Profile
David G.
Lee is Chairman-Trustees Board at FT Vest Total Return Income Fund Series B3 since 2024.
Chairman at Aspiriant Risk-Managed Capital Appreciation Fund since 2020.
Chairman at Variant Impact Fund since 2021.
Chairman-Trustees Board at First Trust Private Assets Fund since 2022.
Independent Chairman at First Trust Hedged Strategies Fund since 2023.
Chairman at Infinity Core Alternative Fund since 2013.
Chairman at First Trust Alternative Opportunities Fund since 2019.
Chairman at Variant Alternative Income Fund since 2020.
Chairman at Aspiriant Risk-Managed Real Asset Fund.
Chairman-Trustees Board at First Trust Private Credit Fund.
Director at Destiny Alternative Fund (Tax Exempt) LLC.
Independent Trustee at First Trust Real Assets Fund.
Former Chairman at Keystone Private Income Fund.
Director at Center Coast Core Mlp Fund I LLC in 2012.
Director at Vivaldi Opportunities Fund.
President & Director at Client Opinions, Inc. from 2003 to 2012.
Chief Operating Officer at Brandywine Global Investment Management LLC from 1998 to 2002.
Independent Trustee at Aetna Multi-Strategy 1099 Fund.
David Lee active positions
| Companies | Position | Start |
|---|---|---|
Variant Alternative Income Fund
Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Chairman | 14/05/2020 |
Infinity Core Alternative Fund
Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Chairman | 01/10/2013 |
Aspiriant Risk-Managed Real Asset Fund
Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Chairman | - |
Aspiriant Risk-Managed Capital Appreciation Fund
Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Chairman | 10/11/2020 |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Chairman | 14/02/2022 |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Chairman | - |
Destiny Alternative Fund (Tax Exempt) LLC | Director/Board Member | - |
First Trust Alternative Opportunities Fund
First Trust Alternative Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Chairman | 01/05/2019 |
First Trust Real Assets Fund
First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | - |
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Former positions of David Lee
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Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 17 |
|---|---|
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global strives to provide investors with competitive risk-adjusted long-term performance relative to the relevant index. The firm offers an array of equity, fixed income, and balanced portfolios that invest in US, international, and global markets. Accounts are primarily constructed based on bottom-up stock selection although several of their portfolios, specifically global portfolios, include top-down/macro considerations. | Finance |
Center Coast Core Mlp Fund I LLC
Center Coast Core Mlp Fund I LLC Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Aetna Multi-Strategy 1099 Fund
Aetna Multi-Strategy 1099 Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Infinity Core Alternative Fund
Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Alternative Opportunities Fund
First Trust Alternative Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Variant Alternative Income Fund
Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Aspiriant Risk-Managed Real Asset Fund
Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Variant Impact Fund
Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
First Trust Real Assets Fund
First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Keystone Private Income Fund
Keystone Private Income Fund Investment ManagersFinance Functions as a private equity fund | Finance |
Vivaldi Opportunities Fund
Vivaldi Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Client Opinions, Inc.
Client Opinions, Inc. Miscellaneous Commercial ServicesCommercial Services Provides business consulting services | Commercial Services |
Aspiriant Risk-Managed Capital Appreciation Fund
Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Destiny Alternative Fund (Tax Exempt) LLC | |
First Trust Hedged Strategies Fund
First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
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