Founder and Managing Partner
Tim is the Founder of and Managing Partner of AlphaMundi Group since 2008, and based in Geneva, Switzerland. He is also Chairman of the Board of AlphaMundi’s SocialAlpha Investment Fund (SAIF) in Luxembourg, the Treasurer of AlphaMundi Foundation in Washington DC, and Chairman of the Investment Committee of the AlphaJiri Fund in Mauritius. Tim previously worked at UBS Wealth Management where he became a founding member of UBS Philanthropy Services for UHNWI clients. He also spent time in Bolivia, assessing microfinance programs on behalf of the Swiss Development Agency, and with WWF International as an advisor on major donors. Tim holds a Degree in Political Science from the University of Geneva and a Private Banking Diploma from UBS, and is fluent in French, English and Spanish.
Lisa Scheible Willems
Lisa Willems is a Managing Director at AlphaMundi and based Washington DC. She joined the company in 2013 as Director for African Investments. Following a move from Switzerland to the US in 2015, she started and currently manages the Group’s US operations. She created and presides the AlphaMundi Foundation in 2016 in Washington DC, and secured the initial funding from USAID. She also sits on the Investment Committee for SAIF-Bastion. Beyond her AlphaMundi activities, Lisa sits on the investment committee of Illumen Capital, a private equity impact fund-of-funds launched in 2018, and she teaches impact investing as an adjunct professor at American University. Prior to AlphaMundi, Lisa was Director of Investments at the Henry J. Kaiser Family Foundation where she was a member of a three-person team responsible for overseeing all aspects of management of the USD 600M endowment and played an integral role in building a new investment process. In the impact investing space Lisa has worked with the Overseas Private Investment Corporation, an emerging market fund of funds sponsored by the US Government and Grassroots Business Fund, an impact investment fund in Washington, DC. Beyond her investing experience she spent four years working as a management consultant in New York predominantly at Oliver Wyman. She holds BAs in Economics and Public Policy from Duke University and an MBA from Stanford University’s Graduate School of Business.
Marlene (Carvajal) Hormes, CFA, is a Managing Director at AlphaMundi based in Nairobi, Kenya. Marlene is an investment professional with 20 years of experience who joined us from DEG, Europe’s largest development finance institution, where as Vice President she led teams of professionals throughout the various stages of investing - from sourcing deals to due diligence, structuring and legal documentation to asset management - for a multi-sector private-equity and mezzanine portfolio totaling USD 180M. She held additional roles at DEG in the areas of debt restructuring, infrastructure investments, and impact investment targeting early-stage social enterprises. Her regional experience spans both Africa and Latin America. For the last 5 years, Marlene has been an Investment Committee member for Alphamundi’s SocialAlpha Investment Fund (SAIF). She has also been an Investment Committee member for Alphamundi’s AlphaJiri Fund since inception in December 2019. She has served as a member of the Board of Directors of both public and private companies in the education, real estate, and infrastructure sectors, and as an Advisory Board member to a number of private equity and mezzanine funds in developing markets. Before joining DEG, Marlene was a Vice President at Goldman Sachs & Co. in New York, responsible for over USD 5B of investments in bonds, derivatives, and stocks, primarily in the US telecom and media sectors. She has a B.A. in Economics from Boston College and earned the Chartered Financial Analyst Designation in 2005. Marlene speaks English, Spanish and German fluently.
Christine is the Executive Director for the AlphaMundi Foundation, based in Washington, D.C., USA. Previously, she was an internal strategy consultant with the United Nations Foundation (UNF), where she co-led an organization-wide systems and business processes review and developed recommendations to improve operational efficiencies. In her role, she also led the compliance, procurement, finance and operational start-up for new initiatives hosted at the Foundation. Prior to joining UNF, Christine worked as a Program Manager at ACDI/VOCA, where she oversaw a $48 million portfolio of agriculture supply chain development programs. She has relevant experience in Mali, Kenya, Mozambique, Ethiopia, Tanzania, Peru, and Jamaica. Christine holds a BA in International Relations from the College of William and Mary and an MBA from Georgetown University’s McDonough School of Business. She speaks English, Spanish and conversational Arabic.
