Daniel W. Vasquez, CBE

Mr. Daniel W. Vasquez is a business economist and investor.  He is responsible for proprietary economic research, holding company assets, identifying investment opportunities,, and overseeing investment portfolios 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, 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 ($300 billion in private assets as of July 2014).  

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

Certified Business Economist™ and CBE™ are certification marks owned by the National Association for Business Economics. These marks are awarded to individuals who successfully complete the CBE Board of Governor’s initial and ongoing certification requirements.

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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