Meet the Helios Capital Ventures Team
For more than two decades, Terry has worked and studied at the intersection of business and the environment. His focus areas have included forestry, mining, renewable energy and sustainable business practices writ large at both the Timberland Company and 1% for the Planet. As Director of Environmental Stewardship at Timberland, Terry reduced the company’s carbon footprint, adopted widespread use of water-based adhesives, and launched programs in green building and organic cotton. He also created systems for rating and managing the impact of materials, products and suppliers, initiatives that placed Timberland at the forefront of the field. As CEO of Patagonia’s 1% for the Planet, Terry grew the organization from a concept with 92 members to a global network with 1400 companies in 44 nations that funneled in excess of $100MM USD to environmental causes. At Helios, Terry is intent on finding opportunities that will reshape industries, sustain planetary health, and offer outsized returns to investors.
Terry was born in and feels fortunate to call Vermont home although he’s lived nearly half his life overseas and out of state. He has a BA in Economics from Middlebury College and an MBA and a Master of Environmental Management from Yale University. He serves on the Board of the Green Mountain Valley School and the Advisory Board of the Trust for Public Land. Terry is attached to all kinds of sports that mix endurance and adrenaline from back-country skiing to windsurfing.
Tim began his career in global investment banking at Wasserstein Perella in New York & Hong Kong then joined San Francisco-based SPO Partners in Bangkok to lead their Asian investment strategy. Tim then joined Deutsche Bank as a Director in their Global Credit Products group sourcing distressed Asian Asset sales which led to a position as the Head of International Corporate Banking at Shinsei Bank in Tokyo. After Shinsei’s IPO, Tim established an Asset-backed lending platform with Bear Stearns in Tokyo from 2005-2011 where in excess of $3B was funded. The JV as a success right up until Bear became extinct.
In 2011, Tim and Family moved to Phuket Thailand, where he established The Kirkwood Family Office which focuses on investments related to his Pennsylvania Family’s holdings in Oil & Gas, Hospitality and Golf. After two very enjoyable years in Phuket, Tim moved to Aspen where he established his own family office, Shawnee Western LLC, to make investments in early-stage companies across multiple industries including Women’s swimwear, Insurance, Solar Tec and intra-day trading.
In 2016, Tim and Terry, having discovered many areas of mutual interests, started investing their own capital together and subsequently formed Helios Capital Ventures to fully capitalize on their unique resources and relationships. At Helios, Tim pays close attention to sourcing and structuring deals with a high likelihood of returning multiples to our investors and identifying investors who bring expertise to the mix.
Tim was born in Thailand, was educated at Marlborough College in England, Kyoto University in Japan and then at UT Austin, Texas. Tim currently resides in England with his wife, Julie, close to where his 5 children are in school. Tim is a member of YPO; formerly the Membership Officer for the Aspen Chapter and currently trying to talk his way into YPO London.
Dr. Sam Kogan
Dr. Kogan has more than 35 years of experience in research & development and innovation. He has also spent many years on both the investment and start-up side of venture capital. Kogan has been a strategic adviser to a number of VC and PE funds, including Northwater Capital, Launch Capital, GEN3 Capital, Lakebridge Capital, and Elliott Group. Dr. Kogan has played instrumental roles in starting a number of companies including publicly traded Airgain, Inc.
Dr. Kogan has extensive experience in the field of biomedical devices, healthcare, and pharmaceutical development for both humans and animals with a focus on treatments and products, including CPG, OTC, and prescription drugs. As CEO of the technology development and consulting firm Gen5 Group, Dr. Kogan led the company’s work with Baxter, Novartis, GSK, Alcon, GE Healthcare, Becton Dickinson, Boston Scientific, Dentsply,
Boehringer-Ingelheim, Colgate, Terumo, and Toshiba Tech. He also led the company’s independent development of non-invasive blood sugar measurement, platelet preservation technology, heatstroke detection, and earlier heart failure detection solutions.
