Satori Capital

Sunny Vanderbeck Randy Eisenman John Grafer Rugger Burke Jon Gard Randall Hunt
Danyelle Faulkner Andres Churin Chad Cook Claire McInnis


The members of our investment team have long and successful track records as private equity investors, founders and CEOs of private and public companies, investment bankers, and corporate lawyers. We leverage our diverse skills, experiences and networks to identify, evaluate, and scale sustainably-run businesses. Our managing partners have known each other since the 1990s, and most members on our team have worked together for many years. From our history together, we have developed a robust partnership with shared values and a commitment to become the "buyer of choice" for sustainable businesses.


Sunny Vanderbeck

Managing Partner

Sunny Vanderbeck has a track record of high achievement in all of his endeavors, including as an entrepreneur, CEO, investor, board member, and military leader. Prior to co-founding Satori Capital, Mr. Vanderbeck co-founded and served as Chief Executive Officer of Data Return, a leading provider of managed services and utility computing. As CEO for eleven years, Mr. Vanderbeck led the company through all phases of growth and transformation. The company sustained 40% quarter-over-quarter growth and reached $50 million in revenue after only three years.

With such rapid growth, an impressive customer base, and an innovative and capital-efficient business model, the company attracted strategic investments from Compaq, Level 3, and Microsoft. After a successful IPO, the company achieved a market capitalization in excess of $3 billion, and Mr. Vanderbeck was one of the youngest CEOs ever to lead a NASDAQ company. In recognition of Data Return's industry leadership, Microsoft named Data Return Global Hosting Partner of the Year, while Mr. Vanderbeck received numerous individual honors including being named "Top 25 Technology Executives" and Entrepreneur of the Year finalist by Ernst and Young. In addition, Mr. Vanderbeck is a sought-after speaker at financial and sustainability conferences.

Prior to co-founding Data Return, Mr. Vanderbeck served as a Team Leader at Microsoft, where he focused on supporting Microsoft's largest clients and partners. Through his experience at Microsoft, Mr. Vanderbeck identified a compelling market opportunity that served as the springboard for the launch of Data Return.

Prior to joining Microsoft, Mr. Vanderbeck served as a Section Leader of the 2nd Ranger Battalion (U.S. Special Operations Command). Through this experience, Mr. Vanderbeck learned how to succeed under challenging circumstances while leading others to new levels of performance.

Leveraging his expertise in strategy, operations, and capital allocation, Mr. Vanderbeck is actively engaged with several private businesses as an investor, advisor, and board member. Additionally, Mr. Vanderbeck is a member of Young Presidents' Organization (YPO) where he serves as the North American Co-Chair of the organization's Corporate Social Responsibility Network. In this role, his charter is to develop awareness and support for more sustainable business models among YPO companies.

Watch Sunny speak on conscious capitalism at TEDxAustin 2011.

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Randy Eisenman

Managing Partner

Randy Eisenman operates at the intersection of his passions of investing, entrepreneurship, and sustainability. He is a founding partner of Satori Capital, a private equity firm that invests in profitable, growing, sustainable businesses. The firm partners with management teams to accelerate the growth of companies that are "built to last" and meet a set of criteria that the firm describes as sustainability. These sustainable businesses operate with a commitment to the success of all stakeholders; are driven by strong values and a mission or purpose; and evaluate decisions with a long-term horizon in mind.

Prior to co-founding Satori Capital, Mr. Eisenman spent ten years at Q Investments, a multi-billion dollar private investment firm founded by two former investment advisors to the Bass Family. Mr. Eisenman launched the firm's private equity business and served as a Partner for seven years. He was the youngest to be named Partner in the history of the firm at age 25.

While at Q Investments, Mr. Eisenman founded Handango to capitalize on the emerging mobile content market. Stepping into an operating role as President and Chief Executive Officer, he drove the company's strategy and built a world-class team, positioning Handango as the global leader in the smartphone content market. Handango won numerous awards including being named to the Inc. 500; being named one of the "Best Companies to Work for in America"; and named to the Top 101 Classic Web Sites by PC Magazine. Mr. Eisenman was named as Ernst & Young's Entrepreneur of The Year for 2004.

Prior to joining Q Investments, Mr. Eisenman worked as a financial analyst for Goldman Sachs & Co. in the Principal Investments Area, which manages the firm's private equity funds and investments. During his tenure at Goldman Sachs, Mr. Eisenman focused on venture capital, growth equity, and leveraged buyouts in a variety of industries. In earlier positions, he worked as a financial analyst at Bear Stearns, with a focus on mergers and acquisitions, and at HBK Investments, one of the world's largest hedge funds.

Today, Mr. Eisenman is involved in a variety of organizations that leverage his skills and passions. He is a member of the Board of Directors of Stagen, a management consulting firm that specializes in building sustainable mid-market companies. He is a member of Investors' Circle, a community of for-profit social entrepreneurs and investors. He is also a member of the Board of Directors of Conscious Capitalism, Inc., and a member of Social Venture Network, two nonprofits committed to building a just and sustainable world through business.

