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April 2015 Epic Financial Funding Power Point

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April 2015 Epic Financial Funding Power Point

  1. 1. Epic Financial Funding, LLC Funding Green Energy Projects & Oil & Gas 2015
  2. 2. Epic Opens a New Location in India Focusing on Clean Water & Alternative Power Epic understands the growing need for energy and clean water in India. India’s fast economic growth has made it the second fastest growing energy market . Today Epic is committed to funding energy projects in India as well as introducing a cutting edge water purification system to meet the growing need for water in India. The United States government also understands India’s needs. India’s plan to create a solar industry on the scale of China’s almost from scratch gained credibility with President Barack Obama’s pledge to lend U.S. financial support for the program. Without giving any detail or making any specific grant, Obama said the U.S. will “stand ready to speed this advancement with additional financing.” The remark was made at a press conference on Sunday, April 5th in New Delhi as Prime Minister Narendra Modi reiterated his aim for India to install by 2022 as much photovoltaic capacity as the U.S. has now.
  3. 3. Selected Associates Governor Bob Taft, Mr. & Mrs. Carson, and George Bush, Jr. Anthony Carson, Andrea Lucke, John Boehner
  4. 4. Managing Partner & CEO of Epic Financial 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 Banc, 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 serving eight years. Randy was a statewide delegate to the Ohio Republican Party and served as Finance Chairman of his county. Randy was the youngest ever in Ohio to be appointed to Chairman of the Board of Elections and managed two congressional district positions for Ronald Reagan and Gov. James A. Rhodes. Randy worked throughout Ohio for Senator Robert A Taft's re-election 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. Nominated to President Gerald Ford's National Education Committee in 1974, Randy 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. 5. Recommendations “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.
  6. 6. 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/Pres. Mgmt .Program.
  7. 7. 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.
  8. 8. 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.
  9. 9. Managing Director of Epic Financial Funding Rajnish Sharma Present(additional) Job Position: Country Head- Coal Business- Empire Industry limited, India Previous Job Position was A.V.P- Coal trading- Grande Cache coal Corporation- Canada and G.M.-Coal trading- Coal India limited- Government of India (PSU), India Summary of Qualification: More than 25 years’ experience in Coal India limited (PSU) - COAL sector -mining industries in commercial/technical/procurement /Railway/Sales division that magnifies my experience and knowledge in sales and marketing operation and strategy, Collection strategy in Government and private sector, Business Analysis, procurement, Government regulatory affairs, compliance rules and accounting job with IT Applications in India More than 25 years’ experience in Sourcing, Sale of Coal, Logistics, FSA, Coal operations, Policy Advocacy and management jobs in India, Under Coal mining Industry Worked with various subsidiary of CIL-Coal India limited- BCCL ( Bharat coking coal limited), CCL( Central coal field limited), ECL ( Eastern Coalfield limited), MCL ( Mahanadi coalfield limited) Liaison with Government and private Industries, Coal India ltd and its Subsidiary, MMTC Liaisons with Thermal Power Plants – NTPC/ Private Captive power plants in India /State owned Power Stations in India /Fertilizer Steel Authority of India ( SAIL )- BSL/DSP/DPL/ CCWO Knowledge and applications of marketing/ Distribution of Coal Trading by Rail/Road/Ship Knowledge of existing four Coal Index-South African Richard Bay Coal-API-4, Australia New Castle Coal-API-3, Japan Power Utility index and ACR Asian Index and Indonesia coal index /ICI ( Coal )
  10. 10. Managing Director of Epic Financial Funding Patrick McCleary PATRICK MCCLEARY has the unique ability to combine personal efforts with team building to produce tangible results. As a Marine, he knows that unit cohesion and coordination are essential to completing any mission. As a former boxer in the Corps, he knows that individual hard work is key to positive results in business and in life. Having 25 years combined experience in land and infrastructure development, private utilities, and green technology companies. Having Completed several business-related courses, while also beginning career in retail management. Experience in Retail Management and Real Estate Development Pre-foreclosures market, residential and commercial property acquisitions. Initial steps into financing and land development. Working Private Utility Concepts 2000-present Began investigating potential of private utilities as means of creating new markets for communications and essential services. Developed