Instructor

Lance Eckel

Practical Experience:

Lance Eckel is a New York Institute of Finance faculty member who specializes in Equity Valuation, Portfolio Management and Alternative Investments. Mr. Eckel is the co-founder of the Geneva Arbitrage Fund, a Pennsylvania-based private investment fund. The Geneva Arbitrage Fund concentrates on the areas of merger arbitrage and relative valuation investing. As the co-manager of the Geneva Arbitrage Fund, Mr. Eckel employs extensive fundamental analysis of publicly traded companies and their securities in creating 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. He incorporated various financial instruments deployed across investment strategies that included pairs trading, merger arbitrage, and balance sheet arbitrage.

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 primarily marketneutral 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, providing 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.

Areas of Expertise:

Financial Statement Analysis

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

Courses: