SlideShare a Scribd company logo
1 of 16
Epic Financial Funding, LLC

2013

Funding Green Energy Projects
Recommendations for Epic Financial Funding

“I 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. Randy’s 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, Banc

“It 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 Group

“Randy 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.
Selected Associates

Anthony Carson, Andrea Lucke, John Boehner

Governor Bob Taft, Mr. & Ms. Carson,
George Bush, Jr.
Managing Partner & CEO of Epic Financial Funding
Phillip (Randy) Carson

Phillip (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.
Managing Director of Epic Financial Funding
Alexander Ferguson

Alexander 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 today’s 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 Department’s 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 Magazine’s “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. Ferguson’s 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. Ferguson’s
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 School’s elite Owner/President Management
Program. He is also a multi-decade practitioner of the martial arts, and former member of the US Army Reserve.
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.
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 Nepal’s 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 Master’s
degree in Development Management from the Asian Institute of Management, Manila.
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.
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.
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
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 Bank

GE Capital
Goldman Sachs
Citibank
Morgan Stanley
JP Morgan
KeyBank
Axa SA
AEGON NV
Allianz
Zurich Financial Services
Bank of America
BNP Paribus
Samsung
Mitsubishi
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.
• Epic’s founders have combined decades of corporate
experience with innovative and entrepreneurial problem
solving to truly understand today’s developers.
Brooke-Alvinston Wind Project Funded
Funded April 2012

Ho-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.
Epic Visiting a Solar Plant in Bulgaria

James Mizelle inspecting a solar
plant in Bulgaria

Dinner with partners, clients and
Korean officials from industrial
companies.
Epic’s 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.
Contact Information
Phillip R. Carson
Managing Principal
Epic Financial Funding, LLC
Phone:+1 513.247.0293
Skype: r.carsonskype
rcarson@pmfohio.com

Christina 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

More Related Content

What's hot

BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia Information
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia InformationBAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia Information
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia InformationVogelDenise
 
2.12 family law presentation final
2.12 family law presentation final2.12 family law presentation final
2.12 family law presentation finalExpert Webcast
 
2014BGBrandRefresh_EmilyCarman
2014BGBrandRefresh_EmilyCarman2014BGBrandRefresh_EmilyCarman
2014BGBrandRefresh_EmilyCarmanEmily Carman
 
05.09.2018 Cannabis Caluation, M&A and Tax Issues
05.09.2018 Cannabis Caluation, M&A and Tax Issues05.09.2018 Cannabis Caluation, M&A and Tax Issues
05.09.2018 Cannabis Caluation, M&A and Tax IssuesExpert Webcast
 
SAME Portland Postscripts
SAME Portland PostscriptsSAME Portland Postscripts
SAME Portland PostscriptsNate Sandvig
 
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...LexisNexis
 
Baker donelson wikipedia information (withraymondmabusinfo)
Baker donelson   wikipedia information (withraymondmabusinfo)Baker donelson   wikipedia information (withraymondmabusinfo)
Baker donelson wikipedia information (withraymondmabusinfo)VogelDenise
 
September CLE webinar: "Thorny Ethics Issues You Can't Ignore"
September CLE webinar: "Thorny Ethics Issues You Can't Ignore" September CLE webinar: "Thorny Ethics Issues You Can't Ignore"
September CLE webinar: "Thorny Ethics Issues You Can't Ignore" LexisNexis
 
Tabor 100 April 2017 Newsletter
Tabor 100 April 2017 NewsletterTabor 100 April 2017 Newsletter
Tabor 100 April 2017 NewsletterTabor 100
 
Annual Report 2005
Annual Report 2005Annual Report 2005
Annual Report 2005Diane King
 
Interviews
InterviewsInterviews
Interviewsghess2
 
Jane_Corwin_Resume.pdf
Jane_Corwin_Resume.pdfJane_Corwin_Resume.pdf
Jane_Corwin_Resume.pdfJane Corwin
 

What's hot (17)

Zarb Executives in Residence
Zarb Executives in ResidenceZarb Executives in Residence
Zarb Executives in Residence
 
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia Information
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia InformationBAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia Information
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ - Wikipedia Information
 
2.12 family law presentation final
2.12 family law presentation final2.12 family law presentation final
2.12 family law presentation final
 
2014BGBrandRefresh_EmilyCarman
2014BGBrandRefresh_EmilyCarman2014BGBrandRefresh_EmilyCarman
2014BGBrandRefresh_EmilyCarman
 
Opportunities to Address Climate Change: State-Based Carbon Taxes
Opportunities to Address Climate Change: State-Based Carbon TaxesOpportunities to Address Climate Change: State-Based Carbon Taxes
Opportunities to Address Climate Change: State-Based Carbon Taxes
 
05.09.2018 Cannabis Caluation, M&A and Tax Issues
05.09.2018 Cannabis Caluation, M&A and Tax Issues05.09.2018 Cannabis Caluation, M&A and Tax Issues
05.09.2018 Cannabis Caluation, M&A and Tax Issues
 
SAME Portland Postscripts
SAME Portland PostscriptsSAME Portland Postscripts
SAME Portland Postscripts
 
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...
December CLE webinar "2017 Legislative Preview: An Early Look at Opportunitie...
 
