2013 Epic Financial Funding LLC - Summary (v6)

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Epic Financial Funding, LLC 2013 Funding Green Energy Projects

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Epic Financial Funding, LLC helps finance large scale projects with their main focus and expertise in viable renewable energy projects. The company is able to offset the higher initial capital costs associated with renewable generation by strategically aligning itself with key financial partners and by utilizing sophisticated financing structures to raise capital required to develop a project. We know that purchasing, installing and maintaining green energy systems such as wind and solar can require a significant outlay of both capital and resources. Epic’s founders have combined decades of corporate experience with innovative and entrepreneurial problem solving to truly understand today’s developers.

Transcript of 2013 Epic Financial Funding LLC - Summary (v6)

  • 1. Epic Financial Funding, LLC2013Funding Green Energy Projects

2. Recommendations for Epic Financial FundingI have known Randy for 12 years and worked for him very early in my career. While at Midwest National I watched the company successfully transform from a single branch operation to a nationally recognized lender in the mortgage industry. Randys leadership skill, and "no non-sense" direct approach was a factor in his success. I have a great deal of respect for his years of knowledge, professionalism, integrity and would highly recommend him. -- (April 9, 2009) Julie Dietz, Director of Training, Bear Stearns worked directly with Phillip(Randy) at Midwest National Mortgage, BancIt is my distinct pleasure to write a recommendation for Phillip. I have had the pleasure of working with him for more than 4 years and I think the world of Phillip. Phillip Carson is a highly talented professional and an incredibly giving individual. He treats his clients and colleagues with the utmost respect and will jump through fires to help someone in need. I would highly recommend him for any professional organization and firmly believe that he could make a very significant contribution to an organization. (May 6, 2009) Noelle Kim, Investment Advisor representative, Investment Advisors International worked directly with Phillip(Randy) at World Financial GroupRandy Carson is a great center of influence and a leader in the financial services industry. He led the Cincinnati team he built to success with quality and a commitment to excellence. We created an amazing amount of synergy which led to record setting performance. Randy reached SVP as fast as it could be achieved and was fun to work with. I highly recommend him. (April 20, 2009) Tom Mathews, National Sales Director, A.L. Williams managed Phillip(Randy) at A.L. Williams/Priamerica Corp. 3. Selected AssociatesAnthony Carson, Andrea Lucke, John BoehnerGovernor Bob Taft, Mr. & Ms. Carson, George Bush, Jr. 4. Managing Partner & CEO of Epic Financial Funding Phillip (Randy) CarsonPhillip (Randy) Carson, Managing Partner of Epic Financial Funding, Inc, studied at the University of Cincinnati on the GI Bill to obtain an AD in Police administration in conjunction with the Ohio state highway patrol academy in Columbus Ohio, graduating in December of 1969. After three years as a law enforcement officer in Ohio, enrolled at Xavier University and studied Finance and Stock Market Analysis. In 1977 received a professional designation of (Certified Insurance Counselor) in Risk Management. Randy has 30 years experience in financial services and lending and began his career in 1974 as Founder and President of Clermont Insurance and Financial Services. In 1993 Mr. Carson founded Midwest National Mortgage Bank, where his company was nationally rated in the top 100 privately owned mortgage banks in the United States. From 1973-1998 Randy was active in Ohio Republican politics in several capacities. He was elected to public office twice and served eight years as an elected official. Randy was a statewide delegate to the Ohio Republican Party and served as Finance Chairman of his county. He was the youngest ever in Ohio to be appointed to Chairman of the Board of Elections. Randy worked and managed two congressional district positions for Ronald Reagan and James A. Rhodes, Governor of Ohio. Randy worked throughout Ohio for Senator Robert A Taft's reelection to the U.S. Senate. In 1999 he served in an official position for Governor Robert A. Taft II as a small group of statewide host committee members and served as one of his chief fund raisers. Randy was nominated to President Gerald Ford's National Education Committee in 1974, and was invited to the White House on two occasions. In addition, Randy was elected as a life member of the national registry of Who's Who in Business in 1999. 