Lee started his banking career at ANZ as a Management Trainee in 2008, after graduating from the University of Melbourne with a Finance and Economics Degree (with honours). Lee spent his early career in the risk management functions of the bank, analysing commercial and institutional lending and developing relevant risk models. Lee has since developed a comprehensive understanding and appreciation of the importance of risk management in credit.
Armed with the knowledge and experience in credit, Lee went on to join two other international banks in front office roles, dealing with customer-facing bankers, structuring complex project finance, and commodity finance transactions to large corporate borrowers.
Having worked in Melbourne, Sydney, and Singapore, Lee has developed an extensive network in the banking space. He is a Chartered Financial Analyst (CFA) and holds a Diploma in Financial Planning. Lee is also a fully licenced Real Estate Agent (LREA). Apart from having a background in credit, Lee has strong interests in equities and venture capital. He has co-founded and invested in several high-tech start-up companies.
Lee is responsible for joint management of key credit portfolios, credit product strategies, and managing the day-to-day running of the LPE Fund. Lee has worked across a wide range of credit sectors and industries including bank lending, corporate credit, and structured finance.
Lion Private Equity is the Promoter of the LPE Trust Fund and is responsible for raising capital to be invested into the Fund, as well as marketing the Fund, identifying suitable B2C and B2B opportunities, and maintaining investor relations.
Lion Property Group is a sister company of Lion Private Equity that undertakes property development projects. Lion Property Group will be one of the borrowers of the LPE Trust Fund, as a percentage of LPG’s property development projects will be funded by the LPE Trust Fund in compliance with the Fund’s lending criteria.
Mane Property Group is a sister company of Lion Private Equity that oversees the sales and/or renting of the properties that are developed by Lion Property Group. Mane Property Group will also be a borrower of the LPE Trust Fund, utilising Fund capital to acquire and further improve rent rolls.