Social Impact and Sustainable investments are capital infusions into companies, organizations, and managed funds who all have the intention to generate social and environmental impact and a financial return. Impact investments can be made in both emerging and well-developed markets, and target a range of returns from below market to market rate, depending on investors’ strategic goals and financial liquidity needs.
The burgeoning impact investment market currently provides capital to address the world’s most pressing challenges in sectors such as sustainable agriculture, renewable energy, conservation, microfinance, and affordable and accessible basic services including housing, healthcare, and education.
Dagda Partners, LLC was founded in 2018 by Harold Graham and Collaborative Fund Partners, LLC (www.collaborativefund.fund). Collaborative Fund Partners was formed to pursue sustainable investments through collaboration of efforts. CFP believes that through the power of collaboration, more things are achievable. The team that makes up Collaborative Fund Partners has years of experience in creating sustainable businesses, early stage investment, and doing well by doing good.
Harold Graham – Co-Founder and CEO
Harold Graham is a formerly registered equities and commodities broker and an advisory board member at OmegaPoint® Partners. Harold lead HW Graham & Associates, an investment banking, fundraising, corporate development, and political consulting firm based in Orlando. During his 25+ year career, he served as a strategic business consultant and investment banker, developed strategic marketing campaigns and distribution partnerships with companies of all sizes. In addition, he spearheaded successful campaigns on behalf of corporate and philanthropic entities. His expertise includes private placements involving equity and debt financing, raising growth and expansion stage capital, and acquisition financing for companies in various industries. He sourced alternative investments for individuals, institutions and family offices and was recently registered with FINRA and the NFA, CFTC and held Series 3, 7, and 63 registrations.
In addition to Dagda Partners https://dagdapartners.com/, Harold has also co-founded many other socially impactful companies including: Better B&B™ https://www.betterbnb.world/, and SlaveFree® http://slavefree.io/
Harold’s belief in following a higher purpose, giving back and doing well by going good serve as his guiding principles in all his business and collaborative projects.
Michael Cameron – Co-founder & Senior Advisor
Mike Cameron is a lifetime entrepreneur. He is a Co-Founder of multiple companies including: National Solar http://natlsolar.com/ Waste to Energy Partners http://www.bolderindustries.com/ I-4 Capital Partners http://i4fund.com/ and JobPath Partners https://yourjobpath.com/ Mr. Cameron, was also the President and CEO and a major shareholder in Zephyrhills Water, and was primarily responsible for developing it from the once small, local company into the largest bottled water company in the Southeastern US. He negotiated the successful sale of Zephyrhills to Perrier/Nestle. Mr. Cameron is a graduate of Georgetown University and holds an M.B.A. from The University of Pennsylvania’s Wharton School. In addition to his business ventures, Mr. Cameron was a member in the Young Presidents Organization, served on the Board of Overseers for Georgetown University, and was the President of the Wharton School Club of Central and North Florida.
Kevin Paateyl– Co-Founder & Chief Development Officer
Kevin Paateyl is an advisory board member at OmegaPoint® Partners. Kevin has dedicated his dynamic career to creating value through focused service and efficiency in the hospitality sector. A serial entrepreneur, Kevin has experience working in multiple countries as a C-level hospitality consultant, founding and exiting several hospitality ventures. His passion for hospitality roots from his family’s hotel business in Tanzania. As CEO, Kevin grew the group’s portfolio bringing the first Best Western flagged property to east Africa. Kevin’s consulting group assisted owner-operated Hotels in efficiencies by implementing technology, revenue management principles, and outsourcing services, allowing clients to scale and grow their portfolio. Kevin holds an MBA from Edhec Business School in France, with a focus on Family Business, has a Master’s Certificate from Cornell School of Hotel Administration in Revenue Management and earned a Certificate in Hotel Real Estate Investment & Asset Management. Kevin is Certified by the American Hotel & Lodging Association as a Hotel Administrator. Kevin is a member of the Young Presidents Organization (YPO), first with the Tanzania Chapter and currently the Orlando Chapter.
