In his capacity as director of content, Larry Cao serves as a thought leader for CFA Institute and its constituencies in Asia-focused content, events, and conferences. He conducts original research and develops educational products with a focus on the investment industry in Asia Pacific.
Mr. Cao has over 15 years of experience in the investment industry. Prior to joining the CFA Institute, Larry worked at HSBC as Senior Client Education and Product Communications Manager for the Asia-Pacific region. He started his career at the People’s Bank of China as a U.S. dollar fixed-income portfolio manager. He also worked for the U.S. asset manager Munder Capital
managing U.S. and international equity portfolios, and Morningstar developing financial planning and asset allocation programs for a global financial institution clientele.
Mr. Cao has been interviewed by a wide range of business media including Bloomberg, CNN, Financial Times, and Wall Street Journal. He has also spoken at a number of conferences and published in academic and industry publications on topics such as asset allocation, equities, ETF, financial planning, fixed income, retirement and saving behavior. He graduated from the University of Notre Dame in the United States with a master’s degree in business administration and was a visiting scholar at the MIT Sloan School of Management. He is a CFA charterholder.
