Opportunities for Investment in Renewable Energy

• Given new and pending energy legislation, incorporation of alternative energy into your portfolio cannot be avoided. How will this new legislation affect your portfolio? 
• In what areas of clean energy do you see the most value and ROI? Wind, solar, nuclear, etc.? 
• What investment opportunities are presented by the increasing participation of big energy companies? 
• How are policy initiatives for the financing of renewable energy projects changing? Will these changes affect your investment strategy? How?

Current State of the Deal Environment

• How has the economy affected your energy investments? Have the sectors/technology you invest in changed over the past 12 months? 
• Discussion on the current state of debt and equity financing of energy projects? Have you noticed a difference in the availability of financing for traditional energy projects (oil & gas, LNG, etc.) vs. alternative energy projects (solar, wind, nuclear, etc.)? 
• How do you evaluate the value and risk of your investment? Energy investments have variables that are specific to the industry. What are those variables? How do they affect your calculation of risk?

Leadership Speaks- Perspectives from the Operators 

• State of the overall energy industry- new developments, areas of interest and areas of investment 
• What organizational changes will you need to implement to prepare for new developments? 
• What types of new financing and investment will be necessary to fund these changes? 
• Predictions on the future of the energy industry in the US

Investment in Energy Abroad

• As developing countries mature, they will require extensive energy development and investment. Thoughts on energy investment abroad?
• Best practices for investing in energy internationally- what you need to know before putting time and money into international investments
• Risk v. value of investing in energy internationally? What types of investments have the most risk? What do you think have the least? What types do you predict to have the most ROI?

Mergers and Acquisitions in the Energy Industry

• What are the potential consequences of increased market consolidation by M&A?
• What affect will fluctuating energy costs have on the M&A environment in the energy industry? 
• How can investors make the most of industry consolidation? 
• How can M&A help to integrate alternative energy options into the larger energy company’s portfolios?  

Last updated 2/15/2010