RenewFi Press Release - Whole Com Corporation

RENEWFI Jan 28 & 29, 2015 CONTACT Corey Call Topline Accelerator 1402 Marina Way Richmond, CA [email protected] Hosted By New Industry Opportunities in Renewable Finance Richmond, California — This conference brings together Thought Leaders in the Renewable Energy Finance, International Solar Development, Cleantech, Commercial Solar Finance & Renewable Investments to San Francisco. We gather like­minded Solar Developers, Investors and Financiers to create partnerships in creating Large Scale Solar Projects. We connect Important people doing important work. We show how we can benefit each other and this Industry. We show correlations between the Real Estate Industry and Commercial Solar Development. We help new investors profit in the New Solar and Renewable Energy Market through investing in projects and companies. We help to create Fund of Funds to open the pipeline (of the Financial plumbing system), creating Flow and Industry at a faster speed. & Conference attendees will be Presents * Renewable Energy Investors * Impact Investors * Real Estate Investors * Solar Executives * Social & Energy Entrepreneurs * Investment Fund Companies * Commercial Real Estate Owners * CFOs * Accountants * Attorneys Speakers | Program | Registration | Related Events | RenewFi Conference Home Next RenewFi April 29 & 30, 2015, in San Jose, CA. Mark your calendar! RENEWFI • Corey Call • • [email protected] 1 This is not your standard renewable energy conference. RenewFi an
opportunity to meet and chat directly with family offices, investors, energy
investors, heads of crowdfunding, real estate investors, solar developers, and
solar entrepreneurs. This conference brings together the new breed of energy
investors, development partners, real estate and institutional investors under
one platform.
The Soho Loft - The Voice of Capital Formation - is a global financial media
company that is a communication partner for your early-stage equity and
investment strategies. It specializes in corporate strategy and business
intelligence that advance diligent and Innovative investments for startup
entrepreneurs and small and medium-sized enterprises.
Whole Com manages the development of Solar Opportunities throughout the
world. We do this through intimate knowledge of financing/government
programs and through International Solar development partnerships.
RenewFi brings together leading renewable energy investors, venture
capitalists, and entrepreneurs from diverse backgrounds with growth and
service interests in this emerging sector of the financial industry.
As a sponsor for this conference, one would have the unique opportunity to
network and promote their services to more than 100 attendees: accredited
investors, entrepreneurs, and industry partners who are fostering the
growth of this thriving industry. Event sponsors will gain visibility with this
exclusive group of business-savvy, well-educated and high-net-worth
individuals. RENEWFI • Corey Call • • [email protected] 2 RENEWFI Topline Accelerator 1402 Marina Way Richmond, CA FEATURED MODERATORS David Drake ­ Chairman @ Times Realty, Soho Loft, LDJ Capital, Victoria Global David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event­driven global financial media company. Born in Sweden and fluent in six languages, Mr. Drake is a strong advocate of innovative investing in early­stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Because of his leading work in this space, he was a US Commerce Department delegate to the EU Commission in Brussels and Rome, and was invited in May 2013 to the White House Champions of Change ceremony in Washington, D.C. His investment, The Soho Loft, produces and sponsors 150+ global events a year. One such was produced in April 2013 for the institutional media leader Thomson Reuters, with speakers from Nasdaq, NYSE, KKR and Carlyle Group. He continues to advance innovative investing through his work as an international speaker and regular writer for major publications like Forbes and Thomson Reuters. He has co­authored the book Planet Entrepreneur: The World Entrepreneurship Forum’s Guide to Business Success Around the World and is the author of Crowd Fund Economics. His focus today is to take on board advisory positions at companies, angel networks and venture funds, and to guide them on such topics as international regulations, corporate strategy and fund structures, with emphasis on the growing trend of online investment automation for retail and angel investors. Privately, Mr. Drake has hosted the Harvard Business Club of NY at his home, produced Carnegie Hall concerts and raised funds for the charities Trail Blazers and Best Buddies Carnegie Hall for many years. Today he is a board director of the UBS Charity of the Year, London­based Archive International, and