The document discusses how population growth, urbanization, and increasing resource demands will lead to 10 billion people and 400 megacities by 2050. It also notes that private capital investment in cleantech innovation has topped $100 billion. Finally, it proposes that Ontario and Masdar could be transformative partners in addressing these challenges through a cleantech accelerator that identifies client goals and barriers, recommends target partners, and accelerates cleantech solutions.

1. Cleantech 3.0: Urbanization and Supply Chains
Ontario and Masdar as Transformative Partners
Cleantech B2B Seminar, MARS, Toronto
Nicholas Parker
Executive Chairman
Cleantech Group, LL
September 16 2009

2. Population Growth x Urbanization x Resource Demands
18 Megacities
in the World
Today
At current growth rates, 10
Billion Population and 400
Megacities by 2050
More people today than all
our ancestors combined
Source: Earth Presentation, Global Education Project

3. Private Capital for Cleantech Innovation tops $100B
*As of 31st August 2009 Source: Cleantech Group

4. Global Cleantech VC Investments 2002-2009
YTD*
$9.0 B 600
Billions
2002 Total 2004 Total 2006 Total 2008 Total
$0.9bn 2003 Total $1.4bn $4.6bn $7.9bn
$8.0 B
2005 Total 2007 Total 2009 YTD*
$1.3bn
$2.1bn $6.1bn Total
485 498
$3.4bn 500
$1.2 B
$7.0 B
408
$6.0 B 384 400
334 $2.8 B
$1.7 B 326
$5.0 B
301
300
$4.0 B
$1.9 B
$3.0 B $2.2 B $0.8 B 200
164
$2.0 B
$1.3 B $1.5 B
100
$1.0 B $1.8 B
$1.1 B $1.1 B
$0.0 B 0
2002 2003 2004 2005 2006 2007 2008 2009
Source: Cleantech Group
*As of 31st August 2009

5. Cleantech now largest U.S. VC Category.
30%
Selected other sectors in 2Q09: 27%
Biotechnology - 24% share 25%
25%
Software - 18% share
Services & Equipment - 17% share
22%
Percentage of Investment in
20%
18%
17%
15% 15% 15%
14%
12%
12%
Cleantech
10% 10% 10%
8%
7%
7%
5% 5%
4% 4% 4%
3% 3% 3%
0%
1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 1Q06 2Q06 3Q06 4Q06 1Q07 2Q07 3Q07 4Q07 1Q08 2Q08 3Q08 4Q08 1Q09 2Q09
Quarter
Source: Cleantech Group, PWC MoneyTree Report

6. Global Stimulus Spending on Cleantech in 2009
Public Sector
Private Sector
Sources: Cleantech Group, WEF, IEA WEO 2008 and HSBC

7. 3.0: Stimulus and Innovation Issues
• Where do we want to go?
– Smartening Existing Grid or Smart Electricity Web?
– Urban Design Shift?
– Quality vs Quantity of Consumption?
• Bringing Technology to Scale
• Cooperation Across Borders
• Systems Thinking for Sustainability
• The Need for Transformative Institutions
• It’s the Supply Chain, Stupid!

8. The Cleantech Accelerator ™
Mission:
Accelerate the successful implementation of cleantech solutions
to achieve sustainable business and development goals
Applications include: Benefits to organizations include:
• open innovation sourcing • reduce environmental impact
• acquisition identification • solutions to achieve carbon reduction
• investment screening goals
• monetizing intellectual • lower operational and life cycle costs
property • new revenue opportunities
• new business creation • platform for open innovation
• positive brand and stakeholder relations
impact
• achievement of carbon reduction goals

9. Accelerator Innovation Pipeline
3000+ Cleantech
Investors
National &
University Labs Cleantech Identification of
Connections & Client Goals &
Relationships Barriers
and Existing Accelerator
Growth Cos & Market
Solution Recommended
Entrepreneurs Intelligence, Target Partners
Database Screening,
Evaluating
10,000 + &Testing
Corporates globally
Service
Providers

10. Walmart / Cleantech Focused on 8 Solution Areas

11. Thank You!
Masdar, the Source: Ontario, the
Supply.
www.cleantech.com
nick@cleantech.com