2026

2026

2026

Annual

general meeting

2026 ANNUAL GENERAL MEETING

Annual

general meeting

Annual

general meeting

Powerhouse Ventures
AGM 

Powerhouse Ventures
AGM 

9:00am-6:00pm PT

Wednesday, October 21, 2026

SVB Experience Center
532 Market Street
San Francisco,  CA

*Former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm, speaking at last year’s AGM

*Former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm, speaking at last year’s AGM

*Former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm, speaking at last year’s AGM

*Former U.S. Secretary of Energy and two-term Governor of Michigan,
Jennifer Granholm, speaking at last year’s AGM

Welcome to the 2026
Powerhouse Ventures AGM

Welcome to the 2026 Powerhouse Ventures AGM

Welcome to the 2026
Powerhouse Ventures AGM

At this year’s AGM we’ll take a deep dive into the fund, explore market trends, and introduce you to our newest founders. Back by popular demand, we'll also host two interactive sessions that tap into the collective expertise of our LPs, who represent leaders from utilities, global energy and infrastructure companies, and venture firms building the future power system. Few rooms bring together this caliber of industry knowledge, influence, operating experience, and capital.

We’re thrilled to once again host a live recording of our podcast, Watt It Takes, this year featuring Drew Baglino, Founder and CEO of our portfolio company Heron Power, already a defining force in scaling electrification worldwide.

The following day, we’ll be hosting our annual celebration, New Dawn, and all AGM attendees will receive a complimentary VIP ticket.

Please RSVP via the Luma page below by July 31 and we look forward to seeing you on October 21 for the AGM and October 22 for New Dawn.

Agenda

Agenda

Wednesday, October 21, 2026 | AGM - San Francisco

9:00 - 10:00

Networking Breakfast

10:00 - 10:15

Welcome & Introduction

Emily Kirsch

Powerhouse Ventures

Founder & MP,

10:15 - 10:55

Market & Fund Review

Marie Thompson

Powerhouse Ventures

Partner,

10:55 - 11:25

Coffee Break

11:25 - 11:45

New Portfolio Company Introduction: CVector

CVector connects industrial control systems with dynamic energy market data to enable AI-driven techno-economic models and real-time optimization.

Richard Zhang

CVector

CEO,

Speaker

Tyler Ruggles

CVector

CTO,

Speaker

Gabriel VanLoozen

Powerhouse Ventures

Principal,

Moderator

11:45 - 12:05

New Portfolio Company Introduction: Distill Energy

Distill Energy combines probabilistic power flow, long-horizon fundamentals, and a forward evolving grid model in a dynamic grid simulation platform to help renewable energy and grid developers, financiers, and traders assess price and congestion risk from one month to 30 years into the future.

David Kozak

Distill Energy

CEO and Co-Founder,

Speaker

Gabe Cuadra

Powerhouse Ventures

Principal,

Moderator

12:05 - 12:30

Morning Interactive Session: Signal or Noise

Vote with your feet on market trends and predictions and decipher if they're real signals or just noise. The morning session pressure-tests data center load growth forecasts, the reality of data center moratorium risk, whether compute cost will actually continue to rise, and the assumption that autonomous vehicle fleets are the next large load.

12:30 - 1:55

Lunch

1:55 - 2:15

New Portfolio Company Introduction: AZX

AZX delivers tailored AI solutions for utilities, energy companies, real estate, and other critical industries.

Aaron Goldfeder

AZX

CEO and Co-Founder,

Speaker

Richard Evans

AZX

CTO and Co-Founder,

Speaker

Michael Albrecht

AZX

COO and Co-Founder,

Speaker

Marie Thompson

Powerhouse Ventures

Partner,

MODERATOR

2:15 - 2:40

Afternoon Interactive Session: Signal or Noise

Round two of voting with your feet to decipher real market signal from noise. The afternoon session will pressure-test the likelihood of critical industries building usable software in-house using AI, the assumption that lithium-ion battery costs will continue to fall, whether fusion and SMRs are really five years out, and if vehicle-to-grid has finally arrived.

2:40 - 3:10

Coffee Break

3:10 - 3:30

New Portfolio Company Introduction: TBA

3:30 - 3:50

New Portfolio Company Introduction: Mineral Forecast

Mineral Forecast helps geologists at mining and exploration companies decide where to explore, where to drill, and how to optimize existing mining sites with new AI insights and recommendations.

