Tong Tran is a principal in the Walnut Creek, Calif., office of Novogradac, where he provides audit and tax consulting services to clients in the renewable energy industry. Mr. Tran has extensive experience working with renewable energy developers, lenders and tax credit equity investors on the structuring and financing of renewable energy investment tax credit and production tax credit transactions, including preparing financial projections that include projecting sources and uses of cash, net operating income, taxable income, summary of tax benefits available to the investor and estimated tax credits. He also works on final cost certifications and cost segregation reports. Mr. Tran received his bachelor’s degree from the University of California, Santa Barbara. Mr. Tran is licensed in California as a certified public accountant.
Julian Torres serves as the chief investment officer and is primarily responsible for guiding the investment strategy, structuring and deployment of Scale’s capital into distributed energy resources and energy infrastructure assets. Prior to joining Scale, Mr. Torres was most recently a director in RBC Capital Markets’ Global Investment Banking division where he was responsible for more than $1 billion of renewable energy tax equity investments, a position he held from 2015 to 2020. Mr. Torres’ professional career spans more than 15 years, beginning with Credit Suisse First Boston’s Asset-Backed Securities principal investing desk. In that time, he assisted with closing more than $12 billion in structured finance transactions across commercial and consumer asset classes. In 2009, Mr. Torres co-founded RLR Consultants, a boutique renewable energy tax equity and project finance advisory firm. While at RLR Consultants, Mr. Torres led the closing of nearly $1 billion in tax equity and project finance term debt on behalf of clients. As vice president at Kilowatt Financial, a renewable energy and energy efficiency specialty finance company, Mr. Torres was responsible for raising tax equity and debt in support of the company’s portfolio. He holds a bachelor’s degree in business administration from Boston University’s Questrom School of Business and is a CFA Charterholder.
Chief Advocacy Officer American Clean Power
JC Sandberg is the chief advocacy officer at the American Clean Power Association (ACP). He leads ACP’s state and federal advocacy and regulatory policy work as well as ACP’s legal and research teams. Prior to joining ACP, Sandberg led global government affairs and policy at GE Renewable Energy. In this role, Sandberg was instrumental in the global growth of the company’s onshore and offshore wind, grid, hydro, and storage businesses. Sandberg played an active role in the establishment of policy and regulatory frameworks enabling the accelerated deployment of renewable energy in domestic and foreign markets. Sandberg began his policy career in 2001 as Counsel to the U.S. Senate Committee on Environment and Public Works where his portfolio included surface transportation, federal government response to the 9/11 attacks and a range of environmental issues. During his Senate tenure, Sandberg was a lead Senate negotiator on the $300 billion reauthorization of the Transportation Equity Act for the 21st Century. Following his work on the Hill, he served as Counsel to the law firm of Baker Donelson where he advised clients on energy and infrastructure issues. Sandberg earned his bachelor’s degree in accounting from Brigham Young University and his juris doctor from the University of Arizona.
Co-Founder and Managing DIrector Kendall Sustainable Infrastructure
John Chaimanis is the co-founder and managing director of Kendall Sustainable Infrastructure (KSI), a leading development and asset management firm that positively impact the world through direct investments into distributed scale sustainable infrastructure assets such as clean energy and water projects. In 2005, Chaimanis began working in renewable energy development and project finance, which coincided with the early adoption of utility scale wind energy projects in the United States. After working with regional renewable energy project developers in the New England region, and prior to founding KSI, he worked with a subsidiary of Edison International in California where he developed and financed utility scale wind projects. Chaimanis has led nearly 100 project developments and financings. Chaimanis is a recognized thought leader, lecturer, and author. He consults regularly with sustainable business startups, investors, and institutions on the topics of sustainability and project finance and is an adjunct faculty in the finance division at Babson College. Prior to his career in clean energy investing, Chaimanis co-founded of a charter school in the greater Boston area. Chaimanis holds a master’s degree from Babson College, a bachelor’s degree in finance from Villanova University, and has earned certification from US SIF for Sustainable and Responsible Investing (SRI). He has been featured in the 2014 Journal of Environmental Investing “Most Influential Investors” edition, the Institutional Investing in Infrastructure “In Focus” interview web series, the Family Office Review, the SunCast Podcast with Nico Johnson, the Solar Maverick Podcast, the EM2U Podcast, and is the author of a graduate level energy investment business case.
