Tax Credits & Transferability 2024 - Presented by Infocast
The logo of the event, Tax Credits & Transferability 2024: Optimizing Post-IRA Opportunities

September 25 - 26, 2024
Houston, TX

Get Up to Speed on Optimizing the Use of Incentives & Tax Credit Sales from the Most Consequential Clean Energy Finance Legislation in U.S. History!

Two years ago, the IRA created a revolutionary new regime to provide tax credits for an expanded range of clean energy investments, using tax credit sales to expand the pool of potential investors to include corporations that hitherto had little if any experience in the energy sector, but also introducing a series of adders that could substantially decrease capital costs. While this clearly represented, and represents, a golden opportunity to mobilize funding for a huge number of clean energy projects, it set market participants the task of discovering exactly how to structure financings that could monetize depreciation, capitalize on step-ups in FMV (fair market value), and protect participants when claiming new incentives—all necessary to utilize the full range of capital now available from both traditional tax equity and corporate tax credit buyers.

Today, however, the market is field-testing a series of structures and tools to optimize the financing of a wide variety of projects using the full range of tax credits. What lessons are being learned in newly closed T-flip and transfer deals? How are players dealing with the risks of claiming domestic content, prevailing wage and apprenticeship (PWA), and energy community incentives? If you want to take full advantage of the remarkable techniques now available to finance traditional solar and wind projects, as well as storage, CCS, RNG, manufacturing, hydrogen, and other new technology projects, you need to fully understand tax equity market conditions and the new structures coming to the fore.

Infocast, in organizing Tax Credits & Transferability 2024: Optimizing Post-IRA Opportunities, has brought together the markets’ leading practitioners, sponsors, and investors to get attendees 100% up to speed on today’s most important issues in this exceedingly dynamic space. You will get critical insights on the development of the transfer market, how to best meet and document compliance with new domestic content, PWA, and energy community requirements, and the ins and outs of tapping into funding through 45Q, 45V, 45X, and 45Z credits, and more.

No other event can provide you with the type of deep dive—guided by active market players—that you will find here into the following essential topics:

  • Emerging Structures for Post-IRA Tax Equity and Transferability Transactions—Traditional, T-Flip, and Transfer Deals
  • Building Tax Credit Transferability Deal Flow—Roles of Banks, Brokers, Platforms, and Other Players
  • Negotiating Post-IRA Deals Incorporating Tax Equity—Strategies for New Risk Allocation and Assignment Concerns
  • Methods of Incorporating Depreciation, Step-ups, and Other Financial Issues in T-Flip Structures
  • Optimizing the Tax Benefits and the Capital Stack: What Are We Seeing in Hybrid/T-Flip and Transferability Transactions?
  • Tax Credit Buyers’ Perspectives on Renewable Energy Tax Equity Deals
  • Insurer Perspectives on Mitigating and Indemnifying Risks in Tax Credit Transfer Deals—Where Is the Market Headed?
  • Developer and Project Sponsor Perspectives on Making Tax Equity and Transfer Deals

Review our carefully designed outline and remarkable faculty and reserve your place today.

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Lawrence Silverstein
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Erin Dolleris Hall
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Group rates available for 3 or more attendees!



