Our team is Responsible For Executing The Truss Fund
Ted Levinson
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.
Alex Pan
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.
Alex Tee
MANAGING DIRECTOR, BENEFICIAL RETURNS
Alex has rotated through various fields in finance, starting his career with one of the major global accounting firms where he was grounded in financial analysis before pursuing a successful trading career in global fixed income. The work at Beneficial Returns leverages upon his past experience and more, requiring him to grow to become the sort of investor who can bridge the economic gap effectively. His passion for this work stems from a deep belief in the inherent productive capacity within every individual. He is convinced impact investing wisely is among the most efficacious in releasing the latent potential from among the poor, and hopes to deploy capital purposefully for the common good. Alex has passed all three levels of the CFA exam. In his last employment, he was Managing Director and CEO of Bank of America Singapore.
Mariella Belli
MANAGER (LATIN AMERICA), BENEFICIAL RETURNS
Mariella works part-time for Beneficial Returns identifying prospective borrowers in Latin America. A native Peruvian, Mariella is based in Lima and has spent the past six years working in international impact investing and social enterprise acceleration on three continents. She has worked at Agora Partnerships, Villgro and NESsT. Before her career in impact investing, Mariella worked in structured finance with financial institutions such as Deloitte, Citigroup, and PwC in Washington D.C., and New York City. Mariella holds a Bachelor’s degree in Accounting and Finance from the University of Maryland College Park and a Graduate Certificate in Social Enterprise Management & Impact Investing from the Middlebury Institute of International Studies in California.
Koko De Vera
CREDIT MANAGER, BENEFICIAL RETURNS
Koko is the Credit Manager at Beneficial Returns where she handles loan underwriting and portfolio management. Driven by the conviction that talent is equally distributed, yet opportunity is not, she is passionate about empowering enterprises that work towards unlocking the possibilities currently hindered by society. Prior to joining Beneficial Returns, Koko was the Head of Financial Planning and Analysis of a global Filipino manufacturer where she directed data-driven decisions for day-to-day operations, market analyses, deal execution and bottom-line improvement of new businesses post-acquisition. She holds a Bachelor of Science in Management Engineering from the Ateneo de Manila University. Goals (SDGs), working on some projects with Beneficial Returns like the Reciprocity and Truss Funds.
Debbie Dizon
CREDIT ANALYST, BENEFICIAL RETURNS
Debbie is backed by her extensive experience in risk management and loan structuring. She started her career in the biggest bank in the Philippines, and more recently, she worked as a senior credit analyst in one of the largest global banks. It is through these work that she gained exposure to enterprises of various sizes, gauging their needs and potential for growth. Early on, Debbie already believed that economic growth has not been fairly distributed. As such, there is a pressing need to support enterprises that can bridge this gap and benefit the most underprivileged communities. She further believes that capital, when combined with social awareness and activism, can be instrumental in addressing global social issues. Her years of working with enterprises, particularly those in the SME sector solidified this thinking. This has been the foundation of her work in Beneficial Returns. She is a Philippine CPA and holds a Bachelor of Science degree in Business Administration and Accountancy from the University of the Philippines Diliman.
Ella Haley
MARKETING & COMMUNICATIONS, BENEFICIAL RETURNS
Ella is an undergraduate junior at the University of Notre Dame studying International Economics, Spanish, Italian, and Entrepreneurship. She currently works part-time in the Marketing and Communications department at Beneficial Returns. For the past 2 years, she has been introduced to social entrepreneurship through her entrepreneurship minor and her involvement in the Student International Business Council, where she has led multiple projects working with both nonprofits and international companies. After graduating, Ella hopes to pursue a career in ESG consulting.