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Page 1: What to expect at - GIIEventOpening Remarks by Summit Chair Tony Toranto, Partner, SHEPPARD, MULLIN, RICHTER & HAMPTON LLP Session I: U.S. Distributed Solar Policy and Market Outlooks
Page 2: What to expect at - GIIEventOpening Remarks by Summit Chair Tony Toranto, Partner, SHEPPARD, MULLIN, RICHTER & HAMPTON LLP Session I: U.S. Distributed Solar Policy and Market Outlooks

REGISTER TODAY! www.infocastinc.com/dist-solar | 818-888-4444

What to expect at

Capturing Value Streams and Accessing Capital in the Distributed Solar MarketsThe extension of the ITC, the continuation of solar DG-friendly NEM regulations in many jurisdictions and reduced PV prices create the potential for tremendous growth in both C&I and residential markets. However, profits are not assured. Access to much of the low cost capital previously fueling growth evaporated after the implosion of the yieldco market, while business models and financing methods must change to take advantage of new market drivers. Infocast’s Distributed Solar Summit expands this year to incorporate two of the hottest trends in the solar industry: the addition of behind the meter storage and the emergence of solar securitization. This premier networking event brings together key industry players to examine the opportunities, economics, business cases and technologies in developing distributed solar. Two Pre-Summit Executive Forums set the stage on November 15, 2016:Solar + Storage: Solar developers and storage system integrators explore creation of additional value streams and business models by adding storage to solar systems in the residential, C&I, community, and small-scale utility market segments.Solar Securitization: Investors and the solar industry meet to explore the performance of recent securitized assets, rating agencies’ work to date, and market trends in solar asset-backed securities within the residential and commercial & industry segments.Attend the Distributed Solar Summit to meet the business, technical and financial leaders who can drive your success!

Pre-Summit Executive Forum A | Tuesday, November 15, 2016 Pre-Summit Executive Forum B | Tuesday, November 15, 2016

Panel Discussion: Uniting Solar + Storage for C&I CustomersPedro C. Elizondo, Business Development Manager, Energy Storage, FLEXTRONICSJohn Jung, Chief Executive Officer, GREENSMITH ENERGY SYSTEMSMichael Liu, North America Regional Manager, Energy Storage, BYD AMERICA Archan Padmanabhan, Energy Products & Analytics, TESLA MOTORS

Panel Discussion: Role of OEMs in Assuring Project Viability and Financeability in the PVS Space Akira (Keith) Morise, Assistant General Manager, Business Development, Distribution & Grid Solution

Systems Division, TOSHIBA CORPORATIONCharlie Vartanian, Advanced Technologies Advisor, MITSUBISHI ELECTRIC POWER PRODUCTS, INC. (MEPPI)

Panel Discussion: Hybrid Battery Storage SolutionsSteve Scharnhorst, CEO, FLUIDIC ENERGYMark Tholke, Vice President, Development, ADVANCED MICROGRID SOLUTIONSSenior Representative, ENSYNC ENERGY SYSTEMS

Presentation: Valuing and Right-sizing Storage Combined with Residential DG SolarJon Fortune, Director, Regulatory & Energy Services, SUNVERGE ENERGY

Panel Discussion: Residential Solar + Storage Installation Business Models and Monetization Strategies—From Backup Power Solutions to Virtual Power PlantsRohan Ma, Senior Director of Grid Economics and Markets, SOLARCITYBoris von Bormann, CEO, SONNENCatherine Von Burg, President and CEO, SIMPLIPHI POWER

Panel Discussion: Smart Inverters and Intelligent Control Suites for Solar + Storage Projects—Enabling Energy Storage, Demand Charge Management and Virtual Power PlantsSharmila Ravula, Director – Business Development, ROBERT BOSCH LLCDr. Ryan Wartena, President, Co-Founder, Director of Product, GELI

Presentation: Understanding the Structures that Make DG Solar + Storage FinanceablePresenter to be Announced

Opening Remarks by Forum ChairScott Zajac, Chief Executive Officer, ROCKWOOD MANAGEMENT CORPORATION

