Solarplaza Summit | Asset Management North America

Monday 5 April 2027

Educational Day

Emerging Leaders Program

On 5 April, the Emerging Leaders Program brings together the next generation of renewable energy professionals for a dedicated day of learning, exchange, and exposure to senior industry voices.



Tuesday 6 April 2027


Session 1

Commercial realities & system stress

08:00

Registration & welcome coffee

08:45

Opening & welcome by Solarplaza

presentation

25 min.


09:10

The macro outlook: data centers, demand & 24/7 power

presentation

25 min.

For the first time in decades, US electricity demand is skyrocketing. Driven by the explosive growth of AI, data centers, and the electrification of industry, asset managers are operating in a fundamentally altered macro environment where power is scarce and the grid is strained.

  • Quantifying the AI load surge and its impact on regional US power markets.
  • How hyperscaler demand is shifting the balance of power back to asset owners.

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09:35

Too big to ignore: when your offtaker has more power than your grid operator

presentation

20 min.

A new class of energy buyer has entered the market, and they are no longer passive offtakers. The world's largest corporate buyers are sophisticated market movers with internal modeling teams and the capital to dictate terms. From hyperscalers to industrial giants, they bring unprecedented financial and market leverage. This session steps back from individual deals to examine the macro power shift: what it means for the asset management function when the entity on the other end of your contract holds more capital, analytical firepower, and political clout than the grid operator.

  • Analyze how bespoke procurement rules and strict corporate reporting mandates alter daily project workflows and traditional PPAs.
  • Assess emerging state-level regulations around data center energy use to uncover new layers of compliance and opportunity for asset managers.
  • Establish clear boundaries between off-taker transparency demands and what field teams can realistically deliver without scope creep.

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09:55

Adapting commercial asset management to serve ‘Big Tech’ off-takers

panel

40 min.

Serving them requires asset managers to evolve from passive operators into dynamic energy traders and structural problem-solvers. This panel brings together asset managers, developers, and energy buyers to map what that evolution looks like in practice.

  • Navigating the complexities of firming guarantees and downside risk allocation.
  • BTM and virtual net metering in practice and what asset managers need to anticipate.
  • What tech buyers expect regarding asset visibility, ESG reporting, and operational transparency.
  • How the phase-out of key incentive structures is reshaping the economics of corporate clean energy procurement.

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10:40

Morning networking break

Session 2A

Overcoming grid bottlenecks and extreme volatility

11:30

Evolving network fees and late-stage interconnection strategies

presentation

20 min.

The handoff from project development to commercial operations is increasingly fraught with costly surprises, largely driven by the transition to cluster studies and new network cost allocation frameworks. This session equips operational asset managers with the tactical playbook needed to audit sudden upgrade fees, adapt to shifting queue dynamics, and safely guide late-stage projects into profitable operations.

  • Managing the complex operational transition from the development queue to the commercial asset management team.
  • Understanding how the shift to "first-ready, first-served" cluster studies and proportional impact methods is changing the allocation of network upgrade costs.
  • Exploring "Energy-Only" interconnection status paired with fast-responding battery storage to bypass full capacity delivery studies.

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11:50

Strategies for localized congestion and risk swaps

presentation

20 min.

With grid upgrades lagging years behind renewable deployment, local congestion is destroying project economics through severe basis risk. This presentation dives into the financial realities of regional bottlenecks.

  • Predicting and surviving nodal basis risk in highly congested markets like ERCOT and PJM.
  • Evaluating physical hedges (co-located BESS) versus financial hedges (basis swaps).

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12:10

Data-driven dispatching and active curtailment strategies

panel

40 min.

Curtailment has moved beyond being a localized issue to becoming a structural reality of the grid. Asset managers must move from accepting curtailment as a loss to actively managing it via software.

  • Integrating trading desks with technical operations to execute split-second dispatch decisions.
  • Automating responses to negative pricing and deciding when to programmatically curtail versus when to charge co-located batteries.
  • Moving from passive loss to algorithmic, data-driven dispatching.
  • Using AI-driven weather and grid-congestion modeling to predict curtailment events 6 to 24 hours in advance, allowing for smarter day-ahead bidding.

