Infralogic Investors Forum Australia 2024
Four Seasons Hotel, Sydney and Online
05
Mar
Focus on renewables: Overcoming the investment barriers
Barely a day passes without renewables making the headlines and the need for large-scale investment. But the huge global push to decarbonise is causing a severe case of indigestion in the form of massive shortages of people and equipment leading to inflation. While governments are now underwriting grid construction and generation to remove some of the risk, regional politics is now a major roadblock playing into short term electoral cycles as people baulk at huge windfarms and electricity pylons marching across the landscape. To remove the barriers to private investment in decarbonising the economy, the federal government and investors have agreed on a range of measures, such as tasking the new Net Zero Economy Authority with identifying and coordinating opportunities to boost private investment and turbocharging the Capacity Investment Scheme. In this session, a panel of experts will go beyond the headlines to tackle a range of tough questions by examining the deals, structures, and framework needed to deliver consistent financial and green returns.
- Which part of the renewables sector are investors bidding on to deliver consistent returns: greenfield/brownfield, wind, solar, storage, waste, hydrogen?
- How is new generation and supporting infrastructure being funded and delivered?
- How will private investors play a part in power storage construction?
- What needs to change to minimise the risks of investing in long-term renewable projects?
- How can the private sector and government collaborate to deliver at scale to meet net zero targets?
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SpeakersRob Clow Senior Reporter INFRALOGIC
Roger Lloyd Chief Executive Officer PALISADE INVESTMENT PARTNERS
Rob Ward Head of Investment Banking Division, Oceania MUFG
Sally Torgoman Partner KPMG
Daniel Timms Managing Director, Head of Asset Management Australia and New Zealand IGNEO INFRASTRUCTURE PARTNERS
Brad Hopkins General Manager, Commercial AEMO SERVICES
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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.
Roger has over 25 years experience across funds management and investment banking. He joined Palisade in 2008 and was appointed Managing Director in January 2014. Roger is a member of Palisade’s Board of Directors and responsible for the day to day running of the business.
Prior to joining Palisade, Roger spent two years with Perpetual Investments, including as Head of Infrastructure and 12 years with Macquarie and Bankers Trust (acquired by Macquarie in 1999).
At Macquarie and previously Bankers Trust, Roger focused on infrastructure advisory, working with both Government and private sector clients, across a number of sectors including Public Private Partnerships, transport and student accommodation.
Prior experience includes two years in portfolio accounting as well as six years in insolvency and reconstruction, having worked with leading practitioners Ferrier Hodgson and Price Waterhouse.
Roger is a Graduate Member of the Australian Institute of Company Directors, a Chartered Accountant and holds a Bachelor of Business from Kuring-gai College (now University of Technology Sydney).
Rob leads MUFG’s Project Finance and ESG Finance businesses in Oceania.
In Project Finance, he continues to expand MUFG’s market leading business in the region, spanning infrastructure, renewables, utilities and natural resources.
In the newly created ESG Finance role, Rob is responsible for all ESG financing in Oceania, contributing to MUFG’s stated target of arranging JPY 35 Trillion (~AUD 417billion) in this field by 2030.
Rob has 24 years investment banking experience covering structured finance, advisory and debt capital markets. He previously led MUFG’s Advisory business in Oceania. Prior to joining MUFG in 2012, he worked at RBS, ABN AMRO and Bankers Trust. He has worked in Australia and in London, where he specialised in emerging markets including Russia and Kazakhstan.
He is a member of the Advisory Board of Infrastructure Partnerships Australia and also the Australian Council of the International Project Finance Association.
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.
Daniel Timms is a Managing Director in the Igneo Infrastructure Partners team. He is based in Sydney and has been with the business since 2016.
In his role, Daniel oversees the management of the regional utility and transport infrastructure assets within the group. Daniel brings more than 19 years of energy utility sector experience, having previously worked at a major energy utility across asset management, energy trading, business development, project development and transactions in Australia and abroad. Given his background, Daniel’s role also includes originating, evaluating and securing investment opportunities in the energy sector. He is a current director of First Gas, Gas Services NZ, Atmos Renewables and Clean Peak Energy Renewable Investments.
Daniel holds a Bachelor of Mechanical Engineering (First Class Honours) from the University of Adelaide, a Masters of Applied Finance from Kaplan and is a graduate from the Australian Institute of Company Directors.
Brad Hopkins joined AEMO Services from its establishment and currently serves as General Manager - Commercial. The Commercial Team leads the design and implementation of our competitive tender processes.
Brad Hopkins has more than 15 years’ experience financing energy projects around the world, including 12 years with Macquarie Bank. Prior to joining AEMO Services, Brad played a leading role in implementing the NSW Electricity Infrastructure Roadmap and designing the policy whilst a Partner at KPMG.
Since returning to Australia from the UK in 2016, Brad has led some of the largest and most complex renewable energy transactions and energy policies.
Brad has a Master of Science (Environmental Economics) from the London School of Economics, a Bachelor of Laws (First Class Honours) and a Bachelor of Commerce from the University of Queensland.