Drianne Benner joined Appomattox Advisory as Managing Director in 2010. She is responsible for client and consultant service and marketing communications. Prior to joining Appomattox, Drianne was the Director of Global Marketing for Cadogan Management, a global fund of hedge funds manager. Previously, she managed marketing and institutional consultant relations at U.S. Trust, where she assisted in the development of the multi‐manager platform for the firm. Earlier she worked for a global asset manager in a variety of roles including institutional and consultant relations to some of the largest U.S. pension funds and as a manager of portfolios in an enhanced quantitative strategy. She is a CFA Charterholder and a member of the New York Society of Security Analysts. Drianne serves on the Board of Peconic Green Growth as well as on the Philanthropy committee of the Peconic Land Trust.
After twelve years managing investment portfolios, Ben Bingham assisted in the formation and founding of 3Sisters Sustainable Management LLC, a Registered Investment Advisor (RIA) along with its research arm: www.wikipositive.org and its proprietary fund family: Scarab Funds. From 2000 to 2007, he had developed a unique portfolio management strategy for socially conscious investors at Legg Mason and Citigroup/Smith Barney.
Motivated to help a network of social entrepreneurs and philanthropists who were dissatisfied with the lack of direct positive impact found in mutual funds or screened portfolios, Mr. Bingham changed his emphasis to positive screening. Using traditional asset allocation and other risk management tools he has found it beneficial financially, socially and environmentally to look for companies, social enterprises and impact funds with positive stories that meet current problems with long-term solutions.
Mr. Bingham is a Fellow of Economists for Peace and Security (EPS). He is a member of the Investor’s Circle and the Social Venture Network, and, as a social entrepreneur/investor/money manager, draws on broad experience from hands-on management experience at two technology start-ups, one in biological healthcare, and the other a global workflow solution provider.
Mr. Bingham is a Series 7 and Series 66 licensed investment professional, with a background in philanthropy. In the seventies and early eighties he was a founder of a mixed use residential community with special needs students and apprentices, raising approximately $1M to fund a start up furniture production, farm and housing. His understanding for the ecology of how things work was also schooled by 10 years of work as a trained bio-dynamic farmer in the 70’s and 40 years of marriage, with five grown children and four granddaughters. His training in Gestalt psychology may also help in understanding the market! He recently joined the Board of the Mariah Fenton Gladis Foundation to support her therapeutic psychological work. He attended Groton School, Yale University and Emerson College in England. He is working on two books and writes regularly for The Huffington Post.
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. Peter graduated with an MA in international relations from Tufts University and a BA from Carnegie-Mellon University.
EVAN HARVEY is Managing Director of Corporate Sustainability for NASDAQ OMX. He is responsible for gathering, analyzing, reporting, and improving key metrics across the global organization, as well as managing investor and issuer company outreach on corporate sustainability topics, practices, and partnerships. Evan directs the research, analysis, and disclosure of all ESG reports, including the Global Reporting Initiative, Carbon Disclosure Project, and the United Nations Global Compact Communication of Progress. Evan serves on the Board of Directors for the UNGC U.S. Network and on the Advisory Board for SASB. He holds a B.A. and an M.A. from the University of Texas, and lives outside Washington DC
Mr. Hyland joined Schneider Electric in 2010 and has over 32 years of sales management and marketing experience spanning the energy, utilities, software, dot com industries.
His expertise involves both regulated and un-regulated energy companies in Smart Grid, strategies, Demand Response, supply management and marketing. Mr. Hyland is industry wide acknowledged as for his experience and strategy and often speaks at industry events.
Mr. Hyland Chairs the two Peak Load Management Alliance’s (PLMA) conferences with oversight of theme to speakers to site location and P&L. Past host utilities include PG&E, Consolidated Edison, NV Energy, EPB (Chattanooga), Austin Energy and SCE.
With over 21 years of experience in the energy business, Mr. Hyland is viewed as industry expert in Demand Response for both residential and C&I Smart Grid and Smart Grid strategies and is a frequent speaker at energy conferences.
