Covering the new frontiers of the energy transition
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June 12 – 8:00 am – 6:30 pm
Conference

Transition-AI 2025

BOSTON, MA

Energy infrastructure in the era of AI-driven load growth.

About

The Transition-AI series is back in Boston for 2025, with a focus on infrastructure.

The race for AI supremacy is already having a profound effect on developing digital and energy infrastructure.

Tech giants see AI as the next industrial revolution, and are feverishly planning and building new data centers equipped with purpose-built computing, cooling, and power solutions for this new age. Collectively, they are set to spend $320 billion annually on the computing and power infrastructure to support their AI ambitions — with the bulk of that investment in the U.S.

The biggest limiting factor for growth is not chips, servers, or land — it’s energy availability. The urgency to build new data centers quickly, combined with zero-carbon commitments from hyperscalers, is driving innovative thinking around how to develop energy- and resource-efficient computing capacity. It is also raising questions about how to pay for the infrastructure, and how quickly clean, firm options can scale.

Transition-AI 2025 brings together leaders in technology, finance, power markets, and energy and digital infrastructure development to explore how the landscape and options for powering data centers is evolving, and if it still can be accomplished sustainably. Through case studies, interactive discussions, and expert presentations, we’ll examine innovations in planning, developing, powering and financing the infrastructure necessary to meet the demand for AI computing.

For inquiries about media passes, group rates, government discounts, or speaker applications, contact us at events@latitudemedia.com.

For branding and thought leadership opportunities or other sponsorship inquiries, please reach out to advertise@latitudemedia.com.

Transition-AI 2024: Washington DC audience
Transition-AI 2024: Washington DC speakers
I really enjoyed the diversity in expertise and background of the speakers and panelists, and found all of the content very engaging and relevant!
Alexandra Rose – Senior Product Manager, Uplight
Who should attend?

Transition-AI 2025 is designed for decision-makers involved in financing, developing, and operating energy and data center infrastructure. Attendees will include:

  • Clean energy developers and IPPs
  • Project finance leaders from commercial banks
  • Data center operators and developers
  • Distributed energy solution providers
  • Transmission developers
  • Utility finance and strategy executives
  • Infrastructure advisory and risk management professionals
  • Energy policy and regulatory experts
Key themes for Transition-AI 2025

There are many factors that will have large consequences for data center developers and operators, utilities, IPPs, and project financiers:

  • How reliable are power demand forecasts in the face of such a dynamic AI market?
  • How will the new administration benefit or inhibit differing sources of energy?
  • What role will the big oil majors play as they re-examine their strategies around participating in the power market?
  • What role will nuclear play, and how soon should the market take it seriously?
  • How will the market for virtual power plants, distributed energy resources, and microgrids evolve and adapt to a system with very large loads?
  • How will colocation strategies evolve to circumvent interconnection backlogs?
  • Can data centers reliably act as grid assets rather than solely as centers of demand?
  • Is the grid ready to accommodate these large loads at a time when resilience is challenged by increasing weather and wildfire events?
FEATURED SPEAKERS
  • Stephen Lacey

    Latitude Media

    Stephen Lacey

    Executive Editor + Co-founder

    Latitude Media

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    Stephen Lacey is the co-founder and executive editor of Latitude Media and the co-host of Open Circuit. He helps shape editorial coverage, live events, and creative partnerships. He’s a veteran journalist, editor, and producer who’s been running news teams and making audio programming about the clean energy transition for nearly two decades.

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  • Jigar Shah

    Multiplier

    Jigar Shah

    Co-Managing Partner

    Multiplier

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    Jigar Shah is the former Director of the Loan Programs Office for the U.S. Department of Energy. He is the co-host of the Open Circuit podcast. He was co-founder and President at Generate Capital. Prior to Generate Capital, Shah founded SunEdison. After SunEdison, Shah served as the founding CEO of the Carbon War Room.

    Shah was also featured in TIME’s list of the “100 Most Influential People” in 2024.

    Originally from Illinois, Shah holds a B.S. from the University of Illinois-UC and an MBA from the University of Maryland College Park.

