Global Power Markets Conference

Douglas Giuffre, Executive Director, Head of Americas Power and Renewables Research, S&P Global Energy

Douglas Giuffre, Executive Director, Head of Americas Power and Renewables Research, S&P Global Energy

Brian Bolster, President, CEO, NextEra Energy Resources, LLC

Moderator: John Leonti, Partner, Troutman Pepper Locke

Rober M. Blue, Chair, President, CEO, Dominion Energy

Moderator: Douglas Giuffre, Executive Director, Head of Americas Power and Renewables Research, S&P Global Energy

Artificial intelligence and data center expansion are redefining the power landscape, driving one of the most significant load growth cycles in decades. But despite surging demand, an emphasis on power reliability, accessibility and affordability continues to be at the forefront. How are utilities working with industry to prepare the grid, overcome regional constraints, permitting, infrastructure timelines, and strategies for integrating new generation and transmission at scale. 

Moderator: Fritz Lark, Partner, Baker Botts L.L.P.

Carim V. Khouzami, Executive Vice President, Transmission and Development, Exelon

Fred Day, Managing Partner, Brookfield

Ian Black, Senior Vice President, Global Head of Energy, Digital Realty

Vimal Chauhan, Managing Director, Power and Development Leader, GE Vernova

The grid is evolving under mounting demand and growing intermittent generation; dispatchable resources have re-emerged as critical to system stability and long-term investment confidence. Strength through diversity has emerged more important than ever as power providers expand portfolios from natural gas and nuclear to emerging technologies such as carbon capture, geothermal, and long-duration storage. How are evolving market designs, reliability standards, and capital frameworks shaping the next wave of dispatchable supply, and how the industry can secure reliable power while advancing decarbonization and affordability goals.

Moderator: John Leonti, Partner, Troutman Pepper Locke

Stacey Doré, Chief Strategy and Sustainability Officer, Executive Vice President of Public Affairs, Vistra Corp

Andrew Gilbert, Partner, Energy Capital Partners

Sarah Wright, Founder, Managing Partner, Hull Street Energy

Gregory Kosier, Director, General Manager, West Retail Power, Commodities Management Group, Constellation

Bruno Brunetti, Renewables Markets, Revenue Streams Lead, S&P Global Energy

Eric Luo, President, LONGi North America

Economic shifts are impacting renewable energy projects, including inflation, supply chain disruptions, and regulatory changes. How can renewables meet the need for energy security while navigating shifting priorities to be energy independent?

Moderator: Philip Corsello, Partner, Steptoe

Justin DeAngelis, Partner and Head, Sustainable Infrastructure, Denham Capital

Daniel Barbosa, Executive Director, Morgan Stanley

Lesley Hunter, Senior Vice President, ACORE

Energy supply is a critical limiting factor for the growth of data centers amid concerns about energy costs, reliability, and environmental impact. How are data  centers incorporating renewable energy into their growth plans?

Vijay Kaki, Senior Market Design Specialist, New York ISO

Scott Wilmot, Principal Analyst, Enverus

Nicholas Speyer, CEO, Syso Technologies

Matt Eggers, Managing Director, Prelude Ventures

Learn about the latest technical advances and innovations in battery storage, including longer duration storage.  Adoption of energy storage is leading to major transformations in power systems across the US.

Guillermo Bautista, Ph.D., Director Market Analysis and Forecasting, California ISO

Lance Titus, Chief Commercial Officer, GridStor

Cody Hill, Senior Vice President, REV Renewables

Jim David, Director, PROBE, Power Gem

As demand for reliable power grows, capacity markets are under increased scrutiny.  Hear about the impact of renewable energy integration on capacity pricing, challenges of grid reliability, and new frameworks being considered.

Moderator: Danielle Powers, CEO, Concentric Energy Advisors

Adrien Ford, Vice President, Wholesale Market Development, Constellation Energy

Angela Amos, Head of Regulatory Affairs, AES

Zak Joundi, Executive Director, Market and Grid Strategy, MISO

Andrew Pearson, Vice President, Capital Power Corporation

Geothermal energy is experiencing a boom across North America. Developers and investors discuss the growth of geothermal energy and its future role.

