Dan P. McMurrer

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Mr. Dan P.
McMurrer is Chief Research Officer at Bassi Investments, Inc. Prior to joining Bassi Investments in December 2001, Mr. McMurrer was previously employed as a Research Manager by Saba Software, Inc., Senior Research Officer by American Society for Training & Development, a Research Associate by Urban Institute, and a Research Associate by US Department of Labor.
Mr. McMurrer received a BA in Politics from Princeton University and an MPP in Public Policy from Georgetown University.

Former positions of Dan P. McMurrer

Companies	Position	End
Bassi Investments, Inc. Bassi Investments, Inc. Investment ManagersFinance Bassi Investments invests in companies that invest in their people. They develop recommended portfolios of firms that make significant investments in employee learning. The firm seeks to identify high growth opportunities. Their investment objective is capital appreciation. They strive to achieve this by investing primarily in 20-40 common stocks. For some portfolios, extra steps are taken to ensure that the portfolio as a whole is diversified across a broad array of industries. The portfolios are tax efficient, maintaining a low turnover ratio. They buy and hold stocks in companies that meet the firm's investment criteria (based on the Bassi Model and other portfolio-specific goals) until there is good reason to sell, based either on their proprietary Bassi Model or their disciplined qualitative decision-making process. Bassi rebalances investments quarterly to maintain the optimum relative weighting suggested by their research. The firm's portfolio recommendations are based on 'training investment' which they believe is strongly related to future stock performance but is not known to most investors. They employ their proprietary, research-derived Bassi Model, which combines training data with relevant financial variables to identify appropriate portfolio recommendations and assign portfolio weights designed to maximize expected return. In developing the algorithms for the Bassi Model, the firm used a variety of statistical and analytical techniques to test outcomes and ensure that they could not be explained by a simple correlation or by the effects of another observed variable. The strategy capitalizes on the principle of wealth creation in the knowledge economy and that to prosper in the long run, firms must make significant investments in human capital.	Analyst-Equity	2013-01-02
SABA SOFTWARE, INC.	Corporate Officer/Principal	-
American Society for Training & Development American Society for Training & Development Miscellaneous Commercial ServicesCommercial Services Operates as a professional association dedicated to the training and development field	Corporate Officer/Principal	1999-12-31
The Urban Institute The Urban Institute Miscellaneous Commercial ServicesCommercial Services Provides social and economic policy research services	Corporate Officer/Principal	1997-09-30
US Department of Labor US Department of Labor General GovernmentGovernment Governmental department	Corporate Officer/Principal	-

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Linked companies

Private companies	7
Saba Software, Inc. Saba Software, Inc. Packaged SoftwareTechnology Services Develops and sells software	Technology Services
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Urban Institute The Urban Institute Miscellaneous Commercial ServicesCommercial Services Provides social and economic policy research services	Commercial Services
US Department of Labor US Department of Labor General GovernmentGovernment Governmental department	Government
American Society for Training & Development American Society for Training & Development Miscellaneous Commercial ServicesCommercial Services Operates as a professional association dedicated to the training and development field	Commercial Services
Bassi Investments, Inc. Bassi Investments, Inc. Investment ManagersFinance Bassi Investments invests in companies that invest in their people. They develop recommended portfolios of firms that make significant investments in employee learning. The firm seeks to identify high growth opportunities. Their investment objective is capital appreciation. They strive to achieve this by investing primarily in 20-40 common stocks. For some portfolios, extra steps are taken to ensure that the portfolio as a whole is diversified across a broad array of industries. The portfolios are tax efficient, maintaining a low turnover ratio. They buy and hold stocks in companies that meet the firm's investment criteria (based on the Bassi Model and other portfolio-specific goals) until there is good reason to sell, based either on their proprietary Bassi Model or their disciplined qualitative decision-making process. Bassi rebalances investments quarterly to maintain the optimum relative weighting suggested by their research. The firm's portfolio recommendations are based on 'training investment' which they believe is strongly related to future stock performance but is not known to most investors. They employ their proprietary, research-derived Bassi Model, which combines training data with relevant financial variables to identify appropriate portfolio recommendations and assign portfolio weights designed to maximize expected return. In developing the algorithms for the Bassi Model, the firm used a variety of statistical and analytical techniques to test outcomes and ensure that they could not be explained by a simple correlation or by the effects of another observed variable. The strategy capitalizes on the principle of wealth creation in the knowledge economy and that to prosper in the long run, firms must make significant investments in human capital.	Finance