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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 Nordic Pension Fund & Institutional Investors' Annual Conference, Stockholm
October 5, 2023
7A Strandvägen, Stockholm
SPS LGPS Sustainable Investment & Other Topical Issues 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 Annual Bond Investment Conference
January 11, 2024
London
SPS ESG Investment & Current Issues Conference
February 14, 2024
London
SPS Annual Nordic Investment Conference, Copenhagen
March 5, 2024
Copenhagen
SPS Local Authority Pension Funds' Annual Investment Conference
March 13, 2024
London
SPS Annual Northern Investment Conference
March 21, 2024
Leeds
SPS Annual Investment Strategies Conference
April 16, 2024
London
SPS Swiss Institutional Investors' Conference
April 25, 2024
Zurich
SPS Nordic Sustainable Investment Conference
May 7, 2024
Stockholm
SPS Alternative and Real Asset Investments Conference
May 16, 2024
London
SPS Irish Pension Funds' Annual Investment & Current Issues Conference
June 11, 2024
Dublin
SPS Fiduciary, OCIO and Investment Governance for Pension Funds
July 11, 2024
London
SPS Optimising Value in Bond Investments Conference, London
September 5, 2024
London
SPS Dutch Investors' Annual Investment & Current Issues Conference
September 17, 2024
Amsterdam
SPS Finland Investors' Summit
September 26. 2024
Helsinki
SPS Sustainable Investments & Climate Change Issues Conference
October 9, 2024
London
SPS Local Authority Pension Funds' ESG & Current Issues Conference
October 22, 2024
London
SPS Current Investment Issues for Pension Funds
November 7, 2024
London
SPS Nordic Institutional Investors' Annual Conference, Stockholm
November 13, 2024
Stockholm
SPS DC Pension Funds Update, London
December 10, 2024
London
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