Patricia Lizarraga
Director/Board Member chez JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
Profil
Patricia Lizarraga is the managing partner of Hypatia Capital, an asset manager focused on investing in women in leadership since 2007.
Hypatia Capital Management is the issuer of the Hypatia Women CEO ETF (WCEO), an ETF investing in American public companies with female CEOs, small to mega cap.
The WCEO has been nominated for Best Thematic ETF of the Year for the ETF.com Awards, 2023.
Hypatia Capital also publishes both the Hypatia Women CEO Index, and the Hypatia Women Hedge Fund Index, both measure and promoting female performance in each asset class.
Ms. Lizarraga has over 25 years of merchant banking experience, as well as is a founder of several successful companies.
Ms. Lizarraga founded the Grupo del Ande in 1997 and is a founding and former Investment Committee member of Sigma SAFI, a leading asset manager in Peru.
Postes actifs de Patricia Lizarraga
| Sociétés | Poste | Début |
|---|---|---|
| CREDICORP LTD. | Director/Board Member | 01/01/2017 |
| BANCO DE CRÉDITO DEL PERÚ S.A. | Director/Board Member | 01/01/2017 |
| JOHN HANCOCK HEDGED EQUITY & INCOME FUND | Director/Board Member | 20/09/2022 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Director/Board Member | 20/09/2022 |
| JOHN HANCOCK PREFERRED INCOME FUND | Director/Board Member | 20/09/2022 |
| JOHN HANCOCK PREFERRED INCOME FUND II | Director/Board Member | 20/09/2022 |
| JOHN HANCOCK PREFERRED INCOME FUND III | Director/Board Member | 20/09/2022 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Director/Board Member | 20/09/2022 |
| JOHN HANCOCK INCOME SECURITIES TRUST | Director/Board Member | 21/02/2023 |
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Anciens postes connus de Patricia Lizarraga
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Formation de Patricia Lizarraga
| Yale University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| CREDICORP LTD. | Finance |
| BANCO DE CRÉDITO DEL PERÚ S.A. | Finance |
| Entreprise privées | 17 |
|---|---|
John Hancock Financial Opportunities Fund
 John Hancock Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Financial Opportunities Fund is a closed-end diversified management investment fund. Its objective is to provide a high level of total return consisting of long-term capital appreciation and current income. The company was founded on August 23, 1994 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Income Securities Trust
 John Hancock Income Securities Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Income Securities Trust operates as a closed-end investment fund. Its investment objective is to generate a high level of current income consistent with prudent investment risk. The company was founded on February 14, 1973 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Investors Trust
 John Hancock Investors Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Investors Trust is a closed-end investment fund, which engages in investment activity. Its objective is to generate income for distribution to its shareholders. It also seeks capital appreciation. It invests in a diversified portfolio of corporate and government bonds. The company was founded on October 26, 1970 and is headquartered in Boston, MA. | Miscellaneous |
Credit Agricole Securities (USA), Inc.
 Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Finance |
John Hancock Preferred Income Fund
 John Hancock Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of current income consistent with preservation of capital by investing its assets in preferred stocks or other preferred securities, including convertible preferred securities. The company was founded on August 27, 2002 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Preferred Income Fund II
 John Hancock Preferred Income Fund II Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund II is a closed-end investment fund, which engages in reverse repurchase agreements and invests in derivatives to establish investment leverage or for temporary purposes. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Preferred Income Fund III
 John Hancock Preferred Income Fund III Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund III operates as a closed-end management investment company. It seeks to provide a high level of current income consistent with preservation of capital by investing in securities that, in the opinion of the Advisor, may be undervalued relative to similar securities in the marketplace. The company was founded on June 19, 2003 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Tax-Advantaged Global Shareholder Yield Fund
 John Hancock Tax-Advantaged Global Shareholder Yield Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Tax-Advantaged Global Shareholder Yield Fund operates as a closed-end investment fund. It intends to provide total return consisting of current income and gains and long term capital appreciation. The company was founded on April 23, 2007 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Hedged Equity & Income Fund
 John Hancock Hedged Equity & Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Hedged Equity & Income Fund is a closed-end fund management investment company. The fund seeks to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation The company was founded on May 26, 2011 and is headquartered in Boston, MA. | Miscellaneous |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
John Hancock Tax-Advantaged Dividend Income Fund
 John Hancock Tax-Advantaged Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Tax Advantaged Dividend Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of after-tax total return from dividend income and capital appreciation by investing its assets in dividend-paying common and preferred securities. The firm investment management services are provided through John Hancock Advisers, Inc. The company was founded in 2004 and is headquartered in Boston, MA. | Miscellaneous |
Grupo Credito SA
 Grupo Credito SA Life/Health InsuranceFinance Part of Credicorp Ltd., Grupo Credito SA is a Peruvian company that provides commercial banking, insurance, and investment banking services. The private company is based in Lima, Peru. | Finance |
| Museo de Arte de Lima | |
John Hancock Premium Dividend Fund
 John Hancock Premium Dividend Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Premium Dividend Fund operates as a closed-end investment fund/trust. The company was founded on December 21, 1989 and is headquartered in Boston, MA. | Miscellaneous |
Hypatia Capital Group LLC
 Hypatia Capital Group LLC Investment Banks/BrokersFinance Hypatia Capital Group LLC is an asset management firm that sponsors female CEOs and balanced management teams. The private company is based in New York, NY and has subsidiaries in the United States. Hypatia Capital's CEO-level female executive network includes over 500 business leaders. The company was founded in 2007 and is focused on educating the general public on female-focused investing opportunities in all asset classes. The company was founded by Patricia Silvia Lizarraga, who has been the CEO since incorporation. | Finance |
Hypatia Capital Advisors LLC (Private Equity)
 Hypatia Capital Advisors LLC (Private Equity) Investment ManagersFinance Hypatia Capital Advisors LLC (Private Equity (Hypatia Capital) is a private equity division of Hypatia Capital Group LLC founded in 2007. The firm is headquartered in New York. | Finance |
Hypatia Capital Management LLC
 Hypatia Capital Management LLC Investment ManagersFinance Part of Hypatia Capital Group LLC, Hypatia Capital Management LLC provides investment advice. The private company is based in New York, NY. The company was founded in 2015 by Patricia Silvia Lizarraga. | Finance |
