Steven Lee, CFA

Experience

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  Fidelity Investments

  Nov 1994 - Jan 2004

  Research Analyst

  Focus on fundamental credit for investment grade corporate debt and asset-backed securities for the fixed income and money market funds. Successfully analyzed a portfolio that exceeded $10bb.

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  UBS

  Feb 2004 - Jul 2004

  Director
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  Cambridge Place Investment Management

  Jul 2004 - Aug 2012

  Global Head of Credit & Research

  Cambridge Place Investment Management LLP was a privately owned asset management firm. It managed hedge funds, close ended funds, and bespoke portfolios for its clients. It primarily invested in asset backed securities employing a quantitative and qualitative analysis.I joined Cambridge Place in their London office as a Senior Analyst and was later promoted to the Head of European Credit and Research. Following the onset of the Financial Crisis, I was asked to return to the US and help mitigate the damage to the US portfolio as Global Head of Credit and Research. Show less

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  Eaglewood Capital Management

  Jul 2012 - Nov 2017

  Partner/Chief Investment Officer/Portfolio Manager/Head of Credit

  As a founding Partner of Eaglewood Capital Management, I served as Chief Investment Officer, Head of Credit, and Portfolio Manager from our first days until the company achieved over $2bb AUM. The founding partners sold a majority stake to Marshall Wace in 2014 and later merged with Pollen Street Capital in 2017.Eaglewood focused on alternative lending strategies that sourced loans from over 25 platforms that lent to consumers, small businesses, and real estate. We invested all throughout the capital structure: ranging from private equity, mezzanine debt, senior debt, and loan purchases. Show less

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  Finitive

  Aug 2018 - now

  Managing Director