Investing in the Energy Transition 2026
1 - 2 October, 2026
Milan
The Westin Palace Milan
Summit
Partners
Sponsors
Knowledge Partner
30 September, 18:00
Ice-Breaker Drinks
hosted by
. By invitation only.
. By invitation only.
1 October
09:00 - 09:05 Welcome Remarks
Speakers:
- Pierpaolo Mastromarini - Bird & Bird | Partner - Moderator
09:05 - 09:30 Keynote
Speakers:
- Luigi Michi - Key to Energy | Senior Advisor
09:30 - 10:10 Financing Italian Energy Assets
Italy’s energy investment landscape is shifting as market rules, grid
conditions and demand patterns evolve.
- Are lenders and investors becoming more selective, and what risks are being re-priced most sharply?
- Which contract and policy features are proving most effective at ensuring predictability and accelerating capital deployment?
Speakers:
- Pierpaolo Mastromarini - Bird & Bird | Partner - Moderator
- Marco Vilardo - Mirai Power | Finance Director
- Niels Jakeman - NORD/LB | Head of Energy Origination Europe
- Alessandro Campo - Foresight Group | Director, Asset Management
- Severin Hiller - Qualitas Energy | Partner and Co-Head of Credit
- Peter Allcock - SMBC | Director, Sector Lead - Energy Transition
10:10 - 10:30 - Presentation: SPARK Model - National Single Electricity Price Scenarios to 2030
Speakers:
- Prof. Federico Pontoni - Fondazione Eni Enrico Mattei | Program Director
10:30 - 11:10 MACSE & Beyond: Financing Storage and Long-Duration Capacity in Italy
Storage is moving to a core system need, but financing still hinges on how diversified the revenue stack can be.
- What mix of contracted revenues and market earnings is now credible enough?
- What needs to change for longer-duration solutions to compete on bankability, not just on system value?
Speakers:
- Cristina Martorana - Legance | Partner - Moderator
- Pedro Capote Martin - NORD/LB | Senior Director
- Paola Agrati - ContourGlobal | CEO Italy
- Alessandro Fossi - DNV | Senior Consultant Energy Systems
- Timothée Lauvergne - Modo Energy | Market Analyst, France & Italy
- Tiziano Caizzi - BW ESS | Investment Manager
11:10 - 11:50 Networking Break
11:50 - 12:40 Powering Italy’s Data Centres: Grid Access, Contracting and Capital Requirements
Rising data-centre demand is becoming a major driver of power infrastructure investment, bringing grid access and delivery timelines to the forefront.
- How are developers and financiers allocating connection and timing risk given grid upgrade uncertainty?
- What procurement and contracting approaches best align high-load customers with new generation investment?
Speakers:
- Monica Colombera - Legance | Senior Partner - Moderator
- Mickaël Abtan - Telis Energy | Director
- Danilo Serioli - Echelon Data Centres | Development Delivery Director
- Virginia Canazza - Key to Energy | Partner
- Andrea Monferini - DNV | Senior Principal Consultant
- Alessandro Bracaletti - CDP | Head of Project Guarantees
12:40 - 14:00 Networking Lunch
14:00 - 14:25 Fireside Chat - Energy Storage at Scale: Growth, Partnerships and Execution
Speakers:
- Matteo Ciminelli - CMS | Partner - Moderator
- Tiziano Caizzi - BW ESS | Investment Manager
14:25 - 15:10 PPAs and Offtake Structures in Italy: Managing Bankability in a Fragmented Grid
As power markets evolve, offtake agreements are increasingly expected to accommodate greater variability in pricing, volumes and asset performance.
- How should commercial and operational risks be shared between asset owners, buyers and lenders to sustain long-term bankability?
- Which offtake structures most effectively balance financing needs with acceptable risk and return profiles for sponsors?
Speakers:
- Silvia Concettini - Aurora Energy Research | Project Leader - Moderator
- Stefano Cavriani - EGO Energy | Founder & Director
- Simon Kornek - Statkraft | Vice President South European Origination
- Stefan Vatchev - CIBC | Head of Renewables, Energy Transition & Natural Resources
- Francesco Dolzani - Galileo | Managing Director for Italy
- Arthur Baltay - Modo Energy | Market Analyst
15:10 - 15:40 Networking Break
15:40 - 16:10 Capital Allocation in Southern European Renewables: Italy, Iberia and the Eastern Med
Southern Europe offers scale and strong resources, but capital is increasingly disciplined on execution risk, grid readiness and revenue visibility.
