PROGRAM /// DAY 2
31 May 2019
 
09:00 Welcome words by chairman

Session 5
09:15 Curtailment in Japan: a growing reality?
  • • How have lenders and investors forecasted curtailment risk?
  • • Assessing the financial impacts of curtailment in the Kyushu area
  • • Technology constraints and solutions
  • • Interconnection between regional utilities as a mitigator
MASAAKI MEZAKI /// CEO & PRESIDENT - GPSS HOLDINGS
Graduated from the Faculty of Commerce, Keio University. Master of Social Anthropology from the London School of Economics (LSE), University of London, and was an interest rate derivative trader for Merrill Lynch working in Tokyo, New York and London. After leaving Merrill Lynch, travelled to more than 100 countries around the world for nearly 10 years. In 2012, set up Japan Megasolar Inc. to achieve grid parity with photovoltaic power generation. Looking to the development of renewable energy business, changed the company name to GPSS Holdings Inc. in April 2017. Also conducts educational activities for dissemination of renewable energy information through various media.
Books: “Happy Developing Country Nippon” (Aspect) etc. Radio: FM Yokohama (84.7 MHz) “Baile Yokohama” Every Sunday from 21: 30
Radio Japan (1442 kHz) “Mezaki Masaaki’s Happy Wedge” Every Friday from 25: 30
rfc Radio Fukushima (90.8 MHz) Every Tuesday from 9: 15
Website: http://www.mezaki.info
MODERATOR
MASAAKI MEZAKI
CEO & PRESIDENT - GPSS HOLDINGS
RAKESH SIVASANKARAN /// JAPAN OPERATIONS & MAINTENANCE MANAGER - SAFERAY
Rakesh, a power professional with decade long experience in energy sector. In the past, he has been working on the Thermal power sector contributing to mega power projects across the globe. He has been associated in the past with industry majors such as General Electric, Mitsubishi Hitachi Power Systems and Toshiba. He has 2 patents in the thermal power sector.

It is his strong belief that energy should be harnessed in an environmentally inclusive manner which prompted him to move towards renewable energy sector. In the current role, he is serving as the Japan Operations and Maintenance manager for Saferay. Saferay is set to operate close to 200MW by 2020 and is focussed in contributing its share to the changing energy paradigm.
RAKESH SIVASANKARAN
JAPAN OPERATIONS & MAINTENANCE MANAGER /// SAFERAY
YUICHIRO KAWABE /// GENERAL MANAGER PROJECT FINANCE DIVISION - SHINSEI BANK
Mr. Kawabe set up a department specializing in finance to renewable energy in 2012 and have arranged project finance for more than 50 renewable energy projects, so far. Currently, joint general manager of Project Finance Department in Shinsei Bank.
YUICHIRO KAWABE
GENERAL MANAGER PROJECT FINANCE DIVISION /// SHINSEI BANK
HARUKI YAMAYA /// SENIOR ANALYST, PV BUSINESS CONSULTING - RTS CORPORATION
As a senior analyst, he is responsible for RTS monthly report "Front line of PV power generation business in Japan" (Japanese report) and analyzes the status of the FIT program, trends of grid restrictions/ output curtailment across Japan as well as business trends of power producer and supplier (PPS). Mr. Haruki also provides support to PV module companies in obtaining the JET Certification.
In his role, he has provided consultancy for different institutions and organizations, amongst them METI, Utilities, Japanese and International developers, EPCs, etc.
HARUKI YAMAYA
SENIOR ANALYST, PV BUSINESS CONSULTING /// RTS CORPORATION
10:00 Decentralized solar generation: consolidating growth of distributed assets
  • • Opportunities and business models in residential and C&I segments
  • • DG aggregators, upside of coupling battery storage and a new paradigm for asset management
  • • The role of utilities in a decentralized landscape
MARTIN TENGLER /// JAPAN ANALYST - BLOOMBERG NEF
Martin is a Japan analyst based in Bloomberg NEF’s Tokyo office. He specializes in power market design, utility strategies and distributed energy. He holds an MA in Economics from Tokyo University and an MSc in Global Governance and Diplomacy from Oxford University. Martin is a co-founder of BioCarbon Engineering, a company that offers industrial-scale ecosystem restoration services using unmanned aerial vehicles and other cutting-edge technology.
MARTIN TENGLER
JAPAN ANALYST - BLOOMBERG NEF
10:45 - 11:30 AM BREAK

