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.
Senior Vice President Energetic Insurance
Nathan is an expert at transferring credit risks in order to facilitate financing and investment. He has held positions as an underwriter, broker & credit portfolio manager. Prior to joining Energetic, Nathan was the Global Product Lead for Insurance Products at leading Fintech start-up LiquidX, where he designed and delivered software solutions to stakeholders across the credit insurance value chain.
Senior Vice President US Bank
Executive Director, M&A Nautilus Solar
Director of Public Policy & Government Relations 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.
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.
Joshua Morris is a principal in the Dover, Ohio, office of Novogradac, where he specializes in new markets tax credits, renewable energy tax credits, historic tax credits and the opportunity zones incentive. Mr. Morris performs numerous services related to these industries, including financial statement and cost certification audits, tax preparation, general and compliance consulting, and forecasting services. He also works with numerous developers/sponsors, syndicators and investors by providing consulting and transaction advisory services. His consulting and transaction advisory skillset includes financial structuring and modeling expertise with integrated GAAP transactional and ongoing operation support for various tax credit industry participants. Mr. Morris earned a bachelor’s degree in accounting from Youngstown State University in Youngstown, Ohio. He is a licensed certified public accountant in Ohio.
Nick Ives is a principal in the Andover, Mass., office of Novogradac, where he specializes in new
markets tax credits, historic rehabilitation credits, renewable energy credits and low-income
housing tax credits. In addition to providing various consulting services, he works extensively on
financial statement audits, tax return preparation, final cost certifications, financial forecasts and
agreed-upon procedures engagements. Before joining Novogradac, Mr. Ives was an accounting
manager at U.S. Bank Community Development Corporation. Before that, he was a senior
accountant with a regional certified public accounting firm in St. Louis, where he served clients
in the manufacturing, construction and real estate industries. Mr. Ives received a master’s degree
in accounting at Northeastern University and is licensed in Massachusetts and Missouri as a
certified public accountant.
Dave Boisture is a partner in the metro Washington, D.C., office of Novogradac in the company’s government consulting and valuation advisory services (GoVal) group. Mr. Boisture has performed or assisted in the preparation of market analyses, feasibility studies, rent comparability studies and appraisals for a variety of residential and commercial property types, including office, retail, industrial and a variety of special uses. He has also prepared valuations for solar panels, wind turbines and other renewable energy installations in connection with financing and structuring analyses performed by various clients. Additionally, he has assisted in the analysis of investment tax credit financial structures. Mr. Boisture has a bachelor’s degree from Frostburg State University in Frostburg, Md., and a master’s degree in public administration from Ohio University in Athens, Ohio. Additionally, Mr. Boisture is an accredited member of the American Society of Appraisers and a LEED Green Associate. Mr. Boisture is also a member of the Counselors of Real Estate.
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.
Director, Tax Credit Services Stonehenge Capital
Taylor Mayeux is a director on Stonehenge Capital’s Tax Credit Services team and focuses on developing and maintaining corporate and investor relationships. Through a diverse offering of tax credit investments, Mayeux works with Stonehenge’s corporate and institutional investor clients to generate strong economic returns as well as positive social and environmental impacts. Additionally, he works with Fortune 500 corporations, privately held companies, and renewable energy developers across the United States to monetize their single and multi‐year tax incentives. Since joining Stonehenge in 2015, Mayeux has led tax credit monetization and fundraising efforts for transaction volume in excess of $500 million. Prior to joining Stonehenge, Mayeux worked in commercial banking for Capital One where he completed a formal credit training program and served in various roles including credit analysis, underwriting, syndications, and corporate banking. Mayeux received his bachelor’s degree in finance from Louisiana State University.
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.
Stephen Tracy is a partner in the San Francisco office of Novogradac. He serves clients extensively in the renewable energy and real estate industries, where he specializes in providing transaction advisory, accounting, tax and consulting services in connection with projects that qualify for federal tax incentives; namely renewable energy investment tax credits, production tax credits, historic rehabilitation tax credits and low-income housing tax credits . Mr. Tracy serves as the practice leader of the company’s renewable energy team; a team that serves a wide array of clients that develop, finance, own and operate renewable energy facilities that produce electricity using solar, wind, geothermal, biomass, hydroelectricity and energy-efficiency technologies. The renewable energy team serves developer/sponsors of projects, institutional and private equity tax equity and cash equity investors, independent power producers, utilities and system integrators/installers. Mr. Tracy has significant experience assisting clients with all aspects of financing renewable energy transactions. Transaction advisory services include developing an appropriate tax equity financing structure (e.g. partnership flips, inverted leases and sale leasebacks), preparation of financial models, M&A due diligence, and GAAP/HLBV advisory. Mr. Tracy has written numerous articles on renewable energy, affordable housing and other real estate related topics and is a frequent speaker at industry events. Before joining Novogradac, Mr. Tracy worked for Arthur Andersen & Company SC in San Francisco serving clients in the real estate, investment banking and equipment leasing industries. He received his bachelor’s degree in business administration with an emphasis in finance and real estate from San Francisco State University. He is licensed in California as a certified public accountant.