David is a Director at AlphaMundi based in Nairobi, Kenya. He joined the company in 2014 to start the Nairobi office and work on the investment process. He heads the team in Nairobi and responsible for partnerships, pipeline development and portfolio management. He previously worked at Abraaj Group as an Associate, where he was instrumental in the implementation of a Fund Accounting and Portfolio Management ERP, and also worked in the investment department as a portfolio analyst. Prior to joining Abraaj, he was working in a corporate finance firm focusing on small and medium enterprises. David holds a Bachelor of Education in Economics and Mathematics from Moi University and is a Certified Public Accountant of Kenya (CPA) from Strathmore University. He is currently pursuing an MBA in Finance and Strategic Management from the United States International University - Africa (USIU) and has passed Level I of the Chartered Financial Analyst (CFA) Program.
Judith Santbergen is a Manager at AlphaMundi, based in Nairobi, Kenya. Judith has over 13 years of experience in commercial banking, corporate finance, restructuring, and impact investing. Before joining AlphaMundi in April 2019, she has worked as a senior investment officer in the Africa team of Triodos, a leading impact investor. She was responsible for sourcing debt and equity investments in inclusive finance, renewable energy and sustainable food and agri in the region. Prior to that she worked in various roles for Rabobank, one of the leading Dutch banks with a strong focus on agri and SMEs. Judith holds a MA in Social Sciences and MSc in Business Administration from the Vrije Universiteit in Amsterdam.
William is a Senior Manager at AlphaMundi Kenya. William has over 9 years of experience in investment banking, impact investing, corporate finance and as an operator in an early stage business. He started off his career in one of the leading Kenyan investment banks (Faida Investment Bank) as a Senior Investment Analyst conducting macro-economic, sector and company-specific research in addition to spearheading corporate finance assignments such as rights issues and bond conversions. William first joined AlphaMundi in 2015 as part of the Sub-Sahara Africa team to lead the growth of the portfolio in the agribusiness, renewable energy and fin-tech sectors before moving to gain operational experience as Director of Finance & Legal at Moringa School. At Moringa, William led the company's first institutional seed round and laid the foundation for strategic growth. He holds a degree in International Business Administration - Finance concentration from United States International University and has has passed Level I of the Chartered Financial Analyst (CFA) program.
Dianah Irungu is an Associate at AlphaMundi, based in Nairobi, Kenya. Dianah previously worked in two of the leading Kenyan investment banks (NIC Investment Bank and Faida Investment Bank) for two years as a research analyst. She conducted regional macro-economic, market and company-specific analysis assignments in her role. She published numerous reports on East African economies and companies in addition to financial modelling and valuation assignments. Key sectors covered under her research analyst role included the financial and insurance sectors. Dianah also gained experience in corporate finance and advisory having worked on projects that involved corporate restructuring and transaction advisory for client companies. Key corporate finance duties included thorough financial due diligence, ensuring adequate governance and compliance structures and investments for clients. Dianah speaks fluent English and Kiswahili and holds a Bachelor of Commerce degree in Finance from the University of Western Australia, in addition to Master of Science degree in Banking and Finance from Università Cattolica del Sacro Cuore in Italy.
Jimena Quiroz, CFA, is a Senior Associate at AlphaMundi in Bogota, Colombia. Jimena has over 4 years of corporate credit risk and global markets experience, and close to 4 years of experience in the Private Equity and Venture Capital Sectors. Prior to joining AlphaMundi, Jimena completed a voluntary program as an Investment Associate with Accion International´s Venture Lab, where she provided support to the fund´s deal activity in Latin America in innovative fintech startups promoting financial inclusion. Before that, Jimena worked as an associate at the Private Equity Unit of Mercantil Colpatria, one of Colombia´s biggest financial groups, contributing to buyout due-diligence processes. Jimena also worked for over 4 years at Bank of America Merrill Lynch Mexico, first as a corporate credit analyst and then as a corporate sales senior analyst. Jimena holds a Bachelor of Commerce degree from McGill University in Montreal, an MBA from IE University in Madrid and is a CFA charterholder. She speaks Spanish and English.
