CleanFund changed the face of energy efficiency financing by accelerating the use of commercial PACE in partnership with lenders. Our strategic relationships with lenders, commercial property owners, energy service companies, clean energy vendors, and public agencies has empowered over $10B in capital across the globe responsible for approximately 10 gigawatts to energy savings.

Focused on capital introductions, fund launches, capital raises, relationship management, Institutional and Broker Dealer sales. 30 years of experience working with Registered and non-Registered Funds, Business Development Companies (BDC), Alternative Investments (PE, Hedge, VC, FOF), UIT’s, ETF’s and CEF. Have broad experience in ESG, Energy E&P, Commercial Real Estate and C-PACE.Collaborated with cross-functional teams, including legal counsel, investment bankers, and marketing professionals, to develop compelling pitch materials and marketing collateral. Orchestrated roadshows, investor meetings, and presentations to engage prospective investors and drive participation in fundraising efforts.Conducted thorough market research and competitive analysis to inform fundraising strategy and positioning. Maintained compliance with regulatory requirements and securities laws governing fundraising activities, ensuring adherence to industry standards and best practices.

https://delmorganco.com/ With over $300 billion of successful transactions in over 80 countries, DelMorgan’s Investment Banking professionals have worked on some of the most challenging, most rewarding and highest profile transactions in the U.S. and around the globe.

Responsible for originating, structuring, and closing C-PACE transactions throughout the country, with a focus on building C-PACE business in California and the PacWest. Joined the development team in 2023 working with real estate developers and owners to secure C-PACE financing on their properties, increasing ROE for themselves and their investors.

Responsible for driving channel sales for five successful IPO’s of new issue closed-end funds and related registered funds of public companies with total assets of $1.3 Billion (SMM, KIO, TSLF, HIE, EGIF). Strategic Capital Introduction Partners:Advisory Research Investment Management, KKR & CO. L.P. (KKR), Prospect Capital Corporation (NASDAQ: PSEC), THL Credit, Inc., Eagle Asset Management, Miller Howard Investments, Salient Partners, L.P., Third Avenue Management, Forester Value Funds, FWCP Student Housing Fund I, Stratum Capital Advisors LLC, Four Wood-RPM Capital HY Municipal Fund I, Spring Mountain Capital, SEMPER, Barkley Real Estate, SmartTrust Unit Investment Trusts, UCM Partners Short Duration Fund and Quantitative Managed Futures Strategy Fund.

Responsible for the RIA and Family Office Sales Intermediary Distribution Channel for the Rydex suite of financial solutions. Work with RIA Diligence Managers and CIO‘s on a daily basis. Responsible for Supporting New Product Launches, Daily Processing of Subscriptions, Redemption's, Distributions, Dividends, Capital Call commitments and Client Service. Developed new business and managed client relationships with Schwab, Fidelity and Pershing Institutional Wealth Service teams. Was the first Los Angeles based Director for the RIA Intermediary Distribution Channel responsible for 500 relationships. Introduced seven new Liquid Alternative Mutual Funds to the Western Region, Chinese Renminbi ETF Trust and multiple Equal Weight ETF’s.

Head of Institutional client relationships; responsible for institutional business development as well as client relationship management. Responsible for the distribution efforts of Waveland Capital Partners suite of financial products in the Institutional Sales Channel. Key member of the leadership team responsible for supporting the sales and marketing activities within the group. Waveland Capital Group LLC is a merchant bank with core investment focus in the oil and gas exploration and production industry, predominantly via limited partnership funded through the FINRA broker-dealer community.

Managed diversified core business marketing BlackRock alternative investments- private equity, fund of funds, hedge funds, exchange funds, 130/30 funds, commodity funds and health science funds. Experience in investment sales, capital call commitments, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions in both private investments and hedge funds.Worked with portfolio managers and portfolio specialists on a daily basis marketing BlackRock investments. Marketed long-only separate accounts, open & closed end mutual funds on Merrill Lynch UMA, MFA and PIA platform. Responsible for 401K investor retirement enrollment meetings and 401K investor educational meetings, marketed Lifecycle and Target Date funds. Expanded the BlackRock Private Investor platform franchise of customized long-only, balanced and fixed income accounts. Developed sales strategies and implemented a business plan with an aggressive prospecting and calling schedule including prospect tracking, database management and reporting.Held same position at Merrill Lynch Investment Management and Mercury Investment Advisors (a division of Merrill Lynch Investment Management) prior to acquisition. Raised $1.3 Billion across all asset classes.