Javier Muñoz

Mineral Forecast

CEO and Co-Founder,

Speaker

Shaandiin Cedar

Powerhouse Ventures

Principal,

Moderator

3:50 - 4:00

Closing

Emily Kirsch

Powerhouse Ventures

Founder & MP,

4:00 - 5:00

Happy Hour

5:00 - 6:00

Watt It Takes Live with Drew Baglino, Founder and CEO of Heron Power

Drew Baglino

Heron Power

Founder & CEO,

Guest

Emily Kirsch

Powerhouse Ventures

Founder & MP,

Host

Thursday, October 22, 2026 | New Dawn - Oakland 

4:00 - 5:00

Private Reception - Powerhouse Ventures Investors and New Dawn Host Committee

5:00 - 6:00

VIP Admission - For those who purchased VIP tickets

6:00 - 10:00

General Admission - For all those with tickets

Speakers

Speakers

Drew Baglino

Heron Power

Founder & CEO

Richard Zhang

CVector

CEO,

Tyler Ruggles

CVector

CTO,

David Kozak

Distill Energy

CEO and Co-Founder,

Aaron Goldfede

AZX

CEO and Co-Founder,

Richard Evans

AZX

CTO and Co-Founder,

Michael Albrecht

AZX

COO and Co-Founder,

Javier Muñoz

Mineral Forecast

CEO and Co-Founder

Hosts

Hosts

Hosts

Emily Kirsch

Founder & MP

Marie Thompson

Partner

Gabe Cuadra

Principal

Gabriel VanLoozen

Principal

Shaandiin Cedar

Powerhouse Ventures

Principal

Shaandiin Cedar

Principal

Lucy Reading

Senior Associate


Kendall Cody

Marketing & Comms Director

Eric Zhang

Operations Associate

Jasmine Sorrells

Executive Assistant

Attendees

Attendees

Attendees

Alina Zagaytova

Deputy General Counsel, Venture Global

Deputy General Counsel, Venture Global

Deputy General Counsel, Venture Global

Alok Sindher

Founder and Managing Partner, Tierra Adentro Growth Capital

Founder and Managing Partner, Tierra Adentro Growth Capital

Founder and Managing Partner, Tierra Adentro Growth Capital

Audrey Lee

Audrey Lee

CEO, Lyra Power Technologies

CEO, Lyra Power Technologies

CEO, Lyra Power Technologies

Avra Durack

Avra Durack

Board Member and Strategic Advisor, Hyde Renewables

Board Member and Strategic Advisor, Hyde Renewables

Board Member and Strategic Advisor, Hyde Renewables

Barclay Palmer

Barclay Palmer

Executive Editor and Board Member, Climate & Capital Media

Executive Editor and Board Member, Climate & Capital Media

Executive Editor and Board Member, Climate & Capital Media

Bethany French

Bethany French

Senior EHS Counsel, Apple

Senior EHS Counsel, Apple

Senior EHS Counsel, Apple

Bodhi Burgess

Bodhi Burgess

President , Illuminav Advisors

Brian Janous

Brian Janous

CCO and Co-Founder, Cloverleaf Infrastructure

Brian Johns

Brian Johns

Engineering Manager, Pure Storage

Carlos Kokron

Carlos Kokron

General Partner, SE Ventures

Caroline Noble

Caroline Noble

Director, The Monarch Foundation

Director, The Monarch Foundation

Director, The Monarch Foundation

Chris Cholette

Chris Cholette

SVP of Engineering, Navan

SVP of Engineering, Navan

SVP of Engineering, Navan

Chris Vargas

Chris Vargas

Co-Founder, Kip AI

Co-Founder, Kip AI

Chrysanthe Gussis

Chrysanthe Gussis

Early Stage Business Investor and Advisor

Early Stage Business Investor and Advisor

Early Stage Business Investor and Advisor

Colby Hastings

Colby Hastings

Senior Director of Residential Energy, Tesla

Senior Director of Residential Energy, Tesla

Corinne Still

Corinne Still

Founding Partner, Northampton Capital Partners

Founding Partner, Northampton Capital Partners

Founding Partner, Northampton Capital Partners

Craig Tighe

Craig Tighe

Partner, DLA Piper

Partner, DLA Piper

Partner, DLA Piper

David Arfin

David Arfin

CEO, NineDot Energy

CEO, NineDot Energy

CEO, NineDot Energy

Dorian West

Dorian West

Co-Founder, Electric Hydrogen

Co-Founder, Electric Hydrogen

Co-Founder, Electric Hydrogen

Edward Hunt

Edward Hunt

Vice President, American Electric Power

Vice President, American Electric Power

Vice President, American Electric Power

Emilie Hung

Emilie Hung

Individual

Individual

Individual

Gabriel Kra

Gabriel Kra

Co-Founder and Managing Director, Prelude Ventures