initial concepts of containerized units for water and sanitation treatment. Private Utility and Land Development from 2004-2009. Mr. McCleary began first private utility with a telecommunications company. Continuing with numerous land development projects, including buying land for builders including Quadrant (subsidiary of Weyerhauser), D.R. Horton, and New Homes LLC. Green Technology Companies and Private Utilities 2004-present Have now formed 3 green technology companies to provide water, sanitation, and waste to energy systems for a fraction of the cost of conventional systems, as well as energy-saving solutions for existing energy grids. All these companies offer containerized systems that are sustainable, environmentally friendly, and economically viable for developed and developing nations alike. Numerous commercial and governmental contracts are now in progress, with each offering the potential of ongoing revenues generated by green-tech, private utility districts.
  11. 11. Managing Director of Epic Financial Funding Ramani Venkat Nagarajan RAMANI VENKAT NAGARAJAN is an experienced international businessman with a proven track record of launching businesses in Indian and the Middle East. Mr. Nagarajan has over 35 years of experience in technology and project management and has used that knowledge to start several different businesses. Having focused his career on international business development, Mr. Nagarajan has worked on a number of projects throughout India and the Middle East including promoting alcohol free hygiene products, producing energy from municipal solid waste, software testing, and working with FlexiWaggon. During his time with FlexiWaggon, a Swedish based Eco-friendly Logistics and Transportation System, he was a Director of Business and Technology Promotion. Mr. Nagarajan also has a strong history of working on a successful implementation of online integrated IT systems in multination, multi-lingual and multi-cultural companies. Mr. Nagarajan earned his B.Sc. in Mathematics and a Masters in Philosophy later. He has also completed post-graduate work in Data Management, is a Certified Information Systems Auditor (CISA), Certified Lead Assessor of Quality Management System (BVQI), and a SAP Consultant (Specializing in Materials Management).
  12. 12. Managing Director of Epic Financial Funding Mr. Prasad VVSS PRASAD VVSS is a post graduate born in India in 1951 with multifaceted experience in teaching, Project formulation for low income groups for governments and Banks, project report preparations, liasioning with Banks State owned and county’s prime financial Institutions and implementing the projects. Prasad had hands on experience from the ground level starting from obtaining Industrial licence for establishing an enterprise to manage it at apex level. He worked as a retainer by adding value for various organisations in different capacities. He had experience in Manufacturing industries, Telecommunication, Electronic industries, Construction field, Tourism, Hospitality, financial Services and Information Technology including ERP sector. Prasad dealt with small and big entrepreneurs, Corporate heads, Government corporations, Directors and secretaries of various ministries and Government heads such as ministers at both state and central levels in Government of India. He travelled extensively in USA, erstwhile USSR, Japan, South Korea, Hong Kong, Singapore, Taiwan and Nepal in helping the prospective clients for arranging technology transfers, joint venture partners, Machinery suppliers, and funding partners since 1982 to till date. Presently Prasad’s focal area is analysing the projects for suitability of attracting investments from foreign investors/lenders and institutions and arranging investments.
  13. 13. 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.
  14. 14. Why Choose Epic Financial? 1. Epic offers a credit enhancement product (helps to insure funding in a timely fashion) 2. Commercial leasing for equipment for a 10 year term and real property for a 30 year term 3. Epic currently represents three state of the art companies specializing in waste-to-energy and water treatment technology/solar 4. Government and private infrastructure financing
  15. 15. 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
  16. 16. 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.
  17. 17. Brooke-Alvinston Wind Project 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 +1 859.356.0601.
  18. 18. 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.
  19. 19. Contact Information Phillip R. Carson Managing Principal Epic Financial Funding, LLC Phone: 859.356.0601 Skype: r.carsonskype rcarson@pmfohio.com Jacque Richardson Administrative Assistant Epic Financial Funding, LLC Phone: 859.356.0601 jrichardson@pmfohio.com Rosy Rod Managing Director Epic Financial Funding, LLC North America rosycm05@yahoo.com Prasad VVSS Managing Director Epic Financial Funding, LLC F-3, CRR Puram, L&T Colony Manappakkam, CHENNAI, India 600 116 Divya.business.services@gmail.com

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