Max Lu Email & Phone Number
President @ Cavour
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Max Lu Location
- Vancouver, BC, CA
Max Lu Work
- 2021 -now President @ Cavour
- 2016 -2021 Quantitative Analyst @ Connor, Clark & Lunn Investment Management Inc.
- 2010 -2016 Senior Analyst, Data Management and Investment Analytic @
- 2010 -2010 Portfolio Adminstrator @
- 2008 -2009 Co-Head of Compliance @ Student Investment Advisory Service Fund (SIAS), Simon Fraser University
- 2007 -2008 Research Assistant @ University of Ottawa - Telfer School of Management
- 2005 -2007 Institutional Equity Sales, Interim @ SYWG Securities (now Shenwan Hongyuan Group) - International Business Division
Max Lu Education
- Sauder School of Business, University of British Columbia
Diploma (Accounting)
2009-2010 - Segal Graduate School of Business, Simon Fraser University
Master (Financial Risk Management)
2008-2009 - Telfer School of Management, University of Ottawa
Bachelor of Commerce (Finance)
2004-2008 - CFA Institute
Charterholder
2018 - Global Association of Risk Professionals
Financial Risk Manager (FRM®)
- Canadian Securities Institute
Certificate (Canadian Securities Course (CSC))
Max Lu Skills
- Portfolio Management
- Financial Modeling
- Derivatives
- Valuation
- Bloomberg
- Services
- Financial Analysis
- Financial Services
- Attribution
- Compliance
- Investment Management
Max Lu Summary
- Max Lu, based in Vancouver, BC, CA, is currently a President at Cavour. Max Lu brings experience from previous roles at Connor, Clark & Lunn Investment Management Inc., Connor, Clark & Lunn Financial Group and Student Investment Advisory Service Fund (SIAS), Simon Fraser University. Max Lu holds a 2009 - 2010 Diploma in Accounting @ Sauder School of Business, University of British Columbia. With a robust skill set that includes Portfolio Management, Financial Modeling, Derivatives, Valuation, Bloomberg and more. Max Lu has 1 mobile phone numbers on RocketReach.
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