Middlebury Institute of International Studies at Monterey

Steve Ellis, CFA

First Name
Steve
Last Name
Ellis
Steve Ellis
Job Title
Founder and President, Colorado Capital Management
Expertise

Steven L. Ellis, CFA. Steve is the founder (in early 2000) and president of Colorado Capital Management. He has 30 years of experience in the financial industry. His early work included teaching college courses in accounting and finance, consulting for a major accounting firm, and researching and acquiring investments as the chief due diligence officer of a national financial planning firm. Since 1989, he has advised individual and institutional investors on the management of their wealth. He is currently spearheading the firm’s work in the area of impact investing. He is a Chartered Financial Analyst (CFA), holds a business degree from the University of Colorado, magna cum laude, and a masters degree from Cornell University. 

Faculty Program Tags
Extra Information

Steve is married, with two daughters, enjoys hiking, biking, skiing and tennis, and is very active in the community. He has served on the board and/or the finance/investment/allocation committees of the Allied Jewish Federation, Boulder Jewish Community Foundation, Boulder Jewish Community Center, Horizons K-8 School, Congregation Nevei Kodesh, 18 Pomegranates Seed Council and the Rose Community Foundation. He is also currently involved with Teach for America, La Puente Home, Jewish Family Service, and The Unreasonable Institute.

Alexandre Lazarow

First Name
Alexandre
Last Name
Lazarow
Alex Lazarow
Job Title
Principal, Investments, Omidyar Network
Expertise

Alex is a member of Omidyar Network’s investment team where he helps source, structure and manage Omidyar Network’s for-profit investments and nonprofit grants. Alex invests across the Entrepreneurship and Financial Inclusion initiatives with a focus on Africa, Southeast Asia, and other emerging markets. He is a deal team member for a number of innovative companies including Cignifi, Lenddo, MicroEnsure, Offgrid:Electric, Pagatech, RevolutionCredit, RUMA, and Zoona. In his personal capacity, Alex is also a Board Advisor to MPOWER, a P2P lender focused on financially underserved students at US Colleges & Universities.

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Extra Information

Prior to joining Omidyar Network, Alex was a management consultant with McKinsey & Co.’s Brussels and Washington D.C. offices, focusing on the intersection of finance, economic development, and strategy. He served clients across Africa, the Middle East, Europe, and North America, in the private, public, and social sectors. Previously, Alex has also worked with the Bank of Canada’s Financial Stability Department, Bridges Ventures and the Royal Bank of Canada M&A Investment Banking team.

Alex earned an MBA from Harvard Business School, is a Kauffman Fellow and is a Chartered Financial Analyst (CFA) charterholder. He has a bachelor of commerce in international business and finance from the University of Manitoba. 

Follow Omidyar Network on Twitter: @Omidyar Network

Andrew Hewitt

First Name
Andrew
Last Name
Hewitt
Andrew Hewitt
Job Title
Founder, GameChangers 500
Expertise

Andrew’s passion was ignited when he witnessed his talented university friends strive for success in high status careers, only to find themselves disheartened by the profit-at-all-cost corporate mentality.

He questioned, "Why is it that we define success in business through lists like the Fortune 500 that rank organizations based on revenue alone?" 

Redefining success became his mission, leading Andrew to publish a bestselling book, become an in-demand speaker, and teach courses through the Trump Organization and the United Nations University for Peace. 

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Extra Information

To help redefine success in business, Andrew created GameChangers 500 to showcase the world’s top purpose-driven organizations using business as a force for good. Unlike lists like the Fortune 500, the GameChangers 500 ranks organizations based on their social and environmental impact and their ability to maximize benefit not just profit. 

His research has led him to be featured in major media such as BBC World News, Forbes and Fast Company, speak at premier venues such as TEDx and the Social Entrepreneurship World Forum, and work with model GameChangers like Zappos.com as well as consult corporations aspiring to join this "new game" of business, such as Kraft Foods and Thomson Reuters. 

Andrew’s progress in helping define a new “For-Benefit” model of business earned him a seat on the Advisory Council for the Fourth Sector Mapping Initiative, alongside policy makers from the US government and researchers from institutions like Harvard. Together they are helping formalize the For-Benefit legal model to join the existing three sectors—for-profit, non-profit and government. 

When he’s not helping change the game of business, Andrew is helping redefine how we measure our success as individuals through Version2.me.

Version2 is a personal development program that helps people become
empowered despite circumstance and lead with empathy rather than
ego—the traits of a true GameChanger.

Follow GameChangers 500 on Twitter: @GameChangers500

Morgan Simon

First Name
Morgan
Last Name
Simon
Morgan Simon
Job Title
Managing Director, Pi Investments
Faculty Program Tags
Expertise

Morgan Simon has spent the last decade engaged in impact investment, emphasizing community empowerment, leadership, and ownership. She is a consultant at Pi Investments, building a 100% impact portfolio with an emphasis on community empowerment and environmental sufficiency. In that capacity, she evaluates investments across asset classes, including direct investments.

Extra Information

Morgan is also a co-founder of Toniic, where she served as founding CEO from 2010-2013. Toniic is a global network of early-stage social investors looking to move $100M into impact. Toniic members share deal flow, due diligence and monitoring of global investments in this action-oriented community. She is the chair of the investment committee for The Working World, a fund for stakeholder-owned businesses in the US, Argentina and Nicaragua, and on the board of ROC UNITE, a worker center supporting 10,000 restaurant workers nationwide.

Previously, as the founding Executive Director of the Responsible Endowments Coalition, Morgan brought together 100 colleges and universities from across the country, helping to move their $200 billion in endowment dollars towards impact investment. Morgan has also worked with grassroots organizations and the United Nations Development Program (UNDP) in Mexico, Honduras and Sierra Leone, and in domestic microfinance with Women’s Initiative for Self Employment. She received a B.A with High Honors in Economics and Political Science from Swarthmore College.