Co-Founder and Managing Director, Prelude Ventures

Co-Founder and Managing Director, Prelude Ventures

Gehry Oatey

Gehry Oatey

Manager of ESG Data & Analytics, Oatey Company

Manager of ESG Data & Analytics, Oatey Company

Manager of ESG Data & Analytics, Oatey Company

Gregoire Viasnoff

Gregoire Viasnoff

Global Head of Accelerator, SE Ventures

Global Head of Accelerator, SE Ventures

Global Head of Accelerator, SE Ventures

Hannah Bascom

Hannah Bascom

General Manager, Uplight

General Manager, Uplight

General Manager, Uplight

Jason Green

Jason Green

Founder, Greenbridge Foundation

Founder, Greenbridge Foundation

Founder, Greenbridge Foundation

Jerry Lin

Jerry Lin

Mission Investing Analyst, The David and Lucile Packard Foundation

Mission Investing Analyst, The David and Lucile Packard Foundation

Mission Investing Analyst, The David and Lucile Packard Foundation

Jessy Rivest

Jessy Rivest

Investment Partner, Khosla Ventures

Investment Partner, Khosla Ventures

Investment Partner, Khosla Ventures

John Powers

John Powers

Founder, Elexity

Founder, Elexity

Founder, Elexity

Jon Foster

Jon Foster

Board Member, Avalanche Energy

Board Member, Avalanche Energy

Board Member, Avalanche Energy

Jon Wellinghoff

Jon Wellinghoff

CEO, GridPolicy

CEO, GridPolicy

CEO, GridPolicy

Julie Caskey

Julie Caskey

Attorney and Consultant

Attorney and Consultant

Attorney and Consultant

Luke Dunnington

Luke Dunnington

Founder and Former President, Intersect

Founder and Former President, Intersect

Founder and Former President, Intersect

Marc van Gerven

Marc van Gerven

Managing Director, Issaquah Ventures

Managing Director, Issaquah Ventures

Managing Director, Issaquah Ventures

Matt Maloney

Matt Maloney

Advisor and Investor

Advisor and Investor

Advisor and Investor

Nick Brod

Nick Brod

Senior Vice President of Energy Management, DNV

Senior Vice President of Energy Management, DNV

Senior Vice President of Energy Management, DNV

Nicole Lombardo

Nicole Lombardo

Head of Product Solutions & Activation, Energy & Mobility Ecosystems, Google

Head of Product Solutions & Activation, Energy & Mobility Ecosystems, Google

Head of Product Solutions & Activation, Energy & Mobility Ecosystems, Google

Peter Gajdoš

Peter Gajdoš

Deputy Chief Investment Officer & Portfolio Manager, Fifth Wall

Deputy Chief Investment Officer & Portfolio Manager, Fifth Wall

Deputy Chief Investment Officer & Portfolio Manager, Fifth Wall

Peter Reinhardt

Peter Reinhardt

CEO, Charm Industrial and Revoy

CEO, Charm Industrial and Revoy

CEO, Charm Industrial and Revoy

Rachel Sheinbein

Rachel Sheinbein

Partner, Very Serious Ventures

Partner, Very Serious Ventures

Partner, Very Serious Ventures

Robert O'Connor

Robert O'Connor

Member, WSGR

Member, WSGR

Member, WSGR

Susan Morey

Susan Morey

Senior Staff Megapack Policy Advisor, Tesla

Senior Staff Megapack Policy Advisor, Tesla

Senior Staff Megapack Policy Advisor, Tesla

Tamara Mendelsohn

Tamara Mendelsohn

COO, Overstory

COO, Overstory

COO, Overstory

Tim Derrick

Renewable Energy Advisor, Power Planet

Renewable Energy Advisor, Power Planet

Renewable Energy Advisor, Power Planet

Tom O'Keefe

Tom O'Keefe

Climate-tech Investor

Climate-tech Investor

Climate-tech Investor

Tom Werner

Tom Werner

Investor

Investor

Investor

Urvi Parekh

Urvi Parekh

Former Head of Global Energy, Meta

Former Head of Global Energy, Meta

Former Head of Global Energy, Meta

Wilson Tsai

Principal, Greedy Fish Ventures

Principal, Greedy Fish Ventures

Principal, Greedy Fish Ventures

2026

2026

2026

NEW DAWN

NEW DAWN

NEW DAWN

NEW DAWN

New Dawn is our annual party that celebrates the innovators, investors, and entrepreneurs who have built this industry, and those who are taking it to the next level. New Dawn is happening on Thursday, October 22nd, the day after our AGM, and all attending LPs will receive a fully comped VIP ticket.