Chautauqua Team
Investment Team
Chautauqua Capital Management is proud of our collegial, collaborative ownership culture staffed with experts who are well-educated and trained in this approach. They bring humility and determination to the task of investing. This enables us to carry out an investment process that is comprehensive, focused, nimble and client-centric.
Brian Beitner, CFA
Managing Partner
Jesse Flores, CFA
Partner
Haicheng Li, CFA
Partner
David Lubchenco
Partner
Nathaniel Velarde
Partner
Client Services Team
Our experienced service professionals share a commitment to client satisfaction and a long-term, vested interest in our clients’ success.
Nathan Lee
Trader & Portfolio Analyst
Erika Mobley
Client Services Specialist
Brian Beitner, CFA
Managing Partner
Prior to forming Chautauqua Capital Management in January 2009, Brian Beitner was a member of the TCW Concentrated Core Equities portfolio management team, which was responsible for managing $27 billion in assets. He joined TCW in 1998, was named director of equity research in 1999, became a senior equity strategist in 2003 and began managing international and global equity portfolios in 2005. Prior to working at TCW, he worked with Scudder, Stevens & Clark; Bear, Stearns & Co.; and Security Pacific Bank. Brian earned a bachelor's degree in public affairs and an MBA from the University of Southern California, Los Angeles. He holds a certificate for global investing from INSEAD and received his CFA charter in 1989.
Jesse Flores, CFA
Partner
Prior to joining Chautauqua Capital Management in 2013, Jesse Flores was an MBA student where he spent the summer during graduate school as an equity analyst at T. Rowe Price, focusing on the U.S. industrials sector. Before graduate school, Jesse was an investment analyst at Blavin & Company where he was a generalist responsible for both equity and high-yield debt securities. Additionally, he covered U.S. semiconductors and hardware as a research analyst at Lehman Brothers and Roth Capital Partners. Jesse has a bachelor’s degree from Cornell University (McMullen Dean’s Scholar, Rawlings Presidential Research Scholar) and an MBA from the Stanford Graduate School of Business. He is a CFA charterholder.
Haicheng Li, CFA
Partner
Prior to joining Chautauqua Capital Management in 2016, Haicheng Li worked 14 years as a senior vice president, senior analyst and portfolio manager at TCW with specific expertise in healthcare. Haicheng earned an MBA from Stanford, a master's degree in biological and biomedical sciences from Harvard's Graduate School of Arts and Sciences and a master's degree in medical sciences from Harvard Medical School, where she was a research fellow. She graduated summa cum laude from Rutgers University and was awarded a prestigious Phi Beta Kappa key for academic achievement. Haicheng is a CFA charterholder.
David Lubchenco
Partner
Prior to joining Chautauqua Capital Management in 2012, and returning in 2016 after working for three years as an executive vice president at Marsico Capital Management, David was the executive vice president of Scout Investments and worked in a management, product development and communications capacity. He was also a principal and managing director at Transamerica Investment Management, where he helped develop a strategy similar to that of Chautauqua Capital. Drawing upon more than 25 years of experience, he contributes on portfolio construction, market analysis and communications. David earned a bachelor's degree in economics from The Colorado College and an MBA from the Daniels School of Business at The University of Denver.
Nathaniel Velarde
Partner
Prior to joining Chautauqua Capital Management in 2019, Nate Velarde was senior financial analyst at j2 Cloud Services and senior vice president, global equity analyst at PIMCO. At Nuveen Investments, Nate worked in the Tradewinds Global Investors and NWQ Investment Management divisions as managing director, senior equity analyst and director of research. He also served as vice president, equity analyst at TCW primarily covering industrials, business services and basic materials. Nate earned a bachelor’s degree in economics and an MBA with concentrations in finance and strategic management from the University of Chicago, and a Master's of Information and Data Science from the University of California – Berkeley.
Nathan Lee
Trading & Portfolio Analyst
Prior to joining Chautauqua Capital Management in March 2013, Nathan Lee was an IT systems analyst at European Investors, Inc. in New York, where he was responsible for IT support for 50 employees globally and both virtual and physical server support. He has extensive experience with Advent APX and trade order management systems and wrote visual basic scripts to automate interdepartmental data for portfolio management, operations, compliance, trading and accounting systems. Nathan was also responsible for portfolio administration for both international and domestic funds and executed the daily reconciliation process. Prior to working at European Investors, he worked for Forex Capital Markets providing technical support to a global foreign exchange desk. Nathan has a bachelor's degree in business administration with a concentration in information systems from Colorado State University.
Erika Mobley
Client Services Specialist
Prior to joining Chautauqua Capital Management in 2019, Erika Mobley was senior marketing production manager at Scout Investments, where she was responsible for managing and coordinating the development and production process for print and online marketing collateral. Erika was also a senior proposal writer at Janus Capital Group and began her investment career at Transamerica Investment Management, where she served as a marketing production manager, portfolio reporting analyst and lead client services representative. Erika has a bachelor's degree in business administration and more than 18 years’ experience in the investment industry.