is co­chair of the Tree Kangaroo Foundation in New York. Mr. Drake has an MBA in Finance and an MA in International Law and Economics from George Washington University, where he was awarded the Wallenberg Scholarship for academic merit. Corey Call ­ CEO @ Whole Com, Cleantech Director @ Victoria Global Corey is a serial entrepreneur and a self taught finance professional. His current focus is on his Solar Company, Whole Com, where he produces conferences like RENEW FI and develops Solar Farms in locations throughout the world. He understands the compromises one must make to run their own company and enjoys helping others steer & focus their vision. Corey thrives in both environments through Leadership and Teamwork. He brings Vision, Comprehension & Strategy to every group he is involved with. His strong drive and motivating energy inspire groups to solutions. His persistence to work through obstacles shows his determination. His passion and boldest benefits are shown when working with like minded creatives; developing strategy, relationship building and building teams for companies and projects that share a common vision. Through personal development and changing industries Corey has developed a strong intuition of character, Emotional Intelligence and other soft skills. Corey is firm believer in Lifestyle and Health and has his shaped his Life around this Work/Life Balance. This personal inspiration offers these aspects into the companies that he is a part of through being a motivational focus who commands accountability and integrity. Corey has spent over 15 yrs in the events business producing concerts, developing venues, marketing and doing logistics in over 500 events. He has spent the last 5 years studying, researching and doing sales and development work in different aspects of the Solar Industry. He has worked for small internet marketing companies, health food brands and non­profit developing strategy and doing business development. Daniel Robin ­ Managing Partner @ In3 Finance & Renewable Energy Investor Forum Daniel is In3 Finance founder and managing partner. Since 1996, In3 has delivered impact investing, venture development, readiness assessment, de­risking, and project finance assistance to clients and portfolio companies in diverse cleantech industries worldwide. Mr. Robin brings more than 25 years management consulting experience to this work as workshop leader, investor and venture catalyst. Mr. Robin serves on the board of several In3­funded ventures, and as co­founder and senior partner of the Renewable Energy Investor Forum (REIF), an organization dedicated to the growth and sustainable development of the Renewable Energy industry. Daniel graduated from UC Santa Cruz in Computer & Information Science and UC Berkeley in International Business & Marketing, holding certificates in NeuroLinguistics, coaching, and Emerging Markets Finance from Moody’s Analytics. RENEWFI • Corey Call • • [email protected] 3 SPEAKERS & PANELISTS: Curtis Probst ­ Managing Director @ Rocky Mountain Institute Curtis Probst is a Managing Director at RMI, where he leads the Institute’s sustainable finance practice. He also assists RMI’s major practice areas, including buildings, communities, electricity, industry, and transportation, in financial aspects of their research and collaboration activities. He brings 24 years of financial market expertise to a broad range of energy and sustainability issues. Prior to joining RMI, Curtis worked at Goldman, Sachs & Co. for over 15 years in New York, most recently as a Managing Director in their investment banking division. Prior to joining the investment banking division, Curtis was a Managing Director in their fixed income, currency and commodities division. Curtis joined Goldman Sachs as a vice president in their asset­backed securities finance group in 1998. Prior to joining Goldman Sachs, Curtis worked at Salomon Brothers, most recently as a Vice President in their structured and project finance group. He joined Salomon Brothers in 1989 in their financial institutions group, and worked in both their New York and Los Angeles offices. Curtis has participated in over $50 billion of financings secured by a broad range of assets, and has developed innovative solutions to raise capital for both corporate and governmental clients. Scott Jacobs ­ Managing Director & Co­Founder @ Generate Capital Scott Jacobs is a Managing Director and Co­Founder of Generate Capital with Jigar Shah. Scott has more than 20 years of experience as an entrepreneur, investor, executive, and advisor. EFW’s establishment is the result of Scott’s advisory work with investors on new models of risk management, in particular dealing with longer time horizon, cross­cutting themes like resource scarcity and climate change. Prior to EFW, Scott co­founded and helped lead