William Heard is the founder of Heard Capital LLC and serves as the Firm's Chief Executive Officer and Chief Investment Officer, leading the Firm's investment process and strategic direction.
Prior to founding and leading Heard Capital LLC, Mr. Heard was a special situations analyst for Stark Investments, a global alternative investment firm. While at Stark Investments, he covered the telecommunications, media, technology, financials, industrials and energy sectors. Mr. Heard’s investment experience spans asset classes and includes leveraged loans, high yield bonds and equity securities.
Mr. Heard is active in the philanthropic community, focusing his efforts on education and disadvantaged youth. He currently serves on the City Year Chicago Board of Directors and actively participates in OneGoal, a diverse collective of local organizations creating opportunities for today’s youth and low-income population. Mr. Heard is a board member of the President’s Circle and Young Professional Network for the Chicago Council on Global Affairs, serves on the North America Committee of the Standards Board for Alternative Investments, and is a member of the Economic Club of Chicago. He is also a member of the Dean’s Circle at the University of Chicago Law School, as well as a member of the Founders’ Committee for the University of Chicago Law School’s Center on Law and Finance.
Mr. Heard is a graduate of Marquette University’s College of Business Administration where he earned a Bachelor of Science in Finance and Real Estate. While at Marquette, he founded and established the University’s Applied Investment Management (AIM) Program. AIM was the first undergraduate business program in the nation to be selected as a Program Partner by the CFA Institute.
Mr. Heard was raised in Milwaukee, WI. In his spare time, Mr. Heard serves as a mentor to students on topics such as leadership, globalism and markets.
Joseph Lee is a Partner at Heard Capital LLC and is responsible for overseeing risk management, trading and execution. In addition, Mr. Lee supports the Firm’s portfolio attribution analysis and quantitative research processes.
Prior to joining Heard Capital LLC in 2014, Mr. Lee was a discretionary futures trader, specializing in Treasury yield curve spreads and TED spreads. In that role, Mr. Lee was responsible for researching, developing and executing both momentum and mean reversion driven strategies.
Mr. Lee is a CFA Charterholder and a member of the CFA Society of Chicago.
Mr. Lee earned an MBA with honors distinction from the University of Chicago Booth School of Business and a Bachelor of Arts in Economics from the University of Chicago.