Evening Activity: Game Room\, Chicago Athletic Association - Sponsored by D.A. Davidson and Nenni &\; Associates!
5:30 - 8:00 PM
2nd Floor\, Lobby Level
June Members Meeting
June 17-18\, 2024
Chicago Athletic Association - 12 S Michigan Avenue Chicago\, Illinois\, 60603
Join us in Chicago\, IL for the June Members Meeting! Highlights will include networking events\, an Affiliate Advisory Committee meeting\, the Board of Directors Meeting\, and a combined Members Meeting with guest speakers!
Sponsorship Opportunities
One sponsorship left! Please contact Michelle Yoon if interested.
Hotel Information:
The hotel is offering a special room rate of $299 (plus $26 destination fee) for our event. This includes a fitness center and complimentary internet access. To reserve your room\, go to our event attendee website \;by May 28\, 2024. \;
Monday\, June 17th\, 12:00 PM - 5:00 PM
Tuesday\, June 18th\, 7:00 AM - 3:00 PM
White City Pre-function \;
1:30 - 3:00 PM
White City Ballroom
3:00 - 4:30 PM
Madison Ballroom
4:30 - 5:30 PM
5:30 - 8:00 PM
2nd Floor\, Lobby Level
7:30 - 8:30 AM
White City Foyer
White City Ballroom (seating)
7:30 - 8:30 AM
Evers Conference Room
3rd Floor
8:30 - 9:00 AM
Madison Ballroom
9:00 - 11:00 AM
Madison Ballroom
11:00 - 11:30 AM
11:30 - 12:30 PM
Madison Ballroom
Presenters
Derek Mitchell\, Senior Vice President\, Grant Capital Management\, Inc. (Moderator)
Derek Mitchell is Senior Vice President of Grant Capital Management. In this role he manages Grant Capital&rsquo\;s working relationships with its investors\, vendors\, ESCOs and public sector clientele. For over 12 years\, he has led the Grant Capital team in over $500 million in equipment financing agreements. With a focus on renewable energy\, energy efficiency and essential equipment\, Derek has been engaged in energy projects ranging from $1 million to just under $100 million and is known for structuring innovative and creative financing approaches. Derek holds a B.S. in Marketing from Hampton University and an MBA in finance from Loyola University.
In his personal time Derek enjoys traveling with his wife\, coaching his son&rsquo\;s basketball team\, and playing golf with friends.
Charlie Zitnik\, Managing Director\, Public Finance Banker\, D.A. Davidson &\; Co
Zitnik has been licensed in the securities industry since 1982. \;He has been with D.A. Davidson &\; Co. since 2006 when the fixed income group of his predecessor firm\, Kirkpatrick Pettis\, was acquired by D.A. Davidson &\; Co. \;Zitnik carries an undergraduate degree from the University of Kansas and a Master of Business Administration from Rockhurst University\, with additional coursework at Columbia University\, New York.
Zitnik is focused on energy savings performance contract financing and essential purpose infrastructure financing on a national basis. He carries extensive experience structuring financing with revenue streams including property tax\, sales tax\, development fees\, property/sales tax increment\, public improvement fees\, energy consumption savings\, and various combinations of these revenue streams. \;His expertise is often called upon early in the life cycle of projects to assist clients in long-range public finance planning.
Hans Riemer\, Senior Consultant\, Loan Programs Office\, US Department of Energy
Hans Riemer is a senior consultant to the US Department of Energy&rsquo\;s Loan Programs Office (LPO)\, where he leads the state and local engagement team and is working with government and private sector leaders to finance a wide array of clean energy projects. Prior to joining LPO\, Hans served for 12 years as an elected official in Montgomery County\, Maryland\, where he passed numerous energy and climate laws including all-electric building codes\, solar zoning reforms\, building energy performance standards\, and smart growth incentives.
12:30 - 1:30 PM
White City Ballroom
1:30 - 3:00 PM
Madison Ballroom
Presenters
Daniel Webber\, Public Affairs Specialist\, Internal Revenue Service (IRS)
Daniel Webber is a Public Affairs Specialist with the Tax Outreach\, Partnership and Education Branch of the Internal Revenue Service. He has served as a public servant with the Department of Treasury for 9 years. Prior to joining the Tax Outreach\, Partnership and Education Branch\, he worked in the Wage and Investment Branch.
David Diaz\, Managing Partner\, Walker Reid Strategies Inc. \;
David Diaz is the Managing Partner for Walker Reid Strategies\, a prominent firm specializing in Energy Efficiency and Specialty Tax Services. With over 20 years of experience in the construction and real estate industry\, David established himself as a seasoned expert in enhancing energy efficiency in commercial buildings. \;
David assumes a pivotal role with Walker Reid Strategies in overseeing the day-to-day operations of the Energy Tax Incentive Practice. His responsibilities encompass guiding clients through the intricacies of energy tax incentives\, including the 179D Tax Deduction and 45L Residential Tax Credit. By helping CPAs\, architects\, engineers\, ESCO'\;s and building owners navigate the energy implications and tax consequences of these incentives\, David empowers them to maximize their energy efficiency efforts while optimizing their financial benefits. \;
Recognized for his depth of knowledge and ability to communicate complex concepts\, David frequently delivers captivating lectures on energy tax incentives. His presentations focus on educating and empowering professionals in the industry\, providing valuable insights into the intricacies of the 179D Tax Deduction and 45L Residential Tax Credit. Through these engagements\, David helps professionals leverage the available incentives to drive positive change\, foster sustainable development\, and enhance energy efficiency across the board. \;
Nick Silbergeld\, Credit Investments Team'\;s Director\, HASI
Nick Silbergeld is a Director on the Credit Investments team at HASI (NYSE: HASI)\, a leading investor in climate solutions. He is responsible for originating\, structuring\, and executing transactions with a focus on the firm&rsquo\;s energy efficiency investments and securitization platform.
Prior to joining HASI in 2022\, Mr. Silbergeld worked at Calvert Impact Capital managing investments across various sectors\, with a previous role at J.P. Morgan in the commercial mortgage securities group. He is a member of the Maryland Clean Energy Center'\;s Advisory Council\, which advises the Executive Director and assists in developing strategic objectives. He holds a Bachelor&rsquo\;s Degree in Economics from Denison University and a certificate in Clean Energy Finance from the Yale University.
3:00 - 3:30 PM
3:30 - 5:00 PM
White City Ballroom \;