McKinsey & Company’s global CleanTech practice. At McKinsey, Scott advised companies big and small, leading institutional investors, and several national and regional governments around the world. Scott is a frequent guest speaker on topics like energy innovation, economic clusters, and sustainability at premier industry for a, such as Fortune Brainstorm Green, the Cleantech Venture Forum, the Harvard Business and Environment Conference, and the Family Office Circle. Brad Copithorne ­ Vice President @ Renew Fund Brad Copithorne is Vice President of Commercial PACE Programs at Renewable Funding. He is responsible for developing low­cost financing solutions with streamlined underwriting that allow commercial property owners to invest in money­saving energy efficiency and renewable generation projects.Prior to joining Renewable Funding, Brad spent four years at Environmental Defense Fund, an environmental advocacy organization. At EDF, Brad worked with states to implement clean energy finance programs including PACE an On­Bill Repayment. Brad was one of the primary architects of the open­source OBR model that is being implemented by Hawaii. Brad has over 20 years experience in the financial services industry. He started his career at Salomon Brothers/Citi where he worked on fixed income origination and new product development. More recently, Brad worked for Morgan Stanley’s Technology Investment Banking team in Silicon Valley where he covered the enterprise hardware, contract manufacturing and IT distribution industries. In 2008, Brad was a partner at a fixed income hedge fund. In 2009 Brad re­enrolled at Stanford University to study energy policy and graduated in 2010 with a Masters in Civil and Environmental Engineering. Joe Euphrat ­ Managing Director @ Clean Fund Joe has been in the investment banking and real estate business for over 20 years. While at Lehman Brothers and Prudential Securities, he structured over $8 billion in financings for healthcare clients in the US. Most recently, Joe was Managing Director of Capital Markets for Jones Lang LaSalle and founder of Duke Healthcare Capital. He has advised on the structuring and sale of bonds, capital strategy and on overall real estate strategy for clients. Joe has been a guest lecturer at Stanford Business School and the USC School of Public & Health Policy and is an Honors Graduate of the Haas School of Business at UC Berkeley. Now Joe is using this knowledge and experience to help Real Estate clients understand Emily Kirsch ­ CoFounder & CEO @ SFunCube Emily Kirsch is Co­Founder and CEO of SfunCube, an incubator and accelerator helping solar tech entrepreneurs succeed. SfunCube houses over a dozen solar start­ups employing more than 150 people throughout the US and around the world. Prior to starting SfunCube, Emily worked with former advisor to President Obama, Van Jones, at the Ella Baker Center where she launched and led the Green Jobs Corps which is Oakland's first green­job training program, the Climate Action Coalition which drafted and secured passage of the nation's most ambitious Energy and Climate Action Plan, and Oakland Solar Mosaic which RENEWFI • Corey Call • • [email protected] 4 piloted Mosaic’s investment platform on four rooftops in Oakland. Emily co­authored the reports ‘Making Green Work’ and ‘Creating Climate Action in Your Community,’ is a 2011 New Leaders Council Alumni and a 2014 Young Climate Leaders Fellow. Adam Feldman ­ Director @ GSSG Solar Adam manages GSSG’s deal closing process as well as all real estate activities. Adam has overseen the successful debt and equity closings for distributed generation and utility scale projects in the U.S. and works closely with the GSSG team and partners to ensure smooth transaction processes in all active GSSG solar markets. Adam was Senior Manager of Finance & Investment within the Global Special Situations Group at SunEdison where he managed the closing process of a $100MM+ utility­scale solar project that utilized a prepayment, and co­lead efforts into solar asset securitization. Prior to focusing on energy, Adam spent six years with a real­estate hedge fund in Southern California in fund origination and several years before that with Bedford Property Investors completing over $50MM in acquisitions and developments. Adam holds a FINRA Series 7 securities license, received his BA in Business Economics from UCLA and received an MBA from Presidio School of Management. Ty Jagerson ­ CEO @ Village Power Ty Jagerson is CEO of Village Power Finance, a solar development and finance platform for community organizations like universities, churches, schools, towns and local businesses ( Ty was previously President of HelioPower, an integrated renewable energy solutions company with over 3000 systems installed. Ty has over 15 years of experience in renewable