The core of our Advisory Board is comprised of senior executives from the energy industry and the venture services market. These executives are selected based on their ability to provide the maximum leverage for our investing activities. They are chosen for their willingness to share their personal relationships and contacts, to enhance due diligence, and to increase the profitability of the portfolio companies. Our experience has shown us that senior executive industry advisors offer the greatest leverage for our investors.
Davies, Advisor: Mr. Davies is the Principal
of Davies & Co., an M&A advisory and investment
banking firm. In addition, he currently serves
as a director to Keyera Facilities Income Fund, Echoex
Limited, the Cadent Energy Fund and a number of charities
Mr. Davies is a founder and former Managing Director of RBC Capital Market's M&A group (RBCCM). Prior to RBCCM, he was a Principal with Morgan Stanley in the Oil and Gas group and Chief Financial Officer of the Polar Gas Project, a natural gas pipeline project to deliver Arctic gas to eastern Canadian and U.S. markets. Earlier in his career, he held an investment banking position with McLeod, Young, Weir, a predecessor firm of Scotia Capital Markets and commercial banking positions with Citibank and The Mercantile Bank of Canada.
Mr. Davies received a Bachelor of Commerce and Bachelor of Laws from the University of British Columbia. He is also a member of the Canadian Association of Chartered Business Valuators and was a past member of the The Law Society of British Columbia and Canadian Bar.
Dr. Jim de
Wilde, Advisor: Dr. de Wilde is the President
of JdW Strategic Ventures. He is a career educator and
venture capitalist, focused on the issues of global
competitiveness and the commercialization of knowledge
through activities in both the private and public sector.
Dr. de Wilde currently
serves on the Investment Committee of MSBi (Montreal)
and the advisory boards of Fusion Capital and the Walsingham
Fund (Toronto). He is formerly a member of RBC
Capital Markets Technology Fund Advisory Board. He was
on the faculty of the University of Western Ontario
School of Business (now Ivey) and the Faculty of Management
at McGill University, where he is now a Dobson Fellow
in the Centre for Entrepreneurship. He has also
taught venture capital strategies at the Rotman School
of Business at the University of Toronto and at the
Helsinki School of Economics and has lectured at the
London Business School.
Dr. de Wilde received
a PhD in Political Science from McGill with a dissertation
focusing on the Canadian public policy process and competitiveness
in technology sectors.
The Honorable Chas W. Freeman, Jr., Advisor: Ambassador Freeman was Assistant Secretary of Defense for International Security Affairs from 1993-94, earning the highest public service awards of the Department of Defense for his roles in designing a NATO-centered post-Cold War European security system and in reestablishing defense and military relations with China. He served as U. S. Ambassador to Saudi Arabia (during operations Desert Shield and Desert Storm). He was Principal Deputy Assistant Secretary of State for African Affairs during the historic U.S. mediation of Namibian independence from South Africa and Cuban troop withdrawal from Angola.
Chas Freeman served as Deputy Chief of Mission and Chargé d'Affaires in the American embassies at both Bangkok (1984-1986) and Beijing (1981-1984). He was Director for Chinese Affairs at the U.S. Department of State from 1979-1981. He was the principal American interpreter during the late President Nixon's path-breaking visit to China in 1972. In addition to his Middle Eastern, African, East Asian and European diplomatic experience, he served in India.
Ambassador Freeman earned a certificate in Latin American studies from the National Autonomous University of Mexico, certificates in both the national and Taiwan dialects of Chinese from the former Foreign Service Institute field school in Taiwan, a BA magna cum laude from Yale University and a JD from the Harvard Law School. He is the recipient of numerous high honors and awards.
He is the author of The Diplomat's Dictionary (Revised Edition) and Arts of Power (both published by the United States Institute of Peace) and a sought-after speaker on a wide variety of foreign policy issues. Ambassador Freeman is Chairman of the Board of Projects International, Inc., a Washington-based business development firm that specializes in arranging international joint ventures, acquisitions, and other business operations for its American and foreign clients. For the past decade and more, he served concurrently as co-chair of the United States China Policy Foundation, president of the Middle East Policy Council, and vice chair of the Atlantic Council of the United States.
Other Current Affiliations include: 1995 - Present Chairman, Projects International, Inc.; 1995 - Present Board of Directors, American Academy of Diplomacy; 2003 - Present Chairman, Committee for the Republic; 2006 - Present Board of Overseers, Roger Williams University; 2009 - Present Executive Committee, Atlantic Council of the United States; 2009 - Present Advisory Board, Center for Security Studies, Massachusetts Institute of Technology; 2009 - Present Board of Directors, Carnegie Endowment for International Peace.