Lina is an Associate at AlphaMundi, based in Bogotá, Colombia. Lina has over 5 years of experience working as a financial consultant focused on performing due diligence and financial valuations for M&A processes at PwC Colombia. During her years at PwC, Lina advised different types of clients, ranging from family businesses to large corporations, and from different sectors, including dairy products, pharmaceutical, and energy, among others. Prior to joining AlphaMundi, Lina was working at Prismapar, an investment bank focused on the education sector, where she had the opportunity to work in transactions with education institutions in Ecuador, Colombia and Brazil, and also started to develop the healthcare practice in Colombia. Lina is an Industrial Engineer from Pontificia Universidad Javeriana, has a specialization in Corporate Finance from CESA and recently completed an MBA at ESADE (Barcelona, Spain).
Joan Mwasame is the Legal Counsel at AlphaMundi, based in Nairobi,Kenya. She has previously worked at Oraro and Company Advocates, consistently ranked the top law firm in Kenya by Chamber and Partners Global Ranking; as well as at Wambasi & Company Advocates. She has experience in commercial law: both litigation as well as non-contentious briefs. She has participated in the advisory for a Rights Issue for a client bank and played a lead role in the legal due diligence prior to the launch of the Rights Issue. She has also handled legal briefs before the Tax Tribunal and Capital Markets Authority Tribunal and worked on tax appeal assessments before the High Court of Kenya. She also does tax advisory and business set-up advisory. Joan is fluent in English and Kiswahili. Joan holds a Bachelor of Laws degree from the Catholic University of Eastern Africa as well as a Master of Laws (Commercial Law) degree from the University of Cape Town.
Sandra is a Marketing Advisor at AlphaMundi, based in Geneva, Switzerland. Sandra has over 3 years of experience in coordination and leadership of marketing and sales teams as a Business Sales and communication Manager, where she built engaging digital experiences with intuitive and personalized content driven to 1M of clients. In addition she has 5 years of experience in IT sector where she was in charge of a software testing team, developing a product for social security payments in Colombia. She has also been a project coordinator in the field of drilling, the maintenance of wells and pumping systems for the exploitation of groundwater in the desert of La Guajira, Colombia. Sandra is a Civil Engineer from Los Andes University, has a specialization in Commercial Management - emphasis in sales from La Sabana University and she holds a Master degree in Marketing and Sales from EAE Business School in Barcelona, Spain. She speaks Spanish and English.
Theresa Jacobs is doing a research fellowship at Alphamundi Group in Switzerland, from March to July 2020.Theresa is analysing Agriculture & Food value chains in Sub-Saharan Africa, and identifying related investment opportunities. Furthermore, she is creating a standardised field impact assessment to determine the quantitative and qualitative impact AlphaMundi’s portfolio companies are generating for smallholder farmers and other rural stakeholders in Kenya.
Prior to joining Alphamundi, Theresa did her Master in Development Studies at the Institute of Development Studies, focusing on agriculture development through innovative market models that nurture resilience among smallholders and improve agriculture policy implementation in the People’s Republic of China. Theresa lived in China for 3 years, working for a German trading company and focusing directly on problems in the Chinese agriculture sector. Theresa holds a BA in Asian Studies and History from Northeastern University in Boston, a Chinese degree from the National Taiwan University and an MA in Development Studies from the Institute of Development Studies at the University of Sussex in the UK. She speaks German, English and Mandarin Chinese, and is based in Zurich, Switzerland.
The team is complemented by Field Consultants in Latin America and East Africa
Investment Committee & Board Members
Director of the Board of SocialAlpha-Bastion
Drs. Veerle Berbers has been on the Board of the SocialAlpha-Bastion Fund since end 2015 and has been a shareholder and co-investor of the Fund as well. She started her career in investor relations in New York, then moved to London to set-up the European operations of Technimetrics. After the company went over to Thomson Reuters, Veerle became a Partner at Brunswick, the leading financial communication agency, responsible for developing the Benelux market. Since 2004 she has moved her focus to impact investing for her Family Office and as an advisor for organisations such as Triodos IM, Cordaid Investments and Pymwymic (Put Your Money Where Your Meaning Is Community). She has served on several boards and is a Fellow of the leading Impact Investing Platform Toniic. Her Family Office impact investments include both funds and direct investments in micro-finance, renewable energy, clean-tech, SME’s in emerging markets, land-mapping, infra-structure, food distribution, aqua-culture, Africa and Latin America. Veerle was born and raised in Belgium, hods a MA in Andragology from the University of Groningen in the Netherlands and is now based in Amsterdam. A Dutch national, Veerle is fluent in Dutch, French, English, German, and conversational in Spanish.
