Looking under the hood: doing due diligence and selecting the right manager

Looking under the hood: doing due diligence and selecting the right manager

19 Sep 2023|SuperReturn
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Vishnu AmbleVishnu AmbleDirector, Investment Committee Member & Head of Foundation at GreenBear Group LLC

Vishnu Amble serves as a Director of GreenBear Group LLC, a single-family office founded in 2006 based in Miami, Florida and Singapore. The GreenBear Group LLC investment program has been active across private markets in developed and emerging regions of the globe, with a specific focus on spinning out and seeding emerging GPs, as well as being active investors in funds and companies focused on the intersection of infrastructure, technology and sustainability, and are members of the Institutional Limited Partners Association (ILPA).

Vishnu also serves as a Director of the family office’s foundation focused on funding access to energy, education, healthcare, and climate change solutions in South and SE Asia. Vishnu has built his 20+ year career in investments and capital markets at the intersection of Technology, Infrastructure, Energy, and Sustainability with such companies as Saudi Aramco, E.ON, The Carlyle Group and Lehman Brothers.Vishnu earned his Bachelor’s Degrees in Economics and Computer and Electrical Engineering from the University of Michigan – Ann Arbor.

Sarah GelfandSarah GelfandManaging Director at BlueMark

Sarah Gelfand is one of the impact investing market’s early pioneers. She was a founding Director at the Global Impact Investing Network (GIIN), where she led development of the industry’s leading system for measuring and managing impact (IRIS+). As Managing Director of BlueMark, Sarah co-leads business strategy, business and product development, and supports the firm’s engagement with various market-building and standard-setting initiatives.

Sarah previously served as Vice President of Social Impact Programs at Fidelity Charitable, where she launched several new impact investing offerings for retail clients and led a grant-making initiative for the Board of Trustees. She also developed and ran a specialty business unit focused on providing philanthropic consulting services to clients. Ms. Gelfand also previously held roles at Duke University where she oversaw strategy and operations for an accelerator program that produced research and provided consulting services to a global network of 50 nonprofit and for-profit healthcare-focused social enterprises.

Sarah earned her Bachelor of Arts in Applied Mathematics from Brown University and her Master of Science in Statistics from the University of Washington.

Sean WarringtonSean WarringtonPartner & Head of Private Investments at Gresham Partners

Sean is a senior member of Gresham’s Investment Team, serving as Portfolio Manager for its private market investment strategies. His primary responsibilities include developing, sourcing and executing private investments around the world. Prior to joining Gresham, Sean served as co-head of private markets for the Alfred I. duPont Charitable Trust, a $6.5 billion foundation based in Jacksonville, FL.

B.A., Finance, University of Florida

M.B.A., Rollins College

Chartered Financial Analyst®

Member, CFA® Society of Chicago

Tobias KauerTobias KauerVice President - Investments at DEG Impact

Tobias Kauer has more than 15 years of experience in alternative investments with a focus on private equity and venture capital. At DEG Impact he is responsible for VC-Fundinvestments. Prior to joining DEG Impact, he was an Investment Director at the Cologne-based venture capital investor BitStone and a Principal at Caplantic Alternative Assets, where he invested more than €1 billion in over 40 private equity and venture capital funds for institutional investors.

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