May 16-17, 2016: Carlsbad, California

2016 Agenda

Conference Tracks

The Sustainable Economy

Internet of Things

Smart Cities

Energy

Monday, May 16, 2016

12:00 PM REGISTRATION OPENS

2:00 PM WELCOME AND REMARKS

Alan Murray, Editor, Fortune

2:05 PM ON THE ROAD TO THE FUTURE

Electrification, ride sharing, self-driving cars: the auto industry is changing dramatically. Ford’s leader discusses the road ahead.
Bill Ford, Executive Chairman, Ford Motor Company
Interviewer: Alan Murray, Editor, Fortune

2:30 PM THE CIRCULAR ECONOMY 2.0

The European Union recently put out a new directive that now requires every consumer goods maker to have more circularity. In America, the millennial generation prefers products that don’t harm the environment. What does this mean in practice? How can the world’s consumer companies make better use of energy, land, water and materials when manufacturing their products? How can technology and the Internet of things help make industrial processes more circular? What constitutes best in class?
Steve Howard, Chief Sustainability Officer, IKEA Group
Kathleen McLaughlin, Chief Sustainability Officer, Walmart; President, Walmart Foundation
Bea Perez, Chief Sustainability Officer, The Coca-Cola Company
Moderator: Brian O’Keefe, International Editor and Co-chair, Brainstorm E, Fortune

3:00 PM DEBATE: AMERICA AFTER PARIS

World leaders finally agreed to a comprehensive climate plan last year in Paris. Now it’s up to each country to implement strategies to reduce carbon emissions. In the U.S., President Obama has driven his agenda almost entirely through regulatory action. What will happen when a new administration takes over in January? Would a Republican president have the power to dismantle Obama’s legacy? How will a Democratic president keep Obama’s momentum going? In either case, what would this mean for business?
Steven Chu, Professor of Physics and Molecular & Cellular Physiology and William R. Kenan Jr. Professor of Humanities and Sciences, Stanford University
James Connaughton, President and CEO, Nautilus Data Technologies
David Sandalow, Inaugural Fellow, Center on Global Energy Policy, Columbia University
Moderator: Rik Kirkland, Partner, Global Publishing, McKinsey & Company

3:30 PM A FORMULA FOR DISRUPTION

Innovation is the key to driving the world toward a low-carbon economy but how can we best support the most entrepreneurial and talented disruptors, both here and in the developing world? Our speakers argue that what’s needed are new and novel, holistic approaches to our seemingly intractable and disaggregated, and too often siloed problems.
Andy Karsner, Managing Partner, Emerson Collective; Space Cowboy, Google X; Precourt Energy Scholar, Stanford University
Hal Harvey, Chief Executive Officer, Energy Innovation: Policy and Technology LLC
Moderator: Brian Dumaine, Senior Editor at Large and Co-chair, Brainstorm E, Fortune

3:55 PM THE NEW ECO-MODERNISM: CAN TECHNOLOGY SOLVE RESOURCE SCARCITY?

Traditional environmentalism argues that society should harmonize with nature. Some argue that this approach has failed and what is needed is a new way to think about our relationship to the world’s resources. Eco-modernism is about finding new technologies and financing models that allow humans to prosper while using less land, water, fuel, and energy  and interfering less with the natural world. How does this work?
Dickon Pinner, Director, McKinsey & Company
Michael Shellenberger, Founder and President, Environmental Progress
Maryrose Sylvester, President and CEO, Current, powered by GE
Moderator: Katie Fehrenbacher, Senior Writer and Co-chair, Brainstorm E, Fortune

4:20 PM BREAK

4:40 PM A VETERAN OF THE GLOBAL ENERGY WARS LOOKS AHEAD

After stints at the World Bank and on Wall Street, this international banker shares her perspective on the energy race in India, China and Africa.
Afsaneh Beschloss, President And CEO, The Rock Creek Group
Interviewer: Dan Primack, Senior Editor and Co-chair, Brainstorm TECH, Fortune

