AGENDA

10:00 Registration Desk Opens

11:00 Power & Money Opening Address – Derek Michalski, Founder & CEO, DMVR / The Voice of Renewables

11:15 Power & Money Keynote Address: The Energy Transition Is Now a Capital Allocation Challenge

The energy transition requires unprecedented investment in generation, grids, storage, flexibility and electrification. The question is no longer simply whether the technologies exist, but whether the energy system can create the predictable value and investable cash flows required to attract capital at scale.

11:30 SESSION I: Where Does Energy Infrastructure Value Come From?

Who Will Pay for Europe’s Next Generation of Energy Infrastructure? This opening panel examines where value is actually being created across the energy system, who is best positioned to capture it, and which infrastructure assets can support long-term investment.

Key questions

• Is the existing infrastructure investment model capable of delivering the required scale?
• Where will the greatest infrastructure value be created over the next decade?
• Can regulated networks attract the capital required for rapid expansion?
• How should investment be balanced between generation, grids and flexibility?
• Which risks should sit with governments, consumers, utilities and investors?

12:10 Networking Break

12:50 SESSION II: How Does Value Become Investable?

Can Energy Markets Produce the Cash Flows Capital Requires? Infrastructure is financed against future cash flows, not installed capacity. Yet increasingly volatile markets, congestion, curtailment, changing regulation and uncertain revenue streams can make strategically important assets difficult to finance. This panel examines how market design and revenue structures determine bankability.

Key questions

• Are current electricity markets providing sufficient long-term investment signals?
• What role should PPAs, CfDs, capacity mechanisms and regulated revenues play?
• How should merchant exposure and market volatility be priced?
• Who should bear congestion and curtailment risk?
• What makes an energy infrastructure revenue stream genuinely resilient?
• Is regulatory certainty becoming as important as the underlying asset?

13:30 Networking Break

14:10 FIRESIDE CHAT: Inside The Investment Committee

What Makes an Energy Asset Investable? A candid conversation between a senior infrastructure investor and an energy industry leader on how investment decisions are actually made.

• What immediately attracts — or kills — an investment case?
• How are cost of capital and risk really assessed?
• What matters more: contracted revenue, market exposure or strategic value?
• Which risks are investors prepared to take?
• What does today’s investment committee see differently from five years ago?

14:40 Networking Break

15:20 SESSION III: Where Will The Capitol Go?

Which Energy Assets Will Win the Competition for Capital? Generation, transmission, storage, flexibility, digital infrastructure and electrification are competing for the same pools of institutional and infrastructure capital. The final panel examines where investors are likely to deploy capital — and what will determine the winners.

• Which infrastructure sectors offer the strongest risk-adjusted opportunity?
• Will grids attract more capital than generation?
• Can storage and flexibility become institutional infrastructure assets?
• How will investors price merchant, regulatory and technology risk?
• What happens to assets with high strategic value but weak standalone cash flows?
• Which market or regulatory changes could redirect capital at scale?

16:00 Power & Money conference adjourns

Agenda Disclaimer

The agenda is subject to change to reflect developments in the energy market, regulatory changes and emerging industry priorities. DMVR reserves the right to modify the agenda, speakers and session content as necessary. DMVR accepts no responsibility for changes resulting from speaker cancellations, no-shows or circumstances beyond its reasonable control. Please always check for updates or contact us.