Market Inflection Drivers for Electricity: Tracking the Trends
Part 2 in this four-part series which explores the physical, investment, pricing and customer effects of a market undergoing massive change.
Trends: Who, what, why and where are trends in the industry happening? What are the predictions for the trends? What does past history suggest?
Capital Markets — Are we approaching, or are we at, an inflection point?
8:45 – 9:00am Welcome Coffee/Tea
9:00 – 9:30am Current Approach to Overseeing Adequate Access to Capital for Wisconsin Utilities — Enrique Bacalao, Economist Advanced, Public Service Commission of Wisconsin
9:30 – 9:45am Discussion — Is the Current Process Ready for Coping with New Market Requirements? Facilitated by Cara Lee Mahany Braithwait, Director, WPUI
9:45 – 10:30am Trends and Inflection Points Facing Utility Companies in the Equity Markets: Investor-Base Changes, Risk Reallocation, Portfolio Transitions — David E. Parker, Principal Energy Consultant, DnL Insights, LLC
10:30 – 10:45am Discussion — Are Current Management and Regulatory Practices in Investor Relations Adequate in the Face of Expected Changes Among Existing and Potential Equity Investors? Facilitated by Cara Lee Mahany Braithwait
10:45 – 11:00am Break
11:00 – 11:30am Trends, Inflection Points and Challenges Facing Utility Companies in the Credit Markets — Laura Schumacher, Vice President – Senior Credit Officer and Global Project & Infrastructure Finance, Moody’s
11:30 – 12:00pm Senior Management’s Role in Addressing Changes and Challenges, and Credibly Explaining the Company’s Approach and Track Record in Addressing Them to Existing and Potential Investors – Scott Lauber, Chief Financial Officer, WEC Energy Group
12:00 – 12:15PM Discussion — Are Current Management and Regulatory Practices in Investor Relations Adequate in the Face of Expected Changes Among Existing and Potential Fixed-Income Investors? Facilitated by Jordan Hemaidan, Attorney, Michael Best & Friedrich
12:15 – 12:45pm Lunch
12:45 – 1:15pm Are You Risk Savvy? Common Misconceptions About Risk and How That Can Hurt You – Steve Kihm, Principal & Chief Economist, Seventhwave
1:45 – 2:00pm Discussion — Drivers of the Utility Sector – Facilitated by Jordan Hemaidan
2:00 – 3:00pm Discussion — What Are the Implications of These Anticipated Changes and Challenges for Future Public Utility Investments and Rates? Perspectives from Large Investors, Regulators, Distributed Resource Providers, and Traditional Utilities – Open Discussion led by Ed Marion, Attorney, formerly with Public Service Commission of Wisconsin. Participants include Scott Lauber; David Parker; Enrique Bacalao; John Clancy, Attorney, Godfrey & Kahn
3:00pm Program Concludes
Your registration fee includes materials, meals/breaks and access to materials on our website post-program.
Our Keynote Speaker
Keynote: Dave Parker
Senior Utility Analyst at Robert W. Baird