Bill Lee

Investment Committee Member at

Palisade Capital Management LP

Finance

Consumer Services

Electronic Technology

Profile

Mr. Wailam W.
Lee is a Partner & Senior Portfolio Manager of Convertible Strategies at Palisade Capital Management LLC.
He is a member of the firm’s Investment Committee.
Prior to his promotion to Senior Portfolio Manager in October 2015, he was Co-Portfolio Manager and Senior Vice President of Research for the firm’s Convertible Securities strategies.
Prior to joining Palisade in 2006, he was a Portfolio Manager at Loxias Fund Management, a capital structure arbitrage hedge fund.
He was previously a Director in the mergers & acquisitions group at Sony Corporation of America, an Investment Banking Associate at Lehman Brothers, and an Equity Analyst at Delphi Management, with a focus on small cap value.
He received his M.B.A. from the Stern School of Business at New York University and his B.A. in Biology from Yale University.

Bill Lee active positions

Companies	Position	Start
Palisade Capital Management LP Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves.	Investment Committee Member	2006-04-30

All active positions of Bill Lee

Former positions of Bill Lee

Companies	Position	End
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
Delphi Management, Inc. Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments.	Corporate Officer/Principal	-
Sony Corporation of America Sony Corporation of America Computer Processing HardwareElectronic Technology Manufactures optical disks and tape, blank, compact laser discs, prerecorded, household audio and video equipment & computer peripheral equipment	Corporate Officer/Principal	-

See the detail of Bill Lee's experience

Training of Bill Lee

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Bill Lee's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Palisade Capital Management LP Palisade Capital Management LP Investment ManagersFinance Palisade employs a comprehensive, bottom-up, fundamental investment philosophy. The firm seeks to minimize downside risk, while striving for consistent and attractive return potential by focusing on investing in companies where opportunity and value present themselves.	Finance
Delphi Management, Inc. Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments.	Finance
Sony Corporation of America Sony Corporation of America Computer Processing HardwareElectronic Technology Manufactures optical disks and tape, blank, compact laser discs, prerecorded, household audio and video equipment & computer peripheral equipment	Electronic Technology
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

See company connections