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  • Katherine Hamilton
    Katherine Hamilton

    38 North Solutions

    Katherine Hamilton

    Katherine Hamilton

    Co-founder and Chair

    38 North Solutions

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    Katherine Hamilton has helped write the rules of the clean energy economy from every angle. She is the co-host of the Open Circuit podcast. A former utility grid designer, certified energy manager, and private equity advisor, she’s become a top clean energy lobbyist at 38 North, shaping policies from state commissions to Capitol Hill. She knows how energy markets respond to policy shifts because she’s crafted many of those policies herself.

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  • Lara Pierpoint
    Lara Pierpoint

    Trellis Climate

    Lara Pierpoint

    Lara Pierpoint

    Managing Director

    Trellis Climate

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    Lara Pierpoint is passionate about technologies that meaningfully reduce emissions and contribute to a cleaner environment. As the Managing Director for Trellis Climate at Prime, she is demonstrating systems innovation and catalytic investment approaches that will speed commercialization, deployment, and scale-up of climate change mitigation infrastructure.

    Before joining Prime, as co-CEO and a founding member of Actuate, Lara built the Actuate Climate program to design interventions that get emissions-reducing technologies on the ground faster. In December of 2022, Actuate Climate and the Prime team joyfully decided to join forces, and Lara’s team and programs became Trellis Climate.

    Prior to Actuate, Lara worked on energy technology innovation at Exelon. As Director of Technology Strategy for the company, she advised on energy technology trends, invested in early- and mid-stage energy storage companies, and ran Exelon’s partnership R&D program.

    Before her time at Exelon, she directed the Office of Energy Supply Security in the U.S. DOE Office of Policy and Systems Analysis, where she was responsible for policy and analysis related to coal, gas, and nuclear power and energy cyber and physical security. She served as AAAS Congressional Science and Engineering Fellow for the Senate Energy and Natural Resources Committee, focusing on nuclear power and waste issues, energy finance, and electricity storage.

    She received her PhD from MIT in Engineering Systems, studying deployment of advanced technologies for nuclear waste recycling, and she holds dual masters degrees from MIT in nuclear engineering and technology policy. She completed her B.S. in physics at UCLA.

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  • Scott Clavenna

    Latitude Media

    Scott Clavenna

    CEO + Co-founder

    Latitude Media

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    Scott Clavenna is co-founder and CEO of Latitude Media, where he is leading its strategy and expansion into news, industry research, and events on the frontiers of climate technology. He occasionally contributes interviews and commentary pieces to the news site.

    Most recently, Scott Clavenna served as Chairman of Wood Mackenzie Power & Renewables, where he contributed to the strategic guidance of Wood Mackenzie’s work in the global energy transition. Prior to Wood Mackenzie, Mr. Clavenna was the co-founder and CEO of Greentech Media and helped develop it into the leading source of integrated news, industry research, conferences, and executive councils in the clean energy economy. Greentech Media was acquired by Wood Mackenzie in 2016 and in the subsequent 4 years achieved all the goals of the acquisition while expanding its reach and breadth through its integration with acquired organizations and Wood Mackenzie’s power markets and energy transition groups.

    Prior to Greentech Media, Mr. Clavenna was a market analyst in the broadband telecommunications industry in various media and research organizations.

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  • Vijay Gadepally - Transition AI 2025
    Vijay Gadepally

    MIT Lincoln Laboratory

    Vijay Gadepally - Transition AI 2025

    Vijay Gadepally

    Senior Scientist

    MIT Lincoln Laboratory

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    Vijay Gadepally is a Senior Scientist and PI at the MIT Lincoln Laboratory Supercomputing Center and a Visiting Scientist with MIT Connection Science. Vijay is also the Co-founder/CTO of Radium Cloud – a company focused on providing high performance cloud computing for GenAI workloads – and advises multiple early-stage venture backed startups.  At MIT, Vijay was a founding member of the MIT Lincoln Laboratory Supercomputing Center and currently leads numerous research efforts focused on high performance computing, artificial intelligence, high performance databases and environmentally-friendly computing. 

    Vijay holds a M.Sc. and PhD in Electrical and Computer Engineering from The Ohio State University and a B.Tech degree in Electrical Engineering from the Indian Institute of Technology (IIT), Kanpur.  Vijay’s research in high performance computing, artificial intelligence and environmentally-friendly computing has been featured in numerous articles in the popular press and has received numerous scholarly awards from professional societies. Vijay also serves on several advisory committees including those convened by the National Academies, World Economic Forum, and Open Compute Project, amongst others. In 2017, Vijay was named to AFCEA’s inaugural 40 under 40 list and was awarded MIT Lincoln Laboratory’s Early Career Technical Achievement Award. In 2011, Vijay received an Outstanding Graduate Student Award at The Ohio State University.

