I began my career at an early age as a student of technical and economic analysis from my father. John Lee was owner and commodity manager for the family business. His knowledge and regular use of economics relating to futures and commodity markets became a launching pad for my career.
My dream at the age of sixteen was to manage assets dedicated to investments and strategies of my choosing. My continuous pursuit of financial markets knowledge and experience landed me in that very position in 2014 where I lead the investment committee for a large multi-strategy investment fund focusing on private markets including private equity, venture capital, and real estate.
Initially focused on technical factors in relation to underlying fundamentals, I was able to build an understanding of the global investment marketplace. I held an equity trader position with a large investment services firm in 2002 where I developed skills as an investment manager.
In 2003 I co-founded an investment management company which diversified into managed futures and foreign exchange. I became a highly successful investor, taking large calculated risks in concentrated positions.
With this experience I consulted with companies producing billions of dollars in sales and managing tens of billions of dollars in physical and financial assets.
I have 27 years invested in gathering industry experience & crafting my investment management and consulting abilities; leading teams, family offices, investors, and global companies on strategy & capital management initiatives. I spend my waking hours shaping innovative approaches to solving complex issues.
I find the greatest rewards in helping investors and organizations grow & find clarity in their capital management activities; whether that entails coordination of advisors, investment selection and analysis, lending and credit, developing an asset allocation strategy, due diligence, strategic tax planning. I believe in a leader’s intuition but also in working with advisors/boards/family members to unlock the value of big data with predictive analytics to support capital management decisions.
I am fortunate to have worked with diverse & dynamic teams across a range of clients (institutions, family offices, UHNW investors). I am intrigued by effective leadership. I applaud inclusion & collaboration; I try never to underestimate the power of purpose.
I am a thought leader on the global megatrends that are shaping future paths for business & society. I enjoy applying emerging trends to create opportunities and exceed client objectives.
The driving purpose for all I do is to connect with people who have the desire, energy, resources, and share my passion for a better future for others, society, environment, and the world.
Outside of family, other big passions for me include economic development and volunteering my time with various local and international organizations whose mission is to improve this world for all.
I am highly-driven to create a bright future for people, clients & economy. I'm also an avid adventure motorcyclist with a mission to #RideTheWorld. Please join me on Twitter @_MichaelJLee.