Investing for the Future

Climate Risk: Clouds on the Horizon

Decision makers in the financial services space are focused on climate change as an emerging and important risk category. Corporations are subject to new policies, new technologies, and shifts in energy supply or pricing that will impact their operational budgets and can be forecast based on different climate scenarios. Some companies are much better prepared than others to handle these challenges. Investors take note, stock prices and portfolio returns are ultimately driven by risk and market expectations of future earnings. The opportunity is to apply predictive analytics to the use of data on climate scenarios to reduce your risk, improve performance and have total impact.

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Our Story

In 2015, Thomas H. Stoner Jr., a seasoned energy entrepreneur, and Dr. David Schimel, a leading climate scientist, founded a research organization to advocate for the use of global capital markets as a critical solution to climate change. In undertaking the onerous task of writing a book that reflected on his years of experience as an international renewable energy entrepreneur and environmental advocate, Tom Stoner sought an in-depth analysis of global energy consumption. To aid in his analysis of the world’s energy use and its impacts on the environment, he engaged a group that was building upon the work of Donella Meadows and the Club of Rome to construct a robust climate science model that would help him tie the climate system to economic and financial systems.

Tom Stoner published his research and analysis in his book, Small Change, Big Gains: Reflections of an Energy Entrepreneur. At the heart of Small Change, Big Gains is the discovery that: It is possible to stabilize rising global temperatures and remain under global temperature targets set by the international community if capital is deployed to limit large scale systemic risk typically associated with climate changeWith the scientific data confirming their assumptions the next step was clear.

Tom Stoner and Dr. David Schimel convened a group of leading climate experts and financial professionals to launch Entelligent®. Its mission: To align capital markets with the needs of the 21st century and in particular, the systemic risks of climate change. 

Entelligent hired a sophisticated team of data scientists to develop, test and validate the Smart Climate® methodology. Using big data, artificial intelligence and systems dynamics modeling, the team created a technology that allows investors to account for systemic macro-risks, like climate change, in order to improve risk-adjusted returns.

Entelligent continues to meet this objective by partnering with the likes of the United Nations Joint Staff Pension Fund (UNJSPF) to generate a custom data stream to assist in security selection using a suite of E-Score® products. Also, Entelligent’s data partnership with a globally recognized financial information provider and the roll out of a portfolio analyzer will allow wealth managers and family offices to measure the financial and environmental performance of public funds. Entelligent continues to grow and work with a dedicated team of experts and in collaboration with commercialization partners to validate and expand the Smart Climate methodology and suite of products.

Thomas Stoner

Co-Founder and CEO

Tom serves as the CEO of Entelligent and is one of the co-founders. Tom has been a serial entrepreneur his entire professional life. He has co-founded 3 separate CleanTech and renewable energy companies, serving as CEO of two publicly traded companies, senior manager to the first CleanTech international venture capital fund, and chairman of a multi-generation private equity fund.

Tom began his career working directly with Joan Bavaria, a pioneer of socially responsible investing and founder of Trillium Asset Management and Ceres, the nonprofit organization advocating for sustainability leadership. Following his work with Joan, Tom was the first acting director and founding board member of the Social Venture Network (SVN), a leading not-for-profit composed of a multitude of various business leaders who strive to create a more just and sustainable world.

Throughout his career, Tom built the first coast to coast energy services company, built the first commercial wind farm in Brazil, developed the first carbon accounting methods accepted by the United Nations, put more than $400mm dollars into renewable energy projects worldwide, and co-founded and took public the first 100% exclusively renewable energy company, which was also the largest owner of carbon credits.

Mr. Stoner is also a published author, contributing to such publications as MarketWatch, the Denver Post, Barron’s, and CNBC. His book, “Small Change, Big Gains: Reflections of an Energy Entrepreneur” was published in 2013. He has also been a speaker, panelist, and guest lecturer at the National Academy of Science, USAID, TEDX, and University of Colorado, Boulder. Tom has been leading the Entelligent team since its foundation in 2015.

Mr. Stoner holds a BA from Hampshire College and a Masters of Finance and Accounting from the London School of Economics.

Tom lives in Boulder, Colorado with his wife and he loves hiking and opportunities to sail with friends.

[Return to Team]

Laurie Greenwood

Director of Communications

Ms. Greenwood is Chief of Staff, Head of Administration, and Director of Communications at Entelligent. She is responsible for the strategy and execution of all corporate communications, staffing and administrative affairs. Operationally, she coordinates internal and external resources for the execution of Entelligent’s business strategies.

Ms. Greenwood has owned and operated her own business and has worked in the sustainability and  technology fields in a variety of operational and leadership roles for both private and public companies, including the successful launch of  an IPO on the London AIM Exchange. She served as the Director of Project Butterfly, a climate and business research organization. She coordinated internal and third party collaborators and oversaw communication with the Science Advisory Board and management of all resources necessary for the timely completion of a quality product.

Ms. Greenwood holds a Bachelor of Science in Business Management from University of Illinois at Chicago.

Laurie lives in Boulder, Colorado and is an avid runner having completed 4 marathons and helped to train dozens of first-time marathoners. She enjoys hiking, gardening and reading.

Nathan James

Data Engineer

Nathan James serves as Data Engineer on the Entelligent team supporting the development of technology from research to application.

Mr. James has joined Entelligent after some years of experience in tech and renewable industry working for Tesla in sales and as a residential solar power designer. Through his experience he gained skills in customer relations and project management helping initiate thousands of people’s journey to a more sustainable lifestyle through electric transportation and household solar power generation. He also helped design the customer-focused delivery program enabling Tesla to scale to a mass-market, factory-to-consumer car manufacturer.

Mr. James holds a Bachelor of Science in Mechanical Engineering from University of Colorado Denver where he also minored in Computer Science. He was the Controls and Automation Team Lead on different student engineering projects, one of which was a finalist in the SpaceX Hyperloop student design competition. Nathan later completed the Galvanize Data Science Immersive.

Mr. James is passionate about addressing climate change in meaningful and impactful ways. He lives in Littleton, Colorado with his partner and three kids. He loves climbing, hiking, biking, camping, travelling, and space exploration.

Col. Barry Baer

CFO

Colonel (retired) Baer serves as CFO of Entelligent and has been with the Company for 2 years. He has extensive experience as a CFO, Secretary, and Treasurer of public, private and not-for-profit entities. Colonel (Retired) Baer has over 50 years of operational, managerial and financial experience including the last eighteen as a “fractional” CFO and financial advisor. He also serves on various not-for-profit boards as a volunteer at the University of Colorado, Treasurer of Knollwood Metropolitan District and Towards Justice (not-for-profit in ESG).

Colonel (Retired) Baer served as an officer in the US Army for almost 27 years, retiring at the rank of colonel. Service included commanding an armored cavalry troop in combat in Vietnam, a finance and accounting battalion in Germany, Director of Army Accounting Systems, and an airborne finance brigade in the First Gulf War. Military awards include the Bronze Star (with V device), Combat Infantryman’s Badge and the Army Parachute Badge.

After retiring from the Army, Colonel (Retired) Baer served as Director of the Department of Public Works for the City of Indianapolis. While living in Indianapolis, he served as a member of the State of Indiana Unemployment Insurance Trust Fund Board of Directors.

Colonel (Retired) Baer’s education includes a BS in Business and an MBA from the University of Colorado and he is a CPA. He also is a graduate of the Army Command & General Staff College and the Army War College.

Colonel (Retired) Baer and his wife of 54 years live in Boulder, Colorado and have two sons and five grandchildren and love to hike and explore the wonders of Colorado.

Dr. Lori Siegel

Senior Modeler

Dr. Lori Siegel is a key partner of Entelligent and Senior Modeler for Climate Interactive, an independent, not-for-profit think-tank, based on system dynamics modeling aimed at addressing climate change, inequity, and related issues like energy, health, and food. Dr. Siegel uses system dynamics analyses (SDA) to gain insight into the complex systems involved in global climate change and to facilitate international dialogue regarding policies to mitigate climate change.

She consults with non-profit research organizations, academic institutions, international engineering firms, and physicians. In addition to addressing climate change, her assignments addressed water quality trading; natural resources; mercury in aquatic ecosystems and subsequent effects on the common loon; and risks of disease complication and benefits of various therapies.

Lori is a professional engineer with expertise in SDA as well as in the fields of fate and transport in contaminants, hydrology, hazardous waste management, toxicology, and ecological risk assessment.

Dr. Siegel has a PhD in Environmental Engineering from Northeastern University in Boston Massachusetts and a MS and BSCE in Environmental Engineering from Tufts University.

She lives with her husband, three sons and labradoodle in the Upper Valley of New Hampshire.

Filippo Radice Fossati

Climate Analyst and Relationship Manager

Filippo Radice Fossati serves as a climate analyst and relationship manager at Entelligent.

