2. Epic Opens a New Location in India
Focusing on Clean Water & Alternative
Epic understands the growing need for energy and clean water in
India. India’s fast economic growth has made it the second
fastest growing energy market . Today Epic is committed to
funding energy projects in India as well as introducing a cutting
edge water purification system to meet the growing need for
water in India.
The United States government also understands India’s needs.
India’s plan to create a solar industry on the scale of China’s
almost from scratch gained credibility with President Barack
Obama’s pledge to lend U.S. financial support for the program.
Without giving any detail or making any specific grant, Obama
said the U.S. will “stand ready to speed this advancement with
additional financing.” The remark was made at a press
conference on Sunday, April 5th in New Delhi as Prime Minister
Narendra Modi reiterated his aim for India to install by 2022 as
much photovoltaic capacity as the U.S. has now.
4. Managing Partner & CEO of Epic Financial
Phillip (Randy) Carson
PHILLIP (RANDY) CARSON, Managing Partner of Epic Financial Funding, Inc, studied at
the University of Cincinnati on the GI Bill to obtain an AD in Police administration in
conjunction with the Ohio State highway patrol academy in Columbus, Ohio,
graduating in December of 1969. After three years as a law enforcement officer in
Ohio, enrolled at Xavier University and studied Finance and Stock Market Analysis.
In 1977 received a professional designation of (Certified Insurance Counselor) in
Randy has 30 years experience in financial services and lending and began his
career in 1974 as Founder and President of Clermont Insurance and Financial
Services. In 1993 Mr. Carson founded Midwest National Mortgage Banc, where his
company was nationally rated in the top 100 privately owned mortgage banks in the
From 1973-1998 Randy was active in Ohio Republican politics in several capacities.
He was elected to public office twice serving eight years. Randy was a statewide
delegate to the Ohio Republican Party and served as Finance Chairman of his
county. Randy was the youngest ever in Ohio to be appointed to Chairman of the
Board of Elections and managed two congressional district positions for Ronald
Reagan and Gov. James A. Rhodes. Randy worked throughout Ohio for Senator
Robert A Taft's re-election to the U.S. Senate. In 1999 he served in an official
position for Governor Robert A. Taft II as a small group of statewide host
committee members and served as one of his chief fund raisers. Nominated to
President Gerald Ford's National Education Committee in 1974, Randy was invited
to the White House on two occasions. In addition, Randy was elected as a life
member of the national registry of Who's Who in Business in 1999.
“I have known Randy for 12 years and worked for him very early in my career. While at
Midwest National I watched the company successfully transform from a single branch
operation to a nationally recognized lender in the mortgage industry. Randy’s leadership
skill, and "no non-sense" direct approach was a factor in his success. I have a great deal
of respect for his years of knowledge, professionalism, integrity and would highly
recommend him.” -- (April 9, 2009)
Julie Dietz, Director of Training, Bear Stearns
worked directly with Phillip(Randy) at Midwest National Mortgage, Banc
“It is my distinct pleasure to write a recommendation for Phillip. I have had the pleasure of
working with him for more than 4 years and I think the world of Phillip. Phillip Carson is a
highly talented professional and an incredibly giving individual. He treats his clients and
colleagues with the utmost respect and will jump through fires to help someone in need. I
would highly recommend him for any professional organization and firmly believe that he
could make a very significant contribution to an organization.” (May 6, 2009)
Noelle Kim, Investment Advisor representative, Investment Advisors International
worked directly with Phillip(Randy) at World Financial Group
“Randy Carson is a great center of influence and a leader in the financial services industry.
He led the Cincinnati team he built to success with quality and a commitment to
excellence. We created an amazing amount of synergy which led to record setting
performance. Randy reached SVP as fast as it could be achieved and was fun to work with.
I highly recommend him.” (April 20, 2009)
Tom Mathews, National Sales Director, A.L. Williams
managed Phillip(Randy) at A.L. Williams/Priamerica Corp.
