Who We Are

OUR STORY    WHY US    PRINCIPLES    OUR TEAM    CAREERS

 OUR STORY 

An Investment Design Firm

V2V Associates is a team of like-minded, highly qualified creative and financial services professionals that have joined forces to meaningfully change the world of finance and investment. Using a design-based approach for each project we undertake, V2V Associates act as consultants, capital providers, corporate transaction advisors, and principals, sharing risk and reward with our clients. In order to support our client initiatives, we have strategically built a utility of regulated businesses that can facilitate transactions globally.


 WHY US 

Value to Values

We bring economic value to our clients by supporting their core values.


PROFITS DRIVEN BY PRINCIPLES

What We Live By

GLOBALIZATION

The world is more deeply connected across geographies and economies than ever before; the Local/Global dichotomy is becoming increasingly blurred. We strive to be at the forefront of this transformation. We believe that cross-border business is the foundation for long-term security.

CROSS-OVER DISRUPTION

True disruptive innovation occurs when an advantage that was developed for one industry is applied and integrated into another. As the new shared economy drives convergence and integration, we look to find the gems of innovation from our clients and how they may impact other industries.

&

NEW WALL ST MODEL

Wall Street helped finance our transition from agriculture to industry and then from an industrial to a services-based economy. It will now finance the global shift towards a sustainable shared economy. With the movement already underway, we aim to be a force to accelerate this transition.

GENERATIONAL SHIFT

We are in the midst of the largest transfer of wealth across generations, as baby boomers prepare for retirement coupled with the growth of millennial assets. We recognize the sheer force of these two realities and will focus on opportunities uniting these two forces when providing solutions.

THE GENDER EFFECT

As women accelerate their influence on positive change globally, we incorporate this force of change as a critical factor in building sustainable successes.

P

NET POSITIVE

In working with like-minded clients and incorporating their values into investment design, we look to provide solutions that benefit multiple stakeholders that is a net positive to our world.

 OUR TEAM 

V2V Associates Team

Our team was born across 4 continents and 7 countries and speaks 9 different languages (including French, Mandarin, Spanish, Tagalog, English, Japanese, German, Swiss German and Portuguese) proficiently. Click on the portraits below to find out more about each member of our team.

 

John Morris

Financial Services, Corporate, International Markets

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Diane Villavieja

Chief Operating Officer

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Eric Golberg

Alternative Investment Strategies, Asia Pacific

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Christine Gaelzer Helou

Commodities, Europe, Latin America

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Albert Pleus

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Arthur Motch

Alternative Energy, Financial Engineering

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Greg Pletz

Energy, Latin America, South West

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Simina Farcasiu

Financial Engineering, Corporate Finance

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Ed Tobin

Private Equity, Energy, Emerging Markets

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Laura Brightsen

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V2V Associates brings together finance capabilities and human centered design solutions for transformation.

 

We imagine, design and deliver the future.