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

Mr. Daniel Vasquez is a business economist and investor.  He is responsible for proprietary economic and security research, holding company assets, identifying investment opportunities,, and overseeing investment holdings for W.D.Vasquez & Co. 

As an investor, Mr. Vasquez learned his trade at JP Morgan & Co., Morgan Stanley, and Hamilton Lane Advisors (private equity & venture capital). For several years, he apprenticed directly under Professor Michael Porter in corporate strategy and economic competitiveness while at Harvard Business School's Institute for Strategy and Competitiveness.

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 ($350 billion in private assets as of Dec. 2017).  

He studied under three Nobel prize-winning economists (Gary Becker, Ronald Coase, and Robert Fogel) at the University of Chicago, where he was a Woodrow Wilson Fellow.  He completed his post-graduate studies in finance and global business at Oxford University. 

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, NASD
  • Uniform Investment Advisor, Series 66, NASD
  • 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
    MBA & PGD, Finance &Global Business
  • The University of Chicago
    MPP, Economic Policy
  • University of California, Berkeley
    BA, Ethnic Studies

 

Publications

 

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