Faculty & Research

Faculty and Executive Leadership Directory



Julia W. Sze

Lecturer
Other
Email: click on the envelope icon below for full email address
Academic Status: On duty
Office Hours: Tuesdays 4-6pm
Personal Homepage: www.juliawsze.com
LinkedIn Profile

Education


M.A. East Asian Studies, Stanford University

B.A. Economics, Stanford University



Positions Held


At Haas since 2018:

2018 – Present, Lecturer, Institute for Business and Social Impact

2015-Present, Impact Investment Strategy Advisor as sole practitioner and at Arabella Advisors.

2004-2015, Chief Investment Officer for multifamily offices including Sonen Capital LLC, Abbot Downing, and Bank of America Alternative Investments.

1991-2004, Asian equities portfolio manager with Cameron Global Investments LLC, Credit Lyonnais Asset Management, Indosuez Asset Management.

1990-1991, Economic Consultant at the Organization for Economic Cooperation and Development.



External Service and Assignments


2018-Present: Investment Advisory Committees at Spring Point Partners LLC; RSF Social Finance. www.thespringpoint.com; www.rsfsocialfinance.org

2018-Present: Board Member, Tern Bicycles. www.ternbicycles.com

2018-Present: Berkeley Haas Social Venture Fund Council Member

2016-Present: Chair, Strategic Advisory Board, Amalgamated Bank. www.amalgamatedbank.com

1998-Present: member Chartered Financial Analyst (CFA)



Current Research and Interests


  • Women and entrepreneurship: supporting and developing women leaders
  • Total portfolio activation: aligning mission and values across all asset classes in an investment and philanthropic portfolio


Selected Papers and Publications


  • Investing in Innovation: Philanthropic Support of the Local Food Movement, August 2017. US Federal Reserve and USDA Food Systems Review.


Teaching


Social Lean Launchpad




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