Novogradac 2022 Spring Renewable Energy and Environmental Tax Credits Conference

Agenda

Please note the agenda is set in Mountain Standard Time.

Please find CPE info here.

WEDNESDAY, MAY 18, 2022

THURSDAY, MAY 19, 2022

WEDNESDAY, MAY 18, 2022

9:00 am - 5:00 pm

Project Finance Primer

Gain an overview of the primary tax incentives for renewable energy, most common ownership structures and the most relevant IRS tax rules while structuring green energy deals. Project finance specialists explain a partnership flip model and an inverted lease model and also discuss financial reporting issues common to renewable energy. Get updated on the state of the market, GAAP hot topics and diverse technologies in the clean energy world.

Tracks:

Speaker: Tong Tran, Principal, Novogradac

Speaker: Sean Collins, Principal, Novogradac

Speaker: Steve Varady, Principal, Novogradac

Speaker: Dylan Hammer, Vice President, Investments, Soltage

Speaker: Brady Olson, COO, Open Mountain Energy

Speaker: Alvin Lee, Partner, Novogradac

Speaker: James Duffy, Partner, Nixon Peabody LLP

Speaker: Courtney Mooney, Counsel, Nixon Peabody LLP

THURSDAY, MAY 19, 2022

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 9:15 am

Conference Welcome

The conference chair welcomes attendees and sets the stage for the next two days of education and networking.

Tracks:

Speaker: Nat Eng, Partner, Novogradac

9:15 am - 10:45 am

Washington Report

In a midterm election year, will Congress consider extension or expansion of the production tax credit or investment tax credit? Experts share their thoughts and whether the green energy provisions of the Build Back Better Act could be revisited. Also get insight into what role clean energy could play in the coming elections.

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

10:45 am - 11:00 am

Balance Break

Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.

Tracks:

11:00 am - 12:00 pm

Solar Market Update

Hear about the state of the solar investment market, from residential solar to utility scale. Hear which markets are seeing the most activity and learn how energy storage plays a role in investor interest.

Tracks:

Speaker: Rod Eckhardt, Managing Director, Seminole Financial Services

Moderator: Tony Grappone, Partner, Novogradac

Speaker: Evan Karambelas , Director, Mergers and Acquisitions, Soltage

Speaker: Corey Lewis, Managing Director, Aon Transaction Solutions

Moderator: James Duffy, Partner, Nixon Peabody LLP

12:00 pm - 1:30 pm

Networking Lunch

1:30 pm - 2:30 pm

Tax Equity Investor Landscape

Hear about the state of the tax equity investor landscape from those who know. Learn about new investment and underwriting risks and investment in green energy outside of solar and wind. Also hear about efforts to bring in new investors. Get the information you need to maximize equity investment in your transaction.

Tracks:

Speaker: Adam Altenhofen, Senior Vice President, U.S. Bancorp Community Development Corporation

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

Speaker: Bryen Alperin, Director , Foss & Co.

Moderator: Alejandra Garcia Earley, Shareholder, Greenberg Traurig, LLP

2:30 pm - 2:45 pm

Balance Break

Tracks:

2:45 pm - 3:45 pm

Bringing in Low Cost of Capital - Debt Providers

Low-cost capital can be a game-changer for a green energy transaction and this panel will address what you need to know about it. Hear about innovative financing products, get an update on underwriting and pricing and hear about financing for both early stage and overall development. Also get updated on new participants in the equity and debt world and the role of ESG in motivating investments.

Tracks:

Speaker: Justin Elswit, Vice President, Renewable Energy and Specialty Finance , Celtic Bank

Speaker: Joe Ritter, Vice President, Seminole Financial Services

Moderator: Courtney Mooney, Counsel, Nixon Peabody LLP

Speaker: Karl Choltus, Managing Director , Brown & Brown

Speaker: Craig Robb, Senior Vice President and Managing Director, City National Bank

3:45 pm - 4:00 pm

Balance Break

Tracks:

4:00 pm - 5:00 pm

Managing and Structuring Around Risk

Risk is an inherent part of any development and this panel will discuss various risks as well as how to manage and structure your transaction to address them. From community solar subscriptions to climate change and wildfires to REC markets and hedging, hear best practices to consider for your transaction. Also learn about merchant risk and innovative financial projects to help address risk.

Tracks:

Speaker: Antoine Bishara, Principal, Greenprint Capital, LLC

Speaker: Jessie Robbins, Vice President, Generate

Speaker: Jordan Tamchin, Senior Vice President and Tax Insurance Practice Leader, CAC Specialty

Moderator: Jenn Wnek, Partner, Allen & Overy

5:00 pm - 6:00 pm

Networking Reception

FRIDAY, MAY 20, 2022

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 9:55 am

Tax Structuring Trends

Balancing investor return profiles in a tax equity structure requires an understanding of key tax issues to maximize return while complying with tax rules. An expert panel will discuss tax issues for deal participants, including commencing construction, determining purchase price allocations, evaluating ownership structures and valuing call options. Get tips on how to close your transaction with optimal benefits.

Tracks:

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

Speaker: Forrest Milder, Partner, Nixon Peabody LLP

Moderator: Carol Mihalic, Partner, Kutak Rock LLP

10:00 am - 10:55 am

Sponsor Equity

Hear from insiders how the best tax equity syndication transactions take place. Learn about pricing, participants and what to expect while syndicating your tax credits.

Tracks:

Speaker: John Chaimanis, Co-Founder and Managing DIrector, Kendall Sustainable Infrastructure

Speaker: Alex Hancock, Vice President, Clean Energy Finance, Nuveen Green Capital

Moderator: April Kim, Shareholder, Greenberg Traurig, LLP

11:00 am - 11:55 am

Emerging Technologies

Green energy is no longer just wind and solar. This panel addresses emerging technologies in the clean energy world, including the fast-growing world of hydrogen. Panelists will also discuss such technologies as waste energy recovery, hydro and biomass. Be informed on what’s coming in green energy.

Tracks:

Speaker: Julian Torres, Chief Investment Officer, Scale Microgrid Solutions

Speaker: Brady Olson, COO, Open Mountain Energy

Moderator: Sam Kamyans, Partner, Allen & Overy