Dan Liptak– Co-founder & Chief Technology Officer
Dan Liptak is the CTO of OmegaPoint® Partners, LLC and all its portfolio companies. OmegaPoint® has over 20 operating companies with a combined valuation over 1 Billion dollars. Dan has over 25 years of independent consulting experience in the computer programming industry to date. Dan is a seasoned web developer who developed and managed multiple strategic consumer driven websites including Cambridge Homes and InformedEater. An internship at NASA inspired Dan to join the Information Technology sector. He registered his first domain name in 1998 and has been developing for companies big and small building their online presence ever since. With his experience in the computer industry along with his passion for entrepreneurism and philanthropy, Dan’s attitude informs OmegaPoint® corporate culture.
Robert J. Murphy, CFA®, FRM, CAIA
Mr. Murphy is an accomplished financial industry professional with over 30 years of experience making decisions and achieving goals for clients through increasingly responsible roles in asset management and investment banking. The majority of the past 18+ years has been focused upon active portfolio and risk management, all phases of manager and investment research and due diligence, and senior management of investment products, portfolios and firms. Most recently, Mr. Murphy served as Deputy Chief Investment Officer, Vice Chairman of the Investment Committee, Head of the Total Risk Group and Portfolio Manager for Altegris Advisors through February 2016.
Prior to joining Altegris in 2014, Mr. Murphy served as Chief Investment Officer, Chairman of the Investment Committee, Director of Risk Management and Portfolio Manager for Hatteras Funds, where his contributions helped mainstream liquid alternative mutual funds into the general investing landscape. Prior to joining Hatteras, Mr. Murphy worked with Ivy Asset Management Corp. LLC, a division of BNY Mellon Asset Management, where he served as a Managing Director in the Investments Group and in the Investment Products and Strategy Group. In these roles, he was responsible for investment research and portfolio management, and assisted product development and client communications, respectively. He was also previously a Partner and Director of Risk Management at Meridian Capital Partners, and held senior fixed income investment banking positions with A.G. Edwards, Cowen & Company, Donaldson, Lufkin & Jenrette, and Bear Stearns & Co., Inc.
Mr. Murphy received his Bachelor of Arts and Master of Business Administration degrees from the State University of New York at Albany. He earned his designation as a Chartered Financial Analyst (CFA) and has also earned designations as a Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA).
John Wharton CEO Co-Founder Crypto-Fury
Founder of CryptoFury, a Blockchain payments processing company. Investment Professional with strong business background across multiple industries and functions: Mobile Software, Enterprise Software, Unified Communications, and Payments technologies
Investment Banking, Venture Capital, and Private Equity
Business Development and Corporate Development
• Proven results in emerging, mid-size and large companies
• Managed cross-functional teams across Engineering, Finance, and Marketing
• Strong Capital Markets experience
• Commercialization expertise
• Strong negotiation, deal flow, valuation and alliance management skills
Anousheh Ansari is Chief Executive Officer and Co-Founder of Prodea Systems. As she launched her company on September 18, 2006, she also blasted off for an eight-day expedition aboard the International Space Station and captured headlines around the world as the first female private space explorer. She also earned a place in history as the first astronaut of Iranian descent, the first Muslim woman, and the fourth private explorer to visit space. This was the accomplishment of a lifelong dream for her. As a successful serial entrepreneur and active proponent of world-changing technologies and social entrepreneurship, she along with her family provided the title sponsorship for the Ansari X Prize, a $10 million cash award for the first non-governmental organization to launch a reusable manned spacecraft into space twice within two weeks. This feat was accomplished in 2004 by legendary aerospace designer Burt Rutan in 2004. With the success of the X Prize competition, the Ansari family helped launch a new era in private space exploration. Prior to her space ventures, Anousheh served as Co-Founder, Chief Executive Officer, and Board Chairwoman for telecom technologies, inc. After earning three key U.S. patents and growing 100% sequentially year-over-year since inception, her company successfully merged with Sonus Networks and she served as General Manager and Vice President of the Softswitch division.
Anousheh is a member of the X Prize Foundation’s Vision Circle, as well as on its Board of Trustees. She is a life member in the Association of Space Explorers and on the advisory board of the Teacher’s in Space project. She has received multiple honors, including the World Economic Forum Young Global Leader, Ellis Island Medal of Honor, DFW International Community Alliance Hall of Fame Award, the Working Woman’s National Entrepreneurial Excellence Award, George Mason University’s Entrepreneurial Excellence Award, George Washington University’s Distinguished Alumni Achievement Award, and the Ernst & Young Entrepreneur of the Year Award for the Southwest Region. While under her leadership, telecom technologies earned recognition as one of Inc. magazine’s 500 fastest-growing companies and Deloitte & Touche’s Fast 500 technology companies.