Jonathan Sisto, Managing Director, RBC Capital Markets

Joshua Prueher, CEO, XGS Energy

Steve Piper, Director Energy Research, S&P Global Energy

Paul Cusenza, Chairman and CEO, Nodal Exchange

AI and data centers are driving unprecedented load growth, accelerating the need for new generation, transmission, and regulatory solutions. This panel explores what developers require from the grid and how the industry is planning, building, and financing the infrastructure to meet this demand, including regional differences and evolving interconnection policies.

Moderator: Ken Irvin, Partner, Sidley Austin 

David Bellman, Vulcan Project Lead, Synmax

Kelly Morgan, Research Director, Datacenters and M&A, S&P Global Energy

Mark Parrish, Senior Director of Structured Finance, Bloom Energy

US LNG export capacity is expanding with multiple terminals under construction and more sanctioned, while new long-distance pipeline projects remain constrained by permitting, siting, and regional opposition. What does this imbalance mean for supply growth, regional pricing, and the long-term U.S. natural gas outlook?

Allen Fore, Vice President Project Development, Kinder Morgan

Ed Kelly, Head, Natural Gas Consulting North America, S&P Global Energy

Carbon capture projects are expanding across the U.S.   How can CCS help meet rising demand for reliable and clean power?

Timothy Vail, CEO, Ion Clean Energy 

Sponsored by Williams

The nuclear industry is seeing renewed optimism, with nuclear as an attractive carbon-free choice. Small modular reactors are in development, and old plants are being brought back online.  What role will nuclear play in US power markets?

William Freebairn, Associate Editorial Director, S&P Global Energy

Jeff Miller, Senior Vice President, TerraPower

James Schaeffer, Senior Managing Director, Guggenheim Capital Partners

What is the outlook for M&A?  Hear discussion with leading experts and analysts on the opportunities and risks in the current, rapidly evolving environment.

Moderator: Brian K. Boufarah, Partner, Strategy & Transactions – M&A, Deloitte & Touche LLP 

William Demas, Senior Managing Director, Macquarie

Jeff Yuknis, Managing Director, Bernhardt Capital Partners

Philip Holder, Managing Director, Moelis

With the potential upside for data centers, how are investors balancing higher business uncertainty with the potential to participate in a historic build-out?  

Miguel Peña, Managing Director, Head of US/Canada Project Finance, BBVA

Jon Plavnick, Partner, Ares Management

Douglas Giuffre, Executive Director, Head of Americas Power and Renewables Research, S&P Global Energy

Behind-the-meter innovation is reshaping how energy is produced, financed, and consumed. Corporate and industrial users are deploying on-site generation, battery storage, and microgrids to manage costs, improve reliability, and meet sustainability goals. New business models are emerging as developers, utilities, and investors rethink ownership structures, offtake agreements, and risk allocation. The rise of flexible load management and distributed assets is transforming the customer-utility relationship and redefining the path toward true power independence.

Moderator: Hill Vaden, Executive Director, Financial and Capital Markets, S&P Global Energy

Suhrid Mantravadi, Partner, Grey Rock Investment Partners 

Travis Windholz, Managing Director, CFO, Conduit Power  

Jason Few, President, CEO, FuelCell Energy  

Robert Wingo, Executive Vice President, Corporate Strategic Development, Williams

Todd Jackson, Vice President, Strategic Development, PowerSecure  

Private capital is reshaping the U.S. power sector as investors pursue growth across renewables, storage, and dispatchable generation. Large infrastructure funds, institutional investors, and private equity platforms are driving new deal structures and partnerships that balance long-term returns with policy risk and market volatility. The investment landscape is evolving rapidly as financing costs rise, tax credit markets mature, and competition for quality assets intensifies. How capital is deployed over the next decade will determine which technologies, regions, and business models define the future of power.

Jim Hughes, Managing Partner, EnCap Investments

Anand Dandapani, Executive Director, Energy Investments, JPMorgan

Ammad Faisal, Senior Managing Director, Head of NYC Office and Capital Markets, Marathon Capital

*For training delegates only