Managing Director, Asia Pacific at CAIA Association
Jo has been in Asia for almost 20 years, predominantly based in Hong Kong but with two valuable years spent in Singapore. She has held a number of senior Asia Pacific management positions, successfully leading sales, business development, marketing and client relationship management divisions for major institutions and has both built and managed large and effective regionally located teams.
Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of global institutions during her time in Asia covering intermediary, buy and sell side, entrepreneurial and most recently in the education business environment throughout the Alternative Investment industry.
In 2000 Jo joined HSBC Securities Services (previously Bank of Bermuda) as Head of Sales for the Asia Pacific region, based in Hong Kong and moved on to Head of Sales Asia (ex Japan) and Product Specialist for all alternative investment products at Deutsche Asset Management in 2005. In 2008 Jo rejoined the ex-Head of Bank of Bermuda / HSBC at Triple A Partners. In early 2011 Jo was invited to join the Chartered Alternative Investment Analyst (CAIA) Association, the international leader in alternative investment education and provider of the CAIA designation, as Managing Director and Head of Asia Pacific.
Jo enjoys the reputation of being hard-working, capable, committed and commercial, and was voted “Asia’s most influential woman in the alternative sector” and also one of “The 25 most influential people in Asian hedge funds” by the industry’s leading Asian Investor magazine. Jo also was a founding member of the Hong Kong AIMA Chapter and has been an Executive Committee Member since its inception.