Principal and Founder, Abacus Property Solutions LLC
Bio: Abby Johnson is President of Abacus Property Solutions, a real estate advisory firm representing owners in the development and financing of commercial energy efficiency projects. She brings 16 years of commercial real estate financing and technical assessment expertise to the energy efficiency space. Abby founded Abacus to be an unbiased central resource for building owners in implementing energy saving projects that increase net cash flow and cash-on-cash returns. Over the past four years, Abby has specialized in the PACE marketplace - advising building owner, investor and public sector clients. She received a Bachelor of Architectural History from the University of Virginia, a Master in International Economics and Management from Bocconi University in Milan and is a LEED AP O&M.
exec director, the vote solar initiative
Bio: Adam is the co-founder and Executive Director of Vote Solar, a non-profit advocacy organization with the mission of bringing solar energy into the mainstream. Vote Solar was founded in 2002, and since then has been working on implementing pro-solar policies at the state level, with the goal of jumpstarting the national transition to renewable energy. Vote SolarÕs headquarters is in Oakland, California, with 18 advocates in offices in Denver, Boston, and Washington DC, working to advance solar markets around the country.
Prior to Vote Solar, Adam spent eight years with the U. S. Environmental Protection AgencyÕs San Francisco office, where he won the AgencyÕs top pollution prevention award for developing a program that reduced air emissions of mercury. Adam received a BA with Distinction from Swarthmore College in 1992, and served with the Peace Corps in Guinea-Bissau, West Africa.
Managing Director, David Taussig & Associates, Inc.
Bio: Andrea Roess, Managing Director at David Taussig and Associates, Newport Beach office. Ms. Roess has a background in finance and public policy analysis. Since joining DTA in 1992, Ms. Roess has helped public agency clients to establish and implement programs to fund public infrastructure and services. Ms. Roess is the Orange County/Inland Empire regional team leader for the Association of Women in Water Energy and Environment and the assessment administrator for the HERO Program in California.
Ms. Roess holds an M.B.A. degree with a concentration in finance from San Francisco State University, and a B.A. in psychology/public policy analysis from Pomona College.
President, Lean & Green Michigan
Bio: Managing Partner, Levin Emergy Partners, LLC
Executive Vice President of Market Development & External Affairs, Renovate America
Bio: As the Executive Vice President of Market Development and External Affairs, Ari oversees the company's market expansion, its strategy for deepening community offerings, and its relationships with key partners and policymakers. Ari served as the Special Assistant to President Obama and Director of Private Sector Engagement, bridging the private sector and the Administration and developing policies that spurred job creation and long-term economic competitiveness. He is the Co-Founder and Chairman of Young Invincibles, a national organization dedicated to improving economic opportunities for 18 to 34 year olds. While VP of Strategy and Community Impact at The Rhode Island Foundation, Ari leveraged over $500 million in affordable housing investment and created thousands of jobs. Ari graduated Magna Cum Laude and Phi Beta Kappa with an B.A. in Political Science from Brown University, and Cum Laude from Georgetown University Law Center, where he was a Public Interest Law Scholar.
Executive Director, Florida Development Finance
Bio: Bill Spivey is the Executive Director of the Florida Development Finance Corporation, a state-wide conduit issuer for the issuance of traditional tax-exempt bonds and PACE special assessment revenue bonds. His background includes serving in both the private and public sectors as a Series 7 and 63 licensed Investment Banker / Financial Advisor and as an AICP-Certified Urban and Regional Planner. He also has served as an adjunct professor with the Emanuel University, Griffiths School of Management at in Oradea, Romania teaching Entrepreneurship. Bill is a graduate from the University of North Carolina at Chapel Hill.
