Faculty & Research

Faculty and Executive Leadership Directory



Julia W. Sze

Lecturer
Other
415-722-7964
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


  • Investment Advisory Committees at Spring Point Partners LLC; RSF Social Finance. www.thespringpoint.com; www.rsfsocialfinance.org
  • Board Member, Tern Bicycles. www.ternbicycles.com
  • Berkeley Haas Social Venture Fund Council Member
  • Chair, Strategic Advisory Board, Amalgamated Bank. www.amalgamatedbank.com
  • Member of 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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