Mr. Hyland holds memberships in the following organizations:
Peak Load Management Alliance (Treasurer, Conference Chair and Executive Committee)
OpenADR Alliance (Chairman of the Marketing Committee)
Association of Energy Service Professionals (AESP)
Association for Demand Response & Smart Grid (ADS)
Mr. Hyland received a Bachelors degree from Bowling Green State University where he majored in sales management and retailing. Mr. Hyland also attended Executive Management classes at the Kellogg School of Management and the University of Michigan for market planning and market strategies.
Erika Karp, Founder and CEO, Cornerstone Capital Group
Erika Karp is the Founder and CEO of Cornerstone Capital Inc. The mission of her firm is to apply the principles of sustainable finance to facilitate the flow of capital around the world. In offering investment banking, investment management, research and strategic consulting services, Cornerstone works with corporations, financial institutions, and individuals promoting new research in the field of ESG (Environmental, Social and Governance) analysis, and facilitating capital introductions for companies around the world engaged in sustainable business practices.
Prior to launching Cornerstone, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank where she Chaired the UBS Global Investment Review Committee and managed a global team of analysts and strategists. Erika served on the UBS Securities Research Executive Committee and the Environmental and Human Rights Committee of the UBS Group Executive Board.
Erika is a founding Board member of the Sustainability Accounting Standards Board (SASB), and is a member of the World Economic Forum (WEF) Global Agenda Council on Financing and Capital. She is the advisor to the Clinton Global Initiative (CGI) Market Based Approaches program, and sits on the Program Design Advisory Council for Harvard Business School's Executive Education Program. Her work has been featured by Bloomberg Businessweek, Euromoney, the Financial Times, Investor Relations Magazine, and Forbes. For driving collaboration across the capital markets, she has been named among the nation's "Top 50 Women in Wealth" by AdvisorOne; and in 2014 she was named among the “GOOD 100” and one of the “Purpose Economy 100.”
Tim Kemper is the National Co-leader for the firm's Renewable Energy Industry Practice. In his career, Mr. Kemper has been engaged in the underwriting for Wind, Solar, Biomass and other renewable energy and technology transactions. Specific to the renewable energy practice, Mr. Kemper is actively engaged in providing clients with financial counsel related to all aspects of typically complicated transactions including tax credits, financial structuring and modeling, underwriting, valuation, capital infusion, due diligence and grant advisory services. His client base includes investors, entrepreneurs, developers, manufacturers and installers and independent power producers utilizing technologies such as wind, solar, geothermal, biomass and energy efficiency. Mr. Kemper also is involved in associations and regulatory bodies that influence and affect policy in the renewable energy industry as well as speaking on the subject at numerous national and regional conferences.
In the course of structuring and underwriting, Mr. Kemper considers economic and quantitative factors as well as qualitative factors that impact programmatic issues and the reputational and community development considerations that can be so important in renewable energy transactions. He is extensively involved in the financial structuring and modeling of transactions and works closely with all parties to address various tax issues while mitigating the tax impacts upon liquidation. Mr. Kemper is involved in associations and regulatory bodies that influence policy in the renewable energy industry; he also speaks at national and regional conferences. His clients include: major publicly-held Fortune 500 companies, private equity funds, and experienced renewable energy across the United States. Mr. Kemper has participated as both instructor and public speaker at numerous professional seminars and presentations dealing with private equity investments and tax planning strategies.
Mr. Kemper is a licensed CPA in Maryland, Georgia & Missouri.
Arrun Kapoor is the Managing Director for SJF Ventures’ New York City office and a Ventures Advisor to the SJF Institute. He is on the Board of Think Through Learning and FieldView Solutions and a Board Observer to ServiceChannel and Truist. Kapoor was most recently with Bain & Company in London and Delhi where he launched the firm’s internal green practice initiatives. He worked with Bain’s private equity consulting practice and gained experience in a range of cleantech-related industries. Prior to Bain, he was a founding member and Manager with a successful consulting start-up in New York and London. He holds a Master’s in International Political Economics from the London School of Economics and completed a BA from New York University with an economics and business focus.