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Session 2B

Financial engineering & capital optimization

11:30

Optimizing capital stacks for aging operational portfolios

presentation

20 min.

As portfolios age and interest rates fluctuate, asset managers have unique opportunities to restructure debt, refinance, or bring in new tax equity partners to unlock trapped capital. This presentation covers the traditional levers of financial engineering, focusing on how to refinance operational assets, manage debt service requirements, and lower the weighted average cost of capital (WACC) to unlock trapped equity.

  • Identifying the exact financial triggers and market conditions that signal the right time to refinance operational merchant or contracted assets.
  • Using historical operational track records and predictive yield analytics to secure better debt service coverage ratios (DSCR) from lenders.
  • Evaluating the financial trade-offs between deploying back-leveraged debt versus preferred equity to lower overall portfolio WACC.

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11:50

Tax credit transferability and IRA compliance

presentation

20 min.

The IRA's transferability provisions have created a massive, fast-moving secondary market for tax credits. This presentation highlights the "new" financial engineering, guiding asset managers on how to successfully monetize ITCs and PTCs while structurally managing the strict compliance and recapture risks demanded by tax buyers and debt providers.

  • Current pricing trends for transferred ITCs/PTCs in 2026/2027.
  • Structuring tax credit indemnifications and insurance policies to satisfy the risk appetites of both risk-averse lenders and corporate tax buyers.
  • Managing the threat of IRS audits, navigating recapture risk, and ensuring bulletproof documentation for prevailing wage and apprenticeship requirements.

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12:10

The developer’s impact on long-term OPEX and financial operability

panel

40 min.

The financial success of an operational asset is dictated years before COD. This panel features developers who focus on the financial and commercial friction points of project handovers. Moving beyond engineering choices, experts discuss how early financial modeling, PPA structuring, and CAPEX-driven procurement decisions directly impact long-term debt servicing, insurance premiums, and OPEX realities for the asset owner.

  • How developers financially model equipment life versus the actual operational costs and debt burden asset managers inherit in years 3-10.
  • The financial impact of developer-negotiated off-taker deal structures on long-term asset health, compliance reporting, and curtailment risk.
  • Mitigating the loss of institutional knowledge during the COD transition to ensure warranties and performance guarantees remain financially enforceable.

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12:50

Networking lunch break

Session 3A

The underperformance & remediation masterclass

14:30

Root cause analysis of solar underperformance

40 min.

Workshop

A hands-on deep dive into identifying the technical drivers eroding project IRRs. This workshop is your guide to evaluating raw SCADA data and drone thermography to isolate hardware issues and system bottlenecks. Understand critical drivers such as DC/AC clipping, thermal derating, and PID/LID degradation, and use site-specific soiling and snow-loss modeling to optimize wash schedules.

  • Translating raw data and digital twins into actionable corrective maintenance plans.
  • Mitigating specific module-level and inverter-level defects to recover lost yield.
  • Quantifying the financial impact of component degradation to justify the cost of interventions.

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15:10

Maximizing performance: remediation strategies across assets

panel

40 min.

Despite multiple advances in O&M technology and analytics, underperformance remains a persistent challenge for solar assets. This panel moves from diagnosis to resolution, bringing together O&M leaders to discuss practical field strategies and hardware retrofits that close the gap between projected P50 models and actual operational yield.

  • Evaluating the ROI of corrective maintenance versus early component replacement.
  • Bridging the gap between predicted P50 models and actual operational yield.
  • Aligning technical O&M workflows with commercial performance guarantees.
  • Integrating AI diagnostics into legacy workflows.

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Session 3B

Climate underwriting, merchant exposure & exit strategies

14:30

Stress-testing P50 forecasts against climate volatility: 30 to 40 year underwriting in practice

40 min.

Workshop

Long-term financial models were built on the assumption that historical weather patterns would hold. They are not holding. Shifting climate baselines, increased frequency of extreme weather events, and multi-year precipitation anomalies are creating systematic gaps between P50 generation forecasts and actual field performance. This workshop examines how asset managers and technical advisors are rebuilding long-term yield assumptions from the ground up.

