Agenda
Advanced Biofuels Leadership Conference
“Go Big, Stay Strong”
April 2-5, 2012, Capital Hilton, Washington, DC
Conference Program Preliminary Agenda – Subject to Change
Day One: Monday, April 2, 2012- Renewable Chemicals
8:40 AM Keynote Address
Christophe Schilling, CEO, Genomatica
RCL LEADERSHIP CHALLENGES
9:00 AM John Gatto, CEO, Myriant Technologies (Invited)
9:15 AM Vincent Chornet, CEO, Enerkem
9:30 AM Jack Oswald, CEO, Syngest
9:45 AM Dealing with Leadership Challenges — Panel Discussion
10:15 AM Networking and Refreshment Break
BUILDING LARGE VALUE PROPOSITIONS
10: 45 AM Charles Eggert, CEO, OPX Biotechnologies
11:00 AM Dennis Banasiak, CEO Avello Bioenergy
11:15 AM Robert Graham, CEO, Ensyn
11:30 AM Jere Kolstad, President, Rivertop Renewables
11:45 AM Building Large Value Propositions — Panel Discussion
12:15 PM Luncheon
THE RACE FOR SCALE
2:00 PM Rich Cilento, CEO, GlycosBio (Invited)
2:15 PM TBA
2:30 PM Richard Eno, CEO, Metabolix
2:45 PM Bill Radany, CEO, Verdezyne
3:00 PM The Race for Scale — Panel Discussion
3:30 PM Networking and Refreshment Break
STRATEGIC PARTNERSHIP AND INVESTMENT
4:00 PM Kelly Ogilvie, CEO, Blue Marble Biomaterials
4:15 PM TBA
4:30 PM Ganesh Kishore, CEO, Malaysian Life Sciences Fund
4:45 PM Sponsored Presentation
5:00 PM Strategic Partnership and Investment — Panel Discussion
RENEWABLE CHEMICALS “HOT 30″ AWARDS RECEPTION
Day Two: Tuesday, April 3, 2012- Advanced biofuels
8:20 AM Welcome and Introduction
Jim Lane, Editor and Publisher, Biofuels Digest
ABLC GOVERNMENT PROGRAMS AND POLICIES OUTLOOK
8:30 AM Mike McAdams, President, Advanced Biofuels Association
8:45 AM Brent Erickson, Exec VP, BIO
9:00 AM USDA Speaker TBD
9:15 AM Joe Jobe, CEO, National Biodiesel Board (Invited)
9:30 AM Mary Rosenthal, Executive Director, Algal Biomass Organization (Invited)
9:45 AM ABLC Government Programs and Policies Panel Discussion
10:00 AM Networking and Refreshment Break
10:30 AM ABLC Keynote Address — Yom Tov Samia, Chairman, Primus Green Energy
BOLD LEADERSHIP FOR CHALLENGING TIMES
11:00 AM Jonathon Wolfson, CEO, Solazyme
11:20 AM Ed Dineen, CEO, LS9
11:35 AM Lee Edwards, CEO, Virent
11:50 AM Pat Gruber, CEO, Gevo
12:05 PM Jennifer Holmgren, CEO, Lanza Tech
12:20 PM CEO’s and Biofuels Development Challenges Panel Discussion
12:40 PM Luncheon
1:00 PM ABLC Luncheon Address — Phil New, CEO, BP Biofuels (Invited)
THE RACE FOR SCALE
2:00 PM Hunt Ramsbottom, CEO, Rentech
2:15 PM Jim Rekoske, General Manager, UOP
2:30 PM Gary Luce, CEO, Terrabon
2:45 PM Bill Brady, CEO, Mascoma
3:00 PM TBA
3:15 PM ABLC The Race for Scale Panel Discussion
3:45 PM Networking and Refreshment Break
PILOT TO PLAYER
4:15 PM K’Lynne Johnson, CEO, Elevance
4:30 PM Jim Imbler, CEO, ZeaChem
4:45 PM Bob Mayer, CEO, Cobalt (Invited)
5:00 PM TBA
5:15 PM ABLC “Pilot to Player” Panel Discussion
ABLC RECEPTION
5:50 PM Introduction to ABLC Reception
6:00 PM ABLC Reception
Day Three: Wednesday, April 4, 2012- Advanced biofuels
8:30 AM ABLC Welcome and Introduction
Jim Lane, Editor and Publisher, Biofuels Digest
8:40 AM ABLC Opening Address — John Melo, CEO, Amyris
ABLC HOT TECHNOLOGIES
9:00 AM Kevin Weiss, CEO, Byogy Renewables
9:15 AM Kevin Berner, CEO, Phycal
9:30 AM TBA
9:45 AM Robert Graham, CEO, Ensyn
10:00 AM ABLC “Hot Technologies” Panel Discussion
10:30 AM Networking and Refreshment Break
11:00 AM ABLC Keynote Address — Alan Shaw, CEO, Codexis
HOT PARTNERSHIPS AND JOINT VENTURES
11:15 AM Robert Ames, Tyson, Chairman, Advanced Biofuels Association (Invited)
11:30 AM TBA
11:45 AM Michael Burnside, CEO, Catchlight Energy
12:00 PM Todd Becker, CEO, Green Plains Renewable Energy (Invited)
12:15 PM Tim Burns, CEO, BioProcess Algae
12:30 PM ABLC “Hot Partners and JVs” Panel Discussion
12:50 PM Luncheon
FINANCE
2:00 PM John May, Managing Director, Stern Brothers
2:15 PM Mark Riedy, Partner, Mintz Levin Cohn Ferris Glovsky and Popeo, PC
2:30 PM John Kirkwood, Partner, Krieg DeVault
2:45 PM TBA
3:00 PM TBA
3:15 PM ABLC “Finance” Panel Discussion
3:45 PM Networking and Refreshment Break
FEEDSTOCKS
4:10 PM Daphne Preuss, CEO, Chromatin
4:30 PM Richard Hamilton, CEO, Ceres
4:50 PM Kef Kasdin, CEO, Proterro
5:10 PM TBA
5:25 PM Feedstock Panel Discussion