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
President & CEO
Ken started his career in process and applications engineering with AT&T Microelectronics and spent five years in the Asia/Pacific region in charge of international business development. Upon his return to the States, Ken initiated a global accounts sales process across AT&T Microelectronics unit, eventually becoming Director of Sales for Telecom and Wireless Applications with Lucent Technologies. This was followed by Director of Field Sales at ANADIGICS, where he was quickly promoted to Vice President of Worldwide Sales and Marketing. Since then, Ken has held various leadership positions with companies, such as IQE PLC, NanoOpto Corporation and Konarka Technologies. Since 2007, Ken has been exclusively focused on renewable energy applications and markets.
Ken graduated with an M.B.A. in Marketing and Finance from the University of Richmond and holds a B.S. in Chemical Engineering from Bucknell University.
David L. Ross is Managing Director of Statera Capital, a global advisory and impact investment banking firm founded in 2004 in New York City focusing on investments in Sub-Saharan Africa and Managing Director-Frontier Markets at AlphaSource Capital Securities LLC, an institutional brokerage firm focused on ESG and socially responsible investments. Statera Capital has team members in 8 African nations and is active on projects in renewable energy, biofuels, housing, transportation, telecom infrastructure, health care, oil and gas, equipment leasing, and other sectors. David has 15 years private and public sector experience serving clients including HSBC, AIG, JP Morgan Chase, Pfizer, Johnson & Johnson, Credit-Suisse, Morgan Stanley, USAID, World Bank, as well as SMEs and project developers. David has an undergraduate degree in Information Systems and International Business from the University of Wisconsin-Madison, an MBA in Finance from NYU-Stern School of Business, and serves as an Adjunct Professor at Carnegie Mellon University teaching topics of globalization and development.
Omar Saadeh is a Senior Grid Analyst at GTM Research focusing on distributed generation and demand side management as well as behind the meter analytics. He completed a Master of Engineering degree in power engineering at McGill University, where he was awarded a Graduate Excellence Fellowship and contributed as a staff writer to The McGill Daily. As a bilingual English and French speaker, Omar worked as a building efficiency sales engineer at Johnson Controls in Montreal prior to graduate school.
Omar holds a bachelor’s degree in electrical engineering from McGill University with a concentration in power engineering and a minor in economics. He has published research for the Institute of Electrical and Electronics Engineers and the Conseil International des Grands Réseaux Électriques, focusing on the advantages of plug-in electric vehicles and the economic dispatch of distributed resources in microgrids, respectively.
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.
Founder of the Center for Energy Efficiency & Sustainability (CEES), a unique global organization that sits in the Office of the CTO and is designed to make sustainability core to the enterprise. Lead company-wide efforts to engage employees, and set processes and policies to reduce the resource demand of current and future company products, and within our own facilities, locations and business practices.
Lead the company’s communications and advocacy strategy related to sustainable business practices. Serve as internal and external thought leader in the space of sustainability, and connect leaders and strategic brands (Club Car, Ingersoll Rand, Schlage, Trane and Thermo King) with NGO partners, government agencies, academic institutions, media outlets, and strategic partners to meet growth and business targets. Lead efforts related to creation of company-wide green portfolio, product standards, customer unmet needs, educational venues, and primary research around energy and sustainability.
Gabriel engages corporations on the financial materiality of their sustainabiility practices including emissions reductions, growing green supply chains, and sustainable land-use.
Barry K. Worthington serves as the Executive Director of the United States Energy Association (USEA)
where he directs the Association's domestic and international activities. He has served in this capacity
since September 1988. Previously, he served as a Vice President of the Thomas Alva Edison Foundation
and prior to that served in several capacities with Houston Lighting & Power Company, now known as
Worthington has also written extensively on energy and environmental matters, and addresses many
conferences on national and international energy issues.