  • Identify gaps between historical P50 weather baselines and actual field generation losses caused by severe weather events.
  • Adjust financial underwriting models to account for multi-year weather volatility, snow shedding delays, and heavy soiling.
  • Structure operational reserves and parametric insurance products to buffer portfolios against climate-induced cash flow dips.

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15:10

Capture rates, merchant exposure, and the hold-vs-exit decision map

panel

40 min.

As early-generation US solar assets approach years 10-15, asset managers must decide whether to continue repairing degrading components or to initiate a full repowering. This panel explores the decision map of asset owners that act as a foundation for hold, sell, or repower decisions.

  • Managing capture rate erosion and negative pricing across multi-market PV and BESS portfolios.
  • Rebuilding revenue certainty through hedging, PPAs, tolling structures, and where the limits of de-risking lie.
  • When does merchant exposure become a hold vs. farm-down vs. exit signal?

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15:50

Afternoon networking break

Session 4

Solar f*ckups

16:30

Solar f*ckups

panel

40 min.

Asset management is messy. In this highly popular, off-the-record format, senior leaders share their most expensive mistakes, operational disasters, and the hard-won lessons that followed.

 

  • Catastrophic equipment failures and warranty disputes.
  • Contractual oversights that destroyed project IRRs.
  • The "if I knew then what I know now" survival guide.

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17:15

Closing day 1 & preparing for day 2

presentation

15 min.


17:30

Networking drinks

Wednesday 7 April 2027


09:00

Opening by Solarplaza

presentation

10 min.


Session 5A

Operational excellence & the hybrid future

09:15

BESS operational realities: state of charge, cycling degradation, and maintaining complex warranties

presentation

20 min.

What goes wrong financially when AM teams treat BESS like PV? Batteries are complex chemical assets with strict operational limits that dictate their financial lifespan. The decisions around depth of discharge, cycling frequency, and thermal management, made in the first years of operation, compound quietly until they surface as warranty disputes, degradation acceleration, and stranded revenue.

  • Examine the depth-of-discharge (DoD) management against long-term cell degradation curves.
  • Analyze field performance metrics and operational insights revealed by initial asset deployments.
  • Navigate the operational tightrope of maximizing immediate revenue without voiding stringent OEM warranties.

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09:35

From reactive to predictive: using AI to forecast equipment failures before they happen

presentation

20 min.

Unplanned downtime is the enemy of IRR. By utilizing machine learning models trained on vast telemetry datasets, operators can identify anomalies and replace components just before catastrophic failure occurs.

  • Why most predictive maintenance implementations fail to deliver ROI: the data quality, integration, and organizational change problems that pilots don't surface.
  • Calculate the real ROI of predictive AI against the compounding cost of corrective truck rolls, using actual cost structures rather than vendor projections.

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09:55

Smart dispatching and value stacking: optimizing FTM and BTM battery assets

panel

40 min.

Battery storage must dynamically stack revenues to pencil out. Whether bidding a massive utility-scale asset into day-ahead markets or optimizing a distributed commercial fleet against local tariffs, operators rely on sophisticated software to execute complex, real-time algorithms. This panel debates between maximising short-term revenue through aggressive cycling versus protecting long-term warranty and degradation curves.

  • Who dictates the revenue strategy, and how does software programmatically execute those rules?
  • Front-of-the-Meter (FTM): Navigating shifting value pools in ISO ancillary service markets, real-time energy arbitrage, and frequency regulation.
  • Behind-the-Meter (BTM): Optimizing distributed commercial fleets for demand-charge reduction, time-of-use arbitrage, and localized value stacking.

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Session 5B

Workforce, labor compliance, O&M capacity

09:15

Navigating prevailing wage and apprenticeship compliance

presentation

20 min.

