![Tracy Cao](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Tracy Cao, CFA, is a Vice President & Team Lead Manager Research of Multi-Manager Strategies at Xponance, Inc. She joined the firm in 2013.
In this capacity, she identifies and evaluates prospective asset managers for the multi-manager strategy platform on a global basis.
Additionally, she sources boutique managers, conducts frequent on-site due diligence meetings, and produces original research for clients on a variety of global equity related topics.
Prior to Xponance, she was an equity research analyst intern at UBS Investment Bank, in both Amsterdam and Hong Kong, as well as an investment advisory intern at Merrill Lynch Wealth Management in Baltimore, Maryland.
She earned her M.S.
in Finance from Johns Hopkins University; her M.S.
in Business Economics from University of Amsterdam in The Netherlands; and her B.S.
in Insurance at Dongbei University of Finance and Economics in China.
She is a CFA charter holder.
Postes actifs de Tracy Cao
| Sociétés | Poste | Début |
|---|---|---|
Xponance, Inc.
 Xponance, Inc. Investment ManagersFinance Xponance provides equity and fixed income investment strategies through multiple platforms, on both a discretionary and non-discretionary basis. The firm aims to deliver long-term results that maximize returns per unit of risk, leveraging skill-based investment decisions. They perform bottom-up analysis on the corporate market as well as other spread sectors. | Analyst-Equity | 01/01/2013 |
Formation de Tracy Cao
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
42
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Amsterdam
 University of Amsterdam Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance provides equity and fixed income investment strategies through multiple platforms, on both a discretionary and non-discretionary basis. The firm aims to deliver long-term results that maximize returns per unit of risk, leveraging skill-based investment decisions. They perform bottom-up analysis on the corporate market as well as other spread sectors. | Finance |
Dongbei University of Finance & Economics
 Dongbei University of Finance & Economics Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
John Hopkins University Atlantic Basin Policy Institute
 John Hopkins University Atlantic Basin Policy Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