Managing Director ORIX USA
Senior Vice President Aon
Osmel Ozzy Cuan is a vice president with Aon's Transaction Solutions team and focuses on tax insurance. Prior to joining Aon, Cuan was a manager in Ernst & Young's Transaction Advisory Services (M&A Tax) group, where he provided tax structuring and transaction advice to corporate and private equity clients. He began his career as a tax attorney with Akerman LLP in New York and Florida, advising multinational companies and high-net-worth individuals on international tax matters. He holds a JD from Fordham University, an LLM in taxation from New York University and is fluent in Spanish.
CEO & President IOWN Renewable Energy, Inc.
Hans-Christian Schulze, CEO and president of IOWN, is an electrical power systems engineer and has been active in the power and utility industry for more than 15 years. Since 2008 he has been responsible for the development of more than 1,000 MW of renewable energy projects and has been instrumental in raising more than $1 billion of financing. Hans-Christian co-founded the Swedish wind developer Svenska Vindbolaget AB, which was sold and merged with Eolus Vind AB in 2011. At Eolus he served as deputy CEO, chief operating officer and Head of Transactions positions, until he permanently moved to the United States. In addition to continuing the growth of IOWN, Hans-Christian serves as U.S. Country Manager for Eolus North America, Inc. since 2015 and board member for Oak Creek Energy since 2016.
Christine M. Steenman
Shareholder Greenberg Traurig, LLP
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.
Chief Investment Officer Summit Ridge Energy
Adam Kuehne is the chief investment officer for Summit Ridge Energy. A member of the company's executive committee, Kuehne leads origination, negotiation and execution of Summit Ridge's capital formation efforts. He previously led capital markets for TerraForm Power and TerraForm Global, where he raised more than $14 billion of capital and led financing, M&A and operational activities of the companies' 4 GW solar and wind portfolio. Before TerraForm, Adam was an investment banker in the Leveraged Finance group of Barclays Capital where he structured debt financing across the power and natural resources sectors. He began his career as an officer in the U.S. Navy, serving for seven years as a submarine nuclear engineer, intelligence analyst and electronic warfare officer in Iraq. Kuehne holds a bachelor’s degree in Systems Engineering from the United States Naval Academy, a master’s degree in Engineering from The Catholic University of America, and an M.B.A. in Finance from The Wharton School of The University of Pennsylvania.
Senior Counsel Allen and Overy
Vice Presidents, Structured Finance Sol Systems
Gabe Wuebben manages tax structured projects for Sol Systems’ corporate and institutional clients. Mr. Wuebben supports origination and business development efforts while executing on tax structured equity transactions at Sol Systems.
Mr. Wuebben joined Sol Systems after developing the Project Finance platform at Blu Homes, a San Francisco-based prefab homebuilder, where he built a network of financing partnerships and developed innovative finance products and services. Before joining Blu Homes, he was a senior associate at Ernst & Young (EY), where he structured renewable and real estate project partnerships for efficient incentive monetization and helped build the firm’s New Markets Tax Credit practice.
Mr. Wuebben holds an MBA with a Finance concentration from Boston University, where he was a Dean’s Scholarship recipient. He graduated from the University of Michigan.
Michael Curto is a partner in the metro Ft. Lauderdale, Fla., office of
Novogradac, where he focuses on providing auditing and consulting
services for a wide range of privately held, nonprofit and publicly traded
companies. Throughout his career, he has provided oversight and review
of assurance engagements, as well as provided guidance on complex
accounting issues. Before joining Novogradac, Mr. Curto was a partner
at Marcum LLP for more than eight years, where he oversaw assurance
and consulting engagements, as well as provided quality control review.
