The Nuclear Renaissance: Financing the Global Expansion

The Nuclear Renaissance:  Financing the Global Expansion of Nuclear Power and Assessing its Sustainability Implications. The program will explore one of the defining capital allocation challenges of the energy transition: financing a global nuclear renaissance. After roughly four decades of stagnation, nuclear energy is undergoing a dramatic resurgence in interest and investment — driven by AI- and data-center-fueled electricity demand, de-carbonization imperatives, and renewed U.S. policy support targeting 400 GW of nuclear capacity by 2050. Yet the economics and sustainability profile of nuclear power remain hotly debated in capital markets: construction costs run into the tens of billions of dollars, timelines stretch over a decade, and financing structures are still being worked out. At the same time, smaller scale projects in the form of small modular nuclear technology, are in the early stages of development. This event will convene investors, analysts, and policy leaders shaping the nuclear finance debate, giving speakers a high-visibility platform to help define how fixed income capital supports the nuclear build-out. It will also inform and engage investors, analysts, and other stakeholders on key aspects of financing nuclear development, including the risks and opportunities in this sector. For the full agenda: https://fiasi.org/the-nuclear-renaissance-financing-the-global-expansion/ Schedule for the day: 8:30 am - 9:00 am: Registration & Light breakfast 9:00 am - 9:10 am: Opening Remarks Henry Shilling, Founder & Director of Research, Sustainable Research & Analysis, LLC 9:10 am - 9:45 am: Keynote address: Lisa H. Glidden, Ph.D., Professor and Director of the Great Lakes Institute, SUNY Oswego’s Great Lakes Institute and a coalition member of the NY Future Energy Alliance Topic: Meeting the Energy Moment with Nuclear Power 9:45 am - 10:45 am: Panel I: Credit & Financing of the Nuclear Build Out. Panelists: Steven Hellman, Executive Vice President and Chief Financial Officer, Terra Power Fraser McLachlan, Chairman, Tokyo Marine GX Romina Reversi, Managing Director, Head of Sustainable Investment Banking, Credit Agricole Toby Shea, Vice President, Global Project and Infrastructure Finance, Moody’s Ratings Moderator: Thomas Byrne, Senior Fellow, Former Members of Congress, The Congressional Study Groups 10:45 am - 11:00 am Coffee Break 11:00 am - 12:00 pm Panel II: Assessment of Material ESG Considerations Panelists: Marcy Block, Global Head of Ratings & Opinions, Sustainable Fitch Bruce M. Kahn, Ph.D., Senior Portfolio Manager, Shelton Capital Management Mathew Lee, Vice President, Senior Energy Sector Researcher, MSCI Research Stephen Liberatore, CFA, Head of ESG/Impact Global Fixed Income, Nuveen Bryan Popoola, Associate Director, Sustainable Finance, S&P Global Ratings Moderator: Barbara M. Porco, Ph.D., CPA, CFF, Gabelli School of Business, Graduate School Dean, Managing Director of Responsible Business Center, Fordham University 12:00 pm - 1:00 pm Light Boxed Lunch Event details: Location: Fordham University, McNally Amphitheater, 140 W 62nd St, NYC Time: 8:30 am – 1:00 pm Join Live or Virtually