Executive Director, Natixis
Bio: Brock Wolf is an Executive Director on NatixisÕs ABS Banking team, charged with the origination of esoteric or off the run ABS opportunities. Brock has over 15 yearsÕ experience originating and structuring asset backed transactions across a wide variety of asset classes and structures. Over the past two and a half years, Brock has been charged with leading NatixisÕs residential PACE warehouse financing and ABS underwriting efforts, with Natixis having sole lead managed 4 residential PACE securitizations to date.
Previous to joining Natixis in January 2013, Brock worked in the ABS departments of Lehman Brothers and UBS and also served as head of Asset Backed Capital Markets at NewOak Capital and Brevet Capital.
Brock holds a bachelor of arts degree from Harvard University.
Central Regional Executive - Midwest, Ygrene Energy Fund
Bio: Byron DeLear is an author, enviro-entrepreneur, media producer, and twice former U.S. House candidate. Byron is Managing Director and Central Regional Executive - Midwest for Ygrene. As such, he oversees Ygrene’s programs in Missouri and the firm’s jurisdictional expansion in the Midwestern region of the United States. Byron is an expert on sustainability policy and, as the founder and former CEO of Energy Equity Funding (EEF), one of the nation's pioneering PACE program administrators. EEF has designed, implemented, and administered PACE programs since 2010 and was acquired by Ygrene in 2017. In 2009, Byron founded the Missouri Association of Accredited Energy Professionals (MAAEP) which was instrumental in helping organize contractors within Missouri’s clean-energy industry. In 2010 Byron helped build the coalition to pass Missouri PACE clean-energy legislation by testifying in legislative hearings and conducting educational sessions at the Capitol and statewide to various stakeholder groups. He was instrumental in the design and launch of PACE programs in Missouri and in several PACE jurisdictions in Arkansas. In 2013, Byron was a principal in designing and launching Set the PACE St. Louis (www.setthepacestlouis.com) which has on a per capita basis provided more total open-market C-PACE funding than any other individual PACE jurisdiction in the United States. Byron has spearheaded several triple-bottom line initiatives such as Set the PACE St. Louis’s minority and women contractor inclusion program. On behalf of Ygrene, in 2017 Byron received the Community Partner Award from MOKAN, the region’s leading minority contractors association. He has been a featured presenter on PACE financing at the Atlantic Council in Washington DC, Midwest and Climate Policy Conferences (2010 and 2011), PACE Nation Summits (2016 and 2017), and is the recipient of the Energy Efficiency Champion Award from Renew Missouri.
President, Keeping PACE in TX/Texas PACE Authority
Bio: Charlene Heydinger is president of the Texas PACE Authority, the nonprofit administrator of Texas PACE programs and executive director of Keeping PACE in Texas, where Ms. Heydinger led the PACE legislative effort and the collaborative PACE in a Box model program design process involving 130 stakeholder volunteers. She worked on Capitol Hill, serving as general counsel to the House Republican Leader, Bob Michel, minority general counsel to the Senate Judiciary Committee, and minority counsel to the House Judiciary and Energy and Commerce Committees. As vice president and Washington counsel for ABC, Inc., Heydinger represented the companyÕs television and radio networks and owned stations, ESPN, and print interests for nine years. She served as executive director of the Morton and Angela Topfer Family Foundation. Heydinger is a member of the Texas, Washington, DC, and Michigan Bar Associations.
Sr. Director of PACE Financing, OHIO PACE
Bio: As the Director of PACE Financing for the Greater Cincinnati Energy Alliance, Chris oversees all aspects of the PACE Program Administration functions for both of their brands: Ohio PACE and Energize Kentucky.
Since joining the Greater Cincinnati Energy Alliance in 2010, Chris has been in various management roles including oversight of the following: Home Performance with ENERGY STAR program, GC-HELP residential loan program and most recently the PACE Program Administration services in Ohio and Kentucky. Chris and the Energize Kentucky PACE program authored the Kentucky “PACE in a Box” manual in collaboration with the Kentucky State Energy Office.
Prior to joining the Energy Alliance, Chris was General Manager for contracting companies within the spray foam insulation and heating & cooling services. Additionally, he was a Sales Leader for a green products showroom in Cincinnati.
