Profilo
Prior to joining IFS in 2005, Mr. Lee worked as a Research Associate at Sands Capital Management, Inc., where he assisted a team of research analysts with various research projects, and performed risk and attribution analysis to determine contributors and detractors of portfolios' performance.
He also assisted in the planning of prospective client and current client presentations and developed standardized presentation format.
In addition, he monitored clients' accounts status to ensure compliance with portfolio restrictions and policy statements.
Mr. Lee graduated from the Kelley School of Business at Indiana University with a Bachelor of Science in Computer Information Systems.
Precedenti posizioni note di Damien K. Lee
| Società | Posizione | Fine |
|---|---|---|
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Independent Fiduciary Services (IFS) provides three primary product/service lines of service including retainer investment consulting, operational review/fiduciary audit projects and fiduciary decision-making transactions. IFS structures and monitors institutional investment programs including: (1) analyzing and proposing asset allocations (2) controlling investment risk and expenses (3) selecting investment managers (4) measuring and evaluating investment returns (5) analyzing non-traditional investments including private equity, hedge funds and real estate and (6) instituting investment best practices and prudent procedures. Though not limited by sector, Independent Fiduciary Services tends to invest in the stocks of US small-cap and large-cap companies in the process industries, non-energy minerals and finance sectors. | Analyst-Equity | 31/07/2007 |
Sands Capital Management LLC
Sands Capital Management LLC Investment ManagersFinance Sands Capital employs fundamental, bottom-up, and company-focused research in their investment process. The firm identifies and invests in high-quality businesses that can generate sustainable, above-average earnings growth over time, globally. The strategies they offer are typified by deep, proprietary, business-focused global research, concentration, and a long-term investment horizon. | Corporate Officer/Principal | 31/12/2004 |
Formazione di Damien K. Lee
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Sands Capital Management LLC
Sands Capital Management LLC Investment ManagersFinance Sands Capital employs fundamental, bottom-up, and company-focused research in their investment process. The firm identifies and invests in high-quality businesses that can generate sustainable, above-average earnings growth over time, globally. The strategies they offer are typified by deep, proprietary, business-focused global research, concentration, and a long-term investment horizon. | Finance |
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Independent Fiduciary Services (IFS) provides three primary product/service lines of service including retainer investment consulting, operational review/fiduciary audit projects and fiduciary decision-making transactions. IFS structures and monitors institutional investment programs including: (1) analyzing and proposing asset allocations (2) controlling investment risk and expenses (3) selecting investment managers (4) measuring and evaluating investment returns (5) analyzing non-traditional investments including private equity, hedge funds and real estate and (6) instituting investment best practices and prudent procedures. Though not limited by sector, Independent Fiduciary Services tends to invest in the stocks of US small-cap and large-cap companies in the process industries, non-energy minerals and finance sectors. | Finance |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















