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Impact Investor and Innovator

Location:
Ferrisburgh, VT, 05456
Posted:
December 29, 2023

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Robert J. Zulkoski

**** **** ****** ****

Ferrisburg, VT 05456

E-Mail: ad2a46@r.postjobfree.com

P R O F E S S I O N A L E X P E R I E N C E

Conduit Capital Ltd. January 2020 to July 2023

London, United Kingdom

FOUNDING PARTNER & CHIEF EXECUTIVE OFFICER

Born of and anchored by The Conduit, Conduit Capital exists to build a dynamic ecosystem that scales solutions addressing some of the world’s pressing social and environmental challenges. Conduit Capital is an impact alternative investment business that marshals the knowledge, networks and capital of a collaborative ecosystem to innovate and incubate new products that push the boundaries of the impact sector, and supports them through their lifecycle, from idea to scaled success. It creates high impact thematic discretionary investment vehicles targeting early to growth stage investments in financially sustainable businesses focused on creating positive social, economic, and environmental impact.

Conduit Capital’s approach is powered by this growing network of communities for good; beyond our relationship with The Conduit, we have a growing list of global impact partners which add to our unique operating system. Our global network of experts and partners in the social and environmental investment, provide deal flow, relationships, and expertise. Rural Works Partners June 2016 to Present

Burlington, VT USA

FOUNDER, MEMBER OF THE BOARD & INVESTMENT COMMITTEE RuralWorks Partners is an impact investment firm that delivers much needed growth capital to rural businesses that are doing their part to protect our planet and generate community wealth and economic resilience. By investing in ready-to-scale rural businesses that create quality jobs and protect the environment, either by demonstrating a commitment to environmentally sustainable business practices or by providing solutions that address climate change or other environmental challenges, RuralWorks can deliver meaningful impact to both underserved rural communities and the environment. RuralWorks was created by Community Reinvestment Fund, USA (CRF) and Conduit Capital (USA).

The Conduit June 2017 to January 2020

London, England

DIRECTOR – IMPACT INVESTING

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The Conduit serves as a home for a diverse community of people passionate about social change. Bringing together social entrepreneurs, investors, creatives, business leaders, policy-makers and civil society, The Conduit acts as a catalytic platform for individuals tackling some of the most pressing challenges facing us today. Members share the belief that the world’s most significant problems can be viewed as opportunities for entrepreneurial solutions, and that knowledge, skills, technology and capital can lead to transformative impact. The Conduit’s building has been designed to nurture creativity, innovation and entrepreneurship. The Conduit’s programs showcase solutions and engender a better understanding of the trends, opportunities and geo-political forces shaping our world.

Greenlots August 2014 to January 2017

San Francisco, CA USA

EXECUTIVE CHAIRMAN

Greenlots is a global provider of open standards-based distributed energy resource solutions. Its award-winning SKY Smart Charging™ charge management platform bridges electric mobility, demand side management, and behind-the-meter energy storage markets for the built environment. Greenlots operates the largest open fast charging network in North America and provides utilities the ability to remotely control grid loads through smart charging, demand response, and energy storage initiatives. Visit www.greenlots.com for more information or follow us on Twitter @greenlots. Investor, Member of the Investment Committee

of the Talana Impact Fund

April 2011 to Present

Cape Town, South Africa

NON-EXUCITVE CHAIRMAN

As a broad-based black empowerment property investor and landlord, the Talana Impact Fund provides investors with a differentiated South African real estate strategy. The Fund participates in investment-grade real estate and provides investors with (1) robust risk-adjusted returns; and

(2) strong social impact through the Fund's support of Columba Leadership (an award-winning NGO facilitating education of South Africa's youth; http://www.columba.org.za ). Laurasia Capital Management April 2011 to Present

Singapore

CHAIRMAN

Laurasia Capital Management (LCM) is an evolutionary Asia-based, Asia-focused alternative investment management firm. LCM bridges the gap between heighted investor expectations and world-class investment talent by providing investment teams’ start-up capital and GP contributions, and a shared set of back-office infrastructure and services. Oaktree Capital Management October 2007 to March 2011 Singapore

MANAGING DIRECTOR – HEAD OF ASIA SPECIAL SITUATIONS AND REAL ESTATE

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Oaktree Capital Management, L.P. is a global investment management corporation with about US$82.4 billion of assets under management. Oaktree's mission is to provide management with a primary emphasis on risk control in a limited number of sophisticated investment specialties. Oaktree is involved in less efficient markets and alternative investments. Oaktree, in a major transaction, acquired Pangaea Capital Management from Mr. Zulkoski in October 2007. From the date of acquisition Mr. Zulkoski was responsible for Oaktree’s special situation, distress and real estate efforts in the Asia Pacific region. Specific accomplishments include:

Acquired control of major Japanese residential REIT, and its external manager; from this platform acquired a second mid-size JREIT; led a comprehensive refinancing of combined portfolio with large consortium of Japanese lenders

Team recognized by Private Equity International Magazine as “2009 Distress Manager of the Year” and “2009 Special Situations Manager of the Year” Pangaea Capital Management April 2004 to October 2007 Singapore

CHIEF EXECUTIVE OFFICER

After leaving Colony, founded and formed an investment management firm targeting a broad range of special opportunity investments in the Asia Pacific Region including, but not limited to, debt, debt-related securities, equity securities, real estate and real estate-related assets of distressed companies, and non-performing loans from financial institutions and various third parties. Colony Capital Asia Pacific May 1998 to March 2004 Singapore

FOUNDING PARTNER, CEO & MEMBER OF GLOBAL EXECUTIVE COMMITTEE In early 1998, Mr. Zulkoski was invited into Colony Capital, LLC as a partner of the firm to establish and lead Colony Capital Asia Pacific. As such, he had overall responsibility for management of CCAP, including setting the strategic direction, and the identification, evaluation, consummation and management of new investments in the Asia Pacific region. He was also a member of the executive committee which ran Colony Capital LLC globally.

