Profile
Mr. Benjamin D.
Lake, CFA, is a Co-Portfolio Manager at Lake Partners, Inc. He is involved in the firm’s MANGO and ETF strategies as well as general manager, strategy, and macro research, performance analysis and reporting, and program communications.
Prior to joining Lake Partners in 2012, Mr. Lake was an Associate at Casey Quirk & Associates LLC, a management consulting firm focused on the investment industry, where he was involved in analyzing business trends, financial modeling, and due diligence.
Previously, he was an Analyst with the macro team at Pacific Epoch, an investment research firm in Shanghai, China, where he produced reports on China's monetary policies, economic trends, and various business sectors, including automobiles, steel, dry bulk shipping, and quick service restaurants.
He graduated from Northwestern University in 2009, receiving a Bachelor of Arts with honors in Asian and Middle Eastern Language and Civilization with a concentration in China and a minor in Economics.
He is a CFA charterholder and is an active member of the New York Society of Security Analysts.
He is also a CFP.
Former positions of Ben Lake
| Companies | Position | End |
|---|---|---|
Lake Partners, Inc.
 Lake Partners, Inc. Investment ManagersFinance Founded in 1989 by Frederick Lake and Ronald Lake in 1989, Lake Partners, Inc. is a hedge fund manager located in Stamford, Connecticut. | Analyst-Equity | 01/11/2018 |
Pacific Epoch
 Pacific Epoch Investment ManagersFinance Pacific Epoch is a Chinese company that combines alternative data with fundamental analysis to provide actionable insights to institutional investors on China's digital economy. The private company is based in Shanghai, China, and has offices in Beijing and Hong Kong. The company has been the leading provider of such insights since 2006, with a unique approach that emphasizes major internet and consumer companies. Pacific Epoch delivers highly actionable alternative data on over 1,000 companies operating in China. The company was founded in 2006, and the CEO is Joseph Joshua Berger. Pacific Epoch was acquired by Pacific Crest Securities LLC from Pacific Epoch Capital LLC on May 12, 2011. | Analyst-Equity | - |
Training of Ben Lake
| Northwestern University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Pacific Epoch
Pacific Epoch Investment ManagersFinance Pacific Epoch is a Chinese company that combines alternative data with fundamental analysis to provide actionable insights to institutional investors on China's digital economy. The private company is based in Shanghai, China, and has offices in Beijing and Hong Kong. The company has been the leading provider of such insights since 2006, with a unique approach that emphasizes major internet and consumer companies. Pacific Epoch delivers highly actionable alternative data on over 1,000 companies operating in China. The company was founded in 2006, and the CEO is Joseph Joshua Berger. Pacific Epoch was acquired by Pacific Crest Securities LLC from Pacific Epoch Capital LLC on May 12, 2011. | Finance |
Lake Partners, Inc.
Lake Partners, Inc. Investment ManagersFinance Founded in 1989 by Frederick Lake and Ronald Lake in 1989, Lake Partners, Inc. is a hedge fund manager located in Stamford, Connecticut. | Finance |
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