Baker donelson wikipedia information (withraymondmabusinfo)
Baker donelson   wikipedia information (withraymondmabusinfo)Baker donelson   wikipedia information (withraymondmabusinfo)
Baker donelson wikipedia information (withraymondmabusinfo)
 
September CLE webinar: "Thorny Ethics Issues You Can't Ignore"
September CLE webinar: "Thorny Ethics Issues You Can't Ignore" September CLE webinar: "Thorny Ethics Issues You Can't Ignore"
September CLE webinar: "Thorny Ethics Issues You Can't Ignore"
 
LB_June_2011
LB_June_2011LB_June_2011
LB_June_2011
 
Tabor 100 April 2017 Newsletter
Tabor 100 April 2017 NewsletterTabor 100 April 2017 Newsletter
Tabor 100 April 2017 Newsletter
 
Apr24 copy
Apr24 copyApr24 copy
Apr24 copy
 
Annual Report 2005
Annual Report 2005Annual Report 2005
Annual Report 2005
 
Cox
CoxCox
Cox
 
Interviews
InterviewsInterviews
Interviews
 
Jane_Corwin_Resume.pdf
Jane_Corwin_Resume.pdfJane_Corwin_Resume.pdf
Jane_Corwin_Resume.pdf
 

Similar to 2013 Epic Financial Funding LLC - Summary (v6)

April 2015 Epic Financial Funding Power Point
April 2015 Epic Financial Funding Power PointApril 2015 Epic Financial Funding Power Point
April 2015 Epic Financial Funding Power PointJacque Richardson
 
Strategies for closely held companies
Strategies for closely held companiesStrategies for closely held companies
Strategies for closely held companiesExpert Webcast
 
1505-1531217_VEA Program_FINAL
1505-1531217_VEA Program_FINAL1505-1531217_VEA Program_FINAL
1505-1531217_VEA Program_FINALJoshua Holley
 
Luxury Goods Capstone
Luxury Goods CapstoneLuxury Goods Capstone
Luxury Goods CapstoneAlison Elk
 
05.15.2018 Mitigating Cyber Breach Liability for Companies and Board Members
05.15.2018 Mitigating Cyber Breach Liability for Companies and Board Members05.15.2018 Mitigating Cyber Breach Liability for Companies and Board Members
05.15.2018 Mitigating Cyber Breach Liability for Companies and Board MembersExpert Webcast
 
RAF Resume with Tucson & Letters
RAF Resume with Tucson & LettersRAF Resume with Tucson & Letters
RAF Resume with Tucson & LettersRay Fontaine
 
2019 compass-hyannis-port-attendee-bios
2019 compass-hyannis-port-attendee-bios2019 compass-hyannis-port-attendee-bios
2019 compass-hyannis-port-attendee-bios~Eric Principe
 
Cross-Border Investment & M&A: Risk Management and Mitigation
Cross-Border Investment & M&A: Risk Management and MitigationCross-Border Investment & M&A: Risk Management and Mitigation
Cross-Border Investment & M&A: Risk Management and MitigationExpert Webcast
 
CrossBorder Investment & M&A: Risk Management and Mitigation
CrossBorder Investment & M&A: Risk Management and MitigationCrossBorder Investment & M&A: Risk Management and Mitigation
CrossBorder Investment & M&A: Risk Management and MitigationExpert Webcast
 
11.09.2017 Retail Trends and Forecasts for 2017 and Beyond
11.09.2017 Retail Trends and Forecasts for 2017 and Beyond11.09.2017 Retail Trends and Forecasts for 2017 and Beyond
11.09.2017 Retail Trends and Forecasts for 2017 and BeyondExpert Webcast
 
06.12.2014 Emerging Markets Cross-Border Transactions
06.12.2014 Emerging Markets Cross-Border Transactions06.12.2014 Emerging Markets Cross-Border Transactions
06.12.2014 Emerging Markets Cross-Border TransactionsExpert Webcast
 
