• Getting the policy & regulatory conditions right for major investment
• The need for institutional investors in Clean and Green technology for a sustainable future
• Addressing climate change through investment in clean technology
• Creating confidence in long term investments through dependable incentives

• Climate change threatens the financial performance of companies and the economy as a whole
• Businesses are taking note of financial risks & opportunities of global warming
• Reducing our carbon footprint & emissions trading
  

•         Interest in clean technology is stimulated at global, national, state and local levels and has the potential to be a huge stimulant to the economy.  How can confidence be created in investments?
• Capitalizing on the growing market opportunity, including the shift to alternative energy, the natural resource demand surge caused in Asia and the tightening of the world’s oil resources
• The benefits of having green commodities in the mix and the US dollar devaluation and its consequences on inflation and asset demand
  

• Key drivers for investment in renewables
• Trends in investment climate
• Valuation approaches
• Opportunities and limitations of green fund screening; Positive and negative screens to ensure that funds are directed at environmentally responsible companies
  

•     Capitalizing on a global demand for climate and environment friendly technologies, institutional investors have invested over $17 billion globally in clean tech.  What makes cleantech such an attractive asset category?
• Conducting due diligence on new investment opportunities

• Assessing the impetus for innovation and growth
• Natural resources as a valuable commodity
• Analyzing advances and advantages of the sub-sectors: clean technology, clean energy and clean fuels
  

• Show me the money! The hottest new technologies poised for growth
• Savvy investors are realizing the benefits of capitalizing on solutions that reduce waste, pollution and use of resources, while competing on price and performance.  But why clean tech?  Why now?
• Risk mitigation strategies in venture capital projects
• What are venture capitalists really looking for?  What is/isn’t fundable?
• The complexities of raising capital in the clean tech sector

• Cleantech is an underserved investment opportunity, but is clearly gainin momentum. Where does your company fit in?
• Targeting the largest markets in the world an increasing global demand
• The time is right - key strategies to delivering maximum returns on investments
  

•     An overview of energy efficiency (EE) market characteristics and the investment project pipeline
• Mobilizing capital markets with energy efficiency financing
• Addressing the big question - how do you make money at energy efficiency?

• What does it take to access project finance
• What are the hurdles for cleantech
• Alternatives to project finance for cleantech firms

•  A $250 million fund designed to address the global energy challenge and tap into an enormous potential market
• Allocating capital on a global basis while ensuring a wide geographical region and project diversity
• An innovative partnership between government, business and finance
  

• Cleantech investing in Asia: capitalizing on the prime energy demand
• The current investment environment in Asia, including world wide perception, realities, policy and regulation
• Market demand: reviewing water, solar and other alternative energy investments
• Establishing an enabling framework for success: including regulation, incentives and market based instruments
  

• Fiduciary responsibilities in addressing climate risk
• Creating products that will thrive in the carbon-constrained global economy
• Overcoming uncertainty about greenhouse gas regulations
• Positioning your company to face future challenges

• The conservative end of the capital chain - raising capital via debt financing to fund development of business ventures
• Serving the cleantech community with inventive ideas and new services
  

The cleantech investor landscape is evolving rapidly; the number of institutions investing in clean energy companies each year has more than tripled since 2002; the average investment per company has risen fourfold and non-energy focused corporations (not just VCs and PE firms) are becoming increasingly active in the space. In short, investors are seeing long-term success and the competition to engage in profitable opportunities is intensifying.

The Clean Fuels Finance Forum will closely analyze the investor landscape, statistically highlight major opportunities and growth areas and provide hard data on expected returns in the many sub-sectors of cleantech.  This workshop will also evaluate emerging technologies and identify funding sources and is applicable to both technology developers and investors.

    
 Jill Fishbein is partner and co-chair of the Corporate Practice Group of Carr & Ferrell. Ms. Fishbein's practice focuses on corporate and securities work for both public and private companies, as well as venture capital firms and other financial institutions, with particular emphasis on the representation of growth technology and life science companies.
Ms. Fishbein has extensive experience with venture capital financings, mergers and acquisitions and domestic and international joint ventures. She also is one of the firm's attorneys focusing on the developing areas of clean technologies. Ms. Fishbein has represented numerous companies in the fields of Internet, e-commerce, software, multimedia and data communications.

