David Lee Email & Phone Number

Hong Kong Sar

Hong Kong

Was the CIO for all Asia ex-Japan equity strategies with a total AUM of over US$2 bill. Formulate and communicate the overall investment strategy to clients, manage a team of 11 portfolio managers and research analysts, in addition to directly managing an Asia regional funds.Investment philosophy based is based upon fundamental research with a macro risk control. Owning high quality companies, attractive growth outlook, at a valuation discount.• Successfully launched the Samsung Asia Dividend Growth Fund to Korean institutional and retail clients. Was instrumental in developing the product strategy, implementing the investment process, and marketing the new fund.

Greenwich, Ct

Was an investment committee member of a global emerging markets fund which peaked at $4.5 billion. Presented investment philosophy, process and outlook to new and existing clients. Direct research responsibility for companies within Asia ex-energy, material, industrial and utility sectors.

New York, Ny

Was an investment committee member and responsible for Asia long/short equity investments reporting to the CIO as part of a new global EM multi-strategy fund. Responsible for generating, sizing, and managing the risk of trade ideas. Managed a team of four research analysts and a trader in Singapore.

Oxnard, Ca

Was a senior management team member and managed all financial aspects of a semiconductor company manufacturing integrated circuits using gallium arsenide PHEMT technology. Raised $29 million ($17 million cash and $12 million technology) at a $62.5 million post money valuation from investors such as Cisco and Rockwell. Successfully built a clean room for high-end semiconductor manufacturing.

Greater New York City Area

Reporting to the MD of International equity, was responsible for all aspects of managing, building and growing a global emerging markets fund. Recruited and managed a team of five dedicated emerging markets professionals. Was promoted to lead portfolio manager for the global EM fund in January 1996.

Greater Los Angeles Area

Wrote initiation coverage research reports on Companhia Vale do Rio Doce (CVRD), the largest Brazilian mining company, and Telecom & Telefonica de Argentina which were distributed to institutional investors.

Greater New York City Area

Performed credit analysis and marketed commercial and investment banking products to large Korean multinational companies int he U.S.

Bs, Finance And Multinational Management

Master Of Business Administration (Mba), Finance, General