Mr. Curto has extensive experience with clients in many industries, including real estate,
manufacturing and distribution, health care, insurance, and professional service and employee
benefit plans. In addition to providing assurance services, Mr. Curto also provides merger and
acquisition due diligence, including buy-side and sell-side quality of earnings engagements
for companies in these industries. Mr. Curto has performed auditing services for employee
benefit plans throughout his career. Mr. Curto regularly attends the annual American Institute
of Certified Public Accountant’s Employee Benefit Plan Conference. Mr. Curto is a qualified
peer review team captain and regularly performs peer reviews under the AICPA Peer Review
Program. Mr. Curto has regularly taught professional education courses on a wide variety of
topics throughout his career. He graduated from Bentley University and is licensed in Florida 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.
Chief Tax Advisor 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.
Managing Partner Syncarpha Capital
Mr. Chapman co-founded Syncarpha Capital, LLC to capitalize on the tremendous investment opportunities in the alternative energy sector. Syncarpha (and its affiliates), own and operate over 100 MW of solar power plants in the United States. Since January 2009, he has served as its Managing Partner.
From September 2005 through January 2009, Mr. Chapman served as Managing Director, Head of Investment Banking for Broadband Capital Management, a boutique investment bank located in New York City. He directs all aspects of banking, structuring and due diligence for PIPES, Reverse Mergers and SPAC IPOs that have raised over $1B from public market investors in the past 3 years. He was integral in creating new private and public acquisition vehicles.
From January 2001 to the present, Mr. Chapman has been the managing director of Early Stage Associates LLC, a consulting company focused on helping businesses in capital formation and executive management. From January 2001 to the present, Mr. Chapman has also served as the managing
director of ChapRoc Capital LLC, a company which invests in technology and business services companies.
From June 2002 until March 2004, Mr. Chapman was an investor and CEO of mindSHIFT Technologies, a managed services provider focused on IT outsourcing for small and medium enterprises. He was brought into the company by the investors to lead a turnaround of the business. During his tenure as CEO, Mr. Chapman saw revenue grow 230% and reduced cash burn from $400K per month to cash positive. He headed an initial raise of $3MM of equity and a subsequent raise $11MM of equity with a new lead investor. The company completed three acquisitions during his tenure and was subsequently sold for $167MM to Best Buy in 2011.
From 1999 through 2000, Mr. Chapman served as the Vice President of Best Practices for AppNet, a full-service internet professional services and managed services company, where he led the integration of twelve acquired companies. AppNet consummated its initial public offering in July 1999 on NASDAQ and was subsequently acquired by CommerceOne in September 2000.
From 1995 to 1998, Mr. Chapman acted as chief operating officer of NMP, an internet business consulting company that he co-founded and sold to AppNet in October 1998. Mr. Chapman helped grow NMP from 5 staff to 200+ staff over the five-year period that saw revenues increase from $100K to over $30MM. During that period, Mr. Chapman’s numerous roles included new business development, strategic alliance development, technical direction of the organization, management and development of the outsourcing business and client steering. Mr. Chapman was instrumental in securing institutional venture funding, developing corporate strategy and culture and closing the merger with AppNet. The sale to AppNet generated a 20x+ return to NMP’s venture investors.
Prior to NMP, Mr. Chapman worked in the commercial practice of Booz •Allen & Hamilton focusing on the strategic use of information technology to support business processes. Prior to Booz Allen, Mr. Chapman worked as a consultant for Andersen Consulting in their Advanced Systems Group. At Andersen, Mr. Chapman focused on client server development. He was also instrumental in the start-up of a new business in the hand-held computing industry.
Mr. Chapman received a Masters of Business Administration with Honors from Columbia Business School and a Bachelors Degree in Computer Engineering from Lehigh University.
Partner Parker Poe & Bernstein LLP
With a focus on renewable energy, Katherine Ross has represented clients in the development of hundreds of facilities (solar, wind and biomass) across the Southeast, routinely advising clients on the acquisition, sale, financing and permitting of renewable energy facilities. Ms. Ross and her team prepare transaction documents and coordinate due diligence for portfolios ranging in size from 5 megawatts to hundreds of megawatts. Ms. Ross’s clients include sponsors/developers, construction lenders, permanent lenders, equity investors and tax equity investors. She also represents commercial and industrial businesses seeking renewable energy resources. Ms. Ross routinely advises energy clients on power purchase agreements, interconnection agreements and agreements for the sale of renewable energy certificates. She also represents clients on compliance matters and in negotiations with state agencies and FERC.
