Here are the people who make it happen
Adam Swersky - Associate Director
Adam is an Associate Director at Social Finance. He is the programme lead for Social Finance’s Health and Employment Partnerships initiative and is launching a Social Impact Bond in mental health and employment. Adam also works across Children’s Services and community business. He was previously a Project Leader at The Boston Consulting Group (BCG), where he was a core member of the social investment team and co-authored “The First Billion”, a report on social investment demand. Adam was also previously seconded to the Clinton Health Access Initiative, where he supported a West African country to access a subsidy for malaria medication. Adam has a BA in Economics from the University of Cambridge and an MBA from INSEAD.
Alice Millest - Associate Director
Alice is an Associate Director at Social Finance, where she is focussed on developing new approaches to social change through the Impact Incubator, as well as various Children’s Services and Enterprise Advisory work. She previously worked in the Private Debt Group at Ares Capital Europe, analysing and structuring debt and minority equity investment opportunities into small and medium sized UK companies. Alice was also instrumental in foundation of a CSR initiative at Ares, which has begun to support Crisis and The Whitechapel Mission. Prior to Ares, Alice worked at Investec for three years, progressing through their Capital Markets Graduate Programme into their mid-market Leveraged Finance team. Alice is also a Trustee for Clean Break, a charity that supports women offenders and women at risk, and Chair of their Development Board. Alice has a BA in Philosophy, Politics and Economics from the University of Oxford.
Alisa Helbitz - Director of Research and Communications
Alisa Helbitz joined Social Finance in 2010 as Director of Research and Communications. She leads our external affairs work and coordinates the global communications activities with Social Finance US. Alisa has built and executed the communications strategy for Social Impact Bonds which have been widely reported in the Economist, New York Times and FT amongst others, and has taken the organisation from an unknown start-up to the second most recognised brand in the global impact investing market.
Alisa has spent the last ten years at the forefront of building the impact investing market place, initially as head of communications for Sir Ronald Cohen in his capacity as Chair of the UK Social Investment Task Force, Chair of Bridges Ventures and the Chair of the Commission on Unclaimed Assets. In this role she co-authored the Commission on Unclaimed Assets which called for the creation of a social investment bank, now Big Society Capital. Alisa has twenty years’ experience of applying communications strategies to deliver long term social outcomes. Her career has spanned diplomacy and economic development in the Middle East (through the British Embassy in Tel Aviv and the Portland Trust) to global impact investment market building.
Amit Shah - Associate Director
Amit is an Associate Director at Social Finance. Prior to joining, Amit was a Principal at Oliver Wyman, a strategy consultancy, where he was responsible for leading and managing the execution of projects for a wide range of asset management, private equity, hedge fund and investment banking clients covering issues including new business design, strategy development, risk frameworks and transaction due diligence. After leaving Oliver Wyman, and prior to joining Social Finance, Amit spent 18 months starting and running an education focused strategy consulting business, where he worked for organisations such as Cambridge University, Ark and New Schools Network.
Amit has also worked for PwC and Barclays Capital. He holds a BSc in Economics from Nottingham University.
Annika Tverin - Director
Annika joined Social Finance in September 2008 with extensive experience of advising clients on the process of raising equity capital. Notable equity capital raising transactions include the Initial Public Offerings of Telia (Sweden), Statoil (Norway) and Orange (France) and the rights issue of Ericsson. Prior to joining Social Finance, Annika worked as a Director in the Equity Capital Markets departments of Credit Suisse, ABN AMRO Rothschild and Morgan Stanley. She started her investment banking career in Mergers & Acquisitions at Morgan Stanley and worked for London-based strategy consulting firm LEK Consulting prior to becoming a banker. Annika holds a BA and MA degree in Economics from the US and an MBA (Hons) degree from INSEAD, France.
Beck Dabscheck - Children’s Services Operations
Beck joined the Children’s Services team at Social Finance in August 2014. She works on a variety of projects including performance management of the Essex Social Impact Bond and provides operational advice and expertise to other children’s services projects underway at Social Finance. Beck has a good working knowledge of the children’s sector, evidence based programmes and underlying theories and is helping build Social Finance’s understanding of this area of work. She brings to this role her extensive experience working with vulnerable young people. Prior to joining Social Finance, Beck spent three years working in youth justice for the London Borough of Hackney. She has previously worked in programme management and business development for Catch22 and with care leavers at Camden Social Services. In her native Australia, Beck worked as a therapist in the field of adolescent trauma. She has BA in Psychology, Grad Dip in Counselling Psychology and an MSc in Voluntary Sector Management from Cass Business School.
Becky Evans - Analyst
Bex joined Social Finance in August 2016. Her work is focussed on projects within the Impact Incubator, which develops new models for delivering impact in areas of acute social need.
Prior to joining Social Finance, Bex worked as a Client Relationship Manager at Goldman Sachs, where she provided consulting and project management services to Asset Managers and Pension Funds. She has also previously worked as an Auditor at Deloitte and is studying towards her CIMA qualification.
Bex is a member of The Women’s Foundation, an independent grant-making trust which supports charities working with women and girls in England, and co-runs the branch of the organisation for members aged under 35. Bex holds a BA in Classics from the University of Bristol.
Ben Jupp - Director
Ben Jupp is a Director at Social Finance. He leads Social Finance’s work on investment in health and social care, as well as supporting commissioners develop their full range of services.