Mr. Eisenman is actively involved in Young Presidents Organization (YPO) where he serves as the North America Co-Chairman of the organization's Sustainable Business Network. Additionally, Mr. Eisenman serves on the TCU Entrepreneurial Program Advisory Board and the Board of Trustees of Cook Children's Hospital. He also serves on the Finance Committee of the Fort Worth Country Day School Board of Trustees.

Mr. Eisenman holds a bachelor's degree in business administration from the University of Texas, where he graduated with high honors from the Business Honors Program. He lives in Fort Worth, Texas.

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John Grafer

Principal

John Grafer is a principal at Satori Capital and also serves as its chief financial officer. Prior to joining Satori, Mr. Grafer was senior vice president of Giuliani Partners LLC, a consulting and investment firm founded by former New York City Mayor Rudolph W. Giuliani. Mr. Grafer assisted with the initiation of a $300 million principal investment alliance with Bear Stearns Merchant Banking (now Irving Place Capital) and served as a full-time deal team member performing deal sourcing, valuation, and acquisition activities for portfolio companies. Mr. Grafer was also responsible for all financial aspects of the firm and its affiliates as well as for making recommendations to the Chairman regarding operations, corporate strategy, human resources, legal, and other issues.

Prior to joining Giuliani Partners in 2003, Mr. Grafer was a member of the Mergers & Acquisitions Group at Credit Suisse First Boston, where he executed exclusive sale transactions in the middle market and provided buy-side mergers and acquisition advice to multinational organizations. From 1991-1999, Mr. Grafer was a member of the Proprietary Trading Group at J.P. Morgan Chase & Co., where he hedged $5 billion of daily currency exposure, a founding member and chief financial officer of a startup wide-area networking company, and a senior auditor at Ernst & Young, where he earned his C.P.A.

Throughout his career, Mr. Grafer has periodically assisted Pathway Investments, LLC, a family office, with early stage investments in sustainable companies including Honest Tea, an organic beverage company that emphasizes sustainability in all aspects of its business. The Coca-Cola Company recently acquired all of Honest Tea's stock. Mr. Grafer is also a judge for the McCloskey Business Plan competition at the Gigot Center for Entrepreneurial Studies at the University of Notre Dame's Mendoza College of Business.

Mr. Grafer received an M.B.A. in finance from the University of Chicago Booth School of Business and a B.B.A. in accounting from the University of Notre Dame.

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Rugger Burke

General Counsel & Principal

Rugger Burke is a lawyer by training with an extensive background in business organization, transactions, and finance. He currently holds licenses in several states, including Texas and New York, and has been repeatedly named a “SuperLawyer” in the areas of business law and mergers & acquisitions by Texas Monthly.

In his more than 17 years of practice in the area of business and corporate law, he has worked with a diverse range of publicly-owned and privately-held clients in almost every business sector, from IT services companies to manufacturing to financial services. Additionally, he has provided legal and business counseling to numerous startup companies, guiding many from inception through sale. Further, Mr. Burke has served both as a Master in Chancery as well as a receiver, having been appointed by the courts to take possession of and operate various businesses in a number of proceedings. He has also served as a trained mediator and arbitrator and is licensed by FINRA (formerly the NASD) to serve as a public arbitrator in disputes relating to the securities industry.

Mr. Burke attended Southern Methodist University in Dallas, where he earned both a B.S. in mathematics as well as a J.D. As part of his dedication to community service, Mr. Burke serves as the Chairman of the Board of the SPCA of Texas, Inc.

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Jon Gard

Vice President

Jon Gard is Vice President at Satori Capital and is responsible for deal sourcing, due diligence, monitoring portfolio investments and other transaction-related issues. Prior to joining Satori, Mr. Gard was an associate at Madison Dearborn Partners, LLC, Chicago's largest buyout fund with more than $18 billion under management. During his two years at Madison Dearborn, Mr. Gard evaluated new investment opportunities and monitored portfolio operations within the building products, basic industrials, financial services and healthcare sectors.

Prior to joining Madison Dearborn, Mr. Gard was an analyst in the Global Healthcare Investment Banking group at Lehman Brothers in New York. While at Lehman, he focused on mergers, acquisitions and corporate finance transactions primarily for healthcare services companies.

Mr. Gard received an M.B.A. from the Kellogg School of Management at Northwestern University and a B.A. in Economics, magna cum laude, from Wabash College. Mr. Gard is involved with a variety of non-profit organizations, and he and his wife, Natalie, have two children.

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Randall Hunt

Vice President

Randall Hunt is Vice President at Satori Capital and is responsible for deal sourcing, due diligence, monitoring portfolio investments and other transaction-related issues. Prior to joining Satori, Mr. Hunt was an associate at Chicago Growth Partners, a middle-market private equity firm managing $1.2 billion. During his two years at Chicago Growth Partners, Mr. Hunt sourced and evaluated new investment opportunities and worked with portfolio company senior management on strategic growth initiatives.

