Registration

Attendees will be responsible for travel (air/land) and lodging, but most other amenities will be hosted by sponsors. To promote the social and relaxed element of the conference, we encourage your guest to attend the hosted activities and meals.

For hotel accommodations, please contact Stein Eriksen Lodge at (866) 996-0034 and reference “Winterfest 2024.” The conference rate is $859.00, and guaranteed until January 8, 2024. Reservation requests made after the cut-off date will be confirmed on a space and rate available basis.

Attendees and their guest may choose one activity – ski or spa, for each person on Tuesday, February 13.


IRA Insights Agenda

Presented in:

Virtual
Join via Zoom
San Francisco
Wilson Sonsini
1 Market Street
Spear Tower, 19th Floor
New York City
Deloitte
30 Rockefeller Plaza
32nd Floor

Thursday, October 20

2:00 p.m. Welcome

Tim Woodward, Prelude Ventures
Bob O’Connor, Wilson Sonsini
2:10 – 2:30 p.m. International Energy Security & Geopolitics

Speaker: Gen. John Abizaid, Lazard Senior Advisor and former US Ambassador to Saudi Arabia, Advisor to Ukrainian Defense Ministry, and Commander of US Central Command
2:30 – 3:20 p.m. Federal Funding Accelerating Energy & Industrial Decarbonization: A Conversation and Q&A

Moderator: Todd Glass, Wilson Sonsini
Speakers: Jigar Shah, Department of Energy Loans Program Office
Brandon Hurlbut, Boundary Stone
3:20 – 3:40 p.m. Tax Credit Implications and Incredible Opportunities of the Inflation Reduction Act

Moderator: Nicole Gambino, Wilson Sonsini
Speaker: Bill Fisher, Deloitte

 

3:40 – 4:30 p.m. IRA: A Driver of Change

Moderators: Dan Baldi, Silicon Valley Bank
Gabriel Kra, Prelude Ventures
Speakers: Lisa Dyson, AirProtein
Mateo Jamarillo, Form Energy
Brent Lewis, Carbon America
Elena Savostianova, Ember Infrastructure
4:30 p.m. Closing Remarks

Tim Woodward, Prelude Ventures
Bob O’Connor, Wilson Sonsini


Sponsors

ADVI is a commercial strategy and business development consulting firm that thrives on solving complicated problems in an evolving healthcare system. We are a specialized team of operators, policymakers, and clinicians with extensive experience delivering pragmatic results-oriented approach. We deliver a comprehensive perspective by integrating business, policy, and science to find creative solutions through data, learned insight and compelling strategy to help make decisions across all segments of healthcare.  The firm represents a sophisticated client base of Fortune 500 life sciences and health care service companies as well as venture and private equity backed companies in diagnostics, digital health, health IT and health care services. The firm is at the forefront of health care delivery transformation, payment reform, public and private payer coverage, and healthcare merger and acquisition deal flow, within the US and abroad.
Alliant’s Life Science and Medical Products Specialty Group serves clients in every state and in many foreign countries because Alliant team members deliver cost-effective solutions that optimize overage and meet the specific needs of life science companies. Providing coverage audit, insurance/asset protection and risk management services to hundreds of life science manufacturers and distributors; Alliant clients include public and private companies with operations ranging from startups conducting clinical trials to extensive global manufacturing & distribution. Ranking among the 15 largest U.S. insurance brokerages; Alliant provides property & casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 20,000 specialized clients.
Experien Group – Located in California’s Bay Area and San Diego, Experien Group provides a full range of Regulatory, Quality and Clinical consulting services to medical device companies, customizing each engagement for maximum results and cost-effectiveness.  We work with start-ups, commercial companies and public corporations.  Our technology expertise includes medical devices, IVDs, combination products and mobile health devices.  Our clients benefit from our FDA relationships and our global network of professional contacts and business relationships.
Navigant recently acquired Dymedex Consulting, the recognized leader for medical market development. Navigant has built an international reputation as a preferred expert and trusted partner for Life Sciences companies seeking to mitigate their risks while achieving exceptional growth. Clients turn to our experts to address an ever changing and increasingly complex and heavily regulated global healthcare market, as they strive to deliver innovations that enhance patient care. We provide the answers that help healthcare companies focus limited resources to maximize their commercial potential.
Piper Jaffray is a leading investment bank and asset management firm serving clients in the U.S. and internationally. At Piper Jaffray, we help clients Realize the Power of Partnership®. Through a distinct combination of independent thinking, candid counsel, focused expertise and empowered employees, we deliver integrity, insight and impact to each and every relationship. Our proven advisory teams combine deep product and sector expertise with ready access to global capital. Founded in 1895, the firm is headquartered in Minneapolis with offices across the United States and in Hong Kong, Aberdeen and London.
Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, cleantech, venture capital, private equity, and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment, and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients’ success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 28 U.S. offices and international operations in China, India, Israel, and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, and SVB Private Bank.
SRS Acquiom offers the most comprehensive platform to help deal parties manage complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals. Our solutions include paying and escrow agent services, online pre-closing solicitation, representations and warranties insurance brokerage, professional shareholder representation, and for loan and credit transactions, administrative, collateral and sub-agent services. Since 2007, we have helped businesses, investors, lenders, and advisors complete transactions as efficiently and effectively as possible, so they can focus on building strong businesses, and maximizing value.
T3 Advisors is a revolutionary global real estate services and consulting firm that inspire leading organizations to think more strategically about real estate and the workplace. Our singular focus is to empower our clients to select the best possible locations around the world and develop high-performance workplaces that will drive maximum productivity and success. T3 Advisors’ services include real estate brokerage, project management, government advocacy, sustainability, real estate portfolio management and global location strategy.
At Westwood & Wilshire, we recognize that people are an organization’s top asset. We are passionate about delivering premier talent to the world’s most innovative companies. We are particularly focused on companies ranging from VC-backed start-ups to mid-sized commercial entities and our assignments range from C-Suite to mid-management. Based in Los Angeles, California with additional offices in Silicon Valley, we serve our clients on a local, national and global basis.
Founded and led by Chairman and CEO Jim Weiss, W2O Group is an independent network of complementary marketing, communications, research and development firms focused on integrated business solutions to drive change and growth through “pragmatic disruption” for the world’s leading brands and organizations. W2O Group’s network includes WCG, Twist, BrewLife and W2O Ventures with 11 offices in the United States and Europe.


