Instructor

Lance Eckel, CFA

Practical Experience:

Mr. Eckel is the co-founder of the Geneva Arbitrage Fund, a Pennsylvania-based private investment fund. The Geneva Arbitrage Fund focuses on the areas of merger arbitrage and other event-style investing. The fund was launched in 2004 and has had seven consecutive years of positive performance. Mr. Eckel is the director of research and leads in the creation of a diversified portfolio of hedged and arbitrage-related positions.

Mr. Eckel formerly was a portfolio manager at Madison Trading LLC responsible for investing firm capital in North American securities utilizing price arbitrage strategies. Mr. Eckel also formerly worked in the Proprietary Equity area of Scotia Capital Markets in Toronto, Canada. At Scotia Capital Markets, he managed firm capital using relative value trading strategies across a wide range of North American equity and debt instruments.

Before joining Scotia Capital Markets, Mr. Eckel was a Financial Analyst at Banco Sud Americano in Santiago, Chile, where he analyzed publicly traded Latin American companies and provided advice to emerging market investors.

Until 1995, Mr. Eckel was an Economist and Policy Analyst for the Government of Canada provided in-depth analysis to Cabinet and senior levels of government across a wide range of economic policy issues. While there, he served at the Treasury Board Secretariat, the Department of Finance (International Economic Relations Division), and the Privy Council Office.

Mr. Eckel is a faculty member of the New York Institute of Finance, has been a guest lecturer at the Woodrow Wilson School of Public and International Affairs at Princeton University and has developed numerous courses on Alternative Investments, Equity Valuation and Financial Accounting.

Areas of Expertise:

Portfolio Management

Equity Analysis

Alternative Investments

Education:

Chartered Financial Analyst

M.A., Economics, McGill University

B.A., Economics (Honors), McGill University

Membership(s):

CFA Institute

Director, Investment Committee, Church of the Incarnation (NY City)

Courses: