The Inflation Reduction Act created an unprecedented opportunity for profitable corporations to optimize cash flow and reduce federal tax liabilities by purchasing clean energy tax credits under Section 6418. However, for buyers, navigating the commercial landscape, understanding pricing dynamics, and appropriately allocating legal and commercial risk can present significant barriers to entry.
This workshop is designed to demystify the transferable tax credit market by placing the buyer perspective front and center. Featuring insights from both first-time buyers and sophisticated institutional acquirers with extensive experience in purchasing credits at scale—alongside other industry leaders, including leading risk management and legal advisors—this program will provide corporate tax and finance leaders with a practical, battle-tested toolkit to confidently execute their first acquisition.
Mayer Brown partners will be joined by executives from Apollo, Blackstone, Crux, Lockton, PSEG and Wells Fargo.
In this workshop, we will discuss:
Navigating Initial Tax Credit Acquisitions for First Time Buyers
This session is designed for companies considering their first tax credit acquisition, the panel will provide a practical overview of how to evaluate opportunities, navigate key transaction considerations, and move thoughtfully and efficiently through the lifecycle of the deal.
- Tom Reichart, Vice President, and Assistant Controller Tax, PSEG
- Dan Berger, Managing Director, Head of Tax Insurance, Lockton
- John DeRosa, Head of Tax Credit Markets, Crux
- Joon Pae, Partner, Mayer Brown
Scaling Tax Credit Acquisitions and Managing Risk
Experienced market participants will discuss how buyers can move from individual transactions to scalable tax credit acquisition programs, navigate evolving risk and execution considerations, and position themselves for success as the tax credit market continues to mature.
- Rob Walsh, Managing Director, Blackstone Credit
- Anna Poulton, Principal, Apollo
- Matt Reilly, Director, Wells Fargo
- Trevor Shelton, Partner, Mayer Brown
