NextWave Greentech Investing 2013 | September 12, 2013 | Menlo Park, CA
September 12, 2013
Attendee Check-in and Breakfast
Defining the Next Wave of Greentech Investing
All the green technology innovations that were commercialized over the
past decade are poised to disrupt the market. The morning sessions explore
new marketplaces, new system integrators, new channels, and new financing
solutions that will bring this disruption to fruition.
The State of Cleantech Venture Capital: What Lies Ahead
Matthew Nordan, Vice President, Venrock
NextWave Greentech Investing: Ready For Prime Time
Since the downturn, a small number of innovative venture investors have been
developing new strategies for generating returns from the greentech macro-opportunity.
We're now starting to see the early results of these efforts, and some of these strategies
appear to be showing good results. The NextWave of greentech investing is
now ready for prime time.
Rob Day, Partner, Black Coral Capital
Bilal Zuberi, Partner, Lux Capital
Colin le Duc, Partner, Generation Investment Management LLP
Scott Henneberry, VP, Smart Grid Strategy, Schneider Electric
Keynote Presentation:Cisco's Vision of Internet of Things
Rick Geiger, Executive Director for Utilities and Smart Grid, Cisco Systems, Inc.
Gordon Fyfe, President and CEO, PSP Investments
The View from Sand Hill Road
Raj Atluru, Managing Director, Silver Lake Kraftwerk
Energy Innovation Policy: A New Approach
Matt Brown, Vice President, McBee Strategic Consulting
Reinventing Greentech Markets
Entrepreneurs, strategics and limited partners give their perspectives
on this much-needed conversation at a crucial turning point for the sector.
Creating a Cleanweb Market
Sunil Paul, Co-Founder and CEO, SideCar Technologies, Inc
Investing in the Distributed Solar Revolution
The solar VC bubble has burst, and the failures it created have pushed some prominent greentech investors out of the market. Despite this, the U.S. solar market continues to expand, and along with it come new opportunities for investment in the downstream solar ecosystem. Leveraging proprietary market data and analysis from GTM Research, this presentation will paint a picture of tomorrow's solar market and the opportunities for investors to identify companies and business models that will last after incentives disappear.
Shayle Kann, Senior Vice President, GTM Research
NextWave Strategic Investors
Moderator: Andrew L. Shapiro, Founder, Broadscale Group
Todd Dauphinais, Partner, Aster Capital Partners Pulakesh Mukherjee, Principal, BASF Venture Capital Mark Platshon, Partner, Birchmere Ventures
Senior Advisor, BMW i-Ventures Kevin Self, Vice President, Strategy & Corporate Development, Johnson Controls
Foundations and Family Offices - New Sources of Greentech Investing Capital
Some of the more creative investment strategies in greentech over the past couple of
years have come from the family office, high net worth and foundation communities.
In this session, several leading members of this community will describe their
approaches to the unique challenges of the greentech market, and what outcomes
Moderator: Adam Lerner, Vice President, McNally Capital
LPs: Funding NextWave Investments
Limited partners are ultimately the investors who'll fund the next wave of greentech
investors, but LPs have a lot of other places they could be deploying capital to meet their
returns needs. Greentech VCs' challenges and underwhelming results over the past few
years have therefore significantly impacted LPs' interest in the category. This panel of
experienced LPs will share their perspectives on past and future challenges, will discuss
positive signals they're seeing, and will describe what the broader LP community needs to
see before jumping back in to back greentech investors.
Moderator: Rob Day, Partner, Black Coral Capital
Mark Hayes, Managing Director, Portfolio Strategy, Stanford Management Company Nathan Mazonson, Associate Consultant, Cambridge Associates LLC Shawn Wischmeier, Chief Investment Officer, Margaret A. Cargill Philanthropies