- What factors are now driving relative attractiveness across these markets?
- What near-term policy or infrastructure signals would most credibly pull incremental capital into the region?
Speakers:
- Daniel Garcia - Glas | Country Head, Spain - Moderator
- Raul Santos - Green Giraffe | Head of Southern Europe
- Sergio Leali - Green | CEO and Founder
- Gianandrea Massola - Augusta & Co | Associate Director
- Carlos Merida - Enfinity Global | Director of Project Finance Europe
- Miguel del Río Florentino - Nexwell Power | Head of Structured Finance
16:10 -16:55 Biomethane and Advanced Biofuels in Italy: the Role of Institutional Capital
Low-carbon molecules can offer infrastructure-style investment characteristics, but only where feedstock, permitting and offtake risks are credibly managed.
- What commercial structures and risk mitigants are needed for large pools of long-term capital to participate at scale?
- Where are the biggest bottlenecks and how can capital help remove them?
Speakers:
- Maria Teresa Solaro - Fivers | Partner - Moderator
- Claudia Pala - ING | Director
- Raffaele Romano - Ludoil Energy | CFO
- Nicolò Balice - Suma Capital | Investment Director
- Valentina Mercati - Five-E Responsible Investment | CEO, Italy
- Kalyani Panse - CIBC | Executive Director, Energy Transition & Natural Resources
16:55 - 17:00 Closing Remarks
17:00 - 18:00 Networking Drinks
2 October
09:00 - 09:40 - Networking Breakfast
09:40 - 09:45 - Welcome Remarks
Speakers:
- Daniel Atzori - inspiratia | Head of Intelligence
09:45 - 10:10 - Presentation slot
Pricing the upside: How forward-looking climate data adjusts yield, TotEx and diversification assumptions in deal valuations
Speakers:
- Dr. Joaquin V. Ferrer - Repath | Principal Scientist
10:10 - 11:10 - M&A and Consolidation in Italian Renewables and Storage
As the market matures, capital is increasingly deployed through acquisitions as well as development, with buyers and sellers pricing regulatory, grid and revenue uncertainty into deal terms.
- Where is capital finding the most attractive entry point, and how does pricing differ across development-stage assets, ready-to-build portfolios and operating platforms?
- How is the buyer base evolving across domestic utilities, infrastructure funds and international investors?
Speakers:
- Ioana Bozan - LBBW | Executive Director, Origination Infrastructure, Energy & Project Finance - Moderator
- Miguel Galatas Perez-Juez - nTeaser | Co-founder
- Giovanni Pinelli - Green Arrow Capital | Managing Director - Clean Energy & Infrastructure
- Rocco Rosario Mauro - Ze Energy | Head of M&A and Business Development Italy
- Antonio Michelon - AFRY Management Consulting | Country Head Italy
- Paolo Nicora - DNV | Market Manager, Energy Systems
- Daniel Csonth - Veridue AI | Founder and CEO
11:10 - 11:55 - Italy's Energy Transition 2.0: What Comes Next?
With the revenue frameworks for renewables, storage and capacity all in place and tested at auction, the question shifts from scheme design to whether Italy can build at the pace electrification and data centre demand now implies.
- Which segments will absorb the most capital over the next 3-5 years?
- What has to change in grid delivery, scheme design or market structure for Italy's pipeline to convert into built capacity?
- How does Italy compare with the other European markets competing for the same capital?
Speakers:
- Cristiano Spillati - Limes Renewable Energy | Managing Director - Moderator
- Kari Tikkanen - Aukera Energy | Head of Revenue
- Luca Matrone - Intesa Sanpaolo | Managing Director, Head of Industry Energy, IMI CIB Division
- Francesca Feller - Arup | Energy Business Leader
- Giovanni Paolo Di Giovanni - JLL | Senior Director, Italy Country Head - Energy & Infrastructure Advisory
- Raffaele Casciano - BNP Paribas | Director - Energy & Infrastructure
11:55 - 12:00 - Closing Remarks
Speakers:
- Daniel Atzori - inspiratia | Head of Intelligence