Natural Resources >> Analyst Interviews >> July 31, 2013

Attractive Growth Outlook for Solar and Electric Vehicles

Sanjay Shrestha is a Managing Director and Senior Analyst covering alternative energy at Lazard Capital Markets. Prior to joining Lazard Capital Markets in February 2007, Mr. Shrestha was a Managing Director and Senior Research Analyst at First Albany Capital, where he built the firm’s alternative energy and industrial research practice. Prior to joining First Albany Capital in 2000, Mr. Shrestha was an Analyst at C.L King and Associates, where he covered the broad industrial sector. Mr. Shrestha has been recognized by Forbes/StarMine as the number one earnings estimator for 2006 and the number one stock picker for 2007. He was recently ranked a top-five global stock picker by Bloomberg magazine. He is often quoted as an industry expert in the media including The Wall Street Journal, Investor’s Business Daily, Barron’s, Business Week, Forbes, CNN, CNBC and CNNfn. Mr. Shrestha has been keynote speaker at NYSSA’s Annual Alternative Energy Conference each year since its inception in 2003. Mr. Shrestha received an undergraduate degree in finance from The College of St. Rose.  Profile
TWST: In your latest solar report, you wrote that “solar securitization will become a new asset class.” Can you elaborate?

Mr. Shrestha: Sure. One of the bottlenecks