We are an independent financial services firm. We create or access different products and services and tailor optimum financial solutions for our clients. We offer a full range of investment, equities, fixed income, asset and wealth management products and services.
Advisory
Sustainable Financial Group serve both businesses and high net worth individuals who require specialized advice on capital formation, cash flow and resource management. We provide a wide range of advisory services, including mergers and acquisitions, divestitures, private capital raising and strategic advice. We develop sustainable strategies to help businesses innovate and grow utilizing local and global knowledge to help our clients conquer the challenges they face. We are selective in taking on engagements and focus on situations where we believe our involvement can maximize outcomes for our clients.
Private Equity
Sustainable Financial Group alternative investment team invest in private companies direct and on behalf of clients. We bring operational improvements to increase the value of our investments and help fuel growth. We buy businesses and then, after steering them through a transition of rapid performance improvement, sell them. That strategy, which embodies a combination of business and investment-portfolio management, is at the core of our success. We partner with industry-leading companies and are disciplined investors, focusing on long-term business fundamentals.
Investment Services
Sustainable Financial Group deploys capital across the private markets. We seek investments in fast growing enterprise software, technology, media, and healthcare companies globally. We use our industry experience to identify and execute organic and acquisition-based growth opportunities that positions companies as industry leaders. We provide strategic guidance to our portfolio companies and help them drive growth through our global network. We utilize a targeted and concentrated approach to only invest in industries where we feel we have a particular expertise.
Project Finance
Sustainable Financial Group works with diverse businesses to help them achieve their business goals. We provide equity investments, loans, resource acquisition, business development, business planning, market research, sales, marketing, and growth planning. We work to develop new financing approaches and funding resources to accelerate project development and to attract new investment into sustainable projects and businesses.
Nabil Kassem
Co-Founder, CEO, Sustainable Financial Group
Prior to leading Sustainable Financial Group, Nabil worked as an Operating Partner for Gulf Capital optimizing newly acquired assets, he had established ExcellenceO2 and Optimind, was member of the Executive Council and President of the MENA and Asia operations of Invensys Operations Management (IOM). He worked for 20 years at Schlumberger in Asia, North America, Africa and MENA where he held several senior and executive management positions. Masters in Engineering in Control Systems from Sheffield University and a Diploma from Sloan School of Management. Electrical Engineering at Cairo University. Mechanical Engineering from Birmingham University.
Brian Fischer, CFA
Co-Founder, CFO, Sustainable Financial Group
Previously built, managed and helped launch numerous entrepreneurial asset management groups, structured countless investments, oversaw many portfolios and embarked upon numerous capital raising campaigns for firms like Putnam Investments, JP Morgan, ING Alternative Asset Management, and Pali Capital. Subsequently, he pursued more entrepreneurial endeavors helping various entities obtain the resources they require to execute on their business plans and to grow their companies. Brian is a CFA Charterholder, taught finance at Rutgers University, MBA from Duke University, Bachelor’s Degree from Villanova University, multiple publications in academic peer-reviewed journals.
Rashid Iqbal
Co-Founder, Managing DIrector, Los Angeles
Led technology and science, real estate, and capital market teams at financial institutions. He started with Leerink, Swann & Co. with a focus on biotech & life sciences. At Bear Stearns he headed the due diligence team and subsequent takeover of India’s largest broadcast company. With Credit Suisse Private Banking Group, he developed joint ventures for DLJ Real Estate Fund III. He has worked on numerous capital raising initiatives including Google, Arden Group, and a multitude of technology, sustainability focused start-ups. He spent a decade in the Emirates working with private offices on their special projects. Rashid attended University of Rochester and Emory University’s MBA program.
Canon Yau
Managing Director, Hong Kong
Based in Hong Kong, Canon has over 20 years of experience in direct investments, deal structuring, and capital raising for real estate strategies across Asia Pacific, EMEA and the US. He has held senior positions in global institutions including Schroders, CBRE, Abu Dhabi Investment Company, and Macquarie Bank, where he led numerous real estate transactions and cross-border capital raising and advisory mandates. MBA from University of Technology, Sydney (UTS), Bachelor of Commerce from University of New South Wales (UNSW), CPA from Australia, and Licensed Estate Agent in Hong Kong.
Contact US
Main Office
Address:
1157 East Green Street, Pasadena
California 91106
United States
Email:
[email protected]
Phone:
+1 (310) 990 7791