Novogradac 2024 Spring Renewable Energy Tax Credits Conference

Agenda

Agenda is subject to change.

Please note: Agenda is in Pacific Time
Find CPE information here.

WEDNESDAY, MAY 15, 2024

9:00 am - 4:00 pm

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

Gain an overview of the primary tax incentives for clean energy, most common ownership structures and the most relevant IRS tax rules. Project finance specialists walk through a sample partnership flip model and inverted lease model and discuss financial reporting issues common to clean energy transactions. Get updated on the state of the renewable energy market, GAAP hot topics, and diverse technologies in the renewable energy tax credits world.

Tracks:

Speaker: Tyler Maurer, Manager, Capital Markets, Nexamp

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

Speaker: James Duffy, Partner, Nixon Peabody

Speaker: Caleb Stein, Manager, Novogradac

Moderator: Nat Eng, Partner, Novogradac

Moderator: Tony Grappone, Partner, Novogradac

Moderator: Josh Morris, Partner, Novogradac

Speaker: Matt Yunker, Manager, Novogradac

Speaker: Steven Varady, Senior Vice President, Energetic Capital

Speaker: Carmen Awad, Manager, Novogradac

Speaker: Tong Tran, Partner, Novogradac

Speaker: Forrest Milder, Partner, Nixon Peabody LLP

THURSDAY, MAY 16, 2024

8:00 am - 9:00 am

Networking Breakfast (in-person only)

9:00 am - 9:15 am

Conference Welcome

Conference chair Nat Eng welcomes attendees and previews two days of education and networking opportunities.

Tracks:

Speaker: Nat Eng, Partner, Novogradac

9:15 am - 10:30 am

Washington Report

Our expert panel discusses regulatory and legislative action in Washington, D.C., including how the upcoming presidential election could change the climate for green energy. Hear about existing and coming regulations and hear about possibilities for further tax incentives for clean energy.

Tracks:

Speaker: Ben Norris, Vice President of Regulatory Affairs, SEIA

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

Tony Grappone, Partner, Novogradac

Moderator: Michael Novogradac, Managing Partner, Novogradac

10:30 am - 11:00 am

Networking Break (in-person only)

11:00 am - 12:00 pm

Understanding the ITC Equity Market

Hear from and about potential investors in renewable investment tax credits, including how the market is adapting to credits created by the Inflation Reduction Act (IRA) of 2022 and the impact of transferability on the universe of potential investors and on equity pricing. Get updated and informed on the ITC equity market.

Tracks:

Speaker: Alisha Soares, Senior Vice President - Tax Insurance Specialist, Marsh

Speaker: Darren Van't Hof, Managing Director of Environmental Finance, US Bancorp Impact Finance

Moderator: Nicholas J. Irmen, Attorney, Kutak Rock LLP

Speaker: Bryen Alperin, Managing Director, Foss & Co.

12:00 pm - 1:30 pm

Networking Lunch (in-person only)

1:30 pm - 2:30 pm

Unwrapping the Complexity of Financing

Financing for clean energy properties includes myriad options and this panel will help keep you understand many of them. Learn more about mergers and acquisitions, upstream financing and the use of sponsor equity to finance green projects.

Tracks:

Speaker: Marc Galindo, Managing Director & Group Manager, City National Bank

Speaker: Craig Robb, Head of Debt Capital Markets , BluePath Finance

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

Speaker: John Sinclair, Partner, Bellus Ventures

Moderator: Karl Choltus, National Surety Practice Leader, Risk Solutions, Brown & Brown

Speaker: Phil Schapiro, Vice President of Project Finance, Summit Ridge Energy

2:30 pm - 2:45 pm

Networking Break (in-person only)

2:45 pm - 3:45 pm

Getting Up to Date on Storage

Energy storage is no longer a niche–it’s a part of many clean energy deals. In this panel, experts discuss what you should consider when weighing the value of storage in your project and also provide clarity on what you need to do if you elect to add storage.

