Chi Lee

Chi Lee Email and Phone Number

Chief Investment Officer @ Single Family Office
London, GB
Chi Lee's Location
London, England, United Kingdom, United Kingdom
Chi Lee's Contact Details

Chi Lee personal email

n/a
About Chi Lee

Chi has managed a wide range of institutional mandates, directly operating strategies from illiquid credit to statistical arbitrage, either as Portfolio Manager or as Chief Investment Officer with more than 20 years of investment experience. He is proficient in machine learning algorithms and is fluent at coding in different languages and technology stacks. He applies his full capabilities to leading FountainArc as the Founder and Chief Executive Officer. He also serves as the Chief Risk Officer of a multi-billion euro Single Family Office.He was previously the Chief Investment Officer of Agenda Invest from June 2015 to March 2018. Agenda Invest is a Swiss-based family office overseeing US$1bn of assets. He oversaw the investment process and led the eight-strong Investment Committee investing across all markets and asset types, implementing Expected Drawdown Management across investment mandates within the family office. He was responsible for automating a significant proportion of the investment process.Previous to Agenda Invest, Chi was responsible for managing more than US$1bn AUM in institutional mandates at GAM as the Head of Investment Risk and Portfolio Manager. He launched and lead managed all institutional alternative premia mandates until he left in November 2014. He successfully grew the strategy in a partnership with Barclays from an initial US$50m seed investment in 2011 as a result of developing state-of-the-art quantitative techniques.Prior to joining GAM in January 2008, he originated and structured credit derivatives on the Fixed Income trading floor with Morgan Stanley starting 2005 and before that, starting in 2001, he was Head of Quantitative Research with a fund that is now part of LGT Capital. Even prior to that, Chi spent a few years in project finance, reviewing, developing and financing large infrastructure projects around the world.He was awarded a BA with triple First Class Honours in Computer Science from Cambridge University and an MBA With Honors in Finance from the Wharton School where he was a Fulbright Scholar. He is currently approved by the UK FCA and has been approved by the US SEC and HK SFC. He is also a certified FRM with the Global Association of Risk Professionals.

Chi Lee's Current Company Details
Single Family Office

Single Family Office

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Chief Investment Officer
London, GB
Website:
-
Employees:
1429
Chi Lee Work Experience Details
  • Single Family Office
    Chief Investment Officer
    Single Family Office
    London, Gb
  • Fountainarc
    Chief Executive Officer
    Fountainarc May 2018 - Present
    Surrey, England, Gb
    Lead portfolio management and technology development
  • Single Family Office
    Chief Risk Officer
    Single Family Office Aug 2023 - Present
    Multi-billion euro AUM. All asset classes.
  • Agenda Invest
    Investment Committee Member
    Agenda Invest Apr 2018 - Present
    Lugano, Ch
    Senior Advisor to the Investment Committee
  • Agenda Invest
    Chief Investment Officer
    Agenda Invest Aug 2015 - Mar 2018
    Lugano, Ch
    Agenda Invest is an institutional investment office. Agenda's experience spans globally across all investment strategies and our expertise is in anticipating the coming market cycle to provide the best investment solutions for sustainable capital growth. Our clients range from successful families through to global institutions and we oversee above US$1bn in AUA. http://www.agendainvest.com
  • Riverrock European Capital Partners Llp
    Interim Chief Technology Officer
    Riverrock European Capital Partners Llp Oct 2019 - Apr 2020
    London, England, Gb
    Led technology policy and interacted with potential institutional clients as the CTO on an interim basis
  • Gam
    Portfolio Manager, Head Of Investment Risk
    Gam Jan 2008 - Nov 2014
    Zurich, Ch
    Led portfolio management of over US$1bn of pension and endowment capital in liquid alternative strategiesInitiated and developed GAM's first liquid alternative product line
  • Morgan Stanley
    Securitized Products Group
    Morgan Stanley May 2005 - Dec 2007
    New York, Ny, Us
    Originated and structured credit derivatives securities on the Morgan Stanley trading floor
  • Kgr Capital (Acquired By Lgt Capital Partners)
    Head Of Quantitative Research
    Kgr Capital (Acquired By Lgt Capital Partners) 2002 - 2004
  • Intergen
    Infrastructure Financing And Development
    Intergen 2000 - 2002
    Edinburgh, Scotland, Gb
  • Arthur Andersen (1885 -> 2002) Official
    Strategic And Financial Consulting
    Arthur Andersen (1885 -> 2002) Official 1995 - 2000

Chi Lee Skills

Portfolio Management Artificial Intelligence Deep Learning Financial Risk Alternative Investments Fixed Income Equities Asset Management Investment Management Asset Allocation Investment Strategies Derivatives Project Finance Equity Research Software Engineering Investments Investment Banking Financial Modeling Capital Markets Financial Markets Mutual Funds Emerging Markets Valuation Private Equity Finance Risk Management Trading Due Diligence Corporate Finance Financial Analysis Wealth Management Bonds Financial Services Financial Advisory Options Securities Fx Options Equity Derivatives Investment Advisory Equity Trading Commodity Markets Foreign Exchange Trading Java Vba Javascript Neural Networks Bond Markets Global Investment Management

Chi Lee Education Details

  • The Wharton School
    The Wharton School
    Finance
  • University Of Cambridge
    University Of Cambridge
    Computer Science
  • Trinity School Of John Whitgift
    Trinity School Of John Whitgift
    10 Gcses

Frequently Asked Questions about Chi Lee

What company does Chi Lee work for?

Chi Lee works for Single Family Office

What is Chi Lee's role at the current company?

Chi Lee's current role is Chief Investment Officer.

What is Chi Lee's email address?

Chi Lee's email address is ch****@****est.com

What schools did Chi Lee attend?

Chi Lee attended The Wharton School, University Of Cambridge, Trinity School Of John Whitgift.

What skills is Chi Lee known for?

Chi Lee has skills like Portfolio Management, Artificial Intelligence, Deep Learning, Financial Risk, Alternative Investments, Fixed Income, Equities, Asset Management, Investment Management, Asset Allocation, Investment Strategies, Derivatives.

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