Breakfast & Check-In
Welcome and Opening Polling Session: Get to Know the Audience

Moderator: Julian Spector, Staff Writer, Greentech Media

Keynote Panel: The Role of Solar in the Energy Transition

How are solar leaders putting innovation at the center of their business models to gain uncharted levels of visibility on their operations and make better procurement decisions?

Tom Werner, President & CEO, SunPower
Sandra Kennedy, Commissioner, Arizona Corporation Commission
Cris Eugster, Chief Operations Officer, CPS Energy
Mathew Sachs, Vice President, Distributed Energy, National Grid Ventures

Moderator: Julia Pyper, Senior Editor, Greentech Media

Research Presentation: The Global Solar Outlook for 2019

An interdisciplinary group of Wood Mackenzie Power & Renewables analysts will discuss key growth drivers for global solar markets, breaking down predictions on the impact of supply / demand dynamics, technology advancements and international trade tensions.

Tom Heggarty, Senior Analyst, Wood Mackenzie Power & Renewables

Networking Break
Panel: Maximizing Project Margins Throughout the ITC Phasedown

Solar leaders will take part in a discussion around key capital origination, cost optimization and procurement strategies to weather the ITC stepdown storm while securing strong margins.

Kenneth Labeja, Director, Business Development, Avangrid
Scott Moskowitz, Director of Strategy and Market Intelligence, Hanwha Q CELLS America
Phil Robinson, Director of Solar Project Structuring, Constellation Energy

Moderator: Michelle Davis, Senior Analyst, Solar, Wood Mackenzie Power & Renewables (Previously GTM Research)

Research Presentation: 2019 State Policy Compass

Pinpointing U.S. solar growth opportunities in a declining ITC world.

Austin Perea, Senior Analyst, Wood Mackenzie Power & Renewables (Previously GTM Research)

Networking Lunch
track 1
Reaching New Highs in System Performance… and New Lows in Component Pricing
track 2
Cost of Capital Outlook Amid the ITC Phasedown
track 1
Research Presentation: Mapping System Pricing Reductions – How Far Can the Drop in Prices Go?

Describing the downward price trends for solar components in 2019-2020.

Benjamin Gallagher, Senior Analyst, Wood Mackenzie Power & Renewables (Previously GTM Research)

track 2
Research Presentation: Understanding Financial Risk for Solar in 2019-2022

Examining the drivers for risk assessment for solar project finance as the ITC stepdown kickstarts.

Michelle Davis, Senior Analyst, Solar, Wood Mackenzie Power & Renewables (Previously GTM Research)

track 1
Panel: Single-Axis Trackers & Bifacial Modules - Overall System Impacts on Performance and Costs

Breaking down the specific ways in which SATs and bifacial modules are resulting in better performing and more cost-effective solar systems.

Mitch Bowman, Director of Engineering, FTC Solar
Colin Caufield, VP of Sales, North America, Soltec
Greg Beardsworth, Sr. Director of Product Management, NEXTracker

Moderator: Benjamin Gallagher, Senior Analyst, Wood Mackenzie Power & Renewables (Previously GTM Research)

track 2
Panel: The Impact of the ITC Phasedown on Consumer Finance for Residential Solar

How will the ITC phasedown impact demand for residential solar consumer finance offerings? What reactions can we expect from tax equity providers and banks? And how will that affect pricing for leases, PPAs and loans?

Alex McDonough, Vice President, Public Policy, Sunrun
Tanguy Serra, Chief Strategy Officer, Loanpal
Erin Talbot, General Manager - Solar, Mosaic

Moderator: Allison Mond, Senior Analyst, Wood Mackenzie Power & Renewables (Previously GTM Research)

track 1
Case Study: Beyond OEM Pricing – Reducing Installation Expenditures and Other Soft Costs

Evaluating what strategies are being followed by solar component manufacturers EPCs, developers and/or installers to enhance operational efficiency -beyond OEM pricing reductions- to improve margins.

track 2
Case Study: Financing Solar in Global Emerging Markets – Securing Public Debt

A look at major solar finance trends in global emerging markets, from capitalizing on tax incentives to navigating national regulations and securing public debt.

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Networking Break
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Networking Break
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Panel: Reducing Operational Costs – A Look into Enhanced Efficiency in Solar Asset Management and Operations & Maintenance

What are the key cost optimization drivers for solar asset management and Operations & Maintenance?

Chris Frantz, Vice President Asset Management, Cypress Creek Renewables
Dean Solon, Founder & CEO, Shoals Technologies Group

track 2
Panel: Getting Solar + Storage Finance Right

This session will break down risks associated with financing solar + storage from multiple standpoints and will evaluate the impact factors associated with revenue streams in these financing decisions.

Ryan Dings, Chief Operating Officer, Sunwealth
Terry Grant, Managing Director, Marathon Capital
Jesse Grossman, CEO & Co-Founder, Soltage

Moderator: Daniel Finn-Foley, Senior Analyst, Energy Storage, Wood Mackenzie Power & Renewables (Previously GTM Research)

track 1
Panel: Maximizing the Performance of Legacy Assets Through Repowering to Drastically Improve System Economics

What technologies and strategies are being deployed by EPCs, developers and inverter manufacturers to repower legacy assets? And what is the impact of repowering on overall cost savings and system economics?

Moderator: Lindsay Cherry, Analyst, Solar, Wood Mackenzie Power & Renewables (Previously GTM Research)

track 2
Panel: Enhancing Flexibility in Solar Corporate PPAs

Corporate PPAs drove a quarter of total solar capacity procured in 2018. But there is one key demand corporate offtakers keep calling for: more flexible procurement and contractual structures. This panel discussion will review potential ways in which developers and financiers can satisfy these needs for flexibility.

Moderator: Colin Smith, Senior Analyst, Wood Mackenzie Power & Renewables (formerly GTM Research)

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Closing Roundtable: A 5-Year Technology Outlook for Module, Tracker and Inverter Systems

What are the key emerging trends impacting system performance and LCOEs for module, tracker and inverter systems in the next five years?

This roundtable discussion will venture into the near future to see what's cooking in the R&D departments of the leading module, tracker and inverter manufacturers in the industry.

When it comes to module technology, we will look at at different silicon cell typologies: from p-type to n-type cells, as well as emerging cell types such as PERC, IBC and HIT. Also, we will evaluate what might be next for module design, including building-integrated photovoltaics.

In terms of trackers, we will look at what the next 5 years will bring in the smart trackers space (and LCOE improvements associated with improving sun path predictions), as well as how tracker design improvements can reduce exposure to increases in material costs, particularly steel costs.

On the inverter side of things, we will focus on silicon carbide, design trends for inverters and efficiencies on DC-to-AC conversion.

Moderator: Benjamin Gallagher, Senior Analyst, Wood Mackenzie Power & Renewables (Previously GTM Research)

track 2
Closing Roundtable: Seizing the Solar Development Opportunity in Opportunity Zones

Led by solar investment experts, this closing roundtable discussion will decipher how the Opportunity Zones incentive framework -which offers tax benefits to equity investors that put money into over 8,700 designated “economically distressed” opportunity areas across the United States- could benefit solar development in these rural and urban underprivileged zones.

This industry conversation will shed light on the mechanics, qualifications and potential reductions for cost of capital of what has been described as a 'watershed moment' for the clean energy industry.

The discussion will also outline the level of interest opportunity zone funds have signalled towards solar, and how industry advocacy efforts can help this innovative finance strategy gain steam.

Moderator: Scott Clavenna, Chairman, Greentech Media

Networking Reception

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