Solar Finance and Investment USA 2015

Topics

• Subsidies beyond the ITC, how may Congress still contribute?
• Lobbying updates: who is doing what and why?
• What is the market for 10% tax equity?
• How will tax equity structures accommodate new financial models?
• What is the actual cost of capital, taking into account the growth factor investors will expect?
• How many YieldCos can the market absorb?
• International Yieldco: impact of currency, political risk and levels of geographic diversification
• What impact will storage and asset diversification have on current and future YieldCos’?
• Overview of U.S. storage subsidies and comparisons to European solar+storage financings
• Manufacturer YieldCo vs Developer YieldCo vs Utility YieldCo: the pros and cons of each business model
• How will storage be packaged for utilities scale, C&I, residential?
• How the power market structures affect solar+storage options: PJM, ERCOT, California, Northeast and Hawaii
• Measure and reduce your soft costs
• Revamping projects through grid stability: increasing the M&A pool
• What can streamlining of financing arrangement do to speed up deals?
• Reducing CAPEX
• How will storage contribute to make solar attractive
• Technology update: can panel prices and BOS reduce any further and what are the implications on technical risk
• Impact of the increasing liquidity
• Term B loans
• How will project finance will change to finance smaller deals
• The fate of interest rates
• Credit enhancement: Green Banks as catalysts of investment
• What conditions are needed for Green Bonds to catch on?
• Consolidation: scale or control, what is the winning strategy?
• Preferred investment avenues
• Timelines: what are the key factors to keep in mind to ensure the quality in the rush to build
• How to achieve financial close for utility scale projects after 2016

Who should Attend

• Investment Banks
• Developers, Project Sponsors and Operators
• Pension Funds & Other Institutional Investors
• Tax equity Investors
• Insurance and Re-Insurance Companies
• Private Equity
• Accountants
• Brokers
• Law Firms
• Rating Agencies
• Panel Manufacturers
• Engineering Firms, EPCs and Consultants
• Utilities and Off-Takers
• Asset Management / O&M Experts
• Information Technology Experts
• Building Owners, Municipal and Private Land Owners
• Balance of System Providers