April Monthly Meeting
Join us for our April monthly meeting. The meeting will be sponsored by BMO Bank who will also be providing. The Speaