22
Oct
Energy transition in flux: Capturing value amid rising risks
As global enthusiasm for energy transition investment cools, is Europe still delivering credible returns? This panel will examine where capital can be most effectively deployed – from mature renewables to next-gen technologies – and whether current policy frameworks offer enough incentives. It will also assess the invest-ability of Europe’s power grids amid rising demand for transmission and the re-emergence of nuclear in the infrastructure mix.
- Where are the strongest opportunities in European wind and solar – are valuations of operational assets attractive, or is it worth taking development risk for better returns?
- Which emerging transition technologies – storage, hydrogen, bioenergy, carbon capture – present the strongest investment cases today?
- Are Europe’s power grids truly accessible to private investors and do returns match the regulatory risk?
- Is nuclear re-entering the mainstream for infrastructure investors or was Sizewell C a one-off?
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SpeakersCaroline Miller Smith Partner White & Case
Christoph de Carmoy Partner, Executive Director UK and Ireland Meridiam
Joe Rippon Head of Financial Structuring Sizewell C
Edward Randolph Investment Director Amber Infrastructure
Severin Hiller Partner & Co-Head of Credit Qualitas Energy
Colin Laing CCUS Advisory Lead Xodus Group
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Caroline Miller Smith is a partner in White & Case’s Project Development and Finance Group based in London.
She has a longstanding track record in major power and infrastructure transactions, advising on several high-profile energy transition, transmission and distribution, conventional power and renewable energy projects across the world, including in Europe. Caroline undertakes both greenfield and acquisition transactions and complex financings, acting for infrastructure funds, investors, developers, contractors, governments and lenders on project development, finance and acquisition documentation, as well as on “first in country” transactions in numerous industries. Caroline was recently named ‘Project Finance Lawyer of the Year’ at the 2025 EMEA Women in Business Law Awards.
Christophe de Carmoy is Executive Director UK and Ireland at Meridiam.
He joined Meridiam in 2009 as Director of Investor Relations, setting up the function and supporting MIE II (including a dedicated vehicle for EBRD) and MINA II fundraising. In 2012 he joined the development team where he worked primarily on large secondary transactions, German A-Models and airports projects. He led or supported the financial close of transactions such as Eiffage accommodations portfolio, A7 Germany or WEP.
Severin Hiller has over two decades of infrastructure experience having been based in the UK, France and Spain, and the US. Severin joined Qualitas Energy in early 2024 to co-head the launch of a ground-breaking energy transition credit product.
From 2014 to 2023, Severin held the position of partner and co-head of infrastructure debt at Rivage Investment in Paris. His pivotal role contributed to establishing Rivage Investment as the ninth-largest global manager of infrastructure debt funds deploying nearly €5 billion across 128 transactions spanning 14 European countries.
Before his tenure at Rivage, Severin served as an Investment Director at Hadrian’s Wall Capital, focusing on originating and executing junior infrastructure debt transactions. Prior to that, he played a key role in developing the global infrastructure advisory business at Campbell Lutyens. In an earlier role as Vice President at MBIA UK Insurance Ltd, Severin was responsible for originating, executing, and closing numerous infrastructure and asset-backed transactions throughout Europe.
Severin holds a bachelor’s degree in mechanical engineering from Tufts University and an MBA from the London Business School.
Colin Laing is a Process and Development Engineer with 18 years of experience in the Oil and Gas, Petrochemical and Energy Network sectors in the UK. Recently, he’s been involved in technical reviews for European Governments on projects like the East Coast Cluster (ECC) and Hynet at Ofgem, and the Aramis CCS system with Xodus.
From 2019 to 2024, Colin worked at Ofgem, where he helped develop the Regulated Asset Base Model and Network Code for CCS, was the Technical advisor for the Nuclear investments at Sizewell C in the UK and was the lead engineer for the Gas Transmission system.
At Xodus, Colin is the Advisory team lead for CCS and works with a range of stakeholders in the CCS industry covering the technical and commercial aspects of the burgeoning sector.