Mr. Greenberg received a Bachelors in Public Communications from Boston University and Juris Doctor and Masters of Business Administration from Tulane University, where he also served as Associate Dean at the law school.
Rebecca Giffen, Advisor: Ms. Giffen is the Director of Investments, Alberta Enterprise Corporation and has more than a dozen years of experience in the Canadian venture capital industry. Before joining AEC in 2010, Rebecca was Director of Fund Investments for BDC Venture Capital, where she was responsible for managing an extensive portfolio of Canadian venture capital and private equity fund investments. Rebecca has a strong background in portfolio management, conducting industry research, performing financial analysis and undertaking due diligence. Rebecca also spent several years as an Investment Analyst with BDC’s Information Technology group. Rebecca holds both MBA and Bachelor of Commerce degrees from the Haskayne School of Business at the University of Calgary.
Michael Harris, Advisor: With over twenty-five years of dedication to public service, Mr. Harris is one of a growing number of business specialists at Goodmans. As former Premier of Ontario, Mr. Harris has unique expertise in shaping public policy and managing stakeholder issues. His knowledge of government and business in combination with a strong network of national and international contacts will provide our clients with senior level advice on business strategy.
Mr. Harris continues to demonstrate his commitment to Ontario 's children and youth as chair of Ontario 's Promise, a partnership between the public and private sector to create a brighter future for Ontario 's young people. In addition to sitting on several boards of Canadian corporations, he also serves as a Director of the Tim Horton Children's Foundation, and sits on the Board of Vince Carter's Embassy of Hope Foundation For Children. Mr. Harris was recently named a Senior Fellow of the Fraser Institute, a leading Canadian economic, social research and education organization..
Rebecca Kauffman, Advisor: Ms. Kauffman is President and Chief Operating Officer of Southern Ute Alternative Energy, an operating entity of the Southern Ute Growth Fund. The Southern Ute Growth Fund was established and is operated by the Southern Ute Indian Tribe. The Growth Fund represents a diverse group of businesses and investments, functioning as a merchant bank with direct ownership of its many operating companies. Its offices are located in Ignacio, Colorado, with interests and businesses located in several states across America. Rebecca joined the Southern Ute Growth Fund in August of 2007 to explore business expansion into the alternative and renewable energy sectors. Prior to joining the Growth Fund, she was an Executive Director at Morgan Stanley Inc. within the Institutional Operations Security Group in strategy and planning. Her work focused on operations and technology infrastructure development. Rebecca has extensive project experience in large capital projects related to building and optimizing supply chains, operations, and infrastructure. The majority of her work has been in the manufacturing and service industries. She has a BS in biology from the University of Oregon and MS in environmental engineering from Stanford University.
Dr. Bill Madia, Advisor: Dr. Madia is currently VP at Stanford University responsible for oversight of the Stanford Linear Accelerator Center. Dr. Madia retired from Battelle in 2007 after a 33-year career. His last position at Battelle was Executive Vice President for Mergers and Acquisitions. Prior to that, he was responsible for Battelle’s $4 Billion, 15,000 person Laboratory Operations business, including the management or co-management of six Department of Energy national labs: Pacific Northwest, Brookhaven, the National Renewable Energy Laboratory, Oak Ridge, Idaho National Laboratory and Lawrence Livermore National Laboratories. In this role, he managed more than $900 million of energy research and development in such areas as clean coal technology, renewable energy and energy efficient technologies, next generation nuclear reactor development, and improved energy transmission. This portfolio also included major programs focused on global climate change and carbon sequestration. Previously, Dr. Madia served as Director of the Oak Ridge and Pacific Northwest National Laboratories. Dr. Madia has also managed Battelle’s global environmental business and served as president of Battelle Technology International. Throughout his career, Dr. Madia has successfully focused on commercializing a vast array of energy and power technologies.
Dr. Madia has received the Secretary of Energy's Gold Award, the Energy Department's highest honorary award; the DOE Distinguished Associate Award; he was nominated for the National Medal of Technology; and named “Laboratory Director of the Year” in 1999 by the Federal Laboratory Consortium.
Dr. Madia received a Bachelors and Masters in Chemistry from the Indiana University of Pennsylvania and a PhD in Chemistry from Virginia Polytechnic Institute.