Anousheh has served on the boards of not-for-profit organizations such as the Make-a-Wish Foundation of North Texas and the Collin County Children’s Advocacy Center. She currently works to enable social entrepreneurs to bring about radical change globally, with organizations such as ASHOKA, which supports social entrepreneurship around the world, including the Middle East and Central Asia. She runs an annual competition called the “What If?” competition for middle school students to promote free thinking and STEM (Science, Technology, Engineering, and Mathematics) education.
Anousheh earned a bachelor’s degree in electronics and computer engineering from George Mason University, followed by a master’s degree in electrical engineering from George Washington University. She is currently working toward a master’s degree in astronomy from Swinburne University.
Barry Thompson has spent the last two and a half decades redefining what is possible in the leading edge of innovation; with experience ranging from Wall Street to the US Military, and Information Technology to Energy and Material Sciences. Currently Mr Thompson is active as FTL Holding’s Managing Director. FTL Holding is a management company and investment fund specializing in merging new business strategy with technical innovation, and corporate activism. FTL Holding’s current portfolio includes companies in the Green Tech, Medical Solutions, High Tech, Telecommunications, Financial Services, and Advanced Materials markets. Some of Mr. Thompson’s publicly disclosed FTL activities include Prodea Systems, The Fresnel Companies, and HeroX.
Although Mr. Thompson has spent the last 20 years of his 27-year career predominantly working with financial services companies ranging from micro-transactions, Commercial and Retail Banking, and Capital Markets; he began his career as a consultant, designing Information Technology solutions from embedded robotics and imaging to intelligence and traditional enterprise systems. Some of his clients included MCI, American Mobile Satellite, The U.S. Nuclear Regulatory Commission and other military, government and private organizations. In 1995, he moved to Wall Street, leading the adoption of new transformative technologies in the financial services industry while working for firms such as AIG, NatWest, Lehman, and UBS, where he was Head of North American Architecture and Head of Diligence Services.
Mr. Thompson left traditional Wall Street in 2003 and began incubating emergent technology companies, including co-founding Tervela in 2004, a high performance data and transactions infrastructure company, where he twice served as CEO and is currently a board member.
Mr. Thompson also serves as the Board of Directors Treasurer for the XPRIZE Foundation.
Mr. Leland H. Nolan is the General Counsel and Chief Privacy Officer of Active Response Group Inc. Mr. Nolan serves as the Chief Executive Officer and Chairman of Metronet S.A. From 1988 to December 31, 1995, Mr. Nolan held various executive positions with Spice, served as Vice Chairman of International Initiatives. Before coming to ARG in 2007, he was a founder, owner, and General Counsel of Game Trust Inc. Mr. Nolan served as Chief Executive Officer of Itasca Technology S.L. From 1996 to 1998, he was a Consultant to Infoglobal S.A. Earlier in his career, he was an editor of Playboy Magazine and later joined ICM, then the world’s largest talent agency. He has co-produced more than twelve films and two television series and was head of Orange Entertainment Company, which he co-founded with Orion Pictures. Mr. Nolan served as Chairman of the Board of Orange Entertainment Company. He is a Director of Redirect, Inc. From 1988 to March 15, 1999, Mr. Nolan served as a Director of Spice Entertainment Companies Inc. since 1988. Mr. Nolan has a BA in Economics from the University of Illinois and a JD from The John Marshall Law School
Over the course of a 15-year career in the Financial Services industry, Don Holt has been recognized as a leader in providing investment and practice management solutions to the fee based registered investment advisor community. Don has spent the last 13 years helping advisors develop their practice by leveraging his experience working with advisors across the country and bringing his knowledge of the advisor community directly to each and every practice he works with. Today Don continues to help advisors position their entire practice for continued growth and success. Whether discussing issues related to the capital markets, macro-economic concerns, or how to better develop your office for business development and client retention, Don has demonstrated an understanding and awareness that continues to make his clients and associates think of him as their primary resource for all things related to their business. The primary themes that guides these activities are loyalty to the marketplace and pride in what the advisor community has delivered to the investing public.
