Webinar Information
Course Outline:
- Status of the implementation of major funding instruments in ARRA
- DOE loan guarantee provisions for commercially-proven and advanced technologies
- Grant program
- Issuance of funding for energy efficiency
- Identifying how changes in tax code and IRS opinions affect project finance structures
- New provisions for the PTC and ITC
- Changes to Section 48 of the tax code
- New finance structures and funding vehicles
- New types of bonds for renewable finance
- Opportunities in using a mix of public and private finance instruments in financing energy projects
- The rise of mixed public-private finance for renewable energy and energy efficiency projects
Faculty:
Matthew Ferguson, Principal and Renewable Energy Practice Group Leader, THE REZNICK GROUP
Matt Ferguson is a principal and the National Renewable Energy Services Practice leader with Reznick Group, a national accounting, tax and business advisory services firm. Mr. Ferguson advises clients on energy-related transactions including matching renewable projects with tax equity investors, raising capital, mergers and acquisitions within the renewable energy sector, and maximizing public policy to promote and reward low-carbon solutions as well as helping with energy tax credit financing with current clients. Mr. Ferguson has worked on projects involving public-private partnerships, coal gasification, prepaid output from wind technology, biomass, landfill gas, and the syndication of tax equity investments in wind and solar electricity generating projects.
Charles S. Henck, Partner, BALLARD SPAHR ANDREWS & INGERSOLL, LLP
Charles S. Henck is a partner in the Tax Group, and a member of the Energy and Project Finance Group, the Public Finance Group, the Passenger Rail Infrastructure Group, and the Public-Private Partnerships Group. Prior to joining Ballard Spahr, Mr. Henck was an attorney in the Office of Chief Counsel of the Internal Revenue Service.
Mr. Henck has counseled clients on a variety of tax aspects of municipal and corporate financing for utility, industrial, and infrastructure facilities. He has served as bond counsel, underwriter’s counsel, special tax counsel, and company counsel in revenue bond, private activity bond, general obligation bond, and leveraged lease financings. He has particular experience in the issuance and restructuring of project and revenue based tax-exempt financings for solid waste disposal and resource recovery facilities. He also has been involved as counsel to the borrower and the issuer in a number of IRS audits of bonds issued to finance utility, industrial, and infrastructure facilities, and is a frequent lecturer and panelist in national conferences on federal tax matters relating to financings of these facilities.
R. Thomas Hoffmann, Partner, BALLARD SPAHR ANDREWS & INGERSOLL, LLP
Mr. Hoffmann is a partner in the Business & Finance Department and co-partner-in-charge of the Energy and Project Finance Group in the firm’s Washington, DC office. His practice concentrates on energy industry transactions, including project development, investments, finance, and public/private partnerships. He frequently represents developers and investors in the development and financing of solar, wind, and biomass projects; as well as coal-fired projects; gas projects; nuclear projects and cogeneration projects.
Carl Weatherley-White, Managing Director, BARCLAYS CAPITAL
Mr. Weatherley-White provides structured finance advice for Barclays Capital’s clients across a range of industries. His focus is capital intensive transactions, such as leveraged tax leases, non-recourse financing and contract monetization. He maintains an active relationship with the US tax-oriented equity market, which provides capital for such transactions.
Mr. Weatherley-White joined Barclays Capital in 2008 from Lehman Brothers. For much of his career he has focused on structured asset financing, and has extensive experience with tax-oriented lease structures, having led the lease financing advisory business of Credit Suisse until 2005.