Colorado Springs, Colorado

Buses Depart The Broadmoor South at 5:30 p.m.

Buses Depart The Broadmoor South at 9:45 a.m.

Arjun Murti has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor, and board member covering the global energy sector. Since November 2021, Arjun has published Super-Spiked, a Substack newsletter and podcast about the energy transition. He spent 15 years of his career at Goldman Sachs. He retired from Goldman Sachs in 2014, after serving as co-director of Americas equity research in addition to his responsibilities as an equity research analyst. Arjun joined Veriten to extend the reach of Super-Spiked and help Veriten’s clients navigate a very messy energy transition environment.

Moderator:
Marc Spieler, Senior Managing Director, Energy – NVIDIA

Panelists:
Chris Ellis, Chief Executive Officer – Edged Infrastructure | Jennifer Ruch, Energy & Sustainability Director – Oracle | Judith Judson, SVP, Energy, North America – Vantage Data Centers | Andy Kirby, Partner, AMERS Data Center Construction - Microsoft

Synopsis:
As digital infrastructure scales at unprecedented speed, data center developers are no longer just tenants of the grid — they’re reshaping it. This power-packed panel brings together industry giants at the center of the load boom to discuss the real-world challenges of deploying at hyperscale. Hear firsthand how the industry is navigating grid congestion, fast-tracking deployments, and partnering with utilities to meet the explosive demands of AI. From permitting delays to power procurement, and utility coordination to policy headwinds, hear how fast we can build the future — directly from those building the digital backbone of the economy

Moderator:
Pablo Vegas, President & CEO – Electric Reliability Council of Texas

Panelists:
Jim Burke, President & CEO – Vistra | Hunter Armistead, Chief Executive Officer – Pattern Energy | Rick Anderson, SVP & SPO – East – Georgia Power

Synopsis:
The explosive growth in power demand from data centers is creating fresh opportunities across the energy sector, pushing both utilities and developers to adapt. Our panelists will address the growing demand for natural gas generation projects to support AI centers, while providing updates on renewable generation efforts aimed at ensuring resource adequacy aligned with federal policies. We’ll explore strategies for meeting this accelerating demand, enhancing grid resilience, and advancing sustainable solutions tailored to data center needs. Additionally, we’ll examine how regulated utilities are shifting beyond traditional rate-based models to capitalize on this transformative growth as a foundation for long-term earnings.

Buses Depart The Broadmoor South at 6:30 p.m.
Concert to follow in The Broadmoor’s Colorado Hall

Synopsis:
Big opportunities, big challenges. The growth outlook for power and utilities has never been brighter, as the sector is central to the data economy and the U.S. manufacturing renaissance. However, these opportunities come with rising challenges, including unprecedented capital needs, execution risks, and a rapidly shifting political/regulatory landscape. Our panel of financial luminaries – leading analyst Steve Fleishman from Wolfe Research, top investment banker George Bilicic from Lazard, and McKinsey Senior Partner Humayun Tai – will share their perspectives on the industry outlook and discuss how companies and investors navigate the road ahead.

Steve Fleishman
Managing Director & Senior Analyst – Wolfe Research
Steve Fleishman is a managing director and senior analyst at Wolfe Research covering the utilities and clean energy sectors. He has been ranked #1 in utilities over 16 times in the Extel “All-America Research Team” poll and was named to the Extel Magazine Research Hall of Fame in 2011. Steve and his team were ranked # 1 in utilities and runner-up in clean energy and midstream in the latest 2024 Extel All-America Research poll. Steve also serves on the executive committee of Wolfe Research.

George Bilicic
Vice Chairman of Investment Banking, Global Head of Power, Energy & Infrastructure – Lazard
George Bilicic heads Lazard’s global power, energy, and infrastructure group, an effort including power and utilities, oil and gas, pipelines and midstream, all aspects of the “energy transition,” infrastructure, agribusiness and nutrition, and certain general industry clients. He also serves on the firm’s global executive committee. George’s areas of activity include mergers and acquisitions, activism and traditional takeover defense, capital structure advice, capital raising, special committee and other board advisory roles, restructurings, long-term client advisory work, and others.

Humayun Tai
Senior Partner – McKinsey
Humayun Tai is a senior partner and leads McKinsey’s global energy and materials sector, which includes the global electric power and natural gas practice. He is also a member of McKinsey’s board. Humayun has worked with energy companies, utilities, private equity players, and clean tech companies over the past 25 years across all aspects of industry disruption, operations, strategy, and growth across electric and gas. He is also a regular panelist and participant in key industry events, including EEI, EPRI, McKinsey@COP26, FT Moral Money, Climate Week, NARUC, Gridweek, Harvard Electricity Policy Group, and senior industry roundtables.

Moderator:
Rob Gramlich, Founder & President – Grid Strategies

Panelists:
Stacey Burbure, SVP, Transmission Business Development & JVs – American Electric Power | Paul Chodak, EVP & COO – Eversource Energy | Melvin Roland, SVP, Transmission – Georgia Power | Toby Thomas, Chief Operating Officer – FirstEnergy

Synopsis:
This panel will delve into the major trends shaping electric transmission with a focus on rising demand, strategic grid modernization, and the integration of clean energy resources. Panelists will highlight key challenges in permitting, workforce readiness, and supply chain resilience, while exploring solutions that can accelerate progress. Ultimately, the panel aims to provide a forward-looking view of how stakeholders can prepare for the evolving grid landscape.

Moderator:

Brian Weisker, Senior Vice President – Duke Energy // President – Piedmont Natural Gas

Panelists:

Tina Faraca, EVP & COO, Natural Gas Pipelines – TC Energy | Cynthia Hansen, EVP & President, Gas Transmission & Midstream – Enbridge | Chad Zamarin, President & CEO – Williams | Bob Myles, CEO, Canadian Utilities Limited – ATCO

Synopsis:

On May 29, the U.S. Supreme Court unanimously ruled that the National Environmental Policy Act (NEPA) is a procedural safeguard – not a substantive barrier – to agency decision-making. This landmark decision curtails judicial overreach and streamlines environmental reviews, paving the way for long-delayed energy infrastructure projects. That same day, Williams Pipeline filed a federal application to revive its NESE project, expanding its Transco natural gas network across New York, New Jersey, and Pennsylvania, with support from the Administration.

Canada is also moving to accelerate approvals for energy infrastructure. For example, the new Canadian federal government has introduced legislation to fast-track projects deemed in the “national interest,” including pipelines and export infrastructure (Bill C-5), and has signaled its interest in regulatory and policy reform to encourage investment. These reforms reflect a broader commitment to enabling infrastructure that meets rising demand from LNG exports, power generation, and data centers.

What impact will these reforms have on the energy market’s ability to serve natural load growth? How can industry capitalize on this momentum to build pipelines and add compression for emerging high-demand sectors?