William S. Brennan is the Managing Director and Co-Chief Investment Officer of Ultra Capital. Ultra was founded by long-time industry professionals with a shared vision to bridge the gap between the large and growing community of
developers seeking capital for local, distributed sustainable real assetprojects based on proven technologies and investors seeking annual cash yields and consistent non-correlated returns from real assets in water, agriculture, energy and waste. From July 2010 to July 2014, Mr. Brennan was the Chief Investment Officer and Portfolio Manager for Summit Global Management, Inc., overseeing the development and management of water equitystrategies for the firm. From October 2008 to June 2010, he was the President and Managing Partner for Brennan Investment Partners, a water infrastructure and investment firm. During his career he has been aPortfolio Manager of the Praetor Global Water Equities Fund in Luxemburg and the Kinetics Water Infrastructure Fund (five-star Morningstar rated funds and the #1 fund in 2006, 2007 and 2008 in natural resources category in Europe and the top U.S. manager for natural resource/environmental funds & risk managed in 2008) and a Senior Analyst with Pacific Growth Equities and has held various senior positions with Coopers & Lybrand, Law Engineering and General Electric. Mr Brennan began his career as an Air Force officer and Combat Crew Commander. Mr. Brennan serves on the Board AbTech Industries, The Water Initiative, the Dean's advisory council for the School of Engineering at Colorado State University and was a member of Jabil Circuits CleanTech Advisory Board from 2010 to 2014. Mr. Brennan has a B.S. in Mechanical Engineering and Biology from Lehigh University; a MS inBiomedical Engineering from Colorado State University (Tau Beta Pi) and an MBA from Villanova University where he has also been an adjunct professor in the graduate MBA program.
Philippe joins Eos with 8 years of in-depth experience leading emerging technology and regulatory initiatives within the utility energy industry. While working previously within Southern California Edison’s Advanced Technology Organization, Philippe co-authored SCE’s Smart Grid Deployment Plan and managed a $3 million portfolio of diversified R&D and technology evaluation projects. Philippe has helped to propose and implement customer demand response programs leveraging newly implemented smart metering and home area network technology platforms. Philippe previously worked as a research analyst for E Source—an energy research and consulting firm– where he specialized in demand-side management programs, smart grid technologies, and corporate greenhouse gas consulting. Philippe brings an interdisciplinary background in chemistry and environmental sciences and graduated with a B.A. from Pomona College.
Ronald Borod has worked extensively in securitization and structured finance for over two decades and has established a reputation as a thought leader in the creation of innovative structures and financial products. Ron focuses his practice on assisting issuers and underwriters in designing and implementing securitization programs involving non-traditional asset classes.
For example, in the 1990s he developed the first national credit tenant lease finance program and the first CTL-only conduit, and designed and executed securitized credit lease programs to provide construction and permanent financing for two national retail companies.
New York University (1967) LL.M., Taxation
Harvard Law School (1966) J.D.
Princeton University (1963) B.A.,
magna cum laude
Phi Beta Kappa
Ron was the architect of and served as Issuer's Counsel and Program Advisor for a national program to securitize legal fees awarded as a result of the 1998 settlement of the states' litigation against the tobacco industry. The first of the transactions under this program, Litigation Settlement Monetized Fee Trust ITM US$308.1 Million Pass Through Certificates, Series 2001-1, was named US Asset-Backed Deal of the Year by the International Securitisation Report. To date, Ron has served as lead counsel on more than US$1 billion of securities backed by over $3 billion of tobacco fee revenues.
Ron also has significant experience in the renewable energy sector in creating capital market structures for wind, solar and energy efficiency projects, as well as carbon emissions allowances and offsets, and has assumed a leadership position in the development of a solar and energy efficiency ABS market He also has been active in the securitization of intellectual property and in whole business securitization.
