Energy Storage Finance & Investment - Presented by Infocast

May 29 - 30, 2024
San Diego Marriott La Jolla
San Diego, CA

Today’s Best Thinking on Maximizing the Value & Profitability of Energy Storage Projects & Portfolios

A year and a half into the IRA, both project finance and portfolio/platform-level investments for storage are booming. Projections suggest that more than 120 GW of storage in the US alone will need to be developed by 2032, requiring $200-$250 billion in capital. While this represents an enormous growth opportunity for the storage community and its stakeholders, only those who are fully cognizant of the rapidly-developing financing techniques, project structures, contemporary market data, and best practices will be able to bring the maximum quantity of projects to fruition.

Infocast's Energy Storage Finance & Investment — building on the success of last year's event — brings together the entire storage community, including leading developers, tax equity investors, lenders, capital and debt providers, tax advisors, market analysts, offtakers, and more, to provide a deep dive into today’s cutting-edge approaches for finance and investment across the full range of markets and business strategies in this dynamic sector.

If you are looking for the best available information on contract negotiations, revenue streams, costs, augmentation, M&A markets, merchant transactions, extracting value from storage projects and portfolios, new deals structures for utilities and public power entities, techniques for reducing supply chain risk, meeting domestic content requirement, assessing the potential opportunities and pitfalls across the full range of ISO, RTO and bilateral markets, and the rapidly growing tax credit transfer market, this is your must-attend event of 2024.

Don't miss out on this remarkable opportunity to gain critical insights for the year ahead and connect with leading experts, decision makers and stakeholders.

Get visibility for your brand

Lawrence Silverstein
Director of Sponsorship
[email protected]

For registration questions:

Group rates available,
for 3 or more attendees! [email protected]

Share your expertise

Victoria Hoefler
Conference Producer
[email protected]


Expert Speakers

Hear from top industry leaders
and market stakeholders


Content-Packed Sessions

Gain highly-relevant,
exclusive insights and updates

Premier Networking

Connect with key decision-makers
and get deals done


Group rates available for 3 or more attendees!



Ali Amirali
Senior Vice President

Anna Astretsova
VP of Finance

Pablo Barrague
Vice President, Energy Storage

Andrew Bowman

Sidney Chang
Vice President, Origination

Audrey Copeland
Head of Development

Josh Dale
MD – Head, Energy Transition Coverage North America

Peter J. DeFazio
Managing Director

Jacqueline DeRosa
Vice President - Energy Storage Systems

Jonathan M. Gross
Director, Renewable Energy

Matt Harper

Jorg Heinemann

Nyla Khan
Storage Materials & Systems Engineer

Lorenzo Landini
Senior Managing Director, Head of Origination Project Finance

Robert Martorano
Chief Investment Officer

Kellie Metcalf
Managing Partner

Peter Rood
Chief Development Officer

Lisa Ryder
Senior Vice President and Team Lead, BGPM Utility Power and Renewable Energy

Robert Shaw
Chief Executive Officer

Michael Slattery
Chief Financial Officer

Chris Taylor

Marco Terruzzin
Chief Commercial and Product Officer

Curtis VanWalleghem

Della Xu
AVP, Investments

Elizabeth Waters
Managing Director



  • Agilitas Energy
  • Ambri
  • Ameresco
  • Ascend Analytics
  • Avantus
  • Aypa Power
  • Banyan Infrastructure
  • Brown & Brown
  • CAC Specialty
  • Central Coast Community Energy
  • CoBank
  • DNV
  • Electric Power Engineers
  • EnCap Energy Transition
  • Energy Vault
  • EnerVenue
  • Enverus
  • Eolian, L.P.
  • Fractal Energy Storage Consultants
  • General Motors
  • Greenbacker Capital
  • Greenprint Capital Solutions
  • Greenskies Clean Energy
  • GridStor
  • Hydrostor
  • Invinity Energy Systems
  • Jupiter Power
  • KeyBanc Capital Markets
  • Keybank
  • Liberty
  • Lotus Infrastructure Partners
  • Madison Energy Investments
  • Mission Clean Energy
  • Monarch Private Capital
  • MUFG
  • MUFG – Project Finance, Americas
  • National Grid Renewables
  • North American Development Bank
  • Norton Rose Fulbright US LLP
  • Ormat Energy Storage
  • Rabobank
  • Renewable Energy Systems
  • REV Renewables
  • Savion, LLC
  • Spearmint Energy
  • Swift Current Energy
  • Troutman Pepper
  • U.S. Department of Energy



