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Tim Barnard


									                                2008 Conservation Finance Camp
                                          Presenter Biographies

William W. Abberger, AICP
  Will is Director of the Trust for Public Land’s national Conservation Vision Program, helping
communities develop a common vision for taking action to expand park systems or protect open
space. He also serves as Associate Director of TPL national Conservation Finance Program,
helping state and local governments and citizen groups throughout the eastern United States
gauge public support for open space and craft ballot measures that generate new sources of
funding for land conservation. Will led TPL’s efforts to secure legislative approval in 1999 of the
Florida Forever Act, the nation’s largest state conservation land acquisition program. He has
been directly involved in more than forty local and state land conservation ballot measures. In his
fifteen years with the Trust for Public Land, Will’s responsibilities have also included directing
Florida Programs for the Florida Office, directing the Conservation Services program for TPL’s
nine-state Southeast Region, and directing TPL's Southeast Land Trust program.
  Before coming to the Trust for Public Land, he served as Associate with World Wildlife Fund’s
Successful Communities Program in Washington, D.C.; Field Representative for the Successful
Communities Program in Florida, in partnership with 1000 Friends of Florida; and Senior Cabinet
Aide for environmental affairs in the Florida Treasurer's office. He is also a former employee of
the natural resources unit of the Florida Governor's Office of Planning and Budgeting.
  Will received a Master's degree in Urban and Environmental Planning from the University of
Virginia, School of Architecture, where he worked for the University's Institute for
Environmental Negotiation, and a B.A. in English from Davidson College.

Katherine P. Birnie
 Katherine will join Maine Coast Heritage Trust (MCHT) as Conservation Innovation Program
Manager in September. For this new initiative, Katherine will research emerging techniques and
develop and implement new models, partnerships, and approaches to further MCHT’s land
conservation goals and promote creativity and innovation in the land trust’s work. Formerly,
Katherine was a Project Manager at Peninsula Open Space Trust (POST) where she negotiated
fee and easement acquisitions and conservation dispositions on the San Mateo County Coast,
California. At the Tuck School of Business (from where she just graduated), Katherine was co-
chair of Tuck Student Consulting Services and wrote a business plan for The Wilderness Society
for a double bottom line investment fund in northern New England forestland. Katherine has also
held positions with the Tri-Valley Conservancy, The Nature Conservancy, and the Appalachian
Mountain Club. She is on the Board of the Williams Social Choice Fund. In her free time,
Katherine can be found exploring places out of a backpack by foot or ski. She holds an
undergraduate degree in Biology and Environmental Studies cum laude from Williams College
and an MBA from the Tuck School of Business at Dartmouth.

Story Clark
Story Clark is a consultant and instructor specializing in land conservation strategy and finance,
advising conservation organizations and foundations in the Rocky Mountain Region and
nationally. She has worked on land conservation and land use planning issues for 30 years for the
Jackson Hole Land Trust, as founding executive director of the Jackson Hole Conservation
Alliance, and as a planner for Teton County. Her consulting clients have included the Green
River Land Trust, Doris Duke Charitable Foundation, the Gordon and Betty Moore Foundation.
She is a recipient of the National Park Foundation’s Citizen Leadership medal for continued
leadership in the preservation and protection of America’s scenic and historic heritage. Ms.
Clark’s current board service includes: Conservation International and the American
Conservation Association. She is on the advisory board of the Wyoming Stock Growers
Agricultural Land Trust, and the Open Space Committee of the Ruckelshaus Institute at the
University of Wyoming. Formerly, she served on the boards of the Land Trust Alliance, the
Tuckernuck Land Trust and the Board of Visitors for Nicholas School of the Environment and
Earth Sciences at Duke University. She is a frequent instructor and speaker on conservation
finance. Her book, “A Field Guide To Conservation Finance,” published by Island Press, was
released in 2007. Ms. Clark lives with her husband, Bill Resor, and two daughters on their family
cattle ranch in Jackson Hole, Wyoming.

Patrick Coady
 Pat Coady is Managing Director of an investment bank with offices in New York and
Washington, DC. The firm raises private equity for companies and assists with mergers and
acquisitions. A significant focus is on projects in the renewable energy domain, clean
tech/energy efficiency as well as other environmental projects. From 1993-2003, he specialized
in international project work for a number of major corporations in the energy and transportation
area. Other work has included assignments as Chief Financial Officer. Between 1989 and 1993,
Pat was U.S. Executive Director of the World Bank. Since 1993, Coady has been a senior fellow
at Conservation International, where he has served on the Investment Committee of the
Conservation International biodiversity investment fund Verde Ventures. In 1994, Coady co-
founded the Northern Virginia Conservation Trust, a land trust supported through a unique
public/private partnership with the counties of Fairfax and Arlington in the Washington, D.C.,
suburbs. Since 2002 Pat has devoted substantial personal time to promoting innovation in
conservation finance of which the book Walden to Wall Street and a related workshop of experts
in New York are tangible products of this effort. Pat is a graduate of Massachusetts Institute of
Technology and the Harvard Business School.

