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Liesel Pritzker Simmons bio

Liesel Pritzker

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


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


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


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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Laura Santucci


Managing Director

Laura Santucci is Managing Director of Blue Haven Civics. A seasoned organizational leader and public affairs professional, Laura has experience at the highest levels of government, politics and public policy, and international humanitarian aid.

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Sarah Alexander Bio

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
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.

Sam Heller
Special Projects Officer

In his role at Blue Haven, Sam helps drive projects that support youth civic engagement and progressive youth activism, with a focus on nonpartisan initiatives and direct work with college students.

Beverly Hellner Bio
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.

Austin Kane
Special Projects Officer

Austin works with Blue Haven’s Special Projects team to drive initiatives and philanthropy related to domestic youth civic engagement and progressive youth activism.

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
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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Chad Larson
Chad Larson, CFA
Senior Advisor

Chad co-founded Nairobi-based M-KOPA Solar, the global leader in pay-as-you-go solar with over 650,000 customers in Africa.  He currently serves as a Senior Advisor to M-KOPA's board, having previously served as founding CFO and later as Chief Credit Officer.  He began work on M-KOPA with the two other founders during its pre-launch piloting in 2010, and has lived in Nairobi with his wife and three boys since the company launch in 2011. 

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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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