Managing Director Seminole Financial Services
Rod Eckhardt is the managing director of The Seminole Companies renewable energy platform. Over a 20-year span, Eckhardt has worked extensively with tax incented investments including renewable energy and real estate from both an equity and debt perspective. His experience includes legal, underwriting, structuring, asset management, fund management, origination and syndication of investments representing more than $2 billion. Eckhardt is a speaker at finance conferences across the country and has been featured on C-Span. He has worked on behalf of tax credit syndicators, lenders, investors, developers and the United States Department of Energy. Eckhardt previously served as vice president for Capmark Finance Inc. and as investment counsel for a division of GMAC. He earned his B.A. from Colorado State University and his J.D. from Gonzaga School of Law.
Vice President, Renewable Energy and Specialty Finance Celtic Bank
Justin Elswit is vice president, renewable energy and specialty finance at Celtic Bank. In this role, Elswit sources opportunities for Celtic to invest in renewable energy projects and companies across the United States, and leads transaction structuring, negotiations, and underwriting. Previously, Elswit worked at Wunder Capital, a fintech developing a commercial solar investment platform, and Amp Energy, where he was responsible for raising financing and managing investor relationships across Amp’s U.S. portfolio of solar and storage assets. Before his career in domestic renewable energy, Elswit worked at the Overseas Private Investment Corporation (OPIC), the U.S. government’s development finance institution, and the United States Agency for International Development (USAID). At OPIC and USAID, Elswit structured, underwrote and managed complex impact-focused debt transactions in emerging and frontier markets. He holds a master’s degree with a certificate in International Development from Duke University.
Global Co-head of Energy Project Finance Greenberg Traurig, LLP
John Eliason, global co-head of energy project finance at Greenberg Traurig, is a highly respected attorney in the field of tax equity. He has spent more than 20 years representing tax equity investors and developers, with a focus on renewable and alternative energy for the last decade. Eliason has played a pivotal role in the advancement of the renewable energy market. His clients include major financial institutions (tax equity investors and infrastructure funds), solar, wind, and alternative energy developers, as well as leading equipment manufacturers. Eliason focuses his practice on advising tax equity investors, lenders, developers, and sponsors in the renewable energy space—particularly those relating to wind, solar, biomass, and other emerging technologies—with structuring and closing transactions that rely on federal and state tax incentives, like the federal production tax credit (PTC), energy investment tax credit (ITC) and accelerated depreciation (MACRS and “bonus”). Eliason regularly advises clients implementing partnership flips, public/private partnerships, sale-leasebacks, and other structuring options. He also works with non-U.S. based pension and private equity funds investing in energy and infrastructure assets. Eliason’s practice includes representing clients in front of the Department of Treasury and the Internal Revenue Service. Prior to practicing law, Eliason founded an information management company based in Austin, Texas. He is also a veteran of the Texas Army National Guard.
Partner Nixon Peabody LLP
Forrest Milder is one of Nixon Peabody LLP’s lead tax partners when it comes to tax credits and other tax-advantaged investments. Milder has a national practice that emphasizes the development of renewables, affordable housing, historic tax credit (HTC) and new markets tax credit (NMTC) projects, as well as resolving disputes with the IRS. Milder’s practice emphasizes structuring and bringing to closure many kinds of tax-advantaged projects, both for investors and those who need their investment. Milder has advised on an exceptionally wide range of ventures, with sizes from hundreds of thousands of dollars to hundreds of millions. Milder has worked with countless developers and investors to close hundreds of transactions involving the low-income housing tax credit (LIHTC), including everything from standard ventures to “80-20” deals and “lease pass-throughs” that also involve the HTC. He is active in the Solar Energy Industry Association’s (SEIA’s) Tax Committee, and authored part of its proposal to the IRS on the solar tax credit regulations. He has also written more than 70 published articles about renewable energy, including solar, geothermal, biomass, water-based and wind. In addition, Milder is a former chairman of both the American Bar Association’s (ABA’s) 7,000-member Forum on Affordable Housing and Community Development and the 3,000-member MIT Enterprise Forum of Cambridge. He is the vice chairman of the Historic Tax Credit Coalition and was a major participant in helping to shape the IRS’s safe harbor on that credit.