The Inflation Reduction Act incentivizes clean energy development, but maintaining tax credit value requires continuous labor compliance throughout the asset lifecycle, not just at construction. This presentation breaks down the administrative and operational requirements for asset managers overseeing contracted field teams, with a focus on the documentation gaps that most commonly trigger clawback risk

  • Audit contractor documentation to ensure compliance with federal prevailing wage and registered apprenticeship ratios across distributed field teams.
  • Mitigate financial penalties and tax equity clawback risks caused by reporting gaps in field labor records.

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09:35

Building scalable O&M academies: fast-tracking technician training and career pathways

presentation

20 min.

As portfolio sizes scale exponentially, relying solely on third-party talent acquisition is no longer viable. This case study demonstrates how asset owners and major O&M providers are building internal workforce development pipelines to recruit, train, and retain high-voltage technicians, moving from reactive hiring to structured talent infrastructure.

  • Structure internal training academies that compress time-to-field-readiness without compromising safety standards.
  • Establish career progression frameworks that reduce field technician turnover and preserve institutional knowledge across a scaling portfolio.

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09:55

Bridging the skills gap: sourcing, training, and retaining specialized O&M technicians

panel

40 min.

The skills gap is not going away! So the question is not how to close it but how to operate successfully despite it. This panel brings together asset managers, O&M service providers, and labor experts to debate practical strategies for expanding field capacity and improving site-level response times.

  • Address competition for skilled labor across solar, BESS, and broader industrial electrical sectors.
  • Evaluate the cost-benefit ratio of in-house O&M workforce expansion versus specialized third-party contracting.
  • How leading operators are building asset management models that reduce dependence on scarce field labor through smarter technology deployment, remote operations, and tiered response structures.

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10:35

Morning networking break

Session 6A

Hybrid retrofits, repowering & hardware execution

11:20

Hybrid hardware integration: making the right retrofit decisions before the wrong ones become expensive

40 min.

Workshop

Adding battery storage to an operating solar asset is one of the most consequential capital decisions an asset manager makes, and one of the most frequently underestimated. This workshop moves beyond theory to examine real retrofit scenarios, guiding participants through the key decision points that separate a well-executed hybrid integration from one that creates years of operational and financial drag.

  • Understand the core trade-offs between different retrofit configurations.
  • Evaluate how configuration decisions impact initial capital expenditures and long-term operational costs.
  • Identify site-level constraints that commonly derail hybrid retrofit timelines and budgets before the engineering phase even begins.

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12:00

Identifying financial triggers for repowering and adding BESS

panel

40 min.

Determining when an aging asset should undergo a full repowering or BESS retrofit requires balancing technical degradation against capital expenditure and market opportunity, but this calculation is increasingly complex. This panel brings together utility-scale and distributed asset owners alongside financial advisors to evaluate the exact tipping points that justify project recapitalization.

  • Model the threshold where accelerating hardware failure and lost revenue outweigh repowering capital costs.
  • Evaluate the economic uplift of co-locating battery storage to capture curtailed energy and access new ancillary markets.
  • Structure repowering investments to preserve existing interconnection rights and maximize available tax incentives.
  • Assess how the post-OBBBA tax credit landscape has changed the repowering calculus.

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Session 6B

Community management, land stewardship & license to operate

11:20

Agrivoltaics, biodiversity, and site-level land stewardship in practice

40 min.

Workshop

Physical site management extends far beyond mowing grass and spraying weeds. This practical workshop explores active land stewardship techniques, including managed grazing, pollinator habitats, and soil conservation, demonstrating how thoughtful vegetation management reduces operational expenditure while strengthening local support.

  • Calculate the operational savings of managed sheep grazing and native vegetation programs compared to mechanical mowing.
  • Draft land management agreements that satisfy local agricultural requirements and municipal permitting conditions.
  • Measure soil health and biodiversity metrics that support corporate ESG reporting and community relations.

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12:00

Community management and securing the long-term social license to operate

panel

40 min.

A solar asset's relationship with its host community is an operational factor that weighs across a 30–40 year asset life. Local opposition, shifting county ordinances, and landowner disputes are not legacy issues from the permitting process: they are live AM risks that affect site access, staff recruitment, decommissioning obligations, and ultimately asset value. This panel explores how asset managers build and maintain the community relationships that determine whether an asset can operate as designed for its full intended life.

