About
Lucy Chen is a Research Analyst at Ogborne Capital Management, LLC in San Francisco, where she specializes in the Consumer Technology, Internet Media, and Business Services sectors. Her responsibilities include conducting investment analyses, evaluating emerging industry trends, and supporting the firm’s portfolio management activities within these specific asset classes.
Before joining Ogborne Capital Management in September 2016, Lucy Chen gained experience as an Investment Banking Analyst at Cowen & Company, where she focused on deals and research relevant to her current coverage areas. She also served as an analyst in the Consumer Group at Robert W. Baird & Co., contributing to projects in the consumer sector and further building her expertise in the intersection of finance and industry dynamics.
Lucy holds a BBA in Finance, Investment and Banking from the University of Wisconsin–Madison, providing her with a strong quantitative and analytical foundation for her investment research. Fluent in Mandarin, Cantonese, and Japanese, she brings additional international insight to her analyses, enriching Ogborne Capital Management’s coverage of global trends and cross-border opportunities in the technology and media sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ogborne Capital Management | Research Analyst | Sep 2016 to Present | — |
| Cowen and Company | Investment Banking Analyst | Feb 2016 to Jan 2016 | — |
| Robert W. Baird & Co. | Investment Banking Analyst | Jul 2014 to Jan 2015 | — |
Education
Queen's University
2017 — 2021
Smith School of Business at Queen's University
2017 — 2021
Smith School of Business at Queen's University
2017 — 2021
Università Bocconi
2020 — 2020
William Lyon Mackenzie Collegiate Institute
2013 — 2017
University of Wisconsin-Madison
2010 — 2014