Assessing the benefits for Australian Infrastructure Investors post COVID-19
For institutional investors only. > Register here
Join Tim Short, Managing Director, Clean Energy Infrastructure, Capital Dynamics live from New York where he will provide insights and answer live Q&A on the following topics:
- How COVID-19 has impacted renewable energy markets both in the US and more broadly.
- Insights into actual asset performance through COVID-19, including specific project examples.
- Assessing the diversification benefits to Australian infrastructure investors – what assets will provide diversification from GDP-linked infrastructure portfolios.
- Global trends in renewables and opportunities in clean energy infrastructure, with a focus on energy storage.
- Common misconceptions when assessing the asset class – returns/contracted, returns/basis risk/regions within the asset class.
- In-house vs outsourced expertise across the renewable energy value creation chain from development, power marketing, construction, financing and operations. Where is the real value added in-house, what services to keep with third parties, and why?
- Assessing the contrast between Australia and the US/Europe – addressing top concerns we hear from Australian investors (MLFs, policy/subsidy/EPC).
- Deals and markets to avoid, and why? Honing in on the key risks when assessing renewable energy infrastructure investments (Texas/ERCOT transaction examples).
Date: Wednesday, 3 June 2020
Time: 12:30 to 1:30 pm (Sydney/Melbourne time)
Speaker: Tim Short, Managing Director, Clean Energy Infrastructure, Capital Dynamics
Format: Online with Q&A
>Register by clicking here
About the speaker
Tim Short | Managing Director, Clean Energy Infrastructure, US
As Managing Director on the Clean Energy Infrastructure (“CEI”) team in New York, Tim sits on the CEI Investment Committee as well as boards of selected portfolio companies and assets. He is responsible for investment strategy, origination, execution and management. In 2018, Tim led the USD 1.7bn privatisation of 8point3 Energy Partners, a transaction which was awarded the S&P Global Platts Financial Energy Deal of the year, among other accolades.
Tim has over 16 years of energy, power and renewables-related experience, with prior experience in solar (photovoltaic) engineering; power and infrastructure investment banking; and also served as a climate change advisor to former Australian Prime Minister and then Environment Minister, Malcolm Turnbull. He has been with Capital Dynamics Clean Energy Infrastructure for 10 years, since the founding of the platform in 2010.