27.11.2024
2^nd BVES Investor Summit Europe 2024

MONEY MAKER
ENERGY STORAGE SYSTEMS

INVESTMENT OPPORTUNITIES – BEST PRACTICES – TRENDS 

AGENDA

9:00
MORNING COFFEE

10:00

WELCOME REMARKS BY BVES AND THE MODERATORS
Urban Windelen – BVES e.V.
Sebastian Scholz – Munich Re, Green Tech Solutions
Vanessa Hensel – Decarbonization Investment Acceleration Services (DIAS)

SESSION I: OVERVIEW & FUNDAMENTALS –
NEW ENERGY MARKETS AS GIANT INVESTMENT OPPORTUNITY

BACK TO REALITY: ELECTRIFICATION FIRST – THE DECISIVE ROLE OF SECTOR COUPLING AND STORAGE SYSTEMS 
Andreas Hauer – Centre of Applied Energy Sciences (ZAE)

INVESTMENT CHALLENGES OF TRANSFORMATIONAL INFRASTRUCTURE 
Manuela Heise – ILB and Head of BVES Finance Committee

FLEXIBILITY ENABLER ENERGY STORAGE SYSTEMS: PROSPECTS AND CHALLENGES FROM AN INVESTOR´S POINT OF VIEW 
Maria Leis – Breakthrough Energy
Casimir Lorenz – Aurora Energy Research

SESSION II: BOOM MARKET BATTERY STORAGE

BES(S)T IN PRACTICE: INVESTING, DEVELOPING, OPERATING & MARKETING
A PORTFOLIO OF > 1 GW WITH STAND-ALONE, CO-LOCATED, AGGREGATED BATTERIES 
Harald Ott – VERBUND AG

BIG BATTERIES AS AN ILLIQUID ALTERNATIVE INFRASTRUCTURE ASSET:
THE LEGAL PERSPECTIVE FOR INTERNATIONAL INVESTORS
Christian Bauer, Britta Wißmann – Watson Farley & Williams LLP

DE-RISKING THE HIGH VOLTAGE GRID ACCESS FOR BESS AND DATA CENTERS BY EARLY CONTRACTOR INVOLVEMENT 
Ralf Bucher – H&MV GmbH

AI-POWERED OPTIMISATION FOR BESS: NAVIGATING MULTI-MARKET OPPORTUNITIES  
Steffen Schülzchen – Entrix GmbH

DIFFERENT COUNTRIES, DIVERSE MARKET DESIGNS: BESS CAN HANDLE IT! 
Lars Stephan – Fluence

EXPLORING RISK AND UPSIDE IN PRICING MODELS: MERCHANT, CFD, FLOOR & TOLLING AGREEMENTS 
Lennard Wilkening – Suena GmbH

DISCUSSION AND Q&A

LUNCH & NETWORKING

SESSION III: DESIGNING NEW INVESTMENT STRUCTURES TO BRIDGE THE GAP TO FINANCE & SCALE ASSET-INTENSE INVESTMENTS

HOW TO SCALE BUILDING & OPERATING MULTI-GW-PORTFOLIOS OF BESS - ENABLING LARGER DEPLOYMENT OF RES
Murad Can – Low Carbon GmbH

BEST PRACTICE VERKOR: INNOVATION IS REQUIRED NOT ONLY IN TECHNOLOGY, BUT ALSO IN FINANCE & INVESTMENT STRUCTURES TO RELEASE THE LARGE ASSET POOLS OF TRADITIONAL INVESTORS
Bo Normark – EIT InnoEnergy

BEST PRACTICE SKELETON: EMBEDDING SUPERCAPACITORS INTO THE ELECTRIFICATION LANDSCAPE – FROM STARTUP TO GIGAFACTORY
Arnaud Castaignet – Skeleton Technologies GmbH 

BEST PRACTICE RONDO: FOAK-FINANCING TO DECARBONIZE INDUSTRIAL PROCESS HEAT
Mark Meldrum – RONDO GmbH & Co. KG

INVESTING ALONG THE VALUE CHAIN – DIFFERENT STAGES, SAME AIM
Harald Haas – MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH

DISCUSSION & Q&A: CAPITAL CONVERGENCE: HOW TRADITIONAL ASSET CLASSES, OFF-TAKERS, AND PROJECT FINANCERS JOIN FORCES TO CREATE DOUBLE-DIGIT RETURNS WHILE REDUCING TECHNOLOGY RISKS

Intro & Moderator: Susanne König – Kraftblock GmbH, Vice President BVES e.V.
Sebastian Scholz – Munich Re, Green Tech Solutions 
Tobias Lechtenfeld – Tech for Net Zero
Johannes Lohmann – Pollination Group
Thomas Antonioli -  TerraOne Climate Solutions GmbH 

COFFEE BREAK

SESSION IV: ENTERING INVESTMENTS INTO SECTOR COUPLING AND DIGITAL INFRASTRUCTURE – WHAT IS THE NEXT? 

ELECTRICITY: ENERGY AS A SERVICE – SCALING COMMERCIAL / INDUSTRIAL / MULTI-BUILDING STORAGE SYSTEMS BY MAKING THEM INVESTABLE
Pedro Westermann – Eku Energy

HEAT: DISTRICT HEATING – OPTIMIZING RETURN PROFILES VIA SYSTEM INTEGRATION 

Matthias Ohl – iqony Fernwärme GmbH
Adriana Rodriguez Cobas – Asper Investment Management

MOBILITY: ULTRA-FAST, SYSTEM COMPATIBLE, AND SMART – CHARGING INFRASTRUCTURE AS A MULTI-ENERGY MARKET TOOL
Thomas Speidel – ads-tec Energy GmbH
Johannes Nussbickel – Jolt Energy GmbH 

DISCUSSION AND Q&A: HOW TO SCALE RENEWABLE INFRASTRUCTURE INVESTMENTS WITHIN ELECTRIFICATION & SECTOR COUPLING

KEY TAKEWAYS OF CONFERENCE

17:15
BREAK AND OPENING OF EVENT WITH STORAGE INDUSTRY & BVES MEMBERS

17:45 
EVENING RECEPTION: UNLEASH THE POTENTIAL OF NEW ENERGY MARKETS AS GIANT INVESTMENT OPPORTUNITY

INVESTORS THINK ALIKE! HOW TO MOBILIZE CAPITAL FROM INVESTORS AND WHY STRUCTURING YOUR INVESTMENT TOWARDS INVESTOR EXPECTATIONS IS KEY
Joseph Engelhart – Allianz Investment Management SE

DISCUSSION: MONEY MAKES THE ENERGY TRANSITION GO ROUND – LET`S MARRY NEED & SUPPLY OF MONEY FOR MUTUAL BENEFIT

Joseph Engelhart – Allianz Investment Management SE
Janis Hoberg – Luxcara
Thomas Speidel – ads-tec Energy GmbH, BVES President
Walter Raizner – GESI Green Energy Storage Initiative SE
Christian Bauer – Watson Farley & Williams LLP 

19:00 
NETWORKING

22:00
END OF THE SUMMIT

Speakers