Prior to joining Chicago Growth Partners in 2007, Mr. Hunt was an analyst at UBS Investment Bank in Chicago, where he provided merger and acquisition advisory services primarily to the telecom industry.

Mr. Hunt received an M.B.A. from the Kellogg School of Management at Northwestern University and is a Summa Cum Laude honors graduate from the Kelley School of Business at Indiana University where he received a B.S. in business administration with a focused study in finance.

Mr. Hunt has been actively involved on the boards of various non-profit organizations, including the Auxiliary Board of Northwestern Memorial Hospital as well as the Private Equity Association of Chicago.

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Danyelle Faulkner

Associate

Danyelle J. Faulkner is an associate at Satori Capital. Ms. Faulkner is responsible for deal sourcing, due diligence, monitoring investments and other transaction-related issues. Prior to joining Satori, Ms. Faulkner worked at AXA Advisors, LLC.

Ms. Faulkner is a Summa Cum Laude honors graduate from The Cox School of Business at Southern Methodist University. She received her B.B.A. in financial consulting and focused additional study concentrations on entrepreneurship and advertising.

Ms. Faulkner received a full academic scholarship to SMU and achieved high honors during her studies there. She was recognized as the Outstanding Financial Consulting Major, Outstanding Entrepreneurship Student, and one of “SMU's most intellectually gifted undergraduates” with her nomination and induction into the Robert Stewart Hyer Society. She also received the highest national recognition a student in business can achieve as a member of Beta Gamma Sigma and was continuously ranked in the top 5% of SMU students on the Honor Roll With High Distinctions.

Ms. Faulkner was a member of the National Honor Societies Phi Theta Kappa and Omega of Texas, was a participant in the Cox B.B.A. Honors Program, and was nominated to join the International Scholar Laureate Program Delegation on Business.

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Andres Churin

Senior Analyst

Andres Churin is a senior analyst at Satori Capital. Mr. Churin is responsible for deal sourcing, due diligence, monitoring investments, and other transaction-related issues. Prior to joining Satori Capital, Mr. Churin worked as an analyst in the Private Equity Group at Goldman, Sachs & Co., where he focused on a variety of investments including direct and secondary private equity investments across all industries.

Mr. Churin graduated with honors from The University of Texas at Austin with a BBA in Finance and Business Honors and also completed a specialization in economics at ESCP-EAP in Paris, France.

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Chad Cook

Business Development

Chad Cook is responsible for business development at Satori Capital, focusing on deal sourcing, capital raising, and generating new business opportunities. Prior to joining Satori, Mr. Cook co-founded TurnPoint Capital Partners, a lower middle-market investment banking firm specializing in sell-side advisory and capital raises for businesses in a variety of industries.

From 2005-2008, Mr. Cook was a principal at MHT Partners, a middle-market investment banking firm, where he was responsible for sourcing new sell-side advisory opportunities. Prior to MHT Partners, Mr. Cook served as CFO of GreatLodge, an internet company focused on the outdoor industry. During his tenure at GreatLodge, Mr. Cook successfully led the sale of the business to a strategic acquirer. In earlier positions, Mr. Cook worked at Consolidated Container Company (previously Suiza Packaging) and at EDS, where he was involved in numerous M&A transactions. Through this experience, he developed expertise in corporate finance, mergers and acquisitions, and operations. His assignments included engagements in consulting, energy, financial services, manufacturing, and telecommunications.

Mr. Cook earned an M.B.A from Southern Methodist University and a B.A. in Economics from the University of Texas at Austin. Mr. Cook serves on several non-profit boards including the Board of Directors of the Boys and Girls Clubs of Greater Dallas and the Board of Trustees of both the Dallas Theater Center and LaunchAbility, an organization that supports children and adults with developmental disabilities.

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Claire McInnis

Controller

Claire McInnis is controller at Satori Capital and is responsible for accounting, financial reporting, fund administration, tax and cash management for Satori and all of its investments.

Prior to joining Satori, Mrs. McInnis was a Senior Manager at PricewaterhouseCoopers (PwC). She spent six years in the Dallas audit group serving public and private clients in the industrial and consumer products, manufacturing, retail, and construction industries. Mrs. McInnis managed teams through financial statement filings, served as the key contact on technical issues with company executives and evaluated internal controls for her clients. She also spent three years in PwC's Transaction Services - Capital Markets Group in Zurich, Switzerland, where she provided direct accounting and advisory services to global clients, primarily in the auto, pharmaceutical, and telecommunications industries and prepared clients for securities offerings and carve-out transactions.

Prior to joining PwC, Mrs. McInnis spent two years as a financial analyst at Handango, a global leader in the smartphone content market.

Mrs. McInnis received her B.B.A. and masters in public accounting from the University of Texas at Austin. She is a C.P.A. in Texas.

