Founder and CEO Ted Levinson is an experienced finance professional who specializes in using debt to produce a blended social impact and financial return. With more than 20 years in finance and the most recent seven in social finance, Ted has been deeply involved in the growth of the social finance industry, providing a role model for other impact investors rooted in rigor and a willingness to provide risk capital to promising social enterprises.
Ted has worked across impact areas, including sustainable agriculture that links global and local supply chains to deliver more value to producers, education including job training and employment for those with barriers to employment, the environment including sustainable energy and waste reduction, and livelihood development for those in emerging markets. He believes in a market-driven approach to addressing social and environmental challenges and he is dedicated to providing social entrepreneurs with the capital they need to bring solutions to scale. Ted spent seven years at RSF Social Finance where he was the Senior Director of Social Enterprise Lending, managing an $85 million portfolio of loans to US and Canada-based social enterprises. Ted is the Treasurer of Social Enterprise Alliance, the national membership organization and key catalyst for the rapidly growing social enterprise movement in the United States. In 2014 he was one of nine Americans selected as an Eisenhower Fellow.
Kate Burgos Portfolio Analyst
Kate Burgos is an experienced finance professional specializing in portfolio management and corporate finance. It is this background, along with her commitment to sustainable and inclusive growth, that informs her work at Beneficial Returns.
Kate began her career in M&A where she conducted due diligence, financial modeling and valuation of public and private companies. More recently she has worked in investment management for one of the largest asset management companies in the Philippines. She has also spearheaded de novo investment funds with a current combined asset value in excess of USD $50 million since their launch in January 2017. She is a Philippine CPA and an active society member of CFA Philippines where she was nominated as the Most Promising Charterholder in 2018.
Beneficial Returns' all-volunteer Credit Committee lends their expertise and passion to our work
Kathy Coffey is President and COO of ARB, a family office with investments in renewable energy and the environment. She also advises Halloran Philanthropies on its impact investments. She is a Board member of several privately-held companies including SunLink and 3Degrees. Previously, she held senior roles in private equity.
Dick Fletcher is the Chief Lending Officer of Beneficial State Bank, a $650 million bank. He holds a CFA and was a Kellogg Foundation Fellow. Dick has been a trustee of Earth Institute and a member of their investment committee for over 20 years. He was a Fulbright Scholar in Bolivia. (in memoriam)
Jean Hazell’s career spans banking, microfinance and social enterprise. She was a founding Board Member of Root Capital, a Research Associate at Harvard Business School where she developed commercial models to improve the health and economic well-being of poor people in the developing world and also a Senior Director of ACCION International in Latin America. She currently sits on the US Board of the International Centre for Social Franchising.
John Robinson is the CEO of Robinson Group, a global advisory firm focused on structured finance - especially in energy, transportation and infrastructure. Before founding Robinson Group, John was one of the founding partners of investment bank Babcock & Brown. John has successfully financed and advised on projects totaling over $40B. He is also a Trustee Emeritus of Macalester College where he chaired the Investment Committee.
Doug Seckinger is a Senior Strategic advisor at Tides Foundation. He previously managed Threshold Foundation, Tides’ largest independent foundation client. Doug has an MBA from the Haas School of Business and was a Social Impact Fellow at RSF Social Finance.
Pascal Vinarnic is the founder of Demeter Foundation which supports microfinance, at-risk youth and venture philanthropy. He is also the founder of Ceres Finance, a turnaround specialist that works on behalf of investors in public and private companies. He is a Board member and investor in several impact investing funds including Unitus Seed Fund and Capria.
Rich Voelbel recently retired from Zelle Hofmann Voelbel & Mason where he litigated complex insurance cases and class action suits. He sits on the Board of American Refugee Committee and is very engaged with ARC’s social enterprise efforts in the Democratic Republic of Congo.