Summary

Dan works at VKRA, Inc where he is portfolio manager of a commodity fund and is a member of the investment committee for two global equity funds. He is a programmer with experience building analytics and research tools in bonds, equities, commodities, derivatives, and asset allocation. He also does tech due diligence and strategy in investment banking at Mediatech Capital. He is a co-founder of Beacon Angles, a Boston-based angel group, investing in early-stage companies in New England. Previously, Dan founded and sold a company, was director of Research for Winged Keel Asset Management, and was an analyst at JP Morgan Investments. Dan earned an undergraduate degree in Economics and a Certificate in Applied and Computational Mathematics at the Princeton University in 1997.

Experience
VKRA / Fund Investors L.P. August 2002 - Present, Westport, CT	VP, Portfolio Manager
Portfolio Manager for commodity investment limited partnership. R&D and member of investment committee for three investment limited partnerships. Lead software developer, data acquisition and quantitative signaling. Quantitative analysis: relative value, time series, yield & premium curves, fundamental valuation, statistical arbitrage, and efficient frontier modeling. Client relationship management. Publish investment commentary. Assisted in registration with the SEC.
Mediatech Capital Partners July 2001 - Present, New York, NY	Outside Director, Technology Investments (7/02 - present) Vice President (7/01 - 7/02)
Corporate finance and strategic advisor in the software, information services, and network device sectors. Negotiated advisory engagement with the firm's first public client. Assisted with 60+ projects including M&A, restructuring.
Beacon Angels January 2006 - Present, Boston, MA	Co-founder, Vice President
Co-founded to build a community for fast-growing companies and active private investors. Chairman, Screening Committee; responsible for identifying candidates for monthly meetings. Active due diligence participation, focus on technology.
AnIdea Corporation May 1999 - Sept. 2001, New York, NY	Chief Strategic Officer (9/00 - 9/01) Chief Executive Officer (5/99 - 9/00)
Founded ThoughtStore to provide intellectual property exchange and licensing software. Served more than 600 individual and institutional IP portfolio managers. Managed the sale of ThoughtStore, Inc. to Cool License Corp., including successor CEO. Licensed system to Lucent Technologies for license management of software products from Bell Laboratories.
Winged Keel Asset Management Oct. 1998 - Jan. 2000, New York, NY	Director of Research
Responsible for the asset allocation, investment research, and performance measurement for the firm. Developed automated systems for asset allocation, documentation, and client-ready presentations. Built automated notification tools to streamline client communications. Built automated marketing reports to identify cross-selling targets and improve sales pipeline visibility. Technology Committee chairman, Executive Committee member.
JP Morgan Investments, Fixed Income Group July 1997 - Oct. 1998, New York, NY	Analyst
Primary responsibility for development of Broad Market and Tax Aware Frameworks (fixed income asset allocation models). The models produced portfolios optimized by excess or absolute risk and return characteristics, with optimal bet sizes and turnover rates for strategic and tactical management of duration and sector allocations. Tax Aware Framework additionally considered income and capital gains tax rates. Produced 19 custom pitches with asset allocations, resulting in new or enhanced mandates for $4.2 Billion from institutions, government organizations, and high net worth individuals. Assisted development of relative-value program for security selection in dollar-neutral fund overlay strategy for the Multi-Markets Group, an internal hedge fund. Produced market analytics for pricing and strategy of Muni BMA swaps, duration management of taxable portfolios using derivatives, and crossover trading. Taught employee classes for fixed income analytics, derivatives pricing, and asset allocation. Received the only perfect score on the division-wide annual performance review for 1998.

Education
Princeton University September 1993 - June 1997	A.B. in Economics Certificate in Applied and Computational Mathematics
Graduate courses: Principles of Corporate Finance, Legal and Regulatory Policy Toward Markets, International Macroeconomics, Topics in Applied Economics: Financial Markets. Original Research: Finance: Deviations from MPT, CAPM, and APT, as Applied to Global Equities Indices; Number theory: Order Relations of Infractions.
Wolfram Education Group November 2003	M330: Neural Networks
Feed-forward Neural Networks and Radial Basis Function, Nonlinear Dynamic Black-Box Modeling, Classification and Clustering with Neural Networks.

Research and Writing

Investment Commentary Chapter 59 of "101 Things You Need to Know About Internet Law" Mispricing of risk in the implied forward BMA basis swap Managing Duration with Muni BMA Swaps Pricing and Strategy for Muni BMA Swaps

Community Service

Vice Chairman, Technology Advisory Committee to the Princeton Alumni Council ('09 - '10) Panelist, Building Competitive Advantage in the Global Market, Harvard Faculty Club ('08) Guest Speaker, 128 Innovation Capital Group ('08) Guest Speaker, TCN & Arthur M. Blank Center for Entrepreneurship at Babson College ('08) Judge, Princeton University Annual Business Plan Competition ('03, '05, '06) Member, United States Secret Service New York Electronic Crimes Task Force ('02 - '09) Monitoring and Regulation of Private Internet Servers Fighting Digital Copyright Infringement Guest speaker, Bendheim Center for Finance, Princeton University ('02) Guest lecturer, Pace University School of Law, LAW 757, Law Seminar: Intellectual Property ('01) Guest lecturer, Baruch college MBA Program, Business Communications ('01) Shared keynote, New York Law Journal Seminars on the Future of E-Commerce ('00) Open source support, Apache2::PageKit

Professional Associations

Registered Investment Advisor representative (NASD, Series 65) ('99) Member, New York Society of Security Analysts, ('99)

Additional Experience

Board of Directors: InnerPass, Inc. ('08-present) Founding Partner: IRIServe (Industrial Response Internet Services) ('02) Board of advisors, Jovus Inc. (Financial services software) ('02) Technical advisory board: RealAI (game combat AI) ('01) English teacher, 7 Japanese companies in Tokyo ('95) Assistant, Brookhaven National Labs Linear Particle Accelerator test facility ('95)

Personal

Open source and free software advocate. Enjoy skiing, carpentry, electronics. Basic Japanese and Spanish. Married, two children.