  • Renewable and Storage Developers
  • Utilities
  • CCAs
  • Financiers
  • Consultants
  • Battery and Equipment Vendors
  • Regulators and Policymakers
  • Public Power
  • ISOs/RTOs
  • Attorneys
  • Engineers and EPCs
  • Corporate End Users



Renewable & Storage Developers:

  • 174 Power Global
  • Acciona Energy
  • Ameresco
  • Apex Clean Energy
  • Avantus
  • Baywa RE
  • Brookfield Asset Management
  • Clean Horizon Americas
  • Clearway Energy
  • E.ON Climate & Renewables
  • EDF Renewables
  • Enel North America
  • Enera Power
  • ENGIE Storage
  • ESS Inc
  • esVolta
  • Hecate Energy
  • Invenergy LLC
  • Jupiter Power
  • juwi Inc.
  • Kinect Energy
  • MAP Energy
  • MegaWatt Storage Farms
  • NextEra Energy Resources
  • Origis Energy
  • Recurrent Energy
  • Renewable Energy Aggregators
  • Saturn Power Inc.
  • Sonnen
  • Southern Power Company
  • SunPower
  • Sunrun
  • Tenaska
  • Urban Grid Solar Projects, LLC
  • Wärtsilä Energy Storage


  • Alberta Investment Management
  • Corporation
  • Ares Management
  • Chevron Technology Ventures
  • CIT Bank
  • CleanCapital
  • Deutsche Bank
  • Emerging Markets Capital
  • Generate Capital
  • Impax Asset Management
  • ING Capital LLC
  • Macquarie Capital (USA) Inc.
  • MMA Energy Capital
  • MUFG
  • MVP Capital
  • NewCap Partners, Inc.
  • NextPower Capital
  • Prudential Private Capital


  • Rabobank
  • Siemens Financial Services
  • Spinnaker Capital
  • Starwood
  • Sustainable Capital Finance
  • Total Ventures
  • U.S. Bank Community Development
  • Corporation
  • WAPA
  • Wells Fargo Bank

Utilities, Public Power & CCAs:

  • Alameda Municipal Power
  • Avista Utilities
  • Con Edison
  • East Bay Community Energy
  • Exelon
  • Hawaiian Electric
  • ITC Holdings
  • Local Clean Energy Alliance
  • Marin Clean Energy (MCE)
  • National Grid
  • New Hampshire Electric Cooperative,
  • Inc.
  • Peninsula Clean Energy
  • PG&E
  • Renewable Sonoma
  • Roseville Electric
  • SCE
  • SDG&E
  • Silicon Valley Clean Energy
  • Silicon Valley Power
  • SoCalGas
  • Southern California Gas Company
  • Xcel Energy

Law Firms, Consultants and Advisors:

  • Ascend Analytics
  • Bloomberg NEF
  • Customized Energy Solutions
  • DLA Piper LLP (US)
  • DNV GL
  • Fluence Energy, LLC.
  • Fractal Energy Storage Consultants
  • ICF
  • King & Spalding
  • Longitude 122 West, Inc.
  • Luminate, LLC
  • Morgan, Lewis & Bockius LLP
  • Navigant Consulting
  • Nexant, Inc.
  • Norton Rose Fulbright
  • Orrick
  • ScottMadden, Inc.
  • Stem
  • Stoel Rives LLP
  • Troutman Pepper

2023 RECAP





Expert Speakers


Premier Networking



San Diego Marriott La Jolla
4240 La Jolla Village Dr.
La Jolla, CA 920372
Phone: (858) 587-1414

Room Rate: $189
Reservation Call-In No: (858) 587-1414
Reservation Web Link: Click here
Cutoff Date: Tuesday, May 7, 2024
Group Name: Energy Storage Finance & Investment - ATTENDEES

**WARNING: Please do not book any guest rooms with 3rd Party Housing Companies for this event. Infocast does not partner with outside housing companies, so we advise that you only book guest rooms at the hotel using the details provided above.**




For Government, Non-Profit, Academic, and Utility pricing click here.

*Discounts cannot be retroactively applied to an existing registration.

Need help with registration?
Contact us at: [email protected] | (818) 888-4444


Banyan Infrastructure


Banyan Infrastructure is a purpose built project finance software designed to simplify, accelerate, and optimize the financing of sustainable infrastructure across the full life cycle. Built by prior project financiers specifically for banks, investors and developers, the platform helps to replace spreadsheets, email, and pdfs with digitized loans and workflows, automating data aggregation and compliance tracking. This enables streamlined origination, servicing, and securitization of renewable energy loans and investments at higher volume and lower cost. Visit for more information.

