Tax Credits & Transferability 2025 - Presented by Infocast Tax Credits & Transferability 2025 - Infocast
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The logo of the event, Tax Credits & Transferability 2024: Optimizing Post-IRA Opportunities

September 25 - 26, 2024
C. Baldwin, Curio Collection by Hilton
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.

Get visibility for your brand

Lawrence Silverstein
Director of Sponsorship
[email protected]

For registration questions:

Group rates available,
for 3 or more attendees!
[email protected]

Share your expertise

Erin Dolleris Hall
Senior Conference Producer
[email protected]

50

Expert Speakers

Hear from top industry leaders
and market stakeholders

14

Content-Packed Sessions

Gain highly-relevant,
exclusive insights and updates

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Premier Networking

Connect with key decision-makers
and get deals done

SUMMIT AGENDA

Group rates available for 3 or more attendees!

FEATURED SPEAKERS

 

Headshot for Bryen Alperin

Bryen Alperin
Partner & Managing Director
FOSS & COMPANY

Headshot for Jack Cargas

Jack Cargas
Managing Director, Renewable Energy Finance
BANK OF AMERICA

Headshot for Shirley Chin

Shirley Chin
Head of Tax
WTW

Headshot for Anand Dandapani

Anand Dandapani
Executive Director, Energy Investments
J.P. MORGAN

Headshot for Ian Davis

Ian Davis
Managing Partner
ONPEAK POWER, LLC

Headshot for Bryan Didier

Bryan Didier
Partner and Managing Director, Renewable Energy
MONARCH PRIVATE CAPITAL

Headshot for Bailey Johnson

Bailey Johnson
Executive Director, Renewable Energy & Environmental Finance
WELLS FARGO

Headshot for Omar Karar

Omar Karar
Vice President, Finance and Corporate Strategy
APEX CLEAN ENERGY

Headshot for Kevin Knight

Kevin Knight
Managing Director
GE ENERGY FINANCIAL SERVICES

Headshot for Kami LaBerge

Kami LaBerge
Senior Vice President, Tax Underwriter
EUCLID TRANSACTIONAL

Headshot for Whitney LaNasa

Whitney LaNasa
Senior Managing Director
STONEHENGE CAPITAL

Headshot for John Marchand

John Marchand
CCO
IOWN RENEWABLE ENERGY INC.

Headshot for Sunil Paul

Sunil Paul
Co-Founder and CEO
SPRING FREE EV, INC.

Headshot for Jon Previtali

Jon Previtali
Senior Principal Engineer
VDE AMERICAS

Headshot for Aleesha Smith

Aleesha Smith
Vice President, Partnerships & Transactions
ATHEVA

Headshot for Edwin Stone

Edwin Stone
Executive Director, Project Finance
CIBC CAPITAL MARKETS

Headshot for Reid Strand

Reid Strand
Vice President of Finance
PEREGRINE ENERGY SOLUTIONS

Headshot for Jordan Tamchin

Jordan Tamchin
Executive Vice President, Tax Insurance Practice Leader
CAC SPECIALTY

Headshot for David R. Wentworth

David R. Wentworth
President & CEO
EVENSOL LLC

Headshot for Patrick Worrall

Patrick Worrall
Vice President
LEVELTEN ENERGY

HEAR FROM INDUSTRY LEADERS & EXPERTS

 

  • A&O Shearman
  • Acadia Infrastructure Capital
  • Apex Clean Energy
  • Ares Management
  • Ashtrom Renewable Energy
  • Atheva
  • Baker Botts
  • Bank of America
  • BDO
  • Berkshire Hathaway Specialty Insurance
  • Bildmore Clean Energy
  • Birch Risk Advisors
  • CAC Specialty
  • CapeZero
  • CIBC Capital Markets
  • Concentro
  • Copia Power
  • Crux
  • Davis Polk
  • Deriva Energy
  • DLA Piper
  • Earthrise Energy
  • Empact Technologies
  • Euclid Transactional
  • Evensol LLC
  • Foss & Company
  • GE Energy Financial Services
  • Greenberg Traurig
  • IOWN Renewable Energy Inc.
  • J.P. Morgan
  • LevelTen Energy
  • Liberty GTS
  • Lockton
  • McDermott Will & Emery
  • McGuireWoods
  • Monarch Private Capital
  • Morgan Stanley
  • Nautilus Solar
  • Norton Rose Fulbright LLP
  • OnPeak Power, LLC
  • Peregrine Energy Solutions
  • Reunion
  • Santander
  • Schneider Electric
  • Spring Free EV, Inc.
  • Stonehenge Capital
  • VDE Americas
  • Weil, Gotshal & Manges
  • Wells Fargo
  • WTW

