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Intelligent investing: rigorous, experienced, dedicated

Liesel Pritzker Simmons bio

Liesel Pritzker
Simmons

Co-Founder & Principal

Liesel Pritzker Simmons is Co-Founder and Principal of Blue Haven Initiative, where she oversees, as an investment strategist, a portfolio focused on holdings that generate competitive financial returns and address social and environmental challenges. The portfolio spans asset classes, from traditional equities and direct investments to philanthropic programs.

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Ian Simmons Bio

Ian
Simmons

Co-Founder & Principal

Ian Simmons is Co-Founder and Principal of Blue Haven Initiative, where he oversees a portfolio focused on investments that generate competitive financial returns and address social and environmental challenges.

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Lauren Cochran Bio

Lauren
Cochran

Managing Director

Lauren Cochran is Managing Director at Blue Haven Initiative, where she leads strategy and execution for the portfolio of direct investments. Lauren makes debt and equity investments with the dual expectation of best-in-class financial returns and maximum positive social and environmental impact.

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Kelly Escobedo Bio

Kelly
Escobedo

Managing Director

Kelly Escobedo is Managing Director at Blue Haven Initiative, where she is responsible for overseeing the deployment of capital across the family office’s asset classes, from traditional equities and direct investments to real assets, such as real estate.

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Sarah Alexander Bio
Sarah
Alexander
Associate

Sarah works with Blue Haven’s direct investment team, providing support during the investment process, from opportunity sourcing and due diligence before an investment is made to general portfolio management.

Alecia Carey
Alecia
Carey
Executive Assistant to Ian Simmons

Alecia provides administrative and executive support to Ian, including scheduling, travel arrangements and handling information requests. She helps make sure everything is well-organized and completed in a timely manner.

Jacob Carrel Bio
Jacob
Carrel
Special Projects Officer

Jacob helps coordinate policy efforts and political advocacy support for Blue Haven and works on select outside projects, including organizing student and youth engagement activities.

Beverly Hellner Bio
Beverly
Hellner
Operations Coordinator

Beverly manages day-to-day operations at Blue Haven, including project and expense management. She also assists donor-advised fund accounting and execution.

Grace Horwitz Bio
Grace
Horwitz
Associate

Grace supports Blue Haven’s direct investment team’s deal activity and portfolio engagement, sourcing investment opportunities, conducting due diligence and supporting its portfolio companies.

Megan McCarthy
Megan
McCarthy
Strategic Partnership Manager

Megan oversees and helps manage Blue Haven’s philanthropic portfolio, developing strategy, managing external engagement and relationships, and conducting due diligence. She also assists in the grant-management process, capturing innovations and insights along the way.

Nick Panagiotou Bio
Nick
Panagiotou
Operations Assistant

Nick provides administrative support to the Blue Haven executive team, including scheduling, travel arrangements and event coordination. He keeps the office humming.

Our Advisors

Blue Haven’s impact investing journey began with an equity portfolio assembled and managed by traditional investment advisors. Transitioning to a portfolio aligned with the values and family-legacy prerogatives of Blue Haven’s founders without sacrificing financial returns required extensive input from best-in-class advisors steeped in innovative approaches to investing. Today, Blue Haven’s dedicated in-house team and its advisors work on sourcing and evaluating investment opportunities that create positive change and deliver financial returns.

Michael Barry Bio
Michael Barry
Senior Advisor

Michael joined Georgetown University as Chief Investment Officer in June 2011 and oversees the university’s investment portfolios, including its endowment and retirement plan. In addition, Michael coordinates the university’s Committee on Investments and Social Responsibility.

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Paul Breloff Bio
Paul Breloff
Senior Advisor

Paul is the Co-Founder and Chief Executive Officer of Shortlist, a recruiting technology startup transforming how talent meets opportunity in emerging markets. Shortlist is on a mission to unlock professional potential and combines technology, data and a human touch to source and screen great job-seekers for growing, purposeful companies across India and East Africa.

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Paul Tregidgo
Paul Tregidgo
Senior Advisor

Paul Tregidgo is former Vice Chairman - Debt CapitalMarkets of Credit Suisse based in New York. He obtained his law degree from Downing College Cambridge. He currently serves on the Board of ACCION International, the Advisory Board of the Center for Financial Inclusion and the Council of Global Advisors, Yale School of Management.

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Investing for impact

Blue Haven Co-Founders Liesel Pritzker Simmons and Ian Simmons and their team invest with high standards and expectations across asset classes.

Our Strategy Our Portfolio