Ron represented UBS in a rated repackaging of its tobacco fee-backed assets, and in such capacity drafted all US-based documents, represented the sponsor in meetings with rating agencies, and performed the other customary services as issuer/sponsor counsel
Ron served as issuer's counsel for Settlement Fee Finance 2013-1, a US$40.5million tobacco fee securitization rated by Moody's and closed in November 2013. In his capacity as issuer's counsel Mr. Borod prepared or supervised the preparation of all principal transaction documents and the offering circular, the preparation of the principal opinions, and the purchase and sale agreements for the aggregator, as well as assisting the sponsor and the underwriter in rating agency presentations. Barclays Capital served as sole book runner and underwriter
Ron was senior transaction counsel in the representation of Oxford Finance, LLC in the Oxford Finance Funding Trust 2012-1 securitization of a portfolio of loans to life science companies, which closed in 2012
Ron served as co-chair of the legal subgroup working on various mock rating projects under the auspices of Solar Access to Public Capital (SAPC), a National Renewable Energy Laboratory (NREL)- sponsored initiative to facilitate access of solar power projects to the securitization market. In such capacity, he was the co-lead draftsman of term sheets and the co-lead developer of the legal architecture for multiple versions of solar securitization transactions, including residential and commercial and industrial, and also a structure to harmonize securitization with tax equity structures
In 2014 Ron represented an investment firm in the creation of a securitization program to fund the aggregation of portfolios of commercial solar projects and in such capacity designed the legal architecture for issuing asset-backed securities from a portfolio of multi-tiered investment LLCs and project LLCs with tax equity investors under a partnership flip structure.
Ron conceived and structured the program which has enabled outside legal counsel for various states in the tobacco litigation, which culminated in the landmark settlement in 1998, to monetize their legal fees. These fees (originally aggregating over US$14 billion) are payable by the settling tobacco companies over 28 years. The first of a series of transactions under this program, Litigation Settlement Monetized Fee Trust ITM Pass Through Certificates, Series 2001-1, closed in February of 2001, involving the issuance of US$308.1 million of pass-through certificates. It was named the US Asset- Backed Securities Deal of the Year by the International Securitisation Report. Subsequently, Ron has served as issuer’s or transaction counsel in additional securitizations of tobacco fees aggregating over $3 billion
Ron has represented Mesirow Financial in a transaction involving the repackaging of subordinated tranches of securities backed by long-term leases to the GSA into investment-grade rated securities. Ron is currently representing Mesirow Financial in a securitization of interest-only strips of a portfolio of small business loans
Ron is currently representing a leading underwriter of esoteric asset-backed securities in connection with the structuring and closing of a rated tobacco fee-backed securitization
Ron is currently representing a finance company in the structuring and execution of a debt finance program to be secured by revenues from a hotel room enhancement service.
Ron is currently representing a finance company in the structuring of a national program to finance infrastructure improvements to mobile home parks
Co-author, "The Solar Access to Public Capital (SAPC) Mock Securitization Project," NREL, December 21, 2015
Co-author, "The Second Coming of US Whole Business Securitisation," World Trademark Review, June/July 2015
Co-author, "Tax Equity and Accounting Considerations in the Solar ABS Structure," The Journal of Structured Finance, Fall 2014
Co-author, "How Could Securitization Debt Fit with Tax Equity in the Solar Financial Landscape? Pt. I," National Renewable Energy Laboratory, October 4, 2013
Co-author, "How Could Securitization Debt Fit with Tax Equity in the Solar Financial Landscape? Pt. II," National Renewable Energy Laboratory, October 9, 2013 Co-author, "Securitization Reform Halftime Report," Banking & Financial Services Policy Report, Volume 32, Number 4, April 2013
Author, "Belling the Cat: Taming the Securitization Beast Without Killing It," Boston University Review of Banking & Financial Law, Spring 2012; received a 2013 Burton Award for legal writing achievement
Author, "Did Dodd-Frank Hit or Miss the Securitization Bull’s Eye?" Practical International Corporate Finance Strategies (Thomson Reuters), February 15, 2012
Author, "Re-Emerging and Esoteric Asset Classes: Questions and Answers," The Journal of Structured Finance, Winter 2011.
