Clean Energy Advisors (CEA) provides asset management and financial advisory services to Impact Investors in the Sustainable Energy sector. CEA is focused on creating opportunities for investors to participate in the exceptional returns and positive social and environmental impact provided by Renewable Energy projects. We are dedicated to providing our clients access to financially rewarding investments while maintaining a primary focus on capital preservation. CEA is led by a group of financial industry executives with a passion for the environment and the social well-being of our planet. Having identified access to capital as the major hurdle slowing the advancement of renewable energy projects, the CEA team found a way to solve that problem by aggregating smaller projects to attract the attention of accredited investors, UHNW, family office, and institutional investors.
Pirelli & C. SpA, founded in 1872, is the fifth largest tire manufacturer in the world in terms of sales. Present in over 160 countries, Pirelli has 22 manufacturing sites and employs approximately 38,000 people around the world. Pirelli is recognized as a socially aware corporation that applies sustainable practices in everything from “green performance” products to providing a healthy environment for its workers and their families. The company has maintained leadership positions over many years in sustainable stock indexes such as the FTSE 4 Good Global and European STOXX sustainability index and the Dow Jones Sustainability World and Europe Indexes. Pirelli is the only tire manufacturer to be included in the Global Compact 100 sustainability stock index.
GoodCompany Ventures is developing a new program, Climate Ventures 2.0, in collaboration with the White House’s Climate Data Initiative. As announced by the White House in December 2014, Climate Ventures 2.0 will engage entrepreneurs to apply the scientific and technical resources of the Climate Data Initiative to global threats at the nexus of water and food security. Since the launch of GCV’s first accelerator program to serve high impact social entrepreneurs movement in 2009, GCV has earned a reputation as the “graduate school” for social entrepreneurs and its graduates have raised over $50mm in private capital to fuel their social missions. Compared to funds invested in our programming, this represents a return of over 700x to our donors. As a GCV is a 501(c)3 nonprofit, GCV has developed services for social entrepreneurs and the impact investors who fund them with support from Halloran Philanthropies, the Knight Foundation, Bloomberg Philanthropies, the Wharton Social Impact Initiative, Investors’ Circle and the Kind Foundation.
Silicon Valley Social Venture Fund (SV2) is a vibrant community of 200+ individuals and families who have joined together to learn about effective giving and pool their resources to invest in innovative nonprofits and social enterprises
Founded in 1958, Hanson Bridgett has more than 150 attorneys located in offices in San Francisco, the North Bay, Sacramento and the East Bay. Hanson Bridgett’s attorneys know that successful businesses and capital markets are a powerful, positive force in the community and make a favorable contribution to society. The firm’s client base has always included organizations that are not only the best in the world but also the best for the world, so we recognized long ago that mission-driven capitalists needed legal advice for designing and incorporating their sustainable enterprises, and structuring their investments to generate social and environmental impact alongside a financial return. We represent sustainable businesses and impact investors in a variety of industries, including venture capital and private equity, financial services, retail, software, advertising, media, entertainment, biotech, medical devices, solar energy, construction (including green building), food, senior care, and education. Our firm is at the forefront of the growing trend to maximize both financial and social potential. Partner Jonathan Storper co-authored the change to the California Corporations Code that created the Benefit Corporation business entity in 2011. Jonathan also consulted with the state of Delaware, which added its public benefit corporation statute to the Delaware General Corporation Law 18 months later. Hanson Bridgett is a proud founding member of B Labs, the nonprofit that offers B Corporation certification, and the first law firm to become a certified B Corporation. Hanson Bridgett continues to be one of the few firms nationwide with an in-depth knowledge of impact investment structures, benefit corporation practices and law; we are both thought leaders and practice leaders in this realm.
The CAIA Association, a non-profit organization founded in 2002, is the world leader and authority in alternative investment education. The Fundamentals of Alternative Investments Certificate Program® is a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of 7,700 alternative investment leaders located in 80+ countries, who have demonstrated a deep and thorough understanding of alternative investing. Having grown rapidly, the CAIA Association now supports vibrant chapters located in financial centers around the world and sponsors more than 120 educational and networking events each year.
Commune With Your Peers: A safe, private, curated environment where investors not only learn from experts, thought leaders and asset managers, but also from their peers. The private Family Office Insights investor community represents a wide spectrum of investment views and levels of investment knowledge. Family Office Insights community participants share a commitment to improving their understanding of the complexities of the financial landscape with their peers and seek to become more effective stewards of wealth.
Founded in 2002, Compass Natural is an integrated brand marketing, communications, public relations and business development agency dedicated to serving companies in the $300-billion Lifestyles of Health and Sustainability (LOHAS) market. Based in Boulder, Colorado, considered a center of the natural, organic and green products industry, Compass Natural can quickly link your business and share your story with key trade, media, and consumer resources and contacts. We’ll also help you navigate the channels of distribution in the natural, organic and sustainable products industry to help grow brand awareness and sales.
We are building the necessary ecosystem that enables large public and private employers to transition away from the death spiral of ineffective and expensive healthcare services. Our offering has two components: (1) a specialized network of clinicians who are experts in applying systems thinking to clinical medicine e.g., they practice Integrative Medicine (IM) and (2) a technology Platform that enables us to document the patient care protocols and patient outcomes generated by those IM experts. The data is then put through a proprietary analytical engine to assess the relationship between the quality of patient outcomes and the most efficient allocation of the employer’s healthcare capital. Our Solution is best applied to that cohort of patients who suffer from multiple chronic diseases. These patients typically represent 5% of the covered population but account for 50% of total employer healthcare expenditures. Implementation of our solution will save employers a durable ~30%-50% from current chronic care expenditures.
Many would call this sensible. In healthcare it is transformative.
From a finance perspective, one could call Nura’s Platform the first to drive Economic Value Added (EVA) into healthcare capital. It represents $54 million of sunken development costs and includes proprietary population health-centric software and a unique IM-centric clinical procedure code lexicon. Its use enables Nura’s IM clinical Network to accelerate learning by embedding a continuous process improvement loop in its design that constantly drives efficiency into an employer’s healthcare capital allocation. When fully deployed, we expect to cut the healthcare innovation cycle time from 17 years (IOM assessment) to 17 months.
Our first customer is the United States Air Force.