Session 6A | Data Management

11:30 Data analytics: transforming data into useful information
  • • Connectivity of data sources: making sense out of your toolbox
  • • Challenges evaluating the quality and accuracy of data
  • • Monitoring with a local SCADA system and comparison to remote monitoring
MARTIN MESMER /// FOUNDER - ReTC.io
Martin designed several large power plants for Pacifico Energy and GSSG Solar in Japan. He has 24 years of experience in the PV industry, including PV System design and optimization, power plant development, components design and technology evaluation, negotiating with suppliers and training engineers.
He started his solar career analyzing the first HIT cells manufactured at Sanyo Solar in Hirakata. He served as a technical advisor to Intel Capital for photovoltaic investments, built the US PV engineering team for Siemens, and developed E.On’s PV engineering division in San Francisco. He oversaw the technical design, negotiation, and implementation of over 240 MW of PV plants in Japan for leading IPPs.
Martin pushed for 1500V before it was fashionable both in the US and in Japan.
MODERATOR
MARTIN MESMER
FOUNDER /// ReTC.io
YOSHITAKA SANTOKI /// REPRESENTATIVE DIRECTOR - METEOCONTROL JAPAN CORPORATION
Yoshitaka Santoki is Representative Director at meteocontrol Japan Corporation. He graduated in Law from Surugadai University in 1994. Before joining meteocontrol in early 2017, Mr. Yoshitaka has held manager positions at TOMEN DEVICE CORPORATION and Infineon Technologies AG and C-level positions at Suntech Power Japan Corporation.
YOSHITAKA SANTOKI
REPRESENTATIVE DIRECTOR /// METEOCONTROL JAPAN CORPORATION
ISO FUKUOKA /// SMART PV PLANT SALES & SERVICE DEPT - HUAWEI
A short description will follow soon...
ISO FUKUOKA
SMART PV PLANT SALES & SERVICE DEPT /// HUAWEI
12:15 AI-powered performance optimization
  • • 101 of AI: How to derive its benefits from data pools
  • • AI use cases for increased ROI of solar assets: from prescriptive diagnostic optimization to yield enhancement opportunities
MARTIN MESMER /// FOUNDER - ReTC.io
Martin designed several large power plants for Pacifico Energy and GSSG Solar in Japan. He has 24 years of experience in the PV industry, including PV System design and optimization, power plant development, components design and technology evaluation, negotiating with suppliers and training engineers.
He started his solar career analyzing the first HIT cells manufactured at Sanyo Solar in Hirakata. He served as a technical advisor to Intel Capital for photovoltaic investments, built the US PV engineering team for Siemens, and developed E.On’s PV engineering division in San Francisco. He oversaw the technical design, negotiation, and implementation of over 240 MW of PV plants in Japan for leading IPPs.
Martin pushed for 1500V before it was fashionable both in the US and in Japan.
MODERATOR
MARTIN MESMER
FOUNDER /// ReTC.io

Session 6B | Risk management and Refinancing

11:30 Key elements to de-risking PV assets
  • • Risk management: what it entails and why it matters to investors, sponsors and asset managers
  • • Which insurance coverages are increasingly finding diffusion in the Japanese market?
  • • To what extent can irradiation be perceived as risk? Assessing the impact of climate change on performance and insurances
JAMES BOSTON /// ASSET MANAGER - PACIFICO ENERGY
James joined Pacifico Energy as an asset manager in 2018. Prior to joining the renewable energy industry, James worked in the asset management department at Tokyo Star Bank for 13 years.
JAMES BOSTON
ASSET MANAGER - PACIFICO ENERGY
TAMENOBU GOJO /// HEAD PROJECT FINANCE - SMTB
A short bio will follow soon...
TAMENOBU GOJO
HEAD PROJECT FINANCE /// SMTB
12:15 Refinance strategies
  • • Different options and experiences with refinancing of PV assets
  • • Assessing alternatives for bank debt: bonds, yieldcos and more
EUGENE ROUSSIN /// PARTNER, TRANSACTION ADVISORY GROUP - KPMG TAX CORPORATION
Eugene joined KPMG in 2007 and has throughout that time principally focused on advising investors in respect of the tax aspects of their investments in Japan. This has encompassed the provision of advice on structuring investments, M&A transactions and cross border operations (both inbound and outbound), due diligence assistance, tax audit support as well as general tax planning.
Since the introduction of the Japanese FIT regime in 2012, Eugene has spent the majority of his time working with solar and renewable energy clients with respect to structuring their investments in Japan. This has allowed him to develop a market leading level of expertise and experience in the sector, and he counts many of the largest international players amongst his clients.
Eugene has been in Japan for over 13 years and is fluent in Japanese.
EUGENE ROUSSIN
PARTNER, TRANSACTION ADVISORY GROUP /// KPMG TAX CORPORATION
13:00 - 14:15 LUNCH BREAK
Session 7
14:15 Innovation Lab: the future now

