October 27, 2006 | Union League of Philadelphia
Wharton Investment Management Conference 2006Investment Management

Wharton Investment Management Conference 2006

Panelists: Portfolio Management Strategy

Leon G. Cooperman
Chairman
Omega Advisors, Inc.

After 25 years of service, Lee retired from his positions as a General Partner of Goldman, Sachs & Co. and as Chairman and Chief Executive Officer of Goldman Sachs Asset Management at the end of 1991 in order to organize a private investment partnership, under the direction of Omega Advisors, Inc.

At Goldman Sachs, Lee spent 15 years as Partner and from 1990 to 1991, as Of Counsel to the Management Committee. In 1989, he became Chairman and Chief Executive Officer of Goldman Sachs Asset Management and was Chief Investment Officer of the equity product line including managing the GS Capital Growth Fund, an open-end mutual fund, for one and one-half years. Prior to those appointments, Lee spent 22 years in the Investment Research Department as Partner-in-charge, Co-Chairman of the Investment Policy Committee and Chairman of the Stock Selection Committee. For nine consecutive years, Lee was voted the number one portfolio strategist in the Institutional Investor All-America Research Team survey.

As a designated Chartered Financial Analyst, Lee is a senior member and past President of the New York Society of Security Analysts.

Lee received his MBA from Columbia University and his undergraduate degree from Hunter College. He is a recipient of Roger Williams University’s Honorary Doctor of Finance and was inducted to Hunter College’s Hall of Fame. He and his wife Toby have two sons and two granddaughters.

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Lead Sponsors:

Fidelity

Goldman Sachs

UBS

Additional Sponsors:

Barclays Global Investors

The Capital Group

Legg Mason

Lehman Brothers

MFS

T. Rowe Price

Wellington Management