Follow Pi-Investments on Twitter: @InvestmentsPi

Amit Sharma

First Name
Amit
Last Name
Sharma
amit_sharma_f
Job Title
Co-Founder, Empowerment Capital
Expertise

Amit Sharma is currently engaged in several global initiatives that intersect markets, risk management and international development.  He is co-founder of Empowerment Capital, an investment management and strategic advisory company focused on income generative scalable enterprise for the global poor—leveraging the power of institutional capital, and consulting corporate entities in the engagement of and support to market-viable poverty alleviative commercial initiatives.

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Extra Information

Separately, he is assisting in the development of an inter-disciplinary network of experts that delivers shared solutions to multi-faceted global risk challenges to private, public, non-profit and development institutions.  The Risk Assistance Network and Exchange, or RANE, is a technology-based for-profit enterprise operating in the broad public interest.

Previously, Amit served as the Head of Operations and Strategy at Command Global Services (CGS), where he worked with former Deputy National Security Advisor Juan Zarate, to manage the investigations, intervention and recovery of stolen sovereign assets, and the strengthening of sovereign financial integrity and regulatory controls. Prior to joining CGS, Amit worked as the Chief of Staff for Mitsubishi UFJ Securities (USA), Inc. the American investment banking and brokerage unit of Mitsubishi UFJ Financial Group, and as Head of Project Management for the firm’s International Business Unit. Amit also worked at the U.S. Department of the Treasury, first serving as a Senior Advisor in the Department's newly formed Office of Terrorism and Financial Intelligence, helping to initiate and apply the Government’s financial and economic instruments to combat national security threats in a post 9/11 environment. His global portfolio included the development and execution of anti-money laundering/counter-terrorist financing strategies. He also served as the Chief of Staff to the Treasury’s Deputy Secretary Bob Kimmitt, and Advisor to the senior Treasury team, led by Secretary Henry Paulson. 

He is a term member of the Council on Foreign Relations, and teaches regularly on issues related to international security policy, counter-terrorism finance, risk, and social venture development. Mr. Sharma was a Peace Corps Volunteer in Mongolia, where he met his wife, Thayer Tomlinson, a fellow volunteer, and is a graduate of the University of Virginia and the Monterey Institute of International Studies.  He lives with his family of two boys in Guilford, VT.

Faculty Type
Adjunct Faculty

Paul Breloff

First Name
Paul
Last Name
Breloff
paul.breloff_f
Job Title
Founder and Managing Director, Accion Venture Lab

Courses: Diligence Process and Decision in Impact Investment

Paul Breloff founded and manages Venture Lab, an Accion-sponsored seed stage investment initiative focused on the world’s most innovative financial inclusion startups.

Expertise

He conceived, built and leads all facets of global seed investment and portfolio management activities for Accion Venture Lab having sourced, analyzed and negotiated investments in India, Kenya, Mexico, Indonesia, Hong Kong, and the U.S. Paul has also secured funding partnerships from Rockefeller Foundation, Gates Foundation, and CGAP and advisory relationships with a range of other leaders in the financial inclusion space.

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Extra Information

Follow Accion Venture Lab on Twitter: @Accion_V_Lab

Faculty Type
Adjunct Faculty

Yuwei Shi

First Name
Yuwei
Last Name
Shi
yuwei_shi
Job Title
Professor of Strategic Management, Director of Research, Center for Social Impact Learning

Courses: Designing an Innovative Business Model

Expertise

Dr. Yuwei Shi is a Professor of Strategic Management at MIIS. An expert in competitive strategy and early-stage venture business model development and evaluation, he has published over three dozen papers in peer-reviewed journals and a number of books and book chapters. He has taught MBA and doctoral programs in nearly a dozen universities across the globe, and won the Excellence in Teaching Award at the Institute and the Allen Griffith Teaching Award.

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Extra Information

Dr. Shi is Founding Director of the Frontier Market Scouts Fellowship Program, and currently serves as a board director for Sanghata Global, a U.K. public charity, and the World Bee Project, a U.K Community Interest Corporation. He has fifteen years of experience building successful programs and companies at the Nanyang Business School, Andersen Consulting, PeerView, Scholarly Exchange, China Economic Daily, Bain & Co, and Indachin. Dr. Shi earned his Bachelor of Engineering degree from Shanghai Jiao Tong University, Master of Comparative Law from the Dedmen School of Law at Southern Methodist University, and PhD in international management from University of Texas at Dallas School of Management.  

Follow Center for Social Impact Learning (CSIL) on Twitter: @center4impact

Faculty Type
Regular Faculty

Ross Baird

First Name
Ross
Last Name
Baird
ross_baird_2014
Job Title
Executive Director, Village Capital

Courses: Introduction to Social Enterprise and Impact Investing and Scouting and Developing a Winning Social Venture

Expertise

Ross developed the Village Capital concept in 2009, and has led the development of programs worldwide. Before launching Village Capital, he worked with First Light Ventures, a seed fund focused on impact investments. Prior to First Light, Ross worked on the development of four education-related start-up ventures: the Indian School Finance Company in Hyderabad, India; the National College Advising Corps in Chapel Hill, North Carolina, and two ventures using technology to promote civic participation.

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Extra Information

Ross has a MPhil from the University of Oxford, where he was a Marshall Scholar, and a BA from the University of Virginia, where he was a Truman Scholar and a Jefferson Scholar.

Follow Village Capitl on Twitter: @villagecapital

Faculty Type
Adjunct Faculty