Friday, May 24, 2013
10+ years of investing experience that includes financial management, portfolio management, risk hedging, solar technology research, solar supply chain business intelligence, and due diligence. Expert in PV policy, IPO due diligence, research and analysis, P&L modeling, operations, startups, risk and volatility hedging, manufacturing supply chain, and asset management. Pioneered industry-leading models for calculating solar systems cost and performance, demand, volume, price, and analysis of chemicals and materials used in photovoltaics (PV). Founded Alternative Energy Investing, LLC, a solar energy industry research, equity analysis, and investment firm whose clients include top solar companies, developers and investors. Published Investing in Solar Stocks (McGraw Hill, 2009) opening solar energy investment to institutional investors and asset/fund managers. Persistent, self-directed problem solver who strategically manages risk and ensures accountability across the entire enterprise. Wall Street solar investment analyst with insider’s view on capital markets and buyer/seller perspective on raising public offerings. Deep understanding of how companies make money and organize around gross and net margins, GAAP accounting and DCF modeling. I bring to the table an extensive network of capitalists, anchors, institutional investment firms, & corporate executives Specialties ? Polysilicon, Ingot, Wafer, Solar Cells, Solar Modules, CdTe, a-Si, Tandem cell, HIT, CIGS, and other PV devices, US solar market development, Solar Fab simulation (cost), Global LCOE and systems IRR analysis, logistics, databases, mobile applications, business analytics, supply chain, and strategy
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