WCTA Breakfast: State of the Economy–Outlook on Capital Formation and Financial Trends for 2012

  • Watch videos of the discussion:  Part 1 | Part 2 | Part 3 | Part 4 | Part 5 | Part 6
  • Moderator: Patrick Drum, CFA, CFP®, UBS Financial – Arbor Group: Prior to joining the Arbor Group, Patrick worked in business valuation at Moss Adams. He has over ten years of direct investment management experience having worked with individual clients while at Morgan Stanley and with institutions as a member of the Washington Mutual’s Portfolio and Capital Markets Group. Patrick earned his BA in Economics from Western Washington, MBA from Seattle U, and is a Chartered Financial Analyst Charterholder (CFA). Patrick is an avid baseball fan and enjoys kayaking, golfing and spending time with his family.
  •  Michael Butler, Chairman & CEO, Cascadia Capital: The co-founder of Cascadia Capital, Michael Butler leads the firm and is an emerging thought leader in the New Energy Economy. His recent focus on sustainable technology has helped propel Cascadia into some of the most important transactions in this market. Prior to co-founding Cascadia Capital, Butler served as a Managing Director at Lehman Brothers responsible for global equity sales and equity syndicate. He also served on the firm’s Equity Commitment Committee, Equity Syndicate Committee and Private Equity Commitment Committee. Before joining Lehman Brothers, Butler was a Principal with Morgan Stanley, where he was responsible for divisional global product and risk management and was a member of the division’s Operating Committee. He has been involved in numerous equity financing transactions for both public and private companies. Butler holds a BA in Political Science from UW and an MBA in International Finance from U. Penn. Michael serves on the Board of the Washington Clean Technology Alliance (WCTA) in Seattle, WA.
  • Kirt Montague, Principal in NewPath Energy Capital, LLC, a wholly-owned subsidiary of Black River Asset Management’s LNG Fund: NewPath Energy Capital is a wholly-owned subsidiary of Black River Asset Management’s newly created LNG Fund.  NPEC is focused primarily on acquiring and leasing LNG and CNG related equipment including storage tanks, vaporizers, mobile re-fuelers, transport trailers, and CNG and LNG fueling stations.  NPEC also looks for investments in: 1) Projects, preferably with strategic partners, in the development, construction, and operation of LNG production facilities; and 2) Companies that enable the use of natural gas using CNG or LNG including equipment providers and service companies.
  • Daniel Malarkey, Deputy Director, Washington State Department of Commerce: Daniel Malarkey was named Deputy Director for the WA State Department of Commerce in 2009. He serves as the department’s primary liaison to the private sector with responsibility for policy development to grow and improve jobs in the state. Malarkey has recently worked as a clean energy consultant to private companies and public entities. He brings over twenty five years of experience working on public policy issues as a consultant, business owner, and public employee. He was the founder and CEO of Washington Biodiesel, which developed an oil-seed processing and renewable fuels project in eastern WA. He served as General Manager of On-line Marketing at Amazon.com where he managed the group responsible for Amazon’s marketing relationships with other websites. Prior to working at Amazon.com, Malarkey was Managing Director of ECONorthwest, the region’s largest economic consulting firm. He has extensive experience in public infrastructure planning, finance, environmental economics, and economic development policy. He is a graduate of the University of OR and Kennedy School of Government at Harvard.
  • Byron McCann, founded Ascent Partners which is focused on investments, mergers & acquisitions, and strategic alliances for cleantech and IT companies.  He manages Ascent Cleantech Partners funds and is a venture partner at Prism Capital. He Co-chairs the Northwest Energy Angels, a cleantech private investor group and is the Pacific Northwest Regional Director of the Cleantech Open. He is an active member of three other angel investor groups. Formerly, he was CEO of Service Intelligence, a venture-backed, customer experience measurement company for retail chains. He co-founded genSoft, the first Windows database, which was acquired by Computer Associates; COO of a cable television advertising venture acquired by TCI; and was with Ernst & Young’s national telecommunications consulting practice. He was vice chairman of the Washington Technology Industry Association and was Board Chair of Broadway Bound Children’s Theatre. He has a Cum laude Harvard BA and a Stanford MBA.
  • When: Friday, January 13, 730-900 a.m.
  • Where: Arbor Group/UBS Financial, 925 Fourth Avenue, 18th Floor Conference Room, Seattle
  • Thanks to Patrick Drum, UBS/Arbor Group for organizing this event.