Marketing and product leader with 12+ years of experience who has: Managed over $60M in annual spend and $750M in revenues across multiple channels. Launched over 30 products in a variety of e-commerce roles including search and recommendation engines, loyalty programs, CRM systems and product management. Overseen multi-channel marketing and teams of up to 200 people including SEO, SEM, Email, Direct, Affiliates and Brand. Directed a team of 80 engineers, 12 product managers and 12 UX designers to design and launch products focused on marketing automation, e-commerce website/mobile funnel management, and content optimization. Created brand partnerships with top CPG brands. Conceptualized and managed integrated campaigns and promotions with ROI and LTV thresholds.
Naveen Jain is an entrepreneur and philanthropist driven to solve the world’s biggest challenges through innovation. A man who knows no limits, Naveen pushes big dreams into action, spurring massive cultural and technological change. His audacious vision and magnetic personality continually inspires others to follow what feels impossible. The founder of Moon Express, World Innovation Institute, iNome, TalentWise, Intelius, and Infospace, Naveen sees beyond the current business and technological landscape, creating companies that make a true impact.
Peter Apostol got involved in the finance industry at an early age working with two New York hedge funds managed by his family. He later moved to Miami where he studied international finance, marketing, and English at University of Miami School of Business. While in college Peter turned a failing marketing company around and through his network and reach renegotiated contacts to bring the company profitable. After an exit he went to work with a prominent family office syndicating infrastructure investment in Latin America. Peter is passionate about the waste to energy niche and has worked on the technical side of tire recycling facilities. Peter saw the difficulty finding funding for good projects in the fragmented family office space. Later, he partnered with Family Office Networks (FON) to bring family offices together for co-investment opportunities, thought leadership, deal flow sharing, and market insight. Since joining Family Office Networks Peter has helped FON grow to be the largest domestic and international community of family offices globally. FON assist UHNW individuals and family offices review and allocate to various alternative investments. As the company’s only Vice-President, Peter leads all company initiatives and has overseen annual growth more than triple over the last 3 years. Peter lives in Palm Beach, FL where he splits his down time between the golf course and the ocean.
Dr. Robert Kirk
Robert Kirk is a highly effective executive in the finance sector having lead large and small corporations to repeated success. He has exceptional abilities for finding unique funding sources and securing them for companies. When not taking charge of high level projects, he supports C-level executives with valuable advice. His recommendations have consistently resulted in multi-million-dollar windfalls for partners. Specialties: Analysis, strategic planning, creative insight in the execution of the plan to meet client needs, recruiting, and extensive network of colleagues and resources for same. Robert lives in Orlando where he splits his time between work and his family.
Mr. McFarlin is a registered professional engineer, with several patents and technical publications. From July 1993 through July 1998, McFarlin was President, CEO, and Chairman of the Board of Angeion Corporation, a public medical device company developing products in the cardiac rhythm management field (implantable defibrillators and catheter ablation systems). Mr. McFarlin led the company through its development stage into an operating company, then retired in January 1999. He continued to serve as Chairman of the Board through January 2000. From 1990 to 1993, Mr. McFarlin was Co-Founder, President, CEO, and Chairman of the Board of CLARUS Medical Systems, Inc., a private medical device company developing and manufacturing products for the orthopedic and neuro-endoscopy markets. Mr. McFarlin served on the Board of Directors of CLARUS Medical until the Company was acquired in February 2000. From 1985 to 1990, Mr. McFarlin was President and CEO of Everest and Jennings, International, Ltd., a $200 million manufacturer of durable medical equipment for the physically challenged. This Company was acquired in 1990. From 1977 to 1985, McFarlin held several positions at Medtronic, Inc., joining the company as Vice President of Research and Development for pacemakers, leads and cardiovascular instrumentation. He was later named Executive Vice President, responsible for Medtronic’s US Cardiovascular business. Medtronic is the world leader in cardiac rhythm management. From 1964 to 1977, Mr. McFarlin served in a variety of engineering management capacities at Texas A&M University, TRACOR, Inc. (Texas), and Beckman Instruments (California). In 1963, McFarlin earned a Bachelor of Science degree in Physics and Mathematics from Henderson University in Arkansas. His professional career began as Chief Engineer of Texas A&M Nuclear Particle Accelerator Program, while completing a Master of Science degree in Nuclear Engineering.