Presentation: State of the DG Solar Industry and Impact on Solar Securitization ForecastsSteven Vierengel, Director, Alternative Energy Finance, CITIGROUP*

Presentation: The Latest Solar Securitization DealsCharlotte Lee Smith, Assistant General Counsel, Structured Finance, SOLARCITYMartina Tibell, Director, Global Capital Markets, SOLARCITY

Panel Discussion: Rating Agencies’ Perspectives on the Solar Asset ClassWinston Chang, Managing Director, S&P GLOBAL RATINGS*Andrew Giudici, Managing Director, KROLL BOND RATING AGENCY, INC.Benjamin Shih, Vice President and Senior Analyst, Structured Finance, MOODY’S INVESTORS SERVICE

Panel Discussion: ABS Investors’ Perspectives on the Solar Asset ClassTom N. Denkler, Head of Esoteric ABS, AIG*Aashh Parekh, Managing Director / Portfolio Manager – Structured Credit, TIAA-CREF*Stephen J. Viscovich, Managing Director, Securitized Products, CREDIT SUISSE SECURITIES (USA) LLC

Panel Discussion: Alternative Sources of Financing Jessica Bailey, CEO, GREENWORKS LENDINGStephen Michella, Co-Founder & CEO, DIVIDEND SOLAR

Panel Discussion: Tax Equity, Structures and Impact on Growing the Solar Securitization Market Gary P. Blitz, Senior Managing Director, AON TRANSACTION SOLUTIONS Conor McKenna, Managing Director, COHNREZNICK CAPITAL MARKETS SECURITIESDan Yonkin, Director, Tax Equity, SOL SYSTEMS*

Panel Discussion: Asset Management, Portfolio Servicing and Risk Mitigation for Solar SecuritizationJimmy Bergeron, VP, Operations and Maintenance, SOLARCITYJason Kaminsky, Vice President, Partnerships, KWH ANALYTICSLaura Stern, President, NAUTILUS SOLAR ENERGYKent R. Williams, VP, Asset Management, VIVINT SOLAR

Panel Discussion: Solar Developers’ Reflection Chris Murphy, Vice President of Finance, SUNGEVITYThomas Plagemann, EVP, Head of Capital Markets, VIVINT SOLARChase Weir, CEO, DISTRIBUTED SUN

Participating Organizations:

*Invited

Distributed Solar Summit:38 NORTH SOLUTIONS 3DEGREES GROUPAES DISTRIBUTED ENERGY SOLUTIONS ALTUS POWER AMERICA AMERICAN RENEWABLE CAPITAL AMERICAN SOLAR DIRECT APSBLOOMBERG NEW ENERGY FINANCE (BNEF) BRIDGE BANKCALIFORNIA ENERGY COMMISSIONCAPITAL ONECHADBOURNE & PARKE LLPCLEANFUND COMMERCIAL PACE CAPITAL, INC.CONERGYCREDIT SUISSE SECURITIES (USA) LLCCUSTOMERFIRST RENEWABLESDE-METER EDISON ENERGYEQ-RESEARCH* ET CAPITAL, INC.

FIGTRREE FINANCINGGROSOLAR (AN EDF RENEWABLE ENERGY COMPANY) HAWAII GREEN INFRASTRUCTURE AUTHORITY (HGIA)JOULE ASSETS KROLL BOND RATING AGENCY MCE MOSAICMUFGNAVIGANT RESEARCH* NRG ENERGYPACIFIC GAS and ELECTRIC (PG&E) SEMINOLE FINANCIAL SERVICES SHEPPARD, MULLIN, RICHTER & HAMPTON LLP SONOMA CLEAN POWERSTATE STREET BANKSUNNOVASUNSHARE SUSTAINABLE WESTCHESTER TROUTMAN SANDERS LLPYGRENE

