Agenda

Novogradac 2021 Fall Renewable Energy and Environmental Tax Credits Conference

Agenda

Please view CPE here.

WEDNESDAY, NOVEMBER 3, 2021

THURSDAY, NOVEMBER 4, 2021

WEDNESDAY, NOVEMBER 3, 2021

9:00 am - 5:00 pm

Project Finance Primer - additional fee required

The day will start with experts providing an overview of the primary tax incentives for renewable energy (ITC, PTC, depreciation, etc.), the ownership structures that are most commonly used and the most relevant IRS tax rules to be aware of when structuring RETC deals. From there, project finance specialists will walk attendees through a partnership flip model, an inverted lease model and also discuss financial reporting issues common to renewable energy (i.e. HLBV, Business Combinations, etc.), not to mention color commentary throughout the day on the latest project finance trends in the renewable energy industry.

Tracks:

Speaker: Forrest Milder, Partner, Nixon Peabody LLP

Speaker: Courtney Mooney, Associate, Nixon Peabody LLP

Speaker: James Duffy, Partner, Nixon Peabody LLP

Speaker: Josh Morris, Principal, Novogradac

Speaker: Nick Ives, Principal, Novogradac

Speaker: Tony Grappone, Partner, Novogradac

Speaker: Rob Bryant, Partner, Novogradac

Speaker: Karl Majors, Manager, Novogradac

Speaker: Roshni Mali, Vice President, Captona

THURSDAY, NOVEMBER 4, 2021

8:00 am - 9:00 am

Registration and Breakfast / Login

9:00 am - 9:15 am

Welcome Address and Opening Remarks

Tony Grappone, the conference chair will welcome attendees and provide a preview for the event.

Tracks:

Speaker: James Duffy, Partner, Nixon Peabody LLP

Speaker: Tony Grappone, Partner, Novogradac

9:15 am - 10:30 am

Washington Wire

Washington insiders specializing in renewable energy will break down the latest laws passed, the current bills moving through Congress as well as prognosticate how renewable energy tax policy is apt to change in the foreseeable future.

Tracks:

Speaker: JC Sandberg, Chief Advocacy Officer, American Clean Power

Speaker: Alice Lin, Budget and Tax Policy Advisor, House Ways and Means Committee

Speaker: Robert Andres, Senior Policy Adviser, Senate Finance Committee

Moderator: Peter Lawrence, Director of Public Policy and Government relations, Marketing, Novogradac

Speaker: Jeremy Woodrum, Director of Congressional Affairs, Solar Energy Industries Association

10:30 am - 10:45 am

Balance Break

10:45 am - 11:45 am

Insider View: Direct Investors and Tax Equity

Direct tax equity investors will comment on the marketplace, types of deals and structures are in highest demand, views on certain types of technology (i.e. storage), the structures they tend to favor and why, tips on attracting and closing tax equity as well as their view for upcoming year and beyond.

Tracks:

Speaker: Scott Gubbels, Executive Director, NelNet

Moderator: Jorge Medina, , Pillsbury Winthrop Shaw Pittman LLP

Speaker: Colin Witherspoon, Vice President | Business Development – Environmental Finance, U.S. Bancorp Community Development Corporation

Speaker: Gary Blitz, Co-CEO/Global Head of Tax Insurance, Aon Transaction Solutions

Speaker: Eric J. Heintz, Vice President and Director of Energy Finance, M&T Bank

12:00 pm - 1:30 pm

Luncheon

1:30 pm - 2:30 pm

What's the Deal? Hot Topics

A panel of experts discuss a variety of issues including tax position insurance, basis risk, merchant tails and carbon capture. Stay informed on the latest issues.

Tracks:

Speaker: Jessie Robbins, , Generate

Speaker: Adam Kuehne, Chief Investment Officer, Summit Ridge Energy

Speaker: Ed Rossier, Managing Director , Enhanced Capital

Moderator: Nat Eng, Partner, Novogradac

Speaker: Antony Joyce, Senior Vice President in the Transactional Risk Practice, Marsh

2:30 pm - 2:45 pm

Balance Break

2:45 pm - 3:45 pm

Developer/Sponsor Roundtable

Renewable energy developers/sponsors share insights on current trends with respect to project types (i.e. community solar in emerging states like Illinois, latest thoughts on utility scale projects in ERCOT, current issues around financing storage, availability of debt, cash equity and tax equity).

