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May 5 - 6, 2026  |  Houston, TX

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

The tax credit and transferability market is entering a new phase of maturity following the implementation of the IRA and OB3, driving the emergence of more sophisticated deal structures across renewable energy finance. This evolution is broadening access to capital for a wider range of developers while attracting new corporate buyers motivated by both financial performance and Long-term resilience and sustainability targets. As the market advances, opportunities are expanding to deploy efficient hybrid structures and specialized risk management and insurance solutions unlocking greater value for all participants. 

However, OB3’s accelerated phaseout of key tax credits, coupled with uncertainty surrounding evolving FEOC regulations and unclear Treasury guidance, has introduced new volatility. Compressed transaction timelines and tightening liquidity are pushing developers to secure tax equity and transfer investments more rapidly and optimize their capital structures to manage rising costs. After a turbulent 2025 shaped by shifting demand and constrained capital, the stage is set for significant market transformation in 2026. 

Infocast’s Tax Credits & Transferability 2026 is the premier forum convening top tax equity investors, financial advisors, platform providers, lenders, and insurers across the clean energy finance ecosystem. Over two days, industry leaders will examine how evolving policies and market forces are redefining tax equity and transferable credit transactions. 

Attendees will gain actionable insights into the latest trends in structuring, pricing, and risk management, equipping them to optimize capital strategies, accelerate deal execution, and navigate an increasingly complex and competitive marketplace. Through expert-led panels, in-depth presentations, and forward-looking discussions, the summit will offer market forecasts through 2030, exploring scenarios from constrained credit availability to diversified technology deployment. 

Stay ahead of the curve with the intelligence, strategies, and connections needed to thrive in a rapidly evolving tax credit environment. 

68
Expert Speakers
18
Insightful Sessions

 

Premier Networking

2025 FEATURED SPEAKERS

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Speaker profile image for Dan Cary

Dan Cary

Managing Director, MACQUARIE
Speaker profile image for Nigel Cockroft

Nigel Cockroft

General Manager, JINKOSOLAR (U.S.) INC
Speaker profile image for Anand Dandapani

Anand Dandapani

Executive Director, Energy Investments, J.P. MORGAN
Speaker profile image for Gareth Davies

Gareth Davies

Executive Director, Structured Finance & Advisory, SANTANDER
Speaker profile image for Rod Eckhardt

Rod Eckhardt

Director - Tax Credit Advisory Services, SCHNEIDER ELECTRIC
Speaker profile image for Sean Gallagher

Sean Gallagher

Senior Vice President, Policy, SEIA
Speaker profile image for Eric J. Heintz

Eric J. Heintz

Managing Director – Energy & Infrastructure Finance, M&T BANK
Speaker profile image for Timmi Kloster

Timmi Kloster

Senior Vice President, Tax Credit Syndications, US BANK
Speaker profile image for Frank Macchiarola

Frank Macchiarola

Chief Advocacy Officer, AMERICAN CLEAN POWER
Speaker profile image for Robert F. Martorano Jr

Robert F. Martorano Jr

Managing Director, Investment Banking, Utilities, Power & Renewable Energy, KEYBANC CAPITAL MARKETS
Speaker profile image for Camelia Miu

Camelia Miu

Chief Financial Officer, NAUTILUS SOLAR
Speaker profile image for Surya Mohan

Surya Mohan

Senior Vice President, M&A and Investments, ENERGYRE
Speaker profile image for Martin Pochtaruk

Martin Pochtaruk

Chief Executive Officer, HELIENE
Speaker profile image for Rene Ramirez

Rene Ramirez

Senior Vice President, Environmental Finance, U.S. BANCORP
Speaker profile image for Kevin Yaich

Kevin Yaich

Vice President, Head of M&A, HANWHA RENEWABLES

    2025 SPEAKING ORGANIZATIONS

    • American Clean Power (ACP)
    • Array Technologies
    • BBVA
    • BDO
    • Bildmore
    • Birch
    • CAC Specialty
    • CapeZero
    • Captona
    • CFO Services
    • CIBC Capital Markets
    • Citi
    • Concentro
    • Crux
    • Dakota Ridge Capital
    • Davis, Polk & Wardwell LLP
    • Depcom Power
    • Empact Technologies
    • enel North America
    • energyRe
    • Foss & Company
    • GameChange Solar
    • HASI
    • Heliene
    • JinkoSolar (U.S.) Inc.
    • J.P. Morgan
    • KeyBanc Capital Markets
    • Kirkland & Ellis
    • Leo Berwick
    • Lockton
    • LRE (Leeward Renewable Energy), LLC
    • M&T Bank
    • Macquarie
    • MAREX
    • McDermott Will & Schulte LLP
    • Monarch Private Capital
    • Morgan Stanley
    • Nautilus Solar
    • NT Solar
    • Nuveen
    • PNC Bank
    • PwC
    • Qcells
    • Raymond James Renewable Energy Investments
    • Reunion
    • Santander
    • Schneider Electric
    • SEIA
    • STX Group
    • Syncarpha Capital, LLC
    • U.S. Bancorp
    • US Bank
    • Vine Investment Partners, LLC
    • Wells Fargo

    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

    2025 sponsors


     

    2025 SUPPORTING ORGANIZATION

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