Jacky S. Lee

Jacky S. Lee currently serves as Senior Managing Director and Head of the Total Portfolio Group at HOOPP since September 2019, focusing on Liability-Aware Investing strategies, dynamic bond allocation, integrated management for equities, and macroeconomic factor frameworks, among other key responsibilities. As an Editorial Advisory Board Member for Portfolio Management Research, Jacky S. Lee contributes to The Journal of Portfolio Management and the Journal of Financial Data Science. Previously, Jacky S. Lee was Managing Director for Total Fund Management at Ontario Teachers' Pension Plan for over a decade, leading initiatives such as annual investment plans and advanced risk management strategies. Jacky S. Lee's academic background includes multiple degrees from the University of Toronto, culminating in a Master of Mathematical Finance and earlier degrees in Mechanical Engineering, with a focus on Microfluidics and Mechatronics.