Teresa Kong, Cfa Email and Phone Number
Finance executive with over 25 years' experience in investment management, capital markets, corporate strategy and risk. Former member of Executive Committee, Head of Fixed Income and Portfolio Manager at Matthews Asia. Former Head of Emerging Market Investments at BlackRock (formerly Barclays Global Investors). Finalist for 50 Women to Watch for Boards by 50/50 Women on Boards™ in 2024DOMAIN EXPERTISE:- Global Emerging Markets: Credit / Currency / Rates- Securities: Bonds, CDOs, Leveraged Loans, Convertibles, Equities- Derivatives: Swaps (Currency, Interest Rate, Total Return, Variance), CDS- Capital Markets: Debt, Equity, Structured Products- M&A / Advisory- Distressed / Debt Restructuring- Financial Statement Analysis: Forensic accounting, IFRS, GAAP (US, China, India)- ESG / Sustainability / Impact Investing- BlockchainFUNCTIONAL EXPERTISE:- Audit Committee Financial Expert- Executive: Served on Matthews’ Executive Committee- Investment Management: Portfolio Management / Research / Analytics / Trading / Risk management - Product Management: 40 Act, ETFs / Luxembourg UCITS / Separately Managed Accounts- Business Development: Institutional (Sovereign wealth, pensions, insurance, banks, registered investment advisors). Channel Distribution globally across regulated jurisdictions of North America, Latin America, Europe, Middle East, and Asia.- Talent Management: Succession Planning / MentoringREGULATORY EXPERTISE:- US 1940 Act Mutual Funds and ETFs, ERISA- Luxembourg UCITs, EU’s Sustainable Finance Disclosure Regulation- Policy / Strategy: Provider of Expert Testimony to US Congressional CommitteePROFESSIONAL EXPERIENCE :- Built Barclays Global Investors Emerging Market Fixed Income (now BlackRock)- Built Matthews Asia’s Fixed Income Investment Platform- Investment Management: Portfolio Manager / Analyst / Trader / Research- Product Management: Mutual Funds, ETFs,- Risk Management: Investment and Enterprise- Liability Driven Investing- Forecasting & Budgeting- Financial Planning & Reporting- Mergers & Acquisitions / Advisory- Debt Restructurings- International Development at the World BankPERSONAL: - Lived / worked in the Americas, Asia, and Europe- Fluent in English and German. Conversant in Cantonese.- Frequent commentator on media (Bloomberg, CNN, Reuters, MSNBC, NPR, PBS)
Impax Funds (Us)
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Independent Trustee I Audit Committee | Governance CommitteeImpax Funds (Us)California, United States
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Independent Trustee I Audit Committee | Governance CommitteeImpax Funds (Us) Aug 2024 - PresentPortsmouth, New Hampshire, United StatesImpax Funds are advised by Impax Asset Management, a firm founded in 1971 which has pioneered investment in the transition to a more sustainable global economy. With USD 49 billion assets under management, it is one of the largest investment managers dedicated to this area. -
Independent Director Of The BoardDelphia Aug 2022 - Nov 2024Toronto, Ontario, CanadaDelphia has a vision: a world where our data unlocks economic empowerment. The goal is to build data as an asset class of the people, for the people, by the people, helping each individual accrue a greater share of the economics generated by the data they’re already creating. -
Head Of Fixed Income, Portfolio ManagerMatthews International Capital Management Jul 2010 - Aug 2022San Francisco Bay AreaMember of Executive Committee driving the strategic vision and business plan for Matthews. Formulated firm's expansion from Asia into Emerging Markets and from Mutual Funds to ETFs and sub-advisory businesses. Led, built, and managed fixed income investment strategies in Asia and Emerging Markets. Responsible for strategic direction, profitability and product design. Managed $400 million across Matthews Asia Total Return Bond and Matthews Asia Credit Opportunities strategies. Led data, analytics, and ESG architecture for fixed income and equities. Implement order, execution, risk, compliance and attribution systems for fixed income and derivatives. Chief spokesperson on macro, credit, currency and interest rates.to clients and media. Feature monthly speaker on Bloomberg, Reuters, WSJ, CNBC. Provided expert testimony to US Congress's U.S.-China Economic and Security Review Commission. -
Head Of Emerging Market InvestmentsBlackrock 2006 - 2009Founded the systematic fixed Income emerging markets investment platform at BlackRock, formerly Barclays Global Investors (BGI). Responsible for its overall strategic direction, product development, investment management and pnl. Developed long/short (directional and relative value), active, and passive strategies across credit, currencies, and rates. Launched iShare's Emerging Market Bond ETF (EMB). Ran a global team of portfolio managers/traders based in San Francisco and London running a global book of risk. Led the development of research, trading, analytics, risk and attribution platform. -
Credit StrategistBarclays Global Investors 2002 - 2006Spearheaded the building of systematic credit platform and advised clients on credit solutions across long/short, long, and passive solutions. Instrumental in the development of investment process for credit products (bonds, leveraged loans), including the specification of alpha signals, risk parameters, attribution and data architecture with team of data scientists. Responsible for the performance of actively managed high yield assets of USD1.5bn for separately managed pension accounts. Supported the development of multi-asset allocation model and development of Global Alpha strategies.
