Speaker

Jacky Chen, managing director, completion portfolio strategies, total portfolio management, OPTrust

Jacky Chen is the managing director of completion portfolio strategies in total portfolio management at the OPTrust, one of Canada’s largest pension funds, and is an adjunct professor at the University of Toronto’s Rotman School of Management.

At the OPTrust, Chen is responsible for co-managing the liquid public markets portfolio to complete the total fund risk factor exposure and enhance the fund risk and return profile through deploying internally managed strategies and external investment programs. Additionally, he’s an active participant in various total fund investment and corporate initiatives.

At the University of Toronto, he teaches a financial innovation course at the Rotman School of Management. He’s also involved with the Rotman Financial Innovation Hub, where his research centres on the application of machine learning techniques for portfolio hedging, derivatives pricing and risk management. His work has been published in major academic journals.

Chen holds a bachelor of science in financial economics and statistics and a master's degree in financial risk management, both from the University of Toronto. He’s also a chartered financial analyst.