PRESENTATIONS AND SEMINARS
Moderator, "Bending the Sun Curve: Future Pathways for Financing Distributed Solar," EnerKnol’s New York Energy Week (June 14, 2016)
Moderator, "The A->Z of Solar Deals Done to Date," IMN's 4th Annual Sunshine Backed Bonds Conference (April 21, 2016)
Panelist, "Esoterics 101," ABS East Conference (September 2015)
Panelist, ''Esoterics 101: Overview of New and Emerging Asset Classes,'' ABS East Conference (September 2014)
Panelist, ''Solar Lease Securitization Overview: Challenges and Solutions,'' ABS East Conference (September 2014)
Moderator, ''Tax Equity Issues and Accounting Considerations in the Solar ABS Structure,'' IMN 2nd Annual Sunshine Backed Bonds Conference (May 2014)
Panelist, ''Residential Solar ABS: Case Study'' IMN-SFIG ABS Vegas (January 2014)
Panelist, "Securitization", Financial Services Basics, Boston University School of Law (August, 2013)
Moderator, "Structural, Accounting, Legal Considerations/Concerns for Solar, Wind and Other Renewable ABS Deals," IMN's First Annual Sunshine Backed Bonds Conference (May 2013)
Adjunct Professor, Boston University Law School Graduate Program in Banking and Financial Law, where he has taught a course on ''Securitization and Structured Finance'' for over 15 years
Quoted, "SolarCity deal lights way for securitization," Thomson Reuters, July 29, 2014
Merit Reviewer, US Department of Energy
Member, Board of Directors, Solar Energy Finance Association
American Bar Association
Massachusetts Bar Association
Boston Bar Association
Tennessee Bar Association
Memphis Bar Association
Advisory Board, Tax Management—the nationally recognized tax service published by the Bureau of National Affairs
Expert Guides selected Ron for the list of World's Leading Lawyers in the 5th edition of Banking, Finance and Transactional Guide.
Ron has been selected for inclusion in the 23rd Edition of The Best Lawyers in America in the practice area of Securitization and Structured Finance Law.
Chosen as the winner of the 2016 Global Law Experts, annual award in the following category - Structured Finance Law Firm of the Year in Massachusetts, 2016.
The Legal 500 United States has repeatedly recognized Ron for his structured finance practice. The directory has called him an "expert in esoteric ABS" who "has deep experience, fantastic judgment, and brings extraordinary value to the deal.
Ron has been repeatedly recognized in Euromoney Legal Group's Guide to the World's Leading Structured Finance Lawyers, in The Best Lawyers in America in the area of Securitization and Structured Finance Law, and in New England's Best Lawyers, and in Legal Media Group's Expert Guides in the Structured finance and Securitization section. The 2015 Global Law Experts Awards recognized Ron as Structured Finance Attorney of the Year in Massachusetts. The Marquis Who's Who publication, Who's Who in American Law (2011 – 2012) and the Who's Who Legal publication, The International Who's Who of Capital Markets, also recognized Ron.
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.
Bahar Gidwani has built and run large technology-based businesses for man years. Bahar holds a CFA, worked on Wall Street with Kidder, Peabody, and with McKinsey & Co. Bahar has consulted to a number of major companies and
currently serves on the board of several software and Web companies. He hasan MBA from Harvard Business School and an undergraduate degree in physicsand astronomy. Bahar plays bridge, races sailboats, and is based in New York
Mr. Harris supports the full range of day-to-day operational activities across the organization including financial planning and analysis, budgeting, reporting, strategy development and implementation, as well as risk and compliance.
Mr. Harris has been a consultant to various litigants concerning fraud, operational risk and due diligence practices in the hedge fund industry. He has also served as Vice President of Business Development for the Sumitomo Mitsui Banking Corporation and the Carbon Disclosure Project (CDP). Previously, Mr. Harris worked in Environmental Markets with J.P. Morgan’s Global Commodities team executing sales and marketing strategies in carbon and REC markets within North America. He also consulted with the Oliver Wyman Group in their corporate and institutional banking practice specializing in hedge fund litigation and advisory, energy risk and operational risk management projects.
Mr. Harris graduated from Cornell University with a MBA in Capital Markets and Asset Management and a Bachelor of Science in Applied Economics and Management.
EVAN HARVEY is the Director of Corporate Responsibility for Nasdaq. He manages all corporate sustainability (environmental, social, and governance strategy), philanthropic, and volunteering efforts. This includes internal management of systems and disclosures as well as external engagement with public companies, institutional investors, advocacy groups, and other stock exchanges. He currently sits on the U.S. Network Board of the United Nations Global Compact, and previously served as the first chairman of the World Federation of Exchanges (WFE) Sustainability Working Group and an Advisory Board Member for the Sustainability Accounting Standards Board (SASB). His work has been published in Forbes and the Sustainable Accounting Review, and he is a regular contributor to Capital Finance International. Evan has worked at Nasdaq since 2004, holds a B.A. and an M.A. from the University of Texas, and lives outside Washington DC.
Tim Hoffman is an experienced investment banking and consulting professional. For over 20 years he 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.
