Who We Are

ARC Fiduciary is a team of seasoned investment professionals with a track record of successfully investing together. We are committed to building a new generation investment firm, aligning the interests of all stake holders in the pursuit of long-term sustainable above market returns.

Our Approach

ARC Fiduciary pursues institutional investment strategies that deliver economic alpha while deriving social and environmental good. We recognize that unique investment opportunities emerge when working toward a healthier, cleaner and more equitable planet.

Investment Strategies

ARC Fiduciary’s current focus is on investments in the U.S. energy transition, with a particular expertise in equity investments in mid-market, low-carbon and renewable energy infrastructure projects.

By the Numbers

850

BILLION
US energy investment required by 2040

83

ENERGY CAPACITY
additions will be renewables by 2040

42

US STATES
renewables will become cost competitive with fossil fuels (grid parity) by 2040 *

71

FORTUNE 100
companies have public renewable energy targets

Data according to Advanced Energy Economy, Bloomberg New Energy Finance, Greentech Media. Information is current as of January 2017 and is subject to change.
For informational purposes only. Nothing herein constitutes an offer to sell or solicitation of an offer to purchase any security, or a recommendation or advice about an investment.
*For residential solar

Renewable Energy Investment Opportunities

Falling costs for renewables, technological innovation, changing corporate and consumer preferences, and a transition to a distributed energy system is creating an unprecedented volume of low-carbon and renewable energy assets with compelling economics for private sector investment.

A New Paradigm

The Energy Transition Opportunity

A Market Opportunity

The global transition from large centralized utilities to smaller distributed energy projects is driving market opportunities.

The Past: Centralized Power and One Way Transmission

The Future: Distributed Power and Two Way Transmission

ARC Energy Transition Opportunities Team

Our investment team manages assets

that invest in the following areas of

CLEAN & RENEWABLE ENERGY

Investment Verticals

ARC Fiduciary’s energy transition team invests across many segments of the opportunity set for a diverse portfolio of unique assets.

  • Landfill Gas to Energy

  • Distributed Commercial PV Solar

  • Combined Cycle Clean Power

  • Combined Heat and Power

  • Mitigation Land Banking

  • Energy Storage

  • Grid Infrastructure

  • Water Waste and Water Infrastructure

  • HydroPower

  • Wind

  • Waste to Energy

  • Transmission Optimization

Impact Goals

ARC Fiduciary considers the maximization and measurement of impact goals as integral to our investment success. ARC’s investments perform best for investors when they are achieving positive social and economic outcomes, and we can better judge the likely overall long-term investment outcomes by measuring these impact outputs. ARC has dedicated significant time and resources to developing and utilizing the best possible impact measurements for our portfolios and underlying investments.

Impact Metrics

Minimum target of carbon avoidance compared to the current energy mix:

Carbon Reduction per Investment

30%
0%

Target Employment Objectives:

Green Jobs Created

6234
0%

For informational purposes only.  Nothing herein constitutes an offer to sell or solicitation of an offer to purchase any security, or a recommendation or advice about an investment.

About Us

Founded in 2016 as an independent alternative investment firm with offices in New York, ARC Fiduciary is dedicated to the pursuit of sustainable investment management without compromising risk-adjusted returns. Our team has a wide breadth of institutional investment experience and was founded with the intention of applying investing expertise and rigor to deliver outperformance and the achievement of societal goals.

 

The ARC principals and employees have previously managed significant investor capital, most recently working together as the dedicated in-house team for APG Asset Management, Europe’s largest pension fund asset manager, with approximately $470 billion AUM as of December 2016.

Leadership

Dempsey Gable
Managing Partner &
Chief Investment Officer

Email: dg@arcfid.com

IC Member, Former APG Opportunity Fund Team Member
Dempsey Gable spent 8 years at APG asset management where he served as Managing Director, member of the US Executive Board and Fund Manager for the $5.5 billion Opportunity Fund. Under Mr. Gable’s direction, the fund invested opportunistically across the capital stack in direct equity and debt, as well as primary fund investments. Investments focused mainly on energy, energy infrastructure and related assets, including oil and gas, renewables, energy efficiency, transmission, independent power and utility assets. . .

Paulus Ingram
Managing Partner &
Chief Executive Officer

Email: pi@arcfid.com

IC Member, Former APG Opportunity Fund Team Member
Paulus Ingram spent 6 years in leadership roles at APG Asset Management in Amsterdam and New York. As Head of Hedge Fund Investments at APG, he was responsible for a $23 billion program. Prior to running the hedge fund program, Mr. Ingram was a Senior Portfolio Manager on APG’s Opportunity Fund. Additionally, Mr. Ingram served on APG’s Sustainable Development Investments Task Force and APG’s Sustainability and Governance team. In that capacity, he was responsible for evaluating, approving and monitoring ESG. . .

Steven Bloom
Senior Portfolio Manager
&

Email: sb@arcfid.com

Former APG Opportunity Fund Team Member

Steven Bloom is a seasoned investment professional. Mr. Bloom spent 8 years at APG Asset Management, including 5 years as a Portfolio Manager on APG’s Opportunity Fund. During his time on APG’s Opportunity Fund, he underwrote and managed a portfolio of more than $1 billion of investments.

Mr. Bloom began his career at APG as head of research and asset management for APG’s North America Strategic (Private) Real Estate Fund. Prior to joining APG, Mr. Bloom was a Portfolio Manager at HSBC Asset Management after having worked. . .

