FOUNDER & CEO, BENEFICIAL RETURNS
Founder and CEO Ted Levinson is an experienced finance professional who specializes in using debt to produce a blended social impact and financial return. With more than 20 years in finance and the most recent seven in social finance, He has been deeply involved in the growth of the social finance industry, providing a role model for other impact investors rooted in rigor and a willingness to provide risk capital to promising social enterprises. Ted has worked across impact areas, including sustainable agriculture that links global and local supply chains to deliver more value to producers, education including job training and employment for those with barriers to employment, the environment including sustainable energy and waste reduction, and livelihood development for those in emerging markets. In 2014, he was one of nine Americans selected as an Eisenhower Fellow.
PORTFOLIO ANALYST, BENEFICIAL RETURNS
Kate Burgos is an experienced finance professional specializing in portfolio management and corporate finance. It is this background, along with her commitment to sustainable and inclusive growth, that informs her work at Beneficial Returns. Kate began her career in M&A where she conducted due diligence, financial modeling and valuation of public and private companies. More recently she has worked in investment management for one of the largest asset management companies in the Philippines. She has also spearheaded de novo investment funds with a current combined asset value in excess of USD $50 million since their launch in January 2017. She is a Philippine CPA and an active society member of CFA Philippines where she was nominated as the Most Promising Charterholder in 2018.
ASSOCIATE DIRECTOR, MILLER CENTER FOR SOCIAL ENTREPRENEURSHIP
Alex Pan is an Associate Director at Miller Center for Social Entrepreneurship, where he is responsible for designing programs to accompany alumni social enterprises. Alex is an experienced program manager with a background in building the ecosystem that supports social enterprises in emerging markets. Before joining Miller Center, Alex worked for the Aspen Network of Development Entrepreneurs (ANDE) where he coordinated ANDE’s global network of regional chapters, facilitated collaboration and knowledge sharing among ANDE’s 240+ members, and led ANDE’s efforts around talent and invention-based businesses. Prior to ANDE, Alex worked for several international development NGOs in China, India, and Uganda. Alex has also worked for the White House Office of Science and Technology Policy where he assisted in the development of their impact investing policy. He holds an M.A. in International Science and Technology Policy from George Washington University and earned his B.A. from Colby College where he studied International Development and East Asian Studies.
ASSOCIATE, UNIVERSITY IMPACT
Ritvik is a current sophomore at the University of Pennsylvania studying Finance in the Wharton School and Biology in the College of Arts and Sciences. At school, he has completed several consulting projects through the Marketing Undergraduate Student Establishment, including working with the billion-dollar humanitarian organization Oxfam to improve their donor acquisition strategy and maximize their impact on the global community, and is enrolled in a dual-degree program for Life Sciences and Management to understand how to best develop the healthcare industry from a business perspective. He is an associate at University Impact, an impact investing venture capital fund that invests in social enterprises that work to satisfy the UN Sustainable Development Goals (SDGs), working on some projects with Beneficial Returns like the Reciprocity and Truss Funds.