4:55 PM SOLVING THE DEVELOPING WORLD’S CARBON CHALLENGE

Over the next century, most of the growth in greenhouse gas emissions will come from the developing world. Nations in these regions are trying hard to embrace clean energy, yet plans remain to build scores more of coal plants, currently the cheapest source of power. To meet the carbon reduction goals agreed upon in Paris, the developing world will need to find substitutions. Can natural gas and nuclear plants replace coal to provide a steady, affordable stream of 24/7 power? What are the political and economic barriers that could prevent this from happening?
Kate Gordon, Vice Chair, Climate and Sustainable Urbanization, Paulson Institute
TK Kurien, Executive Vice Chairman, Wipro
Moderator: Dickon Pinner, Director, McKinsey & Company

5:15 PM THE RACE OF OUR LIVES

Humankind has reached a pivotal moment and is now facing some existential questions: Will the rapid progress of new technology be enough to solve the problems created by the steady march of population in a world with increasingly strained resources? Do we have enough oil to last us until whatever comes next in energy? Can we grow (and distribute) enough food.
Jeremy Grantham, Co-founder and Chief Investment Strategist, GMO LLC
Interviewer: Brian O’Keefe, Fortune

5:35 PM CAN CALIFORNIA GO 50% RENEWABLE BY 2030?

Governor Brown has set an audacious goal to convert half of the state’s electric grid to solar, wind and other low carbon sources in 15 years. Is this possible?
Anthony Earley, Chairman, CEO and President, PG&E Corp.
Danny Kennedy, Managing Director, Clean California Energy Fund
Alex Laskey, President and Founder, Opower
Moderator: Brian Dumaine, Fortune

6:00 PM RECEPTION

7:00 PM DINNER

8:30 PM NIGHTCAP UNDER THE STARS

THE VIEW FROM SPACE
George Whitesides, Chief Executive Officer, Virgin Galactic and The Spaceship Company
Interviewer: Michal Lev-Ram, Senior Writer and Co-chair, MPW Next Gen and Brainstorm TECH, Fortune

SPECIAL PERFORMANCE
Chuck Leavell, Musical Director and Keyboardist for The Rolling Stones

9:10 PM CLOSE

Tuesday, May 17, 2016

7:00 AM REGISTRATION OPENS

7:45 AM BREAKFAST ROUNDTABLES

BATTERIES & STORAGE: A REALITY CHECK
Batteries and energy storage have the potential be a game changer for the power grid, clean energy, and transportation. But what markets are making money now and what ones will be big in the future? And which technologies are showing the most promise? Learn about the biggest opportunities for batteries and energy storage and hear from the leaders in the trenches.
Tim Hennessy, President and COO, Imergy Power Systems
Ron Jarvis, Vice President, Environmental Innovation, and Chairman, Sustainability Council, The Home Depot
Carlo Napoli, Head of Open Innovation Culture and Project Portfolio, Enel
Steve Vassallo, General Partner, Foundation Capital
Ryan Wartena, Co-founder and CEO, Geli
Moderator: Katie Fehrenbacher, Fortune

PHILANTHROPY GOES GREEN
America’s major philanthropic organizations are beginning to play a new and larger role in the cleantech revolution. Some, like the Rockefeller Brothers, are leading the fossil fuels divestment movement. Others, like family offices and the Packard and Bloomberg foundations, are investing directly in cleantech companies. What’s the best way for nonprofits and families to drive us toward a low carbon economy? What new models of finance will work best?
Régine Clément, Chief Executive Officer, CREO Syndicate
Susan Mac Cormac, Partner, Morrison & Foerster
Michael Northrup, Program Director, Sustainable Development, Rockefeller Brothers Fund
Jason Scott, Co-managing Partner and Director, Encourage Capital
Lee Stein, Founder and Chairman, Prize Capital; Chairman and CEO, Virtual Group
Moderator: Nicholas Moore Eisenberger, Founder, Pure Energy Partners