WHO SHOULD ATTEND?

 

  • 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

PAST PARTICIPATING ORGANIZATIONS

 

  • 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
  • CACIB
  • 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

 

190+

Attendees

50

Expert Speakers

13

Sessions

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Premier Networking

A pie chart detailing the audience breakdown from last year's event

VENUE

An exterior shot of the venue, C. Baldwin, Curio Collection by Hilton
An shot of the bar area at the venue

C. Baldwin, Curio Collection by Hilton
400 Dallas Street
Houston, TX 77002
Phone: (713) 759-0202

Room Rate: $229
Reservation Call-In No: (713) 759-0202
Reservation Web Link: Click here
Cutoff Date: Tuesday, September 3, 2024
Group Name: Tax Credit and Transferability


WARNING: Please do not book any guest rooms with third-party housing companies for this event. Infocast does not partner with outside housing companies, so we advise that you only book guest rooms directly through the venue using the details provided above.

An exterior shot of the venue, C. Baldwin, Curio Collection by Hilton
An shot of the bar area at the venue

Registration

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

*Discounts cannot be retroactively applied to an existing registration.

Need help with registration?
Contact us at: [email protected] | (818) 888-4444

Top

CAC Specialty

Website

CAC Specialty is an industry-leading specialty insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. CAC delivers customized solutions for a wide range of risks, serving both large corporations and small-to-medium enterprises. It is an employee-owned company, housing top industry talent dedicated to meeting clients’ comprehensive risk management needs and ranked in the top 40 of all U.S. brokerage firms.

CAC Specialty’s Tax Insurance Practice comprised of seasoned tax attorneys and former tax insurance underwriters, combines deep tax technical expertise, industry experience, and business acumen to craft innovative and unique tax insurance solutions so any client can quickly transfer the risk of the unanticipated and detrimental consequences of a successful challenge by a taxing authority—creating more certainty for sponsors, corporations, and stakeholders.

For more information, please visit us at www.cacgroup.com

Crux Climate

Website

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.

A&O Shearman

Website

A&O Shearman transforms the way law is practiced, to deliver unparalleled results for our clients’ most complex matters – everywhere in the world. We’re a law firm at the forefront of the forces changing the current of global business.

With over 320 global energy and infrastructure lawyers, including more than 60 attorneys in the Americas, we offer a deep and well-resourced team across practices and industries. The result is more relevant and focused advice, delivered quickly to ensure our clients’ investment objectives and that we add value from day one.

Acadia Infrastructure Capital

Website

Serving our mission to advance reliable clean energy in the United States, Acadia Infrastructure Capital pairs equity capital with corporate tax capital, offering developers a competitive alternative to traditional tax equity and providing corporations with streamlined access to new renewable energy tax credits through projects with community benefits.

Our approach goes beyond traditional investment methods, emphasizing bespoke product structuring to ensure adaptability in an ever-evolving energy market.

We seek to provide value-added structures, 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.

For tax credits, we originate opportunities, screen for quality, and perform the structuring, underwriting and transaction negotiation necessary to facilitate a clean tax credit transfer for a corporate buyer. Acadia can implement preferences around technology, community benefits, credit size, and REC procurement, balancing those factors with credit pricing.

Atheva

Website

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 atheva.com

Baker Botts

Website

Baker Botts is a globally respected law firm with 725 lawyers and 14 international offices. We are driven by the highest ethical and professional standards. This professionalism, combined with industry knowledge and insights and our understanding of the law, helps us to deliver effective, innovative solutions for our clients.

