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Joe Lee

Venice, CA , United States

About

Joe Lee is a Partner and Head of Risk Management and Trading at Heard Capital LLC, based in Chicago. In this role, he oversees the firm’s risk management, trading, and execution activities, while also supporting portfolio attribution analysis and guiding the firm’s quantitative research processes.

Heard Capital LLC specializes in fundamental long/short strategies across the technology, media, telecommunications, financials, industrials, and energy sectors. Lee’s investment focus reflects the firm’s sector concentration; his contributions center on developing and executing strategies in these domains, with particular expertise in quantitative analysis and trading execution.

Prior to joining Heard Capital in 2014, Lee was a discretionary futures trader with a specialization in Treasury yield curve and TED spreads. He is a CFA Charterholder, a member of the CFA Society of Chicago, and holds an MBA with honors from the University of Chicago Booth School of Business as well as a BA in Economics from the University of Chicago.

Career History

Organization	Role	Date Range	Details
Heard Capital LLC	Partner	Sep 2015 to Present	—
The University of Chicago	Summer Associate	Jun 2015 to Aug 2015	—
Heard Capital LLC	Equity Research Associate	Sep 2014 to May 2015	—
Gambit Trading	Fixed Income Trader	Jul 2004 to May 2012	—

Education

The University of Chicago - Booth School of Business

Master of Business Administration (M.B.A.), Analytic Finance, Finance, Accounting, Entrepreneurship

2013 — 2015

University of Chicago

Bachelor's Degree, Economics

2000 — 2004

Skills & Expertise

Proprietary Trading

Trading Strategies

Electronic Trading

Fixed Income

Trading

Hedging

Trading Systems

Bonds

Derivatives

Financial Markets

Bloomberg

Technical Analysis

Macroeconomics

CQG

Valuation

Equity Research

Financial Modeling

Finance

Financial Analysis

Investment Strategies

Investments

Capital Markets

Financial Risk

Securities

Risk Management

Quantitative Investing

Sweden

Rolling

Evening

Relative Value

Tennis

Travel

Concepts

Chicago

Traders

Profit

Treasury

Repertoire

Stata

Strategy

Lights

Mathematics

Indicators

Research

Data Analysis

Net

Methodology

Korean

Market Analysis

Backtesting

Golf

Exploring

Chartered Financial Analyst

Italy

Extract

Statistics

Multivariable Calculus

France

Project Management

Hiking

Theory

Eurex

Gambit

Trend

Spanish

Business Statistics

Webinars

Ireland

Rate

Art

Staff Development

Asset Management

Trading Technologies

Policy

Producing

Returns

Peru

Econometrics

Spain

Economics

Outlook

Church Events

Probability

Commodities

SPSS

Accounting

Microsoft Office

Volatility

Analysis

Futures

Financial Statement Analysis

Margin Improvement

Market

Linear Algebra

Management

Risk

Project

Community Service

Cooking

Equities

Quantitative Analytics

Tutoring

Interest Rates

Seminars

Pricing

Credit Risk

GMAT

Short

Sailing

Managing Partners

Others at Heard Capital LLC (1)

Name	Role	Location
N Nicolas Couri	Analyst	Evanston, IL , United States

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