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THE INFORMATION IN THIS DOCUMENT IS CONFIDENTIAL. IT IS INTENDED ONLY FOR THE USE OF THE PERSON TO WHOM IT IS GIVEN. THIS DOCUMENT IS NOT TO BE REPRODUCED OR DISTRIBUTED TO OTHERS, EXCEPT TO A PROSPECTIVE INVESTOR’S PROFESSIONAL ADVISORS WHO AGREE TO MAINTAIN THIS DOCUMENT IN CONFIDENCE OR WHO ARE OTHERWISE BOUND BY PROFESSIONAL OBLIGATIONS OF CONFIDENTIALITY, AT ANY TIME, WITHOUT THE PRIOR WRITTEN CONSENT OF SIG.
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CERTAIN INFORMATION CONTAINED IN THIS DOCUMENT CONSTITUTES “FORWARD-LOOKING STATEMENTS,” WHICH CAN BE IDENTIFIED BY THE USE OF FORWARD-LOOKING TERMINOLOGY SUCH AS “MAY,” “WILL,” “SHOULD,” “EXPECT,” “ANTICIPATE,” “PROJECT,” “ESTIMATE,” “INTEND,” OR “BELIEVE” OR THE NEGATIVES THEREOF OR OTHER VARIATIONS THEREON OR COMPARABLE TERMINOLOGY. DUE TO VARIOUS RISKS AND UNCERTAINTIES, INCLUDING THOSE DESCRIBED IN “CERTAIN RISK FACTORS AND POTENTIAL CONFLICTS OF INTEREST,” ACTUAL EVENTS OR RESULTS OR THE ACTUAL PERFORMANCE OF SIG MAY DIFFER MATERIALLY FROM THOSE REFLECTED OR CONTEMPLATED IN SUCH FORWARD-LOOKING STATEMENTS. NONE OF SIG OR ITS RESPECTIVE AFFILIATES, PARTNERS, MEMBERS, DIRECTORS, OFFICERS, EMPLOYEES, MANAGERS, CONSULTANTS, ASSOCIATES, ATTORNEYS, ADVISORS OR AGENTS HAS ANY OBLIGATION TO UPDATE OR OTHERWISE REVISE ANY PROJECTIONS, INCLUDING ANY REVISIONS TO REFLECT CHANGES IN ECONOMIC CONDITIONS OR OTHER CIRCUMSTANCES ARISING AFTER THE DATE HEREOF, OR TO REFLECT THE OCCURRENCE OF EVENTS OCCURRING AFTER THE DATE HEREOF, EVEN IF THE UNDERLYING ASSUMPTIONS CONTAINED HEREIN ARE NEGATED BY SUCH EVENTS.
A former Navy officer, Lerry is responsible for all aspects of managing the firm, including serving as the firm’s Chief Executive Officer. He is actively involved in sourcing new investment opportunities and oversees the evaluation, structuring, negotiation, and syndication of all transactions. Lerry has more than 20 years of finance experience in structured credit and infrastructure investment. As an investment banker at Goldman Sachs and Loop Capital, Lerry financed more than $115 billion of infrastructure assets. Lerry currently also serves the State of Illinois as a Director of the Illinois Finance Authority (“IFA”). With $35 billion in assets, the IFA is the state’s infrastructure and development bank. Lerry is Chairman of the IFA’s Direct and Alternative Finance Committee and Chairman of the Investment Committee. In these roles, Lerry directly oversees and manages more than $27 billion in total assets under management. Additionally, Lerry serves as a Board Member of WBEZ Chicago Public Radio. Lerry received his BS in Metallurgical and Materials Engineering from the Illinois Institute of Technology, with Honors, an MS equivalency in Nuclear/Quantum Engineering from the Navy’s Postgraduate Bettis Reactor Engineering School, an MBA from the University of Illinois and a JD from the University of Illinois.
