Advisors & Strategic Relationships
Strategic Relationships
Our strategic relationships were established based upon mutually beneficial skill sets and business models. Our business scope includes a wide variety of sectors and we will continue to create strong value added relationships in key sectors going forward. The following are some of our valued collaborative relationships.
Chesapeake Eco-Finance Company
The Chesapeake EcoFinance Company LLC (CEFC) implements ecologically sound restoration and conservation practices on agricultural lands to create improved farm economies that also clean the waters of the Chesapeake Bay. It operates by purchasing, restoring, and reselling farm properties. The corporation will also offer advisory services to farm owners.
B Corp
B Corporations are a new type of corporation which uses the power of business to solve social and environmental problems. B Corporations are unlike traditional responsible businesses because they meet comprehensive and transparent social and environmental performance standards, institutionalize stakeholder interests and build collective voice through the power of a unifying brand.
Trucost
Trucost was established in 2000 to help organisations, investors and governments understand the environmental impacts of business activities. Key to our approach is that we not only quantify environmental impacts but we also put a price on them, helping organisations understand environmental risk in business terms.
Cutting Edge Capital
Cutting Edge Capital provides small and mid-sized businesses with the information, tools, and expertise they need to raise capital in a way that fits with their unique business model and long-term goals.
Defenders of Wildlife
Defenders of Wildlife is committed to protecting wildlife across the nation and even across international borders. In order to best meet our conservation goals we have established offices in nine states and Mexico, in addition to our D.C. headquarters. Each field office is staffed by experienced wildlife experts who have made the animals and plant species in the regions where they work an important part of their everyday lives.
socialmarkets.org
socialmarkets is a website that provides information about the effectiveness of non-profit organizations. We tell you how much ‘bang for the buck’ they offer their donors. We also allow you to help influence that ‘bang’ – in real time – by weighing in on which issues you think deserve the most attention, and have the greatest value.
Envestnet
Envestnet delivers an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. Our state-of-the-art, Web-based platform provides access to multiple investment programs, proposal generation tools, and account management resources to help develop and grow your fee-based practice and assist you in achieving key business objectives.
Veris Wealth Partners
Veris Wealth Partners is an independent wealth management firm founded by five partners who share a deep conviction in the interdependence of values and wealth. We believe managing that interdependence with knowledge and wisdom delivers benefits for individuals, companies, and society.
Advanced Conservation Strategies
Led by Josh Donlan Ph.D., Advanced Conservation Strategies provides innovative, self-sustaining, and economically efficient solutions to environmental challenges by building cross-sector synergy and integrating biological, economic, technological, and socio-political threats and opportunities. ACS builds interdisciplinary teams to tackle problems in novel ways.
Lotic Water Marketing
Lotic turns BLUE into GREEN through water rights marketing and management. Blue represents the historic one-dimensional view of water. Green focuses on capturing new market opportunities. Green represents wealth, efficiency, sustainability, and managing the water for the future. Rather than taking a static view of water, Lotic pursues new markets associated with change.
Board Members & Advisors
Peter Fusaro - Board Member, Director, Advisor Carbon Markets
Peter Fusaro - Board Member, Director, Advisor Carbon Markets Peter C. Fusaro is the bestselling author of “What Went Wrong at Enron” and is an energy industry thought leader noted for his keen insights in emerging energy and environmental markets. He co-founded the Energy Hedge Fund Center in 2004. For over 3 decades Peter has been on the forefront of energy industry change and has created the terms “Green Trading”, “Green Finance” and “Green Hedge Funds” which are now commonly used in the industry.
Peter has been selected for Who’s Who in America 2007-2010 and Who’s Who World for 2009-2010. He has lived on the leading edge of consulting in carbon and emissions trading and finance, clean energy technology, renewables and fossil fuels. Peter founded Global Change Associates in 1991 to focus on the interplay and convergence of energy and environmental financial markets. More information can be found at Global Change Associates website.
John Katovich – Advisor SEC and Capital Markets Regulations
John founded Katovich & Associates in 2001, which later became the Katovich Law Group, representing corporations, LLCs, new businesses and non-profits. He has a wide range of experience including general business, securities trading and regulation, arbitration, high tech and IP related matters, business foundation, teaching and consultation. John is currently a Professor at Presidio School of Management, teaching Law and Capital Markets in the MBA curriculum.
He has been a speaker and participant in front of the U.S. House of Representatives, Committee on Banking and Financial Services – including the Subcommittee on Capital Markets, Securities and Government-Sponsored Enterprises, participated as an exchange team member in front of the U.S. Supreme Court regarding arbitration, and was a member of the Bay Area General Counsel Association for 14 years. John also provides consulting services to emerging/developing sovereign nations for Capital Markets development, as well as training in supervision, compliance and regulation programs.
John is a graduate of Southern Illinois University School of Law (1979) and also attended John Marshall Law School. He received his undergraduate degree from the University of Illinois at Urbana-Champaign (1976). He completed the Executive Program on Negotiation at the Harvard Business School in 1996, and received his NASD Series 7 License. He is licensed to practice law in the state and federal district courts in both California and Illinois. More information about John can be found at his website.
John Nelson - Advisor Community Investment
John is the Managing Partner of Wall Street Without Walls (WSWW). WSWW provides capital markets orientation and training programs nationally through the individual banks of the Federal Reserve Bank system. WSWW provides financial technical assistance to community development organizations and public agencies through teams of volunteer finance professionals, including retired and active investment bankers volunteering their expertise as a new form of philanthropy.
Mr. Nelson graduated from Yale College, he received his MA degree from the University of Michigan; he has a certification in Community Development Finance from the Milano Graduate School of New School University. More information on John and WSWW can be found at their website
Paul Parker – Advisor Fisheries Markets
Paul Parker advises the Company on fisheries markets strategy and development, including all aspects related to catch shares, fisheries banks, and Community Quota Entities (CQEs). Paul is also the liaison with key environmental NGOs and governmental agencies which oversee and regulate the fisheries industry in his current capacity as the Director of the Cape Cod Fisheries.
Paul is focused on restoring depleted fish populations while bringing back profitable fishing businesses and communities. Paul has held numerous jobs on Cape Cod commercial fishing vessels including lobster, steamer clams, cod, haddock, dogfish, bluefin tuna, and striped bass using all manner of fishing gear from handlines to gillnets, rod & reel and longlines. Paul earned a BA in Biology from Cornell University and a Masters of Environmental Management from Duke University. In 2006, Paul was honored with the Duke Nicholas School Rising Star Award.