6. Managing Director of Epic Financial Funding
ALEXANDER FERGUSON sits on the Board of Directors of Epic Financial Funding. He has more than 25 years experience
designing complex global information environments and total business solutions, as well as launching and managing several
successful high technology ventures. Mr. Ferguson brings the business experience garnered from building a multi-million
dollar defense contracting company, as well as a cutting-edge technical know-how, and the visionary acumen of a true futurist
to the complex needs of solving today’s strategic business information problems.
Mr. Ferguson's clients include the Department of State, the Federal Aviation Administration and the Interagency
Collaboration Zone. Mr. Ferguson also served as a recognized CIO-level consultant to the Executive Office of the President of
the United States, and other world recognized organizations such as the Associated Press, GlobalStar, MD Anderson Cancer
Center, The Aerospace Corporation. Mr. Ferguson has served as the lead architect and technical leader for a number of major
global information networks, including State Department’s global network, which are responsible for several billion dollars of
expenditures a year. Currently, his recommendations to the Department of State's Strategic Planning Office are included in
submissions to the White House, U.S. Senate, U.S. Congress, and other agencies.
The sole founder of Crius, Inc., one of the founders of Intercom Consulting and Federal Systems, and a co-founder of Scarlet
Fire Entertainment; Mr. Ferguson brings the business experience of founding and building a multi-million dollar defense
contracting company, as well as a cutting edge entertainment technology firm to his high level of competence in solving the
complex needs of today's businesses. In the Washington Metropolitan Area, where technologists abound, Washington
Technology magazine noted Mr. Ferguson as one of the area's notable technology entrepreneurs and futurists. In addition, Mr.
Ferguson was chosen and profiled as Contract Professional Magazine’s “All-Star” technologist for January 2002. Mr.
Ferguson is also a Co-Founder, and Board member of the Financial Policy Council in NYC. Of note is that Mr. Ferguson’s
patented concept (US Patent # 7,363,497) preceded Apple Inc.’s iTunes store service by two years, and correctly predicted the
rise of downloadable Internet content. Mr. Ferguson’s next patent (US Patent # 8,212,677) in individual medical logistics
predicts the rise of personalized medicine and information logistics. Technically speaking, Mr. Ferguson has extensive
experience in networking and security environments as well as storage networking systems in global, complex, heterogeneous
environments. At the time of his CISSP certification, Mr. Ferguson was one of only twenty (20) people dual certified with
both a CCIE and CISSP worldwide.
In 2000, Mr. Ferguson founded Kaang, Inc. to provide strategic, enterprise-level consulting on security, technology, and
business alignment for major clients. Mr. Ferguson is a 2008 graduate of the Harvard Business School’s elite Owner/Pres.
7. Managing Director of Epic Financial Funding
Dr. Gary Barbosa
DR. GARY BARBOSA is CEO and principal owner of the Champion Family of Companies. Born in
New Jersey, he worked his way through college in the family gas station and body shop.
Board Certified in Medicine and Surgery as well as earning a double major in Biology and
General Science from Villanova University, as well as a minor in Philosophy, gives Dr. Barbosa
an uncanny ability to evaluate innovations and technology. He is one of the founding members
of an international global philanthropy, determined to advance technological solutions to
overpopulation and the depletion of global resources. He is married 29 years, and has a son
and a daughter. Although he retired from medical practice in 1998, he keeps his medical
license current and active.
