Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A 20+ year veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many other financial media outlets to comment on economics, financial markets, and the effect of politics on both. Prior to being a fiduciary for high-net-worth individuals and wealthy families, he was a vice president at Morgan Stanley in the institutional middle markets group, as well as a corporate client group director. At Morgan Stanley, Mr. Lee worked with tier one institutional investors, hedge funds, Fortune 500 companies, family offices, and some of the wealthiest individuals in the world. Today, his focus for his clients, is to help them achieve their unique goals through custom strategies and the efficient use of risk.
2023 has been a roller coaster of a year. With a major election, higher interest rates, AI, & economic uncertainty all playing different roles in the market over the next 15 months, we'll discuss ideas in public markets and alternative investments to power your portfolio in what looks to be another crazy year.
Join Michael Lee as he takes profits to the next level, goes from LP to GP, and rides the trend of a growing industry.
In this session, Melissa Walsh and Michael Lee will review unique income strategies and planning ideas that can help preserve your income, protect your lifestyle, and plan for a successful future.
With stocks near all-time highs, inflation running away, and the Fed starting to tighten, 2022 proves to be a challenging year for investors. Michael Lee will cover the best assets to combat this tough environment from both a return and risk standpoint.