Event Details - Houston March 2018 Luncheon

"Investors’ Perspective on ERCOT Markets" - Speaker: Julien Dumoulin-Smith, Director, Head of US Power, Utilities & Alternative Energy Equity Research Team, Bank of America Merrill Lynch

Date:
3/22/2018 11:30:00 AM
Location:
The Downtown Club at Houston Center
1100 Caroline Street - 11th Floor (Level C in garage elevator)
Houston, TX 77002

We are currently in the process of updating the GCPA website to better serve our members, and are unable to accept new registrations for the next 24 hours as we work to complete the transition. We apologize for the inconvenience. 

If you intend to register more than one person using the same credit card, please click here for special instructions

Agenda

Our speaker Julien Dumoulin-Smith will discuss prospects for new build and thoughts from investors on the ERCOT power market. Factors considered will include how the recent wave of coal retirements is driving reserve margins to low levels, increasing the probability of scarcity events this summer and opportunity for new build, as well as the slight subsiding of strong wind generation and new solar build. Julien will additionally discuss what he expects for future market conditions.

Julien Dumoulin-Smith is a Director and Head of the US Power, Utilities and Alternative Energy equity research team. He was previously an Executive Director at UBS performing a similar role. Dumoulin-Smith was ranked #2 in the Institutional Investor All-America Research Poll for 2017 and #1 for 2016. He has also been ranked #1 in Alternative Energy in the Institutional Investor All-America Research Poll for 2016 and 2017. He was previously named Up and Comer on the same lists and received the top designation for 2012-15 among hedge fund managers on II's Alpha list, a recut version of the II poll for Utilities. Dumoulin-Smith earned both his undergraduate BS degree in Applied Math and MBA at Columbia University. He is based in New York and speaks English and French. He is a CAIA charterholder.

Please note that registration closes at 12 noon Wednesday, March 21st. If registration is closed, walk-in registrants are welcome on a space-available basis at the event. There will be a $5 surcharge for walk-in registrants.
 
Parking available at 1111 San Jacinto Garage (garage is at street level with Downtown Club at 1100 Caroline located above the garage)
  • ENTER GARAGE FROM LAMAR – From Caroline Street, take a right on Lamar; garage entrance will be on your left
  • Take the Caroline Street bank of elevators to Level C (11th floor) to reach the Downtown Club at Houston Center
 
If you encounter any problems while registering, please contact Penny Sullivan at psullivan@gulfcoastpower.org.

Location Details

The Downtown Club at Houston Center
1100 Caroline Street - 11th Floor (Level C in garage elevator)
Houston, TX 77002
 
Parking available at 1111 San Jacinto Garage (garage is at street level with Downtown Club at 1100 Caroline located above the garage)
  • ENTER GARAGE FROM LAMAR – From Caroline Street, take a right on Lamar; garage entrance will be on your left
  • Take the Caroline Street bank of elevators to Level C (11th floor) to reach the Downtown Club at Houston Center

Meet Our Corporate Members

View All Sponsors