Chris received a BS in Environmental Sciences from the University of Kentucky and while at UK lettered as a basketball walk-on. Chris has been a subject matter expert speaker at numerous energy efficiency and PACE financing seminars and conferences throughout the regional and nation.
Project Developer, Borrego Solar Systems
Bio: Chris Otness is a solar project developer with Borrego Solar Systems, Inc. focused on the commercial and industrial sectors. Borrego Solar is the largest private EPC in the U.S. offering a full range of solar, energy storage, and PV O&M services.
Prior to Borrego Solar, Chris spent three years at the U.S. Department of Energy in a variety of roles monitoring loan guarantees issued by the agency. While with Borrego, he has developed five solar projects across northern and central California totaling ~$23MM in project costs including the largest solar PACE financed deal in the U.S. to date.
Director, Community Engagement, Renovate America
Bio: Chris Peterson is the Director of Community Engagement for the HERO Program. In this role, Chris leverages his more than 12 years of experience and insider knowledge of the real estate industry to lead his team in providing direct support and guidance to real estate professionals working with HERO property transactions.
His team's outreach efforts to educate and inform the real estate community is creating awareness and understanding of the HERO Program throughout the industry in California.
Prior to joining Renovate America, Chris served his clients in both Washington and California as a real estate agent and managing broker. Chris also brings several years of licensed appraisal and general contractor experience as well.
Chief Executive Officer, Renew Financial
Bio: Cisco DeVries is Founder and CEO of Renew Financial, one of the nationÕs largest
clean energy finance companies. Renew Financial is the leading provider of the
Property Assessed Clean Energy (PACE) model of financing energy and water
efficiency and renewable upgrades to homes and businesses. Invented by Mr.
DeVries, PACE has been used to finance more than $2 billion in clean energy
projects across the country. PACE is a central component of a major White House
clean energy and energy efficiency initiative unveiled in 2015, and it was also
named one of the top 20 Òworld-changingÓ ideas by Scientific American magazine.
Renew Financial, which Mr. DeVries founded in 2008, provides financing through
PACE and its energy loan products in states from California to New York. The
company regularly accesses the institutional capital markets through rated
securitizations and other transactions.
Prior to founding Renew Financial, Mr. DeVries spent 15 years in politics and policy
in a number of public and private sector roles. From 1996-1998 he served in the
administration of President Bill Clinton as an aide to the U.S. Secretary of Energy
and the U.S. Secretary of Transportation. He also served as Chief of Staff to the
Mayor of Berkeley, California, where he envisioned and led the initial development
of BerkeleyFIRST, the original model for PACE.
Managing Partner, GNE Finance
Bio: Davide, engineer by training and with and MBA from Esade Business School, has operated in the last ten years in the Energy Efficiency market. Serving as CFO and in the board of directors of a Spanish ESCo company - Enertika - Davide has designed, structured, negotiated, financed and managed 30+ projects in energy efficiency for a value in excess of 75M€ in five countries of three different continents.
In 2016 Davide left Enertika Group (even though he is still a shareholder) to launch its own project, GNE Finance, a company whose goal is to bring on tax PACE financing in the European market.
Bio: Doug represents borrowers, developers, underwriters and lenders in a range of tax-advantaged structures using tax-exempt bonds and leases, state and federal tax credits and commercial debt. He has handled transactional matters in more than 40 states.
He has significant experience handling financing for economic development, solid waste, renewable energy (including solar, wind, hydro, biomass and biogas) and energy efficiency projects. Recently, he has devoted significant effort to property assessed clean energy (PACE) legislative and financing initiatives. As part of this experience, he has completed financings using production and investment tax credits, new-markets tax credits and other federal and state incentives. He represents and negotiates with all types of transaction participants, e.g., local, state and federal governmental issuers and sponsors, banks and financial institutions, lenders and lessors, equity investors, credit enhancers, rating agencies, nonprofit and for profit borrowers, lessees and guarantors, contractors, accountants, and technical and feasibility consultants.
