Welcome & Opening Remarks

9:30 AM to 9:40 AM
Ray Long

Ray Long

ACORE

2026 Capital Flows and Market Sentiment Results

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
James Wright

James Wright

CIBC Capital Markets

Brian Callaway

Brian Callaway

Copia Power

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
Ed Zaelke

Ed Zaelke

McDermott Will & Schulte

Alain Halimi

Alain Halimi

Nomura

Networking Lunch

12:30 PM to 1:30 PM

Diligence Deep Dive: Standardizing the 2026 Tax Credit Marketplace

This deep dive will explore how insurers and other stakeholders are supporting risk management to ensure tax credits withstand the heightened scrutiny of FEOC requirements and the evolving tax credit landscape.

1:30 PM to 2:15 PM
Billy Lee

Billy Lee

Reunion

The 2026 Capital Stack: Market Liquidity in a Shifting Landscape

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.

2:15 PM to 3:15 PM
Anand Dandapani

Anand Dandapani

JPMorgan

Jim Alderson-Smiith

Jim Alderson-Smiith

Crux

Kit Hazel

Kit Hazel

Raymond James

Networking Break

3:15 PM to 3:45 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.  

3:45 PM to 4:45 PM
Malte Kuss

Malte Kuss

RWE Americas

Meghan Schultz

Meghan Schultz

Invenergy

Kevin Smith

Kevin Smith

Cypress Creek Renewables

Day 1 Closing Remarks

4:45 PM to 4:50 PM
Ray Long

Ray Long

ACORE

ACORE Energy Drinks Networking Reception

4:45 PM to 5:45 PM

WRISE and ACORE Breakfast

8:30 AM to 9:30 AM

Opening Remarks

9:30 AM to 9:35 AM
Ray Long

Ray Long

ACORE

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
Elizabeth Kaiga

Elizabeth Kaiga

DNV

Rich Deming

Rich Deming

CEARTScore

Networking Break

11:00 AM to 11:30 AM

Capital Stacks for Hybridized Assets: Financing the Integrated Power Stack

As developers increasingly co-locate nuclear, geothermal, renewables, and thermal at the site level, lenders and investors are being asked to underwrite a new asset class. This panel will present investor and lender perspectives on the capital structures emerging to finance hybridized projects, from project finance and private credit to structured equity and offtake-backed debt — and what it will take to bring more of these deals across the finish line.

11:30 AM to 12:30 PM
Brooks Friedeman

Brooks Friedeman

Clearway Energy Group

Networking Lunch

12:30 PM to 1:30 PM

Keynote

1:30 PM to 2:00 PM
Edward Fishman

Edward Fishman

Council on Foreign Relations

Scaling BTM Solar and Storage for C&I and Digital Infrastructure

This panel will examine evolving financial structures designed for the Behind-the-Meter (BTM) and Commercial & Industrial (C&I) sectors. Discussion will focus on how aggregation strategies and structured platforms are addressing the unique requirements of distributed assets, particularly for energy-intensive users like data centers.

2:00 PM to 3:00 PM
Benoy Thanjan

Benoy Thanjan

Reneu Energy

Closing Remarks

3:00 PM to 3:05 PM
Ray Long

Ray Long

ACORE