Daniel Lancz
Portfolio Manager-Equities at First Trust Capital Management LP
Network origin in Daniel Lancz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Highland Capital Management LP
 Highland Capital Management LP Investment ManagersFinance Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts).
78
| Subsidiary | Investment Managers | 78 |
Vivaldi Asset Management LLC
 Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi Asset Management LLC (Vivaldi) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded by David A. Sternberg in 2013 and they are a subsidiary of Vivaldi Holdings LLC. Vivaldi Asset Management provides alternative solutions to retail investors through independent advisors, broker-dealers, and self-directed accounts.
8
| Extinct | Investment Managers | 8 |
First Trust Capital Management LP
 First Trust Capital Management LP Investment ManagersFinance Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021.
8
| Subsidiary | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Daniel Lancz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
OmniMax International LLC
 OmniMax International LLC AluminumNon-Energy Minerals OmniMax International, Inc. engages in the manufacture of transportation and building products. Its products include aluminium, steel, vinyl, copper, specialty coated coils, metal wall and roof systems, metal and vinyl rain carrying systems, soffit and fascia systems, roofing accessories, aluminium and vinyl windows and doors, patio, aluminium recreational vehicle doors, windows and sidewalls, and aluminium bath and shower enclosures. The company was founded in 1996 and is headquartered in Peachtree Corners, GA. | Aluminum | Director/Board Member Director/Board Member | |
| BIOSYNTECH, INC. | Pharmaceuticals: Major | Director/Board Member Director/Board Member | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Whitebox Advisors LLC
 Whitebox Advisors LLC Investment ManagersFinance Whitebox Advisors LLC (Whitebox) is an independent, SEC-registered investment advisor and alternative asset manager headquartered in Minneapolis, Minnesota. Founded in 1999, Whitebox manages and advises private investment funds. They also offers advisory services to separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities | |
| NEXPOINT DIVERSIFIED REAL ESTATE TRUST | Real Estate Investment Trusts | Director of Finance/CFO Chairman General Counsel General Counsel | |
White Oak Global Advisors LLC
 White Oak Global Advisors LLC Investment ManagersFinance White Oak Global Advisors LLC (White Oak Global Advisors) is a private equity firm founded in 2007 by Andre A. Hakkak. The company is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
NexPoint Asset Management LP
 NexPoint Asset Management LP Investment ManagersFinance NexPoint Asset Management LP (NexPoint AM) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1993 as Pyxis Capital LP and changed its name from Highland Capital Management Fund Advisors LP to NexPoint Asset Management LP in 2022. They are a subsidiary of Highland Capital Management Services, Inc., which is owned by Highland Capital Healthcare Advisors GP LLC. NexPoint AM manages a suite of registered investment vehicles that provide access to alternative investments for both institutional and retail investors. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Fxd Inc Portfolio Manager-Equities Chief Investment Officer | |
| Highland Socially Responsible Equity Fund | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Corporate Secretary | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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-Equity Director of Research - Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
Cboe Exchange, Inc. (Illinois)
 Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Vivaldi Capital Management LP
 Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Investment Managers | President Chief Executive Officer Director of Research - Equity Chief Investment Officer Analyst-Equity Analyst-Equity Analyst-Equity | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
CR Group LP
 CR Group LP Investment ManagersFinance CR Group LP (CRG) is a venture capital firm founded in 2003 by Charles Tate. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor President Private Equity Investor | |
ORIX Corporate Capital, Inc.
 ORIX Corporate Capital, Inc. Investment ManagersFinance ORIX Corporate Capital, Inc. is a private equity firm subsidiary of ORIX USA Corp founded in 1983. The firm is headquartered in Dallas, Texas. | Investment Managers | Corporate Officer/Principal Private Equity Investor Private Equity Analyst | |
| SWK HOLDINGS CORPORATION | Finance/Rental/Leasing | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
PBS Capital Management LLC
 PBS Capital Management LLC Investment ManagersFinance Founded in 2009 by Winston Black, Jody Staggs and Brett Pope, PBS Capital Management LLC is a hedge fund manager located in Addison, Texas | Investment Managers | Corporate Officer/Principal Founder Founder | |
JPMorgan Infrastructure Investments Group
 JPMorgan Infrastructure Investments Group Investment ManagersFinance J.P. Morgan Infrastructure Investments Group (J.P. Morgan Infrastructure) is an infrastructure private equity firm founded in 2006. The firm headquartered located in New York, United States with an additional office in London, Hong Kong, Singapore and Mumbai. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Oklahoma | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
Carey International, Inc.
 Carey International, Inc. Other TransportationTransportation Carey International, Inc. engages in the provision of chauffeured vehicle services. Its services include airport limousine services, hourly charters, special occasions, road show and tours and sightseeing. The company was founded by J. P. Carey in 1921 and is headquartered in Frederick, MD. | Other Transportation | Director/Board Member Director/Board Member | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| HIGHLAND GLOBAL ALLOCATION FUND | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Chairman |
Statistics
International
| United States | 42 |
| Canada | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 18 |
| Health Technology | 3 |
| Miscellaneous | 3 |
| Non-Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 71 |
| Director/Board Member | 61 |
| Portfolio Manager-Equities | 58 |
| Analyst-Equity | 49 |
Most connected contacts
| Insiders | |
|---|---|
| Brian Mitts | 49 |
| Ethan Powell | 32 |
| Maureen Mitchell | 19 |
| Michael Peck | 18 |
| William Lane Britain | 16 |
| Winston Black | 11 |
| Nate Hukill | 11 |
| Peter Strzalkowski | 10 |
| Michael S. Colvin | 10 |
| Trey Parker | 10 |
| Michael Dean Rich | 9 |
| David W. Lancelot | 9 |
| Michael Gregory | 9 |
| Matthew S. Okolita | 8 |
| Owen D. Hill | 8 |
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