Susan Chen

Managing Director-Public Equity at UTIMCO

Susan Chen

Susan Chen

Managing Director-Public Equity at UTIMCO

Overview
RelSci Relationships

1162

Number of Awards

1

Contact Data
Trying to get in touch with Susan Chen? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Susan Chen likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Managing Director & Chief Operating Officer at UTIMCO

Relationship likelihood: Strong

Managing Director-Real Return at UTIMCO

Relationship likelihood: Strong

Managing Director-Fixed Income at UTIMCO

Relationship likelihood: Strong

Managing Director-Hedge Funds at UTIMCO

Relationship likelihood: Strong

Managing Director-Risk Management at UTIMCO

Relationship likelihood: Strong

Managing Director-Private Equity at UTIMCO

Relationship likelihood: Strong

President, Chief Executive Officer & Chief Investment Officer at UTIMCO

Relationship likelihood: Strong

Deputy Chief Investment Officer at UTIMCO

Relationship likelihood: Strong

Corporate Counsel & Chief Compliance Officer at UTIMCO

Relationship likelihood: Strong

Managing Director-Tactical Asset Allocation at UTIMCO

Relationship likelihood: Strong

Paths to Susan Chen
Potential Connections via
Relationship Science
You
Susan Chen
Managing Director-Public Equity at UTIMCO
Education
AB in Economics, magna cum laude, Phi Beta Kappa

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

MBA

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

JD, cum laude

Harvard Law School offers an energetic and creative learning environment, a diverse and dedicated faculty—whose expertise spans a broad array of legal subjects—and a student body that comes from every state in the U.S. and more than 70 countries around the world. Approximately 1,900 students attend HLS each year: 1,680 J.D. students, 160 LL.M. students, and 50 S.J.D. candidates. The faculty includes more than 100 full-time professors and more than 150 visiting professors, lecturers on law, and instructors. The curriculum features more than 260 courses and seminars that cover a broad range of traditional and emerging legal fields. A Harvard Law education prepares students for success in law practice, business, public service, teaching, and more. Most HLS students are pursuing a J.D. (Juris Doctor) degree, while many others are earning an LL.M. (Master of Laws) or the S.J.D. (Doctor of Juridical Science). Harvard Law School also offers many joint degree programs, coordinated programs, and concurrent degree opportunities with other schools within Harvard University. The Law School community is also home to numerous research programs and engaging publications, including books, scholarly periodicals, newsletters, and a weekly student newspaper.

Career History
Managing Director-Public Equity
2008 - Current

University of Texas Investment Management Co. (UTIMCO) invests the endowment and operating assets entrusted to them primarily through internal mutual funds, each with distinct time horizons and unique risk and return characteristics. The firm allocates the assets in the internal mutual funds to internally and externally managed portfolios in accordance with approved asset allocation policies. UTIMCO's investment approach focuses on investments in a broadly diversified portfolio of equity, fixed-income and real assets across global markets using a long-term investment horizon. To earn above market returns, UTIMCO also invests in several asset categories that are characterized by complex, illiquid, and mispriced securities where proprietary information and sophisticated investment strategies offer the opportunity for value-added returns. These assets typically provide returns which have a low correlation with those of the more traditional exchange-traded equities and fixed-income securities and offer the additional advantage of reducing overall risk. These investments include hedge funds and private investments including venture capital, buyouts, growth equity financings, real estate and natural resources related opportunities.

Risk Arbitrage Research Team
Tenure Unconfirmed

Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC).Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection.The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe.The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information.

Research Analyst
Prior - 2008

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC).The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch.MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines.Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries.The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.

Awards & Honors
CPA (Certified Public Accountant)
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Susan Chen. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Susan Chen's profile does not indicate a business or promotional relationship of any kind between RelSci and Susan Chen.