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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.
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Chief Investment OfficerSingle Family OfficeLondon, Gb -
Chief Executive OfficerFountainarc May 2018 - PresentSurrey, England, GbLead portfolio management and technology development -
Chief Risk OfficerSingle Family Office Aug 2023 - PresentMulti-billion euro AUM. All asset classes.
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Investment Committee MemberAgenda Invest Apr 2018 - PresentLugano, ChSenior Advisor to the Investment Committee -
Chief Investment OfficerAgenda Invest Aug 2015 - Mar 2018Lugano, ChAgenda 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 -
Interim Chief Technology OfficerRiverrock European Capital Partners Llp Oct 2019 - Apr 2020London, England, GbLed technology policy and interacted with potential institutional clients as the CTO on an interim basis -
Portfolio Manager, Head Of Investment RiskGam Jan 2008 - Nov 2014Zurich, ChLed portfolio management of over US$1bn of pension and endowment capital in liquid alternative strategiesInitiated and developed GAM's first liquid alternative product line -
Securitized Products GroupMorgan Stanley May 2005 - Dec 2007New York, Ny, UsOriginated and structured credit derivatives securities on the Morgan Stanley trading floor -
Head Of Quantitative ResearchKgr Capital (Acquired By Lgt Capital Partners) 2002 - 2004
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Infrastructure Financing And DevelopmentIntergen 2000 - 2002Edinburgh, Scotland, Gb -
Strategic And Financial ConsultingArthur Andersen (1885 -> 2002) Official 1995 - 2000
Chi Lee Skills
Chi Lee Education Details
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The Wharton SchoolFinance -
University Of CambridgeComputer Science -
Trinity School Of John Whitgift10 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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