Jason Lee

Lecturer; SMR Faculty Advisor

jason.j.lee@anderson.ucla.edu

Biography

Jason is a lecturer in finance and entrepreneurship at UCLA Anderson School of Management and an SMR faculty advisor. He has over 15 years of professional experience in investment banking, private equity, venture capital, and strategy consulting, and has co-founded a number of entrepreneurial ventures. His teaching focus includes: finance, entrepreneurship, private equity and venture capital.

Outside of campus, Jason is currently a Senior Vice President at Oaktree Capital Management, where he focuses on private equity investments as a senior investing professional of a $1 billion energy sector fund. Prior to Oaktree, Jason was a founding managing partner of Ascend, a venture consulting and incubation company, and co-founder of Intersphere, a business services company. He also previously served as Director of International Business Development and Strategy for Youbet.com, a publicly listed new media company, and CFO of Amerix Group, an international distributor of semiconductor and other electronic components. Jason began his professional career in the investment banking group of JP Morgan, focusing on M&A and corporate finance transactions for companies in the technology, media, consumer retail and industrial sectors. Jason has also consulted for a number of years to the government of South Korea on matters pertaining to globalization strategies for the Korean media/entertainment industry and companies, as well as initiatives and policies to support the growth of venture investment and entrepreneurship, and has written several publications in this regard.

Jason is also a member of the boards of OpTerra Energy Group and Energy Solutions International, and a founding member of The Edge Corporation, which provides training for professionals in the fields of finance, management, strategy consulting and law. He also serves as an advisor to the Academies for Social Entrepreneurship, which assists nonprofit organizations in developing business models to generate funding streams to supplement those from donors.

Education

B.S. Business Administration, UC Berkeley
MBA Business Administration, UCLA Anderson School of Management
Interests

Corporate Finance, Valuation, Entrepreneurial Finance, Mergers & Acquisitions, Private Equity, Venture Capital, Entrepreneurship, Corporate Strategy, Corporate Governance, Performance Measurement and Analysis