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Senior Securities AnalystOppenheimerfunds 1999 - 2002Applied value-driven, fundamental investment process to develop issue, issuer and industry recommendations for $6bn in high yield assets. Industries covered include media, broadcasting, cable, financials, healthcare, and utilities. High Yield Funds outperformed Lipper Index during my tenure. Served as lead investor in negotiating financial restructurings, including the restructuring of Wessex Water Utility (former subsidiary of Enron) resulting in almost full recovery for senior bondholders. Structured OppenheimerFunds’ first Collateralized Debt Obligation (CDO). Winner of the 2000 Spiro Award for outstanding effort and for best exemplifying OppenheimerFunds’ Statement of Shared Values. -
Associate, Latin America Capital Markets, Emerging Markets Sales Trading And ResearchJpmorgan Jan 1997 - Jan 1999Member of the number one ranked (by issuance) Latin America Capital Markets team. Designed and presented financing and liability management solutions, including bond issuance, swaps, buybacks, interest rate options and credit-linked notes for emerging market issuers. Coordinated marketing and syndication effort with investment banking, research, sales and trading. Responsible for the training of new associates and analysts. Promoted to Associate after just one year as Analyst. -
Analyst, Structured Products GroupJpmorgan Oct 1995 - Dec 1997Member of team responsible for structuring, modeling, and marketing of asset-backed securities and private placements. Developed discounted cash flow, multiples, relative value, and asset valuation models. Drafted numerous private placement memoranda incorporating investment considerations, pro-forma financials, covenants, and sales agreement. Coordinated internal tax, accounting, and legal efforts. Facilitated the negotiation of terms and covenants between issuers and investors.
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Project Assistant, Private Sector DevelopmentThe World Bank Jun 1994 - Sep 1994Assessed the competitiveness of Morocco’s export industries for Moroccan Ministry of Finance and Trade. Examined market shares, degree of processing, linkages between industries, and balance of trade.
Teresa Kong, Cfa Education Details
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International Development Policy (Formerly Food Research Institute) -
Dual Major In Economics And Political Science
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Certificate In Cryptocurrency -
Political Science -
Gymnasium Oldenfelde, Hamburg, Germany -
University Of Minnesota Talented Youth Mathematics Program (Umtymp)
Frequently Asked Questions about Teresa Kong, Cfa
What company does Teresa Kong, Cfa work for?
Teresa Kong, Cfa works for Impax Funds (Us)
What is Teresa Kong, Cfa's role at the current company?
Teresa Kong, Cfa's current role is Independent Trustee I Audit Committee | Governance Committee.
What schools did Teresa Kong, Cfa attend?
Teresa Kong, Cfa attended Stanford University, Stanford University, Massachusetts Institute Of Technology, Freie Universität Berlin, Gymnasium Oldenfelde, Hamburg, Germany, University Of Minnesota.
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