5-Oct-11 Clean Web Breakfast Series – Early Stage Investing

Our first event was a success, receiving positive feedback from the panelists and attendees:

Stephen Filler, Renewable Energy Equipment Manufacturer/Vendor said “…I thought was a homerun in terms of the presentation of the panel…”

Raphael Carty, CEO and Product Management, Callida Energy said “This is one of the best infotech forums that I have been to!”

Please join us for future events!

Energy InfotechNYC; Opportunities and Challenges:  A Clean Web Breakfast Series

Energy InfotechNYC Introduces

Its Inaugural Session:

“Early Stage Investing in Energy Infotech Firms”

Energy InfotechNYC, a new group composed of leading technologists, developers, entrepreneurs, and investors is pleased to introduce the first of seven breakfast briefings which will explore how New York’s unique capabilities in information technology, internet applications, media and finance can position the City as a global leader at the intersection of IT and clean tech. The series will link investors with entrepreneurs and with pilot customers in a highly inter-active format, to tackle and probe critical issues, challenges and opportunities in the energy infotech space. Each breakfast will offer provoking and expert content, as well as networking opportunities.

The first breakfast panel will be held on Wednesday, October 5th, 2011, at the office of Herrick, Feinstein LLP, 2 Park Avenue, New York, New York 10016.  Doors open at 8:00 am.

Early Stage Investing in Energy Infotech Firms will include venture and angel investors, as well as an attorney who sources and structures investment deals. The discussion will focus on investors’ and entrepreneurs’ expectations, identification of portfolio companies, key elements of a successful raise, as well as key elements of a successful investor/entrepreneur partnership.

The panel will include:

Maria Gotsch – President & CEO, New York City Investment Fund

Maria is the President and CEO at the New York City Investment Fund. Prior to joining the Fund in 1999, Maria was a Managing Director at BT Wolfensohn (now part of Deutsche Bank), providing strategic and financial advice related to mergers, acquisitions, dispositions, joint ventures and the development of business strategies. Before starting with Wolfensohn, Maria worked at LaSalle Partners in the New York area and for Merrill Lynch Capital Markets inNew YorkandLondon. Maria has an MBA from Harvard Business School and a B.A. fromWellesleyCollege.

Sameer Rashid – Principal, Senior Strategist, Pure Energy

Sameer Rashid is a clean economy entrepreneur and evangelist.  He is a strategist for Pure Energy and its clients, leveraging his entrepreneurial experience in the clean economy sector.

In 2005, Sameer co-founded Think 21, a start-up focused on commercializing an innovative organic waste recycling technology that produces biogas and compost.  Sameer led Think 21 and its market development efforts throughout the US, pursuing strategic partnerships with waste companies as well as large corporations.

In 2009, while engaged in discussions with Waste Management, Think 21 was acquired by Harvest Power, now a leader in organic waste management that was incubated at Kleiner Perkins and ultimately received a strategic investment from Waste Management.  After the acquisition, Sameer joined Harvest’s business development team, where he identified opportunities and partnerships for project development and acquisition.

Before his foray into the clean economy sector, Sameer was a credit trader at Deutsche Bank, with a focus on energy and industrial sectors.  Sameer is a graduate of The George Washington University, where he studied Economics. He also is a member of the steering committee for the New York chapter of the Clean Economy Network.

Richard (“Rick”) Morris – Partner, Herrick, Feinstein LLP

Rick works closely with the executive management of middle market companies and funds to enhance and implement acquisition, financing, operation and exit strategies and to solve a broad range of commercial and regulatory issues. Financial institutions, investment funds, and investment management professionals have the benefit of Richard’s more than 25 years of transactional experience in such areas as:

  • Venture capital for start-up and emerging businesses
  • Energy companies, including solar, biomass and geothermal
  • Corporate finance, including bank and alternative source financings, venture capital and private equity investments, security offerings, leveraged recapitalizations, workouts and restructurings
  • Institutional investment, including formation and acquisition of funds, investments in real estate-related assets, and traditional and alternative source financings and investments
  • Mergers and acquisitions, including strategic alliances, both domestic and cross-border
  • Hedge fund investment, including individual investments and acquisitions of other funds

Prior to joining Herrick, Richard was a corporate associate with Schulte Roth & Zabel. He began his legal career as a tax, then corporate, associate at Shearman & Sterling. Prior to becoming a lawyer, Rick had a decade of certified public account experience, first as a financial market regulator and then with “Wall Street” firms.

Frank Rimalovski – Managing Director of the NYU Innovation Venture Fund

Frank is a venture capitalist and technology industry executive with over 18 years experience in early-stage investment and management experience in the formation of new ventures and technology development and commercialization. He is responsible for evaluating investments for the Fund, structuring company formation efforts, seeking additional funding for its companies, as well as providing customer introductions, management and mentorship to the Fund’s portfolio of companies.

Frank brings 13 years of experience in venture capital and early-stage spinouts in the US and UK.  During this time, he has led the successful investment in and spinout of multiple new ventures from Lucent/Bell Labs, British Telecom, IBM and IDEO, among others.

He was a founding partner of New Venture Partners, the leading global venture capital firm dedicated to funding technology spinouts based on corporate innovations. New Ventures Partners manages over $800 million in investment capital, and as a team has completed in excess of 60 spinout transactions. Frank joined New Venture Partners from Lucent, where he was a director and entrepreneur-in-residence within Lucent’s New Ventures Group. For six years, he held various positions in marketing, business development and product management in Silicon Valleyat Sun Microsystems, Apple and NeXT. Earlier in his career, he was an investment banker in the mergers and acquisitions groups of Bear Stearns and Rodman & Renshaw.

Frank holds a BA in Economics fromTuftsUniversityand a MBA fromDukeUniversity’s Fuqua School of Business. He currently serves on the board of directors of ShopWell Solutions, Inc., is a member of the Tufts University Entrepreneurship Advisory Board, the Duke Global Entrepreneurship Network, and has been a guest lecturer at Columbia Business School and USC’s Marshall School of Business. He has one patent granted (7143430).

The panel discussion will be facilitated by:

Mike Gordon

Mike regularly facilitates at conferences and panel discussions on business strategies and regulatory policies related to “Energy Reduction Asset” markets. Mike has been on agendas to present or facilitate for numerous companies’ conferences, including Microsoft and General Electric, as well as for government agencies, including The Federal Energy Regulatory Commission, The European Commission, The United Nations’ Conference of Parties on Climate Change, and at many other city, state and national conferences.

Mike founded ConsumerPowerline in 2000, generally recognized as the United States’ first demand response aggregator. Specializing in serving end users in deregulated wholesale electricity markets, ConsumerPowerline (later “CPower”) built 1,000 MWs of demand response internationally, and until its sale to Constellation Energy Group (NYS:CEG), CPower remained the largest provider of short notice (defined as shed load within ten minutes of call) demand response in the world.
It was not Mike’s first foray into the energy field. In 1981, Mike took a job as the sole employee of a 127-home heating oil buying collective, that had negotiated an advantageous “collective buying” contract with a heating oil supplier in New York City, modeled after a similar collective in Ottawa, Canada. Fueled by the energy crisis, consumer advocacy, and media attention, within three years the collective served 3,000 homes and seven heating oil suppliers. Over the next year Mike negotiated “first of their kind” collective buying contracts for consumers inWashingtonDC,Maryland,New Jersey,New York andMassachusetts. Today, heating oil collectives serve a major portion of the Eastern residential market, saving consumers hundreds of millions of dollars each year.

Mike is currently Chief Executive Officer at Joule Assets Inc., is a Legal Studies Professor at The Wharton School, of The University of Pennsylvania, and serves or has served on several boards and Executive Committees, including The Northern Westchester Energy Action Consortium, The Demand Response Coordinating Committee, Europe’s Smart Energy Demand Coalition, and The Energy Improvement Corporation, a financing corporation for energy efficiency.
Mike holds a Masters in Public Administration from Harvard’sKennedySchool and a Masters in Business Administration from theWhartonSchool at theUniversity ofPennsylvania. Mike also holds a BA from the State University of New York at Binghamton.

Future panels will include the following topics:

  • Impact of Future Policy Direction on Energy Infotech Market Opportunities
  • University/Academic Cooperation with Energy Infotech Market Participants
  • Raising Capital
  • Security Concerns in the Age of Energy Infotech
  • Building Owners’ and Managers’ Perspective on Energy Infotech & Business Operating Objectives
  • Late Stage Investing in Energy Infotech Firms

Doors will open on October 5th at 8:00AM, the panel discussion will take place between 8:30-9:30, and there will be time for networking at the close of the panel session.

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