The Ever-Changing Investment Landscape

Summary

Over the past 10 years, there have been varying degrees of success in commercializing “cleantech” companies. But yet the market drivers and industry pivot points within clean energy, industry 4.0, and sustainable resource use are making a more compelling thesis for investing over the next 10 years.  While the digital revolution is now playing an increasingly key part within our landscape, many of the companies within our theme are more industrial, more capital intense and require longer time lines. And as the energy, industry and resource innovation themes become ever more mainstream, this is requiring investors themselves to evolve in terms of who they partner and co-invest with and how they structure their own set-ups and investment vehicles.

In partnership with Finland’s Cleantech Venture Day, CTG will provide the opportunity to participate in interactive and informal roundtable discussions with other investors on topics relating to these key questions. See agenda below.

This will take place at the Forum venue, Wanha Satama – see our venue page for more details.

This will be an investors-only afternoon session. If you wish to receive an invitation, please enquire through forums@cleantech.com.

 

Agenda

2:00 PM – 2:30 PM Arrival & Coffee

2:30 PM – 2:40 PM Introduction & Welcomes

2:40 PM – 2:55 PM Introduction to Roundtable Topics (see below

2:55 PM – 3:35 PM Roundtables Series #1

3:35 PM – 4:00 PM Networking Break & Roundtables Switch

4:00 PM – 4:40 PM Roundtables Series #2

4:40 PM – 4:45 PM Closing Words & Wrap

 

5:15 PM – 6:10 PM Opening Session of our 13th Annual Cleantech Forum Europe

6:10 PM – 7:30 PM Opening Night Reception (Co-Hosted by Fortum) 

7:30 PM Investors Dinner (this invite-only dinner will take place at Restaurant Sipuli) 

 

 

Roundtable Topics

Note: The roundtables and descriptions are subject to minor changes, as we finalize the program.

What’s hot (and not) in investment and innovation in China?
Tsing Capital’s Managing Partner will lead a discussion about what trends Tsing Capital, China’s best-known and longest-established investor into sustainable innovation, is seeing in China and related to China. There will be a particular focus on cross-border opportunities and what all this means for Western partners, be they companies or investors.

Table Host: Shelby Chen, Managing Partner, Tsing Capital

New Investment Models for Cleantech 3.0
CTG’s Director of Research, in partnership with IP Group and Robeco, will lead a discussion on what new investment models and structures different groups around the world have set up or are considering to do so, to better fit the realities of investing in capital-heavy and long-duration plays, that characterizes much, though not all, the cleantech theme. (Cleantech 3.0 is conceived of, as the next phase of investment into the physical, longer duration companies)

Table Co-Hosts: Todd Allmendinger, Director of Research, Cleantech Group (CTG), Stefan den Doelder, Investment Director, Private Equity, ROBECO and Jamie Vollbracht, Director, IP Group

Lifting the Lid on the Economics of Energy Storage
CTG’s parent company, Enovation Partners, does much of its work around DER and energy storage, including providing the supporting expertise for Lazard’s new annual study, LCOS (Levelized Cost of Storage). What does storage really cost, and where are those costs heading “tomorrow?” What are the use cases that are most economic in the nearer term? What might challenge Li-ion’s domination? These are likely to be some of the questions that might be discussed in this table led by Enovation Partners’ CEO.

Table Host: Robert Zabors, CEO and co-Founder, Enovation Partners

Corporate Venture Capital: Key lessons, key challenges
One of the many CVCs who have become operational in the last few years across the cleantech theme will kick-start a discussion based on their experiences, with the objective of sharing lessons learned amongst those who would like to join such a discussion. What are the pros and cons, challenges and opportunities, of corporate venture capital as a tool for bringing external innovation into large companies? Participants will be encouraged to offer case studies of where it works and what success looks like – and for the very transparent, the reverse! And if there is anyone totally new to this, your table hosts might be willing to address this open question: knowing what you know now, what would you do differently, and why?

Table Co-Hosts: Greg Gorski, EVP Innovation & New Business, ENGIE and Hendrik van Asbroeck, Director Corporate Venture Capital, ENGIE

The Next Wave of Disruptive Technologies
More and more technology types not traditionally associated with the cleantech theme are attracting investor attention and deal flow. And more are on the way. CTG’s At the Cutting Edge research series has recently covered technologies such as artificial intelligence, augmented reality, blockchain and 5G. Investors are invited to come learn more, and to share viewpoints with each other on such technologies and which use cases (for energy and industry generally) show promise, or which look over-hyped (at least for now).

Table Host: Jules Besnainou, Director, Cleantech Group (CTG)

 

 

Thank you to our Partner: