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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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Dave Horwich

Dave
Horwich

Managing Director

Dave Horwich is Managing Director of Blue Haven Civics. He has deep experience in issue advocacy, political engagement, and building issues-based social impact movements.

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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.

Guillermo Creamer Jr. Bio
Guillermo
Creamer Jr.
Special Projects Associate

Guillermo brings a diversity-forward point of view to his work with the Blue Haven civic and youth engagement portfolios. He helps drive projects that encourage and support voter registration.

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.

Hari Joy
Hari
Joy
Senior Associate

Hari works closely with the mission-driven companies in Blue Haven Ventures’ direct investments portfolio while sourcing and conducting due diligence on potential investment opportunities for the firm.

Austin Kane
Austin
Kane
Operations Associate

Austin works across Blue Haven to ensure its commitment to diversity, equity and inclusion, overseeing the refinement of the organization’s internal policies and external practices.

Megan McCarthy
Megan
McCarthy
Strategic Partnerships 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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Renée Beaumont
Renée Beaumont
Senior Advisor

Ms. Renée Beaumont is a former Partner at Generation Investment Management, a firm that focuses on sustainable capitalism. Prior to joining Generation in 2015, Ms. Beaumont served as Managing Director and Global Head of Business Development at Providence Equity Partners LLC where she oversaw all business development, marketing and investor relations activities globally across its private equity and credit platforms.

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Chris Jurgens
Chris Jurgens
Senior Advisor

As a Director for Omidyar Network’s Reimagining Capitalism team, Chris leads the firm’s strategy and portfolio of work focused on how corporations and capital markets can contribute to a more inclusive capitalism.

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Chad Larson
Chad Larson, CFA
Senior Advisor

Chad Larson has served as a Senior Advisor to Blue Haven Initiative since 2018. Since 2019, Chad has served as CEO of Kopo Kopo Inc, a leading fintech based in Nairobi, providing payment and credit services for over 20,000 Kenyan businesses.

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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.

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