• 2009-2025: Analyzing the driving forces behind solar today
• Investment trends in distributed and renewable energy resources
• Setting realistic targets for solar generation in the US for 2025
• The role of finance in meeting these targets: What level of investment is needed and what shape will it take?

Jeffrey Holzschuh, Vice Chairman, Morgan Stanley

Today’s financial markets

• The continuing effect of the credit crunch on the market as we enter 2009
• Current trends in venture capital investments and forecast figures for 2009-2010
• The changing roles of banks, venture capitalists and private equity funds
• Opportunities presented by the increasing participation of big energy companies
• The potential consequences of increased market consolidation through M&A
• Prospects for solar IPOs in 2009-2010

Jeffrey Lipton, Head of Clean-Technology Investment Banking, Jefferies Co.

The tax equity market for solar projects

• A review of market dynamics in 2008
• The size and scope of the tax equity markets
• Anticipated demand for tax equity for solar projects, both PV and CSP, as compared to supply expectations

John M. Eber, Managing Director-Energy Investments, JP Morgan Capital Corporation

Analyst panel

• How have solar stocks fared in 2008? What kinds of companies have
  done well, and why?
• What are investors looking for in their solar investments?
• Analyzing recent trends and their impact on solar investment potential:
• The growth of low-cost, large-scale manufacturing in China and Singapore
• Supply-chain constraints (and potential over-supply)
• The wave of mergers and acquisitions among manufacturers
• The entrance of semiconductor manufacturers into the solar market
• Predictions for 2009 in terms of opportunities for venture capital investments and solar IPOs
  

Stephen O’Rourke, Managing Director, Deutsche Bank
Brian C Yerger, Research Analyst, Jesup & Lamont Securities

Thin-film technology

• Analyzing market activity and investments in 2008 – Who’s investing in what?
• Evaluating the pros and cons of thin-film vs. traditional silicon PV technology
• Which technology has the greatest potential to be scaled up for large-scale use?

Comparing recent developments in:

• Amorphous silicon (a-Si)
• Copper Indium Gallium Selenide (CIGS)
• Cadmium Telluride (CdTe)
• Dye-sensitized solar cells (DSSC)
• Case studies of successful transition from lab performance to large-scale installation
• New developments in manufacturing processes to improve efficiency and reduce costs – can thin-film technology break the $1 per watt price barrier?

Short technology presentations will be followed by a panel discussion.

Russell P Kanjorski, Vice President, AVA Solar
Xunming Deng, Chief Executive Officer, Xunlight
Rusty Jewett, President & Chief Executive Officer, Sencera
Miguel Contreras, Senior Scientist, NREL
Rober Wendt, Vice President of Engineering, XsunX

Building-integrated photovoltaics (BIPV)

• Capitalizing on the trend for Green Building through the use of PV materials in replacement of conventional building materials

Robert J Cleereman, Senior Director, Dow Building Solutions, The Dow Chemical Company
Mike Gering, Chief Executive Officer, Global Solar Energy
Jon Mapel, Chief Executive Officer, Covalent 

Creative financing in distributed PV

• Identifying the right business model for the widespread installation of distributed solar generation
• Understanding property issues, state and federal regulations, and permitting requirements
• The mechanics of Power Purchase Agreements (PPA) for commercial solar facilities
• The pros and cons of a PPA vs. leasing structure
• Innovative approaches to residential solar services and installation

Alfred Z. Matos, Vice President of Renewables and Energy Solutions, PSE&G
Nat Kreamer, Co-Founder, SunRun
David Arfin, Vice President, Customer Finance, SolarCity

“Dragons’ Den” technology showcase:
Select early-stage solar technology developers will present their technologies to a panel of leading clean-tech venture capitalists and private equity investors, who will question, analyze and assess the commercial viability of their products.

Presenters:
Sam Weaver, President, Cool Energy
Dan Lee Vogler, President and Chief Executive Officer, Apache Solar
David Cohen, President, Solar Smart
Eytan Heller, Vice President Business Development, 3G Solar

Panel:
Francesco Giuliani, Director, First Reserve Corp
George Abraham, Managing Director, Astrina Capital
Daniel Hullah, Principal, Rockport Capital Partners
Marie Mapes, Presidential Management Fellow, Solar Energy Technologies Program, Energy Efficiency and Renewable Energy (EERE), US Department of Energy

Concentrated photovoltaics (CPV)

• New technological developments in large-scale CPV
• Comparing and contrasting Dish CPV, Lens CPV, Low-concentration CPV and non-tracking CPV as solutions for power generation
• The growth potential for utility-scale CPV solar “farms”
• Assessing the full lifecycle costs of a CPV plant, including energy use and maintenance costs for tracking equipment
• The potential for hybrid CPV-thin-film installations
• Can CPV plants achieve grid parity with fossil-fuel power stations?

Supratik Guha, Senior Manager, Semiconductor Materials & Devices Department, IBM Research
Eric Romo,  Vice President of Project Development, GreenVolts
Rob Lamkin, Chief Executive Officer, Cool Earth Solar

Technology spotlight

• The future commercialization of very high efficiency solar cells (VHESCs)

Allen Barnett, Professor of Electrical and Computer Engineering, University of Delaware

Concentrating solar power (CSP)

• Comparing and contrasting solar trough, parabolic dish, and solar power tower technologies
• New technologies in grid connection and energy storage
• Understanding the licensing and permitting process for CSP
• Current projects and the key players driving the CSP market in 2008-2009
• Growth areas for CSP technology around the world and projected future market share

Darren Kimura, Chief Executive Officer, Sopogy
J.D. Sitton, Chief Executive Officer, Infinia
Merrick Kerr, Chief Financial Officer, eSolar
Jeff Melby, Senior Vice President, Ausra
Charlie Ricker, Senior Vice President, Brightsource

Grid connectivity for utility-scale solar

• The role of major utilities in solar deployment
• What are utilities looking for when seeking large solar projects for their portfolios? 
• How can project developers and utilities best work together?
• Strategies to overcome the inability of the existing grid to deal with the variability of solar power
• New technologies in demand management and load management

Kevin Law, Chief Executive Officer, Long Island Power Authority

Project finance

• The future outlook for project finance in utility-scale solar installations
• Issues of permitting for utility-scale facilities – the importance of access, water rights and land acquisition
• Understanding subsidies and incentives and how they impact profitability
• Managing regulatory risk – will potential changes to feed-in tariffs in 2009 affect the ability to finance projects?
• Identifying new sources of capital
• Case study: Solar power project development in California

Thomas K Emmons, Senior Vice President, Head of Energy Americas, HSH-Nordbank
Kelly Beninga, Director of Renewable Energy, WorleyParsons

Risks and opportunities presented by regulatory change under a new administration

• Understanding the current regulatory environment at the state and Federal level
• Case study: New initiatives to stimulate the solar sector in New Jersey
• How will the latest decisions on Investor Tax Credits and Production Tax Credits affect project viability? 
• The outlook and possible timescale for a Federal Renewable Portfolio Standard or Federal Cap and Trade System
• The current status of projects under application to the Bureau of Land Management (BLM)
• Opportunities and challenges presented by the BLM’s new Programmatic EIS

Jeanne Fox, President, New Jersey Board of Public Utilities
Ray Brady, Manager of Energy Policy, Bureau of Land Management
Jeff Peterson, Program Manager - Energy Resources, NYSERDA