Director of the Board of SocialAlpha-Bastion
Uli Grabenwarter is Deputy Director - Equity Investments and Head of Investments – Technology and Innovation at European Investment Fund (EIF), Europe’s biggest Fund-of-Funds Investor in Impact Investing, Technology Transfer and Venture Capital. Previously he was Head of Strategic Development for EIF’s equity activities and, in this capacity, has led the design and the launch of the Social Impact Accelerator, the first pan-European social impact investing fund-of-funds. From 2010 to 2012 he conducted a research project in collaboration with IESE University of Navarra in Barcelona and the Family Office Circle Foundation based in Switzerland, analysing the investment strategies in impact investing of 75 of the largest single-family offices in the world. He is a visiting Professor for Private Equity and Venture Capital at IESE University, a Trustee of the Global Steering Group for Impact Investment, and invests as an angel investor in Life Sciences Start-Ups and impact-driven enterprises. He regularly publishes articles and white papers on venture capital and impact investing and is a member of several expert groups on impact investing and impact metrics across Europe. Uli holds a Master’s degree in Business and Finance of the University of Graz.
Director of the Board of SocialAlpha-Bastion
Paola Dangelo is based in Luxembourg. With 21 years’ experience in the financial services industry in Luxembourg, Paola joined Innpact in 2012 to lead the team providing governance and management services to the Board of Directors of several impact finance investment funds. Having previously covered different roles at Brown Brothers Harriman & Co., a prominent depositary and administrative agent with offices worldwide, as well as at Clearstream Banking SA, Paola brings with her many years of experience of custody, fund administration, and governance of Luxembourg investment funds. Paola is a member of the Management Committee of Innpact. Paola holds a Master’s degree in International Economics and International Relations, with focus on development economics, from the “Universitá Cattolica” of Milan and is graduated from the Boulder Institute of Microfinance.
Director of the Board of SocialAlpha-Bastion
Remo Oswald is Founding Partner and Chairman at Trail Capital AG, which is mandated by leading Impact and Microfinance Manager to foster their growth Strategies. Sustainable, Transparent and Fair for all Stakeholders. Before that, Remo was Co-Head of Business Development for BlueOrchard and was responsible for the majority of their Client Book in the DACH Region. Previous Senior Roles were with Swiss & Global Asset Management in Zurich, where he was Director Sales & Distribution in charge of key clients. Prior to this, Remo held senior positions with Horizon21, Lombard Odier Darier Hentsch & Cie and BNP Paribas Private Bank Switzerland, where he contributed significantly to business development in both Switzerland and Europe. His extensive experience across all Asset Owner Categories in Switzerland and Europe, spans more than two decades and includes senior management roles as well as the incorporation, management and successful sale of an asset management company. Remo holds an academic degree in business and economics from the Zurich Graduate School of Business Administration and has continuously pursued executive education throughout his career.
Chair of the Investment Committee of SocialAlpha-Bastion
Donald Peck is the Chair of the Investment Committee of SocialAlpha-Bastion, AlphaMundi’s impact debt fund. He started his career in 1978 as an emerging markets investment banker. Later he became an investor in new markets at IFC, CDC and Actis, founding and running a series of venture and private equity funds in South Asia. In 2006, when based in India, Donald co-founded Lok Capital and Lok Foundation which works with Indian microfinance companies to provide venture equity and technical/managerial support. Donald is now a social investor based in London and much involved in Lok and other projects in India, Africa and South America. A British national, Donald holds a doctorate in Modern Latin American History, and speaks English and Spanish, conversational French and Portuguese and a little Hindi.
The Board of Directors also includes Tim Radjy. Investment Committee also includes Lisa Willems.