Daniel Olson

Private Equity Investor chez

First Capital Ventures, Ltd.

Finance

Consumer Services

Profil

Dan is Managing Partner and Chief Operating Officer of First Capital Ventures, Ltd (FCV).
He joined Co-Founder and Executive Partner, Gary Graham, in 2021 to launch FCV.
He brings over 35 years of experience in the global institutional asset management industry working with large $10+ billion public retirement systems, corporations, endowments and foundations as well as their investment consultants.
Dan has worked in senior roles with large global firms such as Morgan Stanley Investment Management, Warburg Pincus and Principal Global Investors plus smaller investment boutiques like Denver Investment Advisors and TortoiseEcofin.
He has experience working across a diverse set of both public and private asset classes such as private equity, private credit, real estate and REITs, global equities, emerging markets, global fixed income, multi-assets solutions, infrastructure and Sustainability/Impact investing.A native of the Midwest, Dan attended the University of South Dakota and earned a bachelor’s degree in economics along with a minor in math and computer science.

Postes actifs de Daniel Olson

Sociétés	Poste	Début
First Capital Ventures, Ltd. First Capital Ventures, Ltd. Investment ManagersFinance First Capital Ventures seeks to invest in innovative technology companies that disrupt an industry or emerging technology companies in new industries that disrupt the marketplace. The firm focuses on entry and exit at the same time and targets an exit in 24-36 months.	Private Equity Investor	-

Tous les postes actifs de Daniel Olson

Anciens postes connus de Daniel Olson

Sociétés	Poste	Fin
TortoiseEcofin Investments LLC TortoiseEcofin Investments LLC Financial ConglomeratesFinance Invests in energy infrastructure	Private Equity Investor	31/12/2021
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.	Directeur/Membre du Conseil	31/12/2018
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Gestionnaire de Portefeuille-Actions	31/12/2009
Warburg Pincus LLC Warburg Pincus LLC Investment ManagersFinance Warburg Pincus invests in companies located across the globe. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions.	Directeur/Membre du Conseil	31/12/2000
Principal Global Investors LLC Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies.	Sales & Marketing	-

Voir l'expérience en détail de Daniel Olson

Formation de Daniel Olson

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Daniel Olson

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	8
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Finance
Strong Capital Management, Inc. Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio.	Finance
Warburg Pincus LLC Warburg Pincus LLC Investment ManagersFinance Warburg Pincus invests in companies located across the globe. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions.	Finance
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.	Finance
TortoiseEcofin Investments LLC TortoiseEcofin Investments LLC Financial ConglomeratesFinance Invests in energy infrastructure	Finance
Principal Global Investors LLC Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies.	Finance
University of South Dakota University of South Dakota Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
First Capital Ventures, Ltd. First Capital Ventures, Ltd. Investment ManagersFinance First Capital Ventures seeks to invest in innovative technology companies that disrupt an industry or emerging technology companies in new industries that disrupt the marketplace. The firm focuses on entry and exit at the same time and targets an exit in 24-36 months.	Finance