Dan Morris

Portfolio Manager-Equities at

Consolidated Investment Group LLC

Finance

Consumer Services

Commercial Services

Profile

Daniel Toshiro Morris currently works at Consolidated Investment Group LLC, as Portfolio Manager from 2014.
Mr. Morris also formerly worked at CIBC World Markets Corp.
(Old), as Junior Analyst from 2004 to 2008, BDCA Venture Adviser LLC, as Vice President in 2013, Oppenheimer & Co., Inc. (Broker), as Research Analyst from 2008 to 2010, and Analysis Group, Inc., as Senior Research Analyst in 2002.
Mr. Morris received his undergraduate degree in 1998 from Princeton University and Masters Business Admin degree in 2004 from the University of California, Berkeley.

Dan Morris active positions

Companies	Position	Start
Consolidated Investment Group LLC Consolidated Investment Group LLC Investment ManagersFinance CIG specializes in capital markets, private equity, and commercial real estate. The firm seeks to preserve and grow its shareholders’ capital for current and future generations and support their philanthropic endeavors. Their Capital Markets division invests across the asset class spectrum to build an investment portfolio which consistently generates superior risk adjusted returns over long-term time horizons. CIG Private Equity leverages the firm’s industry expertise and reputation to take brands in the food and beverage space to the next level. CIG Real Estate invests in and manages a large portfolio of properties nationally.	Portfolio Manager-Equities	2013-12-31

All active positions of Dan Morris

Former positions of Dan Morris

Companies	Position	End
BDCA Venture Adviser LLC BDCA Venture Adviser LLC Investment ManagersFinance BDCA Venture Adviser manages BDCA Venture, Inc., a business development company (BDC) that specializes in making pre-IPO investments in emerging growth companies that are committed to and capable of becoming public. They provide their investors with the ability to participate in a unique fund that allows their stockholders to share in the potential value accretion BDCA Venture Adviser believes typically occurs once a company completes an IPO (a private to public valuation arbitrage). The firm seeks to investment objective is to maximize capital appreciation, which we seek to achieve through equity investments in later stage, pre-IPO companies. They target a 2x return over an anticipated 4-year holding period.	Portfolio Manager-Equities	2013-04-29
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2010-12-30
CIBC World Markets Corp. (Old) CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services	Analyst-Equity	2008-01-12
Analysis Group, Inc. Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides economic, financial and strategy consulting to law firms, corporations & government agencies	Corporate Officer/Principal	2002-12-30

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Training of Dan Morris

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Linked companies

Private companies	7
CIBC World Markets Corp. (Old) CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services	Finance
BDCA Venture Adviser LLC BDCA Venture Adviser LLC Investment ManagersFinance BDCA Venture Adviser manages BDCA Venture, Inc., a business development company (BDC) that specializes in making pre-IPO investments in emerging growth companies that are committed to and capable of becoming public. They provide their investors with the ability to participate in a unique fund that allows their stockholders to share in the potential value accretion BDCA Venture Adviser believes typically occurs once a company completes an IPO (a private to public valuation arbitrage). The firm seeks to investment objective is to maximize capital appreciation, which we seek to achieve through equity investments in later stage, pre-IPO companies. They target a 2x return over an anticipated 4-year holding period.	Finance
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Analysis Group, Inc. Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides economic, financial and strategy consulting to law firms, corporations & government agencies	Commercial Services
Consolidated Investment Group LLC Consolidated Investment Group LLC Investment ManagersFinance CIG specializes in capital markets, private equity, and commercial real estate. The firm seeks to preserve and grow its shareholders’ capital for current and future generations and support their philanthropic endeavors. Their Capital Markets division invests across the asset class spectrum to build an investment portfolio which consistently generates superior risk adjusted returns over long-term time horizons. CIG Private Equity leverages the firm’s industry expertise and reputation to take brands in the food and beverage space to the next level. CIG Real Estate invests in and manages a large portfolio of properties nationally.	Finance

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