Continental Breakfast & Check-In
GTM Research Presentation: Future of Mexican Solar

This presentation will examine GTM's forecasts for Mexico over the next few years, diving into the risks and opportunities in the market, ranking the top solar companies, assessing the solar value chain, and identifying a few key trends that will shape the market in coming years.

Mohit Anand, Senior Analyst, Solar, GTM Research

Keynote Panel: Mexico PV on the Global Stage

This panel will feature C-Level speakers from prominent global companies discussing Mexico’s PV market in a global context. Topics include:
• The importance of emerging markets in a diversified international strategy
• Market-entry and JV approaches for international players
• The fundamentals for solar development in the Mexican market and lessons learned

Ron Klein, Vice President of Structured Finance & Strategy, SolarCity
Hector Olea, President & CEO, Gauss Energia, ASOLMEX
Howard Wenger, President, Business Units, SunPower

Moderator: Shayle Kann, Senior Vice President, Research & Strategy, Energy Impact Partners

Networking Break

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Getting Utility-Scale Projects Done in 2016 and Beyond

This panel will feature high-level representatives from developers and IPPs in Mexico with a successful track record in large-scale solar project development. Topics include:
• Strategies developers can pursue to lock-in projects under the new energy reform regulations
• The impact of clean certificates, siting, and transmission fees on project development
• The role of CFE and CENACE as a buyer and operator in the market
• Factors influencing energy prices in coming years and resource competition

Edgar Arvizu, Vice President, Business Development, Sonnedix
Oscar Bernal, CEO, EOSOL
Christopher Lee, VP of Project Finance, Buenavista Renewables
Donaji Martinez, Business Development Manager, Acciona Energy Mexico

Moderator: Mohit Anand, Senior Analyst, Solar, GTM Research

Financiers Perspective: Large-Scale Solar Development in Mexico

This panel will feature several leading financiers views on structuring bankable, large-scale solar projects in Mexico. Topics include:
• How to attract international investment and finding cost-competitive capital for large-scale infrastructure investments
• The role of development versus commercial banks, and what strategies can bring domestic banks to the table
• How to structure projects to mitigate different risks, including counterparty and foreign exchange volatility
• The impact of YieldCo’s and other investment vehicles in the market

Marian Aguirre Nienau, Head of Power Projects, Bancomext
Carlos Isorna, Vice President, Macquarie Mexican Infrastructure Fund (“MMIF”)
Esaúl Ramírez, Analysis and Structuring Officer, North American Development Bank

Moderator: Stephen Lacey, Editor-in-Chief, Greentech Media

Lunch

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GTM Research Presentation: Lessons From the U.S. DG Market

This presentation will provide an assessment of the growth of distributed generation in the U.S., illustrating lessons learned and factors that will influence the emerging DG market in Mexico.

Shayle Kann, Senior Vice President, Research & Strategy, Energy Impact Partners

Bundling and Risk: Scaling Large Commercial and Industrial Solar

This panel will offer perspectives from leading companies in the commercial and industrial space. Creative strategies towards C&I promise to unlock massive amounts of solar deployment in coming years. Topics include:
• The viability of grandfathered self-supply permits
• How to create a good off-taker portfolio with industrial vs. commercial clients
• The new bilateral market under Energy Reform

Karin Berardo, Executive Vice President, Emerging Markets, M+W Group
Hector Garcia, Branch Manager, Mexico, Martifer Solar
Alejo Lopez, Senior Director of Business Development & Sales, Latin America & Mexico, NEXTracker
Alvaro del Rio Garcia, Head of Gestamp Solar México, Gestamp Solar

Moderator: Nico Johnson, Managing Director, SunCast Media

Networking Break

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Bringing Financing into Distributed Generation

As residential and commercial markets for distributed generation continue to grow, several Mexican companies are exploring financing options to bring capital into the market. Topics include:
• The barriers to deploying capital in the residential and commercial market and how can they be overcome
• The lessons learned from this early stage growth in Mexico, and what strategies could reduce the cost-of-capital in DG financing today
• What is next for the Mexican market in coming years

Stefan Blum, Managing Director, DEG
Robert Powell, Founder & CEO, Envolta
José Zambrano, President & CEO, Galt Energy

Moderator: MJ Shiao, Director of Community Solar, Arcadia Power

The Complex Outlook for Non-Residential Distributed Generation

Developing projects for municipal, commercial, and agricultural off-takers holds huge promise for Mexico. This panel will feature leading companies with innovative strategies towards tackling this tough market segment. Topics include:
• Structuring projects to accommodate counterparty risk with municipal clients
• The future of FIRCO and can projects be developed in the agricultural market without incentives
• Strategies for signing long-term PPAs with commercial clients today

David Arelle, President, Ilioss
Santiago Valdez, Co-Founder & CFO, Galt Energy

Moderator: Mohit Anand, Senior Analyst, Solar, GTM Research

Networking Reception

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