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  • Duncan Campbell

    Scale Microgrids

    Duncan Campbell

    Vice President

    Scale Microgrids

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    Duncan Campbell is a founding team member at Scale Microgrids. He currently serves as Vice President of Project Development, where his team focuses on designing and evaluating projects using in-house techno-economics and optimization tools. Duncan also is a co-founder of DER Task Force – a distributed energy professional community centered around digital media and physical events. Duncan holds a B.S. in Mechanical Engineering with an Energy Systems concentration from Temple University.

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  • Pier LaFarge

    Sparkfund

    Pier LaFarge

    CEO

    Sparkfund

    Connect via:

    Pier LaFarge is the co-founder and CEO of Sparkfund, a deployment layer for the built environment. Under his leadership, Sparkfund pioneered the Distributed Capacity Procurement (DCP) model, enabling utilities to plan, deploy, and dispatch distributed energy resources (DERs) at the scale and pace necessary to meet load growth demand and unlock the full value of the grid. With over a decade of experience in energy finance and policy, Pier is committed to making buildings a valuable extension of the grid to create a more cost-effective, reliable, and resilient energy system.

    Beyond Sparkfund, Pier serves as a Trustee at The Nature Conservancy’s Maryland and DC chapter and as a Next Gen Strategy Committee member supporting the board of Fidelity Charitable. Previously, he co-founded an energy efficiency finance strategy service at ICF International and led Race to Replace, a statewide clean energy-focused voter registration campaign in Vermont in partnership with the League of Conservation Voters.

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  • Dawn Owens

    Fervo

    Dawn Owens

    Head of Development and Commercial Markets

    Fervo

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  • Caroline Golin

    Google

    Caroline Golin

    Global Head of Energy Market Development and Innovation

    Google

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    Caroline Golin, PhD is the Founder and CEO of Envision Energy Advisors, where she partners across the energy ecosystem to tackle the grid’s most complex challenges through innovation in capital structuring, procurement, and strategic development partnerships.

    Previously, Caroline served as Global Head of Energy Market Development and Innovation at Google, where she led a global strategy team responsible for meeting the company’s energy needs—including its most ambitious sustainability moonshot: achieving full decarbonization of operations by 2030. Managing a multi-billion-dollar portfolio, she and her team pioneered new business models, forged novel partnerships to scale clean technology, and advanced market reforms to power the world’s digital infrastructure with clean energy.

    Caroline holds both a Master’s and PhD from the Georgia Institute of Technology. She lives in Atlanta, Georgia, with her husband and four children.

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  • Tanya Das
    Tanya Das

    Bipartisan Policy Center

    Tanya Das

    Tanya Das

    Director of AI and Energy Technology Policy

    Bipartisan Policy Center

    Connect via:

    Dr. Tanya Das is the Director of AI and Energy Technology Policy at the Bipartisan Policy Center.
    She advances policies at the intersection of energy and technology including applications of AI
    for science and energy and electricity load growth due to data centers.


    Prior, Dr. Das served as Chief of Staff of the Office of Science at the Department of Energy
    where she led initiatives to bolster U.S. competitiveness in emerging technology areas. Prior to
    that she served in Congress as Professional Staff Member on the House Committee on Science,
    Space, and Technology and as a legislative fellow in the Office of U.S. Senator Chris Coons,
    negotiating and advancing bipartisan legislation on energy R&D, tech commercialization, and
    advanced manufacturing.


    A Michigan native, Dr. Das earned her Ph.D. and M.S. degrees in Electrical and Computer
    Engineering from the University of California, Santa Barbara and her B.S. in Electrical and
    Computer Engineering from the University of Michigan, Ann Arbor.

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  • Laura Katzman

    Buoyant Ventures

    Laura Katzman

    Partner

    Buoyant Ventures

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    Laura Katzman is a partner at Buoyant Ventures. She joined the fund 4 years ago while pursuing her MBA & MS Sustainability graduate degrees from the University of Michigan. Previously, Laura helped launch Michigan Climate Venture, the first student-run fund targeting early-stage Climate Tech companies that have massive potential for rapid decarbonization. She is a licensed CPA and worked in the investment management industry for Deloitte and Ares Management, focused on valuations and revenue accounting.

