Program /// Day 2
3 June 2016

Program /// Day 2


09:15 | Conference opening & welcome by conference chairman - Stefano Cruccu /// Sr. Project Manager - Solarplaza


Session 4. Curtailment

09:30 | Risks and expected effect of curtailment on a solar portfolio

  • Introduction to curtailment for an operational portfolio
  • Analysis of the impact of curtailment
  • Plans for mitigating curtailment impact
  • How does a bank assess curtailment risk?
HIROSHI MATSUKAWA
SENIOR RESEARCH ANALYST /// RTS CORPORATION
MARTIN STEIN
SENIOR MANAGER /// SHINSEI BANK
 

10:15 | Solutions to face current and future levels of curtailment

  • What future curtailment rules will the market have to deal with?
  • How can battery storage help deal with curtailment?
  • What are solutions applied abroad?
MARTIN MESMER
DIRECTOR OF OPERATIONS /// GSSG SOLAR
MICHAEL MCCARTHY
MANAGING DIRECTOR /// NEC ENERGY SOLUTIONS
NARUTO YOSHIMARU
SR MANAGER OF ENERGY CONSULTING DEPARTMENT /// HITACHI CONSULTING CO., LTD.

11:00 | Networking break

Session 5. Portfolio management

11:30 | The growing importance of portfolio management

  • Differences between asset- vs portfolio-level thinking and acting
  • How to deal with different service providers and contracts
MODERATOR:
FRANK PACKARD
PARTNER /// RENEWABLE ENERGY MANAGEMENT
YUJIRO HIRAYAMA
MANAGING DIRECTOR /// OCTAVE JAPAN
MASAYUKI AKAGI
CEO /// M SOLAR ASSET MANAGEMENT
 
EDMÉE KELSEY
CEO /// 3MEGAWATT

12:00 | International lessons learnt from scaling a solar portfolio

  • Main challenges of integrating many assets in one portfolio
  • Key factors that determine efficiency
  • Practical lessons from operational solar portfolios around the globe

12:45 | Networking lunch

Session 6. M&A and secondary market

WATARU HIGUCHI
PARTNER /// ANDERSON MORI & TOMOTSUNE

14:00 | Solar project transactions in Japan

  • ‘Typical’ solar project transactions (examples of operational project transactions, development phase, etc)
  • Options and process to exit from solar projects (listed vs unlisted infrastructure funds)

14:30 | Infrastructure funds: opportunities and benefits

  • The process for listing a fund
  • Tax exemptions that apply for energy infrastructure including solar
  • Experience with listing a fund
  • Future expectations
HIROSHI OUCHI
HEAD OF GREEN ENERGY INVESTMENT OF SAM /// SPARX
MAMORU TAKAHASHI
INVESTMENT DIRECTOR /// TAKARA ASSET MANAGEMENT CO.,LTD
 

15:15 | Networking break

Session 7. Strategies for 2017 and beyond

16:00 | How to make the solar business model work at 24Y/kwh or less

  • Comparison of Japanese price levels with those of other solar markets
  • Operator standpoint: priorities for cutting costs
  • Financier standpoint: what projects can still be financed at lower FIT levels?
  • What will be benefits of potential game changers like battery storage?
TAKEHIRO KAWAHARA
RENEWABLE ENERGY ANALYST /// BLOOMBERG
TORU INOUE
HEAD STRUCTURED FINANCE /// GOLDMAN SACHS
ATSUSHI ITO
PRESIDENT /// NEXT ENERGY & RESOURCES CO., LTD.
NATE FRANKLIN
COUNTRY MANAGER /// PACIFICO ENERGY K.K.

17:00 | Closing words & Networking drinks


Program /// Day 2
3 June 2016