energy, technology development and finance. He joined HelioPower through the acquisition of Simple Energies, a renewable energy development company he founded in 2009. Prior to Simple Energies, Ty co­founded SolFocus, Inc., a pioneering CPV firm, and spent 5 years at Xerox PARC commercializing technologies and co­initiating PARC’s Cleantech Initiative. Ty spent 6 years in Eastern Europe and started one of the region’s first ESCO’s. Ty holds an MBA from Wharton, speaks Russian, and holds 4 patents. He is on the board of trustees of the University of California, Merced, the alumni advisory board of Wharton’s Institute for Global Environmental Leadership, and the board of the Portola Valley Schools Foundation. He sits on the boards of product design firm Speck Design, and biofiltration company Azzuro; he is an advisor to biomass energy company Phoenix Energy, a regular lecturer on project finance at Stanford, and a mentor at the TomKat Center for Sustainable Energy at Stanford. Ty has worked professionally in over 25 countries. Bob Hambrecht ­ Director @ Alltrope Partners Mr. Bob Hambrecht serves as the Chief Financial Officer of Full Circle Biochar. Mr. Hambrecht has extensive expertise in investment banking and venture investing in the cleantech venture capital sector as well as in alternative energy project finance. Prior to Full Circle, Mr. Hambrecht served as the Chief Financial Officer of Greenlife International. Previously, Mr. Hambrecht served as Managing Director of WR Hambrecht & Company, in San Francisco. He is a Founding Member of Innovative Investment Bank and served as Head of Equity Capital Markets Division for 5 years. Mr. Hambrecht holds Bachelor of Science in History from the University of California, Berkeley. He holds a Master of Public Affairs in Economic Development, Project Finance and Urban Planning from Columbia University. Ryan Hamilton ­ Founder @ Energy Finance Strategies Ryans company, Energy Finance Strategies ( works with select clients to develop and execute unique development and finance strategies related to distributed energy infrastructure. A particular focus is advising clients in connection with Property Assessed Clean Energy (PACE) financing to realize market growth while mitigating up front execution and long­term risks. With both proven strategic and tactical expertise, our team delivers integrated business solutions that build on our clients’ strengths as part of highly customized, results­oriented program implementations. Ryan also owns Energy Security Group which presides at the nexus of global energy policy, security, technology, and finance. In partnership with both public and private sector clientele, the firm’s specialized advisory and investment team creates tangible, sustainable, and profitable business solutions that enhance and protect our global energy infrastructure. Ryan Wartena ­ CEO @ Growing Energy Labs Ryan directs GELI’s business, marketing, intellectual property and product development. GELI's technology is the culmination of years of work toward integrating the power grid and the information network by implementing networked, balanced and sustainable energy systems incorporating innovative technology with his philosophy of energy awareness. Prior experience includes developing Li‐ion battery architectures and materials, patenting novel energy systems and designs, and integrating RENEWFI • Corey Call • • [email protected] 5 energy storage systems into the grid. Ryan holds degrees in Chemical Engineering from UC San Diego and the Georgia Institute of Technology, where he earned his Ph.D. in 2001. As a post­doctoral researcher at the Naval Research Lab in Washington DC, Ryan set up a battery development & testing laboratory and worked on energy harvesting & microbattery technologies. His development of micro­ and nano­batteries continued at Massachusetts Institute of Technology where he helped drive the scientific team that introduced the world’s first self­assembled battery. RECENTLY ADDED SPEAKERS AND PANELISTS Mark W. Grobmyer – Managing Director @ P80 Group, Chairman @ GTDI / GTED2 Mark Grobmyer currently serves as a Managing Director of the P80 Group Foundation, which has established a Joint Task Force with the Club de Madrid to work to implement the Little Rock Accord. Mr. Grobmyer is also a Founder of the Global Technology Expo for Deployment Demonstration (GTED2) which is being developed to showcase many proven technologies (especially clean technologies) used by cities, corporations, NGOs, governments, development agencies and others around the world to address growing resource shortages. The Global Technology Deployment Initiative (GTDI) aims at engaging the pension funds and sovereign wealth funds, in driving low carbon, climate resilient, sustainable growth and increase investment in the deployment