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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

Director of Private Investments

Lauren Cochran is Director of Private Investments 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

Director of Operations

Kelly Escobedo is Director of Operations 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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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.

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 event coordination and expense management. She also assists donor-advised fund accounting and execution.

Nick Panagiotou Bio
Nick
Panagiotou
Operations Assistant

Nick provides administrative support to the Blue Haven executive team, including scheduling and travel arrangements. 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 Operating 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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Jed Emerson Bio
Jed Emerson
Senior Advisor

Jed is a widely recognized, international practitioner and thought leader on impact investing, performance metrics and sustainable finance. As originator of the term blended value, he has spent over two decades exploring how capital investment strategies may be executed to create multiple returns.

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Stefan Hofmann Bio
Stefan Hofmann
Senior Advisor

Stefan is a founding partner of the Novarca Group and an advisor with Blue Haven Initiative. He spends his time in Latin America, the United States and Europe working on several impact ventures and projects with family offices and foundations.

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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