Hedging for New Use Cases: Battery Storage, Proxy Generation & Affiliate Swaps - Presented by Infocast
  • Gain Proficiency in Innovative Hedge Frameworks
    & Grasp How Advanced Deals Get Done

    Learn More

MASTER CLASS OVERVIEW

 

This two-day comprehensive Master Class will provide attendees an immersion into non-standard hedge agreements, and the provisions and conceptualization vital to their use with battery storage, proxy generation, and affiliate swaps. Attendees will also hear all of the most recent developments in the ERCOT market regarding hedge negotiations, pricing and payments, and counterparty issues.

With the meltdown of the ERCOT power grid, many in the industry are wondering how hedges fared, and what factors led to each outcome. The dramatic implications of contractual defenses in hedge agreements have become vitally important, with increasing scrutiny necessary to ensure that a project is covered.

The Hedging for New Use Cases Master Class is your opportunity to learn the contractual frameworks involved in bespoke hedge agreements as cutting-edge financing for renewable energy projects, and gain a working understanding of how to use these structures and provisions for new use cases and new market conditions as they arise.

This prescient event, taught by active practitioners, will examine the complex tax rules for affiliate hedges, the methodology used for trade value in proxy generation instruments, and the utilization of hedges to enable battery storage companies’ access to parts of the market previously unreachable to them. It will delineate the interests, concerns and requirements of all participants in a hedge agreement negotiation and the entire discussion will be underpinned by contemporary real-world case studies to illustrate the details.

MASTER CLASS FEATURES

 

Relevant & Timely Content: 8+ hours of in-depth, highly-relevant content and interactive learning conducted by a knowledgeable and respected industry leader as your class instructor. Bring your toughest problems for expert advice!

Competitive Advantage: Get tangible outcomes for immediate use and application!

  • Participate wisely in hedge contracts for battery storage components
  • Maximize profit potential with a working knowledge of proxy generation & affiliate swaps
  • Navigate the contractual complexities of hedge finance structures for new technologies and revenue approaches
  • Keep up with where the market is heading in terms of new finance
  • Apply concepts to other as yet undetermined new use cases in the future

Live Office Hours

  • Engaging and in-depth live discussion and Q&A following each session
  • Real-time interaction with Instructors to get your most pressing questions answered

On-Demand Access

  • Attend remotely from wherever you are – from home or at the office
  • Unlimited access to all exclusive class recordings, content and materials for 30 days

Direct Connection

  • Receive personal attention from the class Instructors for questions unique to you
  • Connect with Instructors and other attendees to expand your professional network

Class Takeaways

Hone Your Hedging Skills & Optimize Your Negotiation Strategies for New Use Cases -- including Battery Storage, Proxy Generation, Affiliate Hedging, and More

  • Review and understand acceptable battery storage, proxy generation, and affiliate hedge examples and their individual assessments
  • Define storage for hedging in ERCOT, CAISO & PJM: hear how storage is treated in these regions and the contractual pitfalls to avoid in each market
  • Overview of contractual defenses: Force Majeure, Frustration of Purpose, Commercial Impracticability, Market Disruption Event
  • Overview of key terms, definitions, and parallels in approach for non-standard use cases, including proxy revenue swap, proxy generation PPA, volume firming agreement, settlement guarantee agreement and balance of hedge
  • Review key issues in risk mitigation for new technologies and novel financial approaches in negotiating hedge contracts
  • Ask questions and receive advice from the experts actively working on battery storage, proxy generation, and affiliate swaps
  • Understand how proxy generation instruments and affiliate hedges work within the overall project financings

 


Nuanced, up-to-date, forward-looking, and contextually presented, the class expanded the depth of our firm’s competency for financial transactions.

- Greg Poulos, CEO, ArcVera Renewables


The Master Class was very efficient, educational, effective and productive, and I will do more of these regardless of if we are traveling and going to in-person events.

- Peter Blood, Founder and Managing Partner, CYCLE


Lee Taylor

Bio coming soon...


Michael Masri

Bio coming soon...

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