Prior to joining Social Finance in 2011, Ben was Director of Public Services Strategy at the Cabinet Office. In that role Ben led work across Government to improve public services, such as through developing more personalised health and education services and shifting more transactional services on-line. In the civil service, he has also been Director of the Office of the Third Sector in the Cabinet Office, responsible for policy and support for the voluntary and community sector and social enterprises, and head of strategy at the Home Office.
Ben’s previous experience includes leading research on welfare, health and regeneration policy at the think tank Demos and working in the NHS. He is a senior visiting fellow at the Nuffield Trust and involved in the management of a number of local public services.
Beth Green - Associate Director
Charlotte Haywood - Associate
Charlotte joined Social Finance in April 2015 as an Associate and is working across a number of social impact areas including welfare-to-work and children’s services.
Charlotte previously worked in international management consulting, specialising on advising international governments and corporates on their energy policy. Recently, she has worked with a number of social enterprises on developing their business and raising capital. She also interned at the Asian Development Bank in their Private Sector division.
Charlotte holds a BSc in Economics from LSE and an MBA from the London Business School.
Cheriel Neo - Graduate Analyst
Cheriel joined the Social Finance graduate programme in September 2015 and works on projects involving children and young people. She has a BA in History and English from Oxford University and an MSc in Translation Studies from the University of Edinburgh. While at university, she ran a twice weekly outreach for homeless people and co-founded Just Love, an organisation which aims to engage students in local and global issues of social justice.
Chris Clements - Associate Director
Chris joined Social Finance in 2015 as an Associate Director. He primarily works on the Impact Incubator, which partners with foundations to develop sustainable, scaleable solutions to entrenched social problems.
Prior to joining, Chris was Group Operations Director and Director of Oasis UK at Oasis Charitable Trust, a large group of charities which supports individuals and communities across the UK. At Oasis, Chris led on strategic finance, ensuring the overall sustainability of the different parts of the group, and advising on projects and new initiatives. He also managed the organisation’s central operations, led on governance and legal issues and its trading and social enterprise activities. Previously Chris worked for 7 years with the national homelessness charity Crisis, as a project manager and as Head of New Projects Delivery. He started his career as an investment banker with Merrill Lynch, originating equity-linked and derivative projects. He holds a BA in Economics and Management from Oxford University and an MSc in Development Management from the Open University.
Clodagh Warde - Director
Clodagh joined Social Finance in February 2015. She is responsible for the Care & Wellbeing Fund, working with commissioners and social enterprises to develop innovative, outcomes based services. Before joining Social Finance Clodagh worked in health, both in advisory and leadership roles in the UK and abroad. Most recently she was a Senior Adviser in NHS England, prior to which she was Managing Director of an NHS CSU (Commissioning Support Unit). She was also Deputy and Interim CEO of a large Community NHS trust (4,500 staff) where she gained valuable insights into the realities of care provision, patient experience, and system integration. Clodagh also spent three years working with a HIV/AIDS community care program in Uganda that became the first NGO to dispense ARVs (anti-retrovirals) and was recommended by President’s Bush PEPFAR (President’s Emergency Plan For AIDS Relief) fund as a model of best practice.
Clodagh started her career as a systems engineer before developing a career in banking, as an Executive Director at Goldman Sachs and Lehman Brothers. She received her MBA from Saïd Business School, Oxford University, and holds both a degree in Information Technology and an ACCA (accounting) diploma.
Cooper Renfro - Associate
Prior to joining Social Finance in June 2014, Cooper worked at the International Institute of New England, a regional refugee resettlement agency based in Boston, Massachusetts. There he managed strategic fundraising efforts and earned-income programme development. Most recently, he assisted Cafédirect Producers’ Foundation in developing a business model for a social enterprise spin-off benefiting its network of small holder farmers in Africa and South America. At Social Finance, Cooper will be working on building the Development Impact Bond market. Cooper is committed to sustainability, especially alternative energy, and holds a certificate as a Master Urban Gardening. Cooper holds an MBA from Judge Business School, Cambridge, an MA from Harvard University in French literature, and a BA in French literature from Carleton College (Northfield, Minnesota).
Daniel Miodovnik - Associate
Daniel joined Social Finance in July 2011. He is currently the product manager of Social Finance Digital Labs, creating digital solutions for the social and public sector to improve decision-making and manage the delivery of social outcomes.
Daniel has in-depth knowledge of children’s services, criminal justice, education and employment. He developed and implemented the performance management systems for the Peterborough SIB, and two DWP Innovation Fund SIBs, all of which delivered improved outcomes to the people they served.
Daniel previously worked for The Reinvestment Fund, a CDFI focused on financing neighborhood revitalisation. Daniel holds degrees from Brandeis University, Boston MA and St Antony’s College, Oxford in political science with a focus on quantitative research methods.
David Fletcher - Senior Adviser
David joined Social Finance as a Senior Adviser this year. He is also non-executive Chairman of Odey Asset Management, a UK fund manager which manages $12billion in a variety of conventional and alternative strategies. He has been Chairman and Chief Executive of Odey for the last 20 years, before which he worked at Leopold Joseph, the UK quoted merchant bank, where he was CEO. David graduated from New College, Oxford, in 1980.
