Thomas leads the strategy and operations. CleanCapital was born out of the inefficiencies that Thom witnessed while spending his career in clean energy finance. Prior to CleanCapital, Thom was a Partner and General Counsel at True Green Capital, a private equity firm focused on distributed solar investments. He has led landmark financings on projects to include NRG’s California Valley Solar Ranch, Caithness’ Shephards Flat Wind Project, and Terra Gen’s Alta Wind Energy Center.
Jeffrey Cianci has 30 years of Wall Street experience, ranging from stock and market research to institutional sales, advisory, and investment banking. Mr. Cianci has worked with companies across an array of industries including materials, chemicals, industrials, energy, agriculture, technology, biotech and clean-tech. For both public and privately-held companies he provides advisory, research and investment banking services, and offers and extensive research and knowledge network. In addition to working in Investment Banking with 41-North Partners, Jeffnci also served as Chief Investment Strategist at Fusion Investment Partners since 2012. He has also managed a private equity fund in clean technology. In his equity research career, Mr. Cianci was a partner at Bear Stearns and ran a stock research group at UBS. He was repeatedly ranked as a top analyst by Institutional Investor magazine. Jeff serves on corporate and non-profit boards, and holds an MBA in Finance from Columbia University and an MS from the University of Miami
Matt serves as Director of Global Green's NY Office and Coalition or Resource Recovery. Matt works to develop and implement waste diversion pilot programs with partner organizations. Prior to joining Global Green, Matt worked as a project developer and manager to implement recycling projects for industrial companies, and conducted New York State Energy Research and Development Authority (NYSERDA) funded feasibility studies for biomass, composting, and solar technologies. He holds a Master of Science in Environmental Management and Policy from the International Institute for Industrial Environmental Economics (IIIEE) at Lund University, Sweden, and a dual BA in Economics and Environmental Studies from Emory University.
Stephen founded Greenpoint Innovations (GPI) in 2014 with nearly 15 years of experience working within the contexts of environmental, social and governance (ESG) sustainability. At GPI, he oversees the company’s management and leads its vision, partner development, and sourcing and implementation of projects. In addition, he is Senior Advisor to Forest Trends’ Supply Change Initiative, is an educator with Arizona State University, Boston College Center for Corporate Citizenship, and ISOS Group, and is a member of various working groups and steering committees, including the UN Environment’s Finance Initiative. Previously, Stephen was Vice President of CDP North America (Carbon Disclosure Project) and Economist at the Chicago Climate Exchange (CCX).
Peter C. Fusaro is Chairman of Global Change Associates in New York and is the best selling author of What Went Wrong at Enron. His three most recent books have been Cut Carbon, Grow Profits, Energy & Emissions: Collision or Convergence and Energy & Environmental Hedge Funds: The New Investment Paradigm. Peter is an energy industry thought leader noted for his keen insights in emerging energy and environmental financial markets. He has been on the forefront of energy and environmental change for over 30 years focusing on. oil, gas, power, coal, emissions, carbon trading and renewable energy markets. Peter is currently advising in the clean energy technology arena. Peter was recently selected for Who's Who in America. He coined the term "Green Trading" and holds the Wall Street Green Trading Summit with Reuters in New York each spring. He is also a well known expert on Asia Pacific energy and environmental markets. He co-founded the Energy Hedge Fund Center LLC (www.energyhedgefunds.com) in 2004 which he sold in 2011. Peter graduated with an MA in international relations from Tufts University and a BA from Carnegie-Mellon University.
Jason Green is CEO + cofounder at Edenworks, a Brooklyn-based indoor agriculture company growing leafy greens and fish in symbiotic ecosystems. Jason has spent his career at the nexus of hardware, software, and biology. Prior to Edenworks, Jason developed virtual reality-based neurorehabilitation technologies and served as a Howard Hughes Medical Institute Research Fellow.
Tim is currently Assistant Director, NYS Cleantech Exchange at Columbia Technology Ventures, where he is designing and implementing a program to match business talent with cleantech startups in the State of New York.