5. Managing Director of Epic Financial Funding Alexander FergusonAlexander Ferguson sits on the Board of Directors of Epic Financial Funding. He has more than 25 years experience designing complex global information environments and total business solutions, as well as launching and managing several successful high technology ventures. Mr. Ferguson brings the business experience garnered from building a multi-million dollar defense contracting company, as well as a cutting-edge technical know-how, and the visionary acumen of a true futurist to the complex needs of solving todays strategic business information problems. Mr. Ferguson's clients include the Department of State, the Federal Aviation Administration and the Interagency Collaboration Zone. Mr. Ferguson also served as a recognized CIO-level consultant to the Executive Office of the President of the United States, and other world recognized organizations such as the Associated Press, GlobalStar, MD Anderson Cancer Center, The Aerospace Corporation. Mr. Ferguson has served as the lead architect and technical leader for a number of major global information networks, including State Departments global network, which are responsible for several billion dollars of expenditures a year. Currently, his recommendations to the Department of State's Strategic Planning Office are included in submissions to the White House, U.S. Senate, U.S. Congress, and other agencies. The sole founder of Crius, Inc., one of the founders of Intercom Consulting and Federal Systems, and a co-founder of Scarlet Fire Entertainment; Mr. Ferguson brings the business experience of founding and building a multi-million dollar defense contracting company, as well as a cutting edge entertainment technology firm to his high level of competence in solving the complex needs of today's businesses. In the Washington Metropolitan Area, where technologists abound, Washington Technology magazine noted Mr. Ferguson as one of the area's notable technology entrepreneurs and futurists. In addition, Mr. Ferguson was chosen and profiled as Contract Professional Magazines All-Star technologist for January 2002. Mr. Ferguson is also a Co-Founder, and Board member of the Financial Policy Council in NYC. Of note is that Mr. Fergusons patented concept (US Patent # 7,363,497) preceded Apple Inc.s iTunes store service by two years, and correctly predicted the rise of downloadable Internet content. Mr. Fergusons next patent (US Patent # 8,212,677) in individual medical logistics predicts the rise of personalized medicine and information logistics. Technically speaking, Mr. Ferguson has extensive experience in networking and security environments as well as storage networking systems in global, complex, heterogeneous environments. At the time of his CISSP certification, Mr. Ferguson was one of only twenty (20) people dual certified with both a CCIE and CISSP worldwide. In 2000, Mr. Ferguson founded Kaang, Inc. to provide strategic, enterprise-level consulting on security, technology, and business alignment for major clients. Mr. Ferguson is a 2008 graduate of the Harvard Business Schools elite Owner/President Management Program. He is also a multi-decade practitioner of the martial arts, and former member of the US Army Reserve. 6. Managing Director of Epic Financial Funding Dr. Gary Barbosa Dr. Gary Barbosa is CEO and principal owner of the Champion Family of Companies. Born in New Jersey, he worked his way through college in the family gas station and body shop. Board Certified in Medicine and Surgery as well as earning a double major in Biology and General Science from Villanova University, as well as a minor in Philosophy, gives Dr. Barbosa an uncanny ability to evaluate innovations and technology. He is one of the founding members of an international global philanthropy, determined to advance technological solutions to overpopulation and the depletion of global resources. He is married 29 years, and has a son and a daughter. Although he retired from medical practice in 1998, he keeps his medical license current and active. Champion Technologies, Inc. performs analysis of technology and medical advancements and their commercial viability. Its three divisions are Life Sciences, which focuses on DNA manipulation to facilitate cellular repair, thereby delaying the onset of age related maladies and degradation; Applied Materials, which works with innovators with a goal of altering the molecular structure of materials making the same superior to that which is currently produced; and Energy, which evaluates and brings green technology to the market in an effort to combat climate change. Champion Technologies, Inc.s current project is an innovative company that has developed the process of producing activated carbon used to absorb harmful chemicals such as mercury, sulfur, and carbon dioxide from coal fired power plants. Champion Technologies has the responsibility of providing equity and debt financing for the initial project and the ten plants to follow. 