2026 Agenda
Monday, March 23
Registration Open and Afternoon Coffee / Welcome to Venture, Innovation & Partnering
Moderator's WelcomeÂ
Battery Report 2025: The Ebbs & Flows of Financial Capital

The global battery industry is exiting its volume-at-all-costs phase and entering a capital-disciplined, margin-defined cycle. This session serves as an overview & reframes the past year’s developments through a business and financial lens, tracking how market growth, policy architecture, and cross-border investment are reshaping competitive advantage. We begin with the macro landscape, outlining how end-market demand, technology mix, and regional supply–demand balances are evolving and what that implies for pricing and utilization. We then examine the capital story-where investment is concentrating or retreating, and the drivers behind those shifts—including policy-linked incentives, cross-border flows, and changing conditions in equity and debt markets. Finally, we will recap how capital is being deployed in new application verticals to support storage in the energy gauntlet.
Sponsored by: Preparing for Diligence: Tips and Lessons Learned

Bill Grigos, Patent Attorney, Medler Ferro Woodhouse & Mills , Patent Attorney , Medler Ferro Woodhouse & Mills
Bill Grigos will discuss how start-ups can prepare for diligence, whether as part of a fund-raise, collaboration, or exit, focusing on intellectual property issues. The discussion will address when and how to begin, strategies for success and pitfalls to avoid.
Powering AI—Next-Gen Batteries as Compute Enablers in the AI Era

AI data centers are transforming into power-hungry “AI factories,†creating extreme electrical environments that legacy storage and UPS systems were never designed for. This session highlights the rising role of batteries as compute enablers—from BESS to UPS to integrated rack-level BBUs—and why the next wave of cell innovation must prioritize high-power density, resilience, and reliability. We’ll also explore how this market offers battery manufacturers a rare combination of scale and premium margins, outpacing EV and traditional ESS economics.
The Evolution of Capital Markets and the Data Center Industry

As the data center landscape continues to evolve, power – outside and within – has become ever-critical. And batteries are at the foundation of this – for every duration, ranging from pulsing to backup power and energy storage. As we settle into a new normal around the building, power procurement and operations of data centers in a world with hyperscalers, the lines between white space and gray space have become blurry, and the need for and premium placed on innovation for power has become exponentially important. The finance world is very focused on this as well, and capital markets surrounding the data center industry continue to evolve.
Battery Infrastructure: A Critical Investment Priority

The continued digitization of data and the explosive adoption of AI in all aspects of private and commercial applications are driving unprecedented energy demands in data centers. Battery systems—rack-level BBUs and facility-scale BESS—are essential to maintaining reliable operations, yet their strategic importance is sometimes underappreciated. While batteries are often viewed as commoditized components, rapid innovation in battery technology suggests they deserve greater attention. The urgency to deploy AI and data centers on schedule, combined with cost considerations, can create challenges for thorough battery design and validation. Decision-makers should balance these pressures by recognizing that proven technologies offer stability, while new solutions may bring meaningful advancements. To promote resilience and safety, it is recommended that customers and investors implement performance metrics designed to incentivize vendors who provide advanced, dependable, and safe battery solutions. At the same time, they should also invest in vendors pursuing creative innovations in battery chemistry and system architecture, pushing the boundaries to optimize performance, safety, and cost.
Panel Moderator:
PANEL DISCUSSION:
Bridging the Gap between GPUs and the Grid—Powering AI Data Centers with Next-Gen Batteries
Katherine He, Investor, TDK Ventures Inc. , Investment Analyst , TDK Ventures Inc
Panelists:
Brad Li, President, Americas, Sineng Electric , President of the Americas , Sineng Electric
Cameron Dales, Co-Founder, Peak Energy , President & Chief Commercial Officer , Peak Energy
Dan Blondal, Founder & CEO, Nano One Materials , Founder & CEO & Dir , Nano One Materials Corp
David Hynek, Senior Associate, Third Derivative , Senior Associate , Third Derivative/RMI
Panel Moderator:
PANEL DISCUSSION:
Material Informatics and AI in Battery Discovery: Is the Hype Real Yet?—A Road Map
Anil Achyuta, Partner, Energy Impact Partners , Partner , Energy Impact Partners
Panelists:
Robert Ashcraft, Investment Director, Samsung Ventures , Investment Dir , Samsung Ventures , Samsung Research America
Venkat Viswanathan, Associate Professor, University of Michigan and Co-Founder, And Battery Aero , Associate Prof , Mechanical Engineering , University of Michigan
Qichao Hu, CEO, SES AI , Founder & CEO , SES AI
Wenxiao Huang, Co-Founder and CEO, Feon Energy, Inc. , CEO , Feon Energy, Inc.
Peter Attia, PhD, Co-Founder & CTO, Glimpse , Co Founder & CTO , Glimpse
Welcome Reception Sponsored by SES

Close of Day
Tuesday, March 24
Registration and Morning Coffee
Opening Remarks from the Organizer
Chairperson’s Welcome Remarks
Katherine He, Investor, TDK Ventures Inc. , Investment Analyst , TDK Ventures Inc
Sponsored by: The Gigafactory Yield Curve: How Manufacturing Intelligence Turns Western Battery Ambition into Production Reality


Western gigafactories often face a 24–36-month gap between commissioning and production-grade yield, eroding investor returns. This talk introduces the “Gigafactory Yield Curve†and shows how manufacturing intelligence, real-time monitoring, and automated quality insights accelerate ramp-up and improve capital efficiency.
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:
Jeff Johnson, General Partner, B Capital
Scott Walbrun, Principal, BMW i Ventures , Principal , BMW i Ventures
Sidd Bhat, Executive Director, IFM Investors , Executive Director, Debt Investments , IFM Investors
Amanda Hall, CEO, Summit Nanotech , CEO and Founder , Summit Nanotech
Panel Moderator:
KEYNOTE FIRESIDE CHAT:
A Look at the Past, Present & Future
John Du, PhD, Partner, General Motors Ventures LLC , Partner , General Motors Ventures LLC
Panelists:
George Cintra, Director, Battery R&D, General Motors , Director, Global Battery R&D , Battery R&D , General Motors
Networking Coffee Break
Panel Moderator:
PANEL DISCUSSION:
New Markets for Battery—Needs and Gaps, Let’s Think Differently
Kyle Teamey, Managing Partner, Planetary Health, RA Capital , Managing Partner , Planetary Health, RA Capital
Panelists:
Paul Lichty, Co-Founder & CEO, Forge Nano , CEO , Forge Nano
Maximilian von Poelnitz, Managing Director, Ajinomoto CVC , Managing Dir Venture Capital , Venture Capital , Ajinomoto Bio Pharma Svcs
Michal Wolkin, Former Director, GM Ventures; Board Member; Professor, Reichman University , Former Director, GM Ventures & Professor , Reichman University
Randy Pettus, Commercial Executive, Nanotech Energy , Chief Commercial Officer , Nanotech Energy
EMERGING COMPANY SHOWCASES
moderated by Suyash Mohan, Venture Investor, Plug and Play Tech Center
Sponsored by: Next-Generation Battery Separator for Safer, Longer-Lasting Cells

Jan Sagmo, Chief Strategy & Marketing Officer, Sales & Management , ZNL Energy AS , Chief Strategy & Marketing Officer , Sales & Management , ZNL Energy AS
ZNL Energy develops the patented ZNL-NPx separator to improve safety, thermal robustness, and cycle life. It suppresses degradation, side reactions, and transition metal diffusion. Customer tests show stronger capacity retention and reduced aging, supporting safer batteries across Europe and the US.
Sponsored by: Sea Li-ion Technologies: Integrated Lithium Extraction and Battery Materials Manufacturing

Griffin Bourjeaurd, Founder, Sea Li-ion Technologies , Founder , Sea Li-ion Technologies
Sea Li-ion's patented X2L technology combines lithium extraction and cathode active material (CAM) synthesis into a single production process, eliminating conventional refinement, reducing costs, and enabling a complete domestic battery manufacturing supply chain. X2L produces CAM (LFP, NMC, LMR, etc.) directly from lithium resources (brine, produced water, seawater, etc.) at lower costs than current battery supply chains.
Sponsored by: High Performance Mechanical Si/C: Scalable, Cost-Competitive and Advancing to Commercial Production

High-performance silicon–carbon anode materials offer a scalable, cost-competitive pathway to significantly improve lithium-ion battery energy density and charging performance. This presentation explores the transition from technology development to commercial-scale production.
Sponsored by: A Polymer Power Cell for Data Center Resilience

