Presented by CEART Corp
Clean Energy · Finance · Investment · Infrastructure
Clean Energy Finance Forum
Accelerating Capital to Power the Future
Where capital meets finance-ready energy projects—and the decisions that move them toward financial close.
The Capital Stack
Accelerating Capital to Power the Future
Clean energy investment is accelerating, but capital only moves when projects are finance-ready, risks are understood, and transactions can be executed with confidence. The Forum examines how investors, lenders, developers, insurers and advisors are navigating the decisions that determine which projects advance—and how efficiently they reach financial close.
Who is investing—and on what terms?
What makes an opportunity finance-ready?
Which issues can stop a viable deal from moving?
What shortens diligence, structuring and negotiation?
What ultimately gets capital deployed?
01 The Forum
Financing the Infrastructure Powering the Future.
This is a working session—not a broad market overview.
Through two executive panels and a keynote, the Forum examines how sellers prepare for diligence, what buyers must validate before structuring the capital stack, and what moves a transaction from pursuit to term sheet to close.
On Tuesday, September 22, clean-energy sellers, buyers, and transaction advisors will meet in New York City for a focused four-hour afternoon of substantive discussion and relationship-building.
Move from pursuit to term sheet to close with clearer diligence, stronger foundations, and fewer late-stage surprises.
02 Key Questions
Three Questions the Forum Will Answer.
The afternoon follows the transaction from sell-side readiness through the stages between pursuit and close, and into the fundamentals a buy-side investment committee must validate.
What do sophisticated buyers find first—and what should sellers fix before entering the diligence room?
Examine the hidden issues that create friction, weaken confidence, or force a seller to rebuild the story after diligence has begun.
- Diligence
- Data Room
- Disclosure
- AI-Enabled Review
Why do promising transactions stall between pursuit, term sheet, and close?
Identify the decisions, information gaps, and execution failures that cost momentum across the three stages of a transaction.
- Pursuit
- Term Sheet
- Execution
- Close
What must hold for a project to earn investment committee approval?
Test the commercial, tax, accounting, legal, insurance, and diligence fundamentals beneath the proposed capital stack.
- Capital Stack
- Underwriting
- Risk Allocation
- Investment Committee
The Conversation
The objective is to surface the decisions that determine whether a clean-energy transaction advances from readiness to term sheet and ultimately to close.
03 The Leaders
The Two Sides of the Transaction.
The Forum brings together the people preparing an asset for market with the people testing the foundation beneath the proposed transaction.
Who’s in the Room
Senior practitioners from both sides of the transaction.
The program is structured around the two chairs at every clean-energy deal: the sell-side preparing for the room and the buy-side testing whether the foundation can support the stack.
Sell-Side
Sponsors and asset owners, sell-side M&A advisors, investment bankers, transaction lawyers, and accounting, tax, and readiness advisors.
Buy-Side
Infrastructure funds, lenders, tax-credit investors, insurers, buy-side counsel, and the accounting, tax, and diligence advisors testing the foundation.
The strongest conversations happen when sellers, buyers, and advisors can examine the same transaction from each side of the table.
03 The Leaders
Leaders Shaping the Conversation.
Meet the executives bringing investment, project, and transaction perspectives to the 2026 Clean Energy Finance Forum.
Rich Deming
Founder & CEO
CEART Corp
Mona E. Dajani
Partner and Co-Chair, Infrastructure, Energy & Real Estate
Cooley
Raymond Wood
Chairman, Natural Resources & Energy Transition
Bank of America
Vibhu Kaushik
Managing Director, Global Energy
Global Infrastructure Partners, part of BlackRock
Graham Higgins
Director, Responsible Investment
Nuveen Green Capital
Julie Furber
Managing Director
Igneo Infrastructure Partners
Gary Durden
Managing Director, Co-Head, Energy Transformation Group
CG/CRC-IB
Ashly Pleasant
Director, Real Estate Advisory and Sustainability Services
Weaver
Santosh Raikar
Managing Partner
Silverpeak Renewables Investment Partners
Chris Diaz
Co-Chief Executive Officer
Seminole Financial Services
Adam Rasken
Partner, Origination
True Green Capital Management
Catherine Lien
Principal
GEF Capital Partners
Eric J. Alini
Chief Executive Officer
CounterpointeSRE
Gabriel Alonso-Mendoza
Co-founder & Managing Partner
Amvest Capital
Ivan Oliveros
Partner
Atlantico Capital
04 The Program
A Focused Afternoon of Clean Energy Finance.
Confirmed Agenda
A three-hour working program organized around sell-side readiness, the stages between pursuit and close, and the buy-side foundation beneath the capital stack.
Agenda
From seller readiness to transaction stages and investment-committee review.
The afternoon moves through the practical decisions that shape a clean-energy transaction, with time reserved for focused executive dialogue and relationship-building.
Arrival Networking
Arrival and opening connections across both sides of the transaction.
Welcome Address
Opening context for the afternoon’s transaction-focused discussion.
Panel 1 — Sell-Side: Ready for the Room
Preparing the asset, diligence materials, and disclosures before buyers engage.
Keynote — The Three Stages: From Pursuit to Term Sheet to Close
The decisions and friction points that determine whether momentum survives.
Panel 2 — Buy-Side: The Foundation Under the Stack
Testing the fundamentals required for investment-committee approval.
Networking Reception
Closing discussion and relationship-building across the transaction community.
The program moves from sell-side preparation through the stages of execution and into the buy-side review of the foundation beneath the stack.
05 Why Attend
Understand the Market. Meet the People Moving Capital.
The Forum is designed for sellers, buyers, and transaction advisors who need to see how preparation, diligence, capital-stack validation, and execution shape the path to close.
Who Should Be in the Room
The people preparing, diligencing, structuring, and closing clean-energy transactions.
A focused senior-level environment connecting the sell-side, the buy-side, and the advisors testing every part of the transaction.
- Sponsors & Asset Owners
- Sell-Side M&A Advisors & Investment Bankers
- Infrastructure Funds & Lenders
- Tax-Credit Investors & Insurers
- Transaction Lawyers & Buy-Side Counsel
- Accounting, Tax & Diligence Advisors
Prepare for Diligence
See what sophisticated buyers find first—and what sellers should fix before entering the diligence room.
Test the Foundation
Examine the commercial, tax, accounting, legal, and risk fundamentals that must hold beneath the capital stack.
Understand Where Deals Stall
Trace the path from pursuit to term sheet to close, including the friction that can delay or stop an otherwise viable transaction.
Build the Right Relationships
Build direct relationships across sponsors, capital providers, legal counsel, insurers, and accounting, tax, and diligence advisors.
The Value
A focused environment for better information, stronger relationships, and more confident decisions across clean-energy finance.
Clean Energy Finance Forum
Accelerate Capital. Power the Future.
Join the investors, lenders, developers, insurers, advisors and infrastructure leaders shaping how capital moves into the energy projects powering the future.
Clean Energy Finance Forum · New York City
Presented by CEART Corp
06 Contact
Connect with the Clean Energy Finance Forum.
Connect with the Forum team regarding attendance, strategic partnerships, program participation, media and other Forum inquiries.
Tuesday, September 22, 2026 · New York City
su*****@***rt.io