Novogradac 2022 Fall Renewable Energy and Environmental Tax Credits Conference

Agenda

Agenda Subject to Change: Please note agenda is set in Eastern Daylight Time. Please find CPE info here.

WEDNESDAY, OCTOBER 19, 2022

WEDNESDAY, NOVEMBER 2, 2022

9:00 am - 5:00 pm

Project Finance Primer (in-person only) - additional fee applies

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: Steve Varady, Principal, Novogradac

Speaker: Josh Morris, Principal, Novogradac

Speaker: Nick Ives, Principal, Novogradac

Speaker: Dave Boisture, Partner, Novogradac

Speaker: Nat Eng, Partner, Novogradac

Speaker: Michael Curto , Partner, Novogradac

Speaker: Forrest Milder, Partner, Nixon Peabody LLP

Speaker: James Duffy, Partner, Nixon Peabody LLP

Speaker: Tony Grappone, Partner, Novogradac

THURSDAY, NOVEMBER 3, 2022

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 9:10 am

Welcome Address and Opening Remarks

Conference chair Tony Grappone welcomes attendees and provides an outline of the next two days, including networking opportunities.

Tracks:

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

Speaker: James Duffy, Partner, Nixon Peabody LLP

Speaker: Tony Grappone, Partner, Novogradac

9:10 am - 10:40 am

Washington Report

Expert panelists provide insight into the legislative and regulatory state of clean energy in the wake of the Inflation Reduction Act. Also hear how changes in Congress from the Nov. 8 election could affect how clean energy is seen in Washington, D.C.

Tracks:

Moderator: Peter Lawrence, Director of Public Policy & Government Relations, Novogradac

Speaker: Robert Andres, Chief Tax Advisor, Senate Finance Committee

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

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

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

10:40 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

Insider View: Tax Equity Investors

Discuss the current marketplace, the types of deals and structures that are most popular and how the Inflation Reduction Act is affecting the marketplace. Hear what investors favor and why and hear how to make your facility more attractive to those investors.

Tracks:

Speaker: Sam Guthrie, Senior Counsel, Allen and Overy

Speaker: Eric J. Heintz, Managing Director of Renewable Energy Finance, M&T Bank

Speaker: Mark Williams, Managing Director, PNC Bank

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

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

12:00 pm - 1:15 pm

Networking Lunch

1:30 pm - 2:30 pm

What’s the Deal? Hot Topics

Experts share thoughts on a variety of issues, primarily those related to provisions in the Inflation Reduction Act. Learn more about the provisions in the legislation and hear what we know–and what areas need further guidance–in a discussion of how some of the changes will play out.

Tracks:

Moderator: Stephen Tracy, Partner, Novogradac

Speaker: Hans-Christian Schulze, CEO & President, IOWN Renewable Energy, Inc.

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

Speaker: Jessie Robbins, Vice President, Generate

Speaker: Forrest Milder, Partner, Nixon Peabody LLP

Speaker: Corey Lewis, Managing Director, Aon Transaction Solutions

2:30 pm - 2:45 pm

Balance Break

Tracks:

2:45 pm - 3:45 pm

Developer/Sponsor Roundtable

Developers/sponsors in the renewable energy space share insights on current trends. With the passage of the Inflation Reduction Act and the introduction or expansion of incentives, where is the marketplace headed? Panelists discuss opportunities for 2023 and beyond and look at the availability of debt, cash equity and tax credit equity.

Tracks:

Speaker: Gabe Wuebben, Vice Presidents, Structured Finance, Sol Systems

Speaker: Cliff Chapman, Managing Partner, Syncarpha Capital

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

Speaker: Jesse Grossman, Chairman and CEO, Soltage LLC

Speaker: Andrew Bernstein, Managing Partner, Kearsarge

3:45 pm - 4:00 pm

Balance Break

Tracks:

4:00 pm - 5:00 pm

Emerging Technologies: Best Practices

Emerging technologies are more than just storage and carbon capture. Hear what’s emerging in the clean energy world, some of which was included in the Inflation Reduction Act, some of which wasn’t. Experts let you know what you need to know about such things as hydrogen, energy interconnection property, advanced energy projects and more.

Tracks:

Speaker: Nick Addivinola, Executive Director, M&A, Nautilus Solar

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

Speaker: Izzet Bensusan, Managing Partner and Founder, Captona Partners

Moderator: Tony Grappone, Partner, Novogradac

Speaker: Chris Wright, Executive Director - Energy Storage, E3 Consulting

5:00 pm - 6:00 pm

Networking Reception

Cap off the first day of the conference by gathering with other attendees.

Tracks:

FRIDAY, NOVEMBER 4, 2022

8:00 am - 9:00 am

Breakfast and Login

9:00 am - 10:00 am

Tax Equity: Intermediaries and Syndicators Perspective

As the clean energy tax incentive market expands greatly, syndicators and intermediaries are taking a larger role. Learn what they seek while facilitating tax equity investments and how you can maximize your ability to monetize tax credits with syndicators.

Tracks:

Speaker: Chris Roetheli, Senior Vice President, US Bank

Speaker: Taylor Mayeux, Director, Tax Credit Services, Stonehenge Capital

Moderator: Osmel Cuan, Senior Vice President, Aon

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

Speaker: Bryen Alperin, Director , Foss & Co.

10:10 am - 11:00 am

Lenders React to a Less Predictable Economics in the Project Finance Sector

Volatility with interest rates, increases in the cost of labor and materials coupled with delated construction timelines has lenders and cash equity investors underwriting project economics more closely than ever. Hear what lenders and other financiers think about the best ways to access debt and cash equity and what types of projects attract the lowest-cost capital and how to finance your property with minimum costs going to interest.

Tracks:

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

Speaker: Nathan Maggioto, Senior Vice President, Energetic Insurance

Speaker: Neil Winward, Managing Director, ORIX USA

Moderator: Christine M. Steenman, Shareholder, Greenberg Traurig, LLP

Speaker: Chris Diaz, Co-CEO, Seminole Financial Services LLC

11:10 am - 12:00 pm

Community Solar Panel

Community solar and battery storage are two of the fastest-growing elements of renewable energy. This panel discusses how community solar works and what you need to know to make it work for you and also looks at best practices in financing deals that include battery storage and how to maximize your ability to monetize the ITC with storage.

Tracks:

Speaker: Scott Kerner, CEO, Green Street Power Partners

Speaker: Larry Aller, Managing Director, BlueWave Solar

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

Moderator: Bruce Stewart, President & CEO, Perch Energy

Speaker: Peter Tawczynski, Chief Financial Officer, Nexamp Inc