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William Lee is Chief Investment Officer and Vice President of Pensions and Foundation Investments at Kaiser Permanente. He has served as chair of Kaiser Permanente's Investment Committee since 2005. Lee oversees approximately $30 billion in defined contribution, pension and foundation assets. He previously managed interest rate and foreign exchange risk for Bank of America's global proprietary desks in the 1980s, then left for nine years to work as a police detective. In 1994 he returned to Bank of America, where he helped to develop equity risk models before becoming senior vice president and chief investment officer for Bank of America's retirement plans. Lee managed the Levi Strauss Foundation and Red Tab Foundation assets, as well as the Levi Strauss domestic and international retirement plans. He is a chartered financial analyst.

Panel:
Institutional Endowments: Finding the Right Formula

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