Xan Moore, Co-Founder XM Solar Finance, Founder XM Capital
• Founder & CIO, XM Capital Partners (“XMCP”), an investment management firm, specializing in concentrated single asset investments in public and private equity. Since inception, XMCP has delivered substantial and uncorrelated returns through its public equity investments in Renewable Energy Group (“REGI”), Bunge Ltd. (“BG”) and ChampionX (“CHX”). Through its private equity vehicle, XMCP is a substantial investor in North American Helium (“NAH”).
• Portfolio Manager, Carlson Capital, 15+ years of direct investment management and event-driven expertise as a sector specialist in Agriculture, Renewable Energy, Chemicals, & Niche Commodities, with a specific focus in Biodiesel, Ethanol, RNG and Regenerative Agriculture. Experience as an activist enacting board & management changes and strategic alternatives processes, resulting in value-enhancing mergers, divestitures, and whole company sales.
• BA, The University of the South (Sewanee)
• MBA, Merit-based Fellowship, Kenan-Flager Business School at the University of North Carolina (Board of Advisors c. 2020)
John Good, Director of Finance
• Analyst, consulting for Arena Holdings and several private investors, focused on commodities and public equities in the natural resources sector.
• Associate, Glass Houses Acquisition Corp, a $220mm SPAC focused on investing in critical resources and technologies powering the 21st century industrial economy.
• Associate, Bank of America, Leveraged Finance Group. Structured and executed debt and acquisition financing transactions in the Natural Resources and Technology, Media & Telecom sectors.
• BS, Applied Mathematics, Northwestern University.