Headshot for Bryen Alperin

Bryen Alperin
Partner & Managing Director

Headshot for Justin Berutich

Justin Berutich
Managing Director, Head of Tax

Headshot for Reid Capalino

Reid Capalino
Senior Vice President - Business Development

Headshot for Jack Cargas

Jack Cargas
Managing Director, Renewable Energy Finance

Headshot for Anand Dandapani

Anand Dandapani
Executive Director, Energy Investments

Headshot for Ian Davis

Ian Davis
Managing Partner

Headshot for Bryan Didier

Bryan Didier
Partner and Managing Director, Renewable Energy

Headshot for Jorge Iragorri

Jorge Iragorri
Managing Director

Headshot for Bailey Johnson

Bailey Johnson
Director, Renewable Energy & Environmental Finance

Headshot for Omar Karar

Omar Karar
Vice President, Finance and Corporate Strategy

Headshot for Kevin Knight

Kevin Knight
Managing Director

Headshot for Whitney LaNasa

Whitney LaNasa
Senior Managing Director

Headshot for John Marchand

John Marchand

Headshot for Yitsik Mermelstein

Yitsik Mermelstein

Headshot for Sunil Paul

Sunil Paul
Co-Founder and CEO

Headshot for Jon Previtali

Jon Previtali
Senior Principal Engineer

Headshot for Edwin Stone

Edwin Stone
Executive Director, Project Finance

Headshot for Reid Strand

Reid Strand
Executive Director of Finance

Headshot for David R. Wentworth

David R. Wentworth
President & CEO

Headshot for Patrick Worrall

Patrick Worrall
Vice President




  • Apex Clean Energy
  • Ares Management
  • Ashtrom Renewable Energy
  • Atheva
  • Bank of America
  • BDO
  • CIBC Capital Markets
  • Copia Power
  • Crux
  • Deriva Energy
  • Euclid Transactional
  • Evensol LLC
  • Foss & Company
  • GE Energy Financial Services
  • IOWN Renewable Energy Inc.
  • J.P. Morgan
  • LevelTen Energy
  • LS Power*
  • Monarch Private Capital
  • Morgan Stanley
  • Norton Rose Fulbright LLP
  • OnPeak Power, LLC
  • Peregrine Energy Solutions
  • Spring Free EV, Inc.
  • Stonehenge Capital
  • VDE Americas
  • Weil, Gotshal & Manges
  • Wells Fargo
  • WTW




  • Solar, Wind and Storage Developers
  • Hydrogen Developers
  • Consulting and Analytics
  • Equipment Manufacturing & Suppliers
  • Insurance & Risk
  • Investment Banks and Lenders
  • Law Firms
  • Tax Investment
  • CCS Developers
  • Asset Management
  • Engineering, Procurement and Construction
  • General Partners and Private Equity
  • Investment Advisors
  • IPPs
  • Platforms
  • Utilities



  • 547 Energy
  • AB Power Advisors
  • Advanced Racking
  • AdvantageCapital
  • AES
  • Affordable Community Energy Services Company
  • AIP Management
  • Akin Gump Strauss Hauer & Feld LLP
  • Alchemy Renewable Energy
  • Algonquin Power
  • AlphaStruxure
  • Alvarez & Marsal
  • Amergy Solar
  • Apex Clean Energy
  • Ares Management
  • Baker Tilly Capital LLC
  • Ballard Power Systems
  • Bank of America
  • Barlo Ventures, LLC
  • Barnes & Thornburg LLP
  • Bechtel Enterprises
  • Blue Sky Solar
  • Bluestem Energy Solutions
  • BlueWave Solar
  • BNRG
  • BOA
  • Bostonia Partners LLC
  • Bracewell LLP
  • Broadwind Energy
  • Buckeye Partners, LP
  • Cadmus
  • Calpine
  • Capstone Infrastructure Corp
  • Cardinal Investment Company
  • CIBC
  • City National Bank
  • CleanCapital
  • Cleantech Strategies
  • Clearway Energy Group
  • Cleco
  • CoBank
  • Cohen & Company
  • Con Edison Clean Energy Businesses
  • Connected Solar
  • Constellation
  • Convergent Energy + Power
  • Cubico Sustainable Investments
  • DBJ Americas Inc
  • DNB Bank ASA
  • Doral Renewables
  • DTE Energy
  • Duke Energy
  • EDF Renewables
  • Elemental Energy
  • Enbridge
  • Enel Green Power
  • ENGIE North America
  • Exus Management Partners
  • Foley & Lardner LLP
  • Forefront Power
  • Foss and Company
  • FTC Solar
  • FTI Consulting
  • Galehead Development
  • Gallagher Evelius & Jones LLP
  • Globus Thenken
  • Haynes Boone
  • Heelstone Renewable Energy
  • Hitachi Zosen Inova
  • Holland & Hart LLP
  • ibV Energy Partners
  • Ignis Energia
  • Jones Walker LLP
  • JX Nippon
  • Kaiser Permanente
  • Katten Muchin Rosenman LLP
  • Kendall Sustainable Infrastructure
  • Latham & Watkins LLP
  • Lazard
  • Leeward Renewable Energy, LLC
  • Lendlease
  • Leyline Renewable Capital
  • Liberty Utilties
  • Macquarie
  • Marsh
  • Marshall & Stevens
  • MassAmerican Energy, LLC
  • MegaJoule
  • Meridian Investments
  • Mitsubishi Heavy Industries America, Inc.
  • Monarch Private Capital, LLC
  • Moore & Van Allen
  • Moss Adams LLP
  • National Cooperative Bank
  • National Foundation for Affordable Housing Solutions, Inc.
  • National Grid Renewables
  • National Renewable Energy Corporation
  • Nationwide Insurance
  • Nelson Energy LLC
  • New Energy Solar
  • NextEra
  • Nexus PMG
  • Nixon Peabody LLP
  • Nobell Energy Solutions, LLC
  • NRStor C&I LP
  • Oriden
  • Pacific Gas & Electric
  • Partner Engineering and Science
  • Phillips Lytle LLP
  • Photosol US Renewable Energy
  • Pine Gate Renewables
  • PPL Corporation
  • Puget Sound Energy
  • PVHardware (PVH)
  • Quantum Energy Partners
  • Rabobank
  • Radian Generation
  • Rath, Young and Pignatelli PC
  • Recurrent Energy
  • Regions Bank
  • Revity Energy LLC
  • River Crest Power
  • Rockwood Group
  • Saturn Power Inc.
  • Shell Energy North America
  • Sive, Paget & Riesel, P.C.
  • Skyline Renewables
  • Solar Landscape
  • Solariant Capital
  • Solaris Global LLC
  • Solas Energy Consulting
  • Solect Energy
  • Southern Power
  • Spano Partners
  • Spark Analytics
  • Stinson LLP
  • Stonehenge Capital Company, LLC
  • SunPeak
  • SWEB Development
  • Swift Current Energy
  • Telamon Enterprise Ventures
  • Telios Corporation
  • Tenaska
  • Terra Energy
  • The Wishcamper Companies
  • Treehouse Investments, LLC
  • Truist
  • U.S. Department of Agriculture
  • U.S. Energy Development Corporation
  • UKA North America Group
  • Urban Grid
  • US Bank
  • US Department of Energy
  • Vineyard Wind LLC
  • Vitol Inc.
  • Wartsila
  • Wells Fargo
  • Williams Enterprises
  • Wintec Energy
  • Winthrop & Weinstine, P.A.
  • Wilson, Sonsini, Goodrich & Rosati
  • Yale School of Management
  • Zorya Energy Advisors