Vice President, Clean Energy Finance Nuveen Green Capital
Following a 14-year career in commercial real estate, which included portfolio management of a diversified domestic equity portfolio, acquisitions, and asset management, Alex Hancock pivoted to clean energy finance beginning with his activation of a solar program within his CRE portfolio at Nuveen. As vice president of clean energy Finance at Nuveen Green Capital, Hancock and his team work closely with clients and capital partners to provide scalable and flexible equity and lending solutions through a pooled solar capitalization strategy, which includes leveraging Nuveen Green Capital’s market-leading C-PACE platform, to increase distributed energy production in the commercial and industrial (C&I) segment.
Senior Vice President U.S. Bancorp Community Development Corporation
Adam Altenhofen is a senior vice president in U.S. Bank’s Environmental Finance Division, where he leads product and service development focused on supporting the energy transition and environmental justice. While at U.S. Bank, Altenhofen has been responsible for either originating or closing investments that financed more than 7.4 GW of solar and wind capacity. Prior to his current role, Altenhofen held positions as a business development officer and senior project manager for U.S. Bank’s renewable energy investments group. Altenhofen previously held positions in power and energy lending at U.S. Bank and his background includes more than 18 years of experience in structured and corporate finance for power projects, electric and water utilities, and independent power producers. Altenhofen received a bachelor’s degree in business administration from Colorado State University.
Principal Greenprint Capital, LLC
Antoine Bishara is the principal of renewable investments at Greenprint Capital, where he leads both the investment and asset management process for renewable energy projects. Bishara has more than 10 years of experience in the renewable energy sector where he raised debt and tax equity financing for hydro, wind and solar projects. In addition, Bishara previously worked for KPMG LLP and PwC LLP, and over his career he has more than $6 billion of transaction experience in project finance, structured finance, bond issuance, valuation, foreign exchange and M&A. Bishara received a bachelor’s degree from the University of British Columbia and holds a CPA as well as a CFA.
Sean Collins is a principal in the Walnut Creek, Calif., office of Novogradac. Mr. Collins has
assisted in financing solar, wind and biomass portfolios valued in excess of $300 million, with tax equity and traditional debt, by assisting lenders and investors in their due diligence efforts. He also regularly provides guidance on a consulting basis to clients on a broad range of partnership tax matters and accounting issues under U.S. Generally Accepted Accounting Principles (GAAP), particularly the application of the hypothetical liquidation at book value approach to the equity method of accounting. Mr. Collins is licensed in California as a certified public accountant.
Vice President Generate
Jessie Robbins leads tax equity and other capital formation efforts within the capital markets team at Generate Capital. She works to source, structure and close project financing for distributed solar, community solar, solar + storage, fuel cells, and other project types with applicable tax credits, focusing on crafting innovative financing solutions for the sustainable resource revolution. Prior to joining Generate Capital, Robbins worked across project acquisitions, capital origination, investor relations, and tax equity and debt structuring at Sol Systems. She previously held research positions at Kilpatrick Townsend & Stockton and the Earth Policy Institute. Robbins graduated from the Walsh School of Foreign Service at Georgetown University, where she received a bachelor’s degree in science, technology and international affairs, concentrating in energy and the environment with a certificate in international development.
Steven Varady is a principal in the New York City office of Novogradac. Mr. Varady formerly
provided primarily audit and tax services to affordable housing partnerships and equity funds.
More recently, he has been involved extensively in the renewable energy industry, providing
forecasting, consulting and tax services for renewable energy transaction investment tax credit
and production tax credit transactions, working extensively on the preparation of tax-basis,
project and fund-level financial projections for a variety of clients, including developers, sponsors,
financial institutions and investors. Mr. Varady also has experience in community development,
including the affordable housing and historic tax credit transactions. Additionally, Mr. Varady
is active within the newly established opportunity zones industry. He is also a technical editor
of the Novogradac Renewable Energy Tax Credit Handbook, contributor to various articles
in the Novogradac Journal of Tax Credits and a frequent speaker at Novogradac’s Financing
Renewable Energy Tax Credit Conference and Structured Finance Primer. He received degrees
in accounting and finance from California State University, Chico, and is licensed in California
as a certified public accountant.
Vice President, Investments Soltage
Dylan Hammer is a vice president of investments at Soltage. Hammer has eight years of experience in PV solar and energy storage investments and financings. Prior to Soltage, Hammer worked as a financial analyst and project development associate for Conergy and SunPower in the C&I and Utility sectors of the solar industry. Hammer graduated from Bowdoin College with a bachelor’s degree in government.