15:00 - 15:45 PM BREAK
Session 8
15:45 A new dawn for Japan: long term strategies for growth
  • • Why is Japan still an attractive solar market?
  • • Global trends for solar deployment - how are these driving the future of Japan and what does it mean to asset managers?
  • • End to end value creation: achievable efficiencies in the lifecycle of solar assets
JEFF ROY /// GENERAL MANAGER - CANADIAN SOLAR
Mr. Roy joined Canadian Solar in 2010 in Canada where he led the permitting and construction of Canadian Solar’s multibillion-dollar portfolio of utility-scale solar projects that consisted of 34 sites with over 700MW in total capacity under power purchase agreements with the Ontario Power Authority.

He currently leads Canadian Solar’s Energy Business in Japan, which has seen over 220MW of projects connected and currently has over 70MW of projects under construction and a late stage development pipeline of 200MW.

Jeff played an instrument role in the launch of Canadian Solar Infrastructure fund, the largest listed infrastructure in Japan with 23B JPY. This platform is managed by Canadian Solar’s asset management team in Japan, which currently overseas 100B JPY worth of assets.

Canadian Solar’s asset management business has grown to over 400M JPY per year in annual revenue since Mr. Roy launched the business in 2016 and will see significant growth over the next few years.
JEFF ROY
GENERAL MANAGER /// CANADIAN SOLAR
16:15 The land of the rising sun: outlook for solar in Japan
  • • Latent opportunities for solar: dissecting corporate PPAs and the after-FIT era
  • • Key ingredients for a PV-dominated energy landscape in Japan
  • • Unlocking the full potential of solar: the role of Asset Management going forward
MAMORU TAKAHASHI /// PRESIDENT & CEO - TAKARA ASSET MANAGEMENT
Mr.Takahashi is President & CEO of Takara Asset Management since February 2018. He has been working as a real estate appraiser since 1996. In 2002, he joined Shinsei Bank as a silent partner overseeing the investment business. Mr. Takahashi joined Takara Leben in 2014 and was later transferred to Takara Asset Management with a task to introduce Takara Leben’s Solar facilities in the infrastructure fund market. Takara Leben Infrastructure Fund, Inc. is the first company that has been listed in the Tokyo Stock Exchange, on June 2 2016. He is a Real Estat Transaction Specialist at JAREA (Japan Association of Real Estate Appraisars), where he is also a committee member.
MAMORU TAKAHASHI
PRESIDENT & CEO /// TAKARA ASSET MANAGEMENT
NAOAKI EGUCHI /// BANKING & FINANCE PRACTICE GROUP HEAD - BAKER & MCKENZIE
Naoaki Eguchi is head of the Firm’s Banking & Finance Practice Group in Tokyo, and is a member of the Asia Pacific Banking & Finance Group steering committee. He has been recognized for his work on Goldman Sachs’ TOB of Universal Studios Japan, which was named the Debt Market Deal of the Year at the 2010 ALB Law Awards. Mr. Eguchi has written articles for numerous publications, including “Japanese PFI/PPP entering a new stage” for Euromoney, and organized and participated in various seminars, including the Nikkei Seminar in 2010.
NAOAKI EGUCHI
BANKING & FINANCE PRACTICE GROUP HEAD /// BAKER & MCKENZIE
MASAYUKI SAKAI /// CEO & FOUNDER - CO2O
Masayuki Sakai is the CEO and Founder of CO2O. He graduated from Waseda University and earned his MBA’s master degree in Globis management school.
He started the successful business of video picture’s industry in Mitsubishi Corporation’s subsidiary, and established Value Plus Inc. in 2006.
By facing the energy problems in developing Asian countries as a serial entrepreneur, Masayuki Sakai decided to get involved with renewable energy to solve the CO2 problem and he launched CO2O. CO2O is the market leader of O&M in Japan. Their due diligence track record of Solar power plants reached over 366MW.
MASAYUKI SAKAI
CEO & FOUNDER /// CO2O
YASUYO YAMAZAKI /// PRESIDENT & CEO - KUNI UMI ASSET MANAGEMENT
President of enterprise and consulting firm of Kuni Umi Group and NPO.
Direct infrastructure whose main business is renewable energy development Research of finance, global economic issues and integrated policies for sustainable societies Advocate and realize Sun-Based Economy
YASUYO YAMAZAKI
PRESIDENT & CEO /// KUNI UMI ASSET MANAGEMENT
17:00 NETWORKING DRINKS
18:00 END OF CONFERENCE
 
PROGRAM /// DAY 2
31 May 2019