Fundraising Fox

Chi Lee

Investor

Advisory Member to the Investment Committee at Agenda Invest AG

London, England, United Kingdom

About

Chi Lee is an Advisory Member to the Investment Committee of Agenda Invest. He previously served as Head of Investment Risk and Portfolio Manager at GAM, where he managed US$1bn in institutional mandates and built out alternative premia strategies until 2014, after earlier roles structuring credit derivatives at Morgan Stanley and leading quantitative research at a fund now part of LGT Capital. He holds a BA in Computer Science from Cambridge University and an MBA in Finance from the Wharton School, and is a certified FRM.

Experience

  1. Panther Bay Capital (Single Family Office)Chief Risk Officercurrent2023 — present
  2. Panther Bay Capital (Single Family Office)Chief Investment Officer2024 — 2026Hamburg, Germany
  3. FountainArcChief Executive Officercurrent2018 — present
  4. Agenda InvestInvestment Committee Member2018 — 2025London Area, United Kingdom
  5. Agenda InvestChief Investment Officer2015 — 2018London Area, United Kingdom
  6. RiverRock European Capital Partners LLPInterim Chief Technology Officer2019 — 2020London Area, United Kingdom
  7. GAMPortfolio Manager and Head of Investment Risk2009 — 2014London Area, United Kingdom
  8. GAMPortfolio Manager, Credit2008 — 2009United Kingdom
  9. Morgan StanleyCredit Derivatives, Origination and Structuring2005 — 2007New York City Metropolitan Area
  10. KGR Capital (acquired by LGT Capital Partners)Head of Quantitative Research2002 — 2004Hong Kong SAR
  11. InterGenPower Infrastructure, Financing and Development2000 — 2002Hong Kong SAR
  12. Arthur Andersen (1885 -> 2002) OfficialStrategic and Financial Consulting1995 — 2000London

Education

  1. The Wharton SchoolMaster of Business Administration (M.B.A.), Finance2004 — 2006
  2. University of CambridgeBachelor of Arts - BA, Computer Science1996 — 1999
  3. Trinity School Croydon2 STEP Papers, 4 A Levels1986 — 1995

Skills & more

Portfolio ManagementArtificial IntelligenceDeep LearningFinancial RiskAlternative InvestmentsFixed IncomeEquitiesAsset ManagementInvestment ManagementAsset AllocationInvestment StrategiesDerivatives
+12 moreProject FinanceEquity ResearchSoftware EngineeringInvestmentsInvestment BankingFinancial ModelingCapital MarketsFinancial MarketsJavaVBAJavaScriptMutual Funds

Languages English

  • Certified Financial Risk Manager (FRM)Global Association of Risk Professionals (GARP)

From Chi's professional profile.

Colleagues at Agenda Invest AG

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Where does Chi Lee work?
Chi Lee is Advisory Member to the Investment Committee at Agenda Invest AG.

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