Detailed ABLC 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    Steve Gatto, CEO, Myriant Technologies
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?

Who Should Attend?

Who Should Attend?

• C-Level Corporate Executives of Energy and Biofuels Companies
• Institutional investors, strategics, analysts, hedge funds, private equity, banks
• Alliance and Business Development Directors/Managers
• R&D Directors/Managers from Corporate, University, and Government Labs
• Corporate, Venture and Project Financing Professionals
• Trade, Tax, Ag, Environmental and Energy Policy Makers and Professionals
• Public-Private Energy Partnership Professionals
• Energy Technology, Consulting and Engineering and Service Firms
• Equipment and Supply Vendors