Mr. Radice Fossati is a skilled business professional with research and management experience using financial modelling, cost-benefit analysis, remote sensing and ArcGIS in the fields of climate change and renewable energy. Prior to joining the Entelligent team, Mr. Fossati worked several years in the renewable energy industry as Regulatory and Market Analyst as well as Operations Assistant. Most recently, he has worked with WILDCOAST and Scripps Institution of Oceanography to launch a blue carbon stock assessment scientific campaign and learn how to use natural climate solutions to mitigate the impacts of climate change in Southern California.

Mr. Fossati began pursuing his passion for the environment by obtaining his Bachelor of Science degree in Environmental Science from Universita' degli Studi di Genova, Italy. After completing his BS, Mr. Fossati then obtained his Master of Science in Environmental Economics and Policy from the Universita' degli Studi di Torino, Italy. Mr. Fossati holds a second master degree in Climate Science and Policy from Scripps Institution of Oceanography at University of California, San Diego. His experience at Scripps further developed his technical background, by advancing his knowledge in the physics behind global warming, climate modeling as well as cost-benefit analysis and greenhouse gas accounting.

Mr. Fossati lives with his wife, cat, dog and young daughter in Boulder, Colorado. Beyond his professional life, he enjoys scuba diving, surfing, skiing and spending time with his family hiking and travelling.

Dr. Pooja Khosla

Vice President of Client Development

Pooja is the Vice President of Client Development for Entelligent. Dr. Khosla has been working with Entelligent since 2016 developing Entelligent’s data science team, Smart Climate® technology, Smart Climate Indices as well as additional climate risk related products. She is one of the inventors of patented Smart Climate technology.

Since 2003, Dr. Khosla has used her excellent technical capabilities and her communication skills to advance the fields of finance, impact investing, ESG solutions and business. In addition to her work nationally and internationally in the areas of climate focused investing, Dr. Khosla has worked as a professor at the University of Colorado, Boulder where she taught economics and data science.

She has published numerous research papers and articles in topics ranging across economics, impact investing, labor and gender issues, and micro-finance. Publications include Pensions & Investments, CFA NYC & Morning Consult.

Dr. Khosla holds a PhD and Masters in Economics from the University of Colorado, Boulder, another Master’s degree in Econometrics and Quantitative Economics, and a Bachelor’s degree in Economics and Mathematics from the University of Rajasthan.

She lives in Boulder with her husband and two young children, she loves to ski and camp with her family in the beautiful Rocky Mountains.

Seann Stoner

Director of Business Development

Seann Stoner serves as the director of business development and is a founding member of Entelligent. For his masters’ thesis and as part of his work at Entelligent, he developed a new set of portfolio level carbon metrics to evaluate climate risk, building upon the work done by the Task Force for Climate-related Financial Disclosures (TCFD).

Seann has also held multiple board positions; including a private equity family office fund and was the student trustee for the Buildings, Grounds, and Environmental Sustainability board at Hampshire College in Amherst Massachusetts. His professional interests are aimed at developing market-based solutions for greater positive social and environmental impact. Seann is also a member of the Climate Reality Leadership Corps and has been recognized by the US State Department for his work with the National Council for International Visitors and the Santa Fe Council on International Relations.

He holds a Bachelor of Arts from Hampshire College, where he wrote his senior thesis on honeybees, food security, and the National Environmental Policy Act of 1969. He also holds a Masters of Advanced Studies in Climate Science and Policy from the Scripps Institution of Oceanography at UC San Diego. In addition to his BA and MAS, he holds a Micro-MBA from the Rady School of Management at UCSD and a Sustainable Finance Foundation Course from the Smith School of Enterprise and the Environment at the University of Oxford.

Seann lives in Boulder, Colorado and beyond his professional life, he is an apnea free-diver with a personal best of -32m and a 4-minute breath hold, snowboarder, surfer, hiker, sailor, beekeeper, and dog owner. He is driven by the strong desire to help human communities and institutions become better stewards of the ocean and wider climate.

Jake Hawkesworth

Head of Technology

Jake Hawkesworth is the Head of Technology at Entelligent. Mr. Hawkesworth leads the technical team building Entelligent's data platform for the Smart Climate® technology.

Jake Hawkesworth brings eight years' experience in leadership roles requiring data-driven analysis, and has background in data engineering, entrepreneurship, and Information Technology strategy using major data science tools and scalable computing techniques.

Prior to Entelligent, Jake completed a Data Science Immersive (DSI) Fellowship program with Galvanize. For his capstone project, he wrote an open source matrix factorization algorithm in Python that was 7x faster than existing available tools. He has also worked in a project management capacity for entrepreneurship education organizations such as River Valley Investors, Valley Venture Mentors and TechSpring Health.

