Dana K. Bezerra

Regional President, Americas at CREO Syndicate

Speaker

Dana joined the CREO team as Regional President Americas in May 2024. CREO is a community of climate led sustainable investors, predominately single family offices and institutional asset owners, who in aggregate steward more than $1T AUM.

For the 18 months before joining CREO, Dana worked alongside three founders (the Chairman EMEA private equity for Bain, Senior Partner Actis, Managing Partner and Executive Committee Simpson Thacher) to build and launch Greater Share. Greater Share is an innovative philanthropic investment company harnessing the expertise of the world’s top performing private equity funds and high impact NGOs to solve complex global challenges together.

For the nearly two decades prior to Greater Share, Dana served multiple roles within the Heron Foundation, including the last several years as President. She played a key role in rotating the foundation’s entire portfolio (across all asset classes and grants) to better reflect Heron’s mission. She became responsible for sourcing and underwriting deals, identifying and developing relationships across a spectrum of investors, syndicating capital when possible, and cultivating opportunities to deploy the full range of Heron’s philanthropic and market-rate toolkit.

For the 18 months before joining CREO, Dana worked alongside three founders (the Chairman EMEA private equity for Bain, Senior Partner Actis, Managing Partner and Executive Committee Simpson Thacher) to build and launch Greater Share. Greater Share is an innovative philanthropic investment company harnessing the expertise of the world’s top performing private equity funds and high impact NGOs to solve complex global challenges together.

For the nearly two decades prior to Greater Share, Dana served multiple roles within the Heron Foundation, including the last several years as President. She played a key role in rotating the foundation’s entire portfolio (across all asset classes and grants) to better reflect Heron’s mission. She became responsible for sourcing and underwriting deals, identifying and developing relationships across a spectrum of investors, syndicating capital when possible, and cultivating opportunities to deploy the full range of Heron’s philanthropic and market-rate toolkit.

Always committed to systems change, Dana has been active in the leadership of several organisations, including two privately held investment firms as well as the Milken Institute’s Center for Financial Markets, Duke University’s Fuqua CASE i3 Advisors and as a frequent guest lecturer at the Tamer Center for Social Enterprise at Columbia University and as part of Harvard’s Advanced Leadership Initiative designed to unleash the potential of experienced leaders to help solve society’s most pressing challenges.