7. Managing Director of Epic Financial Funding Suman Neupane SUMAN NEUPANE is an experienced executive and start-up expert with over 25 years of hands-on experience in the banking and finance industry. His knowledge and capabilities have led to innovative and groundbreaking introductions and solutions including first time ATMs, telebanking and credit card transactions in fiercely competitive international and domestic markets. Mr. Neupane is comfortable communicating with people from diverse backgrounds, occupations and cultures, and is adept at working within high pressure. He is currently Chairman of the Board of Next Energy Venture (Nepal), President of Nepal Infrastructure Consult (United States); a partner in TransCash International (Australia), and CEO of TransCash Investments (Singapore, relocated to the United States). His areas of expertise include, and are certainly not limited to, Investment Banking, Project Financing, Energy Projects, all facets of Banking Operations, International Trade Settlement, MIS and Banking Software Implementation and Policy and Procedure Formulation, During the course of his career, among his many accomplishments are establishing and opening markets in Bangladesh, Philippines, Viet Nam, Malaysia, Nepal, India, Pakistan, Middle East and Sri Lanka; implementing Nepals initial real time banking software; successfully establishing a new bank from inception to completion within a period of four months and achieving break-even within the first 100 days of operation. Mr. Neupane sits on the Board of Directors, Swabalamban Bikas Bank, Janakpur, Nepal, is the Chairman of the Recruitment and Promotion Committee, Swabalamban Bikas Bank, Janakpur, Nepal, is the Chairperson of SWIFT, Nepal User Group, and is the Secretary of the Nepal Banker's Association. He holds a Masters degree in Development Management from the Asian Institute of Management, Manila. 8. Managing Director of Epic Financial Funding Zack Fonseca ZACK FONSECA began his educational pursuit of Electrical Engineering at Drexel University. He then moved to Colorado in 1992 to pursue his interest in renewable energy. He attended the Solar Technologies Institute in Carbondale, Colorado, where he became a teaching assistant with the alternative fuels program. He installed his first photovoltaic array in Aspen that same year. His credits include off-grid system designer and sales manager for one of the largest solar contractors in the Rockies. Mr. Fonseca loves inventing and developing new products to change the shape of the world around us. His conceptual designs have been presented to the Pentagon as well as private and multinational industry. His design credits include hybrid solar panels, vertical shaft wind turbines, NZE (Net Zero Energy) structures, mobile PV arrays, and environmental sciences contributions. He is an expert in energy efficiency. His education and renewable energy certifications include; Photovoltaic Design, Advanced Photovoltaics, PV Installation (Hands on Photovoltaics), Residential Wind Power, Micro-Hydro Power, Bio-diesel Production, Solar Water Heating, Design & Building Natural Homes, Solar Home Design, Renewable Energy for the Developing World, Solar Water Pumping, and Successful Solar Business. Among his many influential positions in the solar technology industry, Mr. Fonseca is Founder and President of Z Funding Group, LLC, in Fort Collins, Colorado; he was founder and president of Phoenix Renewable Technologies LLC (dba Phretech.com) also in Fort Collins, and President of Genesis Energy USA Inc. in Greely, Colorado. 9. Consultant to Epic Financial Funding Joseph F. Chip Langston, Jr.Joseph F. Chip Langston Jr. is the Founder, President and 60% owner of TXX Energy Corporation, a privately held exploration and development company operating in East Texas and Northwest Louisiana. With its partners, the Company owns and operates over 160 shallow wells (TXX Operating LLC), and it expanding its acquisitions through continued development drilling and innovative completion technology. Before founding TXX Energy, Mr. Langston founded two exploration and development companies, Buccaneer Energy Corporation and Trans-Western Exploration, Inc. Buccaneer Energy Corporation is a privately held exploration and development company operating in Oklahoma, with various non-operating positions in New Mexico, Texas and Louisiana. Direct activities include supervising the recompletion of purchased wells, along with drilling several PUD locations, diversified drilling program, as well as audited financial statements and report to shareholders. Sold the company to Gale Force Petroleum Corporation (GFP.V), a Toronto Venture Exchange company for cash and shares. Mr. Langston earned a B.B.A. in Accounting and Finance from University of Texas at Arlington in 1974 and since then has built a strong background in finance, investment banking, and energy exploration. 