Tracks:

Moderator: Scott Cockerham, Partner, A&O Shearman

Speaker: Justin Pierce Berutich, Managing Director, Head of Tax , Euclid Transactional

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

Speaker: Jerry Smith, Managing Director, Head of Tax Insurance, Atlantic Global Risk

Speaker: Julian Torres, Chief Investment Officer, Scale Microgrids

3:45 pm - 4:00 pm

Networking Break (in-person only)

4:00 pm - 5:00 pm

Clean Energy Tax Matters

Presented by:

Provisions in the IRA led to an avalanche of guidance from the Internal Revenue Service. Panelists break down the guidance and give you important information to ensure that you’re in compliance while optimizing available benefits.

Tracks:

Speaker: Marc Nickel, Senior VP - M&A and Transaction Solutions, AON

Speaker: Jim Cole, Partner, Latham & Watkins

Speaker: Daniel Berger, Senior Vice President, Head of Tax Insurance, Lockton Companies

Speaker: Shirley Chin, Head of Tax Insurance, WTW

Speaker: Carina Federico, Partner, Crowell & Moring LLP

Moderator: Forrest Milder, Partner, Nixon Peabody LLP

5:00 pm - 6:30 pm

Networking Reception (in-person only)

FRIDAY, MAY 17, 2024

8:00 am - 9:00 am

Networking Breakfast (in-person only)

9:00 am - 9:55 am

Monetizing Your PTCs

The renewable energy production tax credit (PTC) provides unique opportunities and challenges and this panel addresses many of those issues. Hear about options to monetize PTCs and get insight into what works best for you.

Tracks:

Speaker: Antoine Bishara, Director of Investments, Greenprint Capital, LLC

Speaker: Whitney LaNasa, Senior Managing Director, Stonehenge Capital

Moderator: James Duffy, Partner, Nixon Peabody

Noah Zerance, Director, Bank of America

9:55 am - 10:00 am

Networking Break (in-person only)

10:00 am - 10:55 am

Development Details

What are the hottest trends in clean energy development? What types of development face big challenges? In the post-IRA era, an expert panel shares what’s new, what’s unchanged and what you need to know to optimize the results for your development.

Tracks:

Speaker: Amir Richulsky, Chief Financial Officer, Green Street Power Partners

Moderator: Merrill Hoopengardner, Vice President, Head of Renewable Energy Tax Credit Syndication, SB Energy

Speaker: Allan Riska, Chief Investment Officer, Renewable Properties

Speaker: Marc Schultz, Partner, Snell & Wilmer LLP

10:55 am - 11:00 am

Networking Break (in-person only)

11:00 am - 11:55 am

Understanding Adders

The IRA included a variety of “adders”–provisions that can increase the tax credit percentage for your development. Hear how to comply with such adders as domestic content, being in energy communities, serving low-income communities and more–and learn about the hurdles involved in doing so.

Tracks:

Moderator: Seth Buchwald, Senior Vice President, Tax Insurance Practice Leader, McGriff

Speaker: Billy Lee, President, Reunion

John Marciano, Board Member, Redball Energy

Melina Ambrosino, President, Cherrytree Group

Reserve Your Seat

Join professionals from around the country in San Diego for this two-day conference. With built-in networking breaks and an exclusive reception for attendees, this is your chance to connect with leading professionals in the renewable energy world.

Novogradac 2024 Spring Renewable Energy Tax Credits Conference

Agenda

Agenda is subject to change.

Please note: Agenda is in Pacific TimeFind CPE information here.

WEDNESDAY, MAY 15, 2024

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

THURSDAY, MAY 16, 2024

Networking Breakfast (in-person only)

Conference Welcome

Washington Report

Networking Break (in-person only)

Understanding the ITC Equity Market

Networking Lunch (in-person only)

Unwrapping the Complexity of Financing

Networking Break (in-person only)

Getting Up to Date on Storage

Networking Break (in-person only)

Clean Energy Tax Matters

Networking Reception (in-person only)

FRIDAY, MAY 17, 2024

Networking Breakfast (in-person only)

Monetizing Your PTCs

Networking Break (in-person only)

Development Details

Networking Break (in-person only)

Understanding Adders

Reserve Your Seat

Please note: Agenda is in Pacific Time
Find CPE information here.