Novogradac & Company LLP is scheduled to host their annual Renewable Energy Tax Credit (RETC) conference in Washington, DC from November 8-9 where NTCIC will be featured as an event sponsor. The conference will bring Solar Investment Tax Credit (Solar ITC) investors, developers, and practitioners together to network and discuss ways to support the Solar ITC at the local, regional and national levels.
Over the course of three days, NTCIC will be engaged with conference sessions and activities. Conference attendees are invited to meet NTCIC team members:
Karin Berry on Wednesday, November 8 at the Intermediaries Tax Equity Update panel. Karin will be one of four panelists discussing the issues facing syndicators and other intermediaries as they help finance properties. She will offer insight on investor relations and how to strategize tax efficiency while creating community impact.
Karin serves as the primary business development/relationship manager with renewable energy tax credit investors and project developers to syndicate Solar ITCs. Most recently, she led efforts in introducing NTCIC’s Solar Platform for insurer investments. In September 2017, NTCIC’s National Trust Solar Platform was approved as a COIN qualified high impact investment for insurers. The National Trust Solar Platform can be structured to benefit low-to-moderate income (LMI) and rural communities, while also providing a positive environmental impact from the use of renewable energy throughout California.
Karin comes to NTCIC with a wealth of experience, having served as Senior Advisor in the Office of Policy for the U.S. Department of Energy; Vice President of the Guggenheim Capital Markets, Principal of Pave Energy Finance; and most recently, Senior Account Executive and Vice President of PNC Energy Capital. Karin has worked on renewable transactions all over the country for commercial, municipal, residential, utility and non-profit clients. Karin received a bachelor’s degree from Samford University and a master’s degree from the LBJ School of Public Affairs at the University of Texas Austin.
Merrill Hoopengardner at NTCIC’s exhibit table and throughout the conference. As President of NTCIC, Merrill directs fundraising and acquisitions opportunities, develops and implements overall strategy and new lines of business for the company and coordinates governing board/staff relations. Merrill joined NTCIC in 2016, bringing 19 years of experience in community development finance that includes the structuring and closing of over $1 billion utilizing Historic, New Markets and Low Income Housing Tax Credits. Before joining NTCIC, Ms. Hoopengardner was a Principal at Advantage Capital Partners, a finance company that specializes in using public-private partnerships to raise venture capital and small business capital for investments and loans in underserved areas. At Advantage, Merrill raised over $100 million per year in state and federal NMTC funds that were used to provide access to capital for small businesses nationwide. Merrill began her tax credit career with the law firm Nixon Peabody LLP, where she represented a number of prominent community development entity, investor and project sponsor clients.
Randy Bartholomew at NTCIC’s exhibit table and throughout the conference. As EVP and COO, Randy assists the President with the overall operations and strategic planning for the NTCIC. Randy also oversees the accounting, asset management functions, and subsidiaries. With over 35 years of experience in commercial real estate finance and asset management, Randy has acted in various senior management roles, including VP Strategic Planning / Asset Management, Director of Finance and Controller. His experience includes partnership structuring, tax credit modeling, tenant lease restructures, partner and lender liaison, strategic planning and controllership functions.
Bret Mosher at NTCIC’s exhibit table and throughout the conference. As VP of Asset Management, Bret is responsible for the supervision of the asset management functions for NTCIC’s NMTC, HTC, and solar ITC portfolios including all post-closing disbursements based on the projects meeting the conditions precedent prior to the investors funding of the capital calls. He also manages and maintains an asset management database system which is used for compliance and project-level reporting for NMTC, historic, and solar ITC investments. Bret has over 24 years of experience in commercial real estate appraisal, underwriting, financing, asset management, and acquisition/due diligence. Prior to joining NTCIC, Bret spent three years as an investment and acquisition manager at a private equity real estate investment company and was primarily responsible for underwriting potential deals, evaluating risks, and financial analysis. Bret also has five years of experience as a senior asset manager at Fannie Mae and managed a primarily residential portfolio of 35 assets with a total asset value of $1.1 billion. He provided direct asset management and fund oversight for joint venture market rate equity, mezzanine debt, and historic tax credit/mezzanine equity for acquisition/rehab and new development deals.
Sarah McDonnell at NTCIC’s exhibit table and throughout the conference. As Asset Manager, Sarah is responsible for managing NTCIC’s portfolio of HTC, NTMC, and ITC projects during the tax credit compliance periods. For five years prior to joining NTCIC, Sarah worked as a Senior Development Associate for a real estate development company in Michigan that specialized in historic rehabilitation. There, she reviewed all transaction documents and oversaw the closing process of each project.
– Learn more on the Novogradac conference and agenda –
Photos by Melani Hom, NTCIC