Tony Grappone is a partner in the Andover office of Novogradac, where he specializes in providing accounting, tax and consulting services to developers, syndicators and investors of developments that qualify for federal and state tax credits such as the low-income housing tax credit, historic rehabilitation tax credit, new markets tax credit, renewable energy tax credits and opportunity zone incentives. Mr. Grappone is a frequent speaker at various renewable energy and other tax credit industry events and has contributed several articles on renewable energy to the Novogradac Journal of Tax Credits and serves as a technical editor of the Novogradac Renewable Energy Tax Credit Handbook. Before joining Novogradac, Mr. Grappone worked at Ernst & Young LLP, specializing in partnership taxation within the affordable housing industry and servicing many of the nation’s largest tax credit syndicators and investors. In addition, he served several leading venture capital firms as well as commercial real estate developers and investors. Mr. Grappone serves as a board member of Windustry and previously served as a member on the Northeastern University Undergraduate Accounting Group advisory board and the board of directors of the Women’s Institute for Housing and Economic Development. He received a bachelor’s degree from Northeastern University in Boston and is licensed in Massachusetts, Connecticut, New Hampshire and Rhode Island as a certified public accountant.
COO Open Mountain Energy
Vice President Seminole Financial Services
Joe Ritter is senior vice president of business development at Seminole Financial Services LLC, a full-service national investment management and financial services organization. Since 2009, Seminole has directly funded construction and permanent financing for almost 1 GW worth of solar and wind projects, totaling more than $1.9 billion of its own managed capital. In addition to debt capital, Seminole also provides tax credit equity for solar projects. Ritter has been with Seminole since the company’s formation and has personally originated, underwritten and managed more than $750 million in construction and permanent financing for renewable energy projects. Ritter holds a bachelor’s degree in finance from the University of Central Florida.
Director, Mergers and Acquisitions Soltage
Shareholder Greenberg Traurig, LLP
April B. Kim is a shareholder at Greenberg Traurig LLP and focuses her practice on energy industry transactions, including mergers and acquisitions, project development and finance. She represents clients in both renewable and non-renewable energy transactions. Kim’s experience includes drafting and advising on credit agreements, security agreements, purchase and sale agreements, joint venture agreements, tax equity transaction agreements, and commercial project contracts, including EPC agreements, O&M agreements, supply agreements, and power purchase agreements.
Senior Vice President and Tax Insurance Practice Leader CAC Specialty
Jordan Tamchin is a senior vice president and leader of the tax insurance practice at CAC Specialty. He specializes in delivering innovative and unique insurance solutions for the most complex tax risks and has technical tax expertise, market experience, and business acumen. Tamchin is a leader in the tax insurance industry and continues to play an instrumental role in its dynamic growth and acceptance among insurance carriers, corporations, and private equity funds.
Co-CEO/Global Head of Tax Insurance Aon Transaction Solutions
Gary P. Blitz is global co-CEO of Aon’s M&A and Transaction Solutions practice. Blitz heads the global Transaction Solutions side of the practice, which is the leading insurance broker for representations and warranties insurance/warranties and indemnities insurance, tax insurance, litigation insurance and bespoke transactional insurance solutions in the Americas, EMEA and APAC. Blitz also leads the tax insurance practice specializing in the placement of tax insurance programs for M&A transactions, tax credit investments and non-transactional situations. Throughout Blitz's career, he has been a leader in the tax and transactional insurance business. Blitz played an instrumental role in the development of representations and warranties insurance and tax insurance and the growth of transaction solutions generally. Blitz is often called upon to create unique solutions where no “off the shelf” product exists. Blitz joined Aon after a 20-year legal career at firms, including Mintz Levin and predecessors of DLA Piper and Katten Muchin Rosenman. Blitz began his career as a tax lawyer and acted as legal counsel to U.S., London and international insurers, and was a nationally recognized expert in the insurance of financial and transactional risks. Blitz also founded ML Insurance Strategies, the insurance brokerage affiliate of Mintz Levin, and Kingswood Group, a tax credit insurance underwriter. Blitz graduated from the University of Michigan School of Business Administration with a B.B.A. with Distinction and from New York University School of Law with a J.D. He is a member of the New York State and District of Columbia Bars, and a licensed property and casualty insurance broker. Blitz previously served on the board of directors of Adoptions Together Inc., a Maryland not-for profit, in various capacities. Blitz is a frequent speaker at industry events and is often quoted on topics relating to tax and transactional insurance solutions.