David Hutchison OBE - Chief Executive
David has been Chief Executive of Social Finance since May 2009. Over this period, he has helped build Social Finance from a concept to a team of over 70 professionals drawn from social, public sector and financial backgrounds. Since May 2010, David has been General Partner for the Peterborough Social Impact Partnership – the initiative to finance a programme to reduce recidivism among short sentenced male offenders leaving Peterborough prison. Investors in the partnership are rewarded if, and only if, the programme delivers a measurable reduction in re-offending. The initiative has brought Social Finance significant national and international recognition.
Prior to joining Social Finance, David spent 25 years with Dresdner Kleinwort where he was most recently Head of UK Investment Banking and a member of the Global Banking Operating Committee, coordinating the bank’s activities in the UK across the full range of investment banking products. David has a BA in History and Economics from Brasenose College, Oxford.
He is a non-executive Director of Start Up Loans, a government funded pilot to extend small loans to young people and help them start their own businesses, and 3i, one of the world’s leading international investors, with over £11bn of assets under management. David was awarded an OBE in June 2013 for his services to finance.
Diane Mak - Director
Diane joined Social Finance in June 2010 and is a Director in the international development team. She leads the development of outcomes-based initiatives in a range of sectors and geographies.
Prior to joining Social Finance, Diane worked at the International Growth Centre at the London School of Economics, offering independent advice on economic growth to governments in Africa and Asia. She also worked as a consultant to the Deputy Minister of Finance in Liberia. Before that, Diane was Contributing Editor of the Global Corruption Report at Transparency International. Diane started her career in the investment banking division at Citigroup Global Markets.
Diane holds a Master in Public Administration in International Development from the Harvard Kennedy School and a BA in Economics from Cambridge University.
Douglas Hull - Analyst
Doug joined Social Finance in September 2013. He has worked on performance management of five social impact bonds; three supporting young homeless people and two focused on teenagers at risk of becoming NEET. He has also worked on several projects in the children’s services sector, including data analysis for a local authority and capital-raising advisory work with a leading children’s charity. He moved to Social Finance from Charity Finance Group and holds a BA in Geography from Cambridge University, where he also founded an overseas volunteering society.
Ellie Nettleship - Associate
Eleanor joined Social Finance in 2012. She focuses on the application of Social Impact Bonds to the area of International Development and has developed outcomes based structures to address a range of development issues such as Human African Trypanosomiasis (sleeping sickness) in Uganda, employment in the West Bank and HIV prevention in South Africa. Previously, Eleanor worked at the British Council on their International Education projects, and with Transparency International on developing their anti-corruption reporting methodologies. She is also a trustee of a charity focused on supporting education in Liberia. Eleanor holds a degree in Chemistry from Oriel College, Oxford and an MSc in Development Studies from the School of Oriental and African Studies, London.
Emily Bolton - Director
Emily is a Director at Social Finance. She leads the Impact Incubator which partners with foundations to develop “game changing” solutions to entrenched social problems.
Emily joined Social Finance in November 2008. She led the development of the first Social Impact Bond in Peterborough. She also developed new models focused on recovery from addiction, rehabilitation of offenders and financial inclusion. Emily has been working at the intersection of business and social change for over a decade.
Prior to joining Social Finance, Emily worked at REDF, a venture philanthropy fund is San Francisco with a mission to create jobs for people with the greatest barriers to work. There she partnered with high potential nonprofits to develop businesses that provide an access route to the workplace. Emily started her career as a strategy consultant with a focus on financial services and worked with a range of retail finance institutions. Emily has a BA in Natural Sciences from Cambridge University and an MBA from Berkeley where she received a full merit scholarship.
Gail Gikes - Executive Support
Gail joined SF in 2015 to provide executive support to the senior management team. She previously worked at the Financial Reporting Council as a PA/Team Secretary to the Director of Audit of Policy and the Audit Assurance Team. Gail is currently studying Criminology and Psychological Studies at the Open University.
Gopi Shah - Associate
Gretchen Crosby Sims - Director
Gretchen Crosby Sims joined Social Finance as a Director in February 2015. She is focused on expanding Social Finance’s advocacy and policy efforts to support and encourage those seeking to redesign public services through outcomes based commissioning. She is also engaged in supporting specific projects in children, family, and education related areas.
Gretchen’s career prior to Social Finance has focused on identifying and scaling social interventions to improve people’s lives, and to promoting supportive public policies. Most recently, she was the chief program executive at The Joyce Foundation, a private foundation in the US with assets of $900 million and $40 million in annual grant making. At Joyce, she oversaw strategy and impact evaluation process for seven grantmaking programs – education, environment, employment, gun violence prevention, democracy, culture, and special opportunities – and helped win evidence-based social policy changes in numerous issue areas. In earlier roles, Gretchen led Joyce’s K-12 education grant making and served as Director of Strategic Initiatives. Gretchen has also worked at the Council on Foreign Relations, CNN, Harvard’s Kennedy School of Government, and as a policy adviser to presidential candidate Bill Bradley. She holds PhD and MA degrees in political science from Stanford University and a BA in government from Harvard University.
Hannah Butler - Communications Manager
Hannah joined Social Finance in 2015 as Communications Manager. She uses a broad range of channels to help build understanding of, and engagement in, Social Finance’s work on public service redesign and outcomes based commissioning.