For over 20 years Tim has provided strategic and M&A advisory, capital raising, and financial modeling services for large corporations, family-run firms, renewable energy developers, middle market companies and early stage enterprises. Most recently Tim has served as Managing Director with Watts Capital, LLC (now Karbone, Inc.), a FINRA and SIPC member broker-dealer. He also performs services as an Entrepreneur in Residence for NYSERDA and serves as NYC Metro Director of the Cleantech Open Northeast, Board member of the NECECi and Advisory Board Chairman for the Global Sourcing Council.
Previously, Tim served as Co-Chairman of the Cleantech Open Board and was a Managing Director with Scott-Macon, Ltd. and Natixis Bleichroeder, Inc. Tim is a graduate of Indiana University, where he earned two B.A. degrees and spent one year studying at Universität Hamburg. He later earned an M.A.E. with a concentration in Finance from the University of Michigan. Tim is fluent in German and proficient in Japanese and holds Series 7, 79 and 63 securities licenses.
Jack Jacobs, Esq. is the founder and managing partner of Cleantech Law Partners (www.cleantechlaw.com), a full- service law firm that caters to the renewable energy industry. Before founding Cleantech Law Partners, Jack held a variety of legal, policy and business positions in the U.S. and abroad, including: an environmental law firm near Boston, a cleantech venture capital fund in Jerusalem, the Israel Ministry of Environmental
Protection, and the United Nations Environment Program in Geneva. Jack also taught a graduate-level course in comparative environmental law at the Arava Institute for Environmental Studies. He holds an LL.M. degree in environmental law & natural resources from the Northwestern School of Law at Lewis & Clark College, a J.D. degree with a concentration in environmental law from Vermont Law School, and aB.A. degree in environmental analysis & planning from Frostburg State University. Jack is a member of the Massachusetts bar.
Charlotte Kim is a partner in the New York office of Wilson Sonsini Goodrich & Rosati (WSGR). Her practice focuses on global corporate finance with particular expertise in the energy, healthcare, life sciences and technology sectors. Charlotte has structured, negotiated, and closed more than 140 transactions with a total value exceeding $20 billion.
Charlotte has extensive experience advising public and private companies, private equity funds, venture capital funds, financial institutions, institutional investors, developers and multilateral agencies on capital structures and financing needs throughout the life cycle of an enterprise or project, from start-up and construction through development, operations, acquisitions, joint ventures, restructurings and investments.
Charlotte's transactional experience includes energy efficiency finance; renewable/clean energy development and financing; energy savings agreements (ESAs); PACE financing; project finance; securitizations; buyout and acquisition finance; private placements and debt securities offerings; lease financings; related derivative transactions; joint ventures and other equity investments; and restructuring transactions, both in and out of bankruptcy. In addition, she has completed numerous cross-border transactions and investments involving the U.S., Europe, Asia and Latin America.
Charlotte's long-standing interest in clean energy began during her tenure as a Fulbright Scholar at the Centre for European Policy Studies in Brussels, Belgium in 1991. She was a consultant to the UN Climate Change Secretariat during the Kyoto Protocol negotiations and several other UN Climate Change Convention negotiations. Charlotte co-authored with Professor Abram Chayes an article on China's role in these negotiations, "China and the UN Framework Convention on Climate Change," Energizing China, distributed by Harvard University Press. In May 2012, Charlotte co-authored and was the main architect of a WSGR white paper, "Innovations and Opportunities in Energy Efficiency Finance".