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.
Chairman and CEO Soltage LLC
Jesse Grossman is the Founder and Chief Executive Officer of Soltage. Since founding the company in 2005, Mr. Grossman has led corporate and project finance, project development and acquisition, and overall business strategy and execution at the Soltage – resulting in the investment of over $500 MM of capital sustainably placed and managed into US solar infrastructure assets across the Soltage platform. Mr. Grossman has a graduate degree from Yale University in Environmental Science and an undergraduate degree from Carleton College in Biology, and is a frequent speaker and author in the energy and finance industries.
Eric J. Heintz
Managing Director of Renewable Energy Finance M&T Bank
Eric J. Heintz is the managing director of renewable energy finance at M&T Bank. He is responsible for the bank’s tax equity platform for renewable energy investments. Mr. Heintz joined M&T Bank as an executive associate and relationship manager for M&T’s greater Washington region in June 2011 and was promoted to vice president in June 2013. He was subsequently promoted to director of energy finance in March 2018. Mr. Heintz led the bank’s solar tax equity initiative in 2014 and again in 2018, which ultimately culminated in the deployment of the partnership flip as a new M&T product. Prior to M&T and business school, Mr. Heintz provided complex dispute resolution and case strategy services in support of litigation concerning the disposal of nuclear waste. Mr. Heintz earned a bachelor’s degree in applied economics and management and a master’s degree in business administration from Cornell University. Mr. Heintz serves as a member of the board of directors of the Virginia Renewable Energy Alliance.
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).
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.
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.
Managing Partner and Founder Captona Partners
Izzet Bensusan is a managing partner and founder of Captona Partners. He brings several years of expertise in investing, transacting and managing power assets in the emerging sectors of wind, solar, hydro, biomass, storage and other new energy sectors. At Captona, he has built a strong team with deep sector understanding, internal technical and asset management capabilities, and investment expertise across multiple technologies. This integrated, multi-disciplinary approach has allowed Captona to be a more effective operator and selective investor of development and operating-stage assets in the power generation and energy infrastructure sectors. Prior to Captona, he founded Karbone, an award-winning financial services company focused on renewable and traditional energy markets. Since inception more than a decade ago, Karbone has serviced utilities, energy developers, institutional investors, and investment firms via its Banking Capital Advisory, Brokerage and Research divisions. He holds an MBA from Columbia University and a BA/MA from Brandeis University.
Managing Partner Kearsarge
Andrew Bernstein founded Kearsarge in 2009 to meet accelerating demand for renewable energy critical to U.S. economic growth. Capitalizing on investment opportunities in wind, hydro, solar, biogas and biomass, Kearsarge delivers strong returns to both its investors and the environment. Currently, the company develops, owns and operates solar facilities. Kearsarge Energy is one of the largest and well-respected solar developers in the Northeast with $200 million in recently completed projects. Mr. Bernstein has more than 30 years of experience managing a broad range of organizations and divisions from large publicly traded corporations to early stage high technology enterprises in AI and speech recognition, with two successful exits. Having lived in Boston, New York, London and Hong Kong, he has a broad range of technology, finance and global management experience. With a deep track record in project finance, Mr. Bernstein has consulted on energy development for more than 18 years. Mr. Bernstein has lectured and authored numerous articles on marketing, business strategy and more recently, on the business challenges of mid-sized IPPs for a wide range of publications and conferences, including cover stories in Fortune, Knowledge Management and Media Magazine. Mr. Bernstein received his bachelor's degree from Brown University and an MBA from Harvard University. In addition to Kearsarge, he currently serves on several nonprofit boards.
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.