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  • Nic Gladd
    Nic Gladd

    Wilson Sonsini Goodrich & Rosati

    Nic Gladd

    Nic Gladd

    Partner

    Wilson Sonsini Goodrich & Rosati

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    Nic Gladd is a partner in Wilson Sonsini Goodrich & Rosati’s energy and climate solutions practice. Nic’s practice spans the transactional, regulatory, and litigation realms. He advises independent power producers, clean energy project developers, data center developers, technology companies, and investors in complex transactions. He regularly represents clients in proceedings before the Federal Energy Regulatory Commission (FERC), U.S. Circuit Courts of Appeal, and state public utility commissions. And he provides counsel and strategic business advice to entities seeking to interconnect with and participate in the markets administered by PJM, NYISO, ISO-NE, CAISO, SPP, MISO, and ERCOT. He is experienced in helping clients both navigate and shape regulatory frameworks at the federal and state levels, counseling on power market design, and structuring and negotiating commercial agreements for clean energy generation and energy storage projects and operating assets. Before entering private practice, Nic held several high-level positions at FERC, including as legal advisor to both FERC Chairman Kevin J. McIntyre and Commissioner Tony Clark and as an appellate litigator in the FERC Solicitor’s Office.

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  • Dana Guernsey - Transition-AI 2025
    Dana Guernsey

    Voltus

    Dana Guernsey - Transition-AI 2025

    Dana Guernsey

    CEO

    Voltus

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    Dana Guernsey is a leading expert in global energy markets and brings fifteen years of experience developing virtual power plant and demand-side energy management products and first-of-its-kind programs to her role as Chief Executive Officer. Previously, as Chief Product Officer, Dana led the development of Voltus’s technology-enabled distributed energy resource platform, which connects Voltus’s customers and technology partners to the value that they can extract from their local energy markets, while contributing to a more resilient and decarbonized electric grid.

    Before co-founding Voltus, Dana was Director of Product Marketing at FirstFuel, which offers cloud-based engagement software to help utilities deepen relationships with their business customers and increase energy efficiency. Prior to FirstFuel, she led corporate development and go-to-market strategies at Ambri, an MIT spinout company commercializing batteries for large-scale energy storage on the electric grid. Prior to that she was the Director of Energy Markets at EnerNOC, where she led a team responsible for the profitable management of the company’s complex portfolio of nearly 10,000 MWs of demand response assets, covering dozens of wholesale electricity markets and regulated utilities across North America, Europe, Asia, and Australia.

    Dana grew up in New York City and holds an M.S. in Engineering Management, B.S. in Engineering, and B.A. from Dartmouth College. In her now home state of Massachusetts, recognized as the U.S. leader in energy efficiency by the American Council for an Energy-Efficient Economy, Dana was named a Mass High Tech “Woman to Watch” in 2014 for her groundbreaking work in the energy and technology industries. Outside of work, Dana is likely to be found on the ski slopes, biking, or hiking with her two children.

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  • Anuja Ratnakayke

    EPRI

    Anuja Ratnakayke

    Emerging Technologies Executive

    EPRI

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    Anuja Ratnayake is the Emerging Technologies Executive at the Electric Power Research Institute (EPRI). In her current role, she leads several initiatives, including the DCFlex project which is focused on exploring large data center potential to become a grid resource. Prior to EPRI, Anuja spent two decades with Duke Energy focused on strategy and resource planning. 

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  • Rob Gramlich

    Grid Strategies

    Rob Gramlich

    Founder and President

    Grid Strategies

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    Rob Gramlich is Founder and President of Grid Strategies LLC, a Washington DC-based consultancy focused on transmission and power markets for a reliable, affordable, and sustainable power system. He co-founded Americans for a Clean Energy Grid, Working for Advanced Transmission Technologies (WATT Coalition), Advancing Modern Powerlines (AMP Coalition), the Macro Grid Initiative, the Mid-Atlantic Renewable Energy Coalition, RENEW Northeast, and the Future Power Markets Forum. Rob and Grid Strategies have appeared recently as experts in national news stories in the Washington Post, Fox Business, New York Times, NPR, C-SPAN, and the Wall Street Journal. Rob was formerly SVP and Interim CEO, American Wind Energy Association, Economic Advisor to FERC Chairman Pat Wood III, and Senior Economist at PJM Interconnection LLC. Rob has a BA with honors in Economics from Colby College and a Master of Public Policy degree from UC Berkeley.