Director, Policy and Market Development, PACENation
Bio: Elyssa joined PACENation in January 2016 after working as a Director at NY State's PACE program for 4 years. She has spent her career working in the clean energy sector, primarily under several marketing and outreach contracts for the New York State Energy Research and Development Authority (NYSERDA). Elyssa graduated from New York University with a bachelor's degree in social entrepreneurship, and received a Professional Certificate in Fundraising from NYU in 2014.
Chief Executive Officer, Dividend Finance
Bio: Eric is the CEO of Dividend Finance, LLC, a leading financing provider to the U.S. residential renewable energy and energy efficiency market. Eric previously founded Dividend Solar, which pioneered the U.S. residential solar loan financing product. Earlier in his career, Eric was an Investment Professional at American Infrastructure MLP Funds (ÒAIMÓ), a real-asset focused private investment firm based in the San Francisco Bay Area. Eric played a critical role in sourcing and executing a quarter of AIMÕs total platform investments, and was integrally involved with the management of three AIM portfolio investments, including Landmark Dividend, the leading aggregator of cell-tower and billboard easements in the world. Eric joined AIM from Bank of America Merrill Lynch, where he was an Associate in the BankÕs Global Energy and Power investment banking group based in London and Houston. Eric graduated summa cum laude from Tulane UniversityÕs A.B. Freeman School of Business with a major in Finance and minor in Political Science. Eric is actively involved with his alma maters, serving on the Tulane University Alumni AssociationÕs Board of Directors, as well as The McDonogh SchoolÕs Board of Visitors.
Vice President, PACE Equity
Bio: Ethan Elser is the Vice President of PACE Equity, the leading CPACE project developer and funder on a national basis. Ethan is responsible for PACE EquityÕs sales channel, company expansion, marketing and co-manages the active projects. He has a background in commercial real estate development and asset management. While he has been with PACE Equity, the company has grown from 3 people to 22 and has a local presence in every active CPACE market.
Senior Managing Consultant, Public Financial Management / PFM
Bio: Felicia Williams is currently Senior Managing Consultant in the Environmental Finance practice at Public Financial Management, an SEC-registered Municipal Advisory firm serving government clients. Ms. Williams background is in public policy and finance, with specialization in economic development, infrastructure, and environment.
Managing Member, Energy & Sustainability Services
Bio: George Caraghiaur has a 30 year track record of leadership and innovation in energy and sustainability, with hands-on experience in management, finance, sales and marketing, operations, and engineering. He is the author of A Guide to Energy Service Companies, published by The Fairmont Press.
Mr. Caraghiaur currently is the managing member of Energy & Sustainability Services LLC and serves on the board of directors of PACENow. Previously, he was the Senior Vice President, Sustainability for Simon Property Group, the nation’s largest Real Estate Investment Trust, where he was responsible for developing and implementing the company’s sustainability strategy, including energy efficiency, waste recycling, renewable energy, tenant engagement, sustainable construction, and transparent reporting. Mr. Caraghiaur was instrumental in the industry-wide recognition of Simon’s sustainability practices, which resulted in back-to-back Leader in the Light Awards for eight consecutive years from the National Association of Real Estate Investment Trusts (NAREIT) and inclusion in the CDP’s Global 500 Carbon Disclosure Leadership Index for greenhouse gas reporting.
Prior to joining Simon, Mr. Caraghiaur was a consultant to energy service providers and utility companies, and worked in the U.S., Canada, Europe, and Asia on energy deregulation issues. Previously, he was President of FPL Energy Services, Inc., a provider of energy performance contracting services to Fortune 500 companies.
Mr. Caraghiaur holds a Master of Science from Penn State University, and a Bachelor of Engineering from École Polytechnique de Montréal. He is fluent in English, French, Romanian, and Spanish and he has a strong working knowledge of Italian and Portuguese.
