Michael E. Bee

Managing Partner, Director of Client Service at Boyd Watterson Asset Management LLC

Michael E. Bee

Michael E. Bee

Managing Partner, Director of Client Service at Boyd Watterson Asset Management LLC

Biography

Mr. Michael E. Bee, CFA MBA, is a Managing Director at Boyd Watterson Asset Management LLC. Prior to joining Boyd Watteson, he was the Senior Analyst for Northern Trust Co.Mr. Bee received his undergraduate degree from DePaul University and an MBA from John Carroll University.

Overview
Career Highlights

Boyd Watterson Asset Management LLC

RelSci Relationships

600

Number of Boards

4

Birthday

1966

Age

54

Relationships
RelSci Relationships are individuals Michael E. Bee likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Partner, National Director of Sales & Marketing at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Chief Executive Officer, Chief Investment Officer at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Former Vice Chairman at Lake Erie College

Relationship likelihood: Strong

Former Chief Executive Officer at Alon Blue Square Israel Ltd.

Relationship likelihood: Strong

Former Principal & Managing Partner at National Investment Services, Inc.

Relationship likelihood: Strong

Former Principal & Managing Partner at National Investment Services, Inc.

Relationship likelihood: Strong

Former Chief Executive Officer & Director at Clal Insurance Enterprises Holdings Ltd.

Relationship likelihood: Strong

Founder at National Investment Services, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Gilbridge Holdings Ltd.

Relationship likelihood: Strong

Executive Vice President at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

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Michael E. Bee
Managing Partner, Director of Client Service at Boyd Watterson Asset Management LLC
Education
BS

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

Memberships
Member
Current

CFA Society Chicago, aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. Founded in 1925, CFA Society Chicago has more than 4,200 members and is the world's oldest investment analysts' society.

Career History
Managing Partner, Director of Client Service
2003 - Current

Boyd Watterson Asset Management offers a variety of fixed-income, equity and customized products to institutions, individuals and sponsor programs.^^The firm's fixed-income portfolios typically include the following types of securities: US Treasury and agency securities; domestic and international investment grade and high yield corporate securities; mortgage-backed securities; asset-backed securities; municipal securities; and preferred stock. Their fixed-income investment philosophy is based on fundamental economic analysis, technical interest rate analysis and credit research. Boyd Waterson's economic outlook leads to strategy decisions that reflect their views on interest rates, trends in volatility and relative value among market sectors.^^Boyd Watterson's equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. The firm's Global Macro investment philosophy is based on fundamental macro-economic research, focusing particularly on growth and inflation. Their views on growth and inflation help to determine their exposure to global financial markets and their allocation among the various asset classes (e.g., equities, fixed-income, real estate, commodities and currencies), which they achieve through investing in ETFs.

Senior Analyst
Prior

NTI employs a variety of security analysis methods in providing investment advisory services including, but not limited to, qualitative, fundamental and quantitative analysis. NTI applies quantitative analysis methodologies in creating overlay investment strategies. Each investment strategy of the firm is managed by a team comprised of portfolio managers and investment analysts. Their model management centralizes the delivery and manufacturing of proprietary and third-party model portfolio strategies across asset classes, ranging from single strategy to diversified multi-asset class solutions. NTI’s asset class capabilities include equity, fixed income, liquidity and asset allocation. Strategy implementation ranges from passive and factor-based quantitative, to fundamental active and multi-manager.

Boards & Committees
Director
2012 - Current

Clal Finance Ltd. engages in the provision of financial and investment services. It its products and services include investment portfolio management, mutual funds management, index linked products, brokerage services, market-making, and underwriting and investment banking services. The company was founded on April 18, 1989 and is headquartered in Tel Aviv, Israel.

Director
Prior

Titanium Asset Management Corp. provides investment advisory services to institutional and retail clients. It offers U.S. equity, fixed income, international equity and alternative strategies through its four wholly owned subsidiaries and business partners. Titanium Asset Management was founded in 2007 and is headquartered in Milwaukee, WI.

Member, Board of Directors
Current

In the context of a long liberal arts tradition, Lake Erie College provides distinctive undergraduate and graduate programs that prepare students to meet career and life challenges as educated and responsible citizens of local, national and international communities. Approved by the Board of Trustees, April, 2007 About Lake Erie College For over 155 years, Lake Erie College has been educating students for the world after college. We combine a liberal arts education with practical "real-life" experiences. We promote study abroad, offer opportunities for internships both in the U.S. and internationally and, through our curriculum, we address the needs of students who will work in a world that is increasingly interdependent. Our students learn to communicate effectively, think critically and creatively and make informed decisions. The size of the College allows students to develop leadership skills and take an active role in various student organizations and in the development of new student programs. Lake Erie College emphasizes the individual, not the "masses." Our classes are taught by professors, not graduate students. Classes are small, allowing students and professors to know one another. We can honestly say that everyone "will know your name." Not only will the faculty and majority of the Lake Erie staff recognize you, but we care deeply about the success, development and happiness of our students. Accreditation Lake Erie College is accredited by the Ohio Board of Regents, the Higher Learning Commission and is a member of the North Central Association of Colleges and Schools. Lake Erie College also holds accreditation from the International Assembly for Collegiate Business Education (IACBE), and The British Horse Society (BHS) and is approved by the American Bar Association (ABA)

Political Donations
$500
2012

Senator at Office of the Senator from Utah, Mitt Romney

$667
2005
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