Julia W. Sze
Impact Investor, Lecturer, Board and Investment Committee Member
- Role
- Member Board of Directors at Tern Bicycles
- Location
- Santa Fe, NM, US
- LinkedIn followers
- 500 followers
About Julia W. Sze
Julia has over 30 years of executive leadership experience in financial services as a portfolio manager, hedge fund manager, wealth advisor and CIO. Since 2008, she has been at the forefront of the impact investing field, working to build better environmental, social and corporate governance standards in businesses at all stages. She has been an advisor to and investor in a number of early stage companies, and teaches impact investing and sustainable finance at UC Berkeley\'s Haas School of Business. Julia serves on the board, audit and compensation committees of Cavco Industries (Nasdaq: CVCO), on the board, compensation committee, and chairs the nominating and governance committee of Turtle Beach (Nasdaq: TBCH), and on the board of Tern Bicycles.
Experience
Member Board of Directors
Sep 2018 — Present · TW
Education
Stanford University
MA, East Asian Studies
1989 — 1990
Stanford University
BA, Economics
1985 — 1989
Skills
- Investment Management
- Business Strategy
- Entrepreneurship
- Strategy
- Mutual Funds
- Asset Allocation
- Investments
- Alternative Investments
- Finance
- Asset Management
- Portfolio Management
- Due Diligence
- Strategic Planning
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