03
Mar
Energy update: The evolution continues
The complexity of transitioning to renewable energy while ensuring a reliable supply remains a pressing challenge and has led investors to adopt a pragmatic view of what the energy transition means and requires. After a downturn in activity, investors are increasingly focused on restarting project development and acquiring platforms that can deliver both scale and stability. Pricing assets is still difficult, given ongoing questions around grid access and demand. At the same time, the rise of AI, with its substantial energy requirements, has accelerated the push for renewables and investment in storage solutions. In this session, a panel of experienced energy investors will share their perspectives on how where they see profitable long-term opportunities.
- Where is the sweep spot for a buyer of renewable assets?
- Are investors shifting away from traditional renewables and focusing more on storage assets?
- With increasing digitisation and electrification, how are private infrastructure investors addressing the surge in power demand?
- Energy sources, grid connectivity, and profitability - what strategies are investors betting on for long-term success?
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SpeakersJessica Wong Senior Reporter, Renewables, Power & Energy Infralogic
Daniel Timms Partner Igneo Infrastructure Partners
Tom Butcher Executive Director, Head of Infrastructure, Asia Pacific Macquarie Capital
Sam Reynolds Chief Executive Officer Octopus Australia
Vicki Rigg Partner Palisade Investment Partners
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Jessica is a senior reporter for Infralogic, based in Hong Kong. She covers M&A, project financings, and infrastructure funds news in Asia. Prior to that, she reported on M&A and equity capital markets for Mergermarket. She has been a journalist for ION Analytics since 2019.
Daniel Timms is a Partner of Igneo Infrastructure Partners, based in Sydney. Daniel currently sits on the board of directors of investee companies Clarus, Atmos Renewables and CPE Renewable Investments.
Prior to joining the team in 2016, Daniel worked at a major energy utility across asset management, energy trading, development and transactions in Australia and abroad. 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.
Tom is the Head of Infrastructure for Macquarie Capital for the Asia Pacific.
Tom has 25 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 20 years as an investment banker.
Tom has worked in Australia and various offshore markets and across all infrastructure sub-sectors including transport, regulated utilities, gas infrastructure, gentailers, renewables, digital 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.
Sam Reynolds established Octopus Australia in 2018. Octopus Australia operates under three main pillars which we believe are key to the energy transition, (i) Energy Infrastructure, (ii) Fund management; and (iii) Asset & Community Management. As CEO, Sam’s role is to lead Octopus’ culture and drive its mission to harness capital and expertise to accelerate the energy transition. Today Octopus Australia has a team 60 people, and offices in Melbourne and Sydney and has created multi-$billion fund management and energy development business.
Vicki is a Partner and one of the founders at Palisade Investment Partners. She has over 25 years’ experience in the infrastructure sector. Over that period she has worked across a broad range of sectors, investing in or advising on energy, (renewables, gas, LNG, power and pipelines), transport (road, rail and aviation), PPPs and social and affordable housing. In addition to investment responsibilities, Vicki has also been responsible for capital, governance, risk, operations and legal across the Palisade business. Prior to joining Palisade Vicki held roles with Perpetual Investments, Mallesons Stephen Jaques (now King & Wood Mallesons) and at Linklaters in London and Hong Kong.
Vicki holds a Bachelor of Arts (Law) and Master of Arts (Law) from St Catharine’s College, Cambridge University, is admitted as a Solicitor in both NSW and England & Wales and is a Graduate Member of the Australian Institute of Company Directors.