Joyce Li, Cfa Email and Phone Number
Joyce Li, Cfa work email
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Joyce Li, Cfa personal email
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Strategic advisor at the intersection of AI, finance, and governance. I help board directors and C-suite executives in creating strategic business value through AI innovation and proper governance oversight. With my institutional investing career spanning nearly two decades, I've been evaluating some companies' AI/ML capabilities and their returns on investments since 2015. This institutional research backdrop, combined with co-founding and advising AI fintech startups, gives me unique insights into successful AI implementation in finance. Today, I advise C-suite executives and boards on AI strategy and governance, focusing on ROI-driven implementation and robust oversight frameworks. I help CFOs make confident AI investment decisions through practical frameworks for evaluating AI solutions, measuring returns, and optimizing AI budgets. I translate complex financial data and AI concepts into compelling narratives that drive strategic decision-making. My insights reach business leaders through:* Athena Alliance AI Governance Playbook (co-author)* "AI Simplified for Leaders" newsletter* Regular speaking engagements at premier investment and finance innovation events * Articles, webinars and podcasts on AI strategy, governance and leadershipAs a qualified financial expert and frequent speaker on corporate governance, I bring deep understanding of regulated institutions and governance frameworks to board oversight. While my fund management background and knowledge of ETF and mutual fund regulations positions me uniquely for fund board roles, I help boards across different industries navigate technological transformation while maintaining strong governance.Education: MBA (Palmer Scholar, Wharton), MS Computer Science (University of Virginia), CFA charterholder (Since 2006), Certification in AI/ML (Stanford), M&A (Stanford), and Private Equity (Wharton).⚡ What energizes me: Investing, turning complex AI decisions into practical roadmaps, helping CFOs evaluate and optimize AI investments, evaluating ROI from AI investments, modernizing board governance for the AI era, building bridges between finance and technology, mentoring future women leaders.Recent speaking engagements: https://www.averanda-ai.com/speakings
Averanda Partners
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Ceo And Chief Ai StrategistAveranda Partners Jan 2024 - PresentAdvising business leaders, investors, and board directors on their AI strategies and governance with a focus on the intersections of AI and finance. -
Advisory Board MemberOpenbb Jan 2024 - PresentNew York City, UsOpenBB is a VC-backed and AI-powered company that builds and democratizes the future of investment research.[* I also advise a few other startups on finance and partnership strategies. ] -
Co-Founder & CeoAveranda Ai May 2023 - Nov 2023Spearheaded the launch of an AI-powered financial planning platform targeting the modern affluent segment, guiding product design, strategic GTM partnerships, and competitive analysis. Decided to conclude the startup after strategic assessment post-launch, underscoring the importance of aligning with core market needs and the value of adaptability in the rapidly evolving AI landscape.
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Board President | Treasurer | Nominating Committee Chair | DirectorCfa Society San Francisco Jul 2016 - Jun 2023San Francisco, California, UsI served on the governance board of directors in various leadership roles. CFA Society San Francisco is one of the largest societies among the more than 150 CFA Societies globally with a membership of 3,700 investment professionals in the greater San Francisco Bay Area. -
Co-Lead Portfolio ManagerMatthews International Capital Management Feb 2016 - Dec 2022Co-led multi-billion dollar investments in equity strategies.
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Co-Founder And PartnerMpa Capital Apr 2013 - Jan 2016Long/short equity hedge fund. Raised investments from prominent LPs.
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Portfolio Manager And PrincipalMarvin & Palmer Associates, Inc Jan 2007 - Jan 2016Wilmington, Delaware, UsManaged international equity investments for institutional clients. -
Senior Investment AssociateWilmington Trust May 2006 - Jan 2007Wilmington, De, Us
Joyce Li, Cfa Skills
Joyce Li, Cfa Education Details
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The Wharton SchoolMaster Of Business Administration - Mba -
University Of VirginiaComputer Science -
Stanford UniversityMachine Learning Specialization -
Stanford University Graduate School Of BusinessMergers & Acquisitions -
Wharton Executive EducationPrivate Equity -
University Of VirginiaComputer Science
Frequently Asked Questions about Joyce Li, Cfa
What company does Joyce Li, Cfa work for?
Joyce Li, Cfa works for Averanda Partners
What is Joyce Li, Cfa's role at the current company?
Joyce Li, Cfa's current role is Builder and Advisor: AI in Finance & Board Governance | Former Multi-Billion$ Investment Fund Executive | Ex Board Chair of CFA San Francisco | LinkedIn Top AI Voice (2024) | SEC Qualified Financial Expert.
What is Joyce Li, Cfa's email address?
Joyce Li, Cfa's email address is li****@****mer.com
What is Joyce Li, Cfa's direct phone number?
Joyce Li, Cfa's direct phone number is +141578*****
What schools did Joyce Li, Cfa attend?
Joyce Li, Cfa attended The Wharton School, University Of Virginia, Stanford University, Stanford University Graduate School Of Business, Wharton Executive Education, University Of Virginia.
What skills is Joyce Li, Cfa known for?
Joyce Li, Cfa has skills like Equities, Investments, Portfolio Management, Hedge Funds, Equity Research, Emerging Markets, Financial Modeling, Investment Management, Valuation, Python, Machine Learning In Financial Analysis, Machine Learning.
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