10. Why Choose Epic Financial? Epic is aligned with major manufacturers Our wind turbine manufactures: Develop high efficiency wind turbines ISO-9001 certified Maintain an integrated design for key wind turbine components such as blades, gearbox, and controls 20+ years in design, manufacturing, and installation of wind turbines offer multiple wind turbine models Our solar panel manufacturers: work with brand manufacturers and research institutes provide ongoing performance testing backed by certification offer latest available products with a high level of efficiency 11. Funding Partners (Partial List) HUD Rabo Bank ING Investment Management John Hancock Life Wells Fargo Metropolitan Life New York Life U.S. Bank Vasari Energy Ming Yang/China Bank of Montreal Compass Capital Management Krannich Solar Deutsche BankGE Capital Goldman Sachs Citibank Morgan Stanley JP Morgan KeyBank Axa SA AEGON NV Allianz Zurich Financial Services Bank of America BNP Paribus Samsung Mitsubishi 12. How We Help Finance Wind, Waste, Hydrogen, Solar, Oil & Gas Projects Epic Financial Funding, LLC helps finance large scale projects with their main focus and expertise in viable renewable energy projects. The company is able to offset the higher initial capital costs associated with renewable generation by strategically aligning itself with key financial partners and by utilizing sophisticated financing structures to raise capital required to develop a project. We know that purchasing, installing and maintaining green energy systems such as wind and solar can require a significant outlay of both capital and resources. Epics founders have combined decades of corporate experience with innovative and entrepreneurial problem solving to truly understand todays developers. 13. Brooke-Alvinston Wind Project Funded Funded April 2012Ho-cheol Chang of Samsung with John Cobb at Brooke-Alvinston Township, Ontario, a project owned by Zephyr Farms Limited. This shows one of four of Samsung 2.5MW turbines located in southwest Ontario. Epic Financial Funding, LLC worked on this wind project since September 2009. For additional information go to: http://www.qtww.com/press-releases?view=91 or call +1 513.247.0293. 14. Epic Visiting a Solar Plant in BulgariaJames Mizelle inspecting a solar plant in BulgariaDinner with partners, clients and Korean officials from industrial companies. 15. Epics Expectation of the Client Shovel-Ready or as close as possible - This is vital to financing a transaction. There are hundreds of transactions out there, and lenders want to move as quickly as possible on transactions. This means any deal we take to our sources we expect to be as close to having pre development completed as possible without having a back end financer. This includes all feasibility studies, wind studies, environmental impact studies, final or preliminary PPAs, final building permits, grid connection approval, etc. Strong Management/ Development team - With the number of deals and the size of transactions, lenders will want to see experienced and capable management/ development teams in place. If we perceive that this is lacking, we can recommend large partners for many projects who will help make financing their project viable as well as adding a strong strategic partner to the project. Size and Scope of Business - Projects must be of ample size to warrant our contacts' interest and time. This means we do not work on energy projects smaller than 5MW and prefer them to be 20MW+. Our long term goal is to develop relationships with clients who can provide a pipeline of businesses that will grow due to our contacts and their expertise over years to come Professionalism and Flexibility - Our relationships are with very serious institutions and will not be risked by working with those who do not share our expectation of high work ethics and professionalism. In addition, we work only with flexible developers, as this industry calls for creativity and ingenuity. No deal is quite the same and very rarely do they close with the same terms and structure that was initially conceptualized by the developer. This is simply the reality of large scale projects. 16. Contact Information Phillip R. Carson Managing Principal Epic Financial Funding, LLC Phone:+1 513.247.0293 Skype: r.carsonskype [email protected] Benson Assistant Managing Director Phone: +1 760.412.7408 Epic Financial Funding, LLC 4938 Hampden Lane #350 Bethesda, Maryland 20814 USA Fax: +1 301.280.5912