Mr. McFarlin has previously served on the Board of Directors of: Autonomous Technologies, a public laser eye surgery company (acquired by Summit Technologies), PSICOR, a public cardiovascular company (acquired by Baxter, Inc.); Zero Corporation, a public diversified electronic equipment company (merged with Applied Power, Inc.); FENA Design, Inc. a private durable medical equipment company (acquired by Dane Industries); and POSSIS Medical, a public cardiovascular company (acquired by Bayer Corporation). Mr. McFarlin has also served on the Technical Advisory Board of Med Source Technologies, Inc. (a $150 million public company serving the component manufacturing needs of the medical device industry), as well as serving as Audit Committee Chairman for several public companies and on numerous strategic and planning board committees.
Mr. Koch has advised and co-founded a number of early stage companies, including JobPath Partners, a job posting and training site for military veterans, FabLab, a branded makerspace, and Energy Conversion Partners, a technology agnostic renewable energy center developer with a global presence. Paul is actively involved in the community through the Central Florida Foundation and volunteering as a mentor for the Young Entrepreneurs Academy at the Orlando Science Center. When Paul is not in the office he can be found playing ice hockey in a local league, or competing on the triathlon circuit. Paul is an Eagle Scout and a graduate of Rollins College.
Since 2010 Dr. McBride has been Founder of Intellectual Property Matters LLC (North Carolina) and a Partner at ipCapital Licensing Company LLC. Dr. McBride has 38 years of professional experience, as both an individual contributor in a wide variety of technical assignments and as a manager at various levels. He joined Lenovo (United States), Inc. in 2005 as Director of Intellectual Property Licensing as part of IBM’s divestiture of its Personal Computing Division. He was also appointed to the Lenovo Singapore Board of Directors. Dr. McBride’s thirty-one year IBM career spanned several divisions, including Research, Microelectronics, Personal Computers and Mainframe Systems. As a Program Director of Licensing he was in charge of monetizing the IP portfolio. These comprised patent infringement assertions; business development of trademark and technology licensing; identifying, negotiating and executing new deals to grow IP income; and managing the annuity income stream. Dr. McBride worked with Finance, Accounting, IP Law, and Product Development while having overall program management responsibility for IP income. He was also responsible for IP Defense in areas such as non-infringement through prior art and other defenses, working in concert with IP Law and General Legal functions. Dr. McBride drove the Patent Portfolio Management process to evaluate invention diCHNGosures, select the most valuable inventions for first country and foreign counterpart filings within budget, and evaluate patents when maintenance fees were due. Earlier career responsibilities included Research Staff Member and management roles at IBM’s T.J. Watson Research Center in Yorktown Heights, NY, technology strategy development, and hardware and software product development. He is an inventor with several patents. Dr. McBride has a Ph.D. (EE) from Polytechnic Institute of NY and M.S.(EE), B.S.(EE) degrees, combined honors curriculum, from Purdue University.
A visionary entrepreneur and professional engineer with over 40 years of technical and senior management experience. In 1999, Don became President and CEO of Simpson Environmental Corporation (SEC) and has led the company’s growth from a manufacturer and distributor of commercial air and water treatment equipment, to world-class facilities that convert a range of waste into sustainable energy. Don has created, led, and employed state-of-the-art energy solutions for environmental projects on a global basis. He has designed numerous solid waste management and wastewater treatment processes and currently oversees all aspects of environmental engineering projects globally. Don’s distinguished career includes working for the Department of National Defence, Ericsson Communications, and IBM/Rolm and Ericatel, where he led a merger with Tie/communications, and later, a management buy-out. As President and CEO of Ericatel, he took the Company from start-up to the Globe & Mail’s Report on Business List of Canada’s Top 300 Private Companies. Don’s charitable work includes serving as the President of the Juno Beach Centre Association, a Canadian non-profit charitable corporation that provides a tangible and fitting memorial to Canada’s participation in the Second World War on the D-Day beaches of Normandy.