Brown & Brown, Risk Solutions


Brown & Brown is a large account risk management broker that values depth of industry and product knowledge. Operating as a single profit center organized by specialization align our service teams to be structured based on what is best for clients’ business rather than geographic convenience. We go beyond one-off transactions and utilize advanced analytics on every program. By quantifying the effects each decision will have on a company’s risk profile, we take the mystery out of buying insurance. Execution on analytical findings is our true differentiator in mitigating losses and affecting process changes. Our collective success is earned by creating the ideal risk management solution for our clients.

CAC Specialty


CAC Specialty is a leading specialty insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. CAC delivers customized solutions for a wide range of risks, serving both large corporations and small-to-medium enterprises. As an employee-controlled company, we house top industry talent dedicated to meeting our clients’ comprehensive risk management needs.

Our dedicated Tax and Natural Resources teams work together to craft innovative and unique renewable and tax insurance solutions that can help you take a project from early-stage concept and development through completion, across a variety of industries including: Oil & Gas (Upstream, Midstream, Downstream), Power, Utilities and Renewables, Mining and Metals, and Surety.



DNV is a leading independent assurance and risk management company. We provide clients with advice and market insights, services, certification, and advanced digital solutions grounded in deep engineering and technical expertise that help them seize opportunities and tackle risks arising from the energy transition. This includes averting a climate crisis and ensuring an equitable, sustainable energy future. Our experts empower customers across the energy value chain to de-risk, decarbonize, maximize value, and safeguard life, property, and the environment. We are also leading by example, with a bold ambition to become a carbon positive company.

Electric Power Engineers


A leader in grid reliability and resiliency, Electric Power Engineers (EPE) has partnered with power and energy clients across the globe for over 50 years. EPE’s client-centric approach delivers unmatched expertise throughout the project lifecycle, with a platform of comprehensive services and proprietary solutions spanning utility engineering, grid and resource integration, reliability and compliance, digitalization, and grid analytics, as well as innovative software solutions with ENER-i.AI. Committed to designing and developing the grid of the future, EPE’s highly experienced team of detail-oriented consultants are passionate about helping clients address complex engineering and grid modeling challenges, bridge gaps, and gain visibility into the evolving complexities of the grid. Learn more about EPE at



Enverus Power & Renewables brings clean, analytics-ready data into an intuitive platform, empowering you to get straight to higher-value analysis and insights. Whether you are seeking historical data to assess the profitability of new power project opportunities, or you are a seasoned power trader utilizing financial hedging instruments, Enverus supplies essential data and analytics for the power and renewables space.

Fractal EMS


Fractal EMS is a fully vertical controls platform that includes software, controllers, integration and analytics (with optional monitoring, maintenance and bid optimization). Fractal provides all of the following: 1) controls 2) networking 3) SCADA 4) cybersecurity 5) HMI & historian. Fractal EMS provides full command, control, monitoring and management for a single asset or fleet of assets (located anywhere in the world). Fractal EMS was designed by experienced operators to maximize safety and profitability of storage and hybrid systems. Featuring an in-house team of software developers and cyber security expertise, Fractal EMS has 4 GWh in operation globally and over 13 GWh of awarded projects. Visit the website for more

Fractal Energy Storage Consultants


Fractal Energy Storage Consultants is a specialized energy storage consulting and engineering firm that provides expert financial analysis, owner’s engineering, procurement, due diligence and advisory services for energy storage and hybrid projects. Fractal has unmatched experience with nearly a thousand utility-scale energy storage engagements since 2013. Fractal provides utilities, developers, EPCs and investors, with unbiased and technology agnostic financial, technical and commercial subject matter expertise, enabling a one stop shop with end-to-end services. Visit the website for more information:

National Grid Renewables


National Grid Renewables, part of the competitive, unregulated National Grid Ventures division of National Grid (NYSE: NGG), develops, owns and operates large-scale renewable energy assets across the United States, including solar, wind and battery storage. As a farmer-friendly and community-focused business, National Grid Renewables develops projects for corporations and utilities that seek to repower America’s electricity grid by reigniting local economies and reinvesting in a sustainable, clean energy future. National Grid Renewables has a robust development pipeline of wind, solar and battery storage projects in various stages of development throughout the United States, as well as geographically diverse operational assets across the country. It supports National Grid’s vision of being at the heart of a clean, fair, and affordable energy future for all. To learn more about National Grid Renewables, visit

Norton Rose Fulbright US LLP


Norton Rose Fulbright is a global law firm and powerhouse in the project finance market. Its projects group did $211 billion in 448 significant transactions in the last five years. It works in some capacity for most of the major developers who are active in the US market. It is also a prominent thought leader. Its Project Finance NewsWire goes to more than 81,000 people. Issues back 26 years can be found on the firm’s website. Its Currents podcast has had more than three million downloads in five years. Its periodic live podcasts on topical subjects draw 2,000 to 6,000 people for the live sessions and thousands of downloads for the recordings.

