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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.

SPS Virtual:
Current Investment Issues for Pension Funds

November 5, 2020

SPS Virtual:
LGPS Investors: ESG, Responsible & Sustainable Investing

November 12, 2020

SPS Virtual: Annual Investment Conference for Pension Funds, Manchester

November 19, 2020

Victoria & Albert Marriott Hotel, Manchester

SPS Virtual: ESG & Impact Investing for Pension Funds, London

December 3, 2020

Le Meridien Piccadilly, London

SPS Annual Bond Investment Strategies for Pension Funds

January 14, 2021

Le Meridien Piccadilly, London

SPS Annual Investment Strategies for Dutch Pension Funds

January 21, 2021

Apollo Hotel, Amsterdam

SPS Investment Strategies for Pension Funds (DB & DC)

February 11, 2021

Le Meridien Piccadilly, London

SPS Nordic Insitutional Investors' Conference

March 4, 2021

Radisson Collection Royal Hotel, Copenhagen

SPS Local Authority Pension Fund Investment Issues

March 17, 2021

Le Meridien Piccadilly, London

SPS Seeking Income & Stable Returns for Pension Fund Investors

April 15, 2021

Le Meridien Piccadilly, London

SPS ESG & Impact Investment Strategies for Pension Funds

May 11, 2021

Le Meridien Piccadilly, London

SPS Fiduciary Management & Pension Fund Governance Issues

May 20, 2021

Le Meridien Piccadilly, London

SPS Irish Pension Fund Investment & Current Issues

June 3, 2021

Royal College of Physicians

SPS Asset Strategies & Risk Management for Pension Funds Copy Copy

June 15, 2021

Le Meridien Piccadilly, London

SPS Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 8, 2021

Le Meridien Piccadilly, London

SPS Optimising Value in Bonds for Pension Funds

September 2, 2021

Le Meridien Piccadilly, London

SPS Alternative Investment Strategies for Pension Funds

September 16, 2021

Le Meridien Piccadilly, London

SPS Sustainable Assets & ESG Investing for Dutch Pension Funds

September 29, 2021

Apollo Hotel, Amsterdam

SPS Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

October 6, 2021

Le Meridien Piccadilly, London

SPS Nordic Institutional Investors’: ESG, Impact & Sustainable Investing

October 19, 2021

Stockholm

SPS Current Investment Issues for Pension Funds

November 9, 2021

Le Meridien Piccadilly, London

SPS Local Authority Pension Funds’ Sustainable Investment Strategies

November 18, 2021

Le Meridien Piccadilly, London

SPS Annual Northern Investment Conference for Pension Funds

November 24, 2021

Leeds

SPS Private Market Investors’ Annual Seminar

December 7, 2021

Le Meridien Piccadilly, London

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COVID-19

Given the continuing situation with Coronavirus/Covid-19, we have taken the decision to run some of our conferences virtually. Our updated conference calendar gives the dates of those events and the events we are currently planning to hold physically.

SPS conferences is a division of Specialist Pension Services Limited

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