5.25.2017 Getting Your Company Ready for Sale
5.25.2017 Getting Your Company Ready for Sale5.25.2017 Getting Your Company Ready for Sale
5.25.2017 Getting Your Company Ready for SaleExpert Webcast
 
Regency Capital Partners Marketing Jan 09
Regency Capital Partners Marketing Jan 09Regency Capital Partners Marketing Jan 09
Regency Capital Partners Marketing Jan 09Mark Hill
 
Trends and Transactions in Hemp
Trends and Transactions in HempTrends and Transactions in Hemp
Trends and Transactions in HempExpert Webcast
 
Social Crisis Management in the Oil & Gas Industry
Social Crisis Management in the Oil & Gas IndustrySocial Crisis Management in the Oil & Gas Industry
Social Crisis Management in the Oil & Gas IndustryLisaLinzz
 
2015 Awards Program
2015 Awards Program2015 Awards Program
2015 Awards ProgramGreg Lang
 
KORUS BUSINESS FORUM 2014 NEW YORK AGENDA
KORUS BUSINESS FORUM 2014 NEW YORK AGENDAKORUS BUSINESS FORUM 2014 NEW YORK AGENDA
KORUS BUSINESS FORUM 2014 NEW YORK AGENDAInsightGroupe
 

Similar to 2013 Epic Financial Funding LLC - Summary (v6) (20)

April 2015 Epic Financial Funding Power Point
April 2015 Epic Financial Funding Power PointApril 2015 Epic Financial Funding Power Point
April 2015 Epic Financial Funding Power Point
 
Strategies for closely held companies
Strategies for closely held companiesStrategies for closely held companies
Strategies for closely held companies
 
1505-1531217_VEA Program_FINAL
1505-1531217_VEA Program_FINAL1505-1531217_VEA Program_FINAL
1505-1531217_VEA Program_FINAL
 
Gt Credentials
Gt CredentialsGt Credentials
Gt Credentials
 
Luxury Goods Capstone
Luxury Goods CapstoneLuxury Goods Capstone
Luxury Goods Capstone
 
05.15.2018 Mitigating Cyber Breach Liability for Companies and Board Members
05.15.2018 Mitigating Cyber Breach Liability for Companies and Board Members05.15.2018 Mitigating Cyber Breach Liability for Companies and Board Members
05.15.2018 Mitigating Cyber Breach Liability for Companies and Board Members
 
RAF Resume with Tucson & Letters
RAF Resume with Tucson & LettersRAF Resume with Tucson & Letters
RAF Resume with Tucson & Letters
 
2019 compass-hyannis-port-attendee-bios
2019 compass-hyannis-port-attendee-bios2019 compass-hyannis-port-attendee-bios
2019 compass-hyannis-port-attendee-bios
 
Executive Premier CEO Profiles
Executive Premier CEO ProfilesExecutive Premier CEO Profiles
Executive Premier CEO Profiles
 
Greenscape Management Team
Greenscape Management TeamGreenscape Management Team
Greenscape Management Team
 
Cross-Border Investment & M&A: Risk Management and Mitigation
Cross-Border Investment & M&A: Risk Management and MitigationCross-Border Investment & M&A: Risk Management and Mitigation
Cross-Border Investment & M&A: Risk Management and Mitigation
 
CrossBorder Investment & M&A: Risk Management and Mitigation
CrossBorder Investment & M&A: Risk Management and MitigationCrossBorder Investment & M&A: Risk Management and Mitigation
CrossBorder Investment & M&A: Risk Management and Mitigation
 
11.09.2017 Retail Trends and Forecasts for 2017 and Beyond
11.09.2017 Retail Trends and Forecasts for 2017 and Beyond11.09.2017 Retail Trends and Forecasts for 2017 and Beyond
11.09.2017 Retail Trends and Forecasts for 2017 and Beyond
 
06.12.2014 Emerging Markets Cross-Border Transactions
06.12.2014 Emerging Markets Cross-Border Transactions06.12.2014 Emerging Markets Cross-Border Transactions
06.12.2014 Emerging Markets Cross-Border Transactions
 
5.25.2017 Getting Your Company Ready for Sale
5.25.2017 Getting Your Company Ready for Sale5.25.2017 Getting Your Company Ready for Sale
5.25.2017 Getting Your Company Ready for Sale
 
Regency Capital Partners Marketing Jan 09
Regency Capital Partners Marketing Jan 09Regency Capital Partners Marketing Jan 09
Regency Capital Partners Marketing Jan 09
 
