Conference Agenda

July 13, 2009

9:00am - 9:15am

Welcome and Introduction

Scott Clavenna, President and CEO, Greentech Media

9:15am - 9:45am

Redefining the PV Market

Travis Bradford, President and Founder, the Prometheus Institute

9:45am - 10:30am

Solar Survivors in the Global PV MarketAn influx of new entrants, combined with dramatic capacity expansions from established manufacturers, has meant that crystalline silicon-based PV has become an increasingly crowded and commoditized space over the last two years, while thin film has emerged as a disruptive new challenger. This session will detail the characteristics of successful crystalline silicon and thin film business models through what is widely expected to be a challenging time for the industry. It will also provide company-specific cost estimates and performance metric data that will allow for a detailed and thorough comparison of the multitude of players in the space.

Julie Blunden, Vice President - Public Policy and Corporate Communications, SunPower Corp.
Andrew Beebe, Managing Director - Energy Solutions, SunTech America
Russ Kanjorski, Vice President of Marketing, Abound Solar
Shyam Mehta, Senior Analyst, GTM Research

10:30am - 11:00am

Networking Break

11:00am - 11:45am

Public-Private Partnerships for PV DevelopmentThis session will look at the opportunities for growth in the U.S. PV market arising out of the federal stimulus package, including ARRA and SEP funds, municipal "green" bonds and direct government involvement in building the U.S. PV market.

Arno Harris, CEO, Recurrent Energy
Laura Spanjian, Assistant General Manager, External Affairs, San Francisco Public Utilities

11:45am - 12:30pm

Utility-Owned Generation: A Disruptive New Business Model?A unique mix of regulations and financing considerations are driving substantial growth in the utility-scale PV market. This session analyzes the economics underlying utility-scale PV project development and examines the competing business models and project finance structures that are driving the emergence of a large-scale PV industry in the United States.

Daniel Englander, Senior Analyst, GTM Research
Kevin Chen, Generation Business Planning, Strategy & Development, Southern California Edison
Damon Franz, Energy Analyst, Energy Division, California Public Utilities Commission

12:30pm - 1:30pm

Lunch

1:30pm – 2:15pm

Fueling PV Growth Through ManufacturingInnovations in PV manufacturing will continue to drive down costs and improve operations efficiencies of manufacturers. In this session, leaders from manufacturing equipment and design, manufacturing and logistics services organizations will discuss how the future of the PV market will be shaped by new thinking around manufacturing.

Roger Little, CEO, Spire Corporation
Shammy Khan, Vice President, Business Development, Flextronics
John Antone, Corporate Vice President of Marketing, Energy and Environmental Solutions Group, Applied Materials Inc.

2:15pm - 3:00pm

Critical Issues in EPC and Project DevelopmentLeading Engineering, Procurement, and Construction firms will discuss their recent experiences developing solar projects in the current market. Analysts and EPC representatives will speak to some of the challenges of and strategies building quality projects and raising the audience's awareness of the importance of having a solid EPC firm attached to a project. Speakers will address issues such as delivery guarantees, coordinating large-scale projects with multiple vendors, component supply contracting, experiences with heightened project requirements, and thoughts on future development and EPC trends.

Adrian Maynes, M+W Zander
David Miles, Consulting Vice President Project & Business Development, a+f GmbH
Kuno Schallenberg, Head of Renewable Energy, Lahmeyer International GmbH

3:00pm - 3:30pm

Networking Break

3:30pm – 4:00pm

Future of the Commercial Solar PPAFor much of the last three years, the commercial power purchase agreement was the only way for large energy consumers to economically access solar-powered electricity. With investors losing their appetite for tax equity and falling module and system prices driving the delivered $/kWh value of large-scale PVsystems lower, commercial PPA companies are facing an entirely different sales market than the one that existed only a year ago. This session takes an in-depth look at the present and future of the commercial PPA, the opportunities that exist in that market and the challenges that need to be overcome.

Paul Detering, CEO, Tioga Energy
Chad Sachs, Vice President, Project Development and Finance, Renewable Ventures

4:00pm - 4:45pm

A New Framework for Residential Solar This panel will discuss new and current options for building residential solar projects in the absence of home equity and homeowner liquidity, assessing the current challenges residential developers are facing given the housing downturn and consumer credit crunch. Also explored will be future options for residential solar, answering the question "when can we buy DIY (do it yourself) systems at Home Depot?" and understanding how this will impact the current financing models and policies established to support residential solar.

Jeffery Wolfe, Co-Founder, CEO, Chairman of Board of Directors, groSolar
Barry Cinnamon, CEO, Akeena Solar
Mark Goldman, Armageddon Energy
Danny Kennedy, CEO, Sungevity
Michael Kanellos, Editor-in-Chief, Greentech Media

4:45pm - 5:30pm

Navigating the Solar Financing StormFinancing solar projects in 2009 remains significantly challenging given the current state of the financial industry. Yet because of solar's attractive IRR's investors and project developers are finding creative ways to access capital for solar projects. This session will draw on expertise from a variety of experts from the financial industry, project development and integration sector, and construction and EPC firms to describe a path forward to completing PV projects large and small.

Nathan Campbell, Senior Vice President, Macquarie Capital Advisors
Mark Zanoli, Managing Director, Investment Banking, J.P. Morgan
Pat Boylston, Attorney, Stoel Rives LLP