2026 Energy Frontier Summit

1:00 PM – 5:00 PM

Hotel Check-In & Badge Pick-Up

6:00 PM – 9:00 PM

Welcome Reception

8:00 AM – 8:45 AM

Breakfast & Networking

8:45 AM – 8:50 AM

Welcome Remarks

8:50 AM – 9:35 AM

Market Framing – What the Data Says vs. What the Market Believes

• Energy prices, PPA trends, and technology build-out forecasts
• Shifts in buyer underwriting standards
• Clearing IC: why some assets transact while others stall
• Implications for valuation, structure, and timing

Participants: Michael Tatarsky, Managing Director, CG/CRC-IB; Olivier Beaufils, Head of US Central, Aurora Energy Research; Julia Hoos, Head of US East, Aurora Energy Research

9:35 AM – 10:25 AM

Project Finance in Practice – Scaling Assets & Optimizing Capital

• Development capital and construction warehouses as aggregation tools
• Preferred capital: bridging growth without over-dilution
• Tradeoffs between tax equity and hybrid structures
• Securitizations and programmatic financings: viability and prerequisites
• The progression from non-dilutive capital to equity monetization

Participants: Gary Durden, Managing Director & Co-Head Energy Transformation Group, CG/CRC-IB; Jessica Harger, Managing Director, Transaction Solutions, Aon; Thania Burningham, Director, Project Finance, AES Clean Energy; Peter Koczanski, Director, DESRI

10:25 AM – 10:40 AM

Networking Break

10:40 AM – 10:55 AM

Fireside Chat – Public Markets Perspective – Valuation, Positioning, & Capital Flows

Participants: George Gianarikas, Managing Director, Equity Research, Canaccord Genuity; John Quealy, Managing Director, US ECM, Canaccord Genuity

10:55 AM – 11:35 AM

Capital, Exits & Valuation in a Shifting Market – Private, Public or Somewhere in Between?

• Liquidity, valuation, and optionality: sponsor and investor perspectives
• Platform valuation dynamics across private and public markets
• IPO readiness vs. long-term private ownership
• Underwriting exit optionality at entry
• Capital deployment discipline amid narrowing opportunities

Participants: Micah Kaplan, Director, CG/CRC-IB; Susan Nickey, Chief Client Officer, HASI; John Quealy, Managing Director, US ECM, Canaccord Genuity; Cindy Tindell, Managing Director, Matrix Renewables; George Watts, Managing Director, H.I.G. Capital

11:35 AM – 12:25 PM

Inside Today’s M&A Execution Reality

• What gets deals over the line
• Transaction friction: valuation, risk allocation, diligence, and financing
• Structural tools to bridge valuation gaps
• Recalibrating platform valuation

Participants: Britta von Oesen, Managing Director & Co-Head Energy Transformation Group, CG/CRC-IB; Kristin Seeger, Partner, Orrick; Dan Coyne, Co-Head of U.S. Investment Banking & Global Head of Sustainability Investment Banking, Canaccord Genuity; Nic Deluca, Head of Mergers & Acquisitions, Deriva Energy; Rado Petkov, Chief Financial Officer, Recurrent Energy

12:30 PM – 1:30 PM

Lunch

1:45 PM – 4:45 PM

Leisure Activities & Networking

7:00 PM – 10:00 PM

Summit Dinner

8:00 AM – 8:45 AM

Breakfast & Networking

8:45 AM – 9:30 AM

Data Centers & Power Demand – The New Growth Frontier

• Separating hype from investable reality in AI-driven load growth
• Developer opportunities on both the generation and load sides of the market
• How demand forecasts are shaping capital allocation, partnerships, and risk sharing
• Infrastructure constraints, interconnection dynamics, and pricing risk
• Converting powered land into bankable data center offtake
• Emerging opportunity pathways beyond hyperscale buildouts

Participants: Ronak Maheshwari, Director, CG/CRC-IB; Chris Billinger, Director, Black & Veatch; Kathryn Lin, Senior Director, Quinbrook; Mike Luo, Vice President, Concord New Energy Group

9:30 AM – 10:15 AM

Canadian Infrastructure & Cross-Border Capital

• Power and infrastructure opportunities across North America
• Canadian vs. U.S. capital deployment: how opportunity sets, financing structures, and market dynamics differ
• Investment, development, and execution considerations for U.S. market participants in Canada
• Regulatory drivers, infrastructure priorities, and Indigenous partnership considerations

Participants: Thierry Nguyen, Managing Director, Head of Investment Banking – Quebec, Canaccord Genuity; Colin Schmidt, Partner – Head of Infrastructure, Energy & Renewables Financial Advisory, Leo Berwick; Michael Fedchyshyn, CEO, Building Ontario Fund; Pierre-Olivier Perras, Managing Partner, Energy Infrastructure, Power Sustainable

10:15 AM – 10:30 AM

Networking Break

10:30 AM – 11:15 AM

Closing Session – Executive Calibration: What Moves Capital Now

• What is still not being addressed in this market
• What matters most in capital decisions today
• What advisors are underestimating
• What would materially improve capital deployment

11:15 AM – 11:20 AM

Closing Remarks