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 PHOTON's 7th PV Investors Conference
NAVIGATING THROUGH THE TURMOIL OF LOW PROFITS AND A SCATTERED DEMAND ENVIRONMENT
Conference outline:
Solar companies have suffered severely over the last few months – with strongly decreasing profits, huge competition, and a rollercoaster ride in demand that first led to gigantic inventories and full warehouses but also to supply bottlenecks at the end of the year when demand suddenly went through the roof. With many traditional PV markets cutting financial incentives to levels that will make investments hardly profitable soon, many analysts anticipate a solid first half of the year – but what comes afterwards?
As every year, PHOTON’s PV Investors Conference will have major PV companies, investors and market analysts discuss supply, demand, costs and profits for the global solar sector.
Topics covered:
- Leading stock-listed PV producers business views.
- Project finance and equity markets.
- Demand in top markets and emerging markets – views of international integrators and project developers.
- Analysts’ demand, supply and price forecasts.
- Executive panel discussion.
Target group:
PHOTON's annual PV Investors Conference addresses executives, and sales and marketing experts from solar companies, as well as analysts and investors, and other industries looking into entering the solar business.
Andel's Hotel Berlin Landsberger Allee 106 10369 Berlin Germany
March 27, 2012
Registration: 8 am, start: 9 am, End: approx. 6 pm
Ticket: € 480 (€ 430 for PHOTON International and PHOTON Profi subscribers)
Discounts:
10% with ticket purchase before December 31, 2011
5% with ticket purchase before March 5, 2012
€ 100 when buying tickets for two or more PHOTON Europe conferences
PROGRAM
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TIME
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INVITED SPEAKER, ORGANIZATION
TOPIC
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9:00 -
9:10
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CONFERENCE OPENING
Chairpersons:
Michael Schmela, PHOTON International, Germany
Götz Fischbeck, GF Consulting, Germany
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9:10 -
9:30
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Opening Talk
Martin Meyers, PHOTON Consulting, USA
"Challenges for the global PV industry"
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9:30 -
10:45
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TOP GLOBAL PV PRODUCERS – EXECUTIVES' VIEWS ON SUPPLY, DEMAND AND PRICES
Rory Macpherson, Suntech, China
Alden Lee, JA Solar, China
Averaldo Farri, Power-One, Italy
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10:45 -
11:15
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Coffee Break
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11:15 -
12:30
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TOP GLOBAL PV MANUFACTURING EQUIPMENT PRODUCERS – EXECUTIVES' VIEWS ON SECTOR GROWTH AND COST REDUCTION
Peter Fath, Centrotherm, Germany
Dieter Manz, Manz, Germany
Zhixin Li, JYT, China
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12:30 -
13:30
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Lunch
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13:30 -
16:00
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BIG MARKETS IN H2/2012 AND BEYOND
Gaëtan Masson, European Photovoltaic Industry Association (EPIA), Belgium
"PV in Europe"
Jörg Mayer, Bundesverband Solarwirtschaft (BSW), Germany
"Germany"
Averaldo Farri, Gruppo Imprese Fotovoltaiche Italiane (GIFI), Italy
"Italy: Transitioning to grid parity – situation and uncertainties"
Bob Gibson, Solar Electric Power Association (SEPA), USA
"USA"
Izumi Kaizuka, RTS, Japan
"Japan"
Anjan Turlapati, Microsol, India
"India"
Dinghuan Shi, Chinese Renewable Energy Society (CRES), China
"China"
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16:00 -
16:30
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Coffee Break
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16:30 -
18:00
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INVESTORS & INVESTMENTS
Session co-chairperson:
Ben Lynch, Cleantech Capital Advisors, UK
Helmut Vorndran, Ventizz, Germany
"Why investments in solar are still attractive"
Tim Kallas, Capital Stage, Germany
"Investing in large solar parks – the IPP perspective"
Christian Scharrer, Munich RE, Germany
"Insuring PV businesses"
Rainer Tölle, BTV Energy Consulting, Liechtenstein
"Consolidation and M&A – threat or chance?"
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18:00 -
18:30
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SELL-SIDE ANALYSTS' PANEL
Jesse Pichel, Jefferies, USA
Ben Lynch, Cleantech Capital Advisors, UK
Götz Fischbeck, GF Consulting, Germany
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Conference program - download here
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