Daniel Lancz

Portfolio Manager-Equities at

First Trust Capital Management LP

Finance

Consumer Services

Profile

Mr. Daniel M.
Lancz is a Portfolio Manager at First Trust Capital Management LP.
He continues to oversee investment research for the merger arbitrage strategy at the firm.
Prior to joining First Trust, he served as Director of Research for Glenfinnen Capital, LLC.
He was also previously Director of Research of a separate merger arbitrage hedge fund, Augusta Capital Management.
He earned a Bachelor of Science from Miami University, located in Oxford, Ohio.

Daniel Lancz active positions

Companies	Position	Start
First Trust Capital Management LP First Trust Capital Management LP Investment ManagersFinance FTCM offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.	Portfolio Manager-Equities	01/01/2014

All active positions of Daniel Lancz

Former positions of Daniel Lancz

Companies	Position	End
Vivaldi Asset Management LLC Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi specializes in structuring and managing both single and multi-strategy registered public funds. The firm combines rigorous research and risk management processes with disciplined portfolio construction and management.	Portfolio Manager-Equities	30/11/2021
Highland Capital Management LP Highland Capital Management LP Investment ManagersFinance Highland is a global alternative fixed income manager that specializes in bank loans, high yield credit, distressed debt, structured products, real assets, and long-short equities, with a global geographic reach. The firm’s investment philosophy is rooted in a value-oriented, long-term approach, which combines bottom-up research with top-down technical market analysis. Their analysts follow a rigorous and time-tested bottom-up credit analysis for each credit they manage. Highland is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.	Director of Research - Equity	01/03/2010
Augusta Capital Management LP	Corporate Officer/Principal	-
Glenfinnen Capital LLC Glenfinnen Capital LLC Investment ManagersFinance Provides investment advice	Director of Research - Equity	-

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Private companies	6
Highland Capital Management LP Highland Capital Management LP Investment ManagersFinance Highland is a global alternative fixed income manager that specializes in bank loans, high yield credit, distressed debt, structured products, real assets, and long-short equities, with a global geographic reach. The firm’s investment philosophy is rooted in a value-oriented, long-term approach, which combines bottom-up research with top-down technical market analysis. Their analysts follow a rigorous and time-tested bottom-up credit analysis for each credit they manage. Highland is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.	Finance
Augusta Capital Management LP
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Glenfinnen Capital LLC Glenfinnen Capital LLC Investment ManagersFinance Provides investment advice	Finance
Vivaldi Asset Management LLC Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi specializes in structuring and managing both single and multi-strategy registered public funds. The firm combines rigorous research and risk management processes with disciplined portfolio construction and management.	Finance
First Trust Capital Management LP First Trust Capital Management LP Investment ManagersFinance FTCM offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.	Finance