![Helen Li](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Helen Li
Analyst-Equity chez
Citigroup Alternative Investments LLC
Profil
Ms. Helen Li, CFA MBA, is a Vice President at Citigroup Alternative Investments LLC.
Ms. Li was previously employed as a Senior Equity Analyst by Ziegler Capital Management LLC, a Portfolio Manager & Equity Analyst by Anderson Hoagland & Co., an Analyst by MEMC Electronic Materials, Inc. and by Discovery Capital Management LLC, a Finance Manager by American Express Co., an Equity Analyst by JPMorgan Asset Management Private Equity, and an Account Manager & Credit Analyst by Deutsche Bank (Asia Pacific) Ltd.
She received her undergraduate degree from Beijing Foreign Studies University and an MBA from The Wharton School of the University of Pennsylvania.
Postes actifs de Helen Li
| Sociétés | Poste | Début |
|---|---|---|
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance CAI’s investment team generally employs fundamental research, specific industry knowledge, proprietary relationships, and partnerships with management teams to identify attractive investment opportunities, often targeting industries that are undergoing change or are otherwise out-of-favor for their Private Equity Investment Fund. For their real estate funds, the firm selects underlying funds based on their performance track record, organizational ability to execute the investment strategy, and financial capacity to meet obligations, among other factors. | Analyst-Equity | 01/07/2023 |
Anciens postes connus de Helen Li
| Sociétés | Poste | Fin |
|---|---|---|
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Analyst-Equity | 01/09/2022 |
Anderson Hoagland & Co.
 Anderson Hoagland & Co. Investment ManagersFinance Anderson Hoagland seeks to mitigate risk through asset allocation and securities selection, and they are tax-sensitive in light of a client’s particular situation. A client portfolio holding individual stocks typically contains 20 to 30 stocks that the firm believes have above average total return potential based upon fundamental research and judgment about relative valuation. Their approach to bond investments is based primarily upon its economic and interest rate outlook. Anderson Hoagland generally maintains a bias toward high quality issues for both taxable and tax-exempt bond investors. | Analyst-Equity | 01/08/2017 |
| SUNEDISON INC | Corporate Officer/Principal | 01/12/2012 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | 01/01/2008 |
Discovery Capital Management LLC
 Discovery Capital Management LLC Investment ManagersFinance Discovery manages private investment funds that seek high risk-adjusted total returns by making directional and relative value investments, long and short, primarily through investment positions in equity, debt (primarily sovereign debt), local interest rates, currencies and commodities across emerging and developed markets. The firm utilizes (i) top-down global macro analysis, including political risk assessment, to identify opportunities in countries and asset classes, and (ii) fundamental, bottom-up research for industry and security selection. | Corporate Officer/Principal | 01/01/2002 |
Formation de Helen Li
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
American Express Co.
 American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
SunEdison, Inc.
 SunEdison, Inc. Alternative Power GenerationUtilities Operates solar power plants | Utilities |
Anderson Hoagland & Co.
Anderson Hoagland & Co. Investment ManagersFinance Anderson Hoagland seeks to mitigate risk through asset allocation and securities selection, and they are tax-sensitive in light of a client’s particular situation. A client portfolio holding individual stocks typically contains 20 to 30 stocks that the firm believes have above average total return potential based upon fundamental research and judgment about relative valuation. Their approach to bond investments is based primarily upon its economic and interest rate outlook. Anderson Hoagland generally maintains a bias toward high quality issues for both taxable and tax-exempt bond investors. | Finance |
Citigroup Alternative Investments LLC
Citigroup Alternative Investments LLC Investment ManagersFinance CAI’s investment team generally employs fundamental research, specific industry knowledge, proprietary relationships, and partnerships with management teams to identify attractive investment opportunities, often targeting industries that are undergoing change or are otherwise out-of-favor for their Private Equity Investment Fund. For their real estate funds, the firm selects underlying funds based on their performance track record, organizational ability to execute the investment strategy, and financial capacity to meet obligations, among other factors. | Finance |
Discovery Capital Management LLC
Discovery Capital Management LLC Investment ManagersFinance Discovery manages private investment funds that seek high risk-adjusted total returns by making directional and relative value investments, long and short, primarily through investment positions in equity, debt (primarily sovereign debt), local interest rates, currencies and commodities across emerging and developed markets. The firm utilizes (i) top-down global macro analysis, including political risk assessment, to identify opportunities in countries and asset classes, and (ii) fundamental, bottom-up research for industry and security selection. | Finance |
Beijing Foreign Studies University
 Beijing Foreign Studies University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deutsche Bank (Asia Pacific) Ltd.
 Deutsche Bank (Asia Pacific) Ltd. Major BanksFinance Provides banking services | Finance |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Finance |
JPMorgan Asset Management Private Equity
 JPMorgan Asset Management Private Equity Investment ManagersFinance JPMorgan Asset Management invests in small and mid market companies located across the globe. The firm focuses on a broad range of technology, healthcare, communications, business services and consumer. It participates in early, later, growth, buyout, primary and secondary transactions. The firm also acts as a co-investor. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