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  • Mike Kramer

    Constellation

    Mike Kramer

    Vice President of Data Economy Strategy

    Constellation

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    Mike Kramer is Vice President of Data Economy Strategy at Constellation, responsible for providing strategic thought leadership and driving coordination of the company’s effort to support our data economy customers with their power needs. Prior to his current role, Mike was responsible for governance and oversight for all of Constellation’s financial valuation work on growth projects including modeling of clean energy business development, nuclear asset valuations and capital investment decisions, M&A activity support and other strategic initiatives. Mike has been with Constellation (and Exelon prior to the company’s separation) in the energy industry for over 20 years in a variety of finance roles including over 10 years of Nuclear Finance experience. Mike is a Certified Public Accountant, has a Bachelor of Science in Accountancy from University of Illinois and a Master of Business Administration in Finance and Strategic Management from University of Chicago Booth School of Business.

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  • Maeve Allsup

    Latitude Media

    Maeve Allsup

    Reporter

    Latitude Media

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    Maeve Allsup is Latitude Media’s founding reporter. She was previously a tech reporter at Morning Brew, where she covered tech policy and regulation, as well as the EV industry. Earlier in her career she spent several years as a legal reporter, covering California’s courts for Bloomberg Industries, where she broke news about Activision Blizzard, Google, Uber, and others.

    Before moving to California, Maeve lived in Santiago, Chile for several years where she created content for an international education company and worked as a freelance journalist.

    Maeve studied International Relations at American University in Washington, D.C., where she specialized in environmental policy and conflict resolution. She is based in San Francisco.

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  • Reggie Singh
    Reggie Singh

    U.S. State Department

    Reggie Singh

    Reggie Singh

    Director of the Office of Critical Minerals and Energy Technologies (CMET)

    U.S. State Department

    Connect via:

    Reggie Singh is director of the Critical Minerals and Energy Technology office in the U.S. State Department’s Bureau of Energy Resources.  The office focuses on diversifying U.S. critical minerals supply chains as well as commercial diplomacy related to partner countries’ power sectors and energy technologies and systems. 

    He previously served as INL director at Embassy Bridgetown from 2021-24, with responsibility for security assistance in the Eastern Caribbean.  Other assignments included deputy economic counselor at Embassy Jakarta (2018-21) and acting deputy director for Eastern European affairs.  

    He also served on a detail at the U.S. Trade Representative as director for Southeast Asian Affairs.  Other posts have included Sydney, New Delhi, and Mexico City.

    He has a BA from the University of Maryland and a JD from Georgetown.

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  • Rick Needham
    Rick Needham

    Commonwealth Fusion Systems

    Rick Needham

    Rick Needham

    Chief Commercial Officer

    Commonwealth Fusion Systems

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    Rick Needham is an energy and climate expert with 30 years of experience as an operator and investor. His experience ranges from early days as a submarine officer in the US Navy and business development executive at a leading R&D organization, to an energy and sustainability leader at Google and private equity investor at the largest impact fund in the world. Rick currently serves as Chief Commercial Officer for a leading fusion company focused on the fastest path to commercial fusion power.

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  • Keaton Horner
    Keaton Horner

    Orennia

    Keaton Horner

    Keaton Horner

    Director

    Orennia

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    Keaton Horner is an energy industry expert with a background in renewable energy and decarbonization. As the Director of Analytics at Orennia, he leads research and product development across wind, solar, storage and clean fuels. With a strong background in data analytics and technical analysis, Keaton advises corporate clients and institutional investors on investment strategies and capital allocation. Keaton earned a Bachelor’s degree in Applied Science in Engineering from the University of Alberta.

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  • Ken Rahn
    Ken Rahn

    FlexGen

    Ken Rahn

    Ken Rahn

    VP, Marketing & Customer Solutions

    FlexGen

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    Ken is the Vice President of Marketing and Customer Solutions at FlexGen, where he brings a wealth of experience and a unique perspective to the team. Based in San Francisco, Ken has a strong foundation in both technology and leadership, having earned a BA in Organizational Communications from the University of University of North Carolina at Chapel Hill, before serving 8 years as an officer in the Navy, specializing in nuclear power operations.

