24
Apr
Energy and renewables - meeting the demand
In 2024, the M&A market for power, energy and renewables rebounded from 2023 and the sector continues to be top of mind for infrastructure investors, particularly as the demand for data centers and therefore power and renewable energy persists. With the new presidency, however, investors are on a wait-and-see approach as to how renewable energy investments will be affected. Panellists will discuss:
- How is the US energy matrix changing and where are investors finding conventional and renewable power opportunities, especially given the increase in oil and gas investments?
- Clean energy vs traditional - how will the geopolitical and regulatory environment impact investment opportunities?
- The convergence of digitalization and energy transition: What needs to be done to support rising energy demands for data centers and other large scale power users? Will this lead to an increase in energy transition investments and technologies?
- Trump 2.0. What will energy investments and government policies such as the IRA look like under the new administration? Is US LNG infrastructure set to expand?
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SpeakersNadav Klugman Partner White & Case
Corey Lewis Managing Director, Transaction Solutions AON
Cedric Lucas Partner, Asset and Wealth Management, Infrastructure Funds Goldman Sachs
Dorian Hunt Partner, Head of Renewable Energy Leo Berwick
Patrick Langan Managing Director Partners Group
Arash Shojaie Partner QIC
Kader Dicko Regional VP, Americas Xodus
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Nadav Klugman is a partner in the Project Development and Finance practice in White & Case's Chicago office. Nadav focuses his practice on global project finance and infrastructure investment, with a particular emphasis on advising financial institutions on a wide range of complex project financings, private acquisitions and divestitures of renewable energy investments. He also represents banks in debt and tax equity investments in US energy and infrastructure assets.
Nadav is ranked by Chambers Global–USA in the area of Projects: Renewables & Alternative Energy. He is also recognized as a ""Leading Lawyer"" for Renewable/Alternative Power by Legal 500 US. In 2021, Nadav was named as an ""Energy & Environmental Trailblazer"" by The National Law Journal. He is also recognized as a ""Notable Practitioner"" for Project Finance, and was previously named a ""Rising Star"" for Banking & Finance, by IFLR1000 Americas.
Corey Lewis is a Managing Director on the Aon Transaction Solutions team based out of New York, NY. He is a Co-Leader of the North American Tax Insurance Practice and is the Tax Credit Insurance Practice Leader. Corey joined Aon in 2015 after beginning his career as an associate in the International Tax Services: Financial Services/Real Estate division in the New York office of PricewaterhouseCoopers. At PwC, Corey focused primarily on the tax structuring of international real estate investments. Corey was recognized as a Power Broker and Rising Star in 2019, 2020, 2022, and 2025 and as a Power Broker Finalist and Rising Star in 2023 by RISK & INSURANCE Magazine. Corey graduated from the University of Michigan with a B.A. and The University of Texas School of Law with a J.D.
Cedric Lucas is a Partner for the Infrastructure Investing business within Goldman Sachs Alternatives based in New York. He is a member of the global Infrastructure Investment Committee and focuses on energy transition, circular economy and infrastructure investing across other sectors. Prior to joining Goldman Sachs, Cedric led energy infrastructure for the US and Mexico at KKR and headed midstream investing for the Americas at Macquarie Infrastructure and Real Assets (MIRA). He earned an MBA with high distinction, Baker Scholar, from Harvard Business School, an MS in Civil and Environmental Engineering from Stanford University, and a master's degree in Engineering from Ecole Centrale Paris.
Dorian Hunt leads Leo Berwick’s Renewable Energy practice.
Dorian has 20 years of experience in tax credit monetization, with clients including renewable energy project developers, tax equity investors, project lenders, insurers and syndicators.
Prior to joining Leo Berwick, he was a leader in the Power and Utilities and Energy Transition practices of a Big 4 firm, where he focused on providing tax consulting services with respect to tax credit-driven project finance across, with a focus on renewable energy.
Dorian is a thought leader in the tax credit space and has authored articles on topics including the potential implications for “direct pay” of renewable energy tax incentives and on the impact of the Tax Cuts and Jobs Act on the US renewable energy industry. He has also presented on these and other similar topics for organizations such as IPED, NARUC, and the Boston Bar Association.
Dorian has experience with myriad energy incentive programs including Treasury 1603 grants, 48C advanced energy manufacturing studies, and the rapidly-developing field of 45Q carbon capture credits.
Patrick Langan is part of the Infrastructure Americas business unit, based in New York. He has been with Partners Group since 2014 and has 14 years of industry experience. Prior to joining Partners Group, he worked in private equity at Barclays and in investment banking at Goldman Sachs & Co. He holds a bachelor’s degree in finance and accounting from James Madison University, Virginia, USA.
Arash Shojaie is a Partner at QIC. His role with the Infrastructure Equities Investment Team is principally focused on origination, transaction execution and asset management across multiple infrastructure sectors in North America. Arash is currently based in New York and was previously located in QIC’s Sydney (2013-17) and Brisbane (2018-21) offices.
During his time at QIC, Arash has been involved in the origination and execution of investments opportunities across Australia and North America, covering electricity networks, midstream, renewable energy, water, digital and waste. His current and prior Board roles include Renewa, CenTrio Energy, Generate Capital and Lochard Energy.
Kader is a regional VP for Xodus, spearheading business growth and strategic initiatives across the Americas with the support of his high-performing team. Based in Houston, Texas, he drives market expansion and client solutions by leveraging his extensive background in the energy sector, from conventional to clean energies. Previously, he held several commercial roles for oil and gas operators and boutique consultancy firms across the US and Europe, with extensive project experience across multiple regions. In his free time, Kader enjoys watching sports, traveling, and spending time with his wife and son.