1^st PV Investors Conference

Location: M,O,C, Munich, Germany

7:30
REGISTRATION + Coffee, Croissant

8:30 - 8:35
CONFERENCE OPENING
• Michael Rogol, PHOTON Consulting

8:35 - 9:00
KEYNOTE
• Experience of a leading solar investor
  Sven Hansen, Good Energies

9:00 - 10:00
SUPPLY – The PV value Chain 
Moderators:
Anthony Fotopoulos, PHOTON Consulting / Rob Stone, Cowen

Confirmed Speakers:
• Supply – from raw materials to modules
  Michael Rogol, PHOTON Consulting 
• The true cost of solar: 10 Cents/kWh by 2010
  Joel Conkling, PHOTON Consulting 

10:00 - 10:30
Coffee Break

10:30 - 12:00
DEMAND – Current and upcoming PV markets
Moderators:
Michael Schmela, PHOTON International / 
Patrick Hummel, UBS

Confirmed Speakers:
• Europe
  Winfried Hoffmann, European PV Industry Association (EPIA) 
• US
  Scott Hennessey, US Solar Industries Association (SEIA) 
• Japan
  Hiroshi Matsukawa, RTS Corporation
• Global market development
  Chris Porter, PHOTON Consulting 

12:00 - 13:00
Lunch

13:00 - 14:15
TECHNOLOGIES – 
Traditional versus disruptive technologies
Moderators:
Michael Schmela, PHOTON International / 
Sunil Gupta, Morgan Stanley

Invited Speakers:
• Crystalline silicon PV
  Ralf Preu, Fraunhofer Institute for Solar Energy Systems
  (FHG-ISE)
• Thin film solar electric technologies
  Harin Ullal, US National Renewable Energy Lab (NREL)
• 3^rd Generation photovoltaics
  Martin Green, University of New South Wales (UNSW)
• Thin film vs. crystalline silicon solar systems – 
  a cost comparison
  Anthony Fotopoulos, PHOTON Consulting

14:15 - 15:30
IINVESTMENTS – 
Public, IPO, Venture capital, Project finance
Moderators:
Joel Conkling, PHOTON Consulting / Jesse Pichel, PiperJaffray

Confirmed Speakers:
• Why a Middle-Eastern oil-producing nation invests in PV: 
  Abu Dhabi and future energy
  Steve Geiger, Masdar Initiative
• Closed end funds for large scale PV power plants
  Andreas Ochsenkühn, KGAL
• PV Power Purchase Agreements 
  Jigar Shah, SunEdison
• Lessons learned: solar PV
  Suresh Vasan, GE Energy Financial Services

15:30 - 16:00
Coffee break

16:00 - 17:30
Company presentations: The biggest pure PV plays
Moderators:
• Michael Rogol, PHOTON Consulting / 
  Sanjay Shrestha, First Albany

Confirmed Speakers:
•Jon André Lokke, Renewable Energy Corporation ASA (REC) 
•Zhengrong Shi, Suntech Power Co. Ldt.
•Tom Werner, SunPower Corp.
•Mike Ahearn, First Solar Inc.
•Heiko Piossek, Conergy AG
•Andy Klump, Trina Solar Energy Co. Ltd
•Herman Zhao, JA Solar Co. Ltd.

17:30 - 18:00 
Discussion / Closing remarks