Prior to joining Social Finance, Hannah worked for a number of years in strategic communications across a range of sectors. This included a role in New York City at the Columbia Translational Neuroscience Initiative, and a stint advising commercial clients at Manning Gottlieb, an advertising agency.
Hannah also writes for Nonprofit Quarterly, an independent, nonprofit news organisation, and volunteers her communications skills for CLAPA, the UK-wide charity set up to help those affected by cleft lip and palate. She holds a BA in History from Leeds University and Post Graduate Certificate in International Business.
Hannah Goldie - Associate
Hannah joined Social Finance in October 2013. She is currently developing a new response to perpetrators of domestic abuse as part of the Impact Incubator. She also works on children’s services projects. Prior to joining Social Finance Hannah worked for three years at the Department for Education where her roles included leading the establishment of two Free Schools. She previously interned with the Social Market Foundation, a leading cross-party think tank. Hannah completed a community leadership fellowship programme in 2011-12 and now holds lay positions with a children and family care charity. She holds a BA in Philosophy, Politics and Economics from Worcester College, Oxford.
Harriet Ballantine - Analyst
Harriet joined Social Finance in June 2015, working mainly in the areas of health, social care, and children’s services. She previously worked at Morgan Stanley Investment Management, where she was a member of the sales team and responsible for relationships with financial intermediaries across the UK & Channel Islands. Harriet holds a BA in Philosophy & Economics from UCL.
Jane Newman - International Director
Jane joined Social Finance in 2012 as International Director. She leads work on developing an international network of impact investment intermediaries to develop Social Impact Bonds. She joined from The Social Investment Business, the UK’s largest social investor, where she was Director of Governance and Company Secretary; prior to which she was a senior corporate partner at a leading international law firm, Simmons & Simmons, where she advised a wide range of clients across the commercial and financial sectors. She has broad international experience, leading transactions in a range of jurisdictions, and also held positions as managing partner of Simmons & Simmons’ German operations and as head of its Mainland China office.
Jane studied law at Birmingham University and at Lincoln College, Oxford. She is a qualified solicitor. She is also a board member of the European Venture Philanthropy Association and is a member of GECES – the European Commission’s expert group on social entrepreneurship.
Janette Powell - Director
Janette Powell joined Social Finance as a director in July 2010. She led the first Social Impact Bond to reduce re-offending and has since worked on a NEETs Project in Manchester, a Domestic Violence Perpetrator pilot in West Sussex and a Health Social Impact Bond in Worcestershire. Janette has been working with vulnerable adults and families facing social exclusion since 1993. She holds a degree in Housing & Social Work and is a corporate member of the Chartered Institute of Housing. For 8 years she specialised in managing services for offenders, both within a custodial setting and in communities. She has worked within the statutory and voluntary sectors including roles with a Regional Director of Offender Management Office and NOMS National Operations Group. Prior to joining Social Finance, Janette led an innovative community project for prison leavers across the South East Region, on behalf of the Ministry of Justice. Janette sits as a board advisor on a social enterprise aimed at training ex-offenders to work in the construction industry.
John Medley-Hallam - Graduate Analyst
John joined the Social Finance graduate programme in September 2015 and is currently working within the Enterprise and Investment Advisory Team. Since joining, he has been responsible for researching Community Businesses for a report that Social Finance is creating for Power to Change. Prior to joining, John interned for The Mountain Trust, working to secure corporate sponsorship as well as conducting Nutritional research in Pokhara, Nepal. He holds a MSci in Natural Sciences from Cambridge University where he volunteered for SEEDs Iceland, The Kaleidoscope Trust and Dorset Police.
Jonathan Flory - Director
Jonathan Flory is Director at Social Finance Limited. He works across a number of social impact areas including criminal justice, welfare/work, youth, homelessness and the arts. He acted as adviser to Big Society Capital on its establishment. Jonathan is a Director of four SIB project companies which aim to improve educational and employment outcomes for young people and adult homeless.
Prior to joining Social Finance in 2011, Jonathan served as Acting Director of Pro Bono Economics, a charity which introduces economists to charitable organisations to help address questions around measurement, results and impact. Previously he spent over 25 years as a Corporate Finance adviser within the investment banking sector, principally at Dresdner Kleinwort.
Jonathan holds a MA from Pembroke College, Cambridge.
Kaj Siebert - Chief Technology Officer
Kaj Siebert is Chief Technology Officer for the Social Finance Digital Labs and is responsible for the technical direction and strategy of the Digital Labs. His current focus is on data security in analytical environments and designing a data-driven toolchain to support the Social Finance work.
Prior to joining Social Finance in February 2016, Kaj spent over 15 years as CTO for a number of FinTech startups, where he designed and implemented information and analytics systems for top-tier investment banks. Before that he worked in the technology and strategy group at Reuters and performed technical due diligence for the Reuters Greenhouse Fund.
Kaj holds a PhD in Astrophysics from University College London where he studied the atmospheres of hot stars. He was a key player in the early introduction of Java and Linux to the astronomy community. He is an elected Fellow of the Royal Astronomical Society.