For more than 175 years, Baker Botts has delivered results-oriented services, establishing us as a leading law firm. Our reputation is complemented by our leadership in government, the judiciary and our communities. Regardless of size, sector or jurisdiction of a client, our commitment is to help achieve their business objectives.

Bildmore Clean Energy

Website

Bildmore is an EnCap Energy Transition Fund (ETF) backed investment platform focused on passive minority equity positions in battery storage, solar, and other energy transition projects that cannot attract traditional renewable “tax equity” financing. The company expects to make 10 to 15 minority investments annually, initially focused on utility-scale projects and sponsors who cannot meet the requirements for tax equity but want to improve their economics beyond only transferring tax credits at a discount. Bildmore’s team is led by energy veteran David Haug, who has three decades of working relationships with the principals at ETF. Together they bring decades of power and energy project experience from a developer’s perspective, the key to fast transaction approval and funding.

Birch Risk Advisors

Website

Birch Risk Advisors is a strategic partner to taxpayers and renewable energy market participants, providing sophisticated structuring, tax insurance and tax credit transfer solutions. Our team of experienced attorneys, investment bankers and renewable energy executives leverage decades of deal advisory and cross-disciplinary expertise in serving global investment funds, multi-national corporations, and producers of clean power generation. For more information, please visit https://birchrisk.com.

CapeZero

Website

CapeZero is a software-as-a-service company providing financial technology solutions to counterparties evaluating investment, financing, and sale options for clean energy projects. Almost every renewable energy project benefits from receiving a “structured tax credit investment” (i.e. tax equity, transferability, and direct pay). CapeZero’s modeling and deal analysis software provides developers, investors, and advisors with a platform to efficiently navigate structured tax credit investments. CapeZero enables stakeholders to make real-time, profit-optimizing decisions and build a clean energy future together.

Davis Polk & Wardwell LLP

Website

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 davispolk.com

DLA Piper, LLP

Website

In a world where the demands for energy are growing exponentially, those operating in the energy sector are looking to their lawyers to provide more than legal skill; they are also seeking in-depth sector know-how and innovative solutions to the challenges they face. DLA Piper's energy lawyers deliver to our clients the focused, innovative sector advice they need, wherever in the world they need it.

Our energy clients receive coordinated, across-the-board coverage for their needs, including construction and projects, corporate, competition, regulatory, contractual, trading, litigation/arbitration, dispute resolution and tax issues. We understand the technical, geographical, commercial and geopolitical factors that shape the industry and have first-hand access to contacts, sponsors and decision makers worldwide.

DLA Piper's energy team includes experts in the detailed, multi-layered and often complex regulatory frameworks that apply to energy sector projects and activities. We advise regulators, the regulated, investors and other industry participants on the implications of the regulatory framework during the planning, development and operational stages of many energy projects and
activities.

Empact Technologies

Website

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

Website

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.

Website

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 www.fossandco.com.

Greenberg Traurig

Website

Greenberg Traurig is a global law firm with more than 2,650 attorneys in 47 locations in the United States, Latin America, Europe, Asia, and the Middle East. Our dynamic Renewable Energy team is vertically integrated to cover all aspects of the life of a project from development through construction, to financing and M&A, with in-depth understanding of the ever-evolving regulatory framework. Our senior attorneys have been leaders in the industry for more than 25 years and have handled some of the world’s largest and first-of-their-kind energy projects. We routinely advise project sponsors and developers, tax equity and cash equity investors, banks, and institutional investors, lenders, insurance companies, equipment manufacturers, energy companies, utilities, and other energy industry participants on traditional and pioneering innovative structures with unparalleled experience and commitment.

Lockton Companies

Website

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.