Kirsten McNeill, Head of Strategy & Investment, LiNova , Head of Strategy & Investment , LiNova
LiNova’s polymer cathode power cell delivers inherently safe, volume-efficient, high-rate backup with domestic supply chains and compelling system economics.
Sponsored by: Advanced Low Cost Sodium Ion Batteries

Albert Gao, NaBatt Energy LLC , NaBatt Energy LLC
Panel Moderator:
PANEL DISCUSSION:
Where Innovation Still Matters: Charting the Future of Western Battery Leadership
Josh Stiling, Investment Director, Anzu Partners , Investment Director , Anzu Partners
Panelists:
Janet Lin, Senior Vice President, Strategy, Mobility Energy Business Division, Panasonic ENERGY Co., Ltd. , Senior Vice President, Strategy , Mobility Energy Business Division , Panasonic Energy
Matthew Dawson, PhD, CEO, Elementium Materials Inc. , CEO , Elementium Materials Inc
Robert Galyen, Owner, Galyen Energy, LLC , Owner , Galyen Energy, LLC
Celina Mikolajczak, Advisor to the Battery Industry , Advisor to the Battery Industry , Self Employed
Sponsored by: Capturing Value in the Shift to Manganese-Rich Cathodes

Paige Johnson, Founder and CEO, Ten Nine Technologies LLC , Founder and CEO , Ten Nine Technologies LLC
Manganese-rich cathodes are often framed as an “LFP alternative†or even an “LFP killer†- but the reality is more nuanced. Paige Johnson, Founder & CEO of Ten-Nine Technologies, cuts through the hype to explain why manganese-rich chemistries are gaining traction and what must happen for them to scale commercially. Investors will gain a clear view of where manganese-rich batteries fit in the next generation of EV platforms and which signals matter most as adoption accelerates.
Networking Luncheon & Focused Roundtable Discussions
Networking Luncheon & Focused Roundtable Discussions (Sponsorship Opportunities Available)
Join us for a dynamic, program-exclusive lunch designed to catalyze insight, opportunity, and collaboration. Curated discussion tables—shaped by our distinguished co-chairs—bring together select executives, investors, and innovators for focused, thematic conversations that spark new thinking and new partnerships. This elevated experience is open only to Venture, Innovation & Partnering participants and speakers.
Table 1: Capturing Value with Manganese-Rich Chemistries
Paige Johnson, Founder and CEO, Ten Nine Technologies LLC
Table 2:Â Securing the Supply Chain: Building Resilient Battery Materials at Scale
Virginia Klausmeier, CEO, Sylvatex
Presentation to be Announced
Chairperson’s Remarks
Josh Stiling, Investment Director, Anzu Partners , Investment Director , Anzu Partners
Panel Moderator:
PANEL DISCUSSION:
Manufacturing Scale-Up—Where Startups can "Go Big" and win
Eric Rosenblum, Managing Partner, Foothill Ventures , Managing Partner , Foothill Ventures
Panelists:
Daniel A. Steingart, PhD, Stanley Thompson Professor, Chemical Metallurgy & Chair, Earth & Environmental Engineering, Columbia University , Stanley Thompson Prof Chemical Metallurgy & Chair , Earth & Environmental Engineering , Columbia Univ
Yan Wang, Professor, WPI, Co-Founder, Ascend Elements and Co-Founder, AM Batteries , co-founder and president , AM Batteries Inc
Sungkwon Kang, PhD, Director, LG Technology Ventures , Director , LG Technology Ventures
EMERGING COMPANY SHOWCASES
moderated by Suyash Mohan, Venture Investor, Plug and Play Tech Center
Sponsored by: Commercializing the Future: A Scalable, Cost-Effective Sodium-ion Platform for Global Energy Markets

Jihoon Park, CEO & Founder, Executive Office, Everindus Inc. , CEO & Founder , Executive Office , Everindus Inc.
Everindus Inc. presents a market-ready Sodium-ion Battery platform engineered for maximum safety and cost-efficiency. While the industry seeks alternatives to Lithium-ion, our technology stands out by offering extreme thermal stability and a simplified, scalable manufacturing process. Designed for seamless global deployment, we leverage a robust supply chain to support the transition toward resilient energy storage. This presentation explores our roadmap for U.S.-Korea strategic alignment, highlighting opportunities for investment and cross-border partnerships to accelerate the next generation of energy infrastructure.
Sponsored by: Your Separator Has a Ceramic Problem