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John Carreker Mike Beltz Craig Lentzsch Cheryl Rosner
Paul Schlosberg Christiana Wyly


Satori Operating Partners are former senior executives of leading sustainable companies. Their proven operating skills, deep industry expertise and vast network provide tremendous value to our portfolio companies and firm. These exceptionally talented individuals are intimately involved in sourcing potential opportunities, assisting with due diligence, and advising portfolio companies on strategy and operations.

John D. Carreker, III - Operating Partner

John Carreker is a dynamic, results-proven Chief Executive Officer with experience leading transformation and growth-driven operations for US and International organizations. John brings extensive leadership experience to global financial services and payment solutions in both public and privately-owned companies. He is a collaborative and achievement-oriented executive with the ability to build, lead and energize teams, and position an organization for significant market growth.

John currently serves as an advisor to several companies in the financial services, revenue consulting and business process outsourcing markets with clients in multiple industry verticals. Selected engagements include The Brinks Company (NYSE: BCO), Blue Ridge Partners, and MMC Group.

Most recently, John was the President and Chief Executive Officer of ALI Solutions, a $15M venture-backed company that delivers intelligent decision automation applications to consumer financial services organizations. John was recruited to ALI in 2008 by the Board of Directors to revitalize the organization and drive operating performances. In two years, he drove top-line revenue by 28% and strengthened overall financial performance while launching major product and marketing initiatives. John positioned ALI to secure the market share leadership position in collection analytics and established the company as a potential acquisition target.

Previously, John was a Corporate Officer and President of Global Payments Technologies for Carreker Corporation (CANI:NASDAQ), a provider of payment solutions to the global financial services industry. Through extensive organic and inorganic growth initiatives, he substantially increased the addressable market and overall capabilities of the business. The financial metrics and performance of the $75 MM business improved significantly and ultimately positioned the overall corporation for sale for a premium in 2007.

As Executive Vice President and Managing Director of Carreker Corporation's International Operations business unit, John successfully established and grew the company's international presence. He led the strategic direction and operations, headquartered in London, and serviced clients in eight additional markets, with two satellite offices in South Africa and Australia. John played a key role in the successful acquisition and integration of six US companies with an international footprint, positioning the organization for significant growth in international markets.

John also held several additional transformational and strategic leadership roles within Carreker Corporation, positioning the company for IPO in 1998 and for acquisition by CheckFree Corporation in 2007.

John holds a MBA from Harvard Graduate School of Business and a BS in Industrial Engineering from Texas Tech University.

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Mike Beltz - Operating Partner, Financial Technology & Payments Processing

Mike Beltz is a dynamic corporate executive with over 25 years of senior management and business development experience. Mike has been instrumental in the formation and implementation of growth strategies that have resulted in extraordinary outcomes and sustainable value creation. Mike has extensive expertise in strategy development, sales and marketing, and merger and acquisition execution and integration.

Most recently, Mike served as Managing Partner for North Peak Partners, a consulting and transaction advisory firm, focused on the financial services, payments, and emerging technologies industries. Just prior to that, he served on the board of directors of ChoicePay, Inc., a leading provider of electronic payment solutions, where he subsequently also served as CEO and was involved with the successful transition of the company through a private sale.

Previously, Mike served as Executive Vice President and President of Transaction Services and President of Utility Services for Alliance Data Systems, providing BPO and CRM services to a variety of industries. Mike led the corporate development strategy including the company's growth via mergers and acquisitions while having operating responsibility for both the Transaction Services and Utility Services business units with combined revenues in excess of $500 million. During his tenure, the Utility Services division grew from a new market entry to over $200 million in annual revenue.

Mike began his career at First Data Corporation, where he spent 14 years in a variety of sales, marketing, and merger and acquisition roles. He served as Vice President of the Boston and New York regions, later serving as Executive Vice President of Sales and Mergers & Acquisitions for the credit card and merchant acquiring businesses. He led the pursuit, negotiation, and completion of the acquisition of Signet PLC, the largest European association credit card processor. Subsequently, following the acquisitions of several major merchant acquiring portfolios, Mike was instrumental in the creation of the highly successful Merchant Alliance Program, leading the team that conceived and negotiated agreements with eight of the nation's largest merchant acquirers.

Mike holds a Bachelor's degree in Economics from the University of Nebraska.

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Craig Lentzsch - Operating Partner, Transportation, Distribution & Retail

Craig R. Lentzsch is a senior corporate executive with significant experience in the transportation sector. He has held chief executive officer, president, executive vice president, vice chairman, and board of directors positions for Coach America Holdings, Inc., Greyhound Lines, Inc., Dynamex, Inc., the National Surface Transportation Infrastructure Financing Commission, and the Intermodal Transportation Institute at the University of Denver.

Mr. Lentzsch served until 2007 as president and chief executive officer of Coach America Holdings, Inc., a former portfolio company of Kohlberg & Company, LLC. With 30 business units located in all major cities in the southern half of the United States, Coach is the premier provider of ground transportation and travel services in its markets. During his tenure, the company's revenues increased from $200 million to more than $400 million.