J.D., Harvard Law School, 1995
A.B., Social Studies, Harvard University, 1991 Magna Cum Laude; Recipient, Harvard Scholarship for Academic Achievement; Senior Staff Writer, Harvard International Review; Recipient of a Thomas T. Hoopes Prize, given for outstanding theses
ASSOCIATIONS AND MEMBERSHIPS:
Chairperson and Board Director, Asia-America Chamber of Commerce
Fellow, American Bar Foundation
Founding Director, New England Women in Energy & the Environment, 2009-2012
President, Asian American Lawyers Association of Massachusetts (2008-2010)
Member, International Law Committee (2000-2003) and Council on International Affairs (2004-2007), New York City Bar Association
Co-chair, National Committee on Sustainability and Climate Change, National Asian Pacific American Bar Association (NAPABA)
Recognized in the 2008, 2009, and 2010 editions of Chambers USA: American's Leading Lawyers for Business in the Banking and Finance category
Named a "Best Lawyer under 40" by the National Asian Pacific American Bar Association in 2009
Co-author, "Innovations and Opportunities in Energy Efficiency Finance", Wilson Sonsini Goodrich & Rosati white paper, May 2012
Co-author, "The Changing Landscape for Credit Rating Agencies," Law360, February 3, 2010
Co-author with A. Chayes, "China and the UN Framework Convention on Climate Change," Energizing China, Harvard University Press, 1998
SELECT SPEAKING ENGAGEMENTS:
"Scaling Up and Crossing the Second Valley of Death as Your Company Commercializes," MIT Clean Energy Prize/WSGR Energy and Clean Tech Entrepreneurs Bootcamp, Cambridge, Massachusetts, March 2012
Program Chair and Moderator, "Sustainability, Scalability, Profitability: Primer on Renewable Energy Transactions," National NAPABA Convention, Atlanta, Georgia, November 2011
"Legal Issues in Biotech," presentation to Chinese American Biomedical Association, Boston, Massachusetts, June 2010
Moderator, "A Conversation with General Counsels - Best Practices on How to Attract and Retain Diverse Legal Talent," National Asian Pacific American Bar Association Convention, Boston, Massachusetts, November 2009
Panelist, "Financing Energy and Brownfield Projects," New England Women in Energy and the Environment, Cambridge, Massachusetts, January 2009
State Bar of Massachusetts
State Bar of New York
Philippe Lacamp was appointed Senior Vice President, Americas in 2015. He oversees all facets of operations and commercial activities in the Americas, and has been instrumental in leading Cathay Pacific’s CSR and sustainability initiatives in North America. Prior, he spent five years as Head of Sustainable Development for Swire Pacific and John Swire & Sons, covering a range of industries including aviation, shipping and marine services, property development, beverages and agri-business. In that role, he established an investment unit investing in bio-tech companies and also ran Swire Waste Management Ltd, a joint venture operating company within the Swire group.Prior to Swire Pacific, Philippe worked extensively within the Cathay Pacific Airways Group and has held a wide range of positions within the Swire group. As general manager Corporate Risk Management, he was responsible for the development and implementation of a corporate risk management structure for the airline, covering legal, compliance, risk and insurance. During his time in the International Affairs department, he assisted with the negotiations of air services agreements and other industry regulatory issues.Philippe has also held a number of overseas management positions within Cathay Pacific, including Country Manager of Sri Lanka & Maldives, and France, Spain & Portugal, as well as Vice President Canada, overseeing all Cathay Pacific business and operations in Vancouver and Toronto. Born and educated in the United Kingdom, Philippe graduated from Durham University. He is married with two children.
President and CEO, Clean Air Group, Inc.
Steve Levine is the founder and President/CEO of Clean Air Group, Inc. of Fairfield, CT, a company he founded in 2004 dedicated to providing cleaner, healthier air to indoor spaces. Under Steve’s leadership, Clean Air Group has created a stable of innovative, proprietary indoor environmental technologies designed to significantly improve the quality of a wide range of indoor building environments. Steve positioned the company to focus on situations where the well-being of people is improved and sustained even in difficult indoor surroundings. Clean Air Group’s brands include the AtmosAir Solutions line of air purification products for commercial and residential use. CAG has expanded its reach with the opening of offices in Hong Kong and Shanghai.
Mr. Levine brings over 30 years of experience in building and leading companies. Prior to Clean Air Group, he was President and Chief Executive Officer of Protective Alarms, the largest independent security company in Connecticut.
As a business leader, Mr. Levine actively supports the industries in which his companies operate. Today, he represents the indoor air quality industry as industry liaison in his Board position with the National Green Energy Council. He is also very involved with both industry groups ASHRAE and the US Green Building Council.
In addition to his business involvement, Mr. Levine uses his personal time to support others in need. He has served as Founder and Chairman of the Pro Sports Challenge for over twenty years. The Pro Sports Challenge is a fundraising event that has raised over $1M to support the quality of life of developmentally disabled adults living at the Lower Fairfield Center, a state-run group home in Norwalk, CT.