Managing Director Aon Transaction Solutions
Corey Lewis joined Aon's Transaction Solutions team in June 2015, focusing on tax insurance. Prior to joining Aon, Lewis was an associate in the International Tax Services: Financial Services/Real Estate division in the New York office of PricewaterhouseCoopers. At PwC, Lewis focused primarily on the tax structuring of international real estate investments.
Alvin Lee is a partner in the San Francisco office of Novogradac, where he specializes in real estate and renewable energy transactions by providing audit, tax and consulting services for developers, syndicators and investors. He has extensive experience with financial modeling and financial statement reporting for renewable energy tax credit and low-income housing tax credit transactions with emphasis on investment accounting and partnership taxation. He earned his bachelor’s degree in business administration from the University of California, Berkeley. He is licensed in California as a certified public accountant.
Budget and Tax Policy Advisor House Ways and Means Committee
Alice Lin is a budget and tax policy advisor for the House Ways and Means Committee under the leadership of Chairman Richard Neal. She played a pivotal role in COVID-19 legislation, including on Economic Impact Payments, child care, and refundable tax credits as well as employer credits for paid leave, employee retention, and COBRA. She also handles green energy and infrastructure tax policy and advises the Committee on budget reconciliation and debt ceiling issues. Prior to Ways and Means, Ms. Lin worked for the Joint Economic Committee under the leadership of Senator Martin Heinrich, and worked for Rep. Mike Honda (CA-17).
Senior Policy Adviser Senate Finance Committee
Robert Andres is a tax and economic policy adviser with the
Democratic staff on Senate Finance Committee, where he has worked since 2013.
In this capacity, he develops federal tax proposals and provides economic
analysis, with a focus on energy, infrastructure, business incentives and
economic development. Prior to joining the Committee, Mr. Andres spent time
working in the state and municipal levels of government. He received his
bachelor’s degree in political science from the University of Georgia and a master’s
degree from Georgetown University.
Director of Public Policy and Government relations, Marketing Novogradac
Peter Lawrence is director of public policy & government relations for Novogradac. In this role, he coordinates the company’s public policy and government relations work on low-income housing tax credit (LIHTC), the new markets tax credit (NMTC), the historic rehabilitation tax credit, renewable energy tax credits, and U.S. Housing and Urban Development programs. Before joining Novogradac, Mr. Lawrence was the senior director of public policy and government affairs for Enterprise Community Partners, where he led the execution of Enterprise’s policy and advocacy agenda. His primary issue responsibilities were tax (including LIHTC and NMTC advocacy as well as tax incentives to promote green and sustainable building), affordable housing preservation and rental housing policy. While at Enterprise, he helped found the Affordable Rental Housing A.C.T.I.O.N. (A Call To Invest in Our Neighborhoods) campaign. He was the secretary of the board of directors of the Affordable Housing Tax Credit Coalition and a member of the board of directors of the New Markets Tax Credit Coalition. Mr. Lawrence was also a legislative and policy associate at the National Council of State Housing Agencies. Mr. Lawrence also was a housing policy analyst for the Center on Budget Policies and Priorities, a congressional fellow for Sen. Jack Reed of Rhode Island in Reed’s capacity as the Ranking Member of the Senate Housing and Transportation Subcommittee, and a presidential management fellow for the Office of Policy Development & Research at the U.S. Department of Housing and Urban Development. In addition to his federal experience, he served as an analyst for the affordable housing group of Chicago Metropolis 2020, and as an appointed member of the Interagency Taskforce on Homelessness of the city of Berkeley, Calif.
Director of Congressional Affairs Solar Energy Industries Association
Jeremy Woodrum is director of congressional affairs for the Solar Energy Industries Association. He lobbies Congress on a range of policies impacting the solar industry with a focus on tax and financing as well as overall legislative efforts. Mr. Woodrum previously served for nine years as legislative director and then deputy chief of staff for a senior member of the Ways and Means Committee and former Chairman of the House Democratic Caucus, Joe Crowley. Prior to his time on the Hill, Mr. Woodrum co-founded and led the U.S. Campaign for Burma, a non-partisan advocacy organization that lobbied Congress and successive Administrations. A graduate of American University, Mr. Woodrum grew up in Northern Colorado and lives Alexandria, Va., with his wife and two children.
