# Prospr Aligned For-profit investment-services consulting firm launched on 1/7/2025, headquartered at 1125 Sanctuary Parkway, Suite 120, Alpharetta, GA 30009. CEO Derek Kreifels, former co-founder and twelve-year CEO of the State Financial Officers Foundation (SFOF). Chairman John Coleman, Co-CEO of Sovereigns Capital. Press contact Morgan Axtell at [email protected], (404) 369-8480. The firm self-describes as offering "consulting services to clients analyzing their investment holdings, managers and proxy voting records for values alignment" and additionally as providing clients with "opportunities to better align their investments with their values." The firm's marketing positions it as specialized in "principled capitalism" and "proxy voting consulting and corporate engagement," with a stated mission to "redefine prosperity by merging principles with performance" and to "restore trust in capitalism by prioritizing transparency, accountability, and long-term value while preserving economic freedom." The launch press release was distributed via Mailchimp/Intuit mailmerge to Dennis Milligan's mailbox at 11:24 AM on 1/7/2025. Distribution beyond Milligan is not documented in this batch but the Mailchimp-distribution format suggests broad communication to a list of state financial officers and similar public-sector investment officials. Prospr Aligned is structurally significant as the for-profit private-sector successor to Kreifels's nonprofit SFOF leadership role. Three service lines (proxy voting consulting, manager analysis, corporate engagement) are directly billable to public pension funds, state treasurers, and similar institutional investors. The same Public Fiduciary Network that Kreifels launched under SFOF in 2024 (a coalition representing over $3 trillion in assets under management of pension trustees and professionals) is referenced in the firm's launch materials as the basis for the firm's mission, indicating that the nonprofit network's institutional relationships are likely transferable to the for-profit consulting engagement. Proxy voting consulting overlaps with the Egan-Jones Proxy Services proposal ATRS approved at the 6/2/2025 Board meeting at $20,000 annually. Whether Prospr Aligned bid on or was considered for the ATRS proxy services contract is not documented in the available batches. ## The 4/18/2025 SFOF Spring panel announcement and the NYSE event cohost A second Prospr Aligned mailmerge reaching Milligan on 4/18/2025 7:44 AM (captured in R2 Milligan Chunk 4) announces a Prospr Aligned panel at the SFOF Spring National Meeting opening four days later: "Prospr Aligned leadership is thrilled to be a part of the upcoming State Financial Officers Foundation conference next week in Orlando, Florida. CEO Derek Kreifels will be taking part in a panel covering the Pension Industrial Complex alongside author and investment manager Jerry Bowyer, Vident CEO Vince Birley, and Oklahoma State Treasurer Todd Russ." The panel composition documents three structural facts. First, Prospr Aligned brings its own corporate-engagement-and-proxy-voting expert (Jerry Bowyer) into the SFOF Spring program. Bowyer is described in the email as Prospr Aligned's Corporate Engagement and Proxy Voting Expert with "decades of experience in shareholder advocacy" who has "advised on over 2,000 annual meetings and nearly 20,000 proposals per year." Second, the panel includes Vince Birley, CEO of Vident Asset Management, who developed the "Principled Reasoning investment philosophy" used in the Vident indices. Vident is a separate asset-management firm joining the panel; its inclusion documents that Prospr Aligned positions itself alongside a corporate-asset-management vehicle in the SFOF Spring program. Third, the panel includes a sitting state treasurer (Todd Russ, 20th Oklahoma State Treasurer), extending Prospr Aligned's documented state-treasurer touchpoints beyond Milligan to a second southwestern Republican state. The panel topic — Pension Industrial Complex — is itself a notable investment-services-industry self-description. The mailmerge cobranding ("from the season of renewal and reflection" Easter/Passover framing and the "spring updates" website-launch announcement) places Prospr Aligned's new website (separately referenced) and the SFOF Spring panel as parallel public-relations launches for the firm one quarter post-launch. The 6/13/2025 SFOF NYSE Bell-Ringing Event invitation from OJ Oleka (captured in R2 Milligan Chunk 4 Recoverable-Items/Deletions) names Prospr Aligned as cohost: "You are cordially invited to join SFOF and Prospr Aligned on July 1 and 2 at the iconic New York Stock Exchange for a bell-ringing event, private NYSE tour, and an SFOF-hosted lunch." The event is the launch celebration of an Alaska-focused ETF led by Alaska Commissioner of Revenue Adam Crum. Prospr Aligned therefore functions in the documented record not just as a SFOF-adjacent firm but as a formal coproducer of SFOF-branded investment-promotion events at the New York Stock Exchange. The Prospr Aligned + SFOF partnership documented in Wall's 12/19/2024 departure note and Kreifels's 1/7/2025 launch press release is operationalized as a joint NYSE event in July 2025. See [[sfof-state-financial-officer-network]]. ## What the materials do not establish Whether Prospr Aligned has billed or contracted with Arkansas pension systems beyond the documented mailmerge distribution to Milligan is not knowable from this batch. Whether Kreifels personally communicated with Milligan in person at the SFOF Spring National Meeting in April 2025 (where Milligan delivered a speech and Kreifels appeared on the Pension Industrial Complex panel) is not documented. Whether Milligan attended the 7/1-7/2/2025 NYSE event is not knowable from the available production (Milligan deleted the invitation; no calendar acceptance is captured; the R2 batch ends 6/18/2025). Whether the firm's other launch-mailing recipients in Arkansas state government received the same press release and follow-up mailings is a follow-up FOIA target. ## Evidence > "Prospr Aligned, a new investment services consulting company, today officially launched under the leadership of CEO Derek Kreifels, former CEO of the State Financial Officers Foundation (SFOF) and former Assistant State Treasurer of Kansas. John Coleman, a nationally known investment industry professional, author, speaker, and Co-CEO of Sovereigns Capital, will serve as Chairman of the new company." > Prospr Aligned press release, Launching Prospr Aligned.pdf p.1, 1/7/2025 > "Prospr Aligned will provide consulting services to clients analyzing their investment holdings, managers and proxy voting records for values alignment. Additionally, Prospr Aligned will provide clients with opportunities to better align their investments with their values." > Prospr Aligned press release, Launching Prospr Aligned.pdf p.2 > "Prospr Aligned seeks to redefine prosperity by merging principles with performance. As a leading partner for investors, we deliver tailored business solutions that reflect your values without compromising fiduciary excellence... We specialize in principled capitalism, offering services such as proxy voting consulting and corporate engagement." > Prospr Aligned About statement, Launching Prospr Aligned.pdf p.2 > "Prospr Aligned · 1125 Sanctuary Pkwy · #120 · Alpharetta, GA 30009 · USA" > Prospr Aligned press release mailing footer, Launching Prospr Aligned.pdf p.3 > "Prospr Aligned leadership is thrilled to be a part of the upcoming State Financial Officers Foundation conference next week in Orlando, Florida. CEO Derek Kreifels will be taking part in a panel covering the Pension Industrial Complex alongside author and investment manager Jerry Bowyer, Vident CEO Vince Birley, and Oklahoma State Treasurer Todd Russ." > Prospr Aligned mailmerge to Dennis Milligan, New Developments from Prospr Aligned.pdf p.1, 4/18/2025 > "Jerry Bowyer is the Corporate Engagement and Proxy Voting Expert at Prospr Aligned, where he helps investors reclaim their influence by aligning corporate engagement and proxy voting with their values. With decades of experience in shareholder advocacy, governance consulting, and market research, Jerry has advised on over 2,000 annual meetings and nearly 20,000 proposals per year, ensuring investors' voices are heard where it matters most." > Prospr Aligned mailmerge to Dennis Milligan, New Developments from Prospr Aligned.pdf p.2, 4/18/2025 > "You are cordially invited to join SFOF and Prospr Aligned on July 1 and 2 at the iconic New York Stock Exchange for a bell-ringing event, private NYSE tour, and an SFOF-hosted lunch." > OJ Oleka to Adam Slayton (captured in Milligan Recoverable-Items/Deletions), You're invited! SFOF Event at NYSE!.pdf p.1, 6/13/2025 ## Cross-References [[derek-kreifels]] CEO and founder [[sfof]] [[sfof-state-financial-officer-network]] nonprofit organization Kreifels co-founded and led [[dennis-milligan]] past SFOF chair and Prospr Aligned press-release recipient [[auditor-foia-r2-milligan]] source page