With nearly 20 years of talent acquisition experience William Liuzza has a track record as one of the most successful and effective recruiters in the renewable energy sector. William began his recruiting career in 1994 while serving in the U.S. Marine Corps, and later joined J. Patrick & Associates in New York as a Managing Partner. For over a decade, he led J. Patrick & Associates’ domestic and international business within the information security and wireless business units through business development, account management, and executive recruitment.
William founded EnergeiaWorks in 2010 to meet the growing demand for highly-specialized experts in the fast growing clean tech and renewable energy markets. William built EnergeiaWorks from its conception into a profitable, brand-recognized company with multiple triple-digit growth years and over 100 industry-leading customers. As CEO, William is responsible for global business development, account management, and marketing for EnergeiaWorks. He manages and mentors a team of researchers and recruiters focused on job placement in clean technology. He is recognized as an industry expert on hiring trends within clean energy and an accomplished author and public speaker on the topic.
Through EnergeiaWorks, William also manages "Renewables UnWind" - a North American networking association for the renewable energy industry. These monthly events have hosted thousands of professionals in New York City, as well in Toronto, Las Vegas, Calgary, and San Francisco. William holds a Bachelor of Science degree in forensic psychology from John Jay College, City University of New York.
Director, Stakeholder and Community Relations Office
David Manning was named Director of Brookhaven National Laboratory's Stakeholder and Community Relations Office in January, 2015. Manning’s responsibilities include developing, implementing, and assessing strategic internal and external communications plans and programs to advance the scientific mission and priority programs and initiatives of the Lab; developing and implementing government and stakeholder relations programs to help increase support for the Lab's programs and priority projects; and overseeing science education and workforce development programs to fulfill the Lab's and U.S. Department of Energy's education and diversity goals.
Manning has worked in both government and the private sector, including serving as the Deputy Minister of Energy for Alberta, Canada, President of the Canadian Association of Petroleum Producers ( CAPP) and EVP, Corporate Affairs / Chief Environmental Officer for KeySpan/National Grid. Most recently, he served as the U.S. representative for the Premier of Alberta, deeply involved in energy issues.
Manning earned a B.A. and L.L.B. in law from the University of Alberta, and did post-graduate work in international law at the Australian National University.
Jack Mosel holds a BS in Earth System Science and a MAT in Earth System Science / Secondary Education with accompanying NYS Secondary Teaching certification’s through SUNY. He is a former High School Earth System’s Science and Living Environment, Biology certified NYS Teacher of 10 years. Upon retiring from Public Education several years ago, Mr. Mosel laterally moved into the commercial Solar Power and Alternative Energy marketplace.
Prior to teaching our next generation investors about the Earth, the Living Environment and the operations of the Universe, Mr. Mosel coinvented a process from the past 30 years, a natural process to restore lakes (successfully reversing eutrophication). His work and ongoing contribution’s as Senior Lake Restoration Consultant can be seen at www.lake-savers.com. His life’s work has involved water, sustainable renewable energy and the exploration of the science and structure of water.
A culmination of all these efforts have brought Mr. Mosel to be at the threshold presently as a pioneer with employing Hydrogen (a component of Water) to be employed as both an energy storage technology and as a Carbon-Free inexhaustible fuel for transportation, prime power as well as heating and cooling of commercial facilities.
Turn-Key renewable energy project development providing MW Class drop-in / value-adding technology to address renewable energy storage and to provide what Mr. Mosel refers to as “Grid-Agnostic” prime power generation. This is achieved through On-Site Green Hydrogen production via carbon-free renewable energy technology integration.
Photovoltaic (Solar), Wind, Geothermal or Hydro Power renewable energy resources facilitate the energy required to create MW Scale power (Off-Site / Remotely) for bulk transport logistics and/or energy storage fuel delivery from Green Hydrogen Gas produced. “Power to Gas and Gas to Power” is what H2 Development Corporation provides. Mr. Mosel’s company H2 Development Corp., LLC. can provide for HVAC and Micro-Turbine power generation technologies which when fueled with Green Hydrogen and Oxygen, provides for heating and cooling as well as powering commercial facilities with as high as 88% round trip energy efficiencies.
