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Patrick MaloneyPrincipal and FounderPatrick founded Occam Advisors to help investors and entrepreneurs build companies and funds that combine impact and financial return and has been working at the intersection of capital and impact across sectors and asset classes for most of his career. Prior to forming Occam Advisors, he was a Principal with Imprint Capital, a leading impact investment advisor to foundations and high net worth families, where he was Head of Strategy as well as lead for the Energy & Environment practice area. Prior to Imprint, he was Program Director for The Lemelson Foundation, where he headed the Foundation’s investments in for-profit and non-profit organizations developing and distributing energy, water, agricultural and health technologies, primarily in the developing world. Before that, he worked for mission-driven investors in Silicon Valley, including Omidyar Network and Google.org. He started in finance at Barclays Global Investors, where he co-developed the world’s first exchange traded fund risk-optimized to social, environmental and governance factors. He began his career with Vietnam Veterans of America Foundation, recipient of the 1997 Nobel Peace Prize.
Contact Patrick: patrick@occampdx.com |
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Yesenia Gallardo AvilaPrincipalAs a Principal at Occam Advisors, Yesenia works with clients to identify, build, and support relationships with socially-minded startups in strategic regions around the world. She leads diligence on early stage venture investments for clients from developing a business case, to financial and risk analysis, to investment execution and management. Yesenia’s expertise also includes cultivating relationships with partners and co-investors in key regions to build pipeline opportunities for clients. As a serial entrepreneur who has founded multiple companies in the food and beverage sector, she is passionate about supporting underserved and underrepresented entrepreneurs with environmental and social missions. Yesenia received her masters in environmental management from Yale University's School of the Environment and BA from Willamette University. You can often find her on the porch reading a good book.
Contact Yesenia: yesenia@occampdx.com |
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Sayer JonesPrincipalSayer has 15 years direct experience working with institutions structuring and measuring the impacts of their investments. He led the regional impact investing practice at Meyer Memorial Trust in program related investment and mission related investment portfolios for 12 years, deploying over $50 million. Sayer has chaired city and state boards focused on impact investing and managing public portfolios for impact. He has led investors in workshops to align social values with financial and cultural returns, and has experience as an entrepreneur, representing asset owners, and managing fund managers and consultants. Sayer is also on the Board of the Oregon Capital Scan, which collects and presents data to identify gaps in Oregon’s investment ecosystem and guide economic development strategies to address those gaps.
Contact Sayer: sayer@occampdx.com |
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Theresa DeibelePrincipal
Theresa brings 15 years of experience in finance and impact investing. Most recently, she worked as Housing Opportunities Portfolio Director at Meyer Memorial Trust, where she sourced, structured and managed over $20 million in program related investments, and served on Meyer’s Mission Related Investment Committee. She has counseled other foundations in Oregon and Florida setting up PRI programs and mission-aligned investments. Her deep knowledge of philanthropy, grantmaking and affordable housing adds to her approach. Prior to
working at Meyer, Theresa practiced public finance law at Ater Wynne LLP in Portland, Oregon, where she helped clients finance large infrastructure transactions, including affordable housing, hospitals, Tribal buildings and hydroelectric dams. Theresa holds joint degrees in law and public administration (JD/MPA) from University of Arizona and graduated with a BA and honors from Stanford University. Contact Theresa: Theresa@occampdx.com |