Main Conference Day 2: Wednesday, January 27, 2010

8:00 Registration & Coffee

8:45 Chairperson’s Opening Remarks

9:00 Assessing The Potential For Cleantech Investments

  • Identifying new technology initiatives and an investor market for solutions
  • Learn what to look for when analyzing cleantech companies and their potential
  • Examining the hurdles to a product becoming successful

Annika Colston
Vice President
Blue Source

Russell Read
Senior Managing Partner
C Change Investments (former CIO of CalPERS)

Chris Hunter
Vice President-Carbon Finance
Climate Change Capital

9:50 Private Equity Update: Following The Money

  • Tracking where private equity and venture capital dollars are flowing in the US and internationally
  • Reviewing the methodology behind private equity firms’ investment decisions for carbon
  • Examining the highs and lows of investing in a difficult economy

Gregory Arnold
Managing Director
CE2 Capital Partners

George McPherson
Managing Director
Global Environment Fund

Martin Whittaker
Director
Mission Point Capital

10:40 Networking Break

11:10 Speculating About Carbon Prices In A New Regulatory Environment

  • Addressing fluctuating carbon prices and measuring the impact on investors
  • Debating the impact on other commodity prices
  • Predicting how emissions regulation would affect supply, and how corporations would manage those costs and restrictions

Louis Blumberg
Director
The Nature Conservancy

Kjell Olav Kristiansen
Director-Advisory Services
Point Carbon North America

12:00 Networking Luncheon

1:00 Considering Carbon’s Impact On The Timberland Market

  • Measuring the big picture opportunity as forest projects are poised to make a highly anticipated entrance into the carbon market
  • Learn how companies utilize the Forest Project Protocol in their business activities
  • Considering the opportunities for investors and corporations interested in forestry carbon offsets

Ellen Hawes
Policy Analyst-Forestry
Environment Northeast (ENE)

Lloyd Irland
Lecturer and Senior Scientist
Yale School of Forestry & Environmental Studies

Gerrity Lansing
President and CEO
Equator LLC

Tiffany McCormick Potter
Former Senior Analyst
Point Carbon

1:50 Keynote: Addressing The Skeptics

  • Discussing the big picture: that the missing ingredient for combating climate change is access to capital—a problem that cap-and-trade systems address head-on
  • Addressing that the key to making a cap-and-trade system work in the U.S. lies in correctly estimating the number of permits that need to be issued and then allowing emitters to trade them like any other commodity
  • Outlining how, in 2008, the Milken Institute helped the Chinese city of Tianjin develop a plan for a greenhouse gas trading system linked to the CCX

Joel Kurtzman
Senior Fellow; Publisher
The Milken Institute Review

2:40 Networking Break

3:10 Carbon’s Role In Pension Funds

  • Understanding how low-carbon investments fit into US pension fund portfolios
  • Learn about the specific investment decisions made by the second largest pension fund in the US
  • Quantifying the opportunity in the pension fund market and determining whether carbon is a viable option

Brian Rice
Investment Officer
California State Teachers’ Retirement System

4:00 Identifying New Products And Investment Strategies

  • Weighing the attractiveness of Exchange Traded Notes and how the product limits risk
  • Exploring “Green Bonds” offered by The World Bank, which includes a carbon reduction initiative through combating deforestation
  • Learn how hedge funds incorporate carbon-related investments into their portfolios

Mark Cox
Managing Director
New Energy Fund

5:00 Close Of Conference