About

Who we are —
The missing link

​The Legacy Group is an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in U.S. to LATAM and Europe.

We generate value by leveraging our team’s local knowledge and international expertise to provide a direct link between our investments in developing markets and the rest of the world. We give our investors the chance to invest directly in projects that not only produce favorable returns, but also have a positive social and environmental impact on all relevant stakeholders.

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Robby Kuster explaining the coffee growth process to a group of potential investors at La Grecia on an investor expedition

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Legacy Group president Cole Shephard discussing the Green Coffee Company at a Lifeafar conference in Puerto Rico

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Members of the GCC team handing out school supplies and lunches at the start of the new school year

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The Legacy Group management team answering questions about investing in Foreign Real Estate at a Lifeafar conference in Puerto Rico

Our values — investment returns & environmental impact

We believe that we can, and must, generate both compelling investment returns as well as social and environmental impact for our investors. We want to be part of refocusing the intention of capitalism on being a force for the greater good.

Our Impact Strategy

1

Planet

Transform our entire processes to drive a more efficient, circular, and low-waste economy.

2

People

Empower all people who help bring our products to market to thrive at work, at home, and in their communities. Embed education and workers well being in everything we do.

3

Community

Empower our local communities providing families with educational support, and economic opportunity. Improve the vitality and resilience of our local communities.

Our team —
Financial Professionals in Developing Markets

We are incredibly proud of the team we have built within Colombia. The team is comprised of professionals with strong backgrounds in private equity, investment banking, asset management, real estate, agriculture, and international law. Everybody shares in our vision, that capitalism can be a force for lifting up communities, preserving our environment, and creating long-term value for all stakeholders.

COLE SHEPHARD DIRECTOR
ADAM JASON GENERAL COUNSEL
ERIC BERMAN HEAD OF REAL ESTATE INVESTMENTS
ADRIAN BEALES DIRECTOR OF INVESTOR RELATIONS
ROBBY KUSTER SENIOR INVESTMENT ASSOCIATE

Investment criteria —

Measurable Impact

It isn’t good enough to simply say our investments have an impact. We use the U.N. Sustainable Development Goals as the framework for our investments and directly measure our impact using IRIS metrics in order to provide clearly defined goals.

Added Value

Our team identifies previously overlooked opportunities for targeted investment that show the greatest growth potential in which our experience most effectively suits the work needed.

Collaboration

We look for companies that present fantastic opportunities to work together with existing businesses. By creating an ecosystem of smart, motivated business leaders, our portolio companies have been able to efficiently confront each other's challenges, from software development to capital raising.

How We Choose our Investments —

INDUSTRIES THAT VALUE IMPACT

IDENTIFY OPPORTUNITIES

BUSINESS MODEL CREATION

IMPACT ASSESMENT

THE
BUSINESS
MODEL

INDUSTRIES THAT VALUE IMPACT

Choose an industry where key stakeholders already environmentally and socially responsible. These stakeholders can be our suppliers, investors etc.

IDENTIFY OPPORTUNITIES

Using traditional capitalistic theory; pinpointing opportunities that our management team is uniquely positioned to tackle.

BUSINESS MODEL CREATION

Formulate a specific business model and thesis based on the relevant factors for the idenfitied opportunity.

IMPACT ASSESMENT

After identifying the economic opportunity, we do a full review of the tangible and intangible impact the business model and assets have on relevant stakeholders.

THE BUSINESS MODEL

Make strategic adjustments to the business model to target specific quantitative and quantitative goals tha have the clearest impact on stakeholders. These adjustments should also add value by improving the overall economic, environmental and social sustainability of the business.