Kate Kewley - Associate
Kate is an Associate at Social Finance, working primarily on projects within the Health and Social Care practice. Focusing particularly on scaling social care that better draws on community resources, Kate is working on the Shared Lives Impact Incubator (with projects in Manchester and Lambeth) and the Reconnections project in Worcestershire. Kate joined Social Finance in October 2015, before which she managed Plan UK’s multi-year ‘Financial Education for Girls’ partnership with Credit Suisse, and worked with Barclays and Care UK on ‘Banking for Change’ – developing and extending vulnerable individuals’ access to basic financial services across seven countries. Before Plan UK Kate worked in Oxfam’s Corporate Partnerships team and in the UK Poverty Programme, within which she helped to establish Oxfam’s partnership with Unilever, FareShare and the Trussell Trust. Kate holds a BA in English from the University of Oxford.
Laura Yassa - Associate
Laura Yassa is an Associate at Social Finance. She works across a number of social impact areas, splitting her time between the Health and Social Care team and the Digital Lab, Social Finance new business area focused on improving services through generating insight from local government data.
Prior to joining Social Finance in 2016, Laura worked in strategy consulting at the Monitor Group / Deloitte advising both public and private sector clients, as well as charities in the areas of education, health and social care, life sciences and medical research.
Laura holds a MA in Mathematics from Corpus Christi College, Oxford.
Lina Behrens - Associate
Lina is an Associate in Social Finance’s Health and Social Care team. She works across a number of projects, including leading a feasibility study for improving care for people with Dementia, and is the Health Analytics Lead for Social Finance.
Lina previously worked as a Consultant at The Boston Consulting Group (BCG), where she was a member of the NHS team and the public sector core group. She co-authored “A tale of two funds”, a report assessing Futurebuilders, the first social investment fund in the UK. Prior to this, Lina worked for the UN Refugee Agency, the German Development Agency (GIZ) and the Preda Foundation.
Lina is a Trustee for Age UK East London and a mentor for IntoUniversity. She holds an MPA in Public and Economic Policy from London School of Economics, a BA in Economics and a BA in International Affairs from the University of St.Gallen.
Lisa Barclay - COO
Lisa is COO of Social Finance and also leads our work in Children’s Services. She previously supported the growth of small businesses as an investor at Bridges Ventures and co-founded an e-government software business. Lisa started her career as a public policy advisor and was a Special Advisor on welfare to work at the Department for Education and Employment. Lisa holds a BA in Social and Political Sciences from Cambridge University and a MBA from London Business School.
Lisi Bouchard - Associate
Lisi joined Social Finance in April 2015 from the UK Ministry of Justice (MoJ). Her work in Social Finance focuses on the development and delivery of Social Impact Bonds (SIBs) including the Reconnections SIB to reduce loneliness amongst older people in Worcestershire and the Fair Chance SIBs in the area of youth homelessness. At the Ministry of Justice Lisi led the design and delivery of several areas of the Transforming Rehabilitation Programme including designing and testing new delivery models, whole system programme assurance and designing and setting up the contract management directorate. Her previous experience ranges from business development in the National Offender Management Service, to operational management and leadership at West London Magistrates Court. Lisi is also Trustee for Red Balloon (North West London) which supports young people who self-exclude or are isolated at school because of bullying or other trauma. She has a BA in History from Oxford University.
Louise Savell (on maternity leave) - Director
Louise jointly leads Social Finance’s international development team – designing, developing and delivering payment-by-results and social investment structures for a range of clients including DFID, USAID, Grand Challenges Canada, the Global Innovation Fund and the Shell Foundation, in both sub-Saharan Africa and South Asia.
In the UK, Louise has led high impact projects on financial inclusion, homelessness, health and regulatory reform for clients including HM Treasury, the Department for Communities and Local Government, the Greater London Authority and a number of leading charitable trusts and foundations.
Before joining Social Finance, Louise led the Eastern European programmes of ARK where she worked with government and service providers to accelerate the reform of child welfare systems towards family-based care in Bulgaria and Romania.
Louise is a regular speaker on payment by results and Social / Development Impact Bonds – recent speaking engagements include high profile events at the World Bank, USAID, DFID, WHO and the Brookings Institute.
She holds an MPhil in International Development and a BA in Philosophy, Psychology and Physiology from the University of Oxford.
Marie-Alphie Dallest - Graduate Analyst
Marie-Alphie joined the Social Finance graduate scheme in September 2015 and currently works across the Health and Social Care team. She recently graduated from NEOMA Business School in France where she specialised in entrepreneurship and corporate finance. She interned for BNP Paribas Asset Management in Paris where she was in charge of pipeline development and investment recommendations for Solidarity funds (socially-focused investment funds) and has also interned in a microfinance investment fund.
Mario Barosevcic - Associate
Mario is an Associate at Social Finance. He has worked on commissioner advisory, Social Impact Bond development and enterprise advisory projects in the fields of children’s services, healthcare and renewable energy.
Prior to joining, Mario worked in strategy consulting at Monitor Group/Deloitte advising both public and private sector clients in areas of education, healthcare and consumer goods with a focus on growth strategy. He has experience helping social enterprises develop their business plans and is a school governor at Harris Academy Tottenham. Mario holds a BA in Government from Harvard University.