“Green H2 is a BATTERY. It's the most ideal battery through our integrated process. Green Hydrogen is also a high-density energy carrier. We provide a “virtual Pipeline” to deliver 99.9999% Fuel Cell Grade Hydrogen to off-taker’s, such as H2 Refueling station’s or to H2 fueled MW Class Stationary Internal Combustion Engine's or HVAC & Micro-Turbine Energy generators via “Dynamic Combustion Chamber” (DCC) technology.
Micro-Grid, Grid-Tied and off-Grid (Grid-Agnostic) disaster-proof project applications are all possibilities. Locally secure and sustainable energy supplies are available from 200kW through 500 MW power all available as Carbon-Free energy and all from locally produced safe and clean Hydrogen fuel .
New revenue models for stranded energy from spinning reserve and throttled PPA’s or addressing Intermittent energy production had from renewables, are benefited from H2 Development Corporation through a unique and integrated approach with proprietary all-inclusive / in-house technology. The opportunities are as inexhaustible as the renewable energy and the water supply will permit.”
H2 Development Corporation can provide a Secure Energy Supply for the U.S.A. H2 Development Corporation will also provide for a robust local economy and contribute toward a U.S. Nationally connected Green Hydrogen (decentralized) infrastructure.
Sidney N. Nakahodo is a leading authority in space entrepreneurship, and co-founder and CEO of the New York Space Alliance, a platform that empowers space entrepreneurs through mentorship, advising, investment, and community support. In parallel to his commercial space and entrepreneurial activities, he has been active in the academic setting as a visiting scholar and member of the Columbia University faculty. He is a former fellow of Singularity University, a think-tank and accelerator based at the NASA Ames Research Park, in Silicon Valley. Previously he served as a member of the World Bank staff in Washington DC, working with private sector development and carbon finance initiatives, consulted for the United Nations Development Programme (UNDP), and was a senior researcher in a major think-tank in Brazil, where he was born and raised. He started his career as an engineer in the advanced materials division of a multinational corporation. Sidney holds an MIA from Columbia University’s School of International and Public Affairs (SIPA) and a B. Eng. in Materials Engineering from the University of Sao Paulo (Brazil). He is also a graduate of Singularity University’s Global Solutions Program, which he attended on a Google-sponsored scholarship, and the Kiel Institute’s Advanced Studies Program in International Economic Policy (Germany). Sidney speaks Portuguese and Spanish, is conversant in French and Italian, and can embarrass himself in German
Les is the Managing Director of iCANny, a not for profit New York State Certified Business Incubator and he also serves as the Chief Executive Officer of privately held iCAN-Global LLC, (International Cleantech Acceleration Network). Each entity specializes in the accelerated commercialization of innovative cleantech and energy technologies based in New York’s Hudson Valley. As a lifelong entrepreneur and innovator, Les is leading these initiatives which are altering the paradigm of traditional, geographically restricted incubation and acceleration.
iCAN-Global LLC is a socially networked organization that has a recruited a global cadre of experienced business executives, professionals, technologists and service providers in a variety of technical and business disciplines. Our mission is to facilitate the licensing of cleantech and energy innovations worldwide stimulating local investment, economic development and job creation.
Les is a co-founder of iCLEAN, a NYSERDA supported energy and cleantech incubation partnership between iCANny and the College of Nanoscale Science & Engineering. His energy and cleantech incubator is also engaged with the formation of new cleantech incubators in Newburgh New York (as a component of a StartUpNY initiative with Mount Saint Mary College)incubator; the BioInc incubator in a collaborative partnership with New York Medical College in Valhalla, New York; and the clean energy center in Mount Vernon, New York.
A lifelong entrepreneur, Les has managed privately and publicly held companies, structured numerous financings, formed strategic partnerships and turnarounds. An experienced executive, Les serves on numerous Boards as well as an Advisor for academic institutions. Les is a sought after speaker for domestic and international conferences on emerging cleantech innovations, entrepreneurship and twenty first century incubation methodologies.