Director Foss & Co.
Bryen Alperin joined Foss & Company in November 2017. As director of renewable energy and sustainable technologies, Mr. Alperin leads all aspects of the investment, origination and asset management process for renewable energy and sustainability funds. Before joining Foss & Company, Mr. Alperin worked in commercial banking and led debt financing for a broad range of middle-market businesses and commercial projects. Mr. Alperin earned his bachelor’s degree in economics from the University of California, Davis. He is based out of Foss & Company’s Denver office.
Nat Eng is a partner in the Walnut Creek, Calif., office of Novogradac, where he focuses on renewable energy transactions across a variety of technologies including solar, wind and battery storage. He works with numerous renewable energy developers/sponsors, syndicators and investors by providing accounting, consulting and transaction advisory services. His consulting and transaction advisory skillset includes financial structuring and modeling expertise with integrated technical GAAP transactional and ongoing operational support for various industry participants. Before joining Novogradac & Company in 2009, he worked at PricewaterhouseCoopers LLP, specializing in banking and capital markets clients. Mr. Eng received a bachelor’s degree in accounting from Penn State University. He is licensed in California as a certified public accountant.
Partner Nixon Peabody LLP
Jim Duffy concentrates his practice on structuring and closing renewable energy transactions involving federal income tax credits and other significant federal and state income tax incentives. Mr. Duffy primarily works on financing matters that utilize tax credits and other tax incentives, including production tax credits (PTCs) and energy investment tax credits (ITCs), to develop renewable energy production facilities. Mr. Duffy has represented numerous developers, investors, syndicators and lenders in structuring and closing these transactions. He also assists clients as they use the new markets tax credits (NMTCs) and other tax credits. Mr. Duffy is a frequent speaker on financing and tax-oriented investment structures at renewable energy industry events, including conferences sponsored by Novogradac & Co., the American Wind Energy Association (AWEA), the Distributed Wind Energy Association (DWEA), EUCI, the Solar Energy Industries Association (SEIA), the Environmental Business Council of New England (EBC), Power-Gen, Infocast, the American Bar Association (ABA), and others. Mr. Duffy holds degrees from the University of Rhode Island and the Harvard Law School and serves as on the board of directors of both DWEA and Windustry.
Counsel Nixon Peabody LLP
Courtney Mooney is an associate in our Tax Credit Finance & Syndication Group. She handles transactions utilizing renewable energy tax credits and assists developers and equity investors in financing the construction and development of solar and wind facilities across the company.
Partner Allen & Overy
Jennifer Wnek is a partner in the global projects, energy, natural resources and infrastructure practice, based in Allen & Overy LLP’s New York office. Wnek’s practice is focused on advising clients in all aspects of the acquisition, development, financing and disposition of renewable projects and businesses, including structuring complex partnerships to optimize the tax and other economic benefits of owning, financing and operating renewable projects. Wnek also provides counsel regarding the drafting and negotiating of material project documents and supply chain agreements, and she assists clients with regard to commercial transactions involving retail and wholesale trading, asset management and hedging of natural gas, electricity and environmental attributes. Wnek has extensive experience advising clients in the both physically and financially settled commodity trades in markets that include PJM, NY-ISO, NE-ISO, ERCOT and others. She has negotiated hundreds of power purchase agreements, supply and transportation agreements, virtual power purchase agreements/contracts for differences and other types of derivative agreements.
Partner Allen & Overy
Sam Kamyans is a partner in the global projects, energy, natural resources and infrastructure practice, based in Allen & Overy LLP’s Washington, D.C., office. He is well regarded for his expertise in partnership tax structuring and negotiating key tax deal points in a wide array of transactions focused on financing renewable energy infrastructure, and brings unique expertise in carbon capture transactions. In addition, he has significant experience negotiating and advising domestic and international taxpayers in mergers and acquisitions focusing on implementing tax-efficient cross border deals. Kamyans brings a solutions-oriented approach that helps clients across the energy, private equity and real estate industries structure and implement complex mergers and acquisitions, divestitures, equity extractions, internal restructurings and public and private offerings. His experience extends to a global clientele, including sovereign wealth funds, non-U.S. pensions, and global private equity funds. In this capacity, he structures inbound investments using a mixture of debt and equity to achieve the commercial objectives of investors in a tax efficient manner. Kamyans’ expertise involves transactional planning utilizing partnerships and joint ventures, and exit planning.
