Profiel
Lu Yan worked as a Director of Risk Analysis at Global Endowment Management LP.
He then worked as a Principal at Wachovia Securities, Inc. and as a Principal at Capital One Asset Management LLC.
From 2013 to 2018, he was the Managing Director of Asset Allocation at Emory University's Investment Management.
Mr. Yan holds an undergraduate degree from Cornell University and a graduate degree from Stanford University.
Eerdere bekende functies van Lu Yan
Bedrijven | Functie | Einde |
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Emory University (Investment Management)
Emory University (Investment Management) Investment ManagersFinance Emory University (Investment Management), do-business-as Emory Investment Management (EIM), is the investment management division of Emory University, a private institution headquartered in Atlanta, Georgia. EIM manages the assets of Emory University, Emory Healthcare, and The Carter Center. | Analyst-Equity | 01-08-2018 |
Capital One Asset Management LLC
Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management LLC (COAM) is a registered investment advisor headquartered in Houston, Texas. The firm is an investment management division of Capital One N.A. and their ultimate parent is Capital One Financial Corp. (NYSE: COF). They were formerly known as Hibernia Asset Management LLC and were a subsidiary of Hibernia National Bank. COAM's only client is Capital One, N.A. The firm advises Capital One N.A. in managing the assets the bank holds as a fiduciary in its trust and investment management accounts. COAM’s services to the bank include investment policy and asset allocation advice, as well as managing financial asset portfolios. Capital One N.A.'s clients include individuals, banks or thrift institutions, corporations, retirement plans, endowments, foundations, municipalities or other public/government entities, charitable and non-profit organizations, and trusts and estates. | Corporate Officer/Principal | - |
Wachovia Securities, Inc. | Corporate Officer/Principal | - |
Global Endowment Management LP
Global Endowment Management LP Investment ManagersFinance Global Endowment Management LP (GEM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded in 2007 by Thruston B. Morton III, Stephanie S. Lynch and Hugh N. Wrigley. They are a subsidiary of Global Endowment Partners LP. GEM provides investment management to private investment funds, as well as to separately managed accounts. | Corporate Officer/Principal | - |
Opleiding van Lu Yan
Cornell University | Undergraduate Degree |
Stanford University | Graduate Degree |
Ervaring
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Bedrijven in privébezit | 4 |
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Emory University (Investment Management)
Emory University (Investment Management) Investment ManagersFinance Emory University (Investment Management), do-business-as Emory Investment Management (EIM), is the investment management division of Emory University, a private institution headquartered in Atlanta, Georgia. EIM manages the assets of Emory University, Emory Healthcare, and The Carter Center. | Finance |
Global Endowment Management LP
Global Endowment Management LP Investment ManagersFinance Global Endowment Management LP (GEM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded in 2007 by Thruston B. Morton III, Stephanie S. Lynch and Hugh N. Wrigley. They are a subsidiary of Global Endowment Partners LP. GEM provides investment management to private investment funds, as well as to separately managed accounts. | Finance |
Wachovia Securities, Inc. | Finance |
Capital One Asset Management LLC
Capital One Asset Management LLC Investment ManagersFinance Capital One Asset Management LLC (COAM) is a registered investment advisor headquartered in Houston, Texas. The firm is an investment management division of Capital One N.A. and their ultimate parent is Capital One Financial Corp. (NYSE: COF). They were formerly known as Hibernia Asset Management LLC and were a subsidiary of Hibernia National Bank. COAM's only client is Capital One, N.A. The firm advises Capital One N.A. in managing the assets the bank holds as a fiduciary in its trust and investment management accounts. COAM’s services to the bank include investment policy and asset allocation advice, as well as managing financial asset portfolios. Capital One N.A.'s clients include individuals, banks or thrift institutions, corporations, retirement plans, endowments, foundations, municipalities or other public/government entities, charitable and non-profit organizations, and trusts and estates. | Finance |