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York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product development and management for global fund platforms with assets more than US$200 billion. York has launched products across structure, asset class, and style which has contributed significantly to the firm’s growth.
Join York as he guides us through John Hancock Investment Management's business while sharing his passion for promoting diversity, equity, and inclusion in our industry and beyond.
York Lo is the Head of Alternative Product and LLCs, John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight and product development and management for global fund platforms with AUM in excess of US$200 billion. Over the past 12 years at Hancock, he has launched products across structure types (mutual funds, ETFs, CITs, UCITs, LPs), asset classes (equities, fixed income, liquid and illiquid alts) and styles (value, growth, ESG/impact) which contributed significantly to the firm’s growth. At Hancock, he is also the founding co-chair of the Asian American ERG, PACES US and has served as a mentor to the firm’s MLK Summer Scholars.
Prior to joining Hancock, he has 10 years of experience in the asset management industry in the US and Asia working for firms such as UBS and Putnam Investments in business development and research roles. He has been Chartered Alternative Investment Analyst since 2004 and received his MBA from MIT Sloan and BSBA from Boston University Questrom School of Business.
He currently serves on the advisory board of the Institutional Investor Sub-Advisory Institute and NICSA's Product and Alternative Investment Committee. He is also a board member of the Chinese Historical Society of New England, a board of overseers and investment committee member of the Celebrity Series of Boston, a member of the Leadership Council and investment committee of the International Institute of New England and a board member of the Rotary Club of Cambridge.
Podcasts
By: Andrew O'Shea
October 25, 2022
Podcasts
The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation decisions, and more.
Podcasts
By: Gui Costin
November 1, 2022
Podcasts
The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed with Indus Capital, an Asian Pacific equities investment manager, and more!
Podcasts
The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more!
Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.
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