Leveraging Capital for Energy Efficiency Investments in MUSH Buildings

Actions and Detail Panel

Sales Ended

Date and time


Pacific Energy Center

851 Howard Street

San Francisco, CA 94103

View map


Availability of capital, emerging technologies and innovative transaction structures provide ample opportunities for utility customers to finance energy efficiency (EE) upgrades. The MUSH (Municipalities, Universities, Schools and Hospitals) market has traditionally been at the leading edge for energy efficiency improvements, often leveraging publicly subsidized financing programs; however these programs are limited in total available funding. Considerable opportunities exist within this sector to finance comprehensive EE projects, yet many projects remain unfunded.

Come engage in a dynamic discussion with California IOU representatives and industry leaders in technology, policy, financing, development and more, as they discuss the current state of the market, barriers to EE project implementation, and strategies for aligning EE financing providers with building owners that are making those investment decisions.

Who Should Attend?

Building owners and operators, policy makers, project financiers, technology developers, entrepreneurs, project developers, implementers, ESCOs.

Agenda Topics:

  • EE Projects: Project Development to Implementation
  • Emerging Technologies and Approaches to Financing EE Projects in MUSH Facilities
  • Overcoming Investment Hurdles: Putting Ideas into Action

About TRIO
TRIO (Technology Research Innovation Outreach) is a statewide program by the California Investor Owned Utilities (IOUs): Pacific Gas & Electric Company (PG&E), Southern California Edison (SCE), San Diego Gas & Electric (SDG&E) and Southern California Gas Company (SCG). It is designed to nurture new, innovative technologies from entrepreneurs, universities and investor firms by providing information to help them understand the utility environment and tools necessary to develop cost-effective energy efficiency and integrated demand-side management technologies, programs or professional service support.


9:30 AM

Registration and Continental Breakfast

10:00 AM

Welcome and Big Picture

Overview of California utility regulatory structure


Aaron Panzer: Program Lead, Emerging Technologies | PG&E

10:30 AM



Scott Sarazen, Global Cleantech Markets Leader | Ernst & Young

10:40 AM

Current state of EE project market and demand for financing

Current state of market and demand for financing

Identifying hurdles and successes

Discussion Leader: Felix Lopez, Strategic Account Manager, Corporate Accounts – State Agencies, PG&E

Discussion Participants:

Howard Sachs, Manager | Department of General Services

Sandy Goldberg, Senior Counsel | CA Governor’s Office of Planning and Research

Mark Urquhart, Executive Director and Chief Energy Officer | Kaiser Permanente

Joey Barr, Senior Program Manager, Schools | PG&E

11:45 PM


12:45 PM



Scott Sarazen, Global Cleantech Markets Leader | Ernst & Young

1:00 PM

Emerging Technologies and Approaches to Financing

Technologies and financing approaches that may reduce investment risk

Market opportunities

Discussion Leader: Al Gaspari, Principal Product Manager, Financing: | PG&E

Discussion Participants:

Dan Adler, Managing Director | CalCEF

Susan Preston, General Partner | CalCEF Clean Energy Angel Fund

Shami Patel, Venture Partner | Clean Pacific Ventures

2:00 PM


2:15 PM



Scott Sarazen, Global Cleantech Markets Leader | Ernst & Young

2:25 PM

Overcoming Investment Hurdles

Participants will engage in a dynamic discussion about incorporating the vision of the IOUs, CPUC and CAISO for integrating investments into operational realities.

The EE Project Cycle and value chain of stakeholders

Decision making process

Discussion Leader: Steve McCarty, CEO | McCarty LLC

Discussion Participants:

Lance Weislak, Director of International Finance | Chevron Energy Solutions

Elisabeth Russell, Special Projects Manager | Association of Monterey Bay Area Governments

Andrew Meiman, Principal | Newcomb Anderson McCormick (NAM)

Mark Zimring, Program Manager, Electricity Markets and Policy | Lawrence Berkeley National Laboratory

3:30 PM

Financing Opportunities

The role of utility financing


Al Gaspari, Principal Product Manager, Financing | PG&E

3:50 PM



Aaron Panzer: Program Lead, Emerging Technologies | PG&E

Save This Event

Event Saved