THE WATER REVOLUTION
Climate change has brought severe drought conditions to Australia, China, and the Western United States. Some experts argue that four years of drought in Syria helped contribute to its civil war. If the world is to avoid more mass migrations of refugees and food shortages, it must find sustainable ways to protect, preserve, and increase our water supply. How do we prevent the next Flint, Michigan? What roles will big data, the Internet of things, and advanced irrigation and desalination technologies play? How can governments and the private sector work together and raise the financing to insure a plentiful supply of Earth’s most precious commodity? Where is there money to be made?
David Arison, Vice President, Global Business Relations, Miya
Andrew Benedek, Chairman and CTO, Anaergia
Robin Gilthorpe, Chief Executive Officer, WaterSmart Software
Heiner Markhoff, President and CEO, Water & Distributed Power, GE Power
Will Sarni, Director and Practice Leader, Water Strategy, Social Impact Services, Deloitte Consulting LLP
Michael Sullivan, Global Leader, IBM Smarter Water, IBM
Moderator: Eric Pooley, Senior Vice President, Strategy and Communications, Environmental Defense Fund

ARE NEXT GEN NUKES READY FOR PRIME TIME?
The world needs clean energy and lots of it. Solar, wind, and hydro won’t get us anywhere near our climate goals. China knows this and has an aggressive nuclear program. Nuclear power, however, remains expensive. In North America, 48 companies, backed by more than $1.6 billion in private capital, are developing plans for advanced nuclear reactors. What new technologies are on the horizon that can make this carbon-free power source more desirable?
Josh Freed, Vice President, Clean Energy Program, Third Way
Eric Ingersoll, Chief Executive Officer, Energy Options Network
Simon Irish, Chief Executive Officer, Terrestrial Energy
Jessica Lovering, Director of Energy Research, Breakthrough Institute
Lee McIntire, Chief Executive Officer, TerraPower
Jens Meyerhoff, Chief Commercialization Officer, Tri Alpha Energy (TAE)
Moderator: Brian O’Keefe, Fortune

CLEAN INVESTING: DARKEST BEFORE THE DAWN?
2015 was a horrendous year for cleantech investing. The shares of solar and wind companies have been hammered, and the prices of yeildcos, which provide funding for clean energy projects, have collapsed. Some of these investment vehicles are even under investigation. Some argue that the Paris agreement will send a market signal that it’s safe to get back into cleantech. Are the optimists right?
Chris Buddin, Global Head, Clean Technology and Renewables (CTR) Group, Goldman Sachs
David Danielson, Assistant Secretary for Energy Efficiency and Renewable Energy, Department of Energy
Peter Davidson, Co-founder and CEO, Aligned Intermediary
Bob Perciasepe, President, Center for Climate and Energy Solutions (C2ES)
Theodore Roosevelt IV, Chairman, Cleantech Initiative, and Managing Director, Investment Banking, Barclays
Moderator: Dan Primack, Fortune

8:45 AM SWITCH BREAK

9:00 AM THE ZERO ENERGY CITY

San Diego has become the first major American city to pass a law to cut its greenhouse gas emissions by half by 2030. Other cities have ambitious programs to apply the Internet of things and big data to cut carbon, relieve traffic congestion and air pollution, and generally make our cities more livable. Tens of billions of devices and systems are connecting online, allowing revolutionary changes to how things are done, from improving traffic flows, to boosting building efficiency and maximizing water use, to mention just a few. Some say this is a trillion-dollar opportunity. Who will the players be, and which applications show the most promise? What works?
Glenn Lurie, President and CEO, AT&T Mobility and Consumer Operations
Bill Ritter, Founder and Director, Center for the New Energy Economy, Colorado State University
Eric Spiegel, President and CEO, Siemens USA
Moderator: Andrew Shapiro, Founder and Partner, Broadscale Group

9:25 AM HOW TECHNOLOGY IS ROCKING CITY LIFE

A talk with a former deputy mayor of New York on how Google is trying to green our cities.
Dan Doctoroff, Chief Executive Office, Sidewalk Labs
Interviewer: Dan Primack, Fortune

