Peter Lee Email & Phone Number

Greater New York City Area

The firm is a multiple-strategies global equity manager for family offices and institutional clients• Analysis and recommendations for IPO, secondary offering, and other publicly traded equity transactions• Conducted industry, potential market, company and financial statement analysis; Constructed revenue and valuation model• Attend non-public and publicly traded management meetings and sector conferences

台灣

The firm is one of leading domestic fund managers in Taiwan, with total AUM of US$2+ billion• Conducted discretionary trades for convertible bonds with total budget of $1.5 million and annual target of $300,000 in profit • Implemented bottom-up fundamental research across various industries and companies • Designed and updated financial models for both existing and prospective positions• Monthly presented analysis and commentary to senior manager for capital market and economic trends in the US, China, and Taiwan • Developed analytic financial reports to analyze risk profiles among investment targets

台灣

The firm is the fourth-largest shipping company globally, with over 150 container ships calling on 240 ports in 80 countries• Led M&A project ; conducted valuation of the company and drafted memoranda and contracts with a cross-functional team; prepared progress report for board of directors• Prepared and analyzed consolidated financial statements of a foreign subsidiary; reported results and provided variance analysis with improvement recommendation to the CFO• Provided risk analysis and financial projection for a foreign subsidiary• Managed $300+ million fund operation of a foreign subsidiary• Established cash flow forecasts and built financial plan

台灣

• Provided consulting services and assisted customers to construct comprehensive financial plans• Evaluated performance and risk for high net worth clients’ investment portfolios using a variety of sophisticated software and analytical techniques

台灣

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

Activities and Societies: Columbia Student Investment Management Association, PE/VC Club, Greater China Association, Asia Business.

Bachelor Of Business Administration (B.B.A.), Finance, General