20+ years of capital markets advising in the energy, power, and sustainability sectors, with extensive experience in both institutional credit and equity processes As a Senior Managing Director at Guggenheim Partners and Bank of American Merrill Lynch, drove $200BN+ in capital formation across hundreds of transactions to clients in the U.S., Europe, and Asia Experienced investor, with private business interests in the waste-to-value, hospitality, and real estate spaces Cornell University (BS)

20+ years of investing and transactional experience in the private equity, real estate, infrastructure and legal spaces As a Partner at Magma Equities, helped build a $1.5BN multi-family portfolio in the Southeast US and Texas Helped grow Nova Real Estate Investments, a $4BN Warburg Pincus backed real estate platform in China Former corporate attorney at multiple NYC Big Law firms and M&A banker at Bank of America Merrill Lynch Yale (MBA), Northwestern (JD), Dartmouth College (BA)

20+ years in tech entrepreneurship and property development with growth and exit experience Co-Developer of The Lake House on Canandaigua, Listed #1 best resort in NY State, #2 in the United States, and #30 in the world by Travel and Leisure in 2021 12 years as a founding partner and SVP of Technology at Brand Integrity B.A. in Economics from Haverford College, M.B.A. from Simon Business School at the University of Rochester

20 years in general management, brand strategy, and entrepreneurship experience Brand and product launch and growth experience across transportation, travel, services, and consumer products verticals Management and consulting experience spans boot-strapped startups to global-scale enterprises B.S. in Policy Analysis and Management from Cornell University

Over 20 years in private equity, structured credit, fixed income, and lending. Focuses on sustainable energy and waste-to-value sectors at Phalanx. Decade at RBC Capital Markets: from structured credit trader to leading lending and trading teams. Provided FP&A and Go-to-Market services to Enterprise SaaS companies. M.B.A. from Yale School of Management; B.A. in Economics and Italian from Middlebury College

8 years of investment banking and buy-side experience in the energy and sustainability space  Columbia Business School graduate (MBA ’23) with a focus in Climate Finance Originally from Kansas City and graduate of the University of Kansas (BS Finance ’16)

15+ years of organizational development, marketing and sales experience with start-ups and high-growth phase companies 10+ years dedicated to research and education in environmental sciences including NSF Grant for MS thesis project with the McMurdo LTER (Long Term Ecological Research) Site of Antarctica Certified Leadership Facilitator and Coach B.S. in Chemical Engineering, Minor in Environmental Biology, and M.S. in Civil/Environmental Engineering from The University of Colorado, Boulder

5+ years experience in corporate law (Trinidad and the Caribbean) Manager of a team responsible for providing operational and capital advisory services to US companies Transitioned to the investment banking space one year ago LL.B. from the University of the West Indies, LEC from the Hugh Wooding Law School