Prior to Coach America, Mr. Lentzsch served on two different occasions at Greyhound Lines, Inc. Greyhound, publicly traded during Mr. Lentzsch's tenure, is the only nationwide provider of intercity bus transportation services. Mr. Lentzsch first served as vice chairman and executive vice president of Greyhound from 1987 to 1989, when he and his partners acquired Greyhound in a leveraged buyout. When Mr. Lentzsch returned to the company in 1994, he served as president and chief executive officer until 2003. After completing a consensual restructuring in 1995, Mr. Lentzsch executed a turnaround plan that increased passenger volume and profits 50% and 20%, respectively, for each of six years.

Prior to re-joining Greyhound, Mr. Lentzsch served from 1992 to 1994 as executive vice president and chief financial officer of Phoenix-based Motor Coach Industries International, Inc., the largest manufacturer of intercity coaches and transit buses in North America.

In 1980, Mr. Lentzsch co-founded BusLease, Inc., which became the largest lessor of buses in the United States. He previously served on the compensation and audit committees of publicly traded Hastings Entertainment, a multi-media retailer in small and medium-sized markets in the western United States. Mr. Lentzsch also served as chief financial officer and board member for Storehouse, Inc., an Atlanta-based, privately-held, retail chain selling contemporary furniture, and he co-founded Enginetech, Inc., an importer and distributor of automobile engine parts for the United States aftermarket.

In 2008, Mr. Lentzsch was elected to the board of Dynamex, Inc., a publicly traded provider of same-day delivery and logistics services, where he chaired the audit committee and served on the special committee that negotiated the sale of the company in 2011. From 2006 to 2009 he served by Congressional appointment on the National Surface Transportation Infrastructure Financing Commission. Mr. Lentzsch is on the board of directors of the Intermodal Transportation Institute at the University of Denver, where he teaches transportation systems and transportation finance at the masters level. He has completed five years as the chair of the board of trustees for The Winston School in Dallas, Texas. The Winston School serves children with learning differences in the first through the twelfth grades. Mr. Lentzsch served as an officer in the United States Air Force.

Mr. Lentzsch is an honors graduate of Georgia Institute of Technology with a B.S. in applied mathematics and of the University of Pennsylvania's Wharton School with an M.B.A. concentrating in finance and marketing (top 5%).

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Cheryl Rosner - Operating Partner, Retail & Technology

Cheryl Rosner most recently served as President and Chief Executive Officer of TicketsNow, the world's largest independent online marketplace for premium event tickets. Prior to joining TicketsNow, Ms. Rosner was instrumental in leading both Expedia Corporate Travel and Hotels.com to unprecedented success. While serving as president of Expedia Corporate Travel from 2005 to 2006, Ms. Rosner directed the group to consistent profitability including the successful launch of two new international divisions in Canada and Germany.

Prior to Expedia, Ms. Rosner worked at Hotels.com from 1999 to 2005 in a number of executive capacities prior to becoming president of the company. Ms. Rosner's key accomplishments at Hotels.com include: the successful IPO in 2000, the launch of the company's consumer website in 2002 (leading it to become the 6th most-visited travel site 60 days after launch), creation and development of the company's brand strategy, and award-winning advertising campaigns. In 2004, Ms. Rosner was named one of the "25 Most Influential People in Travel" by Business Travel News.

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Paul Schlosberg - Operating Partner

Paul Schlosberg is Chairman of INCA Group LLC, a private holding company that specializes in facilitating merger and acquisition transactions, developing and executing turnaround and strategic management strategies, and creating and capitalizing corporate entities and public-private partnerships.

Mr. Schlosberg has more than 30 years of experience in strategic business development, financial management, and organization structuring. He enjoyed over 10 years as a member of The NASDAQ Stock Market Listing Qualifications Committee in Washington, D.C. Additionally, he continues to serve actively on public, private, and charitable boards of directors. He holds the associated Audit, Compensation, and Corporate Governance positions on those committees.

In 1982, Mr. Schlosberg joined Bear, Stearns & Co. as an Associate Director and Account Executive, during which time he established a strong portfolio of domestic and international clients. He was subsequently recruited by First Southwest Company to advance and direct the Private Client Services and Asset Management Divisions. At First Southwest, Mr. Schlosberg was recognized for his ability to restructure, scrutinize, and fine-tune balance sheets, income statements, and corporate operations. In 1997, Mr. Schlosberg was asked to serve as President and Chief Operating Officer of First Southwest Company and Chairman and Chief Executive Officer of First Southwest Asset Management, Inc., which concluded in his departure from the firms in mid-2003.

Mr. Schlosberg earned an M.B.A. from Southern Methodist University and a B.B.A. in Finance and Accounting from The University of Texas at Austin. He completed Corporate Board of Directors Executive Education Courses for four consecutive years at Harvard University where he covered Audit, Compensation, and Governance issues facing boards today. He also holds additional professional licenses and designations including a number of FINRA Securities licenses. His is also is a Real Estate Broker in the State of Texas and a Certified Financial Planner.

