2020 Power and Gas M&A Symposium Agenda

• Day 1:
  • 8:00 am

    Registration Opens – Continental Breakfast

  • 8:55 am

    Conference Opens – Welcoming Remarks

  • 9:00 am

    Opening Presentation on Markets

    Curt Ophaug-Johansen, S&P Global Market Intelligence

  • 9:15 am

    Executive Roundtable: Strategic Growth Outlook

    Moderator: John Klauberg, Partner, Morgan, Lewis & Bockius LLP
    
    Ken Hartwick, President and Chief Executive Officer, Ontario Power Generation
    
    Rudolph Wynter, President and Chief Operations Officer-Wholesale Networks and US Capital Delivery, National Grid
    
    Curtis Morgan, President and Chief Executive Officer, Vistra Energy
    
    Helen Wesley, Chief Financial Officer, Executive Vice President, Finance, Information Technology, ENMAX Corporation

    • The annual highlight of the conference is the Executive Roundtable. Hear from top decision makers as they examine the power space, executive strategy planning, market trends shaping asset portfolio shifts, obstacles and opportunities related to financial, regulatory, and market pressures.
  • 10:30 am

    Executive Networking Break

  • 10:45 am

    Investing in the Next Generation

    Moderator: Brian Boufarah, Partner, Deloitte
    
    Phillip Adams, Asset Acquisitions, Southern Power Company
    
    Mark Florian, Managing Director, Head of Global Energy & Power Infrastructure Funds, BlackRock
    
    Himanshu Saxena, Chief Executive Officer, Starwood Energy Group
    
    Antonio Smyth, Senior Vice President, Transmission Ventures, Strategy & Policy, American Electric Power

    • As pressure mounts to invest in newer, ‘cleaner’ generation, as well as to replace aging infrastructure, where are the opportunities for growth and profitability? As the cost of renewables decreases, what is the future for fuel generation? Experts examine how utilities, and other market participants, approach their generation and investment strategies.
  • 12:00 pm

    Executive Luncheon

  • 1:30 pm

    Investment Banking Perspectives

    Moderator: Timothy Taylor, Partner, Baker Botts
    
    Jeffrey Holzschuh, Chairman Institutional Securities, Chairman Global Power and Utility Group, Morgan Stanley
    
    Joseph Sauvage, Vice Chairman, Head of Global Power, Citi
    
    Raymond S. Wood, Managing Director-Global Head of Power and Renewables, Bank of America Merrill Lynch

    • Hear from investment banking’s top dealmakers as they discuss the state of the power and utility sector, including the changing profiles of company ownership, market valuations, shareholder activism and engagement, and the impact of asset diversification on earnings and dividends.
  • 2:45 pm

    Special Session: Does the Road to Decarbonization Lead to Stranded Costs?

    Moderator: Curt Ophaug-Johansen, Associate Director of Product Management, S&P Global Market Intelligence
    
    Lillian Federico, Director Energy Research, S&P Global Market Intelligence
    
    Steve Piper, Director Energy Research, S&P Global Market Intelligence
    
    Michael Ferguson, Director North American Infrastructure and Sustainable Finance, S&P Global Ratings

    • Rapid growth in renewable energy may lead to saturation of key markets in the next few years, while rapid substitution of coal for natural gas could create similar headaches. As a parallel, several states have shifted in their renewed support for nuclear power as both a carbon free alternative and economic anchor. Hear from industry experts as they examine potential parallels, opportunities in the markets, and concerns.
  • 3:45 pm

    Executive Networking Break

  • 4:00 pm

    Accelerating the ESG Transition for a Sustainable Future

    Moderator: Meredith Bearden, Associate Director, S&P Global Market Intelligence
    
    Ravina Advani, Managing Director, Head of Energy, Natural Resources, and Renewables, BNP Paribas
    
    Jeffrey Kotkin, Vice President, Investor Relations, Eversource Energy
    
    Emily Kreps, Global Director, Investor Initiatives, CDP
    
    Joyce Leslie, Director of Business Planning and Development, DTE Energy
    
    Brian Werner, Head of Business Development NFC, Americas, Trucost, part of S&P Global

    • Experts examine what climate risk means from the corporate perspective, and discuss how leaders in the industry are taking actionable steps to account for climate change. Hear how the power sector is taking steps to manage the interplay of physical and transitional climate risks.
  • 5:30 pm

    Day One Concludes with Cocktail Reception

• Day 2:
  • 8:00 am

    Continental Breakfast

  • 9:00 am

    Federal Policy Roundtable

    Moderator: Jim O’Reilly, Principal Analyst, S&P Global Market Intelligence
    
    Richard McMahon, Senior Vice President, Energy Supply and Finance, Edison Electric Institute (EEI)
    
    Sasha Mackler, Director of the Energy Project, Bipartisan Policy Center
    
    Branko Terzic, Managing Director, Berkeley Research Group

    • Heading into election season, how could the election re-shape the industry, including leadership changes at EPA, FERC, and DOE? Experts examine the industry from the federal perspective, including recent and pending decisions. Moving forward, where is the innovation being driven, at the state or federal level?
  • 10:30 am

    Executive Networking Break

  • 10:45 am

    Technology Panel-Investing in Innovation

    Moderator: Todd Jirovec, Advisor, Strategy&
    
    Spencer Hunsberger, Managing Director, Credit Suisse
    
    Patrick Judge, Business Development Executive, Hydro Quebec
    
    Andrew Kessler, Managing Director, Investment & Portfolio Management, NY Green Bank

    • Leading experts examine key market trends in battery storage and EV. Where investment dollars are best placed, and what ROI expectations are for these investments?
  • 12:00 pm

    Conference Final Comments and Takeaways

    Meredith Bearden, Associate Director, S&P Global Market Intelligence

  • 12:30 pm

    Conference Concludes with Box Lunch