Julia W. Sze, CFA

Julia W. Sze, CFA

 

Julia has been investing in people, businesses and ideas since 1992.  She started her career in Hong Kong managing portfolios in the Asian equity markets, leading several award winning funds in the region for over a decade.  Back in San Francisco in the early 2000's, Julia moved into wealth management and became Chief Investment Officer for several large family offices with global, multi asset class portfolios.  During the financial crisis of 2007, she discovered the opportunities that investing with purpose could create in addressing environmental and social challenges.  

Since 2008, Julia has been very fortunate to work with pioneering and courageous individuals, family foundations, and community foundations demanding more from their capital.  She has been at the forefront of the impact investing field, helping to create new products, measure and report on impact, and identify solutions to ongoing challenges in an emerging field.  In the process, she has learned so much from clients and collaborators and continues to seek ways to translate mission into investable ideas.

Julia teaches investment management and entrepreneurship at UC Berkeley’s Haas School of Business and mentors several student led start up enterprises.

She serves on the board and audit committee of Cavco Industries (Nasdaq: CVCO) and chairs the strategic advisory board of Amalgamated Bank since its acquisition of New Resource Bank in 2017. Currently, Julia serves on the Investment Advisory Committee of Spring Point Partners LLC and the board of the Amalgamated Bank Foundation, and in the past she has served on a number of not for profit Boards and Investment Committees including the Marin Community Foundation, the College of Marin, the Opportunity Fund, the Mill Valley Public Schools Endowment, Wildcare and Slide Ranch. 

Julia is a Chartered Financial Analyst and holds a B.A.in Economics and an M.A. in East Asian Studies from Stanford University

Has Impact Investing been Inflated? Skoll World Forum 2017