Champion Technologies, Inc. performs analysis of technology and medical advancements and
their commercial viability. Its three divisions are Life Sciences, which focuses on DNA
manipulation to facilitate cellular repair, thereby delaying the onset of age related maladies
and degradation; Applied Materials, which works with innovators with a goal of altering the
molecular structure of materials making the same superior to that which is currently produced;
and Energy, which evaluates and brings green technology to the market in an effort to combat
Champion Technologies, Inc.’s current project is an innovative company that has developed
the process of producing activated carbon used to absorb harmful chemicals such as mercury,
sulfur, and carbon dioxide from coal fired power plants. Champion Technologies has the
responsibility of providing equity and debt financing for the initial project and the ten plants to
8. Managing Director of Epic Financial Funding
SUMAN NEUPANE is an experienced executive and start-up expert with over 25
years of hands-on experience in the banking and finance industry. His knowledge
and capabilities have led to innovative and groundbreaking introductions and
solutions including first time ATMs, telebanking and credit card transactions in
fiercely competitive international and domestic markets.
Mr. Neupane is comfortable communicating with people from diverse backgrounds,
occupations and cultures, and is adept at working within high pressure. He is
currently Chairman of the Board of Next Energy Venture (Nepal), President of
Nepal Infrastructure Consult (United States); a partner in TransCash International
(Australia), and CEO of TransCash Investments (Singapore, relocated to the United
His areas of expertise include, and are certainly not limited to, Investment Banking,
Project Financing, Energy Projects, all facets of Banking Operations, International
Trade Settlement, MIS and Banking Software Implementation and Policy and
Procedure Formulation, During the course of his career, among his many
accomplishments are establishing and opening markets in Bangladesh, Philippines,
Viet Nam, Malaysia, Nepal, India, Pakistan, Middle East and Sri Lanka; implementing
Nepal’s initial real time banking software; successfully establishing a new bank
from inception to completion within a period of four months – and achieving break-
even within the first 100 days of operation.
Mr. Neupane sits on the Board of Directors, Swabalamban Bikas Bank, Janakpur,
Nepal, is the Chairman of the Recruitment and Promotion Committee, Swabalamban
Bikas Bank, Janakpur, Nepal, is the Chairperson of SWIFT, Nepal User Group, and
is the Secretary of the Nepal Banker's Association. He holds a Master’s degree in
Development Management from the Asian Institute of Management, Manila.
9. Managing Director of Epic Financial Funding
Present(additional) Job Position: Country Head- Coal Business- Empire Industry limited, India
Previous Job Position was A.V.P- Coal trading- Grande Cache coal Corporation- Canada and
G.M.-Coal trading- Coal India limited- Government of India (PSU), India
Summary of Qualification:
More than 25 years’ experience in Coal India limited (PSU) - COAL sector -mining industries in
commercial/technical/procurement /Railway/Sales division that magnifies my experience and
knowledge in sales and marketing operation and strategy, Collection strategy in Government and
private sector, Business Analysis, procurement, Government regulatory affairs, compliance rules
and accounting job with IT Applications in India
More than 25 years’ experience in Sourcing, Sale of Coal, Logistics, FSA, Coal operations, Policy
Advocacy and management jobs in India, Under Coal mining Industry
Worked with various subsidiary of CIL-Coal India limited- BCCL ( Bharat coking coal limited),
CCL( Central coal field limited), ECL ( Eastern Coalfield limited), MCL ( Mahanadi coalfield
Liaison with Government and private Industries, Coal India ltd and its Subsidiary, MMTC
Liaisons with Thermal Power Plants – NTPC/ Private Captive power plants in India /State owned
Power Stations in India /Fertilizer
Steel Authority of India ( SAIL )- BSL/DSP/DPL/ CCWO
Knowledge and applications of marketing/ Distribution of Coal Trading by Rail/Road/Ship
Knowledge of existing four Coal Index-South African Richard Bay Coal-API-4, Australia New
Castle Coal-API-3, Japan Power Utility index and ACR Asian Index and Indonesia coal index /ICI
( Coal )
10. Managing Director of Epic Financial Funding
PATRICK MCCLEARY has the unique ability to combine personal efforts with team building to
produce tangible results. As a Marine, he knows that unit cohesion and coordination are essential
to completing any mission. As a former boxer in the Corps, he knows that individual hard work
is key to positive results in business and in life. Having 25 years combined experience in land and
infrastructure development, private utilities, and green technology companies. Having Completed
several business-related courses, while also beginning career in retail management. Experience in
Retail Management and Real Estate Development Pre-foreclosures market, residential and
commercial property acquisitions. Initial steps into financing and land development. Working
Private Utility Concepts 2000-present Began investigating potential of private utilities as means
of creating new markets for communications and essential services. Developed initial concepts
of containerized units for water and sanitation treatment. Private Utility and Land Development
Mr. McCleary began first private utility with a telecommunications company. Continuing with
numerous land development projects, including buying land for builders including Quadrant
(subsidiary of Weyerhauser), D.R. Horton, and New Homes LLC. Green Technology Companies
and Private Utilities 2004-present Have now formed 3 green technology companies to provide
water, sanitation, and waste to energy systems for a fraction of the cost of conventional systems,
as well as energy-saving solutions for existing energy grids. All these companies offer
containerized systems that are sustainable, environmentally friendly, and economically viable for
developed and developing nations alike. Numerous commercial and governmental contracts are
now in progress, with each offering the potential of ongoing revenues generated by green-tech,
private utility districts.