Nick Dilks
Education: MBA, RH Smith School of Business, University of MD. BA, Environmental Science
& Policy, Duke University. The mission of Ecosystem Investment Partners (EIP) is to align
private capital with environmental goals and demonstrate outstanding results from investment in
priority conservation properties and the rapidly emerging ecosystem services market. As one of
three partners, Nick leads EIP’s investment strategy to acquire, restore and sustainably manage
large properties that have the potential for generating significant cash flow from the utilization of
market-based and incentive programs associated with ecosystem services. Prior to establishing
EIP, Nick spent 10 years working on real estate transactions nationwide at The Conservation
Fund. Beginning in 2002, he served as TCF’s Vice President for Real Estate. During that time,
TCF conserved over 2,000,000 acres worth over $1 billion nationwide.
Bradford Gentry
Brad is the Director of the Program on Strategies for the Future of Conservation, Director of the
Center for Business and the Environment, as well as a Senior Lecturer and Research Scholar at
the Yale School of Forestry and Environmental Studies. Trained as a biologist and a lawyer, his
work focuses on strengthening the links between private investment and improved environmental
performance. He is also of counsel to the international law firm of Baker & McKenzie, an
advisor to GE’s office of corporate environmental programs, and a member of the advisory
boards of Climate Change Capital (London), Four Winds Capital Management (London), Suez
Environment (Paris) and the Trust for Public Land (Connecticut), as well as the governing board
of the Cary Institute of Ecosystem Studies in New York. His teaching includes multi-disciplinary
courses on the emerging markets for ecosystem services, as well as legal, financial and
managerial strategies for land conservation.

Peter Howell
 Mr. Howell serves as the Director of Conservation Finance at the Open Space Institute, a land
conservation organization based in New York. He is currently on the Board of Directors of the
LaSalle Adams Fund and has over a decade of experience in environmental philanthropy. As the
program director for the environment at the Doris Duke Charitable Foundation, he oversaw the
distribution of almost $100 million for land conservation in the United States. He also worked as
a program officer at the Wallace Funds, directing an $18 million national initiative focused on
creating and improving urban parks. A former award-winning newspaper reporter, he was the
Associate Director of Public Affairs and Development at SOBRO, an economic development
corporation in the South Bronx, and the Assistance Business Manager at Time Magazine. Mr.
Howell has a bachelor’s degree in political science and comparative literature from Wesleyan
University and an MBA from the University of Pennsylvania.

Daniel Patrick O’Connell
  Daniel Patrick (“Pat”) O’Connell is founder and president of Evergreen Capital Advisors, Inc., a
Princeton, New Jersey-based financial advisory firm. He specializes in assisting local
governments and non-profit corporations in raising capital, with a particular area of expertise in
financing for farmland and open space preservation. Prior to his current post, he was associated
with several investment banking firms, including the New York Stock Exchange member firm of
Butcher & Singer Inc. in Philadelphia, where he was a member of the board of directors and
managed the public finance group, and the Wall Street-based firm of Goldman, Sachs & Co.
  During his 30-year investment banking career, Mr. O’Connell has been responsible for over $10
billion of financing for public projects. His firm serves as financial advisor to the Garden State
Preservation Trust, the state agency in New Jersey that has dedicated over $2 billion since 1998
for farmland and open space preservation, and the Maryland Agricultural Land Preservation
Foundation, the agency within the Maryland Department of Agriculture that funds statewide
farmland preservation. Since assuming responsibility as financial advisor to Howard County,
Maryland in 1988, Mr. O’Connell has completed $2.3 billion of capital financing assignments for
that county. Mr. O’Connell was successful in obtaining upgraded ratings of triple-A for Howard
County from all three rating agencies, and has served four different county executives.
  The Government Finance Officers Association gave its Award for Excellence in Financial
Management to a securitizable installment-purchase agricultural land preservation financing
program that Mr. O’Connell developed for Howard County; since 1989, this program has
purchased agricultural conservation easements on 89 farms totaling 9,600 acres. Mr. O’Connell
has implemented similar installment-purchase programs in Burlington, Mercer and Monmouth
counties, New Jersey, the cities of Virginia Beach and Chesapeake, Virginia; Anne Arundel
County, Maryland; and for Departments of Agriculture in Pennsylvania, Maryland and Delaware.
  Mr. O’Connell’s community activities included serving as a member of Mercer County Open
Space Preservation Board and the Princeton Sewer Operating Committee, the joint municipal
entity that operates 125 miles of sanitary sewer mains in Princeton borough and township. He
serves on the Board of Trustees of the D&R Greenway Land Trust, central New Jersey leading
land conservation organization, and on the National Leadership Council of the Trust for Public
Land. Mr. O’Connell served as a trustee of Children’s Seashore House, a 77-bed pediatric
rehabilitation hospital and clinic in Philadelphia and Atlantic City, and as an adjunct professor of
Finance at Stockton State College in Pomona.
  Mr. O’Connell earned his A.B. degree in Economics from Princeton University in 1974,
graduating in three years. He received his M.B.A. degree from the Colgate Darden Graduate
School of Business Administration at the University of Virginia in 1976. Mr. O’Connell and his
wife, a commercial airline pilot, live in Princeton Borough and have two children, an 11-year-old
son and an 8-year-old daughter.

