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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.
Abingdon Global, Llc
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Sr. StrategistAbingdon 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.
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FounderEz-Drinks, Llc May 2016 - PresentWinner of America's Big Deal - Season 1, Episode 10 - Season FinaleCreator of EZ-Drinks cocktail creation.www.ez-drinks.com
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Sr. Strategist & Head Of TradingArchangel Global Investors Oct 2013 - Jan 2015Irvine, Ca, UsArchangel 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. -
Director Of InvestmentsFamily 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.
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Sr. StrategistLyncean 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.
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Sr. Research Analyst & Head Of TradingProtégé Partners Jan 2007 - May 2009Protégé 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.
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Lead ResearcherYale University Jun 2005 - Jun 2007Conducted all primary research for following two courses • 20th Century Financial Booms & Busts• The History of Hedge Funds.
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Sr. Equity StrategistCorus Capital Management, Llc Sep 2006 - Dec 2006Corus 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.
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Sr. Research AnalystBessent Capital, Llc Jan 2004 - Jul 2006Bessent 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
Lee Morgan Education Details
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University Of Pittsburgh Katz Graduate School Of BusinessFinance And Economics -
University Of PittsburghPolitical 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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