Tax Credits & Transferability Logo

May 5 - 6, 2026  |  C. Baldwin, Curio Collection by Hilton  |  Houston, TX

Navigate the Post-OB3 Landscape: Tax Equity, Transferability, and Hybrid Structures Demystified

The tax credit and transferability market is entering a more disciplined, implementation-driven phase following the rollout of the IRAOB3, and Treasury’s latest FEOC guidance. As regulatory expectations sharpen, particularly around effective control, material assistance, and documentation standards, market participants are recalibrating how projects are structured, diligenced, financed, and insured.

What began as an expansionary capital story is now equally defined by compliance and execution. Developers, investors, lenders, and corporates are adapting to stricter rules governing tax credit eligibility, ownership attribution, supply chains, and audit risk, placing a growing premium on documentation, governance, and compliance certainty. At the same time, OB3’s accelerated phaseout timelines and a more assertive enforcement posture are compressing deal cycles and reshaping pricing dynamics. After a volatile 2025, 2026 marks an inflection point: capital remains available, but only for transactions capable of withstanding heightened scrutiny.

Infocast’s Tax Credits & Transferability 2026 convenes leading tax equity investors, transfer buyers, financial advisors, developers, lenders, platforms, insurers, and policymakers navigating this next stage of market evolution. Across two days of high-level dialogue, attendees will examine how clarified FEOC standards, a maturing transferability market, hybrid financing structures, and evolving risk management tools are redefining clean energy capital formation.

Participants will gain practical, forward-looking insights into:

  • Structuring transactions under clarified FEOC and ownership rules
  • Pricing and allocating compliance and disallowance risk
  • Integrating insurance and diligence frameworks into deal execution
  • Optimizing capital stacks amid tightening phaseout windows
  • Forecasting liquidity, valuation, and technology deployment through 2030

Through expert panels, technical deep dives, and strategic market analysis, the summit delivers the intelligence, frameworks, and connections needed to structure resilient transactions and deploy capital confidently in an increasingly complex regulatory environment.

Stay ahead of the curve as tax credit markets shift from expansion to disciplined execution, and position yourself to thrive in the next era of clean energy finance.

65
Expert Speakers


Hear from top industry leaders
and market stakeholders

18
Content-Packed Sessions


Gain highly-relevant,
exclusive insights and updates

Premier Networking


Connect with key decision-makers
and get deals done

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Lawrence Silverstein
Director of Sponsorship
lawrences@infocastevents.com

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FEATURED SPEAKERS

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Speaker profile image for Andrew Bernstein

Andrew Bernstein

Managing Partner, KEARSARGE ENERGY
Speaker profile image for Anand Dandapani

Anand Dandapani

Executive Director, Energy Investments, J.P. MORGAN
Speaker profile image for Andrew Ehrlickman

Andrew Ehrlickman

Senior Vice President, Investments, BROOKFIELD ASSET MANAGEMENT
Speaker profile image for Barrett Gold

Barrett Gold

Principal, FRANKLIN PARK
Speaker profile image for David Haug

David Haug

Chief Executive Officer, BILDMORE
Speaker profile image for Jeremy Horan

Jeremy Horan

Vice President, Government Affairs, ACORE
Speaker profile image for Kevin Knight

Kevin Knight

Managing Director, GE VERNOVA – FINANCIAL SERVICES
Speaker profile image for Chrissa Kozaki

Chrissa Kozaki

Director of Project Finance, PRIMERGY SOLAR
Speaker profile image for Bret Labadie

Bret Labadie

Chief Financial Officer, PIVOT ENERGY
Speaker profile image for Vitaly Lee

Vitaly Lee

Executive Vice President & Chief Development Officer, HANWHA RENEWABLES
Speaker profile image for Roshni Mali

Roshni Mali

Managing Partner, CAPTONA
Speaker profile image for Samuel Mencoff

Samuel Mencoff

Managing Director, KKR
Speaker profile image for Timothy Radcliff

Timothy Radcliff

Managing Director, DENHAM CAPITAL
Speaker profile image for Patrick Schaufelberger

Patrick Schaufelberger

Senior Vice President, Project Finance, DIMENSION ENERGY
Speaker profile image for Jordan Tamchin

Jordan Tamchin

Executive Vice President, Practice Leader, Tax Insurance, CAC SPECIALTY
Speaker profile image for Brett Weal

Brett Weal

Partner, Project Finance & Consulting, COHNREZNICK

    HEAR FROM INDUSTRY LEADERS & EXPERTS

    • ACORE
    • Apollo Global Management, Inc.
    • Bildmore
    • Brookfield Asset Management
    • CAC Specialty
    • CapeZero
    • Captona
    • CFO Services
    • CohnReznick
    • Concentro, Inc.
    • Concord New Energy
    • Crux Climate
    • Denham Capital
    • Dimension Energy
    • Empact Technologies
    • Euclid Transactional, LLC
    • Foss & Company
    • Franklin Park
    • GE Vernova – Financial Services
    • Hanwha Renewables
    • HASI
    • JPM Capital Corporation
    • Kearsarge Energy
    • KKR
    • Lockton Insurance Brokers
    • Nautilus Solar Energy
    • Monarch Private Capital
    • Pivot Energy
    • Pattern Energy
    • Primergy Solar
    • The Carlyle Group

    WHO SHOULD ATTEND?

