![Lance Pan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Lance Pan
Director of Research - Fxd Inc at Capital Advisors Group, Inc.
Network origin in Lance Pan first degree
Entity | Entity type | Industry | |
---|---|---|---|
Boston College
229
| College/University | Other Consumer Services | 229 |
Fudan University
197
| College/University | Other Consumer Services | 197 |
University of Hawai'i at Hilo
![]() University of Hawai'i at Hilo Other Consumer ServicesConsumer Services University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.
30
| College/University | Other Consumer Services | 30 |
Capital Advisors Group, Inc.
![]() Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations.
16
| Private Company | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lance Pan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Barings LLC
![]() Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Summit Partners LP
![]() Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Private Equity Investor | |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Private Equity Analyst | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Lincolnshire Management, Inc.
![]() Lincolnshire Management, Inc. Investment ManagersFinance Lincolnshire Management Inc (Lincolnshire Management) is a private equity firm founded in 1986 by Steven J. Kumble and Frank C Wright. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
Mizuho Securities USA LLC
![]() Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity | |
ADVANCED SEMICONDUCTOR MNUFCTURG CO LTD | Semiconductors | President Chief Executive Officer | |
SINOMEDIA HOLDING LIMITED | Advertising/Marketing Services | Chairman Corporate Officer/Principal | |
Snap Finance LLC
![]() Snap Finance LLC Miscellaneous Commercial ServicesCommercial Services Snap Finance LLC offers no credit needed financing for customers to purchase furniture, mattresses, tires, electronics, and more from over 150,000 stores. The company is based in West Valley City, UT. Customers can apply online or call to get approved for up to $5,000 with bad credit or no credit. Snap Finance's core values focus on helping customers and serving partners. The company was founded in 2008 by Matt Hawkins, who has been the CEO since 2008. | Miscellaneous Commercial Services | Director/Board Member | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
CCMP Capital Advisors LP
![]() CCMP Capital Advisors LP Investment ManagersFinance CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Doctorate Degree Masters Business Admin | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
China Europe International Business School | College/University | Corporate Officer/Principal Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Tsinghua University | College/University | Undergraduate Degree Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Graduate Degree | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
SHANGHAI ZHANGJIANG HI-TECH PARK DEVELOPMENT CO., LTD. | Real Estate Development | Director/Board Member Chairman | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
MicroPort NeuroTech (Shanghai) Co., Ltd. | Director/Board Member | ||
QBE Holdings, Inc.
![]() QBE Holdings, Inc. Insurance Brokers/ServicesFinance Part of QBE Insurance Group Ltd., QBE Holdings, Inc. is a global insurance leader with a presence in every key insurance market. The company is based in New York, NY. The company operates out of 27 countries and primarily conducts business through its insurance company subsidiaries. QBE offers insurance coverage rated "A" (Excellent) by A.M. Best and "A+" by Standard & Poor's. The company helps customers solve unique risks, allowing them to stay focused on their future. Julie Wood has been the CEO of the company since 2023. | Insurance Brokers/Services | Corporate Officer/Principal | |
MicroPort Lifesciences (Beijing) Co. Ltd. | Director/Board Member | ||
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
ANZ Banking Group Ltd. (New York Branch)
![]() ANZ Banking Group Ltd. (New York Branch) Regional BanksFinance ANZ Banking Group Ltd. offers corporate and investment banking services and international trade finance. The company was founded in December 1968 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
SHANGHAI MICROPORT ENDOVASCULAR MEDTECH CO., LTD. | Medical Specialties | Director/Board Member | |
D-Pulse Medical (Beijing) Co. Ltd. | Director/Board Member | ||
Dongguan Kewei Medical Co. Ltd. | Director/Board Member | ||
Human Horizons Foundation
![]() Human Horizons Foundation Miscellaneous Commercial ServicesCommercial Services Human Horizons Foundation is a Canadian innovative technology company that focuses on the future mobility experience. The private company is based in Vancouver, Canada. The company aims to redefine human mobility with a "3-smart" strategy\: smart vehicle, smart transportation, and smart city. The company has integrated the best of the traditional automotive industry with the technical strengths of AI, the internet, and information and communication technologies to create Hiphi, a premium new energy vehicle brand that brings outstanding intelligent electric vehicles and techluxe® mobility experience to its customers. The company was founded by Lei Ding, Kevin Chen, and Lei Ding has been the CEO since incorporation. | Miscellaneous Commercial Services | Chief Executive Officer | |
Flexpoint Ford LLC
![]() Flexpoint Ford LLC Investment ManagersFinance Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york. | Investment Managers | Private Equity Analyst | |
SAIC Volkswagen Automotive Co., Ltd.
![]() SAIC Volkswagen Automotive Co., Ltd. Motor VehiclesConsumer Durables SAIC Volkswagen Automotive Co., Ltd. manufactures cars and engines. It is a joint venture of Volkswagen AG and Shanghai Automotive Industry Corporation. The company was founded in March, 1985 and is headquartered in Shanghai, China. | Motor Vehicles | Corporate Officer/Principal | |
SHANGHAI MICROPORT EP MEDTECH CO., LTD. | Miscellaneous Commercial Services | Director/Board Member | |
Leader City Ltd. | Director/Board Member | ||
MicroPort Medical Ltd. | Director/Board Member | ||
Shanghai Boulevard Real Estate Co., Ltd. | Director/Board Member | ||
MICROPORT SCIENTIFIC CORPORATION | Medical Specialties | Director/Board Member | |
Shanghai Zhangjiang (Group) Co., Ltd.
![]() Shanghai Zhangjiang (Group) Co., Ltd. Engineering & ConstructionIndustrial Services Shanghai Zhangjiang (Group) Co., Ltd. engages in the development and operation of industrial and technological infrastructure. Its business activities include operation and transfer of high-tech projects, development and design of municipal infrastructure, real estate management, and sale of building materials and metallic materials. The company was founded on July 3, 1992 and is headquartered in Shanghai, China. | Engineering & Construction | Chief Executive Officer |
Statistics
International
United States | 32 |
China | 17 |
Canada | 2 |
Hong Kong | 2 |
Sectoral
Finance | 25 |
Consumer Services | 10 |
Commercial Services | 5 |
Health Technology | 3 |
Electronic Technology | 2 |
Operational
Corporate Officer/Principal | 117 |
Director/Board Member | 111 |
Undergraduate Degree | 97 |
Independent Dir/Board Member | 50 |
Graduate Degree | 42 |
Most connected contacts
Insiders | |
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Lei Ding | 25 |
Wei Lyu | 24 |
Elizabeth Vanderslice | 16 |
Jiang Nan Cai | 13 |
Chen Mao | 13 |
Hong Ling | 9 |
Ning Liu | 9 |
Stephen Renfro | 9 |
Qing Yu Wang | 9 |
Zhe Sun | 9 |
Mat Kaliski | 9 |
Pingda Ren | 8 |
Richard Gentile | 8 |
Emilie Poteat | 8 |
Sean Sullivan | 8 |
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