Welcome & Opening Remarks

9:30 AM to 9:40 AM

2026 Capital Flows and Market Sentiment Results

A presentation sharing the results of the S&P investment flows, and ACORE survey reports to set the scene for the conference, followed by a discussion with industry experts from ACORE and S&P Global. 

9:40 AM to 10:10 AM

Power Pennies and Data Dollars: Powering Digital Growth

To power the AI boom, how are joint venture-powered land arrangements evolving from a capital perspective? Experts representing developers, offtakers, and counterparties will break down current pricing trends, market liquidity, and emerging deal structures for defining these high-stakes arrangements.

10:10 AM to 11:00 AM

Networking Break

11:00 AM to 11:30 AM

Making Markets: Sources of Capital to Meet the Challenge

AI build-out will require a significant mobilization of external debt to fund energy infrastructure. This panel will present investor perspectives on the financing sources available to meet digital growth needs, from Term Loan B and High Yield bonds, to Project Finance and Private Credit.

11:30 AM to 12:30 PM

Networking Lunch

12:30 PM to 1:30 PM

Keynote

1:30 PM to 2:00 PM

The 2026 Capital Stack: Risk Management, Liquidity, and the Evolution of Tax Credit Investments

Our panel of leading capital providers will discuss the complexities of monetizing credits under the new FEOC rules and the latest trends in tax equity and transferability markets. Panelists will also analyze how bridge loans and preferred equity are being deployed to meet tightening construction deadlines, as well as strategies to manage shifting risk profiles.

2:00 PM to 3:00 PM

Networking Break

3:00 PM to 3:30 PM

Project Sponsor Perspectives on the Evolving Capital Stack

Leading clean energy developers will share insights on how they are structuring capital stacks for projects in 2026 and beyond. They will discuss how companies are securing financing from different sources for tech-neutral deals, while navigating FEOC sourcing compliance to preserve project bankability. Panelists will also explore the rise of merchant storage and how they are accessing capital for non-traditional and behind-the-meter projects.  

3:30 PM to 4:30 PM

Day 1 Closing Remarks

4:30 PM to 4:35 PM

Opening Remarks

9:30 AM to 9:35 AM

Keynote

9:35 AM to 10:00 AM

The M&A Football Field: What’s Driving Valuations and Deal Flow

Examining the broader M&A trends reshaping the sector, this panel will focus on how utilities and IPPs are scaling their platforms to meet the power density needs of hyperscalers. Panelists will discuss the utility and private equity partnerships coming together to finance demand growth in their territories, and the strategic pathways for companies to evolve in a high growth, consolidating market.

10:00 AM to 11:00 AM

Networking Break

11:00 AM to 11:30 AM

Scaling Hybridized Assets for the AI Era

This session will explore the evolving bankability of integrated power stacks – where technologies like nuclear, geothermal, renewables, and thermal are hybridized at the site level. Panelists will discuss how developers are securing financing for these technologies, and the capital structures used to help bring more of these hybrid deals across desks. 

11:30 AM to 12:30 PM

Networking Lunch

12:30 PM to 1:30 PM

Keynote

1:30 PM to 2:00 PM

Derisking Interconnection: New Business Models for Speed to Power

This session will examine the evolving financing structures to support “speed-to-power” strategies in the face of RTO/ISO interconnection delays. Panelists will discuss the shift toward direct data center colocation, the management of curtailment risk, and the considerations and possible complications around new business models.

2:00 PM to 3:00 PM

Closing Remarks

3:00 PM to 3:05 PM