Adam is an investor and advisor whose career has spanned finance and politics. Previously, he was a Managing Director at Guggenheim Partners reporting to the Executive Chairman. He also served in the Obama White House in the Chief of Staff’s Office and the Council of Economic Advisers. Adam was on the Obama-Biden White House Transition Project and the Obama 2008 presidential campaign. Previously, he worked for Chicago Mayor Richard M. Daley. Adam is a member of the Dean’s Council at Indiana University’s School of Global and International Studies, the Board of Advisors at the Truman National Security Project, the Studies Committee at the Chicago Council on Global Affairs and is a member of the Atlantic Council. He was also a lecturer at the University of Chicago for four years teaching a class on global macro. Adam earned his BA from Indiana University and a JD from DePaul University College of Law.
Andrew Ross is an experienced financial and governmental executive with 20 years of experience spanning both the public and private sector. Andrew joined SIG in 2017 and runs business development efforts in Africa, investor relations, outreach to foundations and endowments and SIG’s Sustainable Development/Impact strategy. Andrew spent more than four years working for former Illinois Governor Pat Quinn, including as his Chief Operating Officer. He was responsible for driving the State of Illinois’ economic development agenda, including overseeing a $31 billion capital program, which was the state’s largest infrastructure program for the world’s nineteenth largest economy, while also serving as the Governor’s senior energy advisor and crafting Illinois’ renewable energy policies. Andrew earned his BA from Northwestern University and has a master’s degree from Syracuse University in Broadcast Journalism.
Samuel Kwame Okpattah is an innovative project finance professional with more than 20 years of experience managing project life cycles in development finance and infrastructure finance. Samuel joined SIG in 2019 and manages credit, risk, and portfolio management. Prior to SIG, Samuel was Director of Asset Management and Senior Investment Officer at the Overseas Private Investment Corporation (OPIC), which is the US Government’s development finance institution, where he spent 11 years managing credit assets and monitoring loan portfolios in emerging markets in Africa, Latin America, Eastern Europe, and South-East Asia. Samuel has experience in project evaluation, development, structuring, financing, restructuring, and loan workouts and recoveries. Samuel has an MBA from the Wharton School of the University of Pennsylvania, MS in Information Systems Management from New Jersey Institute of Technology, and a BBA from the Benjamin Banneker Honors College of Prairie A&M University in Texas.
Marshall Lindsey is an engineer and financial professional with industry experience in energy, consulting, and finance. Marshall joined SIG in 2017 and is responsible for credit analysis, due diligence and execution of Managing Partner corporate strategy. Prior to joining Sovereign Infrastructure Group, Marshall worked in merchant banking at Unplugged Capital. Before joining Unplugged Capital, Marshall led a management consulting practice, East 84th Consulting, which provided business process analysis, operations strategy, and technical business development services to education, chemical, finance, and waste management industries. Marshall served as the Vice President of Strategy and Research at Blue Northern Capital Holding and as an analyst and consultant at BP. Marshall holds a BS in Chemical Engineering from Case Western University, a MBA from Carnegie Mellon University, a MS in Chemical Engineering from Carnegie Mellon, and a PhD in Chemical and Biological Engineering from Northwestern University.
Benjamin Levine is a Vice President at SIG and helps lead the firm’s global origination practice and business development strategy. Ben’s primary coverage areas include Latin America, Asia, and Eastern Europe. Previously, Ben served as Advisor for Global Economics and Finance at the White House National Security Council. In that role, Ben was a member of the G- 7 and G-20 Sherpa team and supported the development of U.S. policy related to trends in global financial markets, economic sanctions, trade and development, the International Financial Institutions and Multilateral Development Banks, and the economies of Europe, Asia, the Middle East, Africa, and Latin America. Before joining the White House National Security Council staff, Ben served in multiple roles at the U.S. Department of the Treasury (Offices of the Chief of Staff, Domestic Finance, and Tax Policy) and worked on President Obama’s 2012 re-election campaign as the Regional Field Director for Palm Beach County, Florida. Ben interned with the White House National Economic Council and holds an MBA from Georgetown University and a BA in Political Science from the University of Massachusetts at Amherst.