President, Capital E
Bio: Greg has played substantial roles in developing the clean energy and green building industries, and is a long-time thought leader and investor in the transition to a low carbon economy. He is Managing Director at ARENA Investments LLC - a clean energy impact investment firm, and President of <a href="http://www.cap-e.com">Capital E</a> - which works with cities, corporations and financial institutions to design, scale and implement clean energy and low carbon strategies.<em>åÊ</em>
Greg served as Managing Director of Good Energies, a several billion-dollar global clean energy PE/VC fund. Greg served for 5 years as the Director of Financing for Energy Efficiency and Renewable Energy at the US Department of Energy. He was the Founding Chairman of <a href="http://en.wikipedia.org/wiki/International_performance_measurement_and_verification_protocol">IPMVP</a> and built it into the global energy and water efficiency design and verification standard for $50 billion in building upgrades. Greg helped design the World Bank‰Ûªs large new green building financing program and is a founder of both the American Council on Renewable Energy (ACORE) and the country‰Ûªs first green bank. In 2011 he was the first recipient of the US Green Building Council‰Ûªs Lifetime Achievement Award. Greg Chairs the congressionally established advisory board guiding the greening and energy efficiency of 430,000 federal buildings and served on a National Academy of Sciences board on strengthening US global competitiveness.åÊ Greg earned an MBA from Stanford University, is the author of <u>Greening Our Built World; Costs Benefits and Strategies</u>, and is a Certified Energy Manager. He regularly testifies before and advises governmental entities on energy efficiency and renewable energy, green cities and financing issues, including recently the US Congress, the World Bank, the Israeli Knesset, and the National Academy of Sciences. Greg serves on several clean energy corporate boards, and solar PV powers his family home and electric car.
Senior Director, Government Affairs, Renew Financial
Bio: Jeremy Hutman is the Regional PACE Director for Renew Financial, the innovators of Property Assessed Clean Energy. He has worked with more than 100 local governments in California and Florida to expand access to PACE programs. Jeremy’s career has focused on the relationship between clean energy policy and market development. Prior to working in PACE financing, he managed the local implementation of several innovative programs including the California Solar Initiative, Multifamily Affordable Solar Housing, Energy Upgrade California, and the Better Buildings Neighborhood Program.
Chief Executive Officer, Greenworks Lending
Bio: Jessica founded Greenworks Lending and PACE Financial Servicing in 2015 to build upon and expand the award-winning PACE model she developed for the state of Connecticut. Greenworks Lending, based in Stamford CT and active nationally, is a commercial PACE origination and financing company. Jessica led the design and management of the C-PACE program at the CT Green Bank. In its first two years, the program financed $75 million in clean energy projects and executed the first securitization of commercial efficiency assets – more than doubling the volume of PACE transactions between 2013 and 2014. In 2014, she was named a “Champion of Change” by the White House for solar deployment. The Hartford Business Journal dubbed her a “Green Warrior” for her work to design the successful Connecticut C-PACE program.
Vice President for Market Expansion and Policy, Renovate America
Bio: As Vice President of Market Expansion and Policy at Renovate America, the leading provider of residential Property Assessed Clean Energy financing in the country, Jewel is responsible for shaping Renovate America’s policy agenda as well as its process for evaluating and capitalizing on new market opportunities. Before joining the company, Jewel served in the Obama Administration as Special Assistant to the President and Deputy Director of the Office of Intergovernmental Affairs at the White House. In her capacity at the White House, Jewel was responsible for leveraging the Administration’s relationships with state elected officials to advance the President’s policy agenda throughout the country.
Prior to joining the Obama Administration, Jewel led former Massachusetts Governor Deval Patrick’s Washington office where she advised the Governor and his Cabinet on strategies for securing federal support for key state initiatives. During her tenure, she lobbied for and secured over $1 billion in new federal investments to support Patrick Administration priorities.