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  • Lisa Martine Jenkins

    Latitude Media

    Lisa Martine Jenkins

    Editor

    Latitude Media

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    Lisa Martine Jenkins is Latitude Media’s editor. She was previously a reporter for Protocol and Morning Consult, and her work has appeared in Heatmap, The Guardian, and Civil Eats, among others. In 2017, she was the Overseas Press Club Foundation’s Stan Swinton Fellow, placed at The Associated Press in Mexico City. Earlier in her career, she worked in production for both the Marketplace Morning Report radio program and San Francisco’s Commonwealth Club.

    Lisa has an M.A. from Johns Hopkins School of Advanced International Studies, where she studied energy and environmental policy. While there, she conducted research on both rural electrification in Myanmar and the impact of sea level rise on nuclear spent fuel storage; the latter was published in Energy Policy.

    She lives in Brooklyn, and is originally from the Bay Area. You can find more of her work  at lisamartinejenkins.com.

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  • Erin Hardick
    Erin Hardick

    Latitude Media

    Erin Hardick

    Erin Hardick

    Producer + researcher

    Latitude Media

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    Erin Hardick is a producer for Latitude Media, working primarily on the With Great Power and Columbia Energy Exchange podcasts. She wears a number of other Latitude Media hats in addition to her production work — she conducts research for Latitude Intelligence, writes pieces of reported analysis and commentary for the news site, and occasionally contributes writing to Latitude Studios as well.

    Erin has almost a decade of experience researching the electric utility industry and energy transition, having held senior analyst positions at the Utility Analytics Institute and Zpryme. She is a former fellow of the Clean Energy Leadership Institute and Climatebase.

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  • Jenna Herzog
    Jenna Herzog

    Latitude Media

    Jenna Herzog

    Jenna Herzog

    Head of Marketing & Latitude Studios

    Latitude Media

    Connect via:

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  • Peter Nulsen
    Peter Nulsen

    Generate Capital

    Peter Nulsen

    Peter Nulsen

    Managing Director

    Generate Capital

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    Peter Nulsen is a Managing Director at Generate Capital in New York City. He leads
    Generate’s on-site power investment strategy and co-leads the firm’s data center
    energy investment strategy. Since joining Generate in 2015, Peter has led investments
    in fuel cells, microgrids, stationary energy storage, and clean transportation, and has
    executed over $1.5 billion in sustainable infrastructure transactions. Prior to Generate,
    Peter worked in General Electric’s Energy business, holding commercial finance roles in
    both the United States and the U.K., as well as serving in GE Energy Financial
    Services, where he focused on investments in solar and energy storage assets. He also
    worked for a solar energy developer, supporting project finance, development, and
    panel procurement. Peter holds a B.A. in Political Economy from Georgetown
    University, where he was recognized as a Baker Scholar.

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  • Matt Eggers, Prelude Ventures
    Matt Eggers

    Prelude Ventures

    Matt Eggers, Prelude Ventures

    Matt Eggers

    Managing director

    Prelude Ventures

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    In the 6th grade, Matt wrote a paper about his goal to work at Genentech, at the time one of a handful of biotech companies. In 2006, after leading the commercial launch of a breakthrough cancer drug for Genentech, Matt left biotech because he believed that climate change and environmental degradation were the most important problems in the world. Matt spent the next 15 years as an executive at climatetech companies like Sunrun, Bloom Energy, and Tesla, holding leadership roles in operations, sales, product, finance, and marketing. At Sunrun, he led operations and product management as Sunrun grew from 30 employees and 2,000 installations to 1,200 employees and 55,000 installations and raised $300M in equity capital. He transitioned to investing in early stage climatetech at Breakthrough Energy Ventures where he led investments in grid, aerospace, buildings, and SaaS software companies, and was thrilled to join Prelude in 2023. Matt loves working with founders to help them build enduring, iconic, and profitable companies that will drive massive improvement in human civilization and for all life on Earth.

    Matt has a B.S. in molecular biology from Duke University, and an MBA from Stanford. He has served on the boards of the Duke University Center for Energy, Development and the Global Environment, The Institute for Market Transformation, and Ecology Project International.