J. Scott Magrane, Advisor: Mr. Magrane is a Managing Director with Coady Diemar Partners (“CDP”). Prior to founding CDP, he spent more than 26 years advising power related enterprises including utilities, independent power companies, rural electric cooperatives, governments and energy technology companies. That time includes 15 years with Goldman Sachs & Co. where his responsibilities encompassed all manner of corporate finance and strategic advisory activities and the creation of the firm's Energy Technology effort. Scott spent 10 years with Blyth, Eastman Dillon & Co. and Paine Webber where he specialized in energy and power project finance.
Mr. Magrane received a
Bachelors from the College of Wooster and an Master's
of Business Administration from the Wharton School of
the University of Pennsylvania .
Advisor: David Milenthal is the CEO of The
Milenthal Group, a unique new marketing firm dedicated
to helping new energy start-ups and early stage growth
firms develop a mainstream marketing profile. Mr. Milenthal
began his career as a Midwest public affairs consultant
in the late 1970's creating ballot campaigns for candidates,
business and labor concerns in 10 states. Building on
that initial visibility, Mr. Milenthal converted the
strategic communication experience that comes from public
affairs into the building of Ohio's largest commercial
advertising/PR/interactive agency, now called Engauge,
which he sold to a NY consortium in 2007. For over 30
years, Mr. Milenthal served as agency of record for
Ohio investor owned utility companies, working with
the Ohio Electric Utility Institute, American Electric
Power, First Energy and Cinergy (now a part of Duke).
He became a lecturer on public policy messaging affecting
the electric industry. This past year Mr. Milenthal
joined with new energy and environmental groups to help
promote and pass Ohio's unique new advanced energy mandate
law which includes short and long term benchmarks for
utility purchase of renewable energy expressly produced
through Ohio-based manufacturers and generators. Mr.
Milenthal's devotion to communicating transformative
public policy does not stop with energy. In 1996, he
was picked by national industry bible, Advertising Age,
as one of the top ten national People to Watch for spearheading
a campaign to galvanize the ad industry around reforms
in advertising cigarettes to children.
Governor George Pataki, Advisor: Governor George E. Pataki joined the law firm Chadbourne and Parke, LLP in 2007 as Counsel, focusing on their environmental, energy and infrastructure practice areas. The Governor also is the founder and Chairman of Pataki-Cahill Group, a consulting firm concentrating on climate change, energy and the environment. He served three terms as the 53rd governor of New York State, from 1995 through 2006. Widely known for his protection of over one million acres of open space, Governor Pataki balances his pro-business philosophy with award-winning, cutting-edge policies in the renewable energy and environmental fields.
Governor Pataki is a graduate of Yale University and received his J.D. from Columbia Law School.
Clark Phippen, Advisor: Clark has nearly
40 years of experience in the energy, chemical and utility
industries, most recently as the Director of Business
Development for Conectiv, now a part of Pepco Holdings.
Prior to that, Clark was the Director of Investor Affairs
and Director of Business Development for the DuPont
Company. Before joining DuPont, he held executive positions
in refining, marketing and marine operations in the
U.S. and Europe with two international petroleum companies,
Mobil and Conoco. Clark serves on the Delaware Public
Employees Retirement System (DEPERS) Investment Committee
and on the Business Advisory Board of AMT Ventures.
Clark received a BS
degree from Trinity College and an MBA degree from the
Harvard Graduate School of Business Administration.
Jean-Paul Reich, Advisor: After his engineering studies, Mr. Reich graduated from the “Ecole Nationale Supérieure des Arts et Métiers”, joined the Gaz de France group in 1982. He held several positions in the fields of distribution and transmission of natural gas, and then moved into Sales & Marketing in the sectors of metallurgy and materials. From 1998, he took over the development of the first large power plants to be built by the group (DK6, an 800 MW power plant in Dunkirk, which started up in 2005; and CyCoFos, a 520 MW power plant in Fos-sur-Mer, construction of which began in 2007 and which will start up at the end of 2008). These two power plants use both natural gas and steel gases from ArcelorMittal steel plants. Mr. Reich joined the Steering Committee of Gaz de France (now GDF SUEZ) Research Division in September 2007. His role is to develop the group’s activities in the fields of capture, transportation and storage of CO2 and to develop new concepts for electricity production. He is also in charge of managing GDF SUEZ’s Investment Capital operations in the area of CleanTech start-ups.
Laurence Rose, Advisor: Mr. Rose is a Senior Managing Director at Cantor Fitzgerald in New York , whose responsibilities include executive oversight of a number of business units, joint ventures, and investments.