Founders/Sponsors

Founders

Lazard, one of the world’s preeminent financial advisory and asset management firms, operates from 42 cities across 27 countries in North America, Europe, Asia, Australia, Central and South America. With origins dating to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services to corporations, partnerships, institutions, governments and individuals. For additional information, please visit www.lazard.com.

Prelude Ventures invests in highly innovative companies capitalizing on the significant market opportunities for advanced energy technologies focused on reducing the global economy’s carbon intensity. Founded in 2009 as an evergreen fund with a concentrated base of LPs, our fund has a high level of flexibility relative to the stage, size and structure of our investments. As a firm, we believe that successful investing in Cleantech requires backing exceptional management teams, establishing a long-term vision, taking informed risk, and having the necessary capital and patient time horizon to enable portfolio companies to develop on appropriate timelines. For additional information, please visit www.preludeventures.com.

Wilson Sonsini Goodrich & Rosati is uniquely positioned to help companies and their financial partners realize the vast promise of the energy and clean technology field, and is actively advancing the interests of hundreds of emerging companies, mature energy technology and project development enterprises, and major public corporations seeking to be tomorrow’s energy and resources leaders. The firm’s traditional leadership in the technology sector makes it exceptionally well suited to serve as a strategic advisor to visionary companies at all stages of development. WSGR attorneys provide counsel to clients across a broad range of industry sectors, including advanced energy generation (such as solar, wind, geothermal, biomass, waste-to-energy, natural gas, cleaner coal, and hydrokinetic); battery and other energy storage technologies; energy efficiency; transmission, distribution, and smart grid; green building; bio-based chemicals; and electric vehicle, biofuels, and other transportation technologies. They also represent many of the leading venture capital firms, private equity firms, and energy project investors critical to the development and commercialization of those technologies. Moreover, the firm’s highly specialized team of energy and clean technology experts possesses top-tier expertise in everything from patents to project finance, government affairs to tax structures.  For additional information, please visit www.wsgr.com.

Sponsors

Deloitte is the leader in serving cleantech companies. Our multidisciplinary experience working with clients in a broad range of industries – energy, utilities, technology, manufacturing, and biotechnology – arms our practitioners with the insight to provide solutions to complex issues that cleantech companies face. To support innovation and the growth of cleantech companies worldwide, we advise clients on a broad range of audit and enterprise risk, tax, consulting, enterprise sustainability, and financial advisory issues. For more information, visit www.deloitte.com/us/cleantech.

Silicon Valley Bank is the premier commercial bank for companies in the technology, cleantech, life science, venture capital/private equity and premium wine industries. Named the top financial services company for cleantech companies in 2009 by the San Francisco Business Times, SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. With a large concentration of cleantech clients, a deep understanding of the industry, its business models and inherent volatility, and as a cleantech advocate in Washington D.C., Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients’ success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 27 U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services.  More information on the company can be found at www.svb.com.

Bringing together decades of business and investment experience, co-founders Tom Steyer and Katie Hall established Galvanize as an investment firm focused solely on climate solutions. Led by a world-class team of climate, investment, technical, policy, and communications leaders, Galvanize is purpose-built to catalyze the private sector and generate unstoppable momentum. More information on Galvanize can be found at galvanizeclimatesolutions.com.