of proven technologies to address climate change challenges and growing resource shortages in the areas of energy, water, clean air and food. Stephan Ouaknine – Managing Partner @ Inerjys Ventures Stephan Ouaknine is founder and Managing Partner of Inerjys. A proven entrepreneur and investor, Stephan has been a visionary leader across multiple technology sectors, from clean technology to telecommunications. His career has spanned three high­tech ventures, creating significant shareholder value with three successful exits. Stephan founded Inerjys with the insight that new deployment approaches and proven technologies could overcome the challenges of the cleantech sector and power a better tomorrow. Stephan is a member of the Clinton Global Initiative, the TED community, and a recipient of the Annual Honoree Award from the Canadian Technion Society. He is frequently invited to share thoughts on entrepreneurship, investing and the clean energy sector at global events. Daniel Kammen – Distinguished Professor of Energy @ University of California, Berkeley Dr. Kammen is the Class of 1935 Distinguished Professor of Energy at UC Berkeley, with parallel appointments in the Energy and Resources Group, the Goldman School of Public Policy, and the department of Nuclear Engineering. Kammen is the founding director of the Renewable and Appropriate Energy Laboratory (RAEL), Co­Director of the Berkeley Institute of the Environment, and Director of the Transportation Sustainability Research Center. He has founded or is on the board of over 10 companies, and has served the State of California and US federal government in expert and advisory capacities. Dr. Kammen was educated in physics at Cornell and Harvard, and held postdoctoral positions at the California Institute of Technology and Harvard. He was Assistant Professor and Chair of the Science, Technology and Environmental Policy Program at the Woodrow Wilson School at Princeton University before moving to the University of California, Berkeley. Dr. Kammen has served as a contributing or coordinating lead author on various reports of the Intergovernmental Panel on Climate Change since 1999. The IPCC shared the 2007 Nobel Peace Prize. He serves on the Advisory Committee for Energy & Environment for the X­Prize Foundation. During 2010­2011 Kammen served as the World Bank Group’s Chief Technical Specialist for Renewable Energy and Energy Efficiency. He was appointed to this newly­created position in October 2010, in which he provided strategic leadership on policy, technical, and operational fronts. He has written extensively and also served for many years on the Technical Review Board of the Global Environment Facility. He is a frequent contributor to or commentator in international news media, including Newsweek, Time, The New York Times, The Guardian, and The Financial Times. Kammen has appeared on 60 Minutes (twice), Nova, RENEWFI • Corey Call • • [email protected] 6 Frontline, and hosted the six­part Discovery Channel series Ecopolis. Dr. Kammen is a Permanent Fellow of the African Academy of Sciences, a fellow of the American Physical Society. In the US, he serves on two National Academy of Sciences boards and panels. Matt Coleman – EVP Project Development @ Clean Focus Matt Coleman leads renewable­energy project origination, development and underwriting at Clean Focus. He has underwritten or invested in renewable­energy projects and companies for the past 11 years. Most recently Matt co­founded and managed The Clean Energy Fund, at one time the largest renewable­energy­focused hedge fund for individual investors and family offices in New York and California. Previously, he helped launch Soliant Energy, a leading concentrating PV (CPV) technology company. Before Soliant, Matt consulted for Competitive Energy Insight (CEI), where he evaluated and advised clients on power projects for schools, commercial, and industrial facilities. Prior to CEI, he was part of the underwriting team at RealEnergy, an independent builder, owner, and operator of distributed generation. RealEnergy was the first third­party financer of solar power in 2001, an innovator of third­party PPAs, and helped re­shape the renewable­energy incentive structure and interconnection process in California. Matt is a CFA Charterholder, and he earned a BA in Environmental Science from Johns Hopkins University and an MBA from the UCLA Anderson School of Management. Ed Church – Executive Director @ Institute for Environmental Entrepreneurship Over the past 30 years, Edward Church has had wide­ranging experience in government, nonprofits and private business. Ed has served as the Executive Director of IEE since 2007. The Institute created and manages the Sustainable Enterprise Cluster at the David Brower Center in downtown Berkeley, where many of the world’s leading