Dave Forbes Email & Phone Number

Boston, Massachusetts, Us

Building floating offshore wind turbines from a new & novel design. CapEx savings of 60% - 80%, and OpEx savings of 35% - 55% for OSW developers.

Wellesley, Ma, Us

• Responsible for daily operations in producing shrouded micro wind turbines. Materials sourcing & procurement, executing agreements with contract manufacturers, managing shipping logistics and import/export process, de-facto CFO for FX exposure and FP&A.• Led customer discovery, acquisition, and relationship management. Expanded market segments from solely telecom to EV charging, commercial agriculture, petroleum exploration, mining, industrial rooftop, etc. With CEO, complete responsibility for OpEx and CapEx.• Primary contact for all investors. Managed seed & family office investor relationships which preceded my involvement with Halo, and led Series A fundraising efforts with wide network of VC and PE connections within the ClimateTech & decarbonization community.

Palo Alto, Ca, Us

(FrontierTech focused VC fund with product development lab in Shenzhen, China)•Led deal sourcing, deal execution, and investment activity. Portfolio companies in ClimateTech/Energy, MedTech, enterprise robotics and consumer hardware. Full due diligence sizing markets, defining competitive landscape, valuation, exit/acquisition targets, etc.•Operational partnership with portfolio companies, connecting with later stage VC/PE investors, customer relationships, vendors, strategic acquirers, etc.•Fostered strong working relationships with fellow VC’s throughout the US, and hardware manufacturers in China and Hong Kong.

Los Angeles, Ca, Us

(Private Equity and Structured Capital firm)•First point of contact in deal flow funnel with boutique investment banks, senior lenders, and business owners throughout the U.S.•Analyzed potential portfolio companies and identified strong management through collaboration with Principals and Managing Partners.•Led business development efforts and strategic planning for new digital marketing initiative to enhance deal flow.

Los Angeles, California, Us

(MBA Internship: VC fund; M&A advisory)•Led deal sourcing for new portfolio companies. Consistent deal flow across emerging technologies/media space.•Worked alongside managing partner of the fund in executing micro M&A transactions ($10M-$200M) for established companies.•Direct involvement on deal team as Watertower facilitated Disney’s acquisition of our portfolio company InstaFluence.*Developed network/relationships in VC and startup communities in LA and SF.

(Alternative asset management: FX & Futures)•Evaluated, trained, and supervised 15-person floor brokerage operation and 5-person trading team.•Developed successful methods and strategies to serve both retail and institutional client base.•Increased AUM through robust sales process and by systematizing and monitoring 24-hour trading team.•Created relationships with Referring Agents and Independent Traders both domestically and internationally.•Established institutional and retail client base within both commodities and currency markets.•Organized 2009 transition from broker dealer to private asset management by collaborating with colleagues in London and Hong Kong.

Boston, Ma, Us

•Coordinated Governor Patrick’s official visits throughout Massachusetts. Responsible for preparing and briefing the Governor.•Traveled daily with the Governor and provided staff support to the Governor, Cabinet Secretaries, Members of Congress, etc.•Created and managed many high profile events, collaborated with colleagues throughout the Administration and Media. •Organized the Governor’s daily schedule, negotiated logistics and content of meetings/appearances.•Along with everyday Advance role, managed statewide “Community Meeting” tour during 2006 Campaign: creating town hall style meetings.

New York, New York, Us

•Managed President Clinton’s personal and professional schedule as part of the scheduling team.•Assisted in coordination of President’s international and domestic travel. Including advance work at first annual Clinton Global Initiative.•Acted as liaison with a variety of organizations, i.e.: multinational corporations, foreign embassies, Congressional offices, etc.

Washington, District Of Columbia, Us

•Worked directly with State Issues Director to address constituent needs and concerns on a daily basis.•Principal organizer of Senator Kerry’s involvement in Lowell, MA 2003 “No Place for Hate” Anti-Defamation League initiative.•Advance intern during 2004 Presidential Campaign, including NH Primary, Democratic National Convention, and Election Night.

Master Of Business Administration - Mba, Venture Capital/Private Equity & Entrepreneurship

Ba, International Political Economy

Study Abroad

Education record