Marta Garcia - Director
Marta is leading Social Finance’s work in Latin America, with a focus on Mexico, Brazil and Chile, and contributes more broadly to our international practice. Marta brings a hybrid set of skills to Social Finance, with extensive private sector experience in strategy consulting (Boston Consulting Group) and commercial banking (Capital One Bank), and deep expertise supporting the growth, sustainability and impact-creation capabilities of non-profit organisations (UnLtd, The Bridgespan Group, Leaders’ Quest Foundation, Population Services International). Marta is a Spanish national, though her career spans several countries and cultures, and is motivated by achieving tangible impact for beneficiaries. She has a BA in Economics and Business Administration from UAM (Spain) and an MBA from Stanford University. Marta is a Trustee of FPA, a UK-based sexual health charity.
Martin Rich - Sales Director
Martin joined Social Finance as a Director in April 2009. He focuses primarily on developing the investor base for social impact investments and structuring products to link capital with demand. Martin spent over 12 years in international investment banking working on structured debt and derivative products. His last role was in HSBC’s Financing Solutions Group with responsibility for structured financing and hedging solutions for clients across the EMEA region. He was previously in charge of sales for the Pensions Solutions Group and responsible for developing the European Corporate Liability Solutions marketing team with a specific focus on the development of the bank’s inflation-linked capabilities. Prior to this, Martin was Head of UK Corporate Risk Management Sales at JP Morgan. His career started at UBS Warburg in interest rate derivative sales.
Martin has a passion for international development and poverty relief. He is Chair and Co-Founder of the Future-Fit Foundation, a member of the Assets and Liabilities Committee for The Social Investment Business and the Panahpur Investment Committee. He is also a Trustee of the Access Foundation and a member of Christian Aid’s “In Their Lifetime” Directorate. Martin was formally a member of the Asset Allocation Working Group for the G8 Social Investment Task Force. He holds a double-Masters in Engineering from Queens’ College, Cambridge.
Marva Gowie - Office Manager
Marva joined Social Finance in September 2008 prior to which she spent ten years at Citibank working as a PA and training coordinator. Her previous career includes ten years at World Jewish Relief as Appeals Administrator and Secretary.
Matthias Pries - Graduate Analyst
Matthias is a Graduate Analyst and joined Social Finance in June 2015. Prior to working at Social Finance, he worked at Grand Challenges Canada, investing in healthcare entrepreneurs in low- and middle-income countries. Before this Matthias worked at Sarona Asset Management, a private equity impact investment office investing in growth stage SMEs in emerging markets. He also has experience working in the renewable energy and sustainability consulting sectors. Matthias graduated from the University of Waterloo (Canada) with B.ES in Environment and Business.
Meg Brodie - Graduate Analyst
Meg joined the Social Finance graduate programme in September 2015, working in the Impact Incubator team to develop new approaches to complex and entrenched social issues. Prior the joining Social Finance, she was the Communications Director for Oaktree, an Australian youth-led development organisation focusing on young people in the Asia-Pacific region. She also has 5 years’ experience as a Research Assistant in a University, working mainly on education and employability projects. She graduated in 2014 with a degree in Economics and Anthropology from Melbourne University.
Mel Hennessey - HR Co-ordinator
Prior to Social Finance, Mel worked for Charlton Athletic Football Club for 13 years. Following a career break to go travelling, she settled in Peterborough and joined the One Service as Office Manager in 2011. She was instrumental in setting up the systems and processes to facilitate the UK’s first Social Impact Bond. When the One Service drew to a close, she helped to build TTG Training CIC. She continues her work at TTG Training CIC as Office Manager, splitting her time as HR coordinator within the Social Finance office. In her spare time Mel is Akela at a Cub Group.
Nathan Elstub - Consultant
Nathan joined Social Finance in 2013 to raise and manage our impact investment funds. His previous career was as a partner in a leading private equity investor and as a business angel and mentor. He has invested in an institutional and personal capacity in early stage through to mid market UK based private businesses for many years. He is an engineer by degree and chartered accountant by professional qualification and spent the early part of his working life advising companies, public sector and not-for profit organisations on financial and fund raising matters. He has both extensive non-executive and hands on operational management experience in businesses undergoing rapid growth and significant change.
Alongside Social Finance Nathan is on the advisory board of an education centric Social Enterprise Accelerator organisation, and mentors a handful of small businesses. He spends too much time on his bike, and not enough time in his kayak.
Nick Matthews - Associate
Nick is an Associate at Social Finance, where he works across a number of social issue areas including children’s services and education. His particular focus areas are working with commissioners on the development of Social Impact Bonds from programme design through to structuring and capital raise, and providing charities and social enterprises with capacity building, capital raise and transaction support.
Prior to joining, Nick trained as a management consultant at PwC for two years, working in particular across the public sector and with the NHS. Nick is also a trustee of BlockWorkout Foundation, a charity that uses ‘street’ workouts and mentoring to help inner city children steer clear of gang involvement and serious crime, and is a volunteer Maths tutor with The Access Project. Nick has a BSc in Natural Sciences from Durham University.
Nick Salisbury - Consultant
Nick, after a career in property finance with Barclays, is now using his knowledge and business expertise for a wider social benefit. This carries a specific focus on housing and regeneration. He has a portfolio of varied non-executive and advisory roles where he brings added value from his banking and property background and is working with Social Finance on a consultancy basis, looking particularly at housing and related areas. He is an independent Board Member of Homes for London at the GLA and has joined the board of the housing association, Home Group. He is also a trustee of Oasis Charitable Trust. Nick was a member of the Montague Review, examining the Barriers to Institutional Investment in the Private Rented Sector.
