Understanding The Defining Issues Of Our Times

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Bill Lu
Founder and CIO
Aspetuck Capital Management

Dr. Bill Lu, founder and CIO, has 20 years of research, investment and management experience in global asset management industry. He is also founder and CIO of INclusive Digital Advisor, a U.S.-based robo-advisor platform. Before founding Aspetuck Capital, Bill was President and Deputy Chief Investment Officer at Ortus Capital Management from February 2011 to December 2012, a Hong Kong-based hedge fund that manages quantitative macro/FX strategies. From October 2009 to February 2011, he was Managing Director at China Investment Corporation based in Beijing, where he was in charge of hedge fund investments and managed a portfolio of over $12 billion for the sovereign wealth fund.

From January 2004 to October 2009, Bill was Quantitative Portfolio Manager and Head of China Operations at Tudor Investment Corporation based in Connecticut. Prior to Tudor, Bill had various research roles including as a Quantitative Researcher at QFS Asset Management, a FX/Macro hedge fund based in the U.S., and Assistant Professor of Finance at Ross School of Business, University of Michigan. He received his Ph.D. in Economics from Yale University in 1998 and B.A. in International Finance from Fudan University (Shanghai, China) in 1991.