1. Cleantech for the Water Sector Canadian Water Summit, Toronto Nicholas Parker Executive Chairman Cleantech Group, LLC June 16 2010

2. Cleantech Group: Experts on cleantech innovation - globally We convene the industry’s most dynamic events, deliver cutting edge market research, and provide high impact advisory services EVENTS RESEARCH ADVISORY 24 Cleantech Forums® worldwide since 2002 in San Francisco, Boston, New York, Toronto, Washington DC, Paris, London, Frankfurt, Brussels, Copenhagen, Shanghai, Beijing, Delhi, Mumbai Industry’s most extensive and widely cited data on cleantech investments and news locks us onto the pulse of innovation Skilled team of advisors helps global enterprises and institutions decipher the cleantech landscape and capitalize on opportunities

3. Urban Infrastructure Needs Makeover The World’s Urban Infrastructure Needs a $40 Trillion Makeover.

4. Framing our water focus Water risk exposure is reality for businesses – in a world where water demand outstrips supply, businesses must improve their water productivity and learn to do more with less!

5. Framing our water focus cont’d By some estimates, it could require $50 billion to $60 billion annually over the next two decades to close the gap between supply and demand. And technology improvements to water productivity or efficiency cuts across all industry value chains! Industry Agriculture Municipal/Domestic Automated irrigation and crop yield enhancing technologies to improve agriculture’s heavy water use Improved power production and other heavy-water use industrial processes. Improved water treatment and distribution productivity

6. Where there is opportunity, there are challenges! The price of water does not reflect its scarce nature and ultimately betrays its value. Holistic water policies and regulatory structures that incentivize water efficiency or improved water productivity are slowly emerging. The water sector is currently a diffuse array of businesses including: Steel & concrete pipe manufacturers, specialty chemical producers, measurement, monitoring & testing firms, tank manufacturers, manufacturers representatives, Consultants and engineers and various other new technology developers, etc. Buyers of water related goods & services ranging across public and private sectors have very different needs! All of which make for a challenging investment environment!

8. Commodity tradeoff debates intensify Watch for these tradeoffs to hit the headlines in 2010 Water-energy Land-energy Land-water Carbon-water Growing recognition of tradeoffs The internal combustion engine is far more water efficient than fuel cell or biofuel alternatives Solar thermal plants require large amounts of water Environmentalists beginning to object to wind and solar farms for land use reasons Water is going to be an increasingly important variable in energy production economics In some places, such as Alberta and Australia, water for coal and oil mining may soon compete with that for food production

12. Select Venture-Backed Water Companies Raw Water Treatment Distribution Smart Water/ Analytics Use Wastewater Treatment & Reuse Seed/Early Stage Late Stage

14. Building a green recovery: USD521bn Asia leads the way with almost 2/3rd of green stimulus Total Package- $32bn Green- 9% CC-39%, EE-51%, WW-10% Total Package- $712bn Green- 6% CC-32%, EE-67% Total Package- $649bn Green- 34% EE-84%, WW-16% Total Package- $537bn Green- 10% CC-30%, EE-68%, WW-2% Total Package- $977bn Green- 12% CC-33%, EE-50%, WW-17% Total Package- $76bn Green- 79% CC-51%, EE-25%, WW-23% CC- Low carbon power EE- energy efficiency WW- water & waste Total Package- $8bn Green Component- 11% EE-88%, WW-12% Total Package- $44bn Green- 23% CC-35%, EE-65% Source: HSBC estimates, government websites, others 16

15. Cleantech: The First Global Innovation Revolution Cleantech Mathematics Industrial Gunpowder IT Innovation Centre(s) Initial Spread The Present Day: Multiple regional sources of cleantech innovation are rapidly spreading globally.

16. Thanks! Access our Services to Participate in the Emerging Clean Economy www.cleantech.com nick@cleantech.com See you at Cleantech Forum XXVIII, New York, October 12-13