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 Latin America 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.

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

Our team is made up 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

Managing Partner

ADAM JASON

Partner & General Counsel

ERIC BERMAN

HEAD OF REAL ESTATE INVESTMENTS

ADRIAN BEALES

DIRECTOR OF INVESTOR RELATIONS

ROBBY KUSTER

SENIOR INVESTMENT ASSOCIATE

JOSE CARDONA

POLYGONUS CEO

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

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

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

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

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.

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.

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.

COLE SHEPHARD

DIRECTOR

Cole currently serves as the Director of Legacy Group specializing the trade of agricultural products and distressed asset investing. Prior to forming Legacy Group in early 2015, Cole spent the previous eight years working for a global professional services firm (PricewaterhouseCoopers) specializing in accounting, advisory and consulting solutions. During Cole’s tenure with the firm, he was stationed in the United States, Bermuda, Hong Kong SAR and Beijing, China.

 

While working in the United States and Bermuda, Cole primarily focused on accounting and advisory services to clients in industries spanning oil extraction and distribution, healthcare, banking, private equity, hedge funds, offshore trusts, and biotechnology. For nearly four years Cole was located in Asia providing advisory and consulting services to clients participating in global mergers and acquisition activities. Here Cole concentrated on the financial services, real estate and mining sectors and spent a majority of his time advising on cross-border deals in the areas of business strategy review, business valuation, buyer and seller due diligence, tax structuring and business carve-out analysis. Cole’s deal experience has included transactions around the globe with deal sizes into the billions of USD.

 

Cole graduated Valedictorian from North Carolina State University in 2006 with a bachelor’s degree in accounting and finance, to which he earned his master’s in accounting from the same university the following year. Cole became a licensed United States Certified Public Accountant (“CPA”) in 2008.

ADAM JASON

GENERAL COUNSEL

Adam Jason is the General Counsel of Lifeafar and Legacy Group. He oversees the legal division and advises the company on its international legal compliance and investment product offerings.

 

Adam joined the Legacy Group and Lifeafar in 2017 after eight years practicing law in the United States. He specializes in corporate finance, corporate governance, securities regulation and international business transactions, having advised companies and investment banks on offerings of debt and equity securities exceeding an aggregate of $10 billion. After graduating from law school, Adam worked for two international law firms, Jones Day and then Vinson & Elkins LLP. He has advised the world’s leading investment banks, including, among others, JP Morgan, Morgan Stanley, Citibank and Goldman Sachs. Adam has also served as outside counsel for some of the world’s most recognizable brands, such as The Sherwin-Williams Company, R.J. Reynolds Tobacco, Procter & Gamble and Macy’s.

 

Originally from Buffalo, New York, Adam has a Bachelor’s Degree from Ithaca College, and a Juris Doctorate from New York Law School, where he graduated magna cum laude, served as an editor for the New York Law School Law Review and, for two years, interned with The Honorable Paul A. Crotty, United States District Court Judge for the Southern District of New York.

ERIC BERMAN

LEAD OF REAL ESTATE INVESTMENTS

Eric Berman acts as Head of Real Estate Investments to Legacy Group, and is also the Chief Investment Officer of Lifeafar. He oversees investment strategy, including acquisitions and development primarily in the real estate space, and plays a key role in leading Lifeafar’s hospitality initiatives.

 

Eric has spent his career working with a diverse base of investors, owners, lenders and developers of hotel and mixed-use real estate assets. Along the way, he has advised on more than $2 billion of hotel and real estate transactions throughout the U.S. and Latin America. The experiences Eric brings will be instrumental in the continued success and global expansion of both Lifeafar and Legacy Group.

 

Eric joined Lifeafar in 2018 following four-plus years with Berkeley Research Group, where he helped pioneer the firm’s hospitality advisory group and expand its corporate finance efforts in Latin America. He began his career at Deloitte & Touche, LLP, where he provided accounting and advisory services for clients in the financial services, banking, real estate and retail industries, focusing on companies with an aggregate of more than $180 billion in assets and over $10 billion in annual revenues. During his professional career, he has held positions in destinations including New York and Miami, as well as Colombia, Panama, and Mexico.

 

Born and raised in Philadelphia, PA, Eric was educated at Penn State University – Smeal College of Business, where he earned a bachelor’s degree and a master’s degree in accounting. He has been a licensed Certified Public Accountant since 2013 and holds a certificate in hotel real estate investment and asset management from Cornell University. 

ADRIAN BEALES

DIRECTOR OF INVESTOR RELATIONS

Adrian Beales is the Director of Investor Relations & Sales of Lifeafar and Legacy Group. He leads Sales, Capital-Raising and Events Divisions, and aids customers in identifying appropriate investment opportunities for their portfolios in Latin America. Since 2017, he has nurtured deep-rooted relationships with investors, and has a reputation for putting clients first in all transactions

 

Prior to assuming the role of Director of Sales, Adrian served as Investment Funding Manager at Lifeafar, providing prospective clients with experience, expertise and local access to invest in major real estate and agricultural projects in Colombia and Puerto Rico. Adrian has personally invested in real estate since his early twenties, buying multiple investment properties in his home state of Victoria, Australia. Now living in Colombia, Adrian has made investments in Latin America, and is continuing his search for investment opportunities that deliver exceptional returns to his clients as well as allow him to earn passive income and live a life of his choosing.

 

His previous professional experience includes working as a Relationship Director – Enterprise (Large Law) with LexisNexis in Sydney, Australia where he worked with the top global law firms with an Asian-Pacific focus. He got his start in sales working with various organizations in Melbourne, Australia, including, Telstra, The Kangan Institute and Asahi Beverages.

 

Born and raised in Kinglake, Australia, Adrian has studied and earned multiple degrees from institutes of higher education in Australia, Canada, France and the U.S., including a Bachelor’s and two Master’s degrees in business, commerce and leadership. He completed his most recent Master of Science in leadership at Northeastern University in Boston, Massachusetts. 

ROBBY KUSTER

SENIOR INVESTMENT ASSOCIATE

Robby takes on multiple responsibilities on the Legacy Group team. His primary role is as an investment analyst, which includes market research, data analysis, and creating financial models for new projects and evaluating their feasibility alongside the management team. He also manages the creation of investor quarterly reports and new opportunities presentations for current and potential investors/partners. In addition to his work with the Legacy Group, Robby assists the Coffee Team with building pricing models, marketing strategy, sales, and logistics.

 

Before joining Legacy Group, Robby had been living in Medellin for about a year, working for an alternative asset management firm that focused on socially and environmentally responsible products. He graduated from Davidson College in North Carolina with a degree in Economics, and is fluent in English and Spanish.