2027 Agenda






Battery Venture, Innovation & Partnering
3/15/2027 - March 16, 2027 ALL TIMES EDT
Preliminary Agenda

Session Block

CAPITAL MARKET OUTLOOK

Battery Report 2026: Contextualizing the Capital Landscape

Photo of Michael Liu, Director, Research & Insights, Volta Foundation , Director of Research & Insights , Research & Insights , Volta Foundation
Michael Liu, Director, Research & Insights, Volta Foundation , Director of Research & Insights , Research & Insights , Volta Foundation

Capital Markets Update and the Evolution of Positioning in the Battery Space

Photo of Alexandra Manoloff, Head of Battery Coverage for North America, Barclays Investment Bank, Energy Transition Group , Head of Battery Coverage for North America , Energy Transition Group , Barclays Investment Bank
Alexandra Manoloff, Head of Battery Coverage for North America, Barclays Investment Bank, Energy Transition Group , Head of Battery Coverage for North America , Energy Transition Group , Barclays Investment Bank

As the world is changing and the need for energy continues to grow in exponential ways, the battery industry has evolved, from a technology that enables that growth to a mission-critical part of our energy infrastructure. The way in which the industry has positioned itself has also evolved significantly over the past five years or so, as capital markets have shifted and commercial opportunities have adjusted to align with thematics tied to data centers, Physical AI, energy security and the electrification ecosystem more broadly.

Panel Moderator:

PANEL DISCUSSION:
Powering the AI Build-Out: Venture Deal Flow in Data Centers

Jeff Johnson, General Partner, B Capital

AI is driving a wave of data center construction, and venture capital is moving fast to keep up. This panel brings together VCs, hyperscaler partners and strategic investors to look at where data center deal flow is heading: power and backup systems, cooling, grid interconnection and on-site generation. Panelists will discuss which technologies are drawing capital, what hyperscalers want from startups, how long a pilot takes to become a procurement deal, and how founders can win in one of the fastest-growing infrastructure markets today.

SCALING TO COMPETE

Panel Moderator:

PANEL DISCUSSION:
Faster to Market, Lighter on Capital: Going Fabless at China Speed

Ulderico Ulissi, PhD, Business Fellow, Breakthrough Energy , Business Fellow , Breakthrough Energy

The discussion will cover four main points. What has made Asian manufacturers competitive, and what Western start-ups working in Asia have learned. How and what part of the Asian playbook can be replicated in the West. Why asset-light manufacturing is a winning strategy rather than a compromise, why batteries differ from semiconductors, and which end markets a fabless product can realistically serve. Capital and exits: whether a lighter balance sheet genuinely shortens the path to an exit or narrows the set of buyers, and how founders and investors reconcile venture fund timelines with the pace of battery commercialization.

FUNDING COMMERCIALIZATION

Panel Moderator:

PANEL DISCUSSION:
Raising the Capital to Commercialize Technology—Fund Deep Tech to Scale

James Frith, Principal, Volta Energy Technologies , Volta Energy Technologies

Panelists:

Scott Walbrun, Principal, BMW i Ventures , Principal , BMW i Ventures

Simon Buderath, Strategy & Technology Consulting, P3 USA , Strategy & Technology Consulting , P3 Group

Golareh Jalilvand, PhD, Assistant Professor, Chemical Engineering, University of South Carolina Columbia , Asst Prof , Chemical Engineering , University of South Carolina

Panel Moderator:

PANEL DISCUSSION:
From Lab to Lot: How Battery Start-Ups Can Break into the Auto OEM Supply Chain

John Lyons, Senior Implementation Associate, General Motors , Sr Associate , Battery Implementation , GM Ventures

Bringing breakthrough battery technology into the electric vehicle (EV) market requires far more than a lab scale technology demonstration alone. Start-ups in this space must navigate a complex web of cost pressures, manufacturing scale up challenges, supply chain readiness, and talent gaps—often simultaneously and under intense time constraints. In this panel, leading voices from automotive corporate venture capital (CVC) arms and top-tier financial VCs investing heavily in battery technologies will discuss what it really takes for battery start-ups to scale and integrate into OEM product lines. What does it take to go beyond the tech demo and into a production contract? What do investors look for beyond the core IP? How can start-ups align their fundraising, operations, and talent strategies to meet the expectations of automotive OEMs? Tailored for battery ecosystem founders and suppliers, this discussion will dive into real-world challenges and practical strategies—from financing and partnerships to scaling and validation—that can make or break a start-up’s path to commercialization.

