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Finance Series Event #2:

“Understanding the Structure of Your Deal” 

Date: October 27, 2010 

Time: 8:00-8:30am – Breakfast and Networking         

8:30-10:00am – Panel Discussion

Location: Goodwin Procter Conference Center, 53 State Street, Boston, MA 02109 

The ownership structure of clean energy projects involve tax, legal, and due diligence considerations. Is it better to structure your project as a partnership, lease, or sale or to seek VC financing?  Please join us as experts discuss the various components that a project manager should consider when structuring a new deal. 

Panelists include:

Dan Kabat, Partner, Transaction Services, PricewaterhouseCoopers LLP  
 
Dan is a Partner in the Boston based Transaction Services practice and has been with PwC for over twenty five years. For the past twelve years, Dan has been a Partner specializing in transactions involving the technology, entertainment, media, and communication industries. As such, he has extensive financial and accounting experience focused on helping financial and strategic buyers evaluate and execute successful transactions both on the "buy and sell" side. Dan’s has relevant experience in transactions involving software and technology companies, content providers, cable, broadcasting, newspapers and magazines, and telecommunications.  
 
 
Kathy White, Director, Tax, PricewaterhouseCoopers LLP  
 
Kathy is a Director in the PwC Tax practice. She works primarily with companies in the renewable energy, technology and financial services sectors.  Her experience in the renewable energy sector includes work on tax credits and grant-in-lieu of credits under the 2009 ARRA.  During her career she primarily focused on U.S. corporate tax issues with additional experience in international matters, tax accounting, transactional issues, accounting methods and audit defense.  

R.J. Lyman, Partner, Goodwin Procter

R. J. Lyman is a partner at Goodwin Procter. He represents clients in all aspects of commercial real estate and renewable energy project development, including site acquisition, project permitting, debt and equity financing, and property disposition. Mr. Lyman began his career as a project manager at a consulting engineering firm representing independent power producers and other energy and commercial developers.  He has also served as a government policy maker, as Massachusetts Assistant Environmental Secretary. Mr. Lyman earned his B.A. from Harvard University and his J.D. from Vermont Law School.

Eric S. Graber-Lopez, Director, Renewable Energy, BlueWave Capital LLC

As Director of BlueWave's renewable energy practice Mr. Graber-Lopez is deeply involved in the management of BlueWave Strategies and BlueWave Capital's renewable energy activities. He also serves as a Principal with HeliaVentures a project development venture partnering with BlueWave on numerous renewable energy projects, with a particular focus on solar photovoltaic. Mr. Graber-Lopez advises early stage clean energy companies and entrepreneurs in the areas of finance, strategy, due diligence and market analysis. Prior to joining BlueWave Mr. Graber-Lopez served as Vice President and Senior Equity Analyst on the Specialty Equity Growth Team at Putnam Investments. He was a member of a team that managed $8 billion in U.S. mid- and large-cap growth equity portfolios. Mr. Graber-Lopez key areas of focus have been the Energy, Alternative Energy, Materials, and Utilities sectors. He was responsible for the team's investments in those sectors both within the public and private markets. Previously, Mr. Graber-Lopez was Senior Equity Analyst within Putnam's Global Equity Research Group and was a member of the Natural Resources and Utilities fund teams. Mr. Graber-Lopez, joined Putnam in 2002, and has been in the investment industry for over 15 years. During his years on Wall Street, Mr. Graber-Lopez focused on the Energy and Utilities industries working both as an advisor on investment banking transactions and a research analyst. During his years on the sell-side as an investment analyst, Mr. Graber-Lopez was ranked as being among the top analysts in his areas of focus by several leading industry surveys. Mr. Graber-Lopez has extensive experience in firm valuation, project development and financing, mergers & acquisitions advisory, private equity transactions, and portfolio management. Mr. Graber-Lopez has a Bachelor of Arts in History and Economics from Hampshire College and an M.B.A. from the Massachusetts Institute of Technology's Sloan School of Management.