Prior to joining Cantor
Fitzgerald, Mr. Rose was founder and CEO of CollectiveBid
Systems Inc. and its wholly-owned investment dealer
subsidiary, CBID Markets Inc., which launched Canada
's first Alternative Trading System. With 15 years experience
in the investment and technology sectors, Mr. Rose has
been an innovator in the electronic fixed income trading
industry. His professional experience includes positions
with RBC Dominion Securities Inc., Dow Jones Markets
Inc. and Bridge Information Systems.
Mr. Rose has served on various financial services industry
regulatory advisory committees including the Ontario
Securities Commission's Bond Market Transparency Committee.
He has a Bachelors in Economics from Concordia University.
Advisor: Rob Soni is a Special Limited Partner at Matrix Partners, a Director at several private and public companies, and Chairman of ZippSlip. Before joining Matrix Rob was Managing General Partner at Bessemer Venture Partners where he led the firm’s investments in Powertel (sold to Voicestream for $8.7B), Sirocco (sold to Sycamore for $2.7B), Bladelogic (NASDAQ:BLOG before being bought by BMC for ~$900M), and Broadsoft (NASDAQ:BSFT), among others. Prior to BVP Rob was an Associate in the Boston office of the Boston Consulting Group where he worked with industrial, technology, and health care clients. Rob is a past member of the Executive Committee of the National Venture Capital Association, the Global Semiconductor Alliance, and several charity, educational, and foundation boards. Over the course of his career Rob has produced aggregate transaction value of over $19B, with his most recent exit being the ~$370m purchase of Icera by nVidia in the summer of 2011.
Rob is also an active private investor in over 15 private companies and advises several venture firms. Rob is an honors graduate of Harvard College and a Rotary Scholar. Rob enjoys tennis and squash and lives in Boston with his wife and two children.
Advisor: Marty Toomajian is the President of Battelle’s Energy, Environment, and Material Sciences Global Business Unit. This business unit serves commercial and U.S. Government clients with contract research, professional services, product development, and test and evaluation services. Some of the specific areas of expertise within Marty’s group include: bio-fuels from cellulosic feeds, carbon gasification; carbon sequestration; fuel cells and power storage; advanced membranes; fuel reformers; electric grid response and management; pipe line integrity and fatigue analysis; water treatment and purification; ocean and marine spatial planning; environmental risk assessments and mitigation; advanced materials development; and energy systems.
Marty joined Battelle in 1995 as a principal research scientist where he initially conducted applied research in support of the U.S. and Russian chemical weapons demilitarization programs and managed Battelle staff in both client and Battelle laboratories throughout the U.S. He quickly transitioned into operations management where he managed more than 3,400 scientists, engineers, and technicians conducting over $800M in annual business for all of Battelle’s global businesses.
Prior to joining Battelle, Marty worked briefly for Science Applications International Corporation and was an officer in the U.S. Army. While in the Army, Marty attended graduate school and taught general chemistry and chemical process engineering at the United States Military Academy at West Point, New York. His prior worked focused on alternative/improved fossil energy and environmental protection/restoration.
Marty is a recent Distinguished Graduate of the Industrial College of the Armed Forces where he earned a Masters Degree in National Resource Management. Marty also earned Master of Science and Bachelor of Science Degrees in chemical engineering from Michigan State University and the University of Michigan respectively. In addition, Marty has taken numerous executive education business classes from the University of Michigan, Ross School of Business, is a licensed Professional Engineer in the State of Ohio, and is a co-author on one U.S. patent.
Dow Chemical (Dow): With annual sales of $54 billion and 46,000 employees worldwide, Dow is a diversified chemical company that combines the power of science and technology with the “ Human Element” to constantly improve what is essential to human progress. The Company delivers a broad range of products and services to customers in around 160 countries, connecting chemistry and innovation with the principles of sustainability to help provide everything from fresh water, food and pharmaceuticals to paints, packaging and personal care products.
Export Development Canada (EDC): EDC is Canada 's export credit agency, offering innovative financing, insurance and risk management solutions to help Canadian exporters and investors expand their international business. Every year, EDC's knowledge and partnerships are used by over 6,400 Canadian companies and their global customers in up to 200 markets worldwide. Approximately 90 per cent of EDC's customers are small and medium-sized businesses. EDC is a Crown corporation wholly owned by the Government of Canada. The corporation is financially self-sustaining and operates on commercial principles. EDC is a recognized leader in financial reporting, economic analysis and has been named one of Canada 's Top 100 Employers for seven consecutive years.