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Financing the Need for Speed: Who’s Shaping the Capital Stack at the 2026 ACORE Finance Forum

April 20, 2026

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The 2026 ACORE Finance Forum will convene the investors, lenders, and sponsors structuring the response to rapidly growing electricity demand. More than 40 senior dealmakers will take the stage in New York City to discuss how capital is actually moving in the clean energy sector—and where it’s getting stuck.  

Let’s check out two panels focused on capital flows in 2026. 

The 2026 Capital Stack: Market Liquidity in a Shifting Landscape 

This panel brings together leading voices from across capital providers to assess where liquidity is deepening—and where it is becoming more selective. Panelists include: 

• Anand Dandapani, Executive Director, JP Morgan 

• Jim Alderson-Smiith, Managing Director and Head of Industry Coverage, Crux  

• Kit Hazel, Managing Director, Raymond James 

• Elizabeth Crouse, Partner, Holland & Knight 

We expect a candid discussion touching on several areas of interest for clean energy investors: 

• The complexities of monetizing credits under the new FEOC rules   

• The latest trends in tax equity and transferability markets  

• How bridge loans and preferred equity are being deployed to meet tightening construction deadlines 

• Strategies to manage shifting risk profiles.  

Project Sponsor Perspectives on the Evolving Capital Stack

After the last panel defines the supply of capital, this conversation reflects how project sponsors are adapting to secure it. We’ll hear from: 

• Malte Kuss, Chief Financial Officer, REWE Americas 

• Meghan Schultz, Executive Vice President & Chief Financial Officer, Invenergy  

• Kevin Smith, CEO, Cypress Creek Renewables 

Sponsors will speak directly to how risk has shifted, and how that is reshaping financing strategies–touching on some key themes for our audience: 

• Managing regulatory uncertainty and evolving policy signals 

• Accessing capital for non-traditional and behind-the-meter projects 

• Addressing supply chain pressure and cost variability 

• Structuring around tightening tax credit requirements 

More importantly, the panel moves into execution: how sponsors are sourcing capital, and reassessing deal structures to maintain momentum in a more complex environment. 

Where the Market Is Heading 

The capital stack is becoming more dynamic, with new entrants, new instruments, and new expectations shaping how deals come together. 

The best place to learn about what’s next is the ACORE Finance Forum, where experts will discuss these topics and more during two days of learning, networking, and dealmaking. Register now to join us in New York! 

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