Nita Colaco - Associate Director
Nita is an Associate Director in the International Development team. Her projects have spanned a range of sectors (agriculture, health, education, early childhood development) and countries (Uganda, Swaziland, Cameroon, Afghanistan, among others). Previously, she worked in Global Investment Research at Goldman Sachs, where she covered European integrated oil companies and analysed trends in the oil & gas industry globally. From 2007-2008, she worked in private sector development in Afghanistan as a consultant with Building Markets (formerly Peace Dividend Trust), where she advised international buyers and Afghan suppliers on local procurement solutions. Nita began her career at the Council on Foreign Relations, a foreign policy think tank based in New York. She holds an MPhil in Economic & Social History from Oxford University, and a BA in Political Science from Barnard College, Columbia University.
Osutaro Kili - Graduate Analyst
Osutarö joined Social Finance in June 2015. She works with the Development Impact Bond team to design outcomes-based financing solutions for international development. Osutarö previously worked as a research assistant at the West Africa Civil Society Institute in Accra, Ghana. She holds a degree in Politics and African Development from Sciences Po Paris and an MSc in Philosophy and Public Policy from the London School of Economics.
Peter Nicholas - Director
Peter has over 25 years of management and project experience at the World Bank, including serving as Director of a five country Department in Southern Africa. He has focused on delivering projects with measurable and sustained impact, and on results-based country strategies. His experience ranges from environmental assessments to budget management, and from community-based social projects to the fiscal impact of mining investments. He has worked with countries in Africa, South Asia and the former Soviet Union, specialising in the development challenges of low-income and fragile states. He is also a Trustee of BRAC UK. Peter holds an M.Phil in Economics and a D.Phil in Philosophy from Oxford University.
Phillip Young - Consultant
Phillip joined Social Finance in May 2015. He works primarily with private clients, family offices, private banks and private wealth managers to develop their interest and investment in socially beneficial investment projects and products. Phillip spent over 10 years in investment banking in London and New York, including Head of EMEA for HSBC’s Corporate Finance Solutions team, a partnership between their Global Banking & Markets and Global Private Banking divisions. He has previously advised listed and unlisted small- to mid-cap. companies on capital raising and mergers and acquisitions. In addition to his work at Social Finance, he advises ZBS, a leading tertiary education provider to minorities in south Asia, on international development. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Freeman of the City of London. He holds a Bachelor of Commerce (Accounting & Finance) from the University of Melbourne.
Rachelle Angeline - Analyst
Rachelle joined Social Finance in June 2013, focusing on the issue area of Young Adolescents with complex needs. Rachelle has previously worked in a social enterprise working to improve outcomes for youths, young and vulnerable adults who are NEET. Rachelle holds a BSc in Economics from the University of Nottingham.
Richard Speak - Director
Rich joined Social Finance in August 2013. He leads our work advising charities and social ventures on growing their businesses and raising social or other forms of investment. Rich works across all sectors and is particularly focused on the sustainable communities, renewable energy and community enterprise sectors. Prior to joining Social Finance, Richard was a Director in corporate finance at Pall Mall Capital in London, specialising in mergers and acquisitions, strategic advisory and capital raising transactions across the UK and Europe. Rich is a Chartered Accountant and holds an LLB in Law and is a Member of the Chartered Institute of Securities and Investments. Alongside Social Finance Rich is the advisor to Rovers Trust, the Blackburn Rovers Supporters Trust, which he helped to set up and grow to a fully-fledged social enterprise with membership, charitable and trading operations deeply involved in the sports community in the Blackburn area. Rich also holds senior advisor and mentoring roles with a handful of small businesses. Rich is recently married and is currently enjoying learning about his new Indian/ Kenyan family heritage and community.
Rita Perakis - Associate
Rita is an Associate at Social Finance working on applying outcomes-based financing to new areas in international development and supporting Social Finance’s market-building strategy. Her projects have covered a range of topics including education, health and disaster resilience. Before joining Social Finance in March 2015, Rita was a program associate at the Center for Global Development where she managed initiatives on outcomes-based financing. She contributed to CGD’s work on Development Impact Bonds, Cash on Delivery Aid and aid effectiveness, and produced the Quality of Official Development Assistance (QuODA) Assessment. Previously she served as a consultant for the Millennium Challenge Corporation and worked for Seedco, a non-profit intermediary, and the Council on Foreign Relations, a foreign policy think tank in New York. She holds a Master of Public Administration from Columbia University and BA in political science from Emory University.
Robert Craig - Analyst
Robert works on the Impact Incubator, which delivers scalable solutions to some of society’s most entrenched problems, focusing on the Perpetrators of Domestic Violence. He is also part of the Health and Employment Partnerships venture that works with commissioners, providers and investors to develop services spanning the traditional boundaries of health and employment provision.
Prior to joining Social Finance in 2015, Robert delivered advisory projects across the public sector as part of KPMG’s Strategy & Operations practice. He read English Literature and German at Edinburgh University and is a qualified Management Accountant. Robert is Treasurer of The Boxing Academy, an Alternative Provision school in Hackney.
Sara Guerreiro de Sousa - Analyst
Sara joined Social Finance in 2016 as an Analyst, working across a range of issue areas. She has been primarily a part of the International Team, supporting social investment intermediaries in Brazil.