Agenda

– All meetings take place at Stein Eriksen Lodge Deer Valley –

Monday, February 12

4:30 – 6:00 p.m.

Registration
Stein Eriksen C

6:00 – 8:30 p.m.

Cocktail Reception & Welcome Dinner
Stein Eriksen A

8:30 – 10:00 p.m.  

Screening of The Grab
Stein Eriksen B

From the Center for Investigative Reporting Studios and director Gabriela Cowperthwaite, and what Roger Ebert describes as the “holy s&%t” documentary of the year, a film about an investigative journalist who uncovers the money, influence and alarming rationale behind covert efforts to control the most vital resource on the planet.

Moderator:
Bob O’Connor, Wilson Sonsini

Speakers:
Gabriella Archuleta, Director
Nate Halverson, The Center for Investigative Reporting
Amanda Pike, The Center for Investigative Reporting

Tuesday, February 13

7:00 a.m. 

Breakfast & Registration
Stein Ericksen A & C
Attendees and guests are welcome to enjoy breakfast at leisure.

7:30 a.m.

Conference Welcome
Bob O’Connor, Wilson Sonsini and Tim Woodward, Prelude Ventures
Stein Ericksen B

7:35 a.m. 

Building Capital Stacks for the Energy Transition

Moderators:
Samuel Scroggins, Lazard
Scott Zimmermann, Wilson Sonsini

Panelists:
Alfred Johnson, Crux Climate
Suleman Khan, Swell Energy
Dawn Lippert, Elemental Excelerator
Steve Porto, Ares Management

8:20 a.m. 

Strategic Briefing on Opportunities and Risks Regarding the Great Salt Late and the Global Decline of Saline Lakes – Ben Abbott, Grow the Flow

The Great Salt Lake is on the precipice of ecological collapse as a result of the West’s ongoing megadrought and unsustainable regional water policies.  We will have an opportunity to receive a strategic briefing from the leadership team of Grow the Flow, a leading advocacy group on the front lines of the fight to save the Great Salt Lake, and by extension, the “Greatest Snow on Earth”.

8:30 a.m. 

Company Presentation: Cyclic Materials – Ahmad Ghahreman

8:45 a.m. 

Company Presentation: Dioxcycle Sarah Lamaison

9:00 a.m. 

Fireside Chat: Is the Geopolitical Landscape Complex Enough Yet? Implications for Climate Markets and Opportunities – Siddharth Mohandas, Lazard and Brian Deese, CFS

9:45 a.m. 

AI vs. Climate Change: The Ultimate Showdown!

Join us for a captivating discussion as two AI visionaries team up to unravel the incredible potential of AI in tackling climate challenges. Be part of the excitement as they chart a collective path toward a sustainable future.

Moderators:
Amy Parker, Deloitte
Gabriel Kra, Prelude Ventures

Panelists:
Rick Perez, Deloitte
Juliet Rothenberg, Alphabet

10:30 a.m. 

Meeting Concludes
Hosted Activities begin: Ski or Spa

11:30 a.m. – 1:00 p.m. 

Drop-In Lunch: Mariposa Restaurant, Silver Lake Lodge

Lunch vouchers will be available for both skiers and non-skiers. If you are a non-skier and wish to attend, the venue is within walking distance of Stein Ericksen.

1:00 – 3:00 p.m.

Ski Race – Optional

6:00 p.m. 

Shuttles depart Stein Eriksen Lobby for dinner

6:30 p.m.  

Reception and Dinner – Pine Cone Ridge

9:30 p.m.

After-Dinner Drinks & Dancing – The Spur

Continuous shuttle service back to Stein Eriksen will be available.

12:00 a.m. 

Final Shuttle to Stein Eriksen

Wednesday, February 14

8:00 a.m. 

Breakfast & Registration
Stein Ericksen A & C

Attendees and guests are welcome to enjoy breakfast at leisure.

8:30 a.m.

Welcome Back
Stein Ericksen B

8:45 a.m. 

The Atomic Path to Carbon Free Baseload Power

Moderator:
Shayle Kann, Energy Impact Partners

Panelsists:
Rick Needham, CFS Energy
Rachel Slaybaugh, DCVC
Jonathan Webb, The Nuclear Company

9:30 a.m. 

POW Update – Erin Sprague

9:45 a.m. 

Company Presentation: Fervo Energy – Timothy Latimer

10:00 a.m. 

Company Presentation: Via Separations Shreya Dave

10:15 a.m. 

Company Presentation: Pyka Michael Norcia

10:30 a.m. 

Company Presentation: David Energy – James Mcginniss

10:45 a.m. 

Closing Remark & Adjourn


Winterfest Home

When

Wednesday, October 9 &
Thursday, October 10

Where

The Newbury Boston
1 Newbury St
Boston, MA 02116

Contact

For questions contact Norilyn Ingram.