CCAP was an Asia Pacific investment firm focusing primarily on special situation investments, real estate- related assets and operating companies with a strategic dependence on such assets. CCAP invested in 23 transactions with approximately $2 billion in total capitalization. Specific accomplishments include:

Established and staffed offices in Singapore, Tokyo, Seoul, Shanghai, Taipei, and Hong Kong;

Management of staff of over 150 professionals and the establishment of operating policies, procedures and financial accounting systems.

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Oakwood Asia Pacific November 1996 to May 1998

Singapore

EXECUTIVE DIRECTOR & FOUNDER – ASIA PACIFIC & EUROPE Oakwood has been the leader in the serviced apartment industry since creating the concept over 30 years ago. Oakwood is the largest serviced apartment operator in the world. With over 20,000 serviced apartments and a multinational client base that includes 75 of the world’s largest companies.

As Executive Director Mr. Zulkoski had primary responsibility for Oakwood’s international business development, finance, and investor relations. Specifically, the position held responsibility for locating properties suitable for Oakwood’s management in each Asia Pacific and European market and expanding the Oakwood branded network of service apartments through relationships with major global property companies. As the only Board Member in residence, the Executive Director had senior responsibility over day-to-day management of Oakwood’s overseas operations.

GE Capital Services July 1994 to November 1996

Commercial Real State Financing & Services

Singapore

MANAGING DIRECTOR – HEAD ASIA / PACIFIC

Lead effort to establish GE Capital CREFS presence in the Asia / Pacific region. Opened and staffed offices in Singapore (Regional HQ), Hong Kong, Tokyo and Sydney. Responsible for setting a strategic vision, implementing a business plan, and securing regional profitability. Created operation platforms for direct property investment, lending, funds management and strategic equity investments.

GE Capital Services October 1993 to July 1994

Commercial Real Estate Financing & Services

Stamford, CT USA

MANAGING DIRECTOR – STRUCTURED PRODUCTS & SERVICES Provided team leadership in evaluating new international markets and niche opportunities in existing CREFS markets. Additionally, managed three product teams (62 direct and matrix staff): Non-traded Real Estate Securities Team, Traded Real Estate Securities Team, and Real Estate Success Programs (services).

GE Capital Services February 1992-October 1993

Commercial Real Estate Group

Stamford, CT USA

GROUP LEADER – SPECIALTY PRODCUT TEAMS

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Responsible for three teams (39 direct and matrix staff). These teams provided a focal point for the review, structuring and execution of narrowly targeted products or single transactions, which involved complicated financial engineering.

Teams were created and managed via direct reports, and expanded through the use of a matrix organization utilizing team building modules, information, seminars, and product development meetings with customers.

Teams reporting to Group Leader included:

New Creation Team: This team created new products that were tested in a single region pilot program, and then delivered to all CREFS regions with all the necessary support to execute in a systematic manner.

International Business Development Team: This team was responsible for the comprehensive review and analysis of new international market opportunities and entry alternatives. Capital Market Team: This team developed and implemented a capital markets strategy for forming global capital relationships, using competitor analysis for strategic advantage, and providing asset disposition capability. Primary focus was on building identity, compiling strategic information and execution.

GE Capital Services August 1991 to February 1992

Commercial Real Estate Group

Stamford, CT USA

TEAM LEADER – PORTFOLIO ACQUISITIONS AND BUSINESS VENTURES Participated in the implementation of the strategic repositioning of CRE. Through team discipline, PABV established systematic processes and approaches to become more customer focused, innovative, and a market leader through the use of speed and reliable execution. Worked with other team members to develop business strategy to aggressively pursue the acquisition of large portfolios of distressed real estate loans and equity. GE Capital Corporation August 1990 to August 1991

Commercial Real Estate Group

Stamford, CT

MANAGER – NEW BUSINESS DEVELOPMENT

Responsible for originating, structuring and underwriting new real estate finance transactions in the U.S. Northeast.

GE Capital Corporation January 1989 to August 1990 Commercial Real Estate Group

Stamford, CT USA

MANAGING DIRECTOR – REAL ESTATE CAPITAL MARKETS

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Responsible for creating business to access commercial real estate capital markets for securitization of both mortgage loans and real estate equities. GE Capital Corporation April 1988 to December 1988 Commercial Real Estate Group

Stamford, CT USA

MANAGING DIRECTOR – PRIVATE PLACEMENTS

Responsible for structuring and pricing real estate financing for outplacement to domestic and foreign investors.

GE Capital Corporation February 1986 to April 1988 Kidder, Peabody & Co.

New York, NY USA

VICE PRESIDENT – REAL ESTATE CAPITAL MARKETS

Primarily responsible for creation and implementation of a capital market effort to integrate fixed income trading capability with traditional real estate underwriting expertise. Actively involved on solicitation, valuation and final sale or financing of major commercial real estate projects. Responsibilities included providing trading desk with market information, designing complex financial structures, writing offering memorandums and related documents, negotiating with credit enhancement providers and rating agencies, and communicating with clients and investors.

Kidder, Peabody & Co. April 1983 to February 1986

New York, NY USA

ASSISTANT VICE PRESIDENT – INSTITUTIONAL MORTGAGE

SALES

Managed new and existing mortgage originators and investor accounts. Responsible for solicitation of new business, structuring of transaction and final documentation. Clients included major Asia based banks and insurance companies, major US life insurance companies, thrifts, banks, mortgage bankers and developers. Products included agency-backed mortgage securities, CMO’s and CMO residuals, private pass-through bonds, whole loans and asset-backed securities.



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