Bill is a Portfolio Manager on the Essex Global Environmental Opportunities Strategy (GEOS). Bill directs environmental investment policy and research for Essex, and is on the Investment and Proxy Voting Committees. Prior to joining Essex in 2009, he spent eleven years at State Street Global Advisors (SSgA), most recently as Lead Portfolio Manager for GEOS and Head of the Environmental, Social and Governance (ESG) investment team. Bill developed GEOS over a four year period at SSgA, and was a member of the Global Fundamental Strategies group. Prior to SSgA, Bill worked in product management for Wellington Management Company, LLC. Before Wellington, he worked for Fidelity Investments in asset allocation. Bill has lectured extensively on environmental investing at global investment conferences and academic institutions. During business school, Bill worked on socially responsible investment research at KLD Research & Analytics. Bill is on the Advisory Board of the Journal of Environmental Investment, a peer-reviewed, open-access journal that publishes original research at the intersection of the environment and investing. He earned a Bachelors degree in Economics from Boston University and an MBA from the F.W. Olin School of Business at Babson College.
Delilah Rothenberg is an ESG and impact specialist with over 12 years of experience in financial services and over 8 years focused on developing countries, including application of the Equator Principles and IFC Performance Standards. At Pegasus, Delilah provides advisory services focused on integration of ESG best practices into the investment process, impact strategy, and supports investor relations initiatives. Delilah has worked with firms in the following sectors: private equity, banking, palm oil and agribusiness, infrastructure and real assets, personal care, food and beverage, and education. Companies include Impala Energy, Citigroup, PepsiCo, Tiossan, Zephyr Management, Herakles Capital, Black Rhino, and the African School of Economics, to name a few. She has been an active contributor to USAID’s initiatives related to responsible land-based investments in developing countries, as well as Bpeace, a non-profit focused on small-and-medium-sized enterprise development in conflict-affected countries. She is a Board Member of Invest Africa US, a member of the UN Principles for Responsible Investing (PRI) Supply Chains Working Group, the Global Impact Investing Network (GIIN) Holding Company Working Group, and serves on Pegasus’ ESG Working Group and Sustainability Committee. Delilah’s past experience includes institutional equities at Bear, Stearns & Co and investment research with Gerson Lehrman Group (GLG).
Donna Sanders is a United States Marine Corps veteran who served as a Captain in the Financial Management & Nuclear Biological & Chemical Warfare specialties. She earned the National Defense Service Medal, Navy Commendation Medal, Meritorious Unit Citation, and Certificate of Commendation before separating the service. She is a previous Territory Manager with Johnson & Johnson and a Pharmaceutical Sales Representative with Pfizer. Donna has a passion for service. She co-founded an award-winning home for physically, emotionally, educationally, and sexually abused and neglected children. She is a certified Energy Auditor with the Association of Energy Engineers and a 2016 Environmental Defense Fund Climate Corp Fellow. She has worked on sustainability projects in China, Hong Kong, and the USA. Donna is an inductee in Pi Sigma Alpha, the national honor society for political science. In 2017, she earned an M.B.A. from three prestigious business schools including London, Hong Kong, and Columbia Business Schools.
Mr. Saxton is a Founding Partner of Terra Group Holdings; a Partner and Director of LSX Exchange, www.lsxexchange.com, a disruptive, next generation, digital currency based electronic trading exchange that encompasses cryptographically secure trading, settlement and ledger services; and the Co-Founder and CEO of Terra Global Solutions, www.terrags.com, a highly specialized design, development and integration firm that is dedicated to harnessing the latest technologies to create extraordinary expeditionary solutions for exploration, education, conservation and research where all projects are evaluated with an eye to the dissemination of knowledge that inspires the preservation of the natural world.
Previously, Mr. Saxton was the Managing Partner of a private investment partnership, Terra Firma Capital Group, as well as the CEO of FTL Solar, a leading provider of solar integrated fabrics and structures.
Prior to that, Mr. Saxton served as a Portfolio Manager for a multi-strategy hedge fund, where he was responsible for research and investment allocation, including the identification, purchase, management and resale of real estate investment properties. He was also an Assistant Portfolio Manager with Birinyi Associates, Inc., www.birinyi.com, a money management and research firm based in Westport, CT where he played a key role in managing $1.4+ billion in assets using money flow and technical analysis as a lead investment indicator.
