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FIRM OWNERSHIP / STRUCTURE

SDI is a State Registered Investment Adviser located in Los Angeles, California. The firm was founded in March, 2007 and is a woman-owned business entity.

SDI is a wholly-owned subsidiary of Strategic Development Solutions ("SDS"), a market leader in Double and Triple Bottom Line private equity funds. SDS was founded in 2001 by its current President and CEO, Debbie La Franchi, and has jointly developed more than $2 billion in private equity funds.

SDI is currently working to establish a profit sharing plan to help retain key staff members who are integral to the firm's growth and success.

BIOS

 
Deborah La Franchi, Founder and Chief Executive Officer
Deborah La Franchi

Ms. La Franchi is the founder and Chief Executive Officer of Strategic Development Investments ("SDI"). As CEO, she oversees the operations of the firm as well as the firm's sales and marketing efforts. Ms. La Franchi also played an integral part in developing SDI's "Triple Bottom Line" strategies and continues to assist the portfolio management team in developing new strategies that reflect the investment philosophy of the firm.

Ms. La Franchi is also the founder and CEO of Strategic Development Solutions ("SDS"), the parent company of SDI. For more than a decade she has developed innovative market-driven approaches to economic development. Ms. La Franchi and affiliated partners have built more than $2 billion of Double Bottom Line private-equity funds that do 'good' by providing market-rates of returns to investors (the 'first' bottom line) while also revitalizing low-income communities (the 'second' bottom line).

Prior to starting SDS and SDI, Ms. La Franchi was the first CEO of Genesis LA, an economic development organization benefiting the City of Los Angeles. She also served as the Assistant Deputy Mayor for Economic Development under Mayor Richard Riordan in Los Angeles.

Ms. La Franchi earned her BA in Political Science and History from UCLA, her Masters in Public Policy from Georgetown, and her MBA from the Anderson School at UCLA. She has also passed the Series 65 exam.

 
Ken Mayne, CFA, Chief Investment Officer and Senior Portfolio Manager
Ken Mayne

Mr. Mayne is the Chief Investment Officer and Senior Portfolio Manager for Strategic Development Investments ("SDI"). He is responsible for the management of the firm's public equity investment strategies which include international, domestic and "Triple Bottom-Line" products. In addition, Mr. Mayne oversees SDI's research and model development. He also handles trading for the firm and serves as SDI's Chief Compliance Officer.

Before joining SDI, Mr. Mayne served as the Chief Investment Officer at Roll and Ross Asset Management where he was responsible for the management of more than $500 million in Institutional and High-Net Worth client assets. As part of his role, Mr. Mayne worked with the firm's clients to customize portfolios to meet their specific requirements. During his 16 year tenure at the firm, he was also involved in financial modeling, risk analysis and computer programming for the firm's quantitative strategies.

Mr. Mayne holds a BA in Economics from UC Davis and a MA in Economics from UCLA. He also holds the CFA designation.

 
Wade Yasuda, Portfolio Manager
Wade Yasuda

Mr. Yasuda is a Portfolio Manager and Research Analyst for Strategic Development Investments ("SDI"). In this role, he is responsible for the daily management of SDI's client portfolios. Mr. Yasuda is also instrumental in developing and maintaining the stock models utilized in the firm's investment process. For SDI's "Triple Bottom Line" strategies, he oversees the integration of Innovest's ESG rating data into the firm's quantitative model.

Previously Mr. Yasuda was an Assistant Vice President at Roll and Ross Asset Management, where for more than 10 years he was responsible for the management of the firm's information and data infrastructure. During his tenure at the firm, he also oversaw the firm's financial databases and took part in financial modeling. Prior to that, Mr. Yasuda was a Programmer Analyst at Wilshire Associates where he was involved in conducting asset / liability studies for the firm's clients.

Mr. Yasuda holds a BA in Mathematics from California State University, Long Beach. He has also passed the Series 65 exam.

 
Shay Holland, Portfolio Administrator

Ms. Holland is a Portfolio Administrator for Strategic Development Investments ("SDI"). She is responsible for the day to day maintenance of client transactions. Ms. Holland also handles month end reconciliations, monitors corporate actions, and works closely with the Chief Compliance Officer on a variety of related tasks. She is actively involved in SDI's sales and marketing initiative and oversees the firm's marketing support functions. As part of this role, Ms. Holland will ensure that all of the firm's collateral marketing materials are current and accurate. She is also responsible for maintaining the firm's consultant and third party database submissions as well as any RFPs or questionnaires the firm responds to.

Before joining SDI, Ms. Holland worked with Strategic Development Solutions ("SDS"), the parent company of SDI, where she served as the Senior Executive Assistant to the CEO, Debbie La Franchi.

Previously, Ms. Holland provided administrative and marketing supporting in the Hollywood Reporter's Sales Division. Prior to that she was with the Advanced Planning Division of New York Life Insurance, a Fortune 100 company where she worked directly with the team's financial advisors to create personal, business and estate planning presentations and client reports.

Ms. Holland holds a Bachelors Degree in Political Science from Dartmouth College.