Troutman Pepper


The energy industry is a key vertical and center of excellence at Troutman Pepper. We have been recognized as a “National Top-Tier” Energy Practice for eight consecutive years and received the 2020 “Law Firm of the Year” distinction for Energy Law in U.S. News – Best Lawyers “Best Law Firms” edition, and our renewable energy practice has won nationwide recognition in the Chambers USA and The Legal 500 guides. We provide top legal advice to independent power producers, developers, lenders, utilities, industrial and government clients in energy-related businesses in the U.S. and internationally. We have extensive transactional, financing and regulatory experience in the electric power (including renewable energy), natural gas and water industries. The firm can bring to bear top transactional and regulatory practitioners in order to maximize the value of transactions in the heavily regulated energy space.

Ascend Analytics


Ascend Analytics, an innovative leader at the forefront of the energy transition, offers advanced software and consulting services that capture the evolving and real-time dynamics of energy markets. Ascend Analytics provides its customers with optimized and comprehensive decision analysis that span long-term planning to real-time operations in the electric power supply industry.

Leveraging its proprietary software and more than 20 years of expertise, Ascend bridges fundamental physical system conditions with financial outcomes. The company provides critical and highly precise insights to steward capital investments and manage operations, making it an invaluable and key partner to utilities, developers, financiers, and corporate off-takers in managing the complexities of energy portfolios and markets .

The company’s unique ecosystem – which includes planning, valuation, risk management, and power market operations – is trusted by more than 250 leading-edge businesses and is the platform-of-choice that fuels more than $6 billion in asset investments.

Foss & Company, Inc.


Founded in 1983, Foss & Company is a national tax equity investor and fund sponsor that has deployed nearly $8 billion in tax equity on behalf of insurance, banking, and other large corporate clients into tax credit enhanced transactions including historic rehabilitation projects, renewable energy and advanced energy production facilities. Foss & Company is a full-service advisor with proven expertise navigating the world of tax equity investments. For additional information, visit



The KPMG Renewable Energy group is a team of experienced professionals dedicated to providing innovative solutions to clients in the renewable energy sector. With a deep understanding of the sector’s complexities and challenges, the group offers a wide range of services, including audit, tax, and advisory services, to help clients navigate the rapidly evolving renewable energy landscape.

Guided by a team of highly experienced professionals, the group is committed to delivering exceptional service and driving growth and success for its clients. The team’s expertise encompasses a huge range from renewable energy, including solar, wind, hydro, and geothermal, to rapidly emerging technologies such as batteries, hydrogen, thermal storage, smart grids, and others – and they collaborate with clients across the entire value chain, from project conception, development and financing to operations and maintenance.

The KPMG Renewable Energy group is dedicated to remaining at the forefront of industry trends and developments, and by harnessing technology and innovation to help clients achieve their objectives and make a positive impact on the environment.



FlexGen designs and integrates energy storage solutions and the software platform that is enabling today’s energy transition.
FlexGen delivers utility-scale storage projects integrated with traditional and renewable power generation globally.
Our clients and partners include the most technically and commercially demanding developers, utilities, EPCs and electric cooperatives in the world.



At Ingeteam, we are convinced that there is a different way to generate, transport, store and consume energy more efficiently and sustainably.

We want to consolidate our position as a leader in renewable generation (wind, solar, and hydroelectric), storage, the intelligent transport network, and the efficient and clean consumption of electrical energy via our electric vehicle chargers, converters, and motors for railway, marine, steel, water and for the production of green hydrogen and submersible pump and motors for water.

With a team of over 4,000 people present in 24 countries, we have already delivered 25 GW of solar PV capacity with our solar inverters, over 54 GW of our converters and generators for the wind industry, accumulated 1.6 GWh in electrical storage facilities and are a world leader in the provision of operation and maintenance services at renewable energy plants, with more than 18 GW of maintained capacity.

Select which agenda you would like to download.

Summit Agenda