FUTURE

CONFERENCES

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OUR CONFERENCES

OUR SPEAKERS

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Wai Lee

Global Head of Research, Multi-Asset Solutions

Wells Fargo Asset Management

Wai Lee is the global head of research for the Wells Fargo Asset Management (WFAM) Multi-Asset Solutions team. Based in New York, Wai joins the firm from Neuberger Berman where he was the head of quantitative investments and a senior portfolio manager for a number of strategies. At Neuberger Berman since 2004, Wai established the systematic platform of global investment capabilities across asset classes as standalone portfolios and also in multi-asset strategies. Wai played a key role in designing and managing strategic partnership mandates, as well as in the firm’s asset allocation and risk management functions. Previously, he was the head of the quantitative engineering group at Credit Suisse Asset Management (CSAM). He joined CSAM in 2000 from J.P. Morgan Investment Management, where he began his investment industry career in 1996. In this capacity, he was in charge of quantitative research and risk management for the Global Balanced group. Before joining the industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business. Wai is the author of the book Theory and Methodology of Tactical Asset Allocation, and has contributed book chapters on different topics. He presently serves on the Advisory Board of The Journal of Portfolio Management, which he joined in 1997. Wai’s research has won the Peter L. Bernstein Award (2012), and multiple Bernstein Fabozzi/Jacobs Levy Awards from the Institutional Investor Journals as the Best Article of the Year (2011) and Outstanding Article of the Year (2010 and 2012) in The Journal of Portfolio Management. Wai holds a BSc (Hons) degree in mechanical engineering from the University of Hong Kong, and MBA and Ph.D. degrees in finance from Drexel University.

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SPS Private Market Investors’ Annual Seminar
December 6, 2022
The Dilly, London
SPS Annual Bonds: Investment & Risk Management Strategies
January 12, 2023
The View at the Royal College of Surgeons, London
SPS Nordic Pension Fund & Institutional Investors' Annual Conference, Copenhagen
March 9, 2023
Radisson Collection Royal Hotel, Copenhagen
SPS Local Authority Pension Fund Investment: Current Issues Update
March 14, 2023
The View at the Royal College of Surgeons, London
SPS ESG & Sustainable Asset Strategies for Pension Funds
April 19, 2023
The View at the Royal College of Surgeons London
SPS Swedish Sustainable Investing Conference, Stockholm
April 25, 2023
7A Strandvägen, Stockholm
SPS Fiduciary Management, OCIO & Pension Fund Governance Issues
May 10, 2023
The View at the Royal College of Surgeons, London
SPS Infrastructure & Other Secured Income Investing
May 18, 2023
The View at the Royal College of Surgeons, London
SPS Annual Irish Pension Investment & Current Issues, Dublin
June 20, 2023
Dublin
SPS Impact & Sustainable Investment Conference for DC & DB Pension Funds
July 5, 2023
The View at the Royal College of Surgeons, London
SPS Endgame Investment Solutions & Cash Flow Management for PF’s
July 12, 2023
The Dilly, London
SPS Fixed Income Strategies in the New Investment Climate for Pension Funds
September 7, 2023
The View at the Royal College of Surgeons, London
SPS Net Zero and other ESG Investment Issues
September 20, 2023
The View at the Royal College of Surgeons, London
SPS Dutch Pension Funds' Annual Conference: Current Investment Issues, Amsterdam
September 26, 2023
Amsterdam
SPS Nordic Pension Fund & Institutional Investors' Annual Conference, Stockholm
October 5, 2023
Stockholm
SPS LGPS Sustainable Investment & Topical Issue Conference
October 19, 2023
The View at the Royal College of Surgeons, London
SPS Current Investment Issues for Pension Funds
November 9, 2023
The View at the Royal College of Surgeons, London
SPS Property, Infrastructure & Real Asset Investments Conference
December 7, 2023
The View at the Royal College of Surgeons, London