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Experienced financial professional with a specialty in clean technology, project finance, tax equity, and launching and running financial organizations.
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CfoExergy Energy LlcBerkeley, Ca, Us -
Chief Financial OfficerExergy Energy Llc Mar 2018 - PresentBerkeley, California, UsExergy is a simple and easy subscription service that provides a one-stop solution for municipalities and businesses to be green, resilient and save money. Municipalities and businesses want to be green, resilient, and save money, but to “put the pieces together” requires access to clean energy markets, specialized knowledge, the capability to use backup generators strategically, and the software to do it all automatically.Simple and Easy To Use Platform:* Requires no customer investment = Easy to join.* May choose from one- to 20-year contracts.* Simple, single-rate kWh charge.* Only pay for what you consume.* Never disconnected from the Grid = No risk.How does it work?1) Subscribe to a Plan (choose from two plans)2) Exergy supplies all electricity (we deliver clean, resilient electricity)3) Pay bill and Relax (Exergy controls backup generator) -
Director, AmpAmp May 2017 - Feb 2018Port Credit, Ontario, CaAmp is a global developer of flexible clean energy infrastructure. We build, own and operate clean energy assets both behind and in-front of the meter. Our solutions, managed by proprietary, technology-enabled risk management tools, allow us to provide dispatchable, affordable and resilient clean power to enhance system reliability and security for our customers and the grid. Based in Canada, with operations in North America, Japan, India and Australia, our international team brings deep expertise and thought leadership to every aspect of the energy industry. At Amp, we power change. -
PresidentNewpath Energy Capital Llc Aug 2016 - May 2017Oversee day-to-day operations and portfolio management of NewPath and its private investments/funds. Closed several multi-million dollar investments with public and private companies. Operational work involves development of policies & procedures, setting up and managing bank loans, reviewing accounting and presenting results to Board of Directors.
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Chief Operating OfficerNewpath Energy Capital Llc Jan 2014 - Jul 2016Oversee day-to-day operations and portfolio management of NewPath and its private investments/funds. Closed several multi-million dollar investments with public and private companies. Operational work involves development of policies & procedures, setting up and managing bank loans, reviewing accounting and presenting results to Board of Directors.
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Consultant, Private EquityEverstream Energy Capital Management Sep 2012 - Dec 2013Excelsior, Mn, UsPerformed due diligence and asset valuations for energy projects. Consulted to Portfolio Managers building the initial asset list for what became TerraForm Power Inc. (Nasdaq: TERP). -
Portfolio ManagerLeuthold Weeden Jul 2009 - Dec 2012Minneapolis, Mn, UsLaunched, marketed, and lead-managed the Leuthold Global Clean Technology Fund (long-only mutual fund) and five separate accounts (long/short) for retail and institutional clients. Returns exceeded the benchmark Cleantech Index by at least 10-percentage points in every year. Regularly met with institutional investors and fund’s Board of Directors to communicate strategic outlook. Monthly contributor to Leuthold Group’s institutional research product: “Perception for the Professional.” -
Managing PartnerKurzman Cleantech, Lp 2003 - Jul 2009Launched, marketed, and managed a concentrated portfolio of public(long and short) and private company investments. Provided independentresearch and consulting services to hedge funds & mutual funds;performed strategic analysis, M&A reviews, due diligence on deal flow,and valuation assessments for CleanTech deals. Designed and developedtwo sector-specific ETFs with a socially responsible focus; co-owner andlicensor of two water-related ETFs. Supervised an analyst with 7 years ofWall Street experience.
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Sr. Vice President, Cleantech Research GroupPanel Intelligence Aug 2007 - Aug 2008
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Vice PresidentNeedham & Company 2003 - 2005New York, New York, UsSenior analyst covering thirteen Small- & Mid-Cap Clean Technology and Industrial companies. Wrote and presented company reports, industry reports, and First Call notes; maintained valuation models. Spoke regularly to sales force on best investment ideas; developed strong client following among leading funds. Trained an associate. -
Vice PresidentH.C. Wainwright & Co. Jan 2000 - Dec 2003New York, UsAnalyst covering eighteen Micro- to Mid-Cap Alternative Energy andIndustrial companies. Featured in the Wall Street Journal’s “Heard OnThe Street” column (11/23/01) for successful “sell” research. -
AnalystValue Line 1999 - 1999New York, Ny, Us -
AnalystThe Weitz Funds 1997 - 1998
David Kurzman Skills
David Kurzman Education Details
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Grinnell CollegeSociology
Frequently Asked Questions about David Kurzman
What company does David Kurzman work for?
David Kurzman works for Exergy Energy Llc
What is David Kurzman's role at the current company?
David Kurzman's current role is CFO.
What is David Kurzman's email address?
David Kurzman's email address is dh****@****ail.com
What is David Kurzman's direct phone number?
David Kurzman's direct phone number is +191746*****
What schools did David Kurzman attend?
David Kurzman attended Grinnell College.
What are some of David Kurzman's interests?
David Kurzman has interest in Clean Technology.
What skills is David Kurzman known for?
David Kurzman has skills like Portfolio Management, Venture Capital, Angel Investing, Private Equity, Advisory Boards, Non Executive Director, Financial Analysis, Financial Modeling, Project Finance, Cleantech, Investments, Energy.
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