Trends and Transactions in Hemp
Trends and Transactions in HempTrends and Transactions in Hemp
Trends and Transactions in Hemp
 
Social Crisis Management in the Oil & Gas Industry
Social Crisis Management in the Oil & Gas IndustrySocial Crisis Management in the Oil & Gas Industry
Social Crisis Management in the Oil & Gas Industry
 
2015 Awards Program
2015 Awards Program2015 Awards Program
2015 Awards Program
 
KORUS BUSINESS FORUM 2014 NEW YORK AGENDA
KORUS BUSINESS FORUM 2014 NEW YORK AGENDAKORUS BUSINESS FORUM 2014 NEW YORK AGENDA
KORUS BUSINESS FORUM 2014 NEW YORK AGENDA
 

Recently uploaded

Kenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby AfricaKenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby Africaictsugar
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Seta Wicaksana
 
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort ServiceCall US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Servicecallgirls2057
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update  Presentation SlidesKeppel Ltd. 1Q 2024 Business Update  Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation SlidesKeppelCorporation
 
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCRashishs7044
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Kirill Klimov
 
APRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdfAPRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdfRbc Rbcua
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCRashishs7044
 
Call Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any TimeCall Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any Timedelhimodelshub1
 
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu MenzaYouth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menzaictsugar
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03DallasHaselhorst
 
Marketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent ChirchirMarketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent Chirchirictsugar
 
International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...ssuserf63bd7
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...lizamodels9
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...lizamodels9
 
8447779800, Low rate Call girls in Tughlakabad Delhi NCR
8447779800, Low rate Call girls in Tughlakabad Delhi NCR8447779800, Low rate Call girls in Tughlakabad Delhi NCR
8447779800, Low rate Call girls in Tughlakabad Delhi NCRashishs7044
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfJos Voskuil
 
Organizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessOrganizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessSeta Wicaksana
 
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase  19 April  2024  Energy News issue - 1717 by Khaled Al Awadi.pdfNewBase  19 April  2024  Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdfKhaled Al Awadi
 
Annual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesAnnual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesKeppelCorporation
 

Recently uploaded (20)

Kenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby AfricaKenya’s Coconut Value Chain by Gatsby Africa
Kenya’s Coconut Value Chain by Gatsby Africa
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...
 
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort ServiceCall US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update  Presentation SlidesKeppel Ltd. 1Q 2024 Business Update  Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
 
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024
 
APRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdfAPRIL2024_UKRAINE_xml_0000000000000 .pdf
APRIL2024_UKRAINE_xml_0000000000000 .pdf
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
 
Call Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any TimeCall Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any Time
 
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu MenzaYouth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03
 
Marketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent ChirchirMarketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent Chirchir
 
International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...International Business Environments and Operations 16th Global Edition test b...
International Business Environments and Operations 16th Global Edition test b...
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
 
8447779800, Low rate Call girls in Tughlakabad Delhi NCR
8447779800, Low rate Call girls in Tughlakabad Delhi NCR8447779800, Low rate Call girls in Tughlakabad Delhi NCR
8447779800, Low rate Call girls in Tughlakabad Delhi NCR
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdf
 
Organizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessOrganizational Structure Running A Successful Business
Organizational Structure Running A Successful Business
 
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase  19 April  2024  Energy News issue - 1717 by Khaled Al Awadi.pdfNewBase  19 April  2024  Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
 
Annual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesAnnual General Meeting Presentation Slides
Annual General Meeting Presentation Slides
 

2013 Epic Financial Funding LLC - Summary (v6)

  • 1. Epic Financial Funding, LLC 2013 Funding Green Energy Projects
  • 2. Recommendations for Epic Financial Funding “I 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. Randy’s 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, Banc “It 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 Group “Randy 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 Associates Anthony Carson, Andrea Lucke, John Boehner Governor Bob Taft, Mr. & Ms. Carson, George Bush, Jr.
  • 4. Managing Partner & CEO of Epic Financial Funding Phillip (Randy) Carson Phillip (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 Ferguson Alexander 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 today’s 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 Department’s 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 Magazine’s “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. Ferguson’s 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. Ferguson’s 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 School’s 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 Nepal’s 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 Master’s 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 Bank GE 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. • Epic’s founders have combined decades of corporate experience with innovative and entrepreneurial problem solving to truly understand today’s developers.
  • 13. Brooke-Alvinston Wind Project Funded Funded April 2012 Ho-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 Bulgaria James Mizelle inspecting a solar plant in Bulgaria Dinner with partners, clients and Korean officials from industrial companies.
  • 15. Epic’s 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 rcarson@pmfohio.com Christina 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