Prior to joining Carr & Ferrell, Ms. Fishbein worked in New York as a commercial banker in the areas of leveraged buyouts and project financings. Additionally, having practiced corporate law at leading Silicon Valley firms and served as General Counsel and Senior Vice President of several publicly traded companies, Ms. Fishbein's corporate clients benefit from her extensive industry experience.

Peter  Holland is an associate in the Intellectual Property Group of Carr & Ferrell. Mr. Holland specializes in the preparation and prosecution of patent applications and strategic IP counseling. He has prepared applications covering mechanical, electronic, semiconductor, optical and software technologies. Mr. Holland has experience in several areas of science, engineering and technology development including laser physics, electro-optical systems, remote sensing laser radar (lidar) systems, thermal and visible imaging systems, real-time operating systems, and mechanical systems controlled by computers. In addition, Mr. Holland has extensive field test experience in test and evaluation of remote sensing systems. Mr. Holland also has extensive experience as a business, technology and investment analyst focusing on smaller companies.

Prior to joining Carr & Ferrell, Mr. Holland's professional background includes experience as a senior research engineer at an international R&D organization in Silicon Valley, as well as business experience as a general partner and investment manager of several investment partnerships focused on technology companies.

Winston Fu is a general partner at USVP.  Winston’s investments focus is on the application of technologies in areas such as renewable energy, environmentally sustainable products, and semiconductors (and areas related to semiconductors).  He also leads the development of USVP’s investment strategy in China.
 
Prior to joining USVP in 1997, Winston served in technical and marketing roles at Vixel Corporation (NASDAQ: VIXL), which was acquired by Emulex (ELX) in 2003.  As director of product marketing, he was responsible for developing new applications for the VCSEL device product line at Vixel.  Winston researched and developed technologies in the areas of semiconductors, lasers and superconductors at Stanford University, Sandia National Labs and MIT.

Winston holds a bachelor's degree in Physics from MIT, a Ph.D. in Applied Physics from Stanford University and an M.B.A. from the Kellogg School of Management, Northwestern University, where he was an Austin Scholar.  He is a former NCAA volleyball player and junior’s volleyball coach.  Winston is married and has two children.

Tim Walsh, Silicon Valley Bank – Senior Relationship Manger. Tim has sixteen years of experience in financial services and has been with Silicon Valley Bank since 1997.  At SVB, Tim is responsible for developing new relationships and structuring debt facilities for Technology and Clean Technology companies. Prior to SVB, Tim was a business development officer and managed a $200MM portfolio of asset-based credit facilities for NBD Bank in Detroit Michigan.  Tim has a BA from Indiana University. 

Colin McKay is a Vice President and member of the Alternative Energy Investment Banking practice at Piper Jaffray. His experience includes public equity offerings, private placements, PIPEs and merger advisory.
Prior to joining Piper Jaffray, McKay worked in the technology investment banking groups at C.E. Unterberg, Towbin and Robertson Stephens. He began his career in investment banking at Lehman Brothers in the leveraged finance group. McKay received a bachelor's degree from the University of Virginia and a Master of Business Administration degree from the Tuck School of Business at Dartmouth.

• What is clean tech?
• Activity to gauge how much our audience knows re: the subj at hand.

•     What breakthrough (clean) technologies are poised to change the world and/or are driving the industry forward? 
• What are the patent trends in energy?

•     Today's investment "power cycle" – who now holds the power in the investment chain, and the challenges facing investment in clean technologies
• What are the valuation models being used currently by clean-tech investors; 
•  Appealing to later-stage investors, as well as the various sources of financing and their respective implications; 
• Effective deal structuring and terms 
•  Activity: a case study revealing lessons learned over the course of various rounds of financing, and demonstrating how the deals were structured as well as when they moved from R&D and into the development and demonstration stages

•     A public policy overview - how is business innovation affecting clean tech policy? 
• The tax incentives - when environmental and economic benefits go hand in hand. 
•  Activity?