Executive Director - Energy Storage E3 Consulting
Co-CEO Seminole Financial Services LLC
Chris is co-CEO of Seminole Financial Services, LLC (SFS). In addition to his role as co-CEO, Mr. Diaz oversees the Business Development team as well as Capital and Investor Relations. He is also a corporate shareholder. Since joining SFS in 2010, he has been responsible for the identification, valuation and negotiation of renewable energy finance transactions focusing on solar and wind projects between $2 million and $30 million in need of construction/interim financing, permanent debt financing and tax credit equity. Mr. Diaz has closed more than a half-billion dollars in construction and permanent financing for renewable energy projects, totaling 220-plus MW. Seminole Financial Services (SFS) provides construction financing, permanent debt financing and tax credit equity for renewable energy transactions as well as investment management services to various real estate investment vehicles. SFS manages more than $330 million in commercial real estate and renewable energy assets nationwide, for the benefit of various public employee pension and retirement plans. Mr. Diaz is a frequent national speaker at industry conferences regarding renewable energy finance and energy credits. He has published multiple articles regarding renewable energy finance. Mr. Diaz is a member of the board of directors for the Distributed Wind Energy Association (DWEA) and an elected alternate to the board of directors for the Solar Energy Industry Association (SEIA). Mr. Diaz has been involved with tax credits and financial services for more than 15 years with Credit Suisse, MMA Financial and the Midland Companies. He holds a bachelors degree in social science with emphasis in urban and regional planning from Florida State University and a masters of business administration from Nova Southeastern University.
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.
Vice President and Manager of Renewable Energy National Trust Solar
Vice President and Manager of Renewable Energy Karin Barry serves as the primary business development/relationship manager with renewable energy tax credit investors and project developers to syndicate solar investment tax credits. Ms. Berry comes to NTCIC with a wealth of experience, having served as senior advisor in the Office of Policy for the U.S. Department of Energy; vice president of the Guggenheim Capital Markets, principal of Pave Energy Finance; and most recently, senior account executive and vice president of PNC Energy Capital. Ms. Berry has worked on renewable transactions all over the country for commercial, municipal, residential, utility and nonprofit clients. Ms. Berry received a bachelor’s degree from Samford University and a master’s degree from the LBJ School of Public Affairs at the University of Texas Austin.
Managing Director PNC Bank
Mark Williams is a managing director in PNC’s Renewable Energy Finance Group with extensive experience in the origination, structuring and execution of debt and tax equity transactions in the renewable energy area. His experience covers a wide range of asset classes including, renewable energy generation, battery storage, fossil fuel energy generation, transmission, infrastructure, transportation and real estate. In addition to debt and tax equity transactions, Mr. Williams has executed a number of tax equity structuring and sell side advisory mandates in the renewable energy area. Before joining PNC, Mr. Williams was a managing director at Global Structured Finance Advisors LLC. Mr. Williams was previously a managing director at BTMU Capital Corporation and at Dexia Global Structured Finance (previously PricewaterhouseCoopers Global Structured Finance). He holds a bachelor’s degree from the University of Wisconsin, Madison and a Juris Doctor degree from the University of Texas School of Law. He is a member of the bar of the Commonwealth of Massachusetts and maintains the Series 7, 63 and 79 FINRA securities licenses.
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.
President & CEO Perch Energy
Bruce Stewart is president and CEO of Perch Energy, a leading clean energy technology and services company helping project owners maximize their ROI through customer acquisition and lifecycle management while bringing the benefits of community solar to more consumers nationwide. Stewart is passionate about accelerating the transition to renewable energy and mitigating risk for investors, developers, and asset owners to further drive the development of projects that have positive impacts on a national, local, and community level. Under Stewart's guidance, Perch has become an industry leader in full-service customer acquisition, management, retention and support, as well as policy expertise and compliance for its clients. Throughout his 30-plus year career, Stewart has been a proponent of using data-driven analytics and insights to scale sustainable businesses in multiple industries facing dynamic market shifts, regulatory change, and competitive disruption. Before joining Perch, Stewart served as president at Direct Energy Home, and co-president of Centrica US Holdings, where he led the successful sale of Direct Energy to NRG for $3.6 billion in January 2021. He has also held executive positions with GE Current and Constellation Energy, and prior to that at Yahoo!. Stewart is a proud Holy Cross graduate and has a law degree from Case Western Reserve University School of Law.
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.
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.
Chief Financial Officer Nexamp Inc
Peter Tawczynski is responsible for all aspects of Nexamp’s financial planning, reporting and analysis, as well as supervising the accounting/finance departments. Peter is also involved with strategic initiatives related to corporate and project finance.
Prior to joining Nexamp, Peter was an Experienced Manager with Grant Thornton, LLP where he was responsible for managing engagement teams in providing external audit services, under SEC reporting requirements, to NASDAQ- and NYSE-listed companies with both domestic and international operations. He also performed a secondment in Australia, where he provided external audit services under IFRS.
Peter earned a Bachelor of Business Administration and a Master of Science in Accounting from the University of Massachusetts, Amherst. He is a Certified Public Accountant.
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.