Peter Frischmann, CEO and Co-Founder, Sepion Technologies , CEO and Co-Founder , Sepion Technologies
Ceramic coatings provided the key safety benefits that enabled Ni-rich cathodes to become mainstream. Twenty years after their introduction, they command more than 80% market share. Is their future dominance assured, or is it time to ask more of your separator?
Sponsored by: Reducing Scrap and Increasing Yield: Inline X-ray for Gigafactory Battery Production

Bernhard Muerkens, Head of VCbattery I VCbattery a division of VisiConsult X-ray Systems & Solutions GmbH , Head of VCbattery , I VCbattery a division of , VisiConsult X-ray Systems & Solutions GmbH
As battery production scales to gigafactories, even small defect rates can translate into millions in scrap costs and unstable production ramp-ups. Inline X-ray inspection allows manufacturers to detect internal defects early, reduce defect escape, and stabilize manufacturing processes. VCbattery enables scalable 3D X-ray inspection solutions designed specifically for high-volume battery cell production.
Sponsored by: Dürr Dry Process Electrode Overview, X.Cellify DC 700


This talk will briefly introduce Dürr Systems, products for LiB cell manufacturing and describe the Dry Process electrode method in development at Dürr.
Sponsored by: From Dependence to Domestic: Relocating Graphite Anode Production from China to the US

Mark Thompson, Founder & Managing Director, Talga Group Ltd , Founder & Managing Director , Talga Group Ltd
Graphite anode supply is almost exclusively from/via China and as the largest volume active material in batteries it is arguably the weakest part of the US supply chain. This talk explores the current situation and shares insights from European anode operations to inform economic considerations for new American anode production.
Panel Moderator:
PANEL DISCUSSION:
Sponsored by: Strategic Partners and Investors: Leveraging Other Resources in the Age of Smaller Checks

Chloe Kinderman, Director, TitletownTech , Director , TitletownTech
Panelists:
Craig Dickman, Managing Partner, TitletownTech , Managing Partner , TitletownTech
Cathy Fleischer, Bus Dev Dir, Batteries & Energy, Eastman Kodak Research Labs , Bus Dev Dir , Batteries & Energy , Eastman Kodak Research Labs
Panel Moderator:
FIRESIDE CHAT:
A Deep Dive DiscussionÂ
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
Panelists:
Kevin Hettrich, CFO, QuantumScape Battery, Inc. , CFO , QuantumScape
Networking Coffee Break
Panel Moderator:
PANEL DISCUSSION:
What is the Future Battery Strategy for the West in the Next Five Years?—Domestic Supply Chain & Beyond
Ken Hoffman, Founder & CEO, Traubenbach , Founder & CEO , Traubenbach
Panelists:
Tal Sholklapper, PhD, CEO & Co-Founder, Voltaiq , CEO & Co Founder , Voltaiq
James Frith, Principal, Volta Energy Technologies , Volta Energy Technologies
Danny Huh, Senior Vice President, Strategy & Operations, NEO Battery Materials Ltd , Sr VP Strategy & Operations , Strategy & Operations , NEO Battery Materials Ltd
John Warner, DM, Chief Customer Officer, American Battery Solutions , Chief Customer Officer , American Battery Solutions Inc
Panel Moderator:
PANEL DISCUSSION:
Sponsored by: Betting on Innovation – Ideation to Adoption

Dee Strand, CSO, R&D, Wildcat Discovery Technologies Inc , CSO , R&D , Wildcat Discovery Technologies Inc
Panelists:
Bart Riley, Ecellix , Board Member , Ecellix
Jerry Schwartz, CEO & Co-Founder, Ecellix Inc , CEO & Co-Founder , Ecellix Inc
Panel Moderator:
FIRESIDE CHAT:
AI Gets Physical: Towards a Trillion-Dollar Market
Shawn Golhar, Global Head of Policy Advisory Banking, Barclays , Managing Director, Global Head of Policy Advisory Banking (PAB) , Barclays
Panelists:
Zornitsa Todorova, Head, Thematic FICC Research, Barclays Investment Bank , Barclays Investment Bank
International Battery Seminar Reception
Close of Conference
CONFERENCE CONTENT
Edel O’Regan, PhD
Senior Vice President, Portfolio Management
(+1) 781-697-0586
eoregan@cambridgeinnovationinstitute.com
PARTNERING & SPONSORSHIP
Brian Caine
Manager, Strategic Partnerships
(+1) 908-809-0946
bcaine@cambridgeinnovationinstitute.com