Dr. Kogan is a recognized thought leader in the areas of innovation, material science, sustainability, and intellectual properties. He frequently speaks at conferences around the world and gives regular lectures at Harvard Business School, Stern Business School at NYU, and Fuqua Business School at Duke University. He is the author of over 20 patents and 70 published articles.
Dr. Kogan has a Ph.D. in Material Science from the Institute of Macromolecular Science, Leningrad, Russia, and an M.S., cum laude, in Applied Physics from Polytechnic University in Leningrad, Russia. He is a Black Belt Six-Sigma Specialist.
Peter Yolles is a water industry veteran with over 25 years of experience as a successful operator, innovator, and advisor. As founder and CEO of WaterSmart Software, Peter built the first software-as-a-service platform serving water utilities with a data analytics and customer engagement platform. Today, WaterSmart serves over 150 water utilities in the US and Canada and he continues to serve on its board of directors. Yolles is sought as an advisor to entrepreneurs and acts as a competition judge and mentor to companies in his longstanding relationship with Imagine H2O, the leading water tech accelerator, which awarded WaterSmart its first-ever annual prize in 2010.
Most recently, Peter researched and authored an in-depth investment assessment of the wastewater industry as a consultant to the CREO Syndicate, a non-profit network of family offices that seeks to invest in cleantech and renewable energy opportunities. Yolles assessed the globally distributed wastewater treatment and water reuse market, made recommendations for investment strategies and identified potential investment targets. His research included interviews with dozens of leading entrepreneurs, investors and technical experts across the globe. The investment thesis is publicly available at CREO Syndicate’s website and via Peter’s LinkedIn profile.
Yolles has worked across the private, non-profit and government sectors. He was an innovator in California’s agricultural irrigation and water rights market. While at Western Water Company, he negotiated and closed the first-ever water marketing transactions by a third party between agricultural water districts and urban water utilities in California. He oversaw the water transfer regulatory approval process by state and federal agencies. At GE Capital, he analyzed investment strategies into the municipal water market and assisted in the development of GE’s timber investment strategy.
Yolles has deep knowledge of the intersection between water and agriculture. He evaluated agricultural water efficiency and conservation technologies. He led a study of irrigation technologies that included soil moisture sensors and other precision irrigation technologies.
Yolles is a leader in designing innovative sustainable water management strategies. He designed and implemented restoration strategies for California’s major river basins including the Sacramento, San Joaquin, and Klamath Rivers for The Nature Conservancy. He has spoken at dozens of industry conferences. He has lectured at Yale, UCSB Bren School of the Environment, and at Stanford Graduate School of Business. He serves on the board of WaterNow Alliance and advises elected leaders on water innovation. Yolles holds an MBA in finance and a Master’s in water management, science, and policy from Yale University. He earned a BA in political science from the University of Colorado, Boulder. Peter lives in the San Francisco Bay Area.
Reid started his career as an analyst in the J.P. Morgan Private Bank’s Ultra High Net Worth group in Los Angeles.
Reid then joined the Global Investment Banking division of RBC Capital Markets in New York, where he focused on mergers and acquisitions as well as equity and debt financings within the technology and business services sectors.
After RBC, Reid was an investor at Flexis Capital, a private equity firm that seeks investments in media, communications and business services across North America and Europe. In 2019, he moved to England in order to pursue an MBA at London Business School.
Reid was born in Michigan and received a BBA from the University of Michigan’s Ross School of Business with a concentration in Finance. He is a member of the Ambassador Council at the International Crisis Group, a leading independent organization committed to preventing and resolving deadly conflict.
Jamie started her career in commercial printing, and once worked in a large multi-story newspaper pressroom where she actually got to yell “Stop the presses!” when word came down from the editors that a major world leader had passed away at press time.
After receiving a Paralegal degree she worked for some of the largest law firms in Minneapolis, Minnesota, and then got her Bachelor’s Degree in Ancient History and Fiction Writing for fun. She finally decided she was done with the winters of the frozen north and made the move to sunny Clearwater, Florida, where she loves watching sunsets on the Gulf of Mexico while helping to keep Helios running smoothly.