Lexi Lee, CFA, is currently leading a Singapore-domiciled group that specializes in running a systematic trend-following CTA for hedge fund business development. With a profound understanding of the investor landscape in the Asia-Pacific (APAC) region, Lexi has amassed a robust network of key contacts through her extensive fundraising experiences. Her clientele primarily comprises family offices, fund of hedge funds, wealth managers, and various institutional clients. Her journey in the financial industry began as an Investment Specialist at OCBC Bank in 2017, where she honed her skills in client servicing and financial advisory. Subsequently, she transitioned to the role of Industry Analyst at CFRA Research (formerly known as Standard & Poor (S&P) Malaysia) in 2020, where she focused on research related to Technology, Oil and Gas, Pharmaceutical, and Renewable Energy sectors across the US and Europe.
In addition to her professional endeavors, Lexi is deeply committed to giving back to her community. Since 2019, she has been actively volunteering with the CFA Society Malaysia, contributing her time and expertise to various initiatives such as the CFA Career Day, CFA Mentoring Program, and CFA Institute Research Challenge. She served on the Board as the Director for Member Relations from 2021 to 2023, before assuming her current role as Honorary Secretary. She has rolled out a series of corporate programs meticulous curated for our CFA society members. These initiatives encompass a range of benefits, such as exclusive gym memberships at Fitness First, Celebrity Fitness, and Chi Fitness, and yoga and pilates offerings through Fitokio, premium access to The Edge subscription, bespoke fleet discount programs with BYD and Hyundai, as well as hotel perks including St. Regis.
Lexi holds a Bachelor of Finance and Investment with Honors from Tunku Abdul Rahman University College (TARUC). Additionally, she is certified in ESG Investing by the CFA Institute, holds the Certified Financial Planner (CFP) designation, and is an Advanced Financial Modeler (AFM) accredited by the Financial Modeling Institute. Furthermore, she obtained an Investor Protection Professional Certification (IPCC) from the Asian Institute of Chartered Bankers in 2018. Notably, Lexi was one of the winners of the Bloomberg BQuant Hackathon in 2021.