Lance Pan

As director of investment research and strategy, Lance Pan is responsible for assessing the risk of various asset classes in order to safeguard the investments of Capital Advisors Group’s clients. His role includes overseeing credit approval and surveillance procedures, issuing credit-driven investment opinions to the trading desk and providing investment strategies to the portfolio management team. Pan is directly responsible for the development and ongoing improvement of the proprietary FundIQ credit scoring system and also oversees the investment committee, comprised of the company’s portfolio managers, traders, research analysts and senior management. Pan is a CFA charterholder and a member of the Boston Security Analysts Society. He earned a Master of Science degree from Boston College and a Master of Business Administration degree from the University of Hawaii. He lectures extensively at liquidity management conferences and is widely quoted by the financial press. Prior to joining Capital Advisors Group, Pan was a senior corporate research analyst at Columbia Management Group in Boston.

Counterparty Risk Management for Corporate Treasury Functions
Risk

Counterparty Risk Management for Corporate Treasury Functions

Lance Pan