Infralogic Investors Forum Australia 2023
The premier Infrastructure forum in Australia
Four Seasons Hotel, Sydney and Online
15
Mar
Focus on renewables: Winning the race for decarbonisation
2020 was a watershed year as bipartisan support saw improved emission reduction targets for Australia, namely a 43% cut in 2005 levels by 2030 and net-zero emissions by 2050, thereby creating a massive need for investment in the renewable energy space. However, issues relating to storage, firming capacity, grid access, and PPAs remain unresolved, as does the continuing disconnect between the brownfield and greenfield markets, with the cost of construction, skills shortage, and the cost of capital weighing heavily on investors’ minds. For those not afraid to invest in businesses that have an emissions profile, decarbonising coal-related infrastructure is a viable option. In this session, a panel of renewable energy investors will go beyond the headlines to tackle a range of tough questions to find the right deals that will deliver consistent returns.
- Which part of the renewables sector are investors bidding on to deliver consistent returns?
- What is the outlook for storage technologies and grid reliability for renewables?
- How do you navigate the issues when transitioning from a coal plant to a clean energy source?
- Are greenfield projects the only viable option, or are investors still looking at brownfield projects?
- What needs to change to minimise the risks of investing in long-term renewable projects?
Speakers
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Rob Clow is a senior reporter with Infralogic in Sydney, covering energy mergers and acquisitions, project finance and trading in the Asia Pacific region.
A financial journalist with over 20 years’ experience in London, New York and Sydney, Rob has previously worked on the staff of the Financial Times, The Australian, The Australian Financial Review, the New York Post and Institutional Investor magazine.
Jonathan joined Octopus Group in 2013 in London, before moving to Australia in 2018. He is responsible for product development and overseeing day to day delivery of Octopus managed investments in Australia. Since joining Octopus, Jonathan has delivered over c$1.4 billion of utility scale renewables debt and equity financings across retail as well as institutional fund mandates.
Jonathan has a BA from Columbia University and a MBA (Distinction) from Oxford University.
Tom is the Head of Infrastructure, Asia Pacific and Co-Head of Infrastructure for Macquarie Capital in Australia and New Zealand.
Tom has 22 years of experience working in the infrastructure sector initially providing valuations and professional services to clients, before moving into a principal investment role and over the past 18 years as an investment banker.
Tom has been active across all infrastructure sub-sectors including transport, regulated utilities, gas infrastructure, gentailers, renewables, data and core plus. He has significant experience providing strategic and M&A advice, running trade sale processes, privatisations, capital structure reviews, arranging debt and equity for a variety of transactions and principal investments.
Tom has a broad range of experiences advising clients in both the public and private sectors and both in Australia and key jurisdictions offshore including UK, Europe, North America, South America and Asia.
Her strong expertise across the energy transactions sector has earned Sally Torgoman recognition as a leading professional within the field. She is a partner in the commercial advisory and transaction team based in NSW, specialising in energy and focusing on renewables. For more than 18 years, Sally’s focus has been on major projects and transactions in generation, transmission, and retail, such as major renewables buy and sell side services as well as large government procurement processes. Sally is a dual qualified electrical engineer and lawyer, with deep knowledge and expertise in clean energy and decarbonisation related investments across wind solar batteries pumped hydro hydrogen and gas infrastructure. She is a non executive director of Plant Ark, and prior to KPMG worked in private enterprise and large corporate organisations, which cemented her capability to deliver commercial services to private and public clients.
Nick Hawke is an Associate Director in the Investment team at the Clean Energy Finance Corporation focusing on large-scale wind and solar transactions. Nick has previous experience in the ANZ Bank specialised finance team, based in Auckland. Nick has project finance experience in public private partnerships, irrigation schemes, oil and gas, geothermal energy, and undersea cabling. He has also been involved in a number of asset financing and leveraged financing transactions. Nick holds a Bachelor of Commerce in finance and economics and has also completed a Master of Engineering, both from the University of Canterbury in New Zealand.