    Matt grew up on a farm in Iowa but found his true home among the California coasts and mountains. He lives in the Bay Area with his wife and children and can be found hiking, chasing his kids around, and trying to find his meditation cushion.

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  • Allison Clements
    Allison Clements

    804 Advisory

    Allison Clements

    Allison Clements

    Principal

    804 Advisory

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    Allison Clements is a partner with digital infrastructure advisory firm ASG and Principal of 804 Advisory, where she focuses on the intersection of market design, policy and technological innovation. She advises clients in the data center development and energy sectors on opportunities across the two industries. Allison served as a Commissioner on the Federal Energy Regulatory Commission from 2020 to 2024. There, she worked to reform regional transmission planning and cost allocation, began reform of grid interconnection queues, championed technological innovation, and focused on evolving market rules to more accurately reflect changing grid needs. Prior to FERC, Allison was a federal energy policy advocate and strategist after beginning her career in private legal practice. She has served as an energy expert in several capacities including currently as a member of advisory committees at the National Academies of Sciences and National Renewable Energy Laboratory. Allison lives with her family in Washington, DC. 

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  • Sam Simmons, Form Energy
    Sam Simmons

    Form Energy

    Sam Simmons, Form Energy

    Sam Simmons

    Business Development Manager

    Form Energy

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    Sam Simmons leads Form Energy’s US Business Development team, where he manages cross-functional efforts to advance utility partnerships, commercial strategy, and project execution for a pipeline exceeding 20 GWh of multi-day energy storage. He oversees go-to-market strategy and has played a central role in Form’s engagement with data center, utility, and developer customers across North America.

    Previously, Sam served in Product Management at Form Energy, where he developed product roadmaps, commercialization strategies, and market entry plans that supported the company’s fundraising and drove the launch of Form’s technology into key deregulated markets. He has helped secure gigawatt-scale demand signals through a combination of customer engagement, market reform advocacy, and competitive analysis. Earlier in his tenure, Sam led the business operations function that enabled the company’s scale-up from 15 to over 900 employees. 

    Before joining Form Energy, Sam was a Project Leader at Boston Consulting Group, advising utilities on regulatory strategy, capital planning, and new product development. Sam holds a B.S. in Physics from MIT.

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Agenda
  • 8:00 AM – 9:00 AM
    Registration and networking breakfast
  • 9:00 AM – 9:15 AM
    Welcome and opening remarks
    • Stephen Lacey
    • Scott Clavenna
  • 9:15 AM – 9:45 AM
    The state of play for AI infrastructure

    A conversation exploring how the dominant forces in the AI-energy nexus today are leading investors, developers and asset owners to rethink their assumptions and redefine AI infrastructure as its own asset class.

    • Anuja Ratnakayke
    • Rob Gramlich
  • 9:45 AM – 10:15 AM
    How could innovations impact AI energy demand?

    Will achievements in AI model, chip, and systems-level efficiency offset the vast increases forecast for power demand as AI proliferates through the economy? This conversation explores the technical side of AI’s energy intensity and where developments are pointing towards more efficiency gains.

    • Vijay Gadepally
    • Stephen Lacey
  • 10:15 AM – 10:45 PM
    Networking break
  • 10:45 AM – 11:15 AM
    Batteries beyond backup: Sub-second power for AI data centers

    As data centers expand to meet the growing digital demands of AI; navigating interconnection queues, managing power quality, and understanding UPS alternatives are essential for performance, cost control, and stability. This presentation examines how advanced software and energy storage can optimize energy loads, improve frequency, and reduce strain on hardware with reliable power cutovers.

    • Keaton Horner
    • Ken Rahn
  • 11:15 AM – 12:00 PM
    Open Circuit Live: The AI infrastructure opportunity

    A live recording of the Open Circuit podcast

    • Stephen Lacey
    • Jigar Shah
    • Katherine Hamilton
    • Caroline Golin
  • 12:00 PM – 1:00 PM
    Lunch and networking
  • 1:00 PM – 1:40 PM
    The role of DERs in meeting load growth

    The coming impact of data center loads on the grid can’t be overstated, and a flexible grid that harnesses distributed energy resources will offer greater capacity and flexibility.