McDermott Will & Emery LLP

Website

McDermott Will & Emery propels the success of the world’s most respected, dynamic and important organizations. Together, we fuel missions, knock down barriers and shape markets. As a business operating in the highly specialized energy sector, you encounter unique legal challenges that require a practical and complete understanding of your industry. Our dedicated, full-service global energy team uses broad market knowledge to deliver coordinated counsel around the world, focusing on your particular transactional and regulatory needs in service of your business objectives. To help you resolve complex issues, comply with new regulations and stay a step ahead of the competition, we monitor both macro trends and local issues within the industry. With a track record of success and decades of experience in domestic markets, cross-border representations and coordinating work in foreign jurisdictions, we are well positioned to provide you with comprehensive advice in any area of energy law.

McGuireWoods LLP

Website

McGuireWoods’ cross-discipline, cross-practice energy industry team brings together legal, policy, energy technology and business experience to meet the challenges our clients face. Our energy industry experience has been recognized for the depth of our bench (more than 100 interdisciplinary lawyers) and the extent of our experience. We have been serving some of our energy clients for nearly 50 years.

We advance our renewable energy clients’ interests by getting deals done, by helping clients successfully and creatively navigate the complexities and pitfalls in this dynamically evolving industry and by maximizing the value of various tax, energy, environmental rules, markets and governmental incentives available to the renewable energy industry.

Norton Rose Fulbright US LLP

Website

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

Website

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.

Weil

Website

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

Website

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.

Concentro

Website

Concentro is a platform unlocking tax credit transfers for DG clean energy projects. Through a differentiated, hands-on approach, we provide middle-sized projects and portfolios (e.g., C&I, Community Solar, Residential etc.) access to monetize tax credits with improved economics. We give access to buyers, provide full-wrap insurance, execute the diligence, bundle projects to get economies of scale and take care of the entire process.

Similarly, we enable corporations to buy fully-vetted and fully-insured tax credits from clean energy developers, through a seamless and fully taken care of process. We have closed multiple transactions already and have over $250M of tax credits available on the platform.

Monarch Private Capital

Website

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.

Reunion

Website

Reunion’s mission is to accelerate investment into clean energy.

The Inflation Reduction Act has created a simpler way to finance renewable energy projects through the sale of tax credits. Reunion’s marketplace facilitates the purchase and sale of transferable tax credits to support solar, wind, battery, biogas and other clean energy projects.

Reunion works with leading clean energy project developers to easily sell tax credits to a deep pool of buyers. Corporations buy tax credits on the Reunion platform to support clean energy, while generating a compelling financial return. Through standardized due diligence, diversification, and insurance, we ensure that it’s easy and low-risk for corporations to purchase tax credits.

Reunion raised corporate funding from leading renewable energy investors in 2022, and our founding team previously raised over $2B to finance solar energy projects around the world.

Santander Corporate & Investment Banking (SCIB)

Website

Santander Corporate & Investment Banking is a Santander global division that supports corporate and institutional clients, offering tailored services and value-added wholesale products while adhering to responsible banking standards that contribute to the progress of society. We are committed to fulfilling our clients’ needs, surpassing their expectations and helping them to achieve their goals. For that reason, we invest heavily in developing tailor-made solutions and in providing local expertise, fully integrated coverage and cross-border capabilities.

Clean Energy Counsel

Website

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)

Website

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.

BDO USA, P.C.

Website

At BDO, our purpose is helping people thrive, every day. Together, we are focused on delivering exceptional and sustainable outcomes — for our people, our clients and our communities. Across the U.S., and in over 160 countries through our global organization, BDO professionals provide assurance, tax and advisory services. We offer Clean Tech & Sustainable Finance services to a diverse range of clients across all areas of sustainable investing including how to apply tax credit and incentives to support strategic business objectives – whether seeking financing for innovation, focusing on improving margins or navigating tax credit monetization.

At BDO, we believe that building business sustainably is not just a smart thing to do. It’s the right thing to do.  

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Welcome to Infocast’s New Content Hub!

We are excited to announce that The Stratton Report has officially merged with Infocast Inc. With this merger, we will continue to deliver breaking news and deep insights from the renewable energy, power, cannabis and technology sectors under the Infocast brand. Come explore, learn and get latest developments in your industry at our new content hub!