George  Sorenson
Special Advisor – Sourcing
&

Email: gs@arcfid.com

George Sorenson has 18 years of experience originating, structuring, negotiating and executing direct equity investments in electric, gas, water, and telecommunications utilities globally. He was a Founder and Chairman of a former APG portfolio investment, an energy infrastructure fund manager. As founder of FE Clean Energy Group, Mr. Sorenson has successfully formed five private equity funds totaling $320 million. These funds have as their investment focus investments in energy efficiency and renewable energy, and the purchase of electric and other utilities. Through funds he’s managed, Mr. Sorenson has made . . .

Andrew Wilder
Special Advisor – Finance and Operations

Email: aw@arcfid.com

Andrew Wilder has served in an independent CFO role on behalf of APG for two portfolio investments. Mr. Wilder has over 20 years’ experience in the alternative asset management industry, where he held various leadership roles in building and managing businesses. Mr. Wilder held Chief Financial Officer and Chief Operating Officer roles for numerous fund management firms. Mr. Wilder was CFO, COO and co-founder of North Sound Capital, a $3 billion peak AUM long/short equity hedge fund, and more recently was CFO and co-founder of Western. . .

Darice Bochniak
Controller

Email: db@arcfid.com

Having previously served as Controller of a portfolio investment of the APG Opportunity Fund, Darice Bochniak brings over 16 years of experience in finance and audit to Arc Fiduciary. Ms. Bochniak served as Controller for FE Global Clean Energy from 2008 to 2016, where she was responsible for all accounting, audit, compliance, and reporting. She also served as Senior Tax Accountant at KPMG. Ms. Bochniak was Controller at Weston Capital Management, an alternative investment management firm offering customized hedge fund and hedge fund-of-funds products. . .

Pravin Patil
Chief Risk and Technology Officer

Email: pp@arcfid.com

Pravin Patil has spent 6 years in various roles at ABN AMRO Bank in Amsterdam and New York. He has been involved in overall bank balance sheet management, risk management and new business initiatives of ABN AMRO in North America and Europe, specifically covering the energy, transportation and commodities sectors. Mr. Patil has also extensively researched renewable energy corporations in India. He was responsible for setup of the New York ABN AMRO branch. Prior to that, he worked in the Information Technology space, and was responsible for the setup of. . .

Joe Iraci
Chief Compliance Officer

Email: ji@arcfid.com

Joe Iraci joined ARC as Chief Compliance Officer in November 2016. He is a seasoned regulatory compliance attorney with Adherence LLC’s outsourced regulatory compliance business. Mr. Iraci was formerly Counsel and CCO to NorthCoast Asset Management. His prior work experience includes several years at The Kenmar Olympia Group as Director of Legal and Compliance Affairs and as a Research Analyst for Iridian Asset Management. He earned a BA in Marketing from Fordham University, and he received a joint JD/MBA with. . .

Heather Langsner
Director of Impact

Email: hl@arcfid.com

Heather Langsner leads La Francaise Center of Climate Excellence. She has been the Senior Analyst and Global MD of Portfolio Analytics at La Francaise Inflection Point Capital Management (LFIP) for the past 3 years. In that role, she developed two flagship portfolio strategies including “Carbon Zero”— a public equity concentrated strategy delivering net negative carbon emissions through a proprietary method that involves measuring and standardizing the reported energy output reported by next generation utilities and renewable energy companies. . .

Advisory Board

Brace Young
Advisor

Mr. Bracebridge Hemyng Young, Jr. was at Mariner Investment Group, LLC for 11 years, where he was Chief Executive Officer and Partner. Previously, he was a Managing Partner at Shawkemo Investment Partners. Mr. Young was a Managing Partner at Goldman Sachs International, where he headed fixed income and foreign exchange groups with an international focus. Mr. Young is a Member of the Advisory Board at Summer Street Capital Partners, L.L.C. and serves on numerous corporate and charitable Boards. He holds an M.B.S. from the Stern School of New York University and a B.A. from Bowdoin College.

Yasemin Saltuk
Advisor

Yasemin Saltuk Lamy is a thought leader in impact investing, with over a decade of experience in financial markets. Currently, at Omidyar Network, she is working to build out a new portfolio focused on including individuals in the formal economy by enabling digital identity. She serves on the strategy function for the firm, helping to guide corporate and portfolio-level strategy, as well as publishing on Omidyar Network’s approach to impact investing (see Across the Returns Continuum, SSIR, 2016).

Prior to Omidyar Network, she built several practices at J.P. Morgan, most recently leading the Social Finance business in Europe. In this role, she worked with both issuer and investor clients on their impact investment strategies, structuring funds, constructing portfolios and publishing analytical research for investors in the market. Her report, Impact Investments: An Emerging Asset Class (JPMorgan, 2010), is widely recognized as the seminal work introducing impact investments to mainstream investors. Her research produced the largest data set for the market and her publications are referenced and utilized by practitioners and academics alike. She also helped to catalyse two impact funds: The Global Health Investment Fund and the Dementia Discovery Fund. She currently serves on several impact investment advisory boards, and has been a contributing author to several publications including with the World Economic Forum, the OECD, and the G8 Social Impact Investment Task Force. Prior to joining JPMorgan Social Finance, Yasemin covered alternative investments and then credit derivatives in Europe, where she and the team were ranked #1 by Institutional Investor and awarded Risk magazine’s Derivatives Research House of the Year. She holds a BA in Mathematics and Philosophy from the University of Pennsylvania, and an MSc in Financial Mathematics from King’s College London.