Tim is currently a Managing Director with Watts Capital, LLC, a FINRA and SIPC member broker-dealer based in New York City. Tim’s affiliation with Watts Capital enables him to raise capital for and provide M&A advisory services to renewable energy and cleantech companies and projects.
Tim is also a Managing Director at Green Owl Advisers, which provides financial and strategic consulting services to renewable energy and cleantech companies. He is currently the NYC Metro Director for and National Board Member of the Cleantech Open, which has recognized Tim with the following awards: National Mentor of the Year 2012, Northeast Volunteer of the Year 2013, and National Volunteer of the Year 2013. He also serves as an Entrepreneur in Residence for NYSERDA and as an expert in PowerBridgeNY.
Prior to joining Watts Capital, Tim was a Managing Director and a member of the Alternative Energy and Cleantech team at Scott-Macon, Ltd. Previously, Tim was a Senior VP with Natixis Bleichroeder, Inc., where he advised on a significant number of cross-border transactions involving European companies.
Tim is a graduate of Indiana University, where he earned two B.A. degrees and spent one year studying at Universität Hamburg. Tim later earned an M.A.E. with a concentration in Finance from the University of Michigan. He is fluent in German and proficient in Japanese and holds Series 7, 79 and 63 securities licenses.
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
Chris leads investment due diligence as well as administrative, financial, and risk management. Prior to joining the Closed Loop Fund, he led a Strategy and Finance team dedicated to providing support to Walmart Sustainability. While at Walmart, Chris worked on Waste, Transportation, and Energy projects, including several that focused on increasing Walmart’s recycling rate and closing commodity loops. Before Walmart, Chris worked in TPG Capital’s Ops group, where he provided post-acquisition execution and support and KSL Capital on the buy-side. Chris received his MBA from University of Texas At Austin and his undergraduate in Economics from Cornell University.
Brian Kaminer is the founder of Talgra and creator of Invest With Values. Talgra consults with people and organizations looking to align their money and values through sustainable, community and impact investments. Invest With Values is an educational website for people learning to create positive change with their money and investments.
Brian is on the board of Slow Money NYC, a chapter of the national non-profit that focuses on catalyzing funding to local, sustainable food business. He co-founded Foodshed Investor NY, the first investor network solely focused on sustainable food.
Brian’s background includes 17 years in the brokerage business. As a principal of a boutique brokerage firm his roles included Chief Compliance Officer and Chief Technology Officer. He holds a Bachelor of Science in Business Administration from the University of Vermont.
Brian lives in Westchester County, NY, with his wife and three sons. He believes that sustainability is an evolving process that requires global thinking and personal engagement
Randy Kaufman, Senior Vice President 212-476-5354 email@example.com
Randy Kaufman is a Senior Vice President focusing on EMM’s strategic growth as well as client relationship management. Randy’s expertise includes estate and income tax planning, pre-deal planning, multi-generational issues, impact investing and philanthropy. Previously, she worked at Evercore Wealth Management as a Wealth Advisor, and at Federal Street Advisors, where she managed the firm’s Family Office Services. Randy also spent seven years at LongVue Advisors, a multi-family office that she co-founded, and six years with Fleet Bank and its predecessor, BankBoston, where she was the founder and managing director of the Wealth Strategies Group in Fleet Bank’s Private Client Group.
Before becoming a wealth adviser in 1998, Randy held various investment banking and tax structuring positions at J.P. Morgan and practiced corporate tax law at Paul, Weiss, Rifkind, Wharton & Garrison. She has been a featured speaker over the years on numerous topics, including Behavioral Finance and Philanthropy, The Integration of Business and Personal Issues and Estate Planning Strategies.
Randy is a senior advisor to the Wealth and Giving Forum and a member of both the Executive Committee and Board of Directors for the Estate Planning Council of New York City. She is a trainer for the Redwoods Initiative, which provides next-gen financial literacy educational programs. Randy also serves on the Advisory Board of Indego Africa and the Naomi-Berrie Diabetes Center, and on the Corporate Board of Bird & Stone, a sustainable jewelry company. Previously, she was a member of the Jewish National Fund’s Sapphire Society and the Board of Directors for Opportunity International. Randy is also a certified 21/64 Trainer, having received specialized training in how to engage the next generation of philanthropists.
Randy earned her Juris Doctor at the University of Chicago and her Bachelor’s Degree at Middlebury College.
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.