environmental organizations are housed. The Cluster is composed of 12 small organizations and consultants. IEE also created the Green MBA program at Dominican University in San Rafael, California and does "R&D on the Triple Bottom Line," evaluating, measuring, refining and elaborating how the interaction of People, Planet, Prosperity define our lives together on Earth. They conduct applied research on urban sustainability, and facilitate formulation of productive policies and practices. Ed Church received his Ph.D. in sociology from the University of California at Berkeley. Stephen H. Leist – Managing Partner @ Piedmont Partners Group Ventures, LLC Stephen manages both Piedmont Partners Group Ventures, LLC, a private equity firm very active in the cleantech space, and PPG, LP a family office that invests broadly. PPGV's offices are adjacent to SFunCube, the Solar Incubator where he contributes time to working with start­ups in the sector. He spent 20 years inside investment banks in Asia and the US. He ran the Asia Pacific Equity Sales and Marketing functions for Salomon/Citigroup from 1999 to 2001, after stints at Morgan Stanley, UBS and Deutsche Bank. From 2005 through 2007 he built Merriman Curhan Ford’s asset management division as the group’s Chief Operating Officer. He is also active member of the Innovation Advisory Counsel of the Japan Society of Northern California. Stephen graduated from Wesleyan University with a BA in History and attended the Falcon Program for Japanese Studies at Cornell University. He is a reader, a skier, biker, coach, carpenter, dad, part­time librarian, student and mentor. Michael Bloomquist – CoFounder @ Open Energy Group Michael is Co­founder and Head of Sales of Open Energy Group, an online investment marketplace for renewable energy debt ( Prior to Open Energy, Michael worked for Morgan Stanley in London on their fixed income institutional sales desk, where he specialized in structured credit, asset­backed securities, and credit solutions. Michael graduated with honors from Harvard University with an A.B. in Environmental Science and Public Policy, and earned a M.Sc. from Oxford University in Nature, Society, and Environmental Policy. Michael rowed for the US National Rowing Team and was a World Champion in 2005. RENEWFI • Corey Call • • [email protected] 7 John McDonnell – Managing Member @ SunRenu Solar Having started and managed companies such as SunRenu Solar, SunRenu Solar Contractors, RE3 Capital, Granite State Crossfit, and his newest venture, business is a passion and hobby. John is a key component in taking SunRenu from inception to large solar projects in several states. Founded in 2009, John’s vision of a green future has come to fruition. Instrumental in local and national solar installations, John is responsible for the oversight of all business operations for SunRenu Solar and SunRenu Solar Contractors. John graduated Summa Cum Laude with a B.S. in Business Finance and a minor in Economics from Southern New Hampshire University. Victoria Vestal – Managing Partner @ Variety Energy Victoria Vestal matches investors with developers in Solar, Biomass and Wind. She works globally to open up new renewable markets as well as new vertical markets (solar in sports, medical, education). She enjoys the commercial space as she feels it is very important to bring solar to our businesses rooftops and carports. She launched a little know solar manufacturer into the US in 2009. Now Trina Solar is a global leader in solar panel market share and brand. She is on the board of the Africa Solar Fund providing solar for medical clinics and schools. Prior to renewable marketing and business development, Victoria was in software and technology marketing efforts at Cisco, Adobe and Yahoo. She was a stockbroker for many years at Charles Schwab and Merrill Lynch. Michael Fakukakis – President and CEO @ Mechatron Solar Inc. President/CEO and founder of Mechatron Solar Inc., a solar tracker manufacturer that develops and sells a complete series of trackers with innovative rotation technology. The company is offering a unique technology proposition to power utilities, solar systems developers, EPCs and private investors to build solar farms with the highest financial returns in the international solar market. He has over 22 years of professional experience on Internet technologies, telecommunications and solar technologies. Since 1999 he has built managerial expertise in supervising and leading professionals to transform technology startups to fast growing companies. Particular emphasis was given to product costs reduction, profit margins improvement, re­engineering of critical business components, design and implement new technology ideas. For the last six years he has been actively working with renewable technologies, especially in solar systems