Gregory Lai, CFA
Greg is back leading the newly independent Affinity Investment Advisors team. Prior to re-launching Affinity, Greg was a Managing Director and head of the U.S. Active Equity team for Morgan Stanley Investment Management. He and his team joined MSIM in 2007 when MSIM acquired Affinity Investment Advisors, the firm he founded in 1992. Greg developed Affinity’s quantitative stock selection, risk management, and portfolio construction models that have been put to test across multiple cycles over the past two decades. Before starting Affinity in 1992, Greg was a portfolio manager and quantitative analyst at Pacific Investment Management Company (PIMCO). While there, he co-managed active equity portfolios and played a major role in the development of quantitative equity products. Greg received a B.S. from UCLA and an M.B.A from the University of California, Irvine. He holds the Chartered Financial Analyst designation.