HARC 2023 – Speaker

Charles M. C. Lee, Kermit O. Hanson Professor of Accounting, Foster School of Business, University of Washington

Keynote Speaker, Tuesday, January 3, 2023, THE University of Hawaii at Manoa

Charles M. C. Lee is the Moghadam Family Professor, Emeritus at the Graduate School of Business, Stanford University, and the Kermit O. Hanson Professor of Accounting at the Foster School of Business, University of Washington.

Professor Lee studies the effect of human cognitive constraints on market participants and other factors that impact the efficiency with which market prices incorporate information.  He has published extensively in leading journals in accounting and finance on topics that include behavioral finance, financial analysis, equity valuation, market microstructure, quantitative investing, and security market regulation.

As an academic, Dr. Lee has received numerous honors, including twelve school-wide or national-level Teaching Excellence Awards and the Notable Contribution to Accounting Literature Prize.  He was the Presidential Scholar of the AAA in 2015 and has received the Stanford Asian American Faculty Award for Outstanding Achievements and Service.  He has served as Editor or Associate Editor for four top accounting journals, the Journal of Finance, Management Science (Finance), and the Financial Analysts Journal.

Dr. Lee also has extensive experience in asset management.  From 2004 to July 2008, he was Managing Director at Barclays Global Investors (BGI; now Blackrock).  As Global Head of Equity Research, he spearheaded the firm’s worldwide active equity research team.  During his tenure, BGI had over $300 billion in active equity assets under management. In 2011, he co-founded Nipun Capital, LP, an asset management firm that focuses on fundamentals-based quantitative investing in Asia and Emerging Markets.

Before entering academic life, he spent five years in public accounting, the last three in the National Research Department of KPMG, Toronto, Canada.  He holds a Certificate in Biblical Studies from Ontario Theological Seminary and is fluent in Mandarin Chinese.