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 manufacturing and global distribution business. His knowledge and regular use of economics relating to futures and commodity markets became a launching pad for my career. 

Initially focused on technical factors in relation to underlying fundamentals, I was able to build an understanding of the global investment marketplace.

 

In 2003 I co-founded an investment management company which diversified into managed futures and foreign exchange. I became a successful investor, taking large calculated risks in concentrated positions.

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.

These skills honed my ability to identify the driving factors of highly successful companies. Further research and experience allowed me to develop the ability to transform existing businesses into the great company the founders originally envisioned.

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 & developing my craft; 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 organizations grow & find Strategy Clarity; whether that entails building effective teams, evaluating efficiencies, raising capital, project analysis, lending and credit, developing a capital allocation strategy, technology enablement. I believe in a leader’s intuition but also in working with advisors/boards/team members to unlock the value of big data with predictive analytics to support business decisions.

I am fortunate to have worked with diverse & dynamic teams across a range of clients (global businesses, 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.