Solarplaza Summit | Asset Management Europe

In this opening keynote, we analyze what is driving investor confidence or undermining it, and what the next phase of renewable scale-up looks like from the vantage point of one of the world's largest green infrastructure investors.

Interest rates, policy reversals, merchant risk, and the bankability of new technologies have reshaped what renewable projects actually need to get financed. In this session, one of Europe's most outspoken voices in energy transition finance cuts through the noise and examines where the capital is, where it isn't, and what asset owners and developers need to understand about the gap between political ambition and market reality.

Delivered by a leading market analyst, this data-driven presentation provides a snapshot of global and regional financing trends across solar, storage, and hybrid renewable assets. It highlights how shifting deal structures, valuation metrics, and market conditions are influencing investor expectations and capital allocation heading into 2026.

Capital allocation decisions and operational asset management decisions are made by different people, using different information, and often with different assumptions about what matters. This one-on-one dialogue brings together an infrastructure investment partner and a technical asset management professional to examine where those worlds collide, and what each side systematically misrepresents about the other. A candid, cross-disciplinary conversation that replaces assumptions with actionable insights.

While hybrid PV + BESS projects promise higher revenues, financiers and asset owners remain cautious. This session provides a reality check on how banks, equity investors, and asset managers assess hybrid revenue stacks and what it takes to turn optional upside into financeable cash flows.

Negative pricing is now a frequent occurrence in many European electricity markets, and PPAs are evolving to better protect both buyers and sellers. Drawing on real-world examples from contrasting European regulatory environments, this session examines how PPA structures, volume flexibility mechanisms, and storage integration are redesigned to manage wholesale price volatility and preserve bankability across utility-scale and C&I solar portfolios.

The transition from EPC completion to operational asset management is one of the most consequential (and often underestimated) moments in a renewable asset's lifecycle. Documentation gaps, incomplete commissioning data, and misaligned expectations between construction and operations teams can cause performance and financial consequences that persist for years. Drawing on real-world experience managing this handover across multiple European markets, this presentation examines what asset owners and asset managers can do to protect long-term performance from the moment keys change hands, whether the handover is between internal teams or external third parties.

Performance Ratio (PR) is a key metric for assessing solar asset performance, but its reliability depends entirely on the accuracy of the underlying measurements. This presentation explores how measurement uncertainty in irradiance monitoring propagates into Performance Ratio and affects financial outcomes, from acceptance testing and performance guarantee assessments to ongoing plant performance evaluation and asset valuation. Referencing IEC 61724-1 and practical financial examples, it highlights how reducing measurement uncertainty improves confidence in performance assessment and helps reduce financial risk for both asset owners and EPC contractors.

As the secondary market for European renewable assets matures, traditional M&A and financing processes are proving too slow, manual, and fragmented. This presentation explores how digital marketplaces and advanced platform environments are removing friction from deal flow, enabling asset managers to accelerate due diligence, accurately value portfolios, and secure capital faster in a highly competitive landscape.

This session explores the evolving M&A landscape in the solar and BESS sectors as the market enters 2026. It examines key trends in valuations, deal structures, and strategic considerations for buyers and sellers amid regulatory change, technological development, and shifting capital flows.

This session moves beyond the hype to examine how AI, machine learning, and advanced analytics are transforming solar O&M across Europe. Through real-world use cases, it demonstrates how these tools reduce site anomalies, enhance energy yields, and enable asset managers to make more informed operational decisions across diverse portfolios.

Electrical components such as inverters, transformers, cabling, and wiring are often overlooked but can significantly impact the safety and performance of European solar assets. This session highlights common failure points, their impact on energy yields and uptime, and shares practical insights through a real-world case study.

What does three decades of building, financing, and operating renewable energy assets teach you about where the industry is heading? In this closing fireside chat, one of Europe's most experienced solar entrepreneurs reflects candidly on the forces reshaping asset management, from the physical and commercial value of renewable infrastructure to the strategic decisions that will separate the winners from the rest over the next decade. An unscripted, honest conversation to close the day.