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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.

Investment Strategies for Pension Funds

February 13, 2020

Le Meridien Piccadilly, London

Nordic Institutional Investors' Conference

March 4, 2020

Radisson Collection Royal Hotel, Copenhagen

Local Authority Pension Fund Investment Issues

March 19, 2020

Le Meridien Piccadilly, London

Seeking Income & Stable Returns for Pension Fund Investors

April 2, 2020

Le Meridien Piccadilly, London

Fiduciary Management & Investment Governance for Pension Funds

April 21, 2020

Le Meridien Piccadilly, London

ESG & Impact Investing for Pension Funds

May 14, 2020

Le Meridien Piccadilly, London

Irish Pension Fund Investment & Current Issues

June 10, 2020

Royal College of Physicians, Dublin

Annual DC Investment Strategies & Current Issues

June 17, 2020

Le Meridien Piccadilly, London

Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 9, 2020

Le Meridien Piccadilly, London

Adding Value through Credit & High Yield Investing for Pension Funds

September 3, 2020

Le Meridien Piccadilly, London

Alternative / Innovative Investing for Pension Funds

September 17, 2020

Le Meridien Piccadilly, London

Dutch Pension Fund Investors: Focus on ESG & Impact Investing

September 23, 2020

Apollo Hotel, Amsterdam

Nordic Institutional Investors: Focus on ESG, Impact & Sustainable Investing

October 1, 2020

7A Strandvagen, Stockholm

Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

October 8, 2020

Le Meridien Piccadilly, London

Current Investment Issues for Pension Funds

November 5, 2020

Le Meridien Piccadilly, London

LGPS Investors: Focus on ESG, Responsible & Sustainable Investing

November 12, 2020

Le Meridien Piccadilly, London

Annual Northern Investment Conference for Pension Funds

November 19, 2020

Victoria & Albert Marriott Hotel, Manchester

SPS Private Market Investors' Annual Seminar

December 3, 2020

Le Meridien Piccadilly, London

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