David Orr

About David Orr

Taking an entrepreneurial approach to business led us to experience significant growth, culminating in the IPO of my first company, Evans & Partners, in 2018 (previously Evans Dixon, Dixon Advisory). Throughout the fifteen-year journey, key achievements include spearheading growth in the Investment Advisory Division to over $25 billion FUA, establishing and overseeing the Funds Management Division (grew to over $9 billion), and expanding internationally into the US market with our REIT, Private Equity, and Energy (Solar) Infrastructure ventures (totaling $3 billion).Transitioning from the public company COO, my focus has shifted towards advisory and strategic roles, and equity investing across various mid-market firms spanning Ai, data-centers, real estate, finance, hospitality, fintech, fitness & lifestyle, technology, blockchain, and retail & consumer goods sectors.I am currently active in three of my portfolio companies:* Romina Day Partners - the leading multi-agent AI platform for financial services providers * OWM - an ownership platform that allows Talent and Influencers to be paid in equity for their services * Parched Hospitality Group - beloved NYC restaurant and bar operator In each of these roles, I provide support and strategic guidance to the Managing Partner and Leadership Teams.Fueled by an insatiable curiosity to uncover the fundamental causes in both life and business, my aim is to develop and enhance business models based on these objective truths. I am dedicated to continuous improvement, team building, goal execution, change management, and staff motivation. Constantly seeking growth opportunities, connections, and ways to add value to those around me is a passion that drives me day and night.

Experience

1. Seed Investor

   IREN

   Jan 2020 — Present · TX, US

   SEED Investor during initial site acquisition stage. Prior experience & extended history with Founder & CEO.

Education

• FINSIA

  Graduate Certificate Financial Planning, Investment Products, FP Techniques

  2007 — 2008

• Corowa High School

  High School

  2001

• The Australian National University

  LLB; B.Comm, Finance, Marketing, Corporations Law

• Scotwork Negotiating Skills

  Advanced Negotiation

  2011

• Kaplan Professional

  Graduate Diploma Applied Finance & Investments, Financial analysis, Risk Management, Funding Sources, Advanced Valuation, M&A

Skills

• Equities
• Stockbroking
• Multi Family Properties
• Sales Management
• Investment Properties
• Investments
• Public Speaking
• Superannuation
• Wealth Management
• Team Leadership
• Financial Risk
• Asset Management
• Financial Advisory
• Financial Modeling
• Structuring
• New Business Development
• Financial Planning
• Mortgage Lending
• Asset Allocation
• Risk Management
• Team Management
• Capital Markets
• Financial Structuring
• Financial Markets
• Strategic Planning
• Portfolio Management
• Negotiation
• Investment Advisory
• Project Management
• Fixed Income
• Corporate Finance
• Investment Strategies
• Property Management
• Valuation
• Strategic Financial Planning
• Presentations
• Coaching
• Sales
• Financial Analysis