for both on­grid and off­grid projects. Part of his experience is the ability to execute innovative sales and marketing strategies in global, complex and dynamic environments. Holder of Bachelor in Physics from University of Patra Greece in 1989 and Master of Sc. in Electronics Engineering from Santa Clara University, CA in 1992. Katie Bush – Dir, Project Acquisitions & Finance @ Bright Plain Renewable Energy Katie Bush serves as the Director of Project Acquisitions and Finance for Bright Plain Renewable Energy. She joined Bright Plain Renewable Energy in early 2013 and has since transacted on a large portfolio of distributed and utility scale solar projects all across the U.S. Bright Plain, in partnership with a leading global investment firm, invests in, builds, owns and operates solar projects in North America. Bright Plain’s current portfolio includes contracted solar projects in California, Hawaii, Arizona, Nevada, Massachusetts, Pennsylvania, Indiana, and Rhode Island. Prior to transitioning to the acquisition side, Katie worked as a developer, project manager, and financial transaction manager at Boulder­based Main Street Power Company, and later in project finance at Tioga Energy. Katie holds a Bachelor’s degree in International Political Economy from the University of Puget Sound and a Master’s degree in Environmental Policy and Finance from Columbia University. RENEWFI • Corey Call • • [email protected] 8 Scott Purcell – Founder & CEO @ FundAmerica Scott is the founder of FundAmerica, a highly focused technology, software, and compliance services provider to the emerging equity and debt crowdfunding industry. We power the back­end compliance technology for numerous broker­dealers, portals and others who make a business of online formation pursuant to rule Titles II and III of the JOBS Act. He is an active Board member of the Crowdfunding Intermediary Regulatory Association (CFIRA) and the author of the book “The Definitive Guide to Equity and Debt Crowdfunding” as well as the “Industry Best Practices for Funding Portals”. He is the author of CFIRA’s position on “BD and Registered Portal Regulatory Mechanics” and has been an active editor and co­author of numerous other industry papers. As the nascent crowdfunding industry takes shape, Scott brings considerable experience in both securities and internet technology. In 1988 he founded a trust company that managed fixed income instruments for institutional investors, which he sold to a regional bank and built to over $1 billion in assets. Scott also started a bond trading desk, a clearing firm for institutional investors, and published a book “The Guide to Fixed Income Investing”. In 1994 he founded Epoch Networks, one of the world’s first ISP’s, and raised over $60 million in venture capital. As a founding Board member of the Commercial Internet eXchange (CIX), he often represented the nascent industry before Congress and the FCC. In 1999 Scott founded OnAir Networks, raised over $40 million in venture capital and built the first music storage, streaming and downloading services for Sony and Universal. During this time he was retained by the Recording Industry Association of America to advise them on internet technology issues and copyright matters, and to represent the industry before Congress. Elena F. Lucas – CEO at UtilityAPI Elena is co­founder and CEO of UtilityAPI, a SaaS company that automatically and instantly collects utility customer bill and usage data for the new energy economy. UtilityAPI provides the data that solar companies need to sell solar faster. Elena has leveraged her extensive connections in the solar industry to get the UtilityAPI service into the hands of some of the top solar companies. She has utility finance experience and is on the board of Women in Cleantech and Sustainability. Prior experience includes utility scale wind development, research on EV charging station adoption, and policy analysis of Net Energy Metering. She holds a Master’s of International Economics with a focus on econometrics and energy policy from UC San Diego. She also curates a website and newsletter of all the energy, tech, and career development events in the Bay Area, Conference Website: WholeComSolarcom/RenewFi­home | Program | Related Events RENEWFI • Corey Call • • [email protected] 9 RENEWFI Get your TICKETS now! USE DISCOUNT CODE: RENEWFI25VIP for 25% OFF CONTACT Corey Call Topline Accelerator 1402 Marina Way Richmond, CA [email protected] SPONSORS & PARTNERED COMPANIES list subject to change
RENEWFI • Corey Call • • [email protected] 10 Sponsorship Opportunities available by emailing [email protected] RENEWFI CONTACT Corey Call Topline Accelerator 1402 Marina Way Richmond, CA [email protected] Nearby Hotels Hotel Mac 10 Cottage Ave Richmond, CA ​
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