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Christiana Wyly - Venture Partner, Consumer Products

Christiana Wyly is an environmental advocate who serves as an evangelist for a sustainable future. Christiana's unique perspective as a twenty-something businesswoman has landed her on the cover of Kiplinger's and inside The New York Times, C Magazine, The Dallas Morning News, and The Herald Tribune among others. In addition to contributing regularly to the HuffingtonPost.com's “Green” column, Christiana is a frequent lecturer. Her recent speaking engagements include the Green Inaugural Ball, the Aspen Ideas Festival, the Conscious Capitalism Conference, Hollywood Goes Green in Los Angeles, and the United Nations Climate Change Conference in Bali.

She was a founding partner of Zaadz.com, an online network for people who want to change the world, which was sold to Gaiam, inc. in 2007. Her passion for social technology, global change, and empowering young entrepreneurs globally keep her on the cutting edge of new media and emerging ideas.

Christiana inspired her father, Sam Wyly's, environmental education, leading him to found one of the largest clean-energy companies in the country, Green Mountain Energy. This experience showed her how business can be a powerful force for change. Christiana remains actively involved in the company, and she and her father are in the process of coauthoring a book about its creation, its ongoing mission, and success.

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Patricia Aburdene Garrett Boone Rusty Butler Matt Christensen Joe Colonnetta
Jody Grant John Mackey Terry Mollner Paul H. Ray


Satori's Advisory Board represents a cross section of leaders from private equity, commercial banking, academia, publishing, and the broader sustainable business community. These talented advisors support Satori in a variety of ways, including identifying potential portfolio companies, assisting in the evaluation of those companies and helping to unlock value in those companies once Satori has invested in them.

Patricia Aburdene - Author, "Megatrends" books

Patricia Aburdene is one of the world's leading social forecasters. For 25 years she has been tracking how change impacts business. Through her books, talks and workshops, Ms. Aburdene has helped thousands of organizations and millions of people make the most of social change and transformation.

Co-author of the number one New York Times bestseller Megatrends 2000, Ms. Aburdene's newest book is Megatrends 2010: The Rise of Conscious Capitalism, a blueprint of the social, economic and spiritual trends transforming free enterprise. As the tag line promises, the book describes seven new trends that will transform how you "Live, Work and Invest."

Ms. Aburdene has lectured throughout the U.S., Canada, Europe, South America, Australia and the Pacific Rim. Clients include Adecco, the Professional Coach and Mentor Association, the Management Institute of New Zealand and the Consciousness in Business conference in Santa Fe, N. Mex.

Ms. Aburdene's lifelong career in business journalism began at Forbes in 1978. As a Policy Fellow at Radcliffe College, Cambridge, Mass., from 1993 to 1996, she explored emerging leadership models.

Ms. Aburdene holds a B.A. in philosophy from Newton College of the Sacred Heart (now Boston College), an M.S. in library science from Catholic University and three honorary doctorates. In 1990, she was awarded the Medal of Italy for her interpretation of global trends. Ms. Aburdene lives in Telluride, Colo. and Cambridge, Mass.

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Garrett Boone - Chairman Emeritus, The Container Store

Garrett Boone is Co-Founder and Chairman Emeritus of The Container Store. His commitment to maintaining the company's unique culture has played a vital role in The Container Store being selected by FORTUNE magazine as a "Best Company to Work For" 13 years in a row. In 2006, along with Kip (now CEO) and Sharon Tindell (Chief Merchandising Officer), Mr. Boone was inducted into the Retailing Hall of Fame. In his role as Chairman Emeritus at The Container Store, he attends all new store openings, major celebrations and cultural events as well as conducting 'Selling with Garrett' seminars.

In 2006, Mr. Boone co-founded Texas Business for Clean Air in an effort to derail a fast track initiative to construct 11 coal-burning energy plants in North Texas using out dated air quality controls. Their efforts in promoting 'clean air is good for business in Texas' have been heralded nationally and recently were the subject of a Robert Redford documentary Fighting Goliath: Texas Coal Wars. Texas Business for Clean Air was 2010 recipient of the CATEE Outstanding Nonprofit Organization of the Year. In 2007 Mr. Boone was First runner-up for Texan of the Year awarded by The Dallas Morning News.

Mr. Boone is active on the Boards of Directors of f the YMCA of the USA and the YMCA of Metropolitan Dallas where he recently concluded a successful $28 million capital campaign as chairman. Among others, he is on the Boards of Directors of The Woodall Rogers Park Foundation, Trinity Trust Foundation, Trinity Commons Foundation, The Boone Family Foundation, and TreeHouse, Inc. He is highly involved in the Trinity Paddling Trails and Bird Count Initiatives and is a member of the advisory boards for The Dallas Women's Foundation and Teach for America. He is an advocate for public education and serves on the Dallas ISD Star Commission to share business best practices with DISD.

