Industry Growth Forum

A clean energy finance conference for participants across banking, private equity, asset management, project development, manufacturing, and corporate purchasing.

Strategic, peer-led discussion for senior leaders across utilities, oil and gas, grids, technology, finance, think tanks, and regulation. Workshops, dinners, and roundtables are intended to produce action plans. The 2027 program is listed as coming soon; no 2027 session titles or speakers are published.

“Collaborative Capital: The Multiplier Effect for Clean Energy” frames a working forum on coordinating investment across public, private, and philanthropic sectors and addressing systemic clean-energy financing challenges. The program combines plenary discussions, facilitated small-group problem solving, and breakouts. Small-group topics include state policy blueprints, low- and moderate-income financial access, tax-credit monetization, the clean-energy capital stack, virtual power plant valuation, local alignment to reduce soft costs, financing data-center growth, solar finance in low-incentive markets, resilience and outage avoidance, first-of-a-kind project financing, turning small projects into investable portfolios, liquidity for CDFIs and green banks, Indigenous and rural capital access, early-stage geothermal exploration, and utility capital for flexible capacity with equitable benefits. Breakouts address how state and local green banks use public seed funding to attract private lenders; philanthropic impact investing and program-related investments; community ownership and retaining wealth locally; philanthropic guarantees and credit enhancements; financing grid modernization, battery storage, and microgrids in disaster-prone regions; and clean-energy finance amid AI-driven growth. The program also includes innovation spotlights. David Crane, CEO of Generate Capital, gives the opening keynote; Amir Kirkwood, CEO of Justice Climate Fund, gives a keynote; and Elizabeth Mahony, Commissioner of the Massachusetts Department of Energy Resources, gives the closing keynote. The forum follows the Chatham House Rule, and solicitation of funding is not permitted.

The forum brings together cleantech innovators, investors, corporates, and other ecosystem participants to address grid stability, water scarcity, waste-to-value, critical minerals, and geopolitical pressures on supply chains and energy security. The program includes a closed-door, peer-level executive roundtable and an opening plenary covering cleantech trends, capital flows, innovation, and the 2027 Global Cleantech 100. Agenda topics include nuclear fuel supply and nuclear supply chains; mineral processing, refining, recovery, and the post-mining supply chain; physical AI applications in grid construction, critical minerals, and dual-use; data-center power demand, grid capacity, water use, cooling, and wastewater resource recovery. Other sessions address heat resilience, energy efficiency for AI compute, geopolitical risk across energy and cleantech supply chains, and investor perspectives on cleantech funding. Innovation Showcases feature cleantech companies presenting technologies and business models.

AGA’s Financial Forum provides a unique opportunity for energy industry executives, security analysts, portfolio managers, rating agencies and bankers to meet to evaluate the outlook for the energy industry and individual companies.

Energy industry executives, security analysts, portfolio managers, rating agencies, and bankers meet to evaluate the outlook for the energy industry and individual companies.

The forum examines North American power markets across renewables, conventional generation, utilities, data centers, commercial and industrial offtakers, and government. Topics include energy-policy consistency and consequential legislation; the effects of tariffs, tax-credit regulation, geopolitical conflict, interest rates, and industry consolidation on costs and demand; FERC interconnection reform and transmission investment; and whether domestic solar and storage manufacturing can compete under changing trade and incentive rules. The program also addresses data-center and AI-driven load growth, local opposition and project approvals, equipment and workforce constraints, powered land, gas paired with battery storage, battery operations and project economics, and mergers and acquisitions in power development. Other sessions examine hyperscaler nuclear strategies, clean firm and dispatchable power, long-duration storage, geothermal, small modular reactors, gas with CCS, aging renewable assets, behind-the-meter storage, large-load flexibility, and utility–data center collaboration. Roundtable topics include understanding FEOC and tariffs, overcoming local opposition, operations and maintenance, flexibility programs, EPC partnerships, and behind-the-meter projects.

The program combines a shared market program with concurrent Capital, Markets & Deal Strategy and Energy Innovation & Investment tracks. Sessions address capital availability, tax equity and credit transfers, private credit, project bankability, investment risk, insurance, and the effects of policy and market changes on project finance. Topics include macroeconomic and geopolitical forces affecting U.S. energy investment; capital deployment across renewables, gas-fired generation, storage, transmission, and digital infrastructure; financing firm power amid rising electricity demand; and project-finance trends and capital sources. The innovation track covers emerging energy asset classes, post-tax-credit renewable and storage economics, AI and data-center power demand, permitting and commercialization barriers, small modular reactor economics, construction risk, geothermal, long-duration storage, and distributed energy. Closing discussions consider which energy technologies and business models may scale by 2030, what makes infrastructure bankable, and investment lifecycle strategies including M&A, value creation, and exits.

The program covers electricity demand from data onshoring and options for expanding grid generation and infrastructure; agrivoltaics combining cattle grazing with solar; and collaborative, technology-neutral ways to meet Tennessee’s demand for reliable, affordable power. A panel on the Nuclear Lifecycle Innovation Campus focuses on research, industry collaboration, technology development, and resource recovery across the nuclear lifecycle. Power Moves discussions highlight advanced-energy projects, technologies, and investments, including work by Centrus Energy, Kairos Power, and Type One Energy. Power Pitches are grouped around the future of energy, nuclear materials, advanced materials, and manufacturing. The event also presents the Thomas B. Ballard Advanced Energy Leadership Award and includes a featured address on energy innovation and U.S. energy security.