11. Managing Director of Epic Financial Funding
Ramani Venkat Nagarajan
RAMANI VENKAT NAGARAJAN is an experienced international businessman with a
proven track record of launching businesses in Indian and the Middle East. Mr.
Nagarajan has over 35 years of experience in technology and project
management and has used that knowledge to start several different businesses.
Having focused his career on international business development, Mr.
Nagarajan has worked on a number of projects throughout India and the Middle
East including promoting alcohol free hygiene products, producing energy from
municipal solid waste, software testing, and working with FlexiWaggon. During
his time with FlexiWaggon, a Swedish based Eco-friendly Logistics and
Transportation System, he was a Director of Business and Technology
Promotion. Mr. Nagarajan also has a strong history of working on a successful
implementation of online integrated IT systems in multination, multi-lingual and
Mr. Nagarajan earned his B.Sc. in Mathematics and a Masters in Philosophy
later. He has also completed post-graduate work in Data Management, is a
Certified Information Systems Auditor (CISA), Certified Lead Assessor of
Quality Management System (BVQI), and a SAP Consultant (Specializing in
12. Managing Director of Epic Financial Funding
Mr. Prasad VVSS
PRASAD VVSS is a post graduate born in India in 1951 with multifaceted
experience in teaching, Project formulation for low income groups for
governments and Banks, project report preparations, liasioning with Banks
State owned and county’s prime financial Institutions and implementing the
Prasad had hands on experience from the ground level starting from obtaining
Industrial licence for establishing an enterprise to manage it at apex level.
He worked as a retainer by adding value for various organisations in different
capacities. He had experience in Manufacturing industries, Telecommunication,
Electronic industries, Construction field, Tourism, Hospitality, financial
Services and Information Technology including ERP sector.
Prasad dealt with small and big entrepreneurs, Corporate heads, Government
corporations, Directors and secretaries of various ministries and Government
heads such as ministers at both state and central levels in Government of
He travelled extensively in USA, erstwhile USSR, Japan, South Korea, Hong
Kong, Singapore, Taiwan and Nepal in helping the prospective clients for
arranging technology transfers, joint venture partners, Machinery suppliers,
and funding partners since 1982 to till date.
Presently Prasad’s focal area is analysing the projects for suitability of
attracting investments from foreign investors/lenders and institutions and
13. Consultant to Epic Financial Funding
Joseph F.“Chip” Langston, Jr.
JOSEPH F. “CHIP” LANGSTON JR. is the Founder, President and 60% owner of
TXX Energy Corporation, a privately held exploration and development
company operating in East Texas and Northwest Louisiana. With its partners,
the Company owns and operates over 160 shallow wells (TXX Operating
LLC), and it expanding its acquisitions through continued development drilling
and innovative completion technology.