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Rusty Butler - Former CFO, Bass family investment arm

Rusty Butler brings over three decades of financial management experience. He served as chief financial officer of Handango. Prior to joining Handango, Mr. Butler served as vice president and chief administrative officer of the Fort Worth-based Bass family's primary investment entity where he was responsible for all financial, accounting, and administrative activities. Previously, Butler served as an audit and tax partner at KPMG for 16 years, where he managed IPOs for many of his clients.

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Matt Christensen - Executive Director, EUROSIF (European Sustainable Investment Forum)

Matt Christensen has served as Executive Director of Eurosif since 2002. Eurosif is the premier European think-tank and industry association for sustainable investment with more than 80 Member Affiliates that together represent assets totalling over €1 trillion. Recent activities of Eurosif include its EU Market Study, High Net Worth Individual Sustainability Report, and successful submissions to the EU asking for improved transparency on ESG (environmental/social/governance) issues by companies and funds. Mr. Christensen is a Member of the European Commission Coordination Committee to explore the future of sustainability policy in the EU.

In his personal capacity, Mr. Christensen has recently advised the World Bank, French State Pension Reserve Fund and family offices on their sustainable investment strategies. Mr. Christensen is a frequent speaker at international events on sustainable finance matters regularly meets with financial services institutions as well as the EU, UN and OECD to discuss sustainable strategy approaches and public policy initiatives.

Mr. Christensen was formerly a European Director at The Motley Fool, a leading publisher of information on personal finance and investing. Prior to that, he advised FTSE 100 clients as a strategy consultant with Braxton Associates/Deloitte Consulting. He is a Non-Executive Director to several European investment funds and holds masters degrees from the Wharton School (M.B.A.) and University of Pennsylvania (M.A. - international political economy). In addition to English as his native language, Mr. Christensen is comfortable in Spanish and French.

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Joe Colonnetta - Managing Partner, HM Capital

Joe Colonnetta is a partner at HM Capital Partners, a Dallas-based private equity firm with $12 billion invested across the media, energy, consumer and industrial sectors throughout North and South America and Europe. Mr. Colonnetta's responsibilities include managing the firm's investments by serving as the Lead Director or overseeing the senior management of energy and consumer portfolio companies to ensure the successful execution of the business plan, staging for a range of exit opportunities and managing the final exit. He serves as Chairman of the Board of BlackBrush Energy and Texstar Field Services. He also serves on the Board of Regency Energy and Swift & Company.

Prior to joining HM Capital Partners, Mr. Colonnetta founded and was the chief executive officer of Resource Management Partners (RMP), a management partner to institutional and private equity firms in dealing with their portfolio companies. His responsibilities included serving as interim Vice Chairman, CEO, COO or CFO to help redirect and reposition portfolio companies. Prior to RMP, he was the chief financing officer of TRC, Inc., a $1 billion restaurant and food company. A graduate of the University of Houston in finance, Mr. Colonnetta speaks on corporate performance, turnaround management and corporate governance at Harvard Business School, UCLA's Anderson School, American Institute of Bankruptcy, Turnaround Management Association, YEO and CEO forums. He is also an active member of the National Association of Corporate Directors. After living throughout the U.S. and Mexico on multiple assignments, Mr. Colonnetta and his family settled in Dallas in 1996.

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Jody Grant - Founder & Chairman, Texas Capital Bank; CFO, EDS

Mr. Grant is the outgoing chairman and CEO of Texas Capital Bancshares, a $4.3 billion bank holding company that he founded in 1998. Mr. Grant will assume the role of chairman emeritus and remain a member of the board of directors of Texas Capital.

Except for his role as EVP, CFO, and member of the Board of Directors of EDS Corporation from 1990 to 1998, (where he co-led the company's successful spin-off from its parent General Motors), Mr. Grant has spent the preponderance of his career in commercial banking. He was formerly chairman and CEO of Texas American Bancshares, at the time one of the largest bank holding companies in Texas. While senior vice president and economist of Texas Commerce Bank Houston, he led the effort that formed Texas Commerce Bancshares, which is now part of J.P. Morgan Chase Bank. He was the architect of the bank's expansion strategy and a key member of the team that made the company's first 35 acquisitions. A native of San Antonio, Tex., Grant began his banking career at Citibank in New York City. He is the author of two acclaimed books on the banking industry.

Mr. Grant has an undergraduate degree from Southern Methodist University where he was an All-American swimmer, and he received his doctorate and masters degrees from the University of Texas.

In 2001, Mr. Grant received the American Banker "Community Banker of the Year" award. He is a current member of World Presidents Organization and Chief Executive Organization, and a former international president of Young Presidents Organization. He currently serves on the boards of Woodall Rodgers Park Foundation, MD Anderson, Communities Foundation of Texas, Dallas Citizens Council, KERA and Dallas County Community College Foundation.

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John Mackey - Founder & CEO, Whole Foods Market

John Mackey is co-founder and chief executive officer of Whole Foods Market, Inc., based in Austin, Tex. He is widely credited with helping fuel the rise of organic and natural food in the United States.

