HOTON's 4^th PV Investors Conference:
»IMPACTS OF THE FINANCIAL CRISIS«

9:00 - 9:15
CONFERENCE OPENING
Chairperson:
• Anne Kreutzmann, PHOTON Europe, Germany
• Andy Klump (confirmed)

9:15 - 10:45
TOP GLOBAL PURE PV PLAYERS –
EXECUTIVE'S VIEWS
• Erik Thorsen (CEO), REC, Norway (confirmed)
• Anton Milner (CEO), Q-Cells, Germany (confirmed)
• Jens Meyerhoff (CFO), First Solar, USA (confirmed)
• Julie Blunden, SunPower, USA (confirmed)
• Philipp Koecke (CFO), SolarWorld, Germany (confirmed)

10:45 - 11:15
Coffee-Break

11:15 - 12:30
TOP GLOBAL PLAYERS ACTIVE IN PV –
EXECUTIVE'S VIEWS
• Jerry Stokes (President Suntech Europe),
Suntech Power, China (confirmed)
• Charles Gay (President Applied Materials Solar).
Applied Materials, USA (confirmed)
• Tom Zarrella (CEO), GT Solar, USA (confirmed)
• Stuart Brannigan, Yingli, China (confirmed)
• Robert Hartung (CEO), Centrotherm, Germany (confirmed)

12:30 - 13:30
Lunch

13:30 - 14:15
INVESTORS SESSION
• Christian Baumgart, Bayern LB (confirmed)
»Project financing – view from a bank«
• Ming-Lai Yuan, DelSolar, Taiwan
»How a private company can secure financing its expansion«
• Shawn Kravetz, Esplanade Capital, USA (confirmed)
»Investments in solar companies – view of a hedge fund«

14:15 - 15:15
MARKETS WITH POTENTIAL OF 500+ MW IN 2009:
»THE SYSTEM INTEGRATOR'S PERSPECTIVE – Part 1«
• Steve Gyoerffy, Geckologic, Germany (confirmed)
»PV in Germany«
• Art Hennessey, American Capital Energy, USA (confirmed)
»PV in the US«
• Pablo Gimenez, Fotowatio, Spain (confirmed)
»PV in Spain«

15:15 - 15:45
Coffee-Break

15:45 - 17:00
MARKETS WITH POTENTIAL OF 500+ MW IN 2009:
»THE SYSTEM INTEGRATOR'S PERSPECTIVE – Part 2«
• Paolo Rocco Viscontini , Enerpoint, Italy (confirmed)
»PV in Italy«
• Thierry Lepercq, Solairedirect, France (confirmed)
»PV in France«
• Aris Polychronopoulos, BIOSAR Energy, Greece (confirmed)
»PV in Greece«
• David Vasat, HiTechSolar, Czech Republic (confirmed)
»PV in Czech Republic«
• Robert Ratajczak, MEP Solar, Germany (confirmed)
»PV in Bulgaria«
• Chris Porter, PHOTON Consulting, USA (confirmed)
»Global Demand in 2009«

17:00 - 17:45
PANEL DISCUSSION:
»WHEN DO SELL-SIDE ANALYSTS SEE LIGHT AGAIN?«
• Rob Stone, Cowen, USA (confirmed)
• Sunil Gupta, Morgan Stanley, Singapore (confirmed)
• Ben Kluftinger, Macquarie, UK (confirmed)
• Vishal Shah, Barclays, USA (confirmed)
• Chris Porter, PHOTON Consulting, USA

17:45 - 18:00
SUMMARY
• Michael Rogol, PHOTON Consulting, USA