Profiel
Mr. Wailam W.
Lee is a Partner & Senior Portfolio Manager of Convertible Strategies at Palisade Capital Management LLC.
He is a member of the firm’s Investment Committee.
Prior to his promotion to Senior Portfolio Manager in October 2015, he was Co-Portfolio Manager and Senior Vice President of Research for the firm’s Convertible Securities strategies.
Prior to joining Palisade in 2006, he was a Portfolio Manager at Loxias Fund Management, a capital structure arbitrage hedge fund.
He was previously a Director in the mergers & acquisitions group at Sony Corporation of America, an Investment Banking Associate at Lehman Brothers, and an Equity Analyst at Delphi Management, with a focus on small cap value.
He received his M.B.A. from the Stern School of Business at New York University and his B.A. in Biology from Yale University.
Actieve functies van Bill Lee
| Bedrijven | Functie | Begin |
|---|---|---|
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves. | Lid van de Investeringscommissie | 01-05-2006 |
Eerdere bekende functies van Bill Lee
| Bedrijven | Functie | Einde |
|---|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments. | Corporate Officer/Principal | - |
Sony Corporation of America
Sony Corporation of America Computer Processing HardwareElectronic Technology Manufactures optical disks and tape, blank, compact laser discs, prerecorded, household audio and video equipment & computer peripheral equipment | Corporate Officer/Principal | - |
Opleiding van Bill Lee
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves. | Finance |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments. | Finance |
Sony Corporation of America
Sony Corporation of America Computer Processing HardwareElectronic Technology Manufactures optical disks and tape, blank, compact laser discs, prerecorded, household audio and video equipment & computer peripheral equipment | Electronic Technology |
Yale University
Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Leonard N Stern School of Business
The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















