Talk to sales Try for Free
Mike Lo, CFA

Mike Lo, CFA

Followers of Mike Lo, CFA2000 followers
location of Mike Lo, CFAToronto, Ontario, Canada

Connect with Mike Lo, CFA to Send Message

Connect

Connect with Mike Lo, CFA to Send Message

Connect

  • Timeline

  • About me

    Partner and Institutional Sales at EdgePoint

  • Education

    • Upper Canada College

      2004 - 2008
      International Baccalaureate Program

      Activities and Societies: Wedd's House Leadership Award, UCC Prefect, Head of Wedd's Boarding House, Varsity Basketball, Peer Mentor

    • Smith School of Business At Queen's University

      2017 - 2018
      Master of Finance

    • University of Toronto - Rotman School of Management

      2008 - 2012
      B. Comm Finance and Economics

  • Experience

    • Manulife

      Oct 2012 - Dec 2017

      Research and analysis for Investment Platform Management team

      • U.S. Pension Plans, Senior Investment Analyst

        Oct 2014 - Dec 2017

      • U.S. Pension Plans, Client Account Representative

        Oct 2012 - Oct 2014

    • Willis Towers Watson

      Jan 2018 - Mar 2021

      Responsible for advising to institutional clients (DB and DC pensions, endowments, foundations, family offices, etc.) in all aspects of their investments including governance structure, investment objectives, policy development, asset mix review, portfolio construction and performance monitoring. When the relationship is the right fit, providing OCIO services to institutional clients as well.

      • Associate Director, Investments

        Mar 2020 - Mar 2021

      • Investment Consultant

        Jan 2018 - Mar 2020

    • Black Creek Investment Management Inc.

      Apr 2021 - Jun 2023
      Co-Head, Client Relations

      Responsible for relationship management with consultants and institutional asset owners across the globe.

    • EdgePoint Wealth Management

      Jun 2023 - Mar 2025
      Partner, Institutional Relationship Manager

      Responsible for institutional business development and relationship management with consultants and asset owners across the globe.

  • Licenses & Certifications

  • Volunteer Experience

    • Vice Chair of Candidate Relations Committee

      Issued by CFA Society Toronto on Aug 2024
      CFA Society TorontoAssociated with Mike Lo, CFA

    • Alumni Steering Committee, Executive

      Issued by Rotman Commerce, University of Toronto on Aug 2018
      Rotman Commerce, University of TorontoAssociated with Mike Lo, CFA

    • Recruiting and Events Director

      Issued by Pan Asian Community for Employee Success (PACES) at Manulife Financial on Feb 2016
      Pan Asian Community for Employee Success (PACES) at Manulife FinancialAssociated with Mike Lo, CFA