Bill Lee
Partner, Senior Portfolio Manager, Convertible Strategies at Palisade Capital Management, LP
About
Bill Lee is a Partner and serves as the Senior Portfolio Manager for Convertible Security strategies at Palisade Capital Management, LP, where he leads the team managing and researching investment opportunities in the convertible securities sector. He has been with Palisade since 2006, gradually rising through roles including Co-Portfolio Manager and Senior Vice President of Research before being promoted to Senior Portfolio Manager in October 2015.
His primary focus is on convertible securities, overseeing portfolio management and investment research for this asset class, and he is a member of the firm's Investment Committee. Bill’s expertise extends to capital structure arbitrage, having previously managed strategies at Loxias Fund Management, and he brings additional knowledge from earlier roles in mergers & acquisitions at Sony Corporation of America and as an equity analyst specializing in small cap value at Delphi Management.
Bill holds an M.B.A. from NYU Stern School of Business and a B.A. in Biology from Yale University. His notable career achievements include establishing and developing Palisade’s convertible securities investment process and contributing to the firm’s reputation in this specialized market segment.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Palisade Capital | Partner, Senior Portfolio Manager, Convertible Strategies | May 2006 to Present | — |
| Loxias Fund Management | Portfolio Manager, Analyst | Jan 2004 to Jan 2006 | — |
| Sony Corporation | Senior Director | Jan 2000 to Jan 2004 | — |
| Lehman Brothers | Associate | Jan 1999 to Jan 2000 | — |
| Delphi Management | Investment Analyst | Jan 1995 to Jan 1997 | — |
| Exploration Summer Program | Staff | Jan 1991 to Jan 1993 | — |
Education
NYU Stern School of Business
MBA
1997 — 1999
Yale University
1990 — 1994
North Quincy High School
1986 — 1990
Others at Palisade Capital Management, LP (11)
| Name | Role | Location |
|---|---|---|
 | Managing Director, Head of Business Development | Fort Lee, NJ , United States |
 | Partner, Associate Portfolio Manager, Palisade Capital Management, L.L.C. | New York, NY , United States |
 | Vice President Business Development | Ann Arbor, MI , United States |
 | Senior Vice President of Research | Fort Lee, NJ , United States |
 | Assistant Vice President | New York, NY , United States |
K Kyle Kavanaugh | Partner, Associate Portfolio Manager | Fort Lee, NJ , United States |
 | Senior Portfolio Manager | Fort Lee, NJ , United States |
M Mitchell Leung | Senior Vice President | New York, NY , United States |
B Bruce Deutsch | Managing Director | Armonk, NY , United States |
F Frank Galdi | Partner, Chief Risk Officer and Deputy Chief Investment Officer | New York, NY , United States |