5:45 PM Summary and Close of Day Two
Day Four: Thursday, April 5, 2012- Military and Aviation Markets
TIME SESSION NAME AND DESCRIPTION
8:30 AM Beyond HEFA: Progress Toward Fuel Qualification – Panel Discussion
Moderator: Mark Rumizen–Aviation Fuels Specialist, Federal Aviation Administration (FAA) and leader of the CAAFI Certification/Qualification Team (Invited)
Panelists: TBA
9:45 AM Aligning Business Fundamentals – From Feedstock to Flight – Panel Discussion
Moderator: Bruno Miller, Metron Aviation (Invited)
Panelists: TBA
11:00 AM REFRESHMENT BREAK
11:30 AM Aviation and Military Biofuels – Entry Issues- Panel Discussion
Moderator and Panelists: TBA
12:45 PM LUNCHEON AND NETWORKING
2:00 PM Deployment and Operations – Panel Discussion
Moderator: Richard Altman, Executive Director, Commercial Aviation Alternative Fuels Initiative (CAAFI)
Panelists: TBA
3:15 PM State and Regional Efforts to Facilitate Deployment -Panel Discussion
Moderator: Bob Sturtz, United Airlines (Invited)
Panelists: TBA
Day Four: Thursday, April 5, 2012- Bio-Based Investor Summit
8:30 AM Presentation 1: “The Arc of Finance – From Angel to IPO or Lessons Renewables Could Learn from Silicon Valley”
Overview: The company’s entire Financing Life Cycle from: – Seed Capital -Venture Rounds (A, B, C and Follow-On Rounds -Current Gap in Follow-On/C Rounds -Project Financing -Corporate Financing -IPOs and Follow-on Financings – The use of IPOs for Project Financing) – Current Focus on Project and Corporate Financings
Presenters: John M. May, Managing Director, Stern Brothers & Co. and Mark J. Riedy, Partner, Mintz Levin Cohn Ferris Glovsky And Popeo, PC
8:45 AM Presentation 2: Macroeconomic Drivers and Financing –Current and Projected Financial Issues and Impacts
Presenters: TBA
Topics discussed include: -How EU woes affect global investment in renewable energy-Asia’s growing appetite for investments in renewable energy -How does US production of conventional energy impact the renewables market? -Impact of Shale Discoveries, Tar Sands extraction and deep water drilling on continued development of green energy -The Post Solyndra subsidy environment
9:30 AM Panel #1: Maximizing Credit Quality of Project Financings
Moderators: Marv Anderson, Partner, Stern Brothers and Co. and Les Krone, Partner, Stern Brothers and Co.
Topics Include:-Grading System and Criteria -Applying Ratings Criteria to Biofuels -Ratings Comparables from Wind, Solar and Power -“Credit Enhancement -Moving Your Project up the Credit Value Chain
10:30 AM NETWORKING AND REFRESHMENT BREAK
11:00 AM Panel #2: CEOs Present – The View from the Sell-Side
Moderator: John May, Managing Director, Stern Brothers & Co.
Topics discussed: Series of Financing Case Studies by Biofuels/Renewable Chemicals CEOs. What conditions led to succesful financings? What were the obstacles that needed to be overcome.
Panelists: John Kirkwood, Partner, Krieg DeVault; Additional Panelists; TBA
12:00 PM LUNCHEON AND NETWORKING
1:30 PM Panel #3: The View from the Buy-Side from Debt Investors
Moderator: John Hamer, Managing Director, Burrill and Company
Topics include: – What Strategic Investors seek in a partner? -What motivates Sovereign Wealth Funds (SWFs) to invest in a project or technology?-What role Traditional Institutional Investors (Pension Funds, Insurance Companies, etc.) will play in financing Renewables?
Panelists: TBA
2:15 PM Panel #4: The View from the Buy-Side from Equity Investors
Moderator and Panelists: TBA
Topics include: – What Strategic Investors seek in a partner? -What motivates Sovereign Wealth Funds (SWFs) to invest in a project or technology?-What role Traditional Institutional Investors (Pension Funds, Insurance Companies, etc.) will play in financing Renewables?
3:30 PM
Panel #5: Creative Financing Sources and Structures
Moderators: Mark J. Riedy, Partner, Mintz Levin Cohn Ferris Glovsky And Popeo, PC, John Kirkwood, Partner, Krieg DeVault,
John M. May, Managing Director, Stern Brothers & Co.
Topics include: – Oil and Gas Industry Models -Loan Gaurantees -Technology and Project Insurance -Private Equity Sources -Master Limited Partnerships -REITs -IPOs as a source of Project Financing
Panelists: TBA
4:30 PM SUMMARY AND WHERE DO WE GO FROM HERE?
