Rushlight Investor Briefing

Investor Briefing

 

Investing in Industrial Cleantech

Tuesday 23rd May 2017

5.30pm to 9pm

Hosted by

One Southampton Row, London WC1B 5HA

 

PM Theresa May earlier this year launched a consultative green paper outlining an approach to building a modern industrial strategy for Britain in a post-Brexit era. The proposed strategy consists of 10 pillars, one of which is described as the delivery of affordable energy and clean growth. The intention of this pillar is to lower costs for businesses and to secure the economic benefits of a transition towards a low-carbon economy.

The OECD estimates that global resource consumption doubled in the 25 years to 2015; the expectation is that this will double again up to 2050. Businesses are waking up to the fact that there is a real risk that supply may not keep up with demand. Businesses must therefore look at lowering costs and introducing efficiencies in order to stay competitive in an increasingly uncertain macroeconomic environment. This briefing will explore the resulting investment themes: reducing costs and adding value to the bottom line.

Companies in the vanguard of sustainability are setting goals to achieve a net positive impact on the environment in the next 20 – 30 years.  Such goals go well beyond offsetting and behaviour change and run to the core of the business strategy and models.  A reliance on virgin raw materials will have to be replaced by a circular economy supply chain, so that the old products are returned and the materials reused.  Energy intensive processes will need to be re-engineered, industrial collaboration and clustering will return as a new norm, plant floor waste will return to the store room or become part of another business’s supply chain and output will be measured in the context of energy and resource expended, as well as cost.  The innovations that will support this transition will be all about dismantlable design, raw material substitution, recycling technologies, low energy methods, positive environmental chemical processes, biomaterials and biomimicry, locally-sourced inputs and resource identification, segregation and processing technologies. The leaders in this space can cause fundamental market disruption and the returns for investors could be substantial.

Demand for such solutions within industry creates demand for innovations which can provide relevant solutions. Such innovations could in theory cut across any vertical, from material use in the construction industry to mining to efficient robotic manufacturing methods in the automotive industry. Given the widespread demand for such solutions within industry, investors will benefit from rigorous commercial and business models. However, how do investors reconcile relatively capitally intensive opportunities which may take longer than expected to bear fruit with the need to generate sufficient returns for their LPs?

This event will explore tangible examples, their attractiveness to investors and financiers, including risk mitigation strategies, the opportunities that exist going forward and the key issues to be managed. The briefing will be ideal for investors, financiers, technology developers, corporate venture funds, consultants,advisers, intermediaries and corporate sustainability professionals.

Agenda:

5.30pm             Welcome and registration

6.00pm             Opening remarks – Iain Kirkpatrick, Metro Bank and Michael Sippitt, Forbury Investment Network

6.10pm             Keynote 1: The changing landscape of industrial processes. Opportunities for innovation in existing industrial processes – Richard Youngman, CEO, Cleantech Group.  His presentation is HERE.

6.40pm             Keynote 2: Strategies to invest in industrial cleantech and risk mitigation – Ian Thomas, Managing Director, Turquoise International.  His presentation is HERE.

7.10pm             Panel Discussion moderated by Clive Hall, Rushlight Events, augmented by

Mark Jolly, Cranfield University

Graham Hilton, The Alliance for Sustainable Building Products

7.45pm             Networking drinks

9.00pm             Close

 

Who should attend?

Fund managers, venture capitalists, private equity, high net worth individuals, business angels, analysts, brokers, corporate financial advisors, corporate investors, manufacturers, technology specialists, resource specialists, procurement specialists, circular economy advisers, financiers, consultants, technology providers, advisers, corporate sustainability professionals and other followers and participants in the manufacturing, industrial processes and resources sectors.

Speakers

Richard Youngman – Cleantech Group

Richard has been the Chief Executive Officer at CTG:I LLC. (formerly Cleantech Group, LLC) since January 19, 2016 having served as Managing Director of European Operations June 2008. He has extensive experience in information services, specifically in technology and investment research, and comprehensive knowledge of the European cleantech landscape.  Before that, he served as the Vice President of Research & Operations at The Library House Ltd where he ran the Library House Research team. Before Library House, he ran his own advisory firm conducting research and consulting on the measurement and evaluation of intangible assets and intellectual capital for organizations such as the European Commission. This followed nine years building a broad-based finance and research background with leading financial institutions such as ABN AMRO, Barclays Capital and BZW in the City of London.

Ian Thomas – Turquoise International

Since joining Turquoise in 2004, Ian has led numerous fundraising and M&A advisory assignments, as well as investments on behalf of the Low Carbon Innovation Fund and Turquoise Capital. He has also acted as current or former board member at Bactest, Vayon, NRL, CH4NGE and Controlled Power Technologies. Previously, Ian worked as an investment banker specialising in the energy sector at Close Brothers, Flemings and Deutsche Bank/Morgan Grenfell. He is a graduate of Oxford University.

Mark Jolly – Cranfield University

Mark Jolly is Professor of Sustainable Manufacturing and head of the Sustainable Manufacturing Systems Centre at Cranfield University. He has 34 years’ experience in manufacturing. He has a degree in metallurgy from Sheffield University and PhD from Cambridge. Mark spent 13 years working in industry in automotive and tier 2 suppliers into manufacturing both in the UK and abroad before moving back into academia in 1995. In 2012 he took up his current position at Cranfield after 17 years in Birmingham.  He has experience in research in many materials conversion processes and his current research is focussed on reducing energy and materials usage and the environmental effects of the conversion processes. Generally he has research interests in helping manufacturers improve the sustainability of their processes by improving their resource efficiency.  He has worked with many large names across a number of sectors including Rolls-Royce, Depuy-Synthes (Johnson & Johnson), GKN and Coca-Cola – but he has also championed working with many small companies especially SMEs who supply to large companies.

Graham Hilton – The Alliance for Sustainable Building Products

As a former oil trader in London, Houston and Texas, Graham applied the many commercial and logistics lessons to the UK animal feed market, where he established and grew Prime Molasses. After the sale of Prime to German commodity house Peter Cremer Gmbh he served on the board of several renewable energy supply companies, including Green Spirit Fuels and Flex Fuels Energy, and founded what is now the UK’s largest national biomass distributor, Forever Fuels. Graham is a former chair of the Environmental Industries Commission RTF group, author of the original UK biofuels legislation (with the late Lord Carter) and has advised a range of public sector organisations from local authorities to HM Treasury on the best deployment of renewable energy and safeguards for its sustainability.  He became involved in the construction sector, after working on the initial concepts around the new Eco-town in St Austell, is on the Board of the ASBP and is the Chairman of renewable roofing development company Ecobond Cymru.

 

Registration

Each delegate place costs £50 + VAT and places are strictly limited.

To register: call 020 7539 8000 OR email enquiries@forburyinvest.com