Mr. Mackey found his passion for organic foods in an unusual manner. In his early 20s, he joined a vegetarian cooperative even though he wasn't vegetarian. He thought living in a co-op would be a great way to meet women. And he was right. He met his girlfriend and eventual business partner Renee Lawson, and he also experienced what he called a "food awakening." In 1978, that epiphany led him and Lawson to open a natural foods grocery store called Safer Way, a counterculture alternative to conventional grocery chain Safeway. Mr. Mackey didn't have an M.B.A., but he claims to have gotten the perfect education for launching a retail store by studying philosophy. Safer Way struggled during its first two years, and he and Lawson eventually teamed up with two competitors to form Whole Foods Market, Inc.

Mr. Mackey attributes the success of Whole Foods to his application of libertarian philosophies and free-market principles. He says he runs the company "with a conscience." Whole Foods is considered the first major grocery chain to adopt humane treatment standards for animals. Mr. Mackey says he gets "a sense of deep meaning and purpose" by helping others improve their quality of life with natural food.

Prior to launching Safer Way, Mr. Mackey tried his hand at being a college student. He attended two universities, but dropped out six times. Still, he says he notched 130 credit hours in electives, mostly in religion and philosophy.

Today, Mr. Mackey lives on a 720-acre ranch west of Austin with his wife, Deborah. They practice yoga and meditation. Mr. Mackey has two books in the works: "The Whole Story," which talks about the company's birth and his business philosophies, and "The FLOW Papers," a collection of essays about a nonprofit organization he co-founded in 2003.

Mr. Mackey loves to read, debate politics, and engage fans and critics on his blog.

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Terry Mollner - Operating Partner, Financial Services

Terry Mollner is one of the pioneers of socially responsible investing as a new asset class in the professional investment community. He is a founder and member of the board of the Calvert Family of Socially Responsible Investment Funds, the largest such family of funds with over $7 billion under management. Dr. Mollner is also the Founder and President of Trusteeship Institute, Inc., a think tank and consulting firm in economic and social development. In existence since 1973, its current focus is on the development of "common good corporations." These are business corporations where the highest priority is the common good of humanity and nature.

Dr. Mollner was a key driver in the sale of Ben & Jerry's Homemade, Inc. He helped prevent the company from being bought by Nestle and eventually facilitated the company being bought by Unilever, his minority partner in the earlier negotiations. Unilever, a very socially responsible multinational, agreed to keep the board of directors in perpetuity by contract and all the social agreements agreed to in the previous negotiations. He now sits on that board, which has primary responsibility for the social mission and brand integrity of Ben & Jerry's.

Dr. Mollner is the author of several books and numerous articles.

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Paul H. Ray - Leading author, sociologist

Paul H. Ray is a renowned author, consultant and sociologist. Much of his work has focused on Cultural Creatives, a term coined by Dr. Ray to describe people whose values embrace a curiosity and concern for the world, its ecosystem, and its peoples; an awareness of and activism for peace and social justice; and an openness to self-actualization through spirituality, psychotherapy, and holistic practices.

Dr. Ray is a founding partner of Integral Partnerships, LLC, designed to help those organizations whose constituencies or customers are Cultural Creatives to be more successful, by aligning their internal activities and values with the values and needs of their constituencies or customers. Dr. Ray has surveyed and classified well over 100,000 Americans in the past thirteen years, showing how the subcultures of values permeate all aspects of American life. During the time of the research reported in the book, he was Executive Vice President of American LIVES, Inc., a market research and opinion polling firm specializing in surveys and focus groups based on the Lifestyles, Interests, Values, Expectations and Symbols of Americans. The research projects that led to discovery of the Cultural Creatives include studies of the effects of values on consumer choices and preferences of Americans in housing, cars, food, recreation, vacation travel, finances, health, political causes (e.g., environment), media use, and altruism; and he also leads studies of innovation by consumers and business. He still consults with American LIVES on research.

Over the past 30 years, Dr. Ray has headed research on more than 100 major research and consulting projects, and written reports on them all. Major sponsors and clients include Del Webb Corporation; Energy, Mines and Resources, Government of Canada; Environmental Protection Agency; Fetzer Institute; Gaiam, Inc.; General Motors; Hewlett-Packard; Institute of Noetic Sciences; Kaufman and Broad; Nissan North America; NYNEX; Pacific Homes Retirement Communities; Pulte Homebuilding; Rayco; Readers Digest; SRI International; Sundance; The City of Detroit; The City of Newport Beach; The City of Palm Springs; The Fieldstone Company; The National Science Foundation; The Nevele Hotel; The New York Times; The Province of Ontario; The State of Michigan; Urban Land Institute; US Tennis Association.

Earlier in his career, Dr. Ray was chief of policy research on energy conservation, Department of Energy, Mines and Resources of the Government of Canada. He was previously Associate Professor of Urban Planning and a Faculty Associate of the Institute for Social Research, at the University of Michigan, Ann Arbor, Michigan.

Dr. Ray received a B.A. cum laude in anthropology from Yale University, and a Ph.D. in sociology from the University of Michigan.

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