Before joining Social Finance, Sara worked at the Portuguese Social Investment Lab developing a feasibility study for a Social Impact Bond and acted as Assistant Professor of two master courses at university. She has been part of a scientific research project with Siemens, undertaken an internship in financial markets with Santander and worked in projects across education, development, immigration and intercultural dialogue. In her free time, Sara enjoys running, travelling and learning how to code.
Sara holds a BSc in Applied Mathematics and Computation from the Technical University of Lisbon (IST, Portugal), a course in Finance at Imperial College of London (UK) and an Msc in Finance from NOVA Economics and Business School (Portugal).
Sophie Ruddock - Analyst
Stephen Brien - Consultant
Stephen worked at Oliver Wyman, the strategic management consultancy, between 1997-2011. He was made partner in 2003 and was head of the London office from 2004 to 2008. Between 2011-2013, he was Expert Adviser to the Secretary of State at DWP. He is also a Board Member at the Centre for Social Justice. He has a B.Sc from University College, Dublin and a D.Phil in Computation and M.A in Law from Christ Church, Oxford.
Tim Bryson - Interim Essex SIB Director
Tim is Interim Director for the Essex Social Impact Bond (SIB), overseeing the contract with Action for Children for MST provision in Essex and liaising with County Council social care services. Tim is a qualified psychiatric nurse, with clinical experience in adult mental health services and substance misuse services. He has worked at Board level in commissioning and provider organizations. From 2002 to 2012 Tim was executive Director of Children’s Services and Nursing for Cambridgeshire & Peterborough NHS Foundation Trust (CPFT). Whilst at CPFT, Tim was involved with and supported the development of multisystemic therapy services (MST). Since 2012, Tim has worked as an independent healthcare consultant with project assignments for Cambridge University Health Partners, CPFT, the Health Foundation, Camden & Islington NHS FT, and NHS London. Tim has a Masters in Social Research, and a Masters in Health & Social Care Management. Tim is also chair of Blue Smile, a children’s charity in Cambridgeshire, which provides therapy and support for primary school age children.
Tim Rothery - Associate Director
Tim leads on much of Social Finance’s work in property and housing, focused around increasing the supply of good quality, well managed, affordable property for low to middle income households and those with additional support needs. Tim works with a wider range of organisations from charities and social enterprises through to local authorities, helping develop robust business plans, raising capital and supporting the implementation of projects ranging in size from £2m to over £100m. Tim has advised DCLG on ways to help attract institutional investment into housing for homeless households, as well as being co-author of a report with the Resolution Foundation on “Building Homes for Generation Rent.”
Prior to joining Social Finance in 2011, Tim worked at Goldman Sachs, where he was a Vice President in the Global Investment Research department in London, most recently leading the European Capital Goods Research team. Tim is a Chartered Financial Analyst, and holds an MPhil in Economics from Oxford, and a BA in Economics from Cambridge. As a confused fun runner, Tim has completed over 20 ultra-marathons including the 2012 Marathon des Sables, but now finds most of his running is spent chasing after his young daughter.
Toby Eccles - Development Director
Toby founded Social Finance in 2007. There are now 70 professionals working in Social Finance UK with sister organisations in the US and Israel, and partnerships with intermediaries in Canada, South Africa, Brazil and Portugal. As Development Director his focus is on new initiatives for the organisation and innovation. He led teams that developed the Social Impact Bond model, from initial concept to the first implementation at Peterborough prison; the first local authority Social Impact Bond in Essex focused on Children in Care; designed the Social Outcomes Fund for the Cabinet Office, the first centrally pooled fund for Impact Bonds; catalysed Development Impact Bonds in partnership with the Center for Global Development; worked with the Inter-American Development Bank on Impact Bond strategies for Chile, Mexico and Brazil; and launched Social Finance Digital Labs, our new business area focused on improving services through generating insight from local government data.
From 2005, he acted as secretariat for the Commission on Unclaimed Assets, which recommended the creation of a Social Investment Bank that later became Big Society Capital. Prior to this, he was Director of Research at ARK, a child focused foundation, where he built programmes around education in the UK and communities with high levels of HIV/AIDS in South Africa. In the commercial world, Toby worked in corporate finance at UBS Warburg, and built a next generation internet protocols business for Data Connection, a leading UK software company. Toby holds a BA in Maths from St. Edmund Hall, Oxford.
Tom Davies - Analyst
Tom joined Social Finance in March 2014 in the Development Impact Bond Team. He is currently assessing the feasibility of applying the DIB model to different issue areas across the international development sector, as well as assisting on a range of DIBs under development. On leaving University Tom interned at Social Enterprise UK, and the Social Market Foundation – a leading cross-party think tank – where he produced a report on public service mutuals. Prior to joining Social Finance, Tom worked for The DoNation, a start-up social enterprise promoting sustainable behaviour change, and was principally responsible for social impact measurement. Tom holds a BA in Classics from The Queen’s College, Oxford.
Tom Shirley - Associate Director
Tom joined Social Finance in September 2013 from the UK Government’s Cabinet Office. His work is focused on the fields of health & social care and education. Tom’s work in Cabinet Office has focused on public service reform strategy and the creation and expansion of new commercial models to deliver public services, in particular the creation of new Public Service Mutuals. Tom has conducted doctoral research on school reform in England and has a BA(Hons) in Social and Political Science and an MPhil in Education Research, from Downing College, Cambridge.