EquitiesFirst
James Lee has extensive work experience in the legal and financial sectors. James currently holds the position of Korea CEO/Managing Director at Equities First Holdings, starting in October 2020. Prior to this, they served as a Senior Attorney/Foreign Legal Consultant at Kim & Chang from January 2016 to October 2020. From April 2010 to January 2016, they worked as the Director/Korea General Counsel at Bank of America Merrill Lynch. James also has experience as a Senior Associate at Clifford Chance from May 2007 to February 2010 and as an Associate at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates from May 2004 to May 2007. James began their legal career as an Associate at Sidley Austin LLP in August 2002 and also worked as a Summer Associate at the same firm in June and July 2001. James started their career as a Currency Trader at Hyundai International Merchant Bank from December 1996 to September 1998. James also gained experience as a Legal Intern at Caterpillar Financial Services Corporation in July and August 2000.
James Lee attended several universities throughout their education history. In 1991, they briefly studied Theology at Yonsei University. From 1992 to 1997, they obtained a Bachelor of Business Administration degree from Korea University. In 1994 and 1995, they participated in an exchange program at The University of British Columbia, studying Commerce and Business Administration. Finally, from 1999 to 2002, they attended Vanderbilt University Law School, earning a Juris Doctor degree.
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EquitiesFirst
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EquitiesFirst is a global investment firm that specializes in long-term equities-based financing solutions. The company provides capital for asset owners in exchange for equity holdings. EquitiesFirst acquires custody of the equity during the financing term, but returns the assets upon repayment, allowing the company’s partners to retain 100% of the equity upside appreciation. Established by entrepreneur and investor Alexander Christy Jr. in 2002, the company has issued over $4.5 billion in loans. The inspiration for EquitiesFirst stemmed from Christy's experience in 1997, when he helped secure financing for a family-owned apple farm in Michigan. The farm had no assets to leverage, except their holdings in publicly traded stocks. Christy identified a specialist capital provider in New York who could lend against equity assets, and he brokered a financing agreement, enabling the family to secure their business. This experience led Christy to explore the potential of financing against equities, eventually culminating in the formation of EquitiesFirst. The company's approach, which it calls "Progressive Capital," is designed to overcome traditional financing limitations by providing efficient access to liquidity for listed companies, entrepreneurs, and institutional investors based on the value of their publicly traded securities and equity holdings. With headquarters in Indianapolis, EquitiesFirst has an international presence spanning 13 offices across eight countries, including the United States, the United Kingdom, United Arab Emirates, China (Hong Kong, Shanghai, Beijing), South Korea, Thailand, Singapore, and Australia (Brisbane, Sydney, Perth, Melbourne). The company is licensed and registered in all jurisdictions where it operates, adhering to stringent regulatory compliance and internal control measures to mitigate risks.