Tracks:

Speaker: Prashanth Prakash, , Ecofin

Speaker: Laura Stern, Co-CEO, Nautilus Solar Energy, LLC

Speaker: Sripradha Ilango, Chief Financial Officer, Soltage LLC

Moderator: Katherine Ross, Partner, Parker Poe & Bernstein LLP

Speaker: Andrew Bernstein, Managing Partner, Kearsarge

3:45 pm - 4:00 pm

Balance Break

4:00 pm - 5:00 pm

Emerging Technologies: Best Practices

Renewable energy storage and other technologies continue to expand. Hear experts discuss technology issues as well as best practices and financing and hear about efforts to expand tax credits to include storage and other costs.

Tracks:

Speaker: Daniel Crotzer, President, Fractal Energy Storage Consultants

Speaker: Sam Kamyans, , Allen & Overy

Speaker: Sandro Wrysch, , ENGIE Acquisitions Investments and Financial Analysis group

Speaker: Izzet Bensusan, Managing Partner and Founder, Captona

Moderator: Jenn Wnek, , Allen & Overy

Speaker: Chris Wright, , E3 Consulting

5:00 pm - 6:00 pm

Networking Reception

FRIDAY, NOVEMBER 5, 2021

8:00 am - 9:00 am

Registration and Breakfast / Login

9:00 am - 10:00 am

Tax Equity: Intermediaries and Syndicators Perspective

The tax equity market has increased significantly this year and has evolved quickly to feature many syndicators and intermediaries that help facilitate tax equity investments. Learn what syndicators are seeking in renewable energy properties when they consider investment and how you can maximize your ability to monetize your credits with syndicators.

Tracks:

Speaker: Sarah Kuipers, General Counsel, Alchemy Renewable Energy

Speaker: Bryen Alperin, Director , Foss & Co.

Speaker: Karin Berry, Vice President and Manager of Renewable Energy, National Trust Solar

Moderator: James Duffy, Partner, Nixon Peabody LLP

10:00 am - 10:10 am

Balance Break

10:10 am - 11:00 am

Debt, Cash and a Successful Transaction

Are interest rates on the rise? How accessible is cash equity and where can sponsors find the cheapest capital? Leading lenders and investors will shed light on how to access debt and cash equity and what types of projects tend to attract the lowest cost of capital.

Tracks:

Speaker: Scott Zajac, Chief Executive Officer, Rockwood Group

Speaker: Derek Welsh, Vice President - Head of C&I Solar, Live Oak Bank

Speaker: Rod Eckhardt, , Seminole Financial Services

Speaker: Aaron Klein, Managing Director , KeyBanc Capital Markets

Speaker: Craig Robb, Managing Director Power Project Finance, City National Bank

Moderator: Tony Grappone, Partner, Novogradac

11:00 am - 11:10 am

Balance Break

11:10 am - 12:00 pm

Structuring Your Transaction for Success

Tax equity structuring is about balancing investor return profiles. To structure a deal effectively, you need to know the key tax issues that help maximize returns while complying with the various tax rules. Hear what these experts have to say about the most relevant tax issues that deal participants face today, from commencing construction to determining purchase price allocations, evaluating ownership structures and valuing call options, and more! You’ll hear lessons learned and tips on how to not only getting your deal closed but with optimal benefits.

Tracks:

Moderator: Forrest Milder, Partner, Nixon Peabody LLP

Speaker: Bryan Didier, Partner, Leverage Law Group, LLC

Speaker: Corey Lewis, Senior Vice President, Aon Transaction Solutions

Speaker: John Dalton, Principal, Miles & Stockbridge PC

Speaker: John Eliason, Global Co-head of Energy Project Finance, Greenberg Traurig, LLP