Responsible for marketing alternative investments franchise (fund of funds & single manager investment funds) to family offices, consultants, fund of funds, and foundations. Managed the marketing for the June 2002 launch of the Coast Convertible Arbitrage Fund, L.P., to over 75 funds of funds, family offices and consultants. Held due diligence meetings and investor group luncheons in San Francisco, Dallas and New York to funds of funds, family offices and consultants. The Alternative Investments Group was responsible for sourcing, manufacturing, developing, managing and marketing alternative investment products & investments.Developed and maintained relationships with the capital introduction teams at Lehman Brothers, Deutsche Bank and Merrill Lynch for the Coast Convertible Arbitrage Fund launch. Organized and developed the Coast Convertible Arbitrage Fund investor presentation book. Delivered daily presentations on the Coast Diversified Fund, L.L.C., a fund of funds to, 30 consulting firms, national investment advisory accounting firms and the foundation community. Established relationships for Coast Diversified with 15 broker dealers for private label opportunities and internal distribution. Responded to monthly and quarterly RFP’s from the consultant community, prime brokers and established participation on numerous databases.Responsible for the design and future enhancements of the Coast qualified purchaser web site. Redesigned the Coast weekly performance investor e-mail distribution report.

Marketed Alternative Investments (PE FOF, Hedge) to 90 UBS offices. Established and managed the first alternative investment group for UBS/Paine Webber in the Northeast, Founding member for UBS's start-up Alternative Investment Group, reporting to the firm's Chairman and CEO.Responsible for capital call commitments, marketing eight Hedge funds, nine multi-manager funds and two PE funds through the UBS/PaineWebber broker dealer network. Made daily presentations on distressed debt, health science, biotechnology, technology and merger arbitrage funds. Ranked 1st in sales from 1998-2000, raising $900 million across 19 AI funds.Delivered AI training seminars on sales techniques, how to handle objections, dealing with attorneys and accountants, portfolio diversification and asset allocation. Positioned the division for future growth by establishing and maintaining relationships with over 2,000 financial advisors and holding frequent road shows with portfolio managers and due diligence officers.

Managed and developed the distribution channels for Regent Investors Services a division of Alliance Capital. Made national presentations at NYSE broker dealer conferences on asset allocation, the capital markets, and the consultant sale while pursuing new business. Ongoing responsibilities included establishing “best practice” procedures for achieving company objectives. Developed new business relationships primarily through NYSE Broker Dealers, Pension Plans, Foundations, Endowments, Unions and HNW individuals. Raised $400 million over a four year period.

Marketed real estate shopping centers, apartment complexes and nursing home limited partnerships to National and Regional NYSE Broker Dealers for this diversified real estate and financial services organization. Marketed public and private real estate and healthcare limited partnerships. Made daily presentations on Krupp's investment partnerships to foundations, family offices, and HNW investors. Achieved top sales award in 1998 raising $300 million in four years. The Krupp Companies ­ Raised and invested over $3B of equity through multiple investment vehicles specializing in multifamily and retail properties.

Fundraising in New York & CT multiple real estate income funds and oil & gas drilling and production funds. Made daily presentations emphasizing the mechanics, goals and economic tax benefits of investing in income producing hard assets. Responsible for NYSE broker dealer sales and marketing to home office. Built deep relationships with C-suite decision makers at independent broker dealers, family offices and HNW Investors.

Worked as a roughneck and roustabout on multiple 4,300’ drilling and production rigs in California, Oklahoma, Kansas, West Virginia and Western Pennsylvania. Responsible for compliance with workplace safety programs (OSHA etc.) and organizing and cross-training worker teams for maximum production flexibility. Responsible for assisting with the hiring of personnel and conducting employee performance reviews. Worked with field Managers to direct, maintain, and enforce OSHA safety program for all operations; review safety records to uphold standards of maximum safety for all operators.