Alejandra Garcia Earley
Shareholder Greenberg Traurig, LLP
Alejandra Garcia Earley is a shareholder in Greenberg Traurig LLP’s Chicago office and handles financing, development, and management of domestic and international power, energy and infrastructure-related projects, as well as other corporate matters. She also structures, drafts and leads negotiations for transaction documents related to project finance, investment tax credit, and mid and large cap leveraged transactions. She represents clients from a wide range of industries including financial institutions, developers, sponsors, lenders and asset owners in the power industry.
Managing Director Brown & Brown
Karl Choltus is a leader in the surety industry, focusing on renewable energy clients. He has 25-plus years of experience and manages surety programs for companies such as AES Clean Energy, Cypress Creek Renewables, ForeFront Power. Choltus has developed innovative surety solutions by negotiating the acceptance of bonds as a form of financial assurance with multiple counter parties and public entities. Choltus and his team focus on de-leveraging client balance sheets by replacing letters of credit and cash with surety bonds, which can be used to meet obligations associated with: power purchase agreements, interconnection agreements, decommissioning, and Procuremen. Choltus graduated with a bachelor’s degree in finance from McGill and Concordia University in Montreal, Canada. He is a member of the National Association of Surety Bond Producers and currently serves on its Commercial Surety Subcommittee. Choltus was named a “Power Broker” for Renewable Energy by the Risk and Insurance Institute in March 2022.
Partner Kutak Rock LLP
Carol J. Mihalic, head of the Denver tax and tax credit group, focuses her practice on tax-incentivized financings, including opportunity zones, new markets tax credit, historic rehabilitation tax credit and renewable energy tax credit financings. In her representation of investors, lenders, community development entities, developers, qualified active low-income community businesses and other entities, she provides creative tax solutions to financing issues. Ms. Mihalic advises clients regarding structuring alternatives in transaction with multiple parties and combining tax credits, opportunity zones benefits and/or other tax-favored incentives. Her experience extends to advising clients on statutory and regulatory considerations associated with opportunity zones financing and, additionally, with respect to new markets tax credits, pre-funded qualified equity investments, loan modifications, workouts of distressed or failed new markets tax credit investments, redeploying funds and existing transactions at the end of the seven-year compliance period. She provides similar advice with respect to historic rehabilitation tax credit and renewable energy tax credit financings. Ms. Mihalic actively participates in industry efforts to resolve tax and structuring issues in new markets tax credit, rehabilitation tax credit and opportunity zones matters and regularly speaks at tax credit, opportunity zones and related conferences. In addition to her tax credit and opportunity zones experience, Ms. Mihalic also advises clients with respect to the tax aspects of securitizing tax-exempt bonds (and other asset classes) and provides strategic advice and renders tax opinions on a wide range of federal income tax matters. Prior to joining Kutak Rock, she worked as a manager in the tax research and planning department for AT&T and as a tax specialist for Deloitte.
Senior Vice President and Managing Director City National Bank
Craig Robb is a senior vice president and managing director of City National’s power project finance unit. Based in Phoenix, he manages a team that provides City National’s full range of financial solutions to businesses and entrepreneurs developing and managing energy projects, with a focus on renewable energy projects nationwide. Robb has more than two decades of financial services experience. Prior to joining City National, he spent more than 16 years at Zions Bancorporation, where he served as managing director of Zions Energy Link, which specializes in the sustainable energy finance sector, and as chief financial officer of Zions Bancorporation’s subsidiary, National Bank of Arizona. Before his career in banking, he worked in land development for nearly two decades and served as senior vice president of operations for Desert Mountain Properties. He began his career as an accountant with Peat, Marwick, Mitchell and Co. Robb earned his bachelor’s degree in accounting from Arizona State University and is a Certified Public Accountant (CPA). Active in the community, Robb is a member of the American Institute of CPAs and the Arizona Society of CPAs, where he previously served on the board. Additionally, he is a committee member of the Arizona Banker’s Association and the Greater Phoenix Economic Council. He previously served as a board member of the Arizona Chamber of Commerce and the Boys and Girls Club of Metro Phoenix.