Bruno Mejean is Managing Partner and Founder of BJM International, advising on Project Finance transactions primarily in the Renewable Energy Sector in Emerging Markets. Until recently, Bruno Mejean was Executive Vice President – Corporate Development at Renewable Energy Trust Capital where he was responsible for international project acquisitions. Previously, he was Managing Director for International Project Finance and Business Development at SunEdison. He was responsible for raising debt and equity for SunEdison projects outside North America. Before that, Mr. Mejean was Managing Director and Deputy General Manager at Nord/LB NY Branch, heading the Corporate, Project, Export and Trade Finance Origination activities in the Americas. Nord/LB specialized in the financing of environmental and renewable projects having supported over 5000MW of renewable power projects since 2000 in North America alone. Nord/LB ranked among the top 5 project finance lenders to the sector in the Americas in recent years. Prior to 1999, Mr. Mejean was Director – Project Finance & Development at Raytheon Engineers & Constructors, responsible for arranging debt and equity financings for Hydrocarbon, Power, and Infrastructure projects. Before joining Raytheon, Mr. Mejean spent 20 years with various financial institutions, specializing in international finance. At SG, he was First VP and Manager of the US Export Finance Group. At Chase where he spent 10 years, Mr. Mejean was responsible for project financing in emerging markets with the support of US Eximbank and OPIC. Earlier in his career, Mr. Mejean was based in Tunis, responsible for Chase’s Trade finance activities in North Africa.
Mr. Mejean received his MBA in finance from George Washington University and a Bachelor of Science from Georgetown University’s School of Business Administration.
Executive Partner / Dir. Sales and Project Management Secure Supply USA
MW Class PV value-adding technology to address Renewable Energy storage through On-Site Green Hydrogen production via green / Carbon-Free energy technology integration.
PV, Wind, Geothermal or Hydro Power renewable energy resources facilitate the energy to create MW Scale power and energy storage from H2 Gas. Power to Gas and Gas to Power is what Jack’s company does.
“H2 is a BATTERY. It's the most ideal battery through our integrated process. H2 is also a high density (GREEN) 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 ICE Engine's. Micro-Grid, Grid-Tied and off-Grid applications are all possibilities. Disaster relief, sustainable energy supply, Carbon-Free energy. New revenue models for stranded energy and Intermittent energy had from renewables are benefitted from Hydrogen production through our integration technology, via these opportunities. The opportunities as such, are as inexhaustible as the renewable energy and the water supply will permit.”
We can provide a Secure Energy Supply for the U.S.A.
Jack Mosel holds a BS in Earth System Science and a MAT in Earth System Science / Secondary Education with accompanying NYS Teaching certification’s through SUNY. He is a former High School Earth System’s Science and Living Environment 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 co-invented 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 now for employing Hydrogen (A component of Water) to be employed as both an energy storage vehicle and as a Carbon-Free fuel for prime power.
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.
Ian Philp is the Cleantech Trade Commissioner and Head of Energy & Environment at the Consulate General of Canada in New York City. He is responsible for advancing Canadian commercial and economic interests in energy, sustainable technology, and infrastructure, in collaboration with an extensive network of Canadian and U.S. partners. Ian also co-manages the Canadian Technology Accelerator (CTA) for CleanTech with the Consulate General of Canada in San Francisco. The CTA is a 12-week accelerator program for promising Canadian cleantech companies that offers tailored coaching, mentoring and access to resources in the NYC metro area and Silicon Valley.
Previously, Ian was the Director of Partnerships at the MaRS Advanced Energy Centre, a public-private partnership working to unite industry, utilities and government to consolidate and grow Canada’s cleantech expertise. Ian has also worked for a boutique investment bank making targeted energy efficiency investments in Asia, and as an international trade lawyer defending Canada’s renewable energy policies. Ian also spent four years as a UN legal and political advisor in the Middle East. From 2005-2007, Ian was part of the humanitarian relief effort in Iraq, where he advised the Iraqi and Kurdish governments on post-conflict legal reconstruction as part of a Baghdad-based legal team.
In 2015, Ian was named to Canada’s Clean50, an award given to outstanding contributors to clean capitalism. He has also been named an Atlantic Council Fellow in Environment & Energy Policy, a Future Energy Leader with the World Energy Council, and was a 2011-12 Action Canada Fellow. Ian holds an honors degree in international relations & economics, two law degrees (common and civil law), and a MBA with a specialization in energy finance. He is fluent in English and French, and has a working knowledge of Spanish and Arabic.
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.
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.
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.