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Lei Liao
Corporate Officer/Principal chez
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND
Profil
Mr. Lei Liao, CFA MBA, is a Equity Index Portfolio Manager at Teachers Advisors LLC and TIAA-CREF Investment Management LLC.
He has portfolio management responsibilities for all equity index strategies, social choice equity portfolios, as well as some of the firm’s ETF product line.
Mr. Liao joined the firm in 2012 and began working in the investment industry in 2004.
He previously worked as Senior Equity Portfolio Manager at Northern Trust Corp.
Mr. Liao graduated with an M.B.A. from the Ross Business School at the University of Michigan.
He also holds the CFA designation.
Postes actifs de Lei Liao
| Sociétés | Poste | Début |
|---|---|---|
| NUVEEN DOW 30 DYNAMIC OVERWRITE FUND | Corporate Officer/Principal | - |
| NUVEEN S&P 500 DYNAMIC OVERWRITE FUND | Corporate Officer/Principal | - |
| NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | Corporate Officer/Principal | - |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Teachers Advisors LLC
 Teachers Advisors LLC Investment ManagersFinance TAL manages separate client-focused equity, fixed income and balanced portfolios, and equity, fixed income and balanced mutual funds. The firm invests globally across virtually all asset classes, in both traditional and alternative markets. For equity portfolios, they concentrate on individual companies rather than sectors or industries. TAL looks for companies whose assets appear undervalued in the market. For the fixed income portfolios, the firm conducts their own credit analysis, paying particular attention to economic trends and other market events to construct a portfolio of securities that is diversified, as applicable, by industry, maturity, duration, credit quality and country. | Gestionnaire de Portefeuille-Actions | 01/03/2012 |
Anciens postes connus de Lei Liao
| Sociétés | Poste | Fin |
|---|---|---|
Northern Trust Global Investments
 Northern Trust Global Investments Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 31/12/2011 |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Gestionnaire de Portefeuille-Actions | 31/03/2008 |
World Asset Management, Inc.
 World Asset Management, Inc. Investment ManagersFinance WAM aims to help clients build broadly diversified portfolios in a cost-effective manner. The firm focuses exclusively on quantitative investment products and services. Their quantitative methodologies allow them to passively manage index portfolios tailored meet each client’s unique needs. WAM offers fixed income strategies and domestic & foreign equity strategies across a broad range of investment styles, market-caps, regions and assets. | Corporate Officer/Principal | - |
Formation de Lei Liao
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
54
Relations au 1er degré
12
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Finance |
Teachers Advisors LLC
Teachers Advisors LLC Investment ManagersFinance TAL manages separate client-focused equity, fixed income and balanced portfolios, and equity, fixed income and balanced mutual funds. The firm invests globally across virtually all asset classes, in both traditional and alternative markets. For equity portfolios, they concentrate on individual companies rather than sectors or industries. TAL looks for companies whose assets appear undervalued in the market. For the fixed income portfolios, the firm conducts their own credit analysis, paying particular attention to economic trends and other market events to construct a portfolio of securities that is diversified, as applicable, by industry, maturity, duration, credit quality and country. | Finance |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management. | Finance |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 Nuveen NASDAQ 100 Dynamic Overwrite Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen S&P 500 Dynamic Overwrite Fund
 Nuveen S&P 500 Dynamic Overwrite Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northern Trust Global Investments
Northern Trust Global Investments Investment ManagersFinance Provides investment management services | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nankai University
 Nankai University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
World Asset Management, Inc.
World Asset Management, Inc. Investment ManagersFinance WAM aims to help clients build broadly diversified portfolios in a cost-effective manner. The firm focuses exclusively on quantitative investment products and services. Their quantitative methodologies allow them to passively manage index portfolios tailored meet each client’s unique needs. WAM offers fixed income strategies and domestic & foreign equity strategies across a broad range of investment styles, market-caps, regions and assets. | Finance |
Stephen M. Ross School of Business
 Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nuveen Dow 30 Dynamic Overwrite Fund
 Nuveen Dow 30 Dynamic Overwrite Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
