Julia has been investing in people, businesses and ideas since 1992. She started her career as a fundamental stock picker and portfolio manager in Hong Kong, managing award winning funds in Asia, Australia/New Zealand, and global gold. She co-founded an Asia Pacific long/short equity hedge fund in 1999 and ran the greater China portfolio until moving into wealth management in 2004. Since 2008, she has been at the forefront of the impact investing field, working with families and foundations to translate their mission and values into risk, return, and impact aligned portfolios. Her work has included product innovation, impact assessment and reporting, and private deal structuring.
In 2011, Julia started judging at the Global Social Venture Competition and has since expanded to judging at Fish 2.0, Food System 6, and the Presidio Graduate School. She has been a mentor and advisor to a number of early stage social enterprises, and started co-teaching Social Lean Launchpad at Haas in 2018.
Julia chairs the Strategic Advisory Board of Amalgamated Bank, a B Corporation and member of the Global Alliance on Banking on Values, and serves on the board of a privately held Taiwan based folding electric bike company. She serves on the Investment Advisory Committees of Spring Point Partners LLC and RSF Social Finance. She has also served on a number of not for profit boards and investment committees including the Marin Community Foundation, the College of Marin and the Opportunity Fund. Julia is a Chartered Financial Analyst and holds a B.A. in Economics and an M.A. in East Asian Studies from Stanford University.