INVESTING IN NEW BATTERY DEMAND

Panel Moderator:

PANEL DISCUSSION:
AI, Robots, and Drones oh my! New Battery Demand Everywhere

Ken Hoffman, Founder & CEO, Traubenbach , Founder & CEO , Traubenbach

Panelists:

Spencer Huh, CEO, Neo Battery Materials Ltd. , CEO , Neo Battery Materials Ltd.

William Mustain, PhD, Director, Carolina Institute for Battery Innovation, University of South Carolina , Dir , Carolina Institute for Battery Innovation , Univ of South Carolina Columbia

Panel Moderator:

PANEL DISCUSSION:
From Lab to Scale – Building Next-Generation Battery Companies

Maximilian Von Poelnitz, General Partner, Foothill Ventures , General Partner , Foothill Ventures

Panelists:

Darren Tan, PhD, CEO, UNIGRID Battery , CEO , Mgmt , UNIGRID

Jonathan Tan, CEO & Co-Founder, Coreshell , CEO & Co-Founder , Coreshell

CRITICAL MINERALS AND SUPPLY CHAIN FIRESIDE CHAT

Critical Minerals: A Fireside Chat with Paul Lichty, CEO, Forge Nano
Critical Minerals: A Fireside Chat with Paul Lichty, CEO, Forge Nano

Photo of Sungkwon Kang, PhD, Director, LG Technology Ventures , Director , LG Technology Ventures
Sungkwon Kang, PhD, Director, LG Technology Ventures , Director , LG Technology Ventures
Photo of Paul Lichty, Co-Founder & CEO, Forge Nano , CEO , Forge Nano
Paul Lichty, Co-Founder & CEO, Forge Nano , CEO , Forge Nano

PLENARY KEYNOTE PRESENTATIONS

Metal Contamination in Dry Electrode Lithium-ion Batteries

Photo of Troy Hayes, PhD, Director of Quality, Tesla , Director of Quality , Tesla
Troy Hayes, PhD, Director of Quality, Tesla , Director of Quality , Tesla

Metallic contamination in lithium-ion battery cathodes can cause field failures via internal short circuits. While magnets effectively remove metal particles in wet electrode processing, their efficiency drops significantly in dry processing. Dry methods also increase equipment wear, raising contamination risks. This talk examines how such contamination leads to microshorts, the behavior of microshorts with cycling, and methods to reliably manage metal contaminants in dry manufacturing environments.

New Science Frontiers in Battery Technologies

Photo of Shirley Meng, PhD, The Liew Family Professor, Pritzker School of Molecular Engineering, The University of Chicago; Vice President of Industry, Nanyang Technological University , The Liew Family Professor , Pritzker School of Molecular Engineering , University of Chicago
Shirley Meng, PhD, The Liew Family Professor, Pritzker School of Molecular Engineering, The University of Chicago; Vice President of Industry, Nanyang Technological University , The Liew Family Professor , Pritzker School of Molecular Engineering , University of Chicago

In this talk, I will discuss a few new perspectives for energy storage materials including new solvation architecture designs for liquid electrolytes and new superionic conductors in soft or hard materials. With recent advances in photon and electron characterization tools and computational methods, we can explore ionic mobility, charge transfer and ion matter interactions in electrochemical system in operando.

Energy Solution Technologies for the AI Era: Expanding the Value of Advanced Battery Systems

Photo of Masato Fujikawa, Director, Energy R&D Center, Panasonic Energy Co., Ltd. , Director , Energy R&D Center , Panasonic Energy Co., Ltd.
Masato Fujikawa, Director, Energy R&D Center, Panasonic Energy Co., Ltd. , Director , Energy R&D Center , Panasonic Energy Co., Ltd.

The rapid growth of artificial intelligence is accelerating demand for reliable and sustainable energy infrastructure. Advanced battery technologies are evolving beyond traditional energy storage to become a critical foundation for data centers, mobility, renewable energy integration, and resilient power systems.This presentation explores key technology trends shaping the future of rechargeable batteries,including cell innovation, system integration, safety enhancement, and resource circularity. Panasonic Energy will share its perspective on how battery technologies can support the energy transition and create new value for society in the AI era.


CONFERENCE CONTENT
Edel O’Regan, PhD
Senior Vice President, Portfolio Management
(+1) 781-697-0586
[email protected]

PARTNERING & SPONSORSHIP
Brian Caine
Manager, Strategic Partnerships
(+1) 908-809-0946
[email protected]