Dan J. Epstein

Co-Founder at EdgeLine Capital Partners

Dan J. Epstein

Dan J. Epstein

Co-Founder at EdgeLine Capital Partners

Biography

Dan Epstein co-founded EdgeLine Capital Partners in June 2009. Mr. Epstein has over thirty years of experience in the institutional investment business. Mr. Epstein focuses on private sector institutional investors, including corporate pension funds, endowments, foundations, U.S. and foreign Fund of Funds, family offices and select U.S. and Canadian public funds. Mr. Epstein leads the firm's Canadian public fund practice.
Mr. Epstein began his investment career at Heitman Financial, where he was a Managing Director. His responsibilities included directing the firm's Canadian and Swiss fund marketing practice, and marketing to a broad cross section of U.S. institutional investors. He was also involved in developing new real estate products for the firm. Mr. Epstein structured some of the earliest institutional real estate investment vehicles and directed Heitman's entry into the pension fund equity management business. Mr. Epstein currently serves as a Director and Executive Committee member of the Family Institute at Northwestern University. He earned an AB degree from Princeton University and a JD degree from Fordham University Law School in New York City, where he was invited to join Fordham Law Review and was a member of the National Moot Court team. Mr. Epstein holds the Series 7, 24, 52 and 63 licenses, and is a licensed attorney in the State of Illinois. Mr. Epstein lives in Chicago and has two children.

Overview
Career Highlights

EdgeLine Capital Partners

RelSci Relationships

34

Number of Boards

1

Relationships
RelSci Relationships are individuals Dan J. Epstein likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at EdgeLine Capital Partners

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Co-Founder at EdgeLine Capital Partners

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Executive Vice President, Head of Americas Experience Strategy at Publicis Groupe SA

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Partner at Jenner & Block LLP

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Chief Compliance Officer at EdgeLine Capital Partners

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Partner at EdgeLine Capital Partners

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Partner at EdgeLine Capital Partners

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Office Manager at EdgeLine Capital Partners

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Partner at EdgeLine Capital Partners

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Former Chief Investment Officer at Washington State Investment Board

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Dan J. Epstein
Co-Founder at EdgeLine Capital Partners
Education
JD

Fordham University School of Law (commonly known as Fordham Law or Fordham Law School) is a part of Fordham University in the United States. The School is located in the Borough of Manhattan in New York City, and is one of eight ABA-approved law schools in that city.

AB

Princeton University is a vibrant community of scholarship and learning that stands in the nation's service and in the service of all nations. Chartered in 1746, Princeton is the fourth-oldest college in the United States. Princeton is an independent, coeducational, nondenominational institution that provides undergraduate and graduate instruction in the humanities, social sciences, natural sciences and engineering. As a world-renowned research university, Princeton seeks to achieve the highest levels of distinction in the discovery and transmission of knowledge and understanding. At the same time, Princeton is distinctive among research universities in its commitment to undergraduate teaching. Today, more than 1,100 faculty members instruct approximately 5,000 undergraduate students and 2,500 graduate students. The University's generous financial aid program ensures that talented students from all economic backgrounds can afford a Princeton education.

Career History
Co-Founder
2009 - Current

EdgeLine Capital Partners is an independently owned third party marketing firm dedicated to raising capital for carefully screened premier investment strategies and partnerships.

Managing Director
Prior

Part of Kennedy-Wilson Holdings, Inc., Heitman Financial Ltd. is a company headquartered in Newington, VA, specializing in real estate agents and managers. Kennedy-Wilson, Inc., now a subsidiary of Kennedy-Wilson Holdings, Inc. acquired Heitman Financial Ltd. from Old Mutual (US) Holdings, Inc. on 17 Jul 98 for $20 million.

Boards & Committees
Member, Board of Directors
Current
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