Lance Pan
Director of Investment Research & Strategy @Capital Advisors Group, Inc
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WORK HISTORY
Director of Investment Research & Strategy @Capital Advisors Group, Inc
Boston, MA, US
As Capital Advisors Group’s Director of Research, Lance Pan assesses the risk and relative value of asset classes and credits, creates advanced credit approval and surveillance procedures, issues credit opinions, and provides investment strategy recommendations. In addition to leading cash investment research, Lance oversees the firm’s Credit Committee. His research is widely referenced, including his work on systemic risks in prime money market funds before the 2008 financial crisis. In 2011, the SEC sought his input on its subsequent reforms to the industry.Previously, at Columbia Management Group (FleetBoston Financial) in Boston, he was responsible for fundamental analysis and related strategies for the firm’s mutual funds and large institutional accounts. Lance received an MSF from Boston College, an MBA and an M.A. in communications from the University of Hawaii, and a B.A. in English from Fudan University. He is a CFA charter holder and member of the CFA Society Boston. Capital Advisors Group manages customized separate accounts that aim to protect principal and maximize risk-adjusted returns within the context of each client’s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research, CounterpartyIQ™ aggregation and credit analysis of counterparty exposures, risk assessment on short-term fixed-income securities and portfolios, and independent debt financing consulting services.
EDUCATION
University of Hawaii at Manoa
MA, Communication
Boston College Carroll School of Management
M.S., Finance
University of Hawai‘i - Shidler College of Business
MBA, Business Administration and Management, General
Fudan University
BA, English Language & Literature
SKILLS
ABOUT LANCE PAN
I am grateful for the opportunity to lead a talented research team at Capital Advisors Group, where I chair its Credit Committee and facilitate its investment strategies. My focus is on fostering a collaborative environment that not only maintains rigorous credit standards but also empowers each team member to contribute unique insights. I have been fortunate to author research that has been referenced across the industry, including work that informed regulatory conversations on cash investment solutions such as money market fund reforms. While I take pride in our role producing industry-leading analysis, I’m most inspired by the commitment and creativity of my colleagues as we strive together to support our clients and advance best practices in risk management.
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