Jake Hawkesworth holds a Master of Public Policy with a focus in Quantitative Research Methods from the University of Massachusetts, Amherst and a Bachelor of Arts (B.A.) Entrepreneurship/Entrepreneurial Studies from Hampshire College. As an undergraduate he started a food truck business which served as a late-night food outlet for students on campus.

Mr. Hawkesworth lives in Boulder, Colorado and enjoys traveling, hiking, snowshoeing, listening to folk music and playing the Appalachian Dulcimer.

Dr. Elliot Cohen

Head of Data Science

Dr. Elliot Cohen serves as the Head of Data Science at Entelligent. Dr. Cohen brings 12 years of experience in energy modeling and 6 years as a practicing data scientist at several Boulder-based tech startups. Elliot specializes in machine learning, statistical modeling, data analytics and experimental design. He is also a former Fulbright Scholar and Fellow of the National Science Foundation.

Dr. Cohen has a strong technical foundation with a PhD in Environmental Engineering from the University of Colorado, Denver and two-years of postdoctoral experience at the Earth Institute of Columbia University. He holds a Master of Science in Civil and Environmental Engineering from University of Colorado at Denver and a Bachelor of Science degree in Mechanical Engineering from the University of Maryland College Park.

Elliot is a lifelong adventurer and advocate for conservation of the natural world. He has led wilderness expeditions for over a decade, including the opportunity to teach, and learn from, hundreds of high school students of diverse backgrounds. Elliot lives with his wife and daughter in Boulder, Colorado where he enjoys gardening, crossword puzzles, and trail running.

Dr. Mark Labovitz

Director of Computational Strategies

Dr. Mark Labovitz is the Director of Computational Strategies for Entelligent. Dr. Labovitz has more than 45 years of experience performing data analysis including time as a physical scientist researching various earth science processes and a lead analyst and researcher for Thomson Reuters and wealth management firms.

He has published over 35 articles in peer-reviewed journals covering science, engineering, statistics and business. Dr. Labovitz has been an adjunct faculty member at Regis University and University of Colorado, Denver where he taught various topics in information technology and applied mathematics. He presently teaches statistics in the masters of data science program at UC Berkeley.

Dr. Labovitz holds numerous academic credentials including a PhD in geomathematics emphasizing spatially based analyses, a PhD in Applied Mathematics with an emphasis on statistics and optimization as well as an MBA from the Wharton School of the University of Pennsylvania, emphasis on strategic planning.

Mark lives is Superior Colorado with his wife, and he loves to work-out and garden.

Amer Khan

Head of European Client Development

Amer Khan is the Head of European Client Development at Entelligent. Mr. Khan brings over 15 years experience of working in the European investment banking sector as both a corporate financier and corporate broker within Equity Capital Markets.

As a corporate broker, he specialized in CleanTech & Renewable Energy sectors, building a pipeline of new energy corporate clients and managing quoted company relationships with ESG institutional investors across the UK and Europe. He has led numerous IPOs, secondary fundraisings and M&A transactions in both the public and private markets and has extensive experience of working cross-functionally within the banking and financial sector.

Amer is also a qualified chartered accountant having begun his City career as a member of the financial institutions group (FIG) at KPMG and has a keen passion for science and technology with entrepreneurial experience in the sector.

He lives in London, UK and relaxes by spending time with his young family. He loves travelling to experience fascinating cities and landscapes, new culture and good food. He is a climate change advocate and believes we have a responsibility to act now to protect our future generations.

Doster Esh

Senior Data Scientist

Doster Esh serves as Senior Data Scientist at Entelligent with experience in fundamental equity research, investment management and electricity trading.

Mr. Esh has 20 Years of experience applying machine learning and data analytics to investment opportunities across multiple asset classes. Doster is an experienced data scientist versed in a variety of analytical, predictive and risk-based models applied to both the equity and electricity trading markets.

Mr. Esh ran and actively traded within a short–term electricity proprietary trading firm for ten years, developing an internal trading platform that integrated a multi-terabyte database with execution for a dozen traders. Prior, he was an analyst and portfolio manager for a $10bb actively managed institutional and closed end equity fund, focusing on energy and utility stocks while managing special circumstance/ESG client portfolios.

Mr. Esh earned his B.A. in economics from Haverford, his CFA soon after and recently completed a Data Science Intensive at Galvanize (Denver).

Doster Lives in Boulder, Colorado with his family and enjoys boating, climbing and reading.