  • Implement proactive community engagement frameworks that address local concerns regarding noise, visual impact, and land use.
  • Navigate shifting county-level tax assessments, decommissioning bond requirements, and zoning ordinance adjustments.
  • Establish effective communication channels with host landowners to resolve property access and maintenance disputes quickly.

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12:40

Networking lunch break

Session 7A

Asset longevity & circular decommissioning

14:15

Managing the midlife crisis of assets beyond reactive O&M

panel

40 min.

When solar plants reach years 10 through 15, component degradation, inverter obsolescence, and cumulative wear require a shift from routine maintenance to strategic asset rehabilitation. This panel discusses how asset managers prioritize capital expenditures to extend useful life and prevent catastrophic production drops.

  • Diagnose root causes of midlife underperformance, including PID, cell cracking, and legacy inverter component failures.
  • Using infrared thermography (IR tracing) to reveal the true extent of module-level degradation in assets.
  • Manage supply chain challenges when sourcing replacement parts for discontinued or out-of-warranty equipment.
  • Establish capital expenditure allocation strategies that balance targeted component replacements against full site repowering.

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15:00

Module recycling in North America: logistical realities, regulatory mandates, and decommissioning economics

panel

40 min.

Planning for asset retirement requires accurate financial modeling of decommissioning costs, salvage values, and environmental compliance. This panel brings together recycling providers, EPCs, and regulatory specialists to analyze the reverse supply chain, transport logistics, and emerging recycling regulations shaping end-of-life solar management.

  • Model true decommissioning costs, taking into account site remediation, heavy equipment logistics, and scrap metal recovery.
  • Evaluate the commercial maturity and economics of secondary markets for operational decommissioned modules.
  • Navigate emerging state-level Extended Producer Responsibility (EPR) regulations and landfill diversion mandates.
  • Evaluate the commercial maturity and cost structures of secondary module markets and specialized recycling facilities.

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Session 7B

Extreme weather resilience & the insurance crisis

14:15

O&M best practices for protecting assets in an increasingly unpredictable climate

panel

40 min.

With extreme weather events testing the limits of solar infrastructure, passive strategies are no longer sufficient. This panel brings together O&M leaders and field directors to debate tactical response playbooks during high-risk weather events, evaluating the decisions required to protect assets during high-risk events such as Texas hailstorms and California wildfires.

  • Coordinating the split-second operational response between weather-tracking software, tracker APIs, and remote control centers.
  • Stress-testing hardware durability limits and analyzing real-world tracker response times to ensure successful defensive posturing.
  • Calculating the cost-benefit analysis of preventative vegetation management versus the financial impact of wildfire damage and severe ash soiling.

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15:00

Navigating skyrocketing insurance premiums and uninsurable risks

panel

40 min.

The rising frequency of severe weather events has caused a hard insurance market, with premiums soaring and deductibles for natural catastrophes (NatCat) reaching project-threatening levels.

  • How operational excellence and preventative mitigation can lower premium costs.
  • Exploring alternative risk transfer models and captive insurance solutions.

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15:40

Afternoon networking break

Session 8

The future of asset management in North America

16:25

Fast-forward scenario planning for the next era of asset management

panel

40 min.

To close the summit on a visionary, high-energy note, this session puts senior leaders in the hot seat. Rather than looking back, panelists are forced to navigate hypothetical yet highly probable market scenarios over the coming years.

  • The "What If" Game: The moderator presents rapid-fire scenarios (e.g., "It's 2030. Curtailment in ERCOT hits 40%. Grid buildout is still stalled. AI load has doubled. What is your commercial strategy?").
  • Debating the final evolution of the asset manager: Will AI fully automate the role, merge completely into energy trading desks, or redefine physical grid constraints?

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17:05

Closing remarks

presentation

10 min.


Got questions?

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Domenica Rodà
Senior Event Manager

For questions about the program and content of the event:

[email protected]

Victor Georgescu
Event Manager

For questions about the program and content of the event:

[email protected]

Maryana Malyshevska
Business Developer

For questions regarding partnership opportunities:

[email protected]