Charting Your Course in Clean Energy Investing
Limited Partners Roundtable
An exclusive event for institutional and family investors who are refining their approaches to clean energy investing through venture capital and private equity funds
Tuesday, October 19, 2010, 8:00 AM – 1:00 PM
Marriott City Center, Denver, Colorado
Presented by Cimarron Capital Partners in conjunction with the
National Renewable Energy Laboratory’s 23rd Industry Growth Forum,
October 19-21, 2010,
www.cleanenergyforum.com
Paired with NREL’s Industry Growth Forum – the nation’s premier clean energy venture forum – the Clean Energy Roundtable provides a valuable opportunity to meet leading fund managers, scientists, entrepreneurs, and policy makers and gather a current picture of the evolving industry.
Registration and LP-GP Meeting Rooms
Confirmed speakers
Roundtable Agenda, October 19, 2010
 | 7:30 | Continental breakfast |
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| 7:50 | Welcome |
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MARKETS
POLICY &
TECHNOLOGY | 8:00 | A picture of the low-carbon energy system of the future is starting to emerge based on the experiences of today’s frontrunner technologies. A panel of experts takes a closer look at the future investment climate for clean energy. What is the value of being active in the space? What conditions will enhance or impede the market? What are the signposts for investors to consider? How does this information translate into a strategy and process for clean energy fund investing? |
| | Dr. Doug Arent, Executive Director, Joint Institute for Strategic Energy Analysis, NREL
Scott Jacobs, Associate Principal and Co-Founder of the Global CleanTech Practice, McKinsey & Company
Michael A. Tharp, Managing Director, Cimarron Capital Partners, LLC
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| 9:30 | Break |
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| LIQUIDITY | 10:00 | Clean energy M&A activity appears to be rebounding from its earlier downturn. What is the appetite for acquisitions and IPOs? Who are the buyers of clean energy companies, what do they seek, and how are they positioning for the long term? |
| | Amy Corinne Smith, Managing Director, CleanTech Investment Banking, Jefferies & Company |
| TRENDS IN FUNDS | 10:30 | Funds have crowded into the clean energy space in the past few years, creating more options for institutional and family investors. A data service reports on the evolution of funds and their investment strategies.
Ethan Zindler, Head of Policy Analysis, Bloomberg New Energy Finance |
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| FUND PERSPECTIVES | 11:00 | What are the views from the front lines? Top fund managers offer their perspectives on the clean energy investment thesis and the requirements for a successful portfolio.
David F. Lincoln, Managing Partner, Element Partners
Scott Gardner, Managing Director, US Renewables Group |
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| 12:00 | Luncheon |
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AFFILIATED
EVENTS | 1:00 | Adjourn to Affiliated Events
LP-GP pre-arranged meetings, October 19, 1:00-5:30
NREL’s Colorado Welcome Reception, October 19, 5:30-7:30
23rd Annual NREL Industry Growth Forum, October 19-21
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