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I am an accomplished investment professional with a proven track record of designing, bringing-to-market, and managing investment fund franchises that span product lines, including global fixed income, global asset allocation, systematic absolute return, and insurance linked securities. In nearly 25 years at Oppenheimerfunds and Invesco, my contributions have helped garner $15+ billion of aggregate AUM flows and advance innovations in institutional money management. Specific highlights of my accomplishments include:• Designed, built and implemented suite ($2.5 billion) of uncorrelated systematic and alternative strategies within multi-sector fixed income funds. Many of the strategies incorporated artificial intelligence and were the initial generation of machine learning investing algorithms.• Designed, built and managed Oppenheimerfund’s largest fund of funds ($2.5 billion) with systematic-focused tactical allocation strategies that I developed.• Designed, built, and managed a multi-strategy absolute return fund ($250 million) that deployed an expansive set of systematic strategies, including stock selection, global macro, credit selection, and event-driven. The majority of these strategies were authored by me.• Designed, built, and managed insurance-linked securities funds (catastrophe bonds, private reinsurance securities) ($450 million) that incorporated in-house developed risk and valuation tools for security valuation and risk measurement. Many of these tools were developed by me.• Introduced to Oppenheimerfunds the first generation of risk measurement and risk management tools and practices for the firm’s investment department.• Served as team leader to many of the above mentioned fund products as well as in risk management. I am currently a private investor residing in the U.S. west coast (Seattle and San Francisco).
Self-Employed
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Private InvestorSelf-Employed Feb 2021 - Present
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Senior Porfolio ManagerInvesco Us May 2019 - Feb 2021 -
Vp - Senior Portfolio ManagerOppenheimerfunds Feb 1999 - May 2019New York, New YorkLead portfolio manager of absolute return, asset allocation, and insurance-linked securities funds. Have also served as co-portfolio manager for global fixed income and investment grade funds. My investment process, in which I initiated and built at Oppenheimer, involves directing a team of analysts in the development and employment of systematic, disciplined absolute return strategies across multiple assets including equities, fixed income, currencies, commodities, and volatility, as well as emerging alternative asset classes.Funds that I sole or co-managed include:1. Oppenheimer Master Event Linked Bond Fund (2008 - 2019) (led development and launch)2. OppenheimerFunds Active Allocation Fund (2005 - 2019) (co-led development and launch)3. Oppenheimer Global Multi Strategies Fund (2007 - 2018) (led development and launch)4. Oppenheimer Global Strategic Income Fund (2004 - 2011)5. Oppenheimer Multi Sector Income Trust Fund (1999 - 2005) -
Avp - Director Of Quantitative ResearchOppenheimerfunds Jul 1996 - Feb 1999New York, New YorkDirected team of research analysts to develop and manage the firm's risk management and performance and attribution systems with primary focus on the fixed income department. Led quantitative research for all fixed income portfolio teams. Provided quantitative research support on an ad hoc basis to equity, marketing, and corporate strategy departments.
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Teaching And Research AssistantUniversity Of Chicago, Graduate School Of Business Sep 1991 - Mar 1994Chicago, IlAssisted in teaching advanced MBA/PhD finance class in asset pricing, continuous-time finance, derivative, mortage and fixed income securities and international portfolio allocation. Estimated asset returns using non-linear production and factor models. Demonstrated that these models could better explain stock returns than traditional asset pricing models.
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Financial AnalystMerrill Lynch Capital Markets, Public Finance Group Aug 1987 - Aug 1989Los Angeles, CaWorked directly with state and local government officials and major real estate developers to structure in excess of $1 billion of various tax-exempt bond financings and interest rate swaps. Designed and implemented bond structuring and refinancing, investment portfolio and interest rate derivative models. Wrote and presented proposals to solicit new business for the Group.
Caleb Wong Skills
Caleb Wong Education Details
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Economics -
Computer Science -
Management -
Newport High School
Frequently Asked Questions about Caleb Wong
What company does Caleb Wong work for?
Caleb Wong works for Self-Employed
What is Caleb Wong's role at the current company?
Caleb Wong's current role is Private Investor.
What is Caleb Wong's email address?
Caleb Wong's email address is cc****@****ine.net
What is Caleb Wong's direct phone number?
Caleb Wong's direct phone number is +121232*****
What schools did Caleb Wong attend?
Caleb Wong attended University Of Chicago, Massachusetts Institute Of Technology, Massachusetts Institute Of Technology, Newport High School.
What skills is Caleb Wong known for?
Caleb Wong has skills like Fixed Income, Investments, Equities, Portfolio Management, Alternative Investments, Derivatives, Hedge Funds, Asset Allocation, Portfolio Optimization, Mutual Funds, Bonds, Valuation.
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Caleb Wong
Co-Founder & Software Engineer @ Bizzcount, Student At Valencia High SchoolYorba Linda, Ca -
Caleb Wong
Recruiting Coordinator Intern @ Linkedin | Psm I | Project Management Student | Year UpSan Francisco Bay Area
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