Emily Rillo is a Senior Associate at SIG. As a core member of SIG’s Deal Team, Emily is actively involved in the firm’s credit and risk evaluation process as well as its macroeconomic analysis. Emily brings a dense background in social entrepreneurship, private investing, philanthropy, and management. Since 2011, Emily has been involved with the American Cancer Society as a Co-Chair, Fundraiser, and Executive Committee member. From 2008 to 2010, Emily worked as a Manager at InnerWorkings, a global marketing execution firm serving Fortune 500 brands across a wide range of industries.
Joseph Cullather is a Business Development and Economic Analyst at SIG. As an Analyst, Joseph supports both the Business Development and Business Execution Teams. Additionally, Joe is actively involved in the development and deployment of internal operations and management processes. Joseph recently graduated from Indiana University’s Hamilton-Lugar School of Global and International Studies, where he studied economics and international studies. As a student, Joseph freelanced for the Economist Intelligence Unit, interned at Roche Diagnostics, and served as a student advisor to both the Dean of the Hamilton-Lugar School and the Vice Provost for Undergraduate Education. Joe first joined SIG in January of 2019 as a Spring Analyst, executing on scheduling, briefings, and special tasks for the Managing Partner Adam Hitchcock.
Richard (Roy) Torkelson is a Senior Advisor at Sovereign Infrastructure Group and a member of the Investment Committee. As a Senior Advisor, Roy Informs the expansion and maintenance of SIG credit and portfolio management programs. Roy brings over 45 years of management, finance, investment banking, governmental and international consulting experience. His investment banking career includes serving as an Executive Director at JP Morgan and as a Director at Merrill Lynch where he was responsible for over $40 billion of debt and equity financings for public water and sanitation entities and also for innovative environmental technology, transportation and energy-related projects. Formerly, Mr Torkelson served on the Board of the New York City Municipal Water Finance Authority and as the first Chairman of the United States Environmental Protection Agency’s Environmental Financial Advisory Board (EFAB). Roy received his BA degree in Scholastic Philosophy from St. Hyacinth College; his MPA from the State University at Albany’s Rockefeller College, completed all course work necessary for a Doctorate in Public Administration at the Rockefeller College and is a graduate of the State/Local Government Program at Harvard University’s John F. Kennedy School of Government.
Scott Allen is currently a private investor/consultant residing in Washington, DC. He has 40 years of experience in emerging markets and international capital finance working for several banks in NY, Tokyo and London. His last position in banking was as a Managing Director at JP Morgan in London where he managed a number of different sales teams for credit and structured products. During 2015-2017, he served in a US Senate-confirmed position as the US Executive Director to the European Bank for Reconstruction and Development in London. He currently serves on several boards and is affiliated with a number of organizations, including: The Advocacy Group, Atlas- Asia Pacific / Top Oil, Blue Star Families, Council for a Livable World / Center for Arms Control and Non-proliferation, The Defense Language Institute and Sovereign Infrastructure Group. He has a BA degree in Asian Studies from Sophia University in
Tokyo and a MS in International Business from Georgetown University in Washington.
Olivia Knox is a Country Risk Analyst with SIG. In her role as analyst, Olivia supports SIG’s Business Execution Team by analyzing economic and political developments in key developed and emerging market economies, assessing vulnerabilities, and proposing appropriate sovereign ratings in the context of an existing internal rating model; in this context and prepares the analysis and presentation of topical developments in a given country, region, or the global economy. Olivia is earning her BA from the University of Illinois, Chicago in Urban Studies and minoring in Political Science.
Kaitlyn Seykora is the Executive Assistant to Lerry Knox, SIG’s CEO and Managing Partner. Her responsibilities include aiding Lerry in a diversity of administrative and daily business operations activities. Prior to Kaitlyn’s move to Chicago in 2016, Kaitlyn studied Human Resource Management and Business Administration in addition to Business Law and Management at Winona State University in Minnesota. As a student, Kaitlyn worked for Winona State University in the University Advancement Office as a Database Specialist. In her spare time, Kaitlyn volunteered in the community with Younglife and as Treasurer of her sorority, Sigma Sigma Sigma.