Novogradac 2023 Spring Renewable Energy and Environmental Tax Credits Conference

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Speakers

Michael Novogradac

Managing Partner Novogradac

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Nat Eng

Conference Chair & Partner Novogradac

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Daniel Berger

Senior Vice President, Head of Tax Insurance Lockton Companies

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Jeremy Woodrum

Director of Congressional Affairs Solar Energy Industries Association

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John Eliason

Shareholder Greenberg Traurig

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Jordan Tamchin

Senior Vice President and Tax Insurance Practice Leader CAC Specialty

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Marissa Jacobus

Vice President, Renewable Energy Investments U.S. Bank

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Craig Robb

Senior Vice President and Managing Director City National Bank

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Antony Joyce

SVP, Tax Insurance Specialist Marsh

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Michael Novogradac

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.

Nat Eng

Conference Chair & Partner
Novogradac

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.

Daniel Berger

Senior Vice President, Head of Tax Insurance
Lockton Companies

Dan Berger is the senior vice president and head of tax insurance at Lockton. Before joining Lockton, Berger led tax insurance underwriting for AIG in North America. He previously worked as a tax director at Brookfield Asset Management and as an associate at Moelis & Company, both in New York. Berger began his tax career as an attorney at Proskauer Rose, where he advised on various transactional tax matters.

Jeremy Woodrum

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.

John Eliason

Shareholder
Greenberg Traurig

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.

Jordan Tamchin

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.

Marissa Jacobus

Vice President, Renewable Energy Investments
U.S. Bank

Craig Robb

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.

Antony Joyce

SVP, Tax Insurance Specialist
Marsh