Jacky S. Lee

Senior Managing Director Head of Total Portfolio Group @HOOPP (Healthcare of Ontario Pension Plan)

Toronto, ON, CA

Scope spans total-fund strategy and asset allocation, portfolio construction and analytics, economic and thematic research, and enterprise governance alignment. Key initiatives include leading HOOPP’s enterprise-wide transition from Strategic Asset Allocation to its Total Portfolio Approach; developing macro-regime and structural frameworks that integrate strategy, risk, and balance-sheet design; pioneering the Fund’s first factor-based asset-allocation model unifying public and private markets; and guiding multi-billion-dollar allocation proposals through market dislocations and inflationary regimes. Additional mandates include advancing active-risk, liquidity, and balance-sheet management frameworks; implementing HOOPP’s first VaR-based risk platform (BlackRock Aladdin); and championing innovation in macro modeling, AI, and decision-support analytics to strengthen enterprise-wide decision making.

University of Toronto

Bachelor of Applied Science, Mechanical Engineering - Mechatronics

University of Toronto

Master of Mathematical Finance, Finance and Investments

University of Toronto

Master of Applied Science, Mechanical Engineering - Microfluidics & Micro Electrical-Mechanical System