Jewel received her undergraduate degree from Howard University and master’s degree from the John F. Kennedy School of Government at Harvard University. She is originally from Decatur, GA and currently lives in San Diego, CA.
Co-Founder & CFO, Petros Pace Finance
Bio: Jim has structured nearly a billion dollars in sophisticated fixed-income investments and other investments for institutional and private investors.
As CFO, Jim raises the investment capital for Petros PACE Finance and PetrosÕ other investment funds from institutional investors. He co-leads the firmÕs advisory services, advising private and public clients on alternative investment opportunities and the monetization of various tax credit and other financial incentives. Jim is also an investment committee member for PetrosÕ investment funds, focusing on the financing of growth-stage, lower middle-market companies.
Previously, Jim has worked as CFO and COO at Enhanced Capital, a diversified national asset management firm that provides investment capital to small businesses. Prior to Enhanced Capital, Jim worked at Reservoir Capital Group, a $7 billion New York-based private investment firm. Prior to Reservoir Capital Group, Jim held senior positions in the finance and operations departments of two Fortune 50 companies, Dell and Procter & Gamble.
Jim holds an undergraduate degree in engineering from the University of Texas at Austin and an MBA with a concentration in finance from SMU in Dallas.
Regional Director, Renew Financial
Bio: Joe Livaich is a Senior Director at Renew Financial and has been working for nearly a decade helping city, county, and state governments develop and implement PACE programs. Joe started his PACE work at the City of Sacramento in 2009. Joe was integral to last year's efforts establishing industrywide consumer protections in California via AB 2693. Joe lives in Sacramento with his wife Rosie and son Ante.
Founder and Executive Chairman, CleanFund Commercial PACE Capital
Bio: John has extensive leadership experience from serving as CEO for three companies nationally recognized for their innovation and fast growth. These include Greenline Industries, a biodiesel company with locations in 5 countries, Club One, a fitness club company he grew to over 100 locations and over 1,000 employees, and ClubSource, a specialty finance company. Most recently John was the Managing Director for Clean Energy at Imperial Capital, and also has experience with Bain and Company and Bessemer Venture Partners.
Vice President, Government Affairs and Market Development, Renew Financial
Bio: BIO: Jonathan Kevles is the Vice President of Government Relations at Renew Financial. Renew Financial finances renewable energy, energy efficiency, and water conservation projects for homeowners. Jonathan has worked at AECOM, Sierra Club, Clinton Climate Initiative, and Rocky Mountain Institute, and served as Deputy Mayor for Economic Development under Los Angeles Mayor Jim Hahn, and worked on a variety of political campaigns. Jonathan received his B.A. in Comparative Literature. He holds an MBA and MA in Urban Planning from UCLA. Jonathan, his wife Catalina, daughter Lucia, and dog Hoover live in San Francisco.
Managing Director, Texas PACE Authority
Bio: Prior to moving to Austin, Jonathon lived in the UK and worked for a venture and commercialization firm developing technology startups. He co-founded a University of Cambridge spin-out that is building a mobile clean energy storage system. Jonathon started his career as an engineer at the electric utility Southern Company in environmental and energy policy, before moving to its wholesale division developing some of Southern’s first utility-scale renewable energy power plants. Jonathon holds graduate degrees from the University of Cambridge and Duke University. He also has a BS in Chemical Engineering from Mississippi State University.
Bio: Brian has over 18 years of industry experience, and has worked for Macquarie since 2012, as a Managing Director in Macquarie’s Credit Markets Division in New York. Brian’s team looks to meet client needs for financing, structuring and capital optimization of portfolios of a variety of assets, including green energy assets. Macquarie is one of the largest financers of PACE Bonds in the industry, but also focuses on other assets, including, solar energy credits, unsecured consumer assets, and corporate loans. Prior to joining Macquarie, Brian spent seven years at Bank of America Merrill Lynch in New York.