Mark Shaffer
Dr. Shaffer joined the Doris Duke Charitable Foundation in January 2004 as Program Director for
the Environment.
  Mark Shaffer is a recognized leader in biodiversity conservation with extensive experience in
population viability analysis, conservation biology and resource economics. As Senior Vice
President of Programs for Defenders of Wildlife, he provided direction, oversight, and
administration of the organization’s species, habitat, and legal work, while managing a regional
staff in eight states. Prior to his work with Defenders of Wildlife, Mark worked with three other
major conservation organizations: The Nature Conservancy, The Wilderness Society, and the US
Fish and Wildlife Service.
  Mark received a Bachelor of Science degree from Indiana University of Pennsylvania, and his
PhD from Duke University School of Forestry and Environmental Studies. His doctoral research
on grizzly bears helped to pioneer population viability analysis in conservation biology. Mark
has also served as a consultant for federal and state agencies on various endangered species

Deborah Spalding
To be provided

Peter Stein
 Mr. Stein is a General Partner at The Lyme Timber Company, a timberland investment
management organization based in Hanover, New Hampshire and is responsible for the design
and management of large scale forestland purchases in cooperation with regional and national
land conservation organizations. These investments are made through the Lyme Northern Forest
Fund L.P. and The Lyme Forest Fund, L.P. that currently own more than 500,000 acres in Maine,
New Hampshire, Pennsylvania, Massachusetts and New York. Lyme received the New York
State Department of Environmental Conservation 2006 Environmental Excellence Award for the
innovative partnership with The Nature Conservancy to protect and balance the environmental
and land-use interests of multiple stakeholders in the 105,000 acre Domtar lands acquisition in
 In addition, Mr. Stein manages LTC Conservation Advisory Services, Lyme’s consulting
business, which assists individual, corporate and family landowners in the design and
implementation of conservation land transactions and provides land conservation grant-making
design and implementation support to the Doris Duke Charitable Foundation and a few family
foundations. Prior to joining the Company in 1990, he was Senior Vice-President of the Trust for
Public Land where he directed their conservation real estate acquisition activities in the Northeast
and Midwest. Current Board memberships include Island Press and Hubbard Brook Research
Foundation. In addition, he is a Commissioner of the newly created Land Trust Accreditation
Commission. Mr. Stein received a B.A., with highest honors, from the University of California at
Santa Cruz, 1975 and a Loeb Fellowship in Advanced Environmental Studies, Harvard
University, 1981. Mr. Stein lives in Norwich, VT and is married to Lisa Cashdan, a senior
philanthropic advisor with the Vermont Community Foundation. They have two children, Ali and
Willy plus two Golden Retrievers, Otis and Kodiak.

Steve Weems
 Steve Weems is Executive Investment Officer of CEI Capital Management LLC (CCML), a for-
profit investment management subsidiary of Coastal Enterprises, Inc. (CEI) which he founded in
mid-2003. CCML operates the New Markets Tax Credit (NMTC) program for its parent CEI. At
CCML Weems has closed almost $250 million of NMTC transactions over the past five years,
with major “triple bottom-line benefits,” encompassing economic progress, social equity, and
environmental protection. Coastal Enterprises, Inc. is a national community development
corporation with a mission to help create economically and environmentally healthy communities
in which all people, especially those with low incomes, can reach their full potential. Its primary
focus is rural America with a core service area in New England and upstate New York. Weems
also is a Senior Vice President of CEI, based in Wiscasset, Maine.
 Weems has pursued a cross-pollinated career in the private, public, and non-profit sectors
including senior positions in: small business ownership/management (at organic materials
recycling and commercial modular space companies); consulting (at three business and economic
development consulting entities); commercial banking (at a subsidiary of the Bank of Boston);
corporate acquisitions and large-scale project development (at Browning-Ferris Industries);
venture capital (as a founder of Maine’s first institutional source of venture capital, Maine
Capital Corporation); economic development and development finance (in his current position as
Managing Director of CEI Capital Management, as a founder of the Maine Development
Foundation, a legislatively-created statewide development corporation, and with Maine state
government); and environmental protection (at the Connecticut Department of Environmental
Protection). Weems has a BSME degree from Bucknell University, an MBA from Harvard
Business School, and served as a Captain in the U.S. Army. He is a past elected official (at the
municipal level), and an amateur juggler. He has lived in Maine since 1975.


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