Naples-based Alliance Global Advisors (Alliance) has announced an exclusive partnership with Miami-based Lebec Consulting (Lebec) to further elevate industry best practices in the Environmental, Social and Governance (ESG) and Diversity, Equity and Inclusion (DEI) space. The two women-owned and women-led firms will provide best-in-class advisory services, resources, expertise and support—with a focus on ESG investing, DEI practices and global impact efforts—to Alliance Clients. All real asset advisory services will stream through the Alliance model and will be complementary to the full-scope services offered to Alliance Clients.
“One common denominator in our Client work today is related to the education, integration and advancement of ESG initiatives across each organization we advise,” said Alliance Co-Founder & Managing Partner, Jennifer Stevens. “We believe it is critical for real asset investment management organizations to invest in resources to further ESG objectives and through this exclusive partnership with Lebec, Alliance leads by example.
“Alliance has a track record of attracting relationships with the brightest minds in the industry. We are excited to partner with Lebec to elevate industry best practices in the ESG and DEI space,” said Alliance Co-Founder & Managing Partner Heather Border. “Access to Lebec’s leadership team will enhance the overall Alliance experience for Clients focused on exceeding Investor expectations in ESG and DEI. With this resource enhancement, the Alliance and Lebec partnership creates a new and powerful combination of multi-faceted advisory services unprecedented in our industry.”
“At a time when trillions of dollars are pouring into ESG, global business and financial industry leaders are looking for ways to generate tangible value like never before to address climate change and rising inequality,” said Lebec Consulting Founder & CEO, Alix Lebec. “Lebec Consulting and Alliance Global Advisors bring a unique and combined expertise that will help Clients meet this moment with scalable goals and real solutions.”
Jennifer Stevens has extensive real asset expertise and knowledge of the General Partner & Limited Partner universe. She has nearly two decades of institutional portfolio management and consulting, strategic and investment planning, real asset investment underwriting and a specialization in ESG and industry best practices. Prior to Alliance, she held several positions within The Townsend Group, advising Clients with cumulative total plan assets of over $300 billion and approximately $20 billion in real estate allocations. She’s served as a representative member of the UN PRI, GRESB, PREA, PREA Foundation Diversity Working Group, IREI, WIIN and NCREIF in addition to speaking at numerous educational and industry events. In 2016, she received the inaugural GRESB Leadership Award from the U.S. Green Building Council to recognize her efforts in establishing and growing Townsend’s ESG Program—and in 2019, she was included on Chief Investment Officer’s annual list of the world’s most influential investment Consultants. In 2021, she received the GlobeSt Women of Influence award. Jennifer received a Bachelor of Business Administration from Ohio University in 2004 and currently serves on the Executive Alumni Board. In 2019 Jennifer joined the Board of the Ohio State University Center for Real Estate.
Heather Border has been building deep expertise and networks within the public and private real estate sectors for nearly two decades. She spent that time creating new investment products and best-in-class marketing materials, elevating corporate governance, setting investment goals and objectives, doing strategic planning, underwriting investments and raising capital. Her passion for helping others is the fundamental reason for forming Alliance Global Advisors, now advising investment management organizations with over $380 billion in aggregate AUM. Prior to Alliance, Heather was Managing Director for National Real Estate Advisors, and held positions with Hunt Investment Management and The Townsend Group. Throughout her career, she’s held memberships at NAIOP, PREA and IREI and continues to speak and moderate various panels on industry-wide topics. Heather earned two Master of Science degrees—one in Finance and the other in Real Estate and Construction Management—from the University of Denver, graduating Magna Cum Laude. She also earned a dual Bachelor of Science degree from Western State College in Accounting and Business Administration.
Alix Lebec was born in Paris, and raised in South Korea and China, before moving to Texas at the age of 16. She spent nearly two decades pioneering and leading entrepreneurial efforts at the World Bank, Clinton Global Initiative, Water.org and WaterEquity—where she worked to steer more capital toward sustainable solutions addressing the world’s greatest challenges. During this time, Lebec also identified missed opportunities for global businesses and financial institutions to create more transformational change through philanthropy, impact investing and ESG investing. Leveraging the knowledge gained navigating those industries, she formed Lebec Consulting to help incite real change for greater impact. Lebec holds a Master of Science degree in Social Policy from the London School of Economics and a Bachelor of Arts degree in International Business from the American University of Paris.
Katie Orr spent nearly 15 years as a marketing and communications professional for a wide range of investment managers—including TA Associates, Citadel, Northern Trust, Mesirow, Perella Weinberg Partners, TIAA, Nuveen and Barings—where she often focused on emerging markets, ESG and sustainability, and became actively involved in women’s networks. Katie holds an MBA from Wake Forest University and a Master of Liberal Arts in Journalism from Harvard University Extension School. She also received her Bachelor of Arts in Communication from Salem College.
“There are no two ways about it. This is a critical moment in time—and real estate investment managers have an important role to play. We already know that the building and construction industries account for almost 40% of annual global carbon emissions—and this is our opportunity to help drive change in the industry,” said Lebec Consulting COO & Head of ESG Katie Orr. “Our goal is to help these investment managers set real, attainable goals, and lay out a clear plan for carrying them out—with the ultimate goal of prioritizing profit alongside people and the planet.”
About Alliance Global Advisors
Alliance Global Advisors is a women-owned consulting firm focused on empowering the institutional investment community to elevate best practices. Advising Clients with over $380 billion in assets under management, Alliance partners with organizations to provide an independent perspective and innovative approach to critical strategic initiatives. Our partnerships allow senior management teams to focus on what matters most: diligently managing Client capital, creating value and delivering exceptional returns in a performance-driven market.
About Lebec Consulting
Lebec Consulting is a woman-owned and women-led firm that advises corporations, foundations, high-net-worth individuals, financial institutions and entrepreneurs on how to achieve their greatest social impact through philanthropy, impact investing and ESG investing. The consulting firm has a clear understanding of how these financial tools can be leveraged for deep impact and societal change, helping their Clients align more capital with the right people, organizations and social innovators who are moving the needle on the world’s most pressing issues.