The skill set of the team is extraordinary. Robert Gibbs, Optima’s senior strategic advisor, has designed refineries and petrochemical plants and was a principle developer of the world’s first purpose-built ship-based offshore processing facility aka an FPSO. Gibbs has been at the forefront of major engineering projects and a senior executive at leading engineering and energy companies. He helped orchestrate numerous corporate combinations driving the offshore developments in the North Sea.
Len Cozzolino had been a head of business development for Amerada Hess UK in the 1990s when it grew from 25 to 300 people. As a banker for Dresdner Kleinwort Benson, Cozzolino led an investment banking team which managed the largest private natural gas energy swap in history of natural gas assets in Columbia and Malaysia between Shell and Occidental in 1998.
Donald F. “Jay” Lathen is an advisor to Optima. Lathen is the founder and Chief Investment Officer of Eden Arc Capital Management, an investment advisory firm based in New York City. Prior to founding Eden Arc, Lathen spent 16 years as an energy investment banker, most of that time with Citigroup and Lehman Brothers. Lathen began his finance career with Weisser Johnson & Company, an energy investment banking firm located in Houston, Texas. Over the course of his investment banking career, he advised on over $90 billion of completed M&A and financing transactions for energy clients on a global basis. Lathen received his MBA from the University of Michigan Ross School of Business in 1993 and received his BA from Rice University in 1989.
Peter Veillon is an advisor to Optima. Veillon currently serves as Managing Director at Realcap Strategies, LLC, a private investment firm charged with the oversight of operating companies and real asset investments of a multi-generational, single family office. Prior to joining the group, he spent a number of years in private equity, investing in energy and power and prior to this in manufacturing and business services. He began his post-graduate career investment banking at Bank of America Securities in the Natural Resources Group. Prior to his career in finance, Veillon worked for multinational companies in the energy and natural resource sectors. Veillon is a graduate of Queen’s University at Kingston where he received his BSc in engineering and received his MBA from the Ivey Business School at the University of Western Ontario.
Harry Edelson, CFA, CCP, CDP, is an advisor to Optima. Edelson is a renowned venture capitalist and general partner of Edelson Technology Partners. He brings considerable experience to the Optima team, having served on the boards of directors of more than 150 companies and is published on corporate governance. Edelson has played a role in numerous mergers and acquisitions during his venture capital career. He is not an energy investor but became interested in Optima and its IMO 2020 pursuit and provides valuable business advice based on his impressive career. You can read more on Edelson at Edelson Technology Partners.
Rafael H. Rojas is an advisor to Optima. Rojas is the president and chief executive officer of Venro Petroleum Corp., based in New York City, which markets and supplies crude oil and gas to clients around the world. Through Venro, Rojas owns numerous wells and oil fields throughout North America. Responsible for wells in the Marcellus Shale field in Pennsylvania, his companies produce 7,000 b/d of oil. His Ohio holdings include mineral rights and wells across 5,000 acres and he has extensive contacts with South American refiners and trades their heavy crude oils.
Tyson Halsey, CFA, is Optima’s President. Halsey has worked in the investment industry as a broker, investor, investment advisor and hedge fund manager in technology, biotechnology and energy for 35 years. For the last 17 years, he has been focused on midstream energy master limited partnerships. Halsey has been an activist investor advocating for shareholder rights and value and has been cited in Barron’s and the Wall Street Journal. Halsey publishes on Seeking Alpha and been a guest on CNBC after winning the USA Today CNBC National Investment Challenge. Halsey is a market valuation analyst and student of market cycles and psychology. While working in NYC from 1983 to 2008 and throughout his career, Halsey has developed a network of leading investment professionals.