2023 RECAP





Expert Speakers


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For Government, Non-Profit, and Non-Energy Company Tax Credit Buyer pricing, click here.

*Discounts cannot be retroactively applied to an existing registration.

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Contact us at: [email protected] | (818) 888-4444


Crux Climate


Crux is the ecosystem for developers, tax credit buyers, and financial institutions to transact & manage transferable tax credits. Our network & tools streamline transactions, provide access to a large market, and reduce risk & increase trust.

Acadia Infrastructure Capital


Acadia Infrastructure Capital is focused on facilitating investments in North American proven energy transition infrastructure. We deploy tax credits and structured/common equity into mid-market, real asset-based investment opportunities. Our approach goes beyond traditional investment methods, emphasizing bespoke product structuring to ensure adaptability in an ever-evolving energy market. The core of our philosophy is real asset-based, stable, and contracted cash flow; however, we recognize there are times when traditional “bright lines” in investment mandates can lead to greater risks and/or lower returns. We seek to provide value-added approaches in these cases, including by:

• Strategic structuring for revenue optimization,
• Taking carefully selected development risks, or
• Integrating technologies that increase the reliability of clean energy.

We work with a smaller number of larger capital pools who often prefer more direct investment opportunities, transparency, and control than what a blind pool fund offers. Scale-wise, these programs usually fall within $100m – 400m total targeted capital deployment per unique investment partner.



Atheva is the leading partner for clean energy tax transferability. Buyers can reduce tax liabilities while supporting the finance of clean energy projects for sellers. Our managed marketplace and personalized approach allow us to deliver the best match for companies based on their specific needs. We provide an easy, streamlined process from match to close. At Atheva, our focus goes beyond a single transaction; it’s about being a reliable partner to support ongoing project financing. For more information, visit

Davis Polk & Wardwell LLP


Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on us for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 170 years, and our global, forward-looking focus is supported by offices strategically located in the world’s key financial centers and political capitals. More than 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions. Visit

Empact Technologies


Empact Technologies maximizes the impact of clean energy project tax incentives with the industry’s premier IRA management platform. Empact combines proprietary SaaS technology with professional services to ensure regulatory compliance, secure project construction financing, and protect investors from IRS recapture risk.

Empact works with EPCs to proactively identify and manage IRS regulatory requirements for prevailing wage and apprenticeship compliance issues before they impact tax credits. Collaborating with steel, iron, and major equipment suppliers ensures domestic content tax incentive qualification. Empact also supports developers to confirm energy community and low-income community qualification.

Empact enables successful transactions by reducing investor-required protections. When tax credits are sold, Empact protects the tax credit investor from recapture audit risk by maintaining a comprehensive compliance data repository for the full ITC or PTC tax period.

Empact offers a complete turnkey experience for developers to create community benefits, implement project-level ESG, sustainability, and supplier diversity, while managing project execution risk.

Euclid Transactional


Euclid Transactional is a market-leading firm specializing in transactional insurance underwriting and claims handling. The firm provides underwriting services for representations and warranties, tax, contingent liability, and other transactional insurance products. We seek to provide best-in-class service for clients, lawyers, and brokers on deal time and with the commercial priorities of our partners in mind.

Euclid Transactional has underwritten over 5,000 policies and insured more than $4.0 trillion in total deal volume — among the most in the industry.

Our claims team — the industry’s largest dedicated team — leverages deep experience on both the underwriting and claims side to drive fair resolutions. Backed by the financial security of our highly-rated insurance carrier partners, we have made over $523 million in claims payments.

