Over-capacity and scaled back policy will dominate the solar market in 2012. As the industry awaits clear signs on future pricing, the appetite of solar giants is growing. Merger and acquisition (M&A) activity in the solar sector totaled $5 billion in 15 transactions during the first quarter of 2012 (Mercom Capital Group). Solar manufacturers are competing with their clients in a market driven by supply. The industry shows signs of immaturity--such as Goldman Sachs pulling the plug on Brightsource’s IPO in April 2012. We’ll hear from the giants on who have survived the shakeup. How is venture capital investment intensifying in downstream sectors of the solar supply chain to foster greater ingenuity and streamlined services? How is M&A activity creating more robust and competitive solar companies and technologies? What are the long-term projections on solar M&A activity?

Speakers:

• Pablo Otin
  Country Manager- Head of North America, Gestamp Solar
• Mathew Sachs
  Director of Business Development, Yingli Green Energy Americas

Moderator:

• Greg Giammittorio
  Partner, Morrison & Foerster LLP