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.
Managing Director BlueWave Solar
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.
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.
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.
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.
President & CEO Perch Energy
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 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.
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.
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-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.
Executive Director - Energy Storage E3 Consulting
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.
Managing Partner Novogradac
Michael Novogradac is the managing partner of Novogradac, which has been in business since 1989. He specializes in affordable housing, community development, historic preservation and renewable energy. Mr. Novogradac’s focus is in real estate taxation and accounting. He is the author of numerous real estate-related tax and accounting articles and books, including the Novogradac Opportunity Zones Handbook, the New Markets Tax Credit Handbook and the Low-Income Housing Tax Credit Handbook. A frequent speaker at tax incentive conferences and forums throughout the country, Mr. Novogradac also broadcasts a weekly podcast, Tax Credit Tuesday. As a leading industry expert, he is frequently quoted in national media, such as The Wall Street Journal, The New York Times, Politico, Bloomberg, Forbes, CNBC News, NBC News, National Public Radio and Crain’s New York Business. Mr. Novogradac is active in advocating for the inclusion of affordable housing, historic preservation, community development and renewable energy incentives in federal and state tax policy, and serves as advisor on industry and governmental affairs for the NMTC Working Group, LIHTC Working Group and the Opportunity Zones Working Group. Mr. Novogradac provides input to the U.S. Department of the Treasury, Internal Revenue Service, Community Development Financial Institutions Fund, and other federal and state agencies as well as members of Congress, including testimony before the United States House Committee on Ways and Means. Mr. Novogradac also serves on the executive committee of the Housing Advisory Group and the boards of directors of the Affordable Housing Tax Credit Coalition, the National Housing Conference, the NMTC Coalition and Historic Tax Credit Coalition. In 2016, Mr. Novogradac was inducted into the Affordable Housing Hall of Fame. He also received The Affordable Housing Visionary Award from The NHP Foundation in 2018, in recognition of his contributions to the affordable housing community and in 2020 was honored as one of the top 25 OZ Influencers through Opportunity Zone Magazine. Mr. Novogradac graduated from the University of California, Los Angeles, with a bachelor’s degree in economics. He received an MBA from the University of California, Berkeley. He is licensed in California, Oregon, Maryland and Texas as a certified public accountant. You can follow Mr. Novogradac on twitter @novogradac and on his blog at www.novoco.com/blog or listen to his weekly podcast at www.novoco.com/podcast.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.