Mr. Saxton is an active member of the Explorers Club, www.explorers.org, an international, multidisciplinary, professional organizations dedicated to the advancement of field research and scientific exploration; a member of the National Arts Club, an organization founded in 1898 for the purpose of furthering art and artists in America by fostering educational programs; and a member of the Board of Advisors for the Berkshire School, www.berkshireschool.org, a private secondary school in Sheffield, Massachusetts. Mr. Saxton has spent a significant amount of time working internationally on a multitude of conservation and expeditionary related projects, and he is an avid outdoorsman with a passion for mountaineering, sailing, skiing and horseback riding.
Mr. Saxton holds an A.B. in International Relations and Spanish from Boston University.
Julie Shafer is Head of Strategic Philanthropy and Purpose Investing for Family Wealth Advisors, the ultra high net worth division of Bank of the West Wealth Management. She helps personalize giving strategies for families and individuals through the exploration of giving goals and motivations and creates customized strategies that are effective and measurable to allow not-for-profits to quickly develop a model of sustainability and impact.
Ms. Shafer has more than 20 years of experience working with philanthropists, foundations, not-for-profits and corporations both nationally and globally. Prior to joining Bank of the West, she led a highly successful Strategic Philanthropy Consulting firm which specialized in efficient, thoughtful and effective strategic planning for donors and grantees. She previously served in several senior not-for-profit executive positions including Director of Development at the Institute for Neurodegenerative Diseases UCSF and as Executive Director of the Silver Giving Foundation.
She holds a B.A. from the University of California and a MFCC from University of San Francisco
Daniel A. Spitzer:
Mr. Spitzer concentrates his practice on a variety of issues involving environmental law, renewable energy, power generation, sustainable development, land use law, and municipal law. His practice involves numerous renewable energy projects, including representing municipalities, developers, land owners, and financing entities. His work, from project inception through successful litigation, includes some of the largest wind farms in the United States, and he has also worked on fossil fuel, landfill, gas-to-energy, biomass, and solar projects. He successfully represented a municipality in a case of first impression on a municipality's right to regulate power generating facilities based on greenhouse gas emissions. A primary part of Mr. Spitzer's work focuses on NEPA and SEQRA review and compliance with federal environmental statutes. His work includes environmental assessments for large-scale industrial, commercial, telecommunications and energy projects. He counsels agencies and private clients on compliance with historic preservation laws, the Clean Water Act, the Clean Air Act, and other federal and state environmental statutes and regulations. Mr. Spitzer is a frequent speaker and author on renewable energy, land use and zoning, and municipal law. He drafted the inaugural chapters on Green Buildings and Sustainable Design, and on Municipal Annexation for the fourth edition of New York Zoning Law and Practice, published by West in 2009; authored "State Tax Laws Give Certainty," North American Windpower, May 2010, and "Examining NYPA's Project Rules," North American Windpower, June 2009; and co-authored "Debate Over Federal vs. State Regulation of Fracing Heats Up," The Pipeline, Fall 2013; and "A Guide to Regulating Big Box Stores, Franchise Architecture, and Formula Businesses," New York Zoning Law and Practice Report, 2007. He is listed in Buffalo Business First's Who's Who in Law (Energy) and 2012 and 2013 Upstate New York Super Lawyers. He earned his J.D., magna cum laude, from SUNY Buffalo Law School, where he served as editor-in chief of the Buffalo Law Review.
Kristen B. Sullivan is a partner and leads Deloitte & Touche LLP and Deloitte Touche Tohmatsu Limited’s (DTTL) Sustainability Risk Advisory and Assurance services, working with clients to help address their sustainability disclosure needs. Kristen also serves as the DTTL Americas Region Sustainability Services Leader. Kristen brings extensive experience in sustainability risk assessment, reporting and assurance.
Kristen also leads Deloitte’s Supply Chain Social Compliance services with a particular focus on Conflict Minerals advisory and assurance and anti-human trafficking compliance. She brings specialized insights to these regulatory reporting requirements from her previous area of focus on Regulatory & Public Policy Matters for Deloitte, recognizing the broader policy as well as the compliance implications of environmental and social issues to corporate brand and reputation.
