Lee Morgan

Lee Morgan Email and Phone Number

Entrepreneur & Hedge Funds @
Lee Morgan's Location
New York, New York, United States, United States
Lee Morgan's Contact Details
About Lee Morgan

Experienced start-up founder with an extensive history of working in the investment management industry. Skilled in Trading, Investment Management, Global Macro Economics, Equities, Macro Hedge Funds, Derivatives, Idea generation and Valuation. Strong business development professional and holder of two U.S. patents. An education background including; an MBA focused in Finance and Economics from University of Pittsburgh - Joseph M. Katz Graduate School of Business as well as a BA in Political Science from the University of Pittsburgh.

Lee Morgan's Current Company Details
Abingdon Global, LLC

Abingdon Global, Llc

Entrepreneur & Hedge Funds
Lee Morgan Work Experience Details
  • Abingdon Global, Llc
    Sr. Strategist
    Abingdon Global, Llc Mar 2015 - Present
    • Evaluating investment opportunities from a global macro perspective. Generated investment ideas ranging from macro investments to individual stocks, developed through a fundamental top-down approach. • Meetings with companies’ management, industry consultants, strategists, economists, hedge fund managers and other analysts for research purposes.
  • Ez-Drinks, Llc
    Founder
    Ez-Drinks, Llc May 2016 - Present
    Winner of America's Big Deal - Season 1, Episode 10 - Season FinaleCreator of EZ-Drinks cocktail creation.www.ez-drinks.com
  • Archangel Global Investors
    Sr. Strategist & Head Of Trading
    Archangel Global Investors Oct 2013 - Jan 2015
    Irvine, Ca, Us
    Archangel Global a start-up US focused Long/Short - Liquid Private Equity Hedge Fund.• Evaluated long/short equity opportunities within a global macro framework and generate investment ideas.• Met with companies’ management, industry consultants, strategists, economists, hedge fund managers and other analysts for research purposes.
  • Family Office
    Director Of Investments
    Family Office Jan 2012 - Dec 2013
    • Responsible for conducting due diligence and making recommendations on current and potential private equity and public investments. • Responsible for the current asset allocation of the family’s portfolio.
  • Lyncean Capital Management
    Sr. Strategist
    Lyncean Capital Management Mar 2010 - Jun 2011
    • Evaluated opportunities within a global macro framework. Investment ideas ranged from macro trades to individual stocks; developed through a fundamental top-down approach.• Responsible for execution approval of all trades in the portfolio. • Met with companies’ management, industry consultants, strategists, economists, hedge fund managers and analysts.• Conducted investment research in the following areas: Developed & Emerging Markets equities and fixed income as well as commodities and currencies.
  • Protégé Partners
    Sr. Research Analyst & Head Of Trading
    Protégé Partners Jan 2007 - May 2009
    Protégé Direct Master Fund is a $250MM Global Macro Hedge Fund managed by Scott Bessent within Protégé Partners. Protégé Partners is a $3.0B fund of hedge funds.• Evaluated investment opportunities from a global macro perspective and presented findings/ideas to the PM’s. Investment ideas ranged from macro investments to individual stocks and developed through a fundamental top-down approach. • Responsible for advising team on key geo-political and financial market developments and evaluating the implications on our strategies and portfolio.• Oversaw two junior analysts on investment research projects.• Met with companies’ management, industry consultants, strategists, economists, hedge fund managers and other analysts as well as travelled domestically and internationally for conferences and for research purposes.• Conducted investment research in the following areas: Developed & Emerging Markets equities and fixed income as well as commodities and currencies.• Responsible for the execution of all trades and hedging for Protégé Direct Master Fund as well as for Protégé Partners. • Responsible for managing relationships with executing brokers, research firms and prime brokers as well as risk, commission and portfolio position reports.
  • Yale University
    Lead Researcher
    Yale University Jun 2005 - Jun 2007
    Conducted all primary research for following two courses • 20th Century Financial Booms & Busts• The History of Hedge Funds.
  • Corus Capital Management, Llc
    Sr. Equity Strategist
    Corus Capital Management, Llc Sep 2006 - Dec 2006
    Corus Capital Management was a $250MM Asia focused Global Macro Hedge Fund. · Responsible for formulating an investment strategy using equities as the investment vehicle as well as developing the macro themes for the equity team and the fund. · Responsible for hiring and managing a team of three equity analysts in New York and Sydney. · Responsible for analyzing research reports and findings generated by the analysts. · Evaluated investment opportunities from a global macro perspective and presented findings/ ideas to the PM on a regular basis. Investment options ranged from macro investments to individual stocks and were primarily developed through a fundamental top-down approach. · Responsible for advising fund members on key geo-political and financial market developments and evaluating the implications on our market strategies/biases and on our current positions/portfolio. · Met with companies' management, industry consultants, strategists, economists and worked closely with buy and sell side analysts as well as travelled domestically and internationally for conferences and for research purposes. · Responsible for daily calls with the New York office to discuss market developments and implications for the current equity positions. · Managed a weekly equity meeting within the firm to discuss investment ideas and to ensure the analysts were managing their time wisely in the research process.
  • Bessent Capital, Llc
    Sr. Research Analyst
    Bessent Capital, Llc Jan 2004 - Jul 2006
    Bessent Capital was a $200MM Global Macro Hedge Fund managed by Scott Bessent. · Evaluated investment opportunities from a global macro perspective and presented findings/ ideas to the PM on a regular basis. Investment options ranged from macro investments to individual stocks and were primarily developed through a fundamental top-down approach. · Worked closely with the Trader, Technical Analyst and PM to find world-wide investment opportunities. · Conducted investment research in the following areas: US, EU, Asia, Emerging Markets as well as equities, fixed income, commodities and currencies. · Responsible for advising fund members on key geo-political and financial market developments and evaluating the implications on our market strategies/biases and on our current positions/portfolio. · Responsible for performing statistical research, valuations and analyzing financial statements. · Met with companies' management, industry consultants, strategists, economists, and worked closely with buy and sell side analysts as well as travelled domestically and internationally for conferences and for research purposes.

Lee Morgan Skills

Equities Hedge Funds Options Valuation Commodities Fixed Income Portfolio Management Derivatives Trading Investments Commodity Investment Management Investment Strategies Private Equity Capital Markets Asset Allocation Emerging Markets Finance Alternative Investments

Lee Morgan Education Details

  • University Of Pittsburgh Katz Graduate School Of Business
    University Of Pittsburgh Katz Graduate School Of Business
    Finance And Economics
  • University Of Pittsburgh
    University Of Pittsburgh
    Political Science

Frequently Asked Questions about Lee Morgan

What company does Lee Morgan work for?

Lee Morgan works for Abingdon Global, Llc

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

Lee Morgan's current role is Entrepreneur & Hedge Funds.

What is Lee Morgan's email address?

Lee Morgan's email address is le****@****ail.com

What is Lee Morgan's direct phone number?

Lee Morgan's direct phone number is +191720*****

What schools did Lee Morgan attend?

Lee Morgan attended University Of Pittsburgh Katz Graduate School Of Business, University Of Pittsburgh.

What skills is Lee Morgan known for?

Lee Morgan has skills like Equities, Hedge Funds, Options, Valuation, Commodities, Fixed Income, Portfolio Management, Derivatives, Trading, Investments, Commodity, Investment Management.

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