    Solar, Wind and Storage Developers

    Insurance & Risk

    Tax Investment

    Investment Banks and Lenders

    Asset Management

    Consulting and Analytics

    Engineering, Procurement and Construction

    Clean & Alternative Technology Project Developers

    Law Firms

    Platforms

    General Partners and Private Equity

    Investment Advisors

    Equipment Manufacturing & Suppliers

    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
    • American Clean Power (ACP)
    • Apex Clean Energy
    • Ares Management
    • Array Technologies
    • Baker Tilly Capital LLC
    • Ballard Power Systems
    • Bank of America
    • Barlo Ventures, LLC
    • Barnes & Thornburg LLP
    • BBVA
    • BDO
    • Bechtel Enterprises
    • Bildmore
    • Birch
    • Blue Sky Solar
    • Bluestem Energy Solutions
    • BlueWave Solar
    • BNRG
    • BOA
    • Bostonia Partners LLC
    • Bracewell LLP
    • Broadwind Energy
    • Buckeye Partners, LP
    • CAC Specialty
    • CACIB
    • Cadmus
    • Calpine
    • CapeZero
    • Capstone Infrastructure Corp
    • Captona
    • Cardinal Investment Company
    • CFO Services
    • CIBC
    • CIBC Capital Markets
    • Citi
    • City National Bank
    • CleanCapital
    • Cleantech Strategies
    • Clearway Energy Group
    • Cleco
    • CoBank
    • Cohen & Company
    • Con Edison Clean Energy Businesses
    • Concentro
    • Connected Solar
    • Constellation
    • Convergent Energy + Power
    • Crux
    • Cubico Sustainable Investments
    • Dakota Ridge Capital
    • Davis, Polk & Wardwell LLP
    • DBJ Americas Inc
    • Depcom Power
    • DNB Bank ASA
    • Doral Renewables
    • DTE Energy
    • Duke Energy
    • EDF Renewables
    • Elemental Energy
    • Empact Technologies
    • Enbridge
    • Enel Green Power
    • Enel North America
    • energyRe
    • ENGIE North America
    • Exus Management Partners
    • Foley & Lardner LLP
    • Forefront Power
    • Foss & Company
    • FTC Solar
    • FTI Consulting
    • Galehead Development
    • Gallagher Evelius & Jones LLP
    • GameChange Solar
    • Globus Thenken
    • HASI
    • Haynes Boone
    • Heelstone Renewable Energy
    • Heliene
    • Hitachi Zosen Inova
    • Holland & Hart LLP
    • ibV Energy Partners
    • Ignis Energia
    • J.P. Morgan
    • JinkoSolar (U.S.) Inc.
    • Jones Walker LLP
    • JX Nippon
    • Kaiser Permanente
    • Katten Muchin Rosenman LLP
    • Kendall Sustainable Infrastructure
    • KeyBanc Capital Markets
    • Kirkland & Ellis
    • Latham & Watkins LLP
    • Lazard
    • Leeward Renewable Energy, LLC
    • Lendlease
    • Leo Berwick
    • Leyline Renewable Capital
    • Liberty Utilties
    • Lockton
    • LRE (Leeward Renewable Energy), LLC
    • M&T Bank
    • Macquarie
    • MAREX
    • Marsh
    • Marshall & Stevens
    • MassAmerican Energy, LLC
    • McDermott Will & Schulte LLP
    • MegaJoule
    • Meridian Investments
    • Mitsubishi Heavy Industries America, Inc.
    • Monarch Private Capital
    • Moore & Van Allen
    • Morgan Stanley
    • Moss Adams LLP
    • National Cooperative Bank
    • National Foundation for Affordable Housing Solutions, Inc.
    • National Grid Renewables
    • National Renewable Energy Corporation
    • Nationwide Insurance
    • Nautilus Solar
    • Nelson Energy LLC
    • New Energy Solar
    • NextEra
    • Nexus PMG
    • Nixon Peabody LLP
    • Nobell Energy Solutions, LLC
    • NRStor C&I LP
    • NT Solar
    • Nuveen
    • Oriden
    • Pacific Gas & Electric
    • Partner Engineering and Science
    • Phillips Lytle LLP
    • Photosol US Renewable Energy
    • Pine Gate Renewables
    • PNC Bank
    • PPL Corporation
    • Puget Sound Energy
    • PVHardware (PVH)
    • PwC
    • Qcells
    • Quantum Energy Partners
    • Rabobank
    • Radian Generation
    • Rath, Young and Pignatelli PC
    • Raymond James Renewable Energy Investments
    • Recurrent Energy
    • Regions Bank
    • Reunion
    • Revity Energy LLC
    • River Crest Power
    • Rockwood Group
    • Santander
    • Saturn Power Inc.
    • Schneider Electric
    • SEIA
    • 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
    • STX Group
    • SunPeak
    • SWEB Development
    • Swift Current Energy
    • Syncarpha Capital, LLC
    • Telamon Enterprise Ventures
    • Telios Corporation
    • Tenaska
    • Terra Energy
    • The Wishcamper Companies
    • Treehouse Investments, LLC
    • Truist
    • U.S. Bancorp
    • U.S. Department of Agriculture
    • U.S. Energy Development Corporation
    • UKA North America Group
    • Urban Grid
    • US Bank
    • US Department of Energy
    • Vine Investment Partners, LLC
    • Vineyard Wind LLC
    • Vitol Inc.
    • Wartsila
    • Wells Fargo
    • Williams Enterprises
    • Wilson, Sonsini, Goodrich & Rosati
    • Wintec Energy
    • Winthrop & Weinstine, P.A.
    • Yale School of Management
    • Zorya Energy Advisors

    2025 RECAP

    335+
    Event Participants
    66
    Expert Speakers
    14
    Content-Packed Sessions
    Audience demographics for last year's event

    venue

    An exterior shot of the C. Baldwin
    A shot of the C. Baldwin Bar area
    A shot of the ballroom at C. Baldwin

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

    Room Rate: $224
    Reservation Call In No: (713) 759-0202
    Reservation Web Link: Click here
    Cutoff Date: Monday, April 13, 2026
    Group Name: Tax Credit & Transferability 2026


    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.

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