Presentations

James (Jay) joined UBS CIO in 2016 and has over 30 years of investment experience, primarily as an equity research analyst in utilities and independent power producers (IPPs), downstream energy, energy infrastructure and master limited partnerships (MLPs), and upstream energy. Prior to joining CIO, Jay was the Director of Research and publishing utility andMLP analyst at Wunderlich Securities. In addition to research, Jay has extensive experience as an investment banker at Deustche Bank. He also served as an equity analyst at Donaldson, Lufkin & Jenrette (DU), Smith Barney, and PaineWebber.

Jay holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and New York Society of Security Analysts. Jay holds FINRA series 7, 24, 63, 86, and 87 licenses. Jay is also a former member of Department of Energy's Electricity Advisory Board to the US Energy Secretary. He holds a B.A. in Finance from the Catholic University of America in Washington, DC.

Roger D. Melen is a Senior Advisor at Toyota InfoTech Labs Inc., a research division of Toyota Motor North America focused on new mobility. He applies his experience to advanced computer imaging and networking, safety, navigation, and mapping technologies envisioned for vehicle-to-vehicle, vehicle-to-roadside and vehicle-to-rest-of-the-world system designs.

Previously Dr. Melen was Vice President R&D, Canon Research Center America, addressing emerging networked computers in CMOS office and photographic imaging systems. He was a founder of Cromemco Inc., an early era dynamic microcomputer company. He authored the IEEE book: CCD Technology and Applications, an extension of his pioneering PhD research at Stanford University on CCD sensors and delay lines. At Stanford, he also founded and taught the Electrical Engineering EE203 class on entrepreneurship for 42 years. In industry, he has applied for more than 60 patents and has served on Technical Advisory Boards for Cypress Semiconductor Inc., Lumicyte, Inc., Congral LLC, and Fiorano LLC.

Dan Donochod is GM of Fleet Transition Strategy in the Generation & Transmission Strategy Department for Duke Energy, headquartered in Charlotte, NC. Dan has held a variety of positions supporting the regulated power generation fleet since joining Duke Energy in 2003, including Finance Manager and Manager of Outage Support. In his current role, Dan leads a team responsible for developing and helping implement the strategy to transition Duke's regulated fleet to a lower carbon footprint, specifically 50% CO2 reduction over 2005 levels by 2030 and net-zero CO2 emissions by 2050. Dan works closely with the Fuels & System Ops group and Integrated Resource Plan (IRP) staff over the 6 states that Duke provides regulated power generation. Dan holds a BS in Civil Engineering from NC State University and an MBA from the Kenan -Flagler Business School at UNC -Chapel Hill. Dan is also a licensed Professional Engineer in NC.

Mike Caravaggio is a Senior Program Manager at the Electric Power Research Institute, where he is also a member of its Research Committee on Power Plant and Environmental Chemistry. He oversees research programs for global power companies on major component reliability. These include steam turbines, combustion turbines, generators, boilers, and heat recovery steam generators. His work addresses the knowledge and tools for businesses to manage outage risks, O&M costs and profitability.

He holds degrees in environmental (chemical) engineering from the University of Waterloo, Canada (BS) and business administration (strategy) from the Nanyang Business School, Singapore (MBA); and he is a professional engineer in the Province of Ontario.

Educational background in geology (M.S., Stanford) and economics. 38-year career managing research on fuel supply, power markets and generation planning for the Electric Power Research Institute – thus, brings perspective of very large energy consumers. Topics have included uranium availability, low-sulfur coal supply and rail, SO2 compliance (incl. the new “allowance” market), and the revolution in natural gas. Also addressed generation investment performance, gas and electric industry coordination, how to plan for uncertainty (pioneered in oil industry), boom-bust dynamics, and effects of renewables.

For EMD: chaired Nuclear Committee in 1980s; served as president of EMD 1988-89; organized symposium “Gas in the New Electric Market” for 1999 annual meeting; founded Committee on Energy Economics and Technology (now co-chair). Served as observer on Potential Gas Committee since mid-1980s.

Dieter Beike is an independent international energy consultant. His expertise focuses on engineering-economic financial modeling and market assessments for investment purposes. He gained his experience by working for major international oil companies, large and small independents, and oil service companies. He has applied his knowledge to conventional as well as unconventional projects and large-scale gas utilization projects like LNG and GTL. He also assessed alternative innovative projects like bioremediation, advanced materials, electronic materials recycling and planetary resources. He holds a PhD. from the Department of Petroleum Engineering UT-Austin.