David Zee, Cfa Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

• Leader of fixed income asset class responsible for providing thought leadership on manager structure and executing comprehensive manager research process to fulfill client mandates• Conduct, monitor, and evaluate fixed income investment managers to identify best in class opportunities o Perform extensive qualitative due diligence on organizational structures and investment processes o Analyze performance results and active risks relative to expectations, benchmarks, and peer competitors o Engage with senior executive decision makers, and examine collaterals to understand competitive advantages and core competence o Synthesize and articulate investment ideas to internal committees, client Board members and their internal investment staff• Strategize with field consultants, OCIO team, and clients by originating customized solutions to achieve their desired exposures• Advanced, innovated, and enhanced research process to optimize data analysis and workflow management• Presenter and moderator at Callan and industry conferences; educator at Callan College for Investment Managers• Mentor and manage analysts and associates

Santa Monica, Ca, Us

• Senior voting member of the Investment Strategy Committee which established multi-asset investment outlooks for client model portfolios, the Investment Committee which oversaw client advisory recommendation process• Conducted in-depth due diligence of investment managers and strategies• Lead portfolio manager for sub-advised taxable core fixed income strategy, and regularly updated the Investment Committee on global economic and capital market conditions• Made recommendations and presented opinions to institutional consulting clients and internal portfolio managers• Mentored junior analysts on investment acumen and financial systems to increase knowledge and productivity

Los Angeles, Ca, Us

Co-managed top-down global equity strategy, which utilized derivatives futures and swaps, fixed income securities, and optimized baskets of stocks to gain active exposures• Seasoned experience in both top-down macro investing and bottom-up fundamental analysis• Extensive knowledge of global equity and fixed income markets, portfolio management, and trading• Created and monitored multivariate factor models based on global macroeconomic and fundamental data • Competent in risk model optimization and conversant in modern risk management techniques• Conducted scenario analysis to understand and forecast portfolio performance• Orchestrated strategy implementation by collaborating with traders to seek best execution • Communicated market outlooks, strategies and analyses to investment policy committees, clients and consultants• Versatile and creative to provide ad hoc solutions, at times outside of the investment scope • Mentored and supported junior professional career developments

San Francisco, California, Us

Managed fixed-income and balanced portfolios for fiduciary trust and private bank’s high net worth individuals. Contributed as a member of the asset allocation team which formulated strategic and tactical allocation guidelines for investment managers to follow. Performed fundamental equity analysis in US retail industry prior to strategy team appointment.

San Francisco, California, Us

• Provided full-service brokerage to high net worth individuals and customized solutions for small businesses• Focused on business development and co-managed $550 million of balanced portfolios• Assets under management averaged 15% growth per annum

Master Of Business Administration (M.B.A.), Finance

Bachelor'S Degree, Biology, Economics Minor