Kristen serves as a member of the Global Reporting Initiative (GRI) North America Advisory Council, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as Chair of the AICPA Sustainability Task Force and member of the AICPA Materiality Task Force. She also served on the International Integrated Reporting Council (IIRC) Working Group. Kristen has authored a number of publications around the value of sustainability and non-financial disclosure and assurance, including conflict minerals and anti-human trafficking disclosure.
Kristen has over 20 years of experience with Deloitte. Kristen is a CPA (CT, MO), CGMA and is GRI certified. She began her career with Deloitte in the Audit and Advisory services practice. She has also served in Deloitte’s National Office in several different capacities and served in a role working with the deputy CEO of Deloitte LLP focusing on regulatory and public policy matters.
Kristen serves as a member of the Eureka College Board of Trustees, the Global Social Venture Competition Advisory Board of the UC Berkeley’s Haas School of Business, the Financial Women’s Association and the Junior League of Stamford-Norwalk.
Gabriel Thoumi, Director, Capital Markets Research, Climate Advisers
Gabriel Thoumi, CFA, FRM is a senior banking and investment research professional with 15 years-experience on Wall Street managing and supporting numerous global climate finance initiatives. At Climate Advisers, he managers Chain Reaction Research – a globally leading sustainability-based commodities risk analytics toolkit. He has worked in equity, fixed income, and indices portfolio management; ESG analysis; commodities and supply chain analysis; fintech and blockchain; carbon markets; and natural capital. He is an expert in C-Suite engagement having worked with 100s of business leaders globally. He is one of the few trained finance and natural resource science professionals who works on Wall Street.
Barry K. Worthington is the executive director of the United States Energy Association (USEA), the U.S member of the World Energy Council, the energy body of the United Nations.
USEA also serves as a bipartisan advisory organization that represents 150 members across the U.S. energy sector from the largest Fortune 500 companies to small energy consulting firms.
In his role, Mr. Worthington represents the broad interests of the U.S. energy industry and meets with domestic and international energy leaders to advance information and unearth partnerships to develop energy infrastructure projects across the world.
USEA’s team of international energy specialists work with the U.S. federal government, energy companies and energy ministers to build out energy infrastructure in developing countries.
Mr. Worthington and his team have developed thousands of energy projects globally, from geothermal drilling operations in sub Saharan Africa to smart grid electricity projects in central Europe.
Mr. Worthington chairs the Clean Electricity Production working group within the UNECE Commission on Sustainable Energy. At a recent meeting in Geneva, Switzerland, he discussed how to advance carbon capture and sequestration demonstration plants as a means to help immediately reduce carbon emissions from power plants.
This fall, Worthington spoke to the International Oil Shale Symposium in Tallin, Estonia about the opportunities and challenges to oil shale drilling.
Mr. Worthington has served as executive director of USEA since September 1988. Before that, he was vice president of the Thomas Alva Edison Foundation; prior to that he served in several capacities with Houston Lighting & Power, now known as CenterPoint Energy.
Mr. Worthington holds a bachelor of science degree in man & environmental relations from the Pennsylvania State University and a master of science degree in studies of the future program from the University of Houston.
Mr. Worthington writes and speaks extensively on energy and environmental matters, and he sits on a number of energy boards including:
Chairman of the Board for the National Energy Foundation
Member of the Board of Directors for the Energy Law Foundation
C h a i r m a n o f the United Nations Economic Commission for Europe’s
Group of Experts on Cleaner Electricity Production
Member on UNECE Committee on Sustainable Energy
Former Member, Columbia University Global Roundtable on Climate
Former Member, Sub-Sahara Africa Advisory Committee, US Export-
Former Member, Science and Technology Capability of the US Agency for
International Development (USAID) Study, National Research Council
Former Member, U.S. Environmental Protection Agency Administrators
Technology & Policy Advisory Committee
The United States Energy Association (USEA) is the U.S. Member Committee of the World Energy Council (WEC). USEA is an association of public and private energy-related organizations, corporations and government agencies. USEA represents the broad interests of the U.S. energy sector by increasing the understanding of energy issues, both domestically and internationally.