Helen Li

Analyst-Equity at Citigroup Alternative Investments LLC

Finance

Consumer Services

Utilities

Profile

Helen Li is currently a Vice President at Citigroup Alternative Investments LLC.
She previously worked as a Finance Manager at American Express Co. from 2002 to 2008, an Analyst at SunEdison, Inc. in 2012, an Analyst at Discovery Capital Management LLC from 2001 to 2002, a Portfolio Manager & Equity Analyst at Anderson Hoagland & Co. from 2013 to 2017, and a Senior Equity Analyst at Ziegler Capital Management LLC from 2017 to 2022.
Ms. Li also worked as an Account Manager & Credit Analyst at Deutsche Bank (Asia Pacific) Ltd.
from 1996 to 1996 and as an Equity Analyst at JPMorgan Asset Management Private Equity from 1998 to 2001.
She holds an MBA from The Wharton School of the University of Pennsylvania, which she received in 1998, and an undergraduate degree from Beijing Foreign Studies University, which she received in 1992.

Helen Li active positions

Companies	Position	Start
Citigroup Alternative Investments LLC Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.	Analyst-Equity	2023-06-30

All active positions of Helen Li

Former positions of Helen Li

Companies	Position	End
Ziegler Capital Management LLC Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.	Analyst-Equity	2022-08-31
Anderson Hoagland & Co. Anderson Hoagland & Co. Investment ManagersFinance Anderson Hoagland & Co., Inc. (Anderson Hoagland) is a registered independent wealth management firm headquartered in St. Louis, Missouri. The firm was founded by David Anderson and Laurance Hoagland in 1980. Anderson Hoagland provides investment advisory services to individuals, trusts, corporations and tax-exempt organizations.	Analyst-Equity	2017-07-31
SUNEDISON INC	Corporate Officer/Principal	2012-11-30
AMERICAN EXPRESS COMPANY	Corporate Officer/Principal	2007-12-31
Discovery Capital Management LLC Discovery Capital Management LLC Investment ManagersFinance Discovery Capital Management LLC (Discovery) is a SEC-registered investment advisor and hedge fund manager headquartered in South Norwalk, Connecticut. The firm was founded by Robert Citrone in 1999 and they a subsidiary of Discovery Capital Management Holding Co, LP. Discovery provides discretionary investment advisory services to pooled investment funds intended for institutional and sophisticated investors.	Corporate Officer/Principal	2001-12-31

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Training of Helen Li

Beijing Foreign Studies University	Undergraduate Degree
The Wharton School of the University of Pennsylvania	Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Listed companies	1
AMERICAN EXPRESS COMPANY	Finance

Private companies	7
SunEdison, Inc. SunEdison, Inc. Alternative Power GenerationUtilities SunEdison, Inc. engages in the provision of renewable-energy services. The company was founded on August 6, 1959 and is headquartered in Maryland Beltsville, MD.	Utilities
Anderson Hoagland & Co. Anderson Hoagland & Co. Investment ManagersFinance Anderson Hoagland & Co., Inc. (Anderson Hoagland) is a registered independent wealth management firm headquartered in St. Louis, Missouri. The firm was founded by David Anderson and Laurance Hoagland in 1980. Anderson Hoagland provides investment advisory services to individuals, trusts, corporations and tax-exempt organizations.	Finance
Citigroup Alternative Investments LLC Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.	Finance
Discovery Capital Management LLC Discovery Capital Management LLC Investment ManagersFinance Discovery Capital Management LLC (Discovery) is a SEC-registered investment advisor and hedge fund manager headquartered in South Norwalk, Connecticut. The firm was founded by Robert Citrone in 1999 and they a subsidiary of Discovery Capital Management Holding Co, LP. Discovery provides discretionary investment advisory services to pooled investment funds intended for institutional and sophisticated investors.	Finance
Deutsche Bank (Asia Pacific) Ltd. Deutsche Bank (Asia Pacific) Ltd. Major BanksFinance Part of Deutsche Bank AG, Deutsche Bank (Asia Pacific) Ltd. provides banking services. The company is based in Beijing, China.	Finance
Ziegler Capital Management LLC Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.	Finance
JPMorgan Asset Management Private Equity JPMorgan Asset Management Private Equity Investment ManagersFinance JPMorgan Asset Management Private Equity (JPMorgan Asset Mgmt) is a private equity subsidiary of JPMorgan Investment Management, Inc founded in 1900. The firm is headquartered in New York.	Finance

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