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

Investor Presentation

Bilal Zuberi, Partner, Lux Capital

Coffee Break
Keynote Presentation:Cisco's Vision of Internet of Things

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

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.

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, Head of GTM Research & Senior Vice President, Greentech Media

Coffee Break
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

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

Networking Reception