executive team

Richard de Lima

President and Chief Investment Officer 

 

Mr. Richard de Lima is an accomplished experienced professional with underwriting over $1.5B in Investment transactions, Managing a $1B+ AUM discretionary family investment trust portfolio, and multiple startups to exit transactions.  Mr. de Lima is the President and Chief Investment Officer for LCP Family Investment Trust, General Partner of Windmill Strategic Management (Asia Pacific and Latin America ), a wholly-owned subsidiary of Leaf Capital Partners, LLC.

 

Mr de Lima focuses on enterprise scaling, value creation, portfolio management, mergers and acquisitions, turnarounds, startups, sustainable energy solutions, social environmental global impact, manufacturing, life science, US, Europe, MENA, Asia, and Latin America. Richard de Lima is on the board of the investment committee for a Europen and Singaporean family office including a mentor to several entrepreneurs and startups globally. 

 

Mr. de Lima is an established leader-led financial and operational driver in the CPG industry during a 20 year period, which included the launch of a successful multinational food and beverage company with sales reaching $45M+ within 3 years of operations. Co-founded several national woman and children fashion apparel lines, and a music content/licensing acquirer, and distribution corporation; LDI Music and Entertainment in the late 1980s

 

Acquired his master’s in international economics and finance at the University of Rutgers and completed a 5-year study program on International Business Law and Legal studies at Fordham University, New York.

 

Richard de Lima held FINRA financial securities licenses, series 7, 24, 55, and 63. He is a current member in multiple single office private member organizations. Deep focus on financial and business education in underserved markets worldwide. In addition, he is a key-note and panelist speaker to many investment/business forums and conferences worldwide. 

 

 

 

Steven Insalaco

Managing Director and Risk Management

 

Mr. Steven Insalaco is the Managing Director for Leaf Capital Partners and President of Calgary Enterprises, Inc., a Corporate Consulting and Family Office Advisory Company he independently formed in 1988. 

Mr. Insalaco is an established seasoned executive professional with over 40 years of C-Level  Management, Corporate Consultant and Family Office Advisory. Successfully managed a $3.5 billion healthcare division and provided financial and operational business services to a broad range of private, Fortune and other public companies. Some of these companies include ExxonMobil, Penn Central Transportation, W.R. Grace and Company, Northrop Grumman and Griffon Corporation.

For both growth and underperforming companies, he is a profit-focused, problem-solving, solution implementing, C-Suite operating business management executive. His combined business experience includes strategic financial, marketing, organizational leadership, investment, and corporate finance transaction skills that are focused on improving corporate valuations. Utilizing his experience, he provides value-added business solutions to organizations that result in increased revenue, lower costs, improved margins, operating efficiencies, and valuation.

Education: Mr. Insalaco holds a BA in Social Science/Economics and MBA in Financial Management.

Military Service: Served in US Army Intelligence (Army Security Agency) and was at the Strategic Studies Institute, Army War College. He held a Top Secret Security Clearance and was Honorably Discharged.

Valerie Wu

Chief Strategy Officer

 

Ms. Valerie Wu has extensive experience in business development, investment research and analysis, legal and compliance, operations and management roles. She has worked in fiduciary services companies and investment firms with offices in various jurisdictions. She has also assisted a top 150 Chinese conglomerate, with their investment, legal and compliance needs during their initial Singapore office setup. Ms. Wu has helped firms in their early stage development and growth, including a Swiss fiduciary firm. She now runs a consulting firm bridging businesses between U.S. and Asia.
 
Ms.Wu holds a Master of Science (Hons) in Finance from University College Dublin, Ireland. She is a Dean's List winner of Bachelor of Science (Hons) in Marketing from University College Dublin, Ireland. Valerie is an Accredited Tax Practitioner (Income Tax) and is a Singapore Chartered Accountant (CA). She is proficient in English, Mandarin Chinese and Cantonese.

 

 

 

 

 

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