More to come!

Participating Companies

Investors & Advisors

Public Companies

Private Companies

Citi Executive Conference Center

153 E 53rd Street, 14th fl., New York, NY

Citi's Commitment to the Environment

Sustainability is embedded in Citi's core business. We work to advance environmental and social progress and conduct business in a way that creates value for our clients, customers, communities and employees.

Citi's Sustainable Progress Strategy – our five-year plan for serving our clients and promoting sustainable development – is based on our commitment to innovation, responsible finance, client partnership, and strengthening the connection of environmental and social issues and global finance.

Details and performance metrics can be found in our Global Citizenship Report.

DAYS HOURS MINUTES SECONDS