    • Duncan Campbell
    • Pier LaFarge
    • Erin Hardick
  • 1:40 PM – 2:20 PM
    Clean, firm technologies for meeting data center demand

    Clean, firm power remains a priority for data center operators looking to meet net-zero targets, and the options are many. We’ll hear from three energy technology developers about their solutions and experience meeting the demands of the AI data center market.

    • Dawn Owens
    • Mike Kramer
    • Maeve Allsup
    • Sam Simmons
  • 2:20 PM – 2:50 PM
    Investing in the AI-energy nexus

    Leading early-stage investors in conversation about where they see opportunities in the AI-energy ecosystem, from tools that improve the efficiency and operation of power grids, to materials discovery, speeding renewable and storage project development, and AI infrastructure solutions.

    • Laura Katzman
    • Matt Eggers
    • Jenna Herzog
  • 2:50 PM – 3:20 PM
    Networking break
  • 3:20 PM – 3:40 PM
    Beyond the US: Growth in data centers globally

    A conversation on how AI plays into the U.S. government’s global energy strategy, how U.S. energy is supporting American competitiveness on AI, the relationship between data centers and power sector development.

    • Reggie Singh
    • Scott Clavenna
  • 3:40 PM – 4:10 PM
    The emerging AI infrastructure class

    A conversation with leading infrastructure investors on how both digital and energy infrastructure are being financed in the era of AI load growth, and how deal structures, partnerships, and returns expectations are evolving.

    • Scott Clavenna
    • Peter Nulsen
    • Allison Clements
  • 4:10 PM – 4:40 PM
    The policy forces driving the AI-energy nexus

    Policy, politics, and regulation will guide the pace of development, energy mix, and impacts of the digital and energy infrastructure of the AI boom. This presentation and Q&A session will help attendees better understand the supports and limitations in the policy and regulatory environment today.

    • Nic Gladd
    • Tanya Das
    • Lisa Martine Jenkins
  • 4:40 PM – 5:20 PM
    Green Blueprint Live: Is fusion a serious option?

    Lara Pierpoint, host of The Green Blueprint podcast, will hold a discussion with Rick Needham, chief commercial officer of Commonwealth Fusion Systems, to talk through the issues employing fusion energy to power AI data centers.

    • Lara Pierpoint
    • Rick Needham
  • 5:30 PM – 6:30 PM
    Reception
Sponsors
Platinum Tier Sponsors
  • FlexGen
    FlexGen

    FlexGen

    FlexGen designs and integrates battery energy storage solutions and the software platform that is enabling today’s energy transition. Their hardware-agnostic approach and comprehensive lifecycle services position FlexGen as a leader in modernizing energy infrastructure and supporting the transition to a more resilient power grid.

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Gold Tier Sponsors
  • Wilson Sonsini Goodrich & Rosati 
    Wilson Sonsini Goodrich & Rosati 

    Wilson Sonsini Goodrich & Rosati 

    The unique history of Wilson Sonsini Goodrich & Rosati closely traces the birth and evolution of Silicon Valley. For more than 60 years, Wilson Sonsini has represented technology pioneers associated with virtually every milestone innovation, as well as life sciences trailblazers shaping the future of healthcare. Today, the firm is synonymous with ushering promising, innovative companies through their business life cycle.

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Silver Tier Sponsors
  • On.Energy Logo
    On.Energy Logo

    On.Energy

    Founded in 2016, On.Energy is one of the fastest-growing battery energy storage independent power producer (IPP) and solution provider for MW-scale critical power applications across the Americas. With 300MWh deployed across 65 projects in five countries, On.Energy delivers turnkey storage solutions and power purchase agreements (PPAs) for utilities, enterprises, and mission-critical industries. Serving clients like Citigroup, Grupo Bimbo, and major Mexican airports, its bankable solutions enhance reliability and efficiency. Now rapidly expanding into the data center market, On.Energy helps shave peaks, mitigate compute transients, and back up critical loads—because in an AI-driven world, downtime isn’t an option.

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  • Piq Energy
    Piq Energy

    Piq Energy

    Connect to the grid faster with Piq. Leading developers use Piq to bring grid studies in-house to find better sites, design better projects, and take full control of their most important decisions.

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Industry Partners
Venue

Date

June 12 – 8:00 am – 6:30 pm

Location

BOSTON, MA

Convene, One Boston Place

201 Washington Street Boston, MA 02108