Before founding TXX Energy, Mr. Langston founded two exploration and
development companies, Buccaneer Energy Corporation and Trans-Western
Exploration, Inc. Buccaneer Energy Corporation is a privately held
exploration and development company operating in Oklahoma, with various
non-operating positions in New Mexico, Texas and Louisiana. Direct
activities include supervising the recompletion of purchased wells, along with
drilling several PUD locations, diversified drilling program, as well as audited
financial statements and report to shareholders. Sold the company to Gale
Force Petroleum Corporation (GFP.V), a Toronto Venture Exchange company
for cash and shares.
Mr. Langston earned a B.B.A. in Accounting and Finance from University of
Texas at Arlington in 1974 and since then has built a strong background in
finance, investment banking, and energy exploration.
14. Why Choose Epic Financial?
1. Epic offers a credit enhancement product
(helps to insure funding in a timely fashion)
2. Commercial leasing for equipment for a 10
term and real property for a 30 year term
3. Epic currently represents three state of the
companies specializing in waste-to-energy
water treatment technology/solar
4. Government and private infrastructure
15. Funding Partners (Partial List)
ING Investment Management
John Hancock Life
New York Life
Bank of Montreal
Compass Capital Management
Zurich Financial Services
Bank of America
16. How we Help Finance Wind, Waste, Hydrogen,
Solar, Oil & Gas Projects
Epic Financial Funding, LLC helps finance large scale
projects with their main focus and expertise in viable
renewable energy projects.
The company is able to offset the higher initial capital
costs associated with renewable generation by strategically
aligning itself with key financial partners and by utilizing
sophisticated financing structures to raise capital required
to develop a project.
We know that purchasing, installing and maintaining green
energy systems such as wind and solar can require a
significant outlay of both capital and resources.
Epic’s founders have combined decades of corporate
experience with innovative and entrepreneurial problem
solving to truly understand today’s developers.
17. Brooke-Alvinston Wind Project
Funded April 2012
Ho-cheol Chang of Samsung
with John Cobb at Brooke-
Alvinston Township, Ontario, a
project owned by Zephyr Farms
Limited. This shows one of four
of Samsung 2.5MW turbines
located in southwest Ontario.
Epic Financial Funding, LLC
worked on this wind project since
For additional information go to:
call +1 859.356.0601.
18. Epic’s Expectation of the Client
Shovel-Ready or as close as possible - This is vital to financing a transaction.
There are hundreds of transactions out there, and lenders want to move as
quickly as possible on transactions. This means any deal we take to our sources
we expect to be as close to having pre development completed as possible
without having a back end financer. This includes all feasibility studies, wind
studies, environmental impact studies, final or preliminary PPAs, final building
permits, grid connection approval, etc.
Strong Management/ Development team - With the number of deals and the size
of transactions, lenders will want to see experienced and capable management/
development teams in place. If we perceive that this is lacking, we can
recommend large partners for many projects who will help make financing their
project viable as well as adding a strong strategic partner to the project.
Size and Scope of Business - Projects must be of ample size to warrant our
contacts' interest and time. This means we do not work on energy projects
smaller than 5MW and prefer them to be 20MW+. Our long term goal is to
develop relationships with clients who can provide a pipeline of businesses that
will grow due to our contacts and their expertise over years to come
Professionalism and Flexibility - Our relationships are with very serious
institutions and will not be risked by working with those who do not share our
expectation of high work ethics and professionalism. In addition, we work only
with flexible developers, as this industry calls for creativity and ingenuity. No
deal is quite the same and very rarely do they close with the same terms and
structure that was initially conceptualized by the developer. This is simply the
reality of large scale projects.
19. Contact Information
Phillip R. Carson
Epic Financial Funding, LLC
Epic Financial Funding, LLC
Epic Financial Funding, LLC
Epic Financial Funding, LLC
F-3, CRR Puram, L&T Colony
Manappakkam, CHENNAI, India 600 116