Solar + Storage Executive Forum:ADVANCED MICROGRID SOLUTIONSBYD AMERICA ENSYNC ENERGY SYSTEMS FLEXTRONICSFLUIDIC ENERGYGELI GREENSMITH ENERGY SYSTEMSMITSUBISHI ELECTRIC POWER PRODUCTS, INC. (MEPPI)ROBERT BOSCH LLC SIMPLIPHI POWER SOLARCITYSONNENSUNVERGE ENERGY TESLA MOTORSTOSHIBA CORPORATION

Solar Securitization Executive Forum:AIG*AON TRANSACTION SOLUTIONS CITIGROUP*COHNREZNICK CAPITAL MARKETSCREDIT SUISSE SECURITIES (USA) LLC DISTRIBUTED SUNDIVIDEND SOLARGREENWORKS LENDINGKROLL BOND RATING AGENCY, INC.KWH ANALYTICSMOODY’S INVESTORS SERVICENAUTILUS SOLARROCKWOOD MANAGEMENTS&P GLOBAL RATINGS*SOLARCITYSOL SYSTEMS*SUNGEVITYTIAA-CREF*VIVINT SOLAR

Solar + Storage: Solar developers and storage system integrators explore creation of additional value streams and business models by adding storage to solar systems in the residential, C&I, community, and small-scale utility market segments!

Solar Securitization: Investors and the solar industry meet to explore the performance of recent securitized assets, rating agencies’ work to date, and market trends in solar asset-backed securities within the residential and commercial & industry segments

Networking Break

Networking Break

Group Luncheon

Group Luncheon

Networking Break

Networking Break

*Invited

Page 3: What to expect at - GIIEventOpening Remarks by Summit Chair Tony Toranto, Partner, SHEPPARD, MULLIN, RICHTER & HAMPTON LLP Session I: U.S. Distributed Solar Policy and Market Outlooks

Opening Remarks by Summit ChairTony Toranto, Partner, SHEPPARD, MULLIN, RICHTER & HAMPTON LLP

Session I: U.S. Distributed Solar Policy and Market Outlooks

Presentation: Impact of the 2016 Election on the Distributed Solar MarketsDexter Gauntlett, Principal Research Analyst, NAVIGANT RESEARCH*

Keynote Panel Discussion: State Policy and Incentives Empowering Distributed Solar Markets Jeff Cramer, Principal, 38 NORTH SOLUTIONS Rusty Haynes, Policy Research Manager, EQ-RESEARCH*David Hochschild, Commissioner, CALIFORNIA ENERGY COMMISSIONHeather D. Wallenstrom, Program Manager, HAWAII GREEN INFRASTRUCTURE AUTHORITY (HGIA)

Panel Discussion: Distributed Solar Market Forecast for 2017 and BeyondHugh Bromley, Senior Associate - Lead Analyst, North America Solar and Distributed Generation,

BLOOMBERG NEW ENERGY FINANCE Kevin Prince, Senior Director, Business Development, NRG ENERGYWoody Rubin, President, AES DISTRIBUTED ENERGY SOLUTIONSTony Toranto, Partner, SHEPPARD, MULLIN, RICHTER & HAMPTON LLP

Session II: Lessons Learned & Biz Models for Distributed Solar Market Segments

Panel Discussion: Utility Plans & Prospects for Distributed Solar (+ Storage)Ray Brooks, Manager, Renewable Energy Program, APSMark Esguerra, Principal Engineer and DRP Filing Lead, PACIFIC GAS and ELECTRIC (PG&E) Madeleine Klein, Managing Director of Storage Solutions, EDISON ENERGY

Session III: Distributed Solar Financing Forecasts

Keynote Presentation: Home Energy Financing—It’s Not Just For Solar Anymore Billy Parish, Co-Founder & CEO, MOSAIC

Special Presentation: What’s New?Keith Martin, Partner, CHADBOURNE & PARKE LLP

Panel Discussion: Tax Equity Market Outlook for 2017 and BeyondSantosh Raikar, Managing Director, Renewable Energy Investments, STATE STREET BANKGeorge Revock, Managing Director, CAPITAL ONEJerry L. Smith, Managing Director, Strategic Transactions Group,

