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Presented by Leo Berwick

We are excited to invite you to attend the Infrastructure & Energy Tax Leader Share Forum in New York City on Wednesday, July 15, 2026.

This event offers a unique opportunity to connect with fellow tax leaders, industry professionals, and Leo Berwick specialists while exchanging valuable insights on the latest trends shaping infrastructure and energy transactions.

Join us for a full day of interactive discussions focused on underwriting considerations, tax structuring, value optimization strategies, risk mitigation, and post-close planning. Industry experts will share practical perspectives and technical insights across a range of topics impacting today’s transaction environment, while attendees will also have the opportunity to network and engage with peers across the sector.

Event agenda 

8:30-9:00 Registration and Breakfast

9-10:00 Infrastructure & Energy Tax Market Update

10:00-11:00 Structuring Infrastructure Investments: Where Complexity Creates Pricing Risks and Opportunities

11:00-11:15 BREAK

11:15-12:15 Where Value Leaks: Tax Risk and Execution in Lock-Box Deals

12:15-1:15 LUNCH

1:15-2:15 Fund & Portfolio Optimization: Unlocking Value After Close

2:15-3:00 Tech enablement – introduction to Leo Berwick AI and related tools

3:00-3:15 BREAK

3:15-4:00 Closed session peer exchange for attendees

Don’t miss this exclusive event. Space is limited. Please register by completing the form on this page in order secure your spot.

We are excited to see you!

Venue

New York Athletic Club – 180 Central Park S, New York, NY 10019

Date & Time

Wednesday, July 15, 2026

8:30 am – 4:00 PM ET