With offices New York, London, Toronto, Frankfurt, Copenhagen, Stockholm and Chicago, we cover the US, Canada, Europe, the Middle East and Africa (EMEA) with leadership by industry veterans.

Foss & Company, Inc.


Founded in 1983, Foss & Company is a national tax equity investor and fund sponsor that has deployed nearly $8 billion in tax equity on behalf of insurance, banking, and other large corporate clients into tax credit enhanced transactions including historic rehabilitation projects, renewable energy and advanced energy production facilities. Foss & Company is a full-service advisor with proven expertise navigating the world of tax equity investments. For additional information, visit

Lockton Companies


Lockton is a global insurance brokerage that helps clients mitigate risk through strategic advisory and partnership. What makes Lockton stand apart is also what makes us better: independence. Lockton’s private ownership empowers its 9,500+ Associates doing business in over 135 countries to focus solely on clients’ risk, insurance and people needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.

Norton Rose Fulbright US LLP


Norton Rose Fulbright is a global law firm and powerhouse in the project finance market. Its projects group did $211 billion in 448 significant transactions in the last five years. It works in some capacity for most of the major developers who are active in the US market. It is also a prominent thought leader. Its Project Finance NewsWire goes to more than 81,000 people. Issues back 26 years can be found on the firm’s website. Its Currents podcast has had more than three million downloads in five years. Its periodic live podcasts on topical subjects draw 2,000 to 6,000 people for the live sessions and thousands of downloads for the recordings.

Stonehenge Capital


Stonehenge is a nationally recognized marketplace leader in federal and state historic tax equity with 25 years of experience providing creative capital solutions to sponsors, developers and institutional investors. With fresh thinking that leads to better results, Stonehenge is not the same old style of investment firm, but something else entirely. Some call it transformational capital. We call it the right way to do business.



Founded in 1931, Weil has provided legal services to the largest public companies, private equity firms and financial institutions for more than 90 years. Widely recognized by those covering the legal profession, Weil’s lawyers regularly advise clients globally on their most complex Litigation, Corporate, Restructuring, and Tax, Executive Compensation & Benefits matters. Weil has been a pioneer in establishing a geographic footprint that has allowed the Firm to partner with clients wherever they do business.



WTW is one of the largest and most experienced global insurance brokerages in the world, with more than 45,000 employees and roots dating back to 1828. Our depth allows us to employ subject matter experts in all relevant practices (i.e., tax, property and casualty, captives, surety) to ensure that you will receive a comprehensive suite of protection for your renewable energy projects. Our history offers assurance that we will be there for you when it matters most. WTW’s Tax Insurance Team has extensive experience at the IRS (auditing and examining tax credits, partnership and corporate tax issues), and at a renewable developer purchasing tax insurance, preparing audit defense strategies, and simultaneously defending an audit with the IRS within an insurance claim process. Our unique and multi-faceted expertise allows us to effectively guide our clients from placement through the claim process while simultaneously providing insights that can strengthen your company strategy. Additionally, WTW’s broader renewable energy team, including property and casualty, surety and captives (among others), brings decades of experience and includes former energy underwriters, engineers and industry veterans.

Monarch Private Capital


Monarch Private Capital manages tax equity impact funds that positively impact communities by creating clean power, jobs and homes. The funds provide predictable returns through the generation of federal and state tax credits. The Company offers innovative tax credit equity investments for renewable energy, affordable housing, historic rehabilitations, film and other qualified projects. Monarch Private Capital has long-term relationships with institutional and individual investors, developers and lenders that participate in these types of federal and state programs. Headquartered in Atlanta, Monarch has offices and professionals located throughout the U.S.

Clean Energy Counsel


Clean Energy Counsel is a mission-driven law firm of specialized attorneys who offer
industry-focused knowledge and experience in all types of sustainable energy projects. The
firm offers a full range of legal services to support clean energy projects at every phase in
their life cycle—through development, construction, financing, and ongoing operations.
CEC’s growing tax equity and tax credit practice represents both developers looking to
monetize tax credits as well as tax equity investors and buyers of ITCs, PTCs, EV charging
station credits and a whole range of new clean energy tax credits. Clients seek out the firm
for its clear-eyed focus on market terms paired with practical tax advice and opinions that
keep commercial outcomes in mind. The CEC team gets deals closed and projects built,
because they believe their clients’ success changes the world’s trajectory for the better.
Advancing clean energy isn’t just a job at Clean Energy Counsel; it’s hope for the future.

Lockton Companies (Reception Sponsor)


Lockton is a global insurance brokerage that helps clients mitigate risk through strategic advisory and partnership. What makes Lockton stand apart is also what makes us better: independence. Lockton’s private ownership empowers its 9,500+ Associates doing business in over 135 countries to focus solely on clients’ risk, insurance and people needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.

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