Event Profile

CAIA San Francisco Investing in Renewable Energy Infrastructure

November 5, 2019
All times listed are in local time
Marines' Memorial Club and Hotel
609 Sutter St
San Francisco, CA 94102 
This event has a fee

CAIA San Francisco Educational Event: Investing in Renewable Power Assets
It is the year 2019, yet in California we are now faced with mandatory blackouts to prevent forest fires. Is this what we should expect from an energy grid in the developed world? The reality in California right now (and likely many other regions across many countries) is due to years of infrastructure neglect, stale contractual relationships, burdensome government regulation, and a lack of investment to keep up with regional population expansion. Is there hope for a brighter future in the renewable energy markets?

According to Preqin data, since 2009, ~$642 billion has been invested into renewable energy infrastructure globally. Investment into this asset class has increased 11% on average annually over this period with an average of 47% of all infrastructure deals being renewable energy asset development. Within the energy markets, ~79% of all energy specific infrastructure development has been renewable, largely dominated by Wind and Solar.

Join the San Francisco CAIA Chapter, in partnership with Preqin, where we aim to literally “shine a light on renewable asset investing”. We’ve assembled a all-star panel of world renowned asset managers, allocators, investors, and energy traders to ask the question “Can renewable assets be a part of your portfolio and bring us out of the Dark Ages?”.
Preqin will be giving away trial access to a few lucky members  (must be present to win)!

Overview of Panel Discussion:
- Renewable Power Assets in the broad institutional portfolio
- Changing landscape of Renewable Power assets
- Technical discussion of underlying assets, dynamics of energy production, markets, risk, and returns.
- Project Development vs purchasing cash flowing projects
- Changing landscape of power from Policy requirements and technology advances
- ESG and potential with renewable power data.
- Impact of iot, cloud, edge compute, and 5G on energy usage and demand.
- Finding the best investment opportunities in Renewables today and outlook in 5 years.

4:30 pm - 5:00 pm Registration
5:00 pm - 5:15 pm Presentation of Preqin Data (Institutional Market Outlook)
5:15 pm - 6:15 pm Panel Discussion
6:15 pm - 6:30 pm Q&A
6:30 pm - 7:30 pm Social Hour
$20 CAIA Members
$20 CFA Members
$20 100 Women in Finance Registrants
$40 Non Members
$40 Guest of Registrant
$20 Guest of CAIA Member

Sam Enoka, Co-Founder and CEO of Greensparc, Inc
Patrick Pfeiffer, Head of Statkraft US - North American Development

Mark Young. Director | Renewable Technical Operations, Americas at BlackRock.

Diane Schrader, Founder & CEO, ThirdACT 

Date and Time
November 5, 2019
4:30 PM - 8:00 PM
Marines' Memorial Club and Hotel
609 Sutter St
San Francisco, CA 94102

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Marines' Memorial Club and Hotel
Documents to share:
Sam Enoka
Organization: Greensparc, Inc.

Greensparc, Inc. is a San Francisco-based energy optimized cloud and edge cloud computing company that commoditizes high-performance distributed cloud compute in a way that makes real-time energy (and renewable energy data) accessible by individuals, entrepreneurs, and enterprises. Sam and his team have developed the CirrusCoin, which tokenizes a new commodity: the linkage of electrical energy and cloud computing in a novel way. CirrusCoin is redeemable, by the holder, for the high-performance computation powered by resources in Greensparc’s network of edge cloud resources and co-located at optimal nodes in the energy grid (including renewable resources).

Patrick Pfeiffer
Organization: Starkraft US

Patrick is Head of Statkraft's US renewable development, responsible for the company's activities in the North American energy and commodity markets. He and his team also represent Statkraft's global energy offerings to US investment companies and allocators. Statkraft is a world leading developer of hydropower internationally and Europe’s largest generator of renewable energy. The Group produces hydropower, wind power, solar power, gas-fired power and supplies district heating. Statkraft is a global company in energy market operations with 3600 employees in 16 countries.

Diane Schrader
Organization: thirdACT

thirdACT is an award-winning real estate finance and technology company that has created a truly unique way to invest in real estate, through non-debt funding of property improvements. The company combines finance, urban-tech, and sustainability to enable property owners access to much needed capital while providing institutional investors direct investment into the largest segment of the nation’s commercial building stock. She launched the San Francisco chapter of 100 Women in Hedge Funds (Now 100 Women in Finance) 11 years ago, then served on the global board of directors for the association and the foundation six years. She has two decades of investment experience in commercial and residential real estate. She currently serves on the board of directors for the Hawthorn Club, as well as advisory positions with several startups and VCs. She is a judge for Stanford's entrepreneurs in Civil and Environmental Engineering.

Mark Young
Organization: BlackRock

Mark Young, Director, is a member of the Renewable Power Group, within BlackRock Alternative Investors (BAI). He is responsible for technical due diligence and operations for the BlackRock renewable energy project portfolio in the Americas. Mr. Young joined the firm in September 2015. Mr. Young has more than 16 years of wind energy engineering experience with active participation in all major markets globally. His technical experience includes onshore and offshore wind resource measurement, power performance of wind turbines, technical due diligence, failure analysis, and component design. He has also acted as owners engineer and lenders engineer for large, utility-scale wind projects. Mark is an internationally recognized expert on wind turbine testing and an active member of two IEC subcommittees working to develop and improve testing standards. Before joining BlackRock, Mark was a Director at advisory and third-party engineering firm DNV GL. There he oversaw all technical services for renewables including wind, solar and marine energy globally. Mr. Young holds a B.S. degree in mechanical engineering from the Pennsylvania State University.