H.E. Abdulla bin Touq Al Marri
UAE Minister of Economy
Mr. Majid Mufti
CEO NEOM Investment Fund NIF-Saudi Arabia
Giovanni Terranova
Managing Partner and Co-Founder Bluefield Partners LLP
Summit Agenda
09:00 to 10:00
Breakfast - Registration - Networking
10:00 to 10:10
Chair's Opening Remarks
10:10 to 10:50
Catalina Valentino
(Panel Chair)
Giovanni Terranova
Elena Mariotti
Mark Watts
Topics
- Private market investing in the energy transition: What's Hot and What's Not
- Why renewable investing is tough: commoditisation up/down the value chain, lower wholesale power prices, reduction of subsidies, focus on value-for money
- Where is the pain most felt?: undervalued YieldCos, listed markets, areas of less progressive regulation (ie, Spanish prohibition on negative wholesale)
- Where is the growth? Battery storage, flexibility, FlexGen, datacentre development
- Where is the margin? Industrial solutions, merchant power, return of the integrated model; new markets such as decarbonisation of heavy transport, including HGVs, ports, marine
- Rise of IFPs: market shifting from IPPs to International Flexibility Providers (IFPs)
10:50 to 11:30
Bruce Huber
(Panel Chair)
Dr. Barbara Weber
Kyle Fox
Kevin Teo
Nicola Beretta Covacivich
Topics
- Where capital solves energy transition problems with the shift to merchant power markets
- Shifting from subsidy-led to merchant markets: Exploring how the move away from subsidies is reshaping the landscape of energy transition investments. Examining how renewable IPPs are adapting to customer needs in a rapidly evolving energy market..
- Integration of balancing and load shifting: The role of battery energy storage, power trading, and customer connectivity in meeting the growing demand for flexible, secure energy.
- Delivering energy security, and solving the "Dunkelflaute" problem: How long-duration energy storage (LDES) and gas peakers are integrated into platforms to solve intermittency challenges.
- Opportunities noting grid bottlenecks and direct wire connections: Identifying solutions for addressing grid limitations and creating more efficient, direct connections to energy consumers.
- The Rise of IFPs: Understanding the shift from traditional Independent Power Producers (IPPs) to Integrated Flexible Platforms (IFPs) and the impact on energy market dynamics.
11:30 to 12:00
Networking Break
12:00 to 12:35
Imtiaz Hussain
(Panel Chair)
Majid Mufti
Fireside chat Topics
- The New Era of Strategic Deployment - From Investment to Industry Creation
- SWFs as Global Anchors: shaping industries, fueling economic transformation, and backing the world's most compelling growth stories
- The Role of Public-Private Partnerships – Unlocking capital and accelerating industry creation through strategic collaboration, co-investment, and shared risk models
12:35 to 13:15
Adelya A
(Panel Chair)
Chad Blevins
Richard Toolen
Jakob Peterson
Per Wimmer
Topics
- Strategies for Incorporating Environmental, Social, and Governance (ESG) Factors into Real Estate Portfolios
- Best practices for investing in sustainable and green-rated properties
- Alternative Real Estate Sectors: Opportunities in data centers, life sciences facilities, and senior living developments
- Smart Buildings and Sustainable Technologies: How innovation and smart infrastructure are driving value creation in real estate assets
13:15 to 14:30
Lunch
14:30 to 15:15
Rhona Morrell
(Panel Chair)
Bruce Huber
Alex Bebov
Loic Cerulus
Daniel Price
Topics
- Allocation trends to energy transition-focused private equity funds
- Co-investment opportunities in high-growth clean energy companies
- Due diligence considerations for energy transition fund managers
- Benchmarking and performance measurement for energy transition investments
15:15 to 16:00
Khalid Talukder
(Panel Chair)
Alex Barr
James Rotchford
Daniel A. Batzlen
Jason Ferrante
Topics
- Macroeconomic trends shaping real estate investments across key markets (UK, US, Europe, GCC)
- Emerging opportunities and challenges in various property sectors (residential, commercial, industrial, hospitality)
- Impact of geopolitical factors and economic policies on cross-border real estate investments
16:00 to 16:40
Lamiaa Soliman
(Panel Chair)
Nicholas Wrigley
Faraidon Saheb-Zadha
Dr. Olga K.
Catalina Valentino
Topics
- Projecting long-term energy demand and supply scenarios to inform investment strategies
- AI and data centers are driving energy demand while enabling smarter, cleaner systems
- The role of energy storage, grid modernization, and smart energy systems in shaping future investment opportunities
16:40 to 16:55
Abdullah Al Marri
Shaping the Future: The Investment Landscape in the UAE and GCC
16:55 to 17:00
Chair's Closing Remarks
17:00 to 19:00
Networking Reception