CREDIT SUISSE SECURITIES (USA) LLC

Group Luncheon

Main Summit | Wednesday, November 16, 2016

Main Summit (continued) | Thursday, November 17, 2016

Panel Discussion: Distributed Solar Opportunities in Community Choice Aggregation (CCA)Michael Gordon, Co-Chair, SUSTAINABLE WESTCHESTER,

Chief Executive Officer & Managing Partner, JOULE ASSETS Stephen C. Hall, Partner, TROUTMAN SANDERS LLPJan McFarland, Director of Programs, SONOMA CLEAN POWERDawn Weisz, CEO, MCE

Panel Discussion: New Business Models for the Residential MarketKevin Bauer, President, AMERICAN SOLAR DIRECTJohn Berger, CEO, SUNNOVA

Panel Discussion: Lessons Learned from Corporate Fleet Deals for the C&I MarketTom Athan, Managing Partner & Co-Founder, ALTUS POWER AMERICAKevin Rackstraw, Vice President, Customer Solutions, CUSTOMERFIRST RENEWABLESSenior Representative, SOL SYSTEMS

Panel Discussion: Business Models & Monetization Strategies for Community SolarMarc Bencivenni, Senior Vice President, SUNSHAREAdam Capage, Vice President, Community Solar, 3DEGREES GROUPGianluca Signorelli, Senior Director, Structured Finance, NRG ENERGY

Panel Discussion: Capitalizing on the Disruption in the Distributed Solar MarketplaceNicholas Addivinola, Senior Director, Origination and M&A, ET CAPITAL, INC.Justin F. Marron, Managing Partner, Head of Origination, ALTUS POWER AMERICADavid Munsky, Vice President, Project Development, CONERGYJamie Resor, CEO, GROSOLAR (AN EDF RENEWABLE ENERGY COMPANY)

Panel Discussion: The Latest on PACE Financing: C-PACE, Combining with Tax EquityJohn Kinney, Chairman, CLEANFUND COMMERCIAL PACE CAPITAL, INC.Stacey Lawson, President & CEO, YGRENEManesh Shah, CEO, FIGTRREE FINANCINGCecil Smart, Senior Director, ABS Commercial, KROLL BOND RATING AGENCYMichael Wallander, Founder & President, DE-METER

Presentation: Nontraditional Financing Solutions for Commercial SolarJames Coombes, Principal, AMERICAN RENEWABLE CAPITAL

Panel Discussion: Banking on Distributed Solar: The Financing MarketChris Diaz, Senior Vice President, Renewable Energy, SEMINOLE FINANCIAL SERVICESRoy Pack, Vice President, Renewable Resource Group, BRIDGE BANKFred Zelaya, Director, Structured Finance, MUFG

Networking Break

Networking Break

“A must attend for thought leaders in distributed energy.”– Brad Sharp, Federal Business Development Manager, SOLARCITY

“This conference attracts participation from high level industry reps who offer insight & forward thinking!”– Hannah Masterjohn, Director of Policy & New Markets, CLEAN ENERGY COLLECTIVE

“Access to insiders views on a new and developing asset class.”– Catherine Helleux-Benchimol, Structured Finance, SOCIETE GENERALE

“Informative panels and stimulating discussions encouraging the further development of solar + storage.”– Patara Ngaotheppitak-Lai, Engineer III, ROSENDIN ELECTRIC, INC.

Rave Reviews from Previous Editions of Infocast’s Distributed Solar, Solar + Storage and Solar Securitization Events:

Networking Reception

REGISTER TODAY! www.infocastinc.com/dist-solar | 818-888-4444

Networking Break

For speaking information, contact:

Erin Dolleris Hall, Event [email protected]

818-888-4445 x48

For sponsorship information, contact:

Maggie Trigueros, Sponsorship [email protected]

818-888-4445 x55

*Invited

Page 4: What to expect at - GIIEventOpening Remarks by Summit Chair Tony Toranto, Partner, SHEPPARD, MULLIN, RICHTER & HAMPTON LLP Session I: U.S. Distributed Solar Policy and Market Outlooks

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