9:40 AM THE ENERGY PATH TO 2030

President Obama has pledged that America will reduce carbon dioxide emissions by 32% from 2005 levels by 2030. What does this mean for the economy? What will our energy mix look like in 15 years if we’re to meet that target? How big will renewables be and what policies will be needed to scale them? What would the grid look like if we used renewables in the right way?
Chris Brown, President, Vestas-American Wind Technology
Chris Buddin, Global Head, Clean Technology and Renewables (CTR) Group, Goldman Sachs
Dan Reicher, Executive Director, Steyer-Taylor Center for Energy Policy and Finance, Stanford University
Moderator: Scott Jacobs, Co-founder and CEO, Generate Capital

10:05 AM BUILDING THE ENERGY FUTURE

From the Hoover Dam to the massive Ivanpah solar facility in the Mojave Desert, global construction giant Bechtel has built some of the largest energy infrastructure projects in history. What will be the biggest energy projects of the next decade be? And what will those investments mean for all of us?
Brendan Bechtel,  President and COO, Bechtel Group Inc.
Interviewer: Brian O’Keefe, Fortune

10:20 AM BREAK

10:45 AM IN THE KITCHEN WITH KIMBAL MUSK

Elon Musk isn’t the only one in his family driving revolutionary thinking. A talk with Kimbal Musk about his fast-growing farm-to-table restaurant business.
Kimbal Musk, Co-founder, The Kitchen
Interviewer: Beth Kowitt, Senior Writer and Co-chair, MPW Next Gen, Fortune

11:00 AM BIG FOOD VS SMALL FOOD

Upstarts are challenging the big food companies. Hampton Creek got sued by Unilever over its vegan mayo. Ripple Foods, an Emeryville, Calif., company, is selling a milk made of split yellow peas. The substitute milk market (including almond milk) is now $2 billion. The point is that millennials want pure, healthier, sourced food with lots of options, and the conventional food industry is struggling to make these changes, while keeping their margins. Who will the winners and losers be?
Suzanne Ginestro, Chief Marketing and Innovation Officer, Campbell Fresh, Campbell Soup Co.
Paul Lightfoot, Chief Executive Officer, BrightFarms
Adam Lowry, Co-founder and Co-CEO, Ripple Foods
Moderator: Beth Kowitt, Fortune

11:25 AM THE BUSINESS OF NATURE

Dow Chemical, a big user of oil and gas, has ambitious goals to reduce its carbon footprint. What’s the route to future profitability and how does that square with short-term pressure from Wall Street?
Andrew Liveris, Chairman and CEO, The Dow Chemical Company
Interviewer: Alan Murray, Fortune

11:45 AM THE 21ST-CENTURY SMART GRID

Distributed solar generation, energy storage, and smart grids are disruptive technologies that will transform the way that energy is produced, regulated, and consumed. Pair solar with batteries and smart microgrid technology and individuals and businesses will be able cut the cord to the old grid. What are the challenges and opportunities that this disruptive technology poses to utility companies, the upstarts, and other stakeholders? Looking ahead, what are the business models that will work?
Nicholas Akins, Chairman, President and CEO, American Electric Power Company, Inc.
Susan Kennedy, Founder and CEO, Advanced Microgrid Solutions
John M. Woolard, Vice President of Energy, Google
Moderator: Katie Fehrenbacher, Fortune

12:10 PM KEEPING THE FAITH

David Crane ran NRG hoping to make clean energy mainstream. It didn’t quite work out. Here’s what he learned.
David Crane, Former President and CEO, NRG Energy
Interviewer: Andrew Shapiro, Founder and Partner, Broadscale Group

12:25 PM CONCURRENT LUNCH ROUNDTABLES

LIVING WITH FOSSIL FUELS IN A CARBON-CONSTRAINED WORLD
No matter how fast we roll out renewables, fossil fuel will be part of our energy mix for decades to come. The challenge is: how can we live with our carbon infrastructure and still meet our climate goals? What role will nuclear power play? Will natural gas fully replace coal? We have the technology to make carbon capture work but the economics still don’t make sense. What role will efficiency play and what other solutions are on the horizon?
Bill Brown, Chief Executive Officer, NET Power
Matthew Carr, Executive Director, Algae Biomass Organization
Mike Hart, President and CEO, Sierra Energy
Jennifer Holmgren, Chief Executive Officer, LanzaTech
Dhiraj Malkani, Investment Director, SAEV
Molly Morse, Co-founder and CEO, Mango Materials
Diane Regas, Executive Director, Environmental Defense Fund
Moderator: Roger Ballentine, President, Green Strategies, Inc.

COMPANIES AND CLIMATE CHANGE: TAKING ACTION TO THE NEXT LEVEL
There’s a lot of talk in the C suite about how to reduce waste, boost energy efficiency and embrace renewables, but progress so far has been scattershot. What technologies and strategies work best to reduce a corporation’s carbon footprint? How can the private sector best work with the environmental community to drive radical change in the pursuit of the zero energy corporation?
Allan Schurr, President, Edison Energy
Swapnil Shah, Co-founder and CEO, FirstFuel Software
Marty Spitzer, Director, U.S. Climate and Renewable Energy Policy, World Wildlife Fund
Letha Tawney, Director of Utility Innovation, World Resources Institute
Bill Weihl, Director of Sustainability, Facebook
Henri Winand, Chief Executive Officer, Intelligent Energy
Moderator: Suzanne Shelton, President and CEO, Shelton Group

CHINA EMBRACES THE LOW CARBON ECONOMY
China needs energy and lots of it, but it has realized that it can’t continue with business as usual. To tackle carbon emissions and air pollution, the country has become a leader in clean technology by embracing, wind, solar, nuclear, electric cars, and carbon capture. What’s working and what’s not? Will China—as President Xi pledged in Paris—be able to stop its carbon emission growth by 2030?
Feng An, President and Executive Director, U.S.-China Clean Tech Center (UCCTC)
Michael Chui, Partner, McKinsey Global Institute
Kate Gordon, Vice Chair, Climate and Sustainable Urbanization, Paulson Institute
Andy Karsner, Managing Partner, Emerson Collective; Space Cowboy, Google X; Precourt Energy Scholar, Stanford University
Moderator: Brian Dumaine, Fortune

THE WAR AGAINST SOLAR
Nevada regulators recently decided to gut the state’s net metering policy and charge residential solar customers for using the grid, making residential solar uneconomical. Installers such as SolarCity and Vivint Solar are pulling out of the state. Will this trend spread to other states? What does it mean for the future of solar?
Nathan Lewis, George L. Argyros Professor of Chemistry, California Institute of Technology
J.P. McNeill, Co-founder and CEO, Renovate America
Tom Soto, Managing Director, TCW|Craton
James Tong, CEO, Advanced Grid Consulting
Moderator: Katie Fehrenbacher, Fortune

GREENING TRANSPORTATION
We use our cars only 4% of the time, which means that we allow some $20 trillion worth of assets to sit idle 23 hours a day. A growing number of businesses see a huge opportunity in finding ways to let us share our cars. Already there are 1.7 million car-sharing members in 27 countries with about half of these in the U.S. Experts estimate that global car sharing services revenue will grow from $1 billion in 2013 to $6.2 billion by 2020. In this new world, what is the role for self-driving cars, electric and hydrogen vehicles, and automotive connectivity? Who will be the winners and losers?
Alex Benn, Chief Operating Officer, Turo
Kaye Ceille, President, Zipcar
Paul DeLong, President and CEO, car2go NA
Stefan Heck, Co-founder and CEO, NAUTO; Consulting Professor, Stanford University Precourt Institute for Energy
Brook Porter, Partner, Green Growth Fund, Kleiner Perkins Caufield & Byers
Moderator: Michal Lev-Ram, Fortune

2:00 PM COOL COMPANIES COMPETITION

COOL COMPANIES COMPETITION
Cleantech entrepreneurs make their four-minute elevator pitches to a distinguished panel of investors, who will grill them on their ideas. Who has the best business plan? The audience gets to vote.
Gabe Blanchet, Co-founder and CEO, Grove
Tom Cridland, Chief Executive Officer, Tom Cridland
Huda Elasaad, Co-founder, PV Pure
César Martinell, Chairman, Barcelona Housing System

Judges:
Ilan Gur, Founding Director, Cyclotron Road
Dhiraj Malkani, Investment Director, SAEV
Abe Yokell, Partner, RockPort Capital Partners
Moderator: Dan Primack, Fortune

2:25 PM THE COMING AGRICULTURAL REVOLUTION

Monsanto’s chairman and CEO talks about new ways to feed a growing world while limiting harm to the environment.
Hugh Grant, Chairman and CEO, Monsanto
Interviewer: Alan Murray, Fortune

2:45 PM THE IVORY WARS

More than 30,000 elephants are killed every year for their ivory tusks. National Geographic Fellow and Chief Correspondent Bryan Christy spent over a year tracking African ivory poachers through GPS hidden in fake elephant tusks.  Joining Christy is National Geographic Society’s Chairman Jean Case, an explorer in her own right, who shares where the 128-year-old institution is headed in the future.
Jean Case, Chief Executive Officer, Case Foundation; Chairman, National Geographic Society
Bryan Christy, Fellow and Chief Correspondent, National Geographic
Moderator: Jennifer Reingold, Editor at Large and Co-chair, MPW Summit, Fortune

3:10 PM WILL THE BILL GATES CLIMATE CHANGE STRATEGY WORK?

Bill Gates and a group of billionaires formed the Breakthrough Energy Coalition and pledged to spend billions on cleantech R&D in order to find the technological breakthroughs they say are needed to decarbonize the economy. There’s nothing wrong with R&D spending, but a number of critics argue that Gates’ money would be much better spent on funding and scaling existing renewable technology. In a recent report, Goldman Sachs concluded that the most effective midterm solution for lowering carbon emissions—and making money—is backing existing technologies that are ready to scale. In fact, the banks believe that the majority of investor dollars should go only to four technologies: solar photovoltaics, onshore wind, LED lighting, and electric cars. Who’s right?
Stephan Dolezalek, Managing Director, Resourcient Capital Partners
Nancy Pfund, Founder and Managing Partner, DBL Partners
Moderator: Brian Dumaine, Fortune

3:35 PM BREAK

4:00 PM A FATHER AND SON CONVERSATION ON CLIMATE CHANGE

A Columbia professor and clean tech entrepreneur talks with his son, a clean tech investor, about generational differences in their attitudes toward climate change and radical solutions to the world’s most pressing problem.
Nicholas Moore Eisenberger, Founder, Pure Energy Partners
Peter Eisenberger, Co-founder and Chief Technology Officer, Global Thermostat LLC
Moderator: Brian Dumaine, Fortune

4:15 PM LEVERAGING THE INTELLIGENT MACHINE REVOLUTION

Thanks to ubiquity of sensors, today’s corporations are awash in big data flows. How can business best make use of all this information and the internet of things to make their operations more efficient and sustainable?
Ben Bixby, Director, Energy and Enterprise, Nest Labs
Sheeraz Daniel Haji, Managing partner, zipdragon ventures
Davida Herzl, Co-founder and CEO, Aclima
Moderator: Michal Lev-Ram, Fortune

4:40 PM POWERED BY THE SUN

Erica Mackie, co-Founder and CEO of the non-profit GRID Alternatives, wants to bring clean energy and jobs to low-income neighborhoods. One of her solar installation supervisors, Diana Adams, talks about how the solar industry changed her life.
Erica Mackie, Co-Founder and CEO, GRID Alternatives
Diana Adams, Solar Installation Supervisor, GRID Alternatives
Moderator: Jennifer Reingold, Fortune

5:00 PM CLOSING RECEPTION