MR. W.D. "Daniel" Vasquez, CBE

Mr. Daniel Vasquez is a business economist and investor.  He is Chairman and Chief Executive Officer for W.D.Vasquez & Co. He is a public pension Trustee and Vice Chairperson for the Marin County Employees’ Retirement System (MCERA), where he has fiduciary duty over $3.4 billion in assets under management. He is also a Board Director and chairs the investment committee at MarinHealth Medical Center, a leading health care provider in the San Francisco bay area.

As an investor, Mr. Vasquez learned his trade at JP Morgan & Co., Morgan Stanley, and Hamilton Lane Advisors (private equity & venture capital). As a Harvard economist, he apprenticed directly under Professor Michael Porter in corporate strategy and economic competitiveness while at Harvard Business School's Institute for Strategy and Competitiveness. He started in the economics profession as an analyst in the Economics Department of The Conference Board, where he maintained the Consumer Confidence Index and Leading Economic Indicators.

As Vice-President and Portfolio Manager at private equity asset manager Hamilton Lane Advisers  - now Hamilton Lane, Inc., (NASDAQ:HLNE) - he helped deploy $500 million in private equity capital to private companies in under-served market locations throughout California for the California Public Employee Retirement System (CalPERS) - the State of California public pension plan and largest US-based private investor ($450 billion in private assets as of Dec. 2023).  

He studied under three Nobel prize-winning economists (Gary Becker, Ronald Coase, and Robert Fogel) at the University of Chicago, where he earned his Masters in economic policy as a Woodrow Wilson Fellow.  He is a graduate of the University of California at Berkeley and Oxford University (Pembroke College).

Investment and Prior Experience

  • Vice-President and Portfolio Manager, Hamilton Lane Advisors, LLC (San Francisco, CA), 2007-2008

  • Investment Advisor, Morgan Stanley (San Francisco, CA), 2004-2007

  • Research Associate, Harvard Business School (Cambridge, MA), 1998-2002

  • Economic Research Analyst, The Conference Board (New York, NY), 1996-1998

  • Public Affairs Fellow, JP Morgan & Co. (New York, NY), 1995

  • Legislative Aid, United States Senate (Washington DC), 1993-1994


Licenses and Professional Designations

  • Certified Business Economist™, National Association of Business Economics

  • General Securities Representative, Series 7, NASAA

  • Uniform Investment Advisor Law, Series 65, NASAA

  • Uniform Combined State Law, Series 66, NASAA

  • Managed Futures Funds Representative, Series 31, National Futures Association

The Certified Business Economist® (CBE) is the certification in business economics and data analytics developed by the National Association for Business Economics.  The CBE is a symbol of distinction that candidates earn by meeting a prescribed level of achievement. It documents a professional’s accomplishment, experience, abilities, and demonstrates mastery of the body of knowledge critical for a successful career in the field of economics and data analytics.

Education

  • Oxford University (Pembroke College), Said Business School
    Master of Business Administration, (MBA in Finance)

  • University of London (Faculty of Laws, University College London),
    Master of Laws, (LLM in Law - pending)

  • The University of Chicago, Irving B. Harris Graduate School of Public Policy
    Master of Public Policy, (MPP in Economic Policy)

  • University of California, Berkeley
    Bachelor of Arts, (BA in Social Sciences)

MILITARY SERVICE

  • New York State Guard & California State Guard (Army), 2018-24
    As a U.S. military service member, he served in the Army components of the New York State Guard (88th Area Command) and the California State Guard (Platoon Leader, Emergency Response Command, Team Blaze). He was recognized for his service in Northern California during the 2020 COVID response mission. He was also awarded the NY State Medal for Humane Service in 2019 from the Office of the Governor of New York for flood reliefs efforts (Operation Lake Ontario). He attended Officer Candidate School, and was Honorably Discharged from the California State Guard in 2024 with the rank of Lieutenant.

Publications

 

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