Wesley K. S. Phoa
Président chez The Los Angeles Conservancy
Profil
Dr. Wesley K.
Phoa is a Chairman at The Los Angeles Conservancy, a Portfolio Manager at Capital Research & Management Co., a Portfolio Manager at Capital International, Inc. and a Portfolio Manager & Analyst at Capital Research & Management Co. His focus is on fund-of-funds and multi-asset solutions.
Mr. Phoa serves on the Target Date Solutions Committee and the Portfolio Solutions Committee.
He has 30 years of investment experience and has been with Capital Group for 25 years.
Earlier in his career at Capital, Wesley served as a fixed income portfolio manager with a focus on rates-driven and long duration strategies.
His areas of research responsibility included interest rates, monetary policy and financial economics.
He has also been involved in the development of several fund-of-funds strategies and custom solutions for institutional clients.
Prior to joining Capital, he was Director of Research with Capital Management Sciences and was a Quantitative Analyst with Deutsche Bank in Australia.
He holds a PhD in pure Mathematics from Trinity College at the University of Cambridge and a Bachelor’s degree with honors from the Australian National University.
Postes actifs de Wesley K. S. Phoa
| Sociétés | Poste | Début |
|---|---|---|
Capital Research & Management Co. (Fixed Income Investors)
 Capital Research & Management Co. (Fixed Income Investors) Investment ManagersFinance Capital Research & Management Co. (CRMC) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Jonathan Bell Lovelace in 1931 and operates as a wholly-owned subsidiary of The Capital Group Companies, Inc. CRMC provides investment management services to registered investment companies and other pooled investment vehicles. In addition, the firm serves as the investment adviser to Capital Bank and Trust Company in its capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. They also provide investment management and related services to participants in managed account programs. | Analyst-Fixed Income | - |
Capital Research & Management Co.
 Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. | Analyst-Fixed Income | - |
The Los Angeles Conservancy
 The Los Angeles Conservancy Miscellaneous Commercial ServicesCommercial Services The Los Angeles Conservancy is a non-profit organization that provides education and advocacy to recognize, preserve, and revitalize the historic architectural and cultural resources. It offers walking tours, group walking tours, and self-guided tours. The company was founded in 1978 and is headquartered in Los Angeles, CA. | Président | - |
Capital International, Inc.
 Capital International, Inc. Investment ManagersFinance Capital International, Inc. (CI) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1987 as Capital International Research & Management, Inc. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Companies, Inc. CI provides investment management and advisory services to a registered investment company, other pooled investment vehicles exempt from registration, corporate entities, pension plans, endowments and foundations, certain affiliated companies, foreign governmental entities and other institutions. | Portfolio Manager-Fixed Income | - |
Anciens postes connus de Wesley K. S. Phoa
| Sociétés | Poste | Fin |
|---|---|---|
Capital Management Sciences, Inc.
 Capital Management Sciences, Inc. Information Technology ServicesTechnology Services Part of Intercontinental Exchange, Inc., Capital Management Sciences, Inc. makes portfolio management systems. The company is based in Los Angeles, CA. Capital Management Sciences was acquired by ICE Data Services, Inc., part of Intercontinental Exchange, Inc. from July 29, 2010 on June 08, 1993 for $24.30 million. | Corporate Officer/Principal | - |
| Deutsche Bank AG (Australia) | Corporate Officer/Principal | - |
Capital Guardian Trust Co.
 Capital Guardian Trust Co. Investment ManagersFinance Capital Guardian Trust Co. (CGTC) is a registered investment advisor headquartered in Los Angeles, California. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Cos., Inc. The Capital Group Companies form one of the most experienced families of investment management firms in the world, dating to 1931, and have always been privately held. CGTC was chartered in 1968 under California banking laws as a non-depository trust company. They provides investment management and advisory services to large corporate and public pension plans, financial institutions, registered investment companies, endowments and foundations, foreign investors, and certain affiliated companies. In addition, the firm serves as the investment advisor to the trustee for privately-offered collective investment trusts that are exempt from SEC registration. CGTC also provides investment management to individuals, corporations, foundations, trusts and other investors through wrap fee programs or separate account client programs. The firm provides investment management and trust services to high net-worth individuals and trusts through the Capital Group Private Client Services (CGPCS) division. | Analyst-Fixed Income | - |
Formation de Wesley K. S. Phoa
| Australian National University | Undergraduate Degree |
| Trinity College, Cambridge | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Capital Guardian Trust Co.
Capital Guardian Trust Co. Investment ManagersFinance Capital Guardian Trust Co. (CGTC) is a registered investment advisor headquartered in Los Angeles, California. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Cos., Inc. The Capital Group Companies form one of the most experienced families of investment management firms in the world, dating to 1931, and have always been privately held. CGTC was chartered in 1968 under California banking laws as a non-depository trust company. They provides investment management and advisory services to large corporate and public pension plans, financial institutions, registered investment companies, endowments and foundations, foreign investors, and certain affiliated companies. In addition, the firm serves as the investment advisor to the trustee for privately-offered collective investment trusts that are exempt from SEC registration. CGTC also provides investment management to individuals, corporations, foundations, trusts and other investors through wrap fee programs or separate account client programs. The firm provides investment management and trust services to high net-worth individuals and trusts through the Capital Group Private Client Services (CGPCS) division. | Finance |
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. | Finance |
Capital International, Inc.
Capital International, Inc. Investment ManagersFinance Capital International, Inc. (CI) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1987 as Capital International Research & Management, Inc. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Companies, Inc. CI provides investment management and advisory services to a registered investment company, other pooled investment vehicles exempt from registration, corporate entities, pension plans, endowments and foundations, certain affiliated companies, foreign governmental entities and other institutions. | Finance |
Capital Management Sciences, Inc.
Capital Management Sciences, Inc. Information Technology ServicesTechnology Services Part of Intercontinental Exchange, Inc., Capital Management Sciences, Inc. makes portfolio management systems. The company is based in Los Angeles, CA. Capital Management Sciences was acquired by ICE Data Services, Inc., part of Intercontinental Exchange, Inc. from July 29, 2010 on June 08, 1993 for $24.30 million. | Technology Services |
| Deutsche Bank AG (Australia) | Finance |
The Los Angeles Conservancy
The Los Angeles Conservancy Miscellaneous Commercial ServicesCommercial Services The Los Angeles Conservancy is a non-profit organization that provides education and advocacy to recognize, preserve, and revitalize the historic architectural and cultural resources. It offers walking tours, group walking tours, and self-guided tours. The company was founded in 1978 and is headquartered in Los Angeles, CA. | Commercial Services |
Capital Research & Management Co. (Fixed Income Investors)
Capital Research & Management Co. (Fixed Income Investors) Investment ManagersFinance Capital Research & Management Co. (CRMC) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Jonathan Bell Lovelace in 1931 and operates as a wholly-owned subsidiary of The Capital Group Companies, Inc. CRMC provides investment management services to registered investment companies and other pooled investment vehicles. In addition, the firm serves as the investment adviser to Capital Bank and Trust Company in its capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. They also provide investment management and related services to participants in managed account programs. | Finance |
