EDUCATION SESSION #850
Billion Dollar Women in Finance Series: Carrie Lo, California State Teachers’ Retirement System (CalSTRS)
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Get the inside scoop on portfolio management innovation at the California State Teachers’ Retirement System (CalSTRS), one of the world’s largest pools of investable assets, providing retirement income and benefits to nearly a million teachers.
The latest installment in 100 Women in Finance’s popular Billion Dollar Women series presents CalSTRS portfolio manager Carrie Lo, in conversation with Denise Hu. Expect insights about:
- How portfolio innovation allowed CalSTRS – a mature plan with negative cash flow - to diversify exposure, optimize return and meet ever expanding liabilities.
- How to pitch for portfolio innovation among a board of directors with a spectrum of perspectives.
- How to evolve a large portfolio with cutting-edge construction and risk mitigation techniques.
- How competitive cycling is similar to managing pension assets.
Come with questions, leave with fresh knowledge.
Space is limited, so please register promptly. Members with expired fees will be placed on a waitlist pending the settlement of your account.
A small number of seats have been reserved for first-time guests of members. If you would like to bring a colleague or friend to this event, please email
the
Hong Kong Education committee
with the individual's name, email address, and professional role and corporate affiliation.
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5:30 PM Registration
6:00 PM Event Begin
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We will begin
promptly
at
6:00 PM
; please arrive early. Since it is disruptive to everyone when latecomers enter the session, those arriving after an education session has begun will only be admitted at the discretion of 100WF and the host. Please note the start time on this invite and plan to arrive early.
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Networking reception will follow.
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Royal Bank of Canada
15/F, Cheung Kong Center
2 Queen's Road
Central,
Hong Kong
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Carrie Lo, CFA, CAIA
California State Teachers’ Retirement System
Denise Hu
Moderator
Archer Asia - Rockhampton Management Limited
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Carrie Lo, CFA, CAIA
Portfolio Manager, Risk Mitigation Strategies, California State Teachers’ Retirement System
Carrie is the Portfolio Manager overseeing CalSTRS’ Risk Mitigating Strategies (RMS) team. RMS includes long duration, trend following, global macro and systematic risk premia strategies to diversify CalSTRS’ total plan. She joined CalSTRS in 2009 with four years of experience as a portfolio manager at Algert Global Investors, LLC where she was responsible for European and Asian quantitative equity funds. Prior to that, Carrie was a research analyst with Parnassus Investments and a corporate finance analyst at Salomon Smith Barney. She earned a Bachelor of Science in business administration from University of California, Berkeley and a Masters in Finance from London Business School. She also holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. An avid cyclist, Carrie is on the board of the Sacramento Valley Velodrome Association, which seeks to bring a bicycle park to the region.
Denise Hu
Founding Partner and Chief Investment Officer, Archer Asia - Rockhampton Management Limited
Denise founded multi-family office Archer Asia in 2009 and has over 18 years of Asian hedge fund industry and market experience. She runs the firm's investment functions and oversees a team which advises a number of esteemed families and institutions on Asian alternative investment funds. Denise began her career as an equity derivatives strategist at Merrill Lynch. In 2003, she joined SAIL Advisors, the family office of Robert W. Miller and became a Portfolio Manager and led the firm's Asian hedge fund research and investment portfolios. She graduated with a Bachelor of Arts in Business Management & Economics from the Tepper School of Business at Carnegie Mellon University, United States. Denise is the Chair of the Hong Kong Education Committee of 100 Women in Finance and she is also the coordinator of the Fitzroy Philanthropic Fund, the philanthropic arm of Rockhampton Management which supports the educational needs for the underprivileged children in Hong Kong and Japan.
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Royal Bank of Canada
Royal Bank of Canada (RBC) is one of the largest banks in the world and is Canada’s largest bank by market capitalisation. It employs approximately 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients in 37 countries.
RBC in Asia provides corporate, institutional and high-net worth clients with financial products and services under the global brands RBC Capital Markets, RBC Wealth Management and RBC Investor & Treasury Services. For more information, please visit
http://www.rbc.com/
.
RBC helps communities prosper, supporting a broad range of community initiatives through donations, community investments and employee volunteer activities. For more information please see:
http://www.rbc.com/community-sustainability/
.
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100 Women in Finance
100 Women in Finance
is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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NOT FOR ATTRIBUTION
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Space is limited. No walk-ins will be permitted.
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