Agenda

NextWave Greentech Investing 2013 | September 12, 2013 | Menlo Park, CA

September 12, 2013

  1. 7:30 a.m. 8:30 a.m.

    Attendee Check-in and Breakfast
  2. 8:30 a.m. 8:35 a.m.

    Conference Welcome

    Scott Clavenna, CEO, Greentech Media Rob Day, Partner, Black Coral Capital

  3. Opening Sessions:

    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.

  4. 8:35 a.m. 8:50 a.m.

    The State of Cleantech Venture Capital: What Lies Ahead

    Matthew Nordan, Vice President, Venrock

  5. 8:50 a.m. 9:05 a.m.

    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

  6. 9:05 a.m. 9:20 a.m.

    Investor Presentation

    Bilal Zuberi, Partner, Lux Capital

  7. 9:20 a.m. 9:35 a.m.

    Investor Presentation

    Colin le Duc, Partner, Generation Investment Management LLP

  8. 9:35 a.m. 9:50 a.m.

    Industry Perspective

    Scott Henneberry, VP, Smart Grid Strategy, Schneider Electric

  9. 9:50 a.m. 10:35 a.m.

    Entrepreneurs: Financing Experience and Business Models

    Moderator: Eric Wesoff, Editor-In-Chief, Greentech Media

    Vanessa Green, Chief Executive Officer, FINsix Scott Harmon, CEO, Noesis Mitch Lowe, Founding & Managing Partner, Greenstart Sanjay Wagle, President, AliphaJet Inc.

  10. 10:35 a.m. 11:05 a.m.

    Coffee Break
  11. 11:05 a.m. 11:30 a.m.

    Keynote Presentation:Cisco's Vision of Internet of Things

    Rick Geiger, Executive Director for Utilities and Smart Grid, Cisco Systems, Inc.

  12. 11:30 a.m. 12:00 p.m.

    Fireside Chat

    Gordon Fyfe, President and CEO, PSP Investments

  13. 12:00 p.m. 12:20 p.m.

    The View from Sand Hill Road

    Raj Atluru, Managing Director, Silver Lake Kraftwerk

  14. 12:20 p.m. 1:35 p.m.

    LUNCH
  15. 1:35 p.m. 1:45 p.m.

    Energy Innovation Policy: A New Approach

    Matt Brown, Vice President, McBee Strategic Consulting

  16. Afternoon Sessions:

    Reinventing Greentech Markets

    Entrepreneurs, strategics and limited partners give their perspectives
    on this much-needed conversation at a crucial turning point for the sector.

  17. 1:45 p.m. 2:15 p.m.

    Creating a Cleanweb Market

    Sunil Paul, Co-Founder and CEO, SideCar Technologies, Inc

  18. 2:15 p.m. 2:45 p.m.

    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

  19. 2:45 p.m. 3:30 p.m.

    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

  20. 3:30 p.m. 4:00 p.m.

    Coffee Break
  21. 4:00 p.m. 4:45 p.m.

    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
    they've seen.
    Moderator: Adam Lerner, Vice President, McNally Capital

    Sarah Kearney, Founder & Executive Director, PRIME Gabriel Kra, Managing Director, Prelude Ventures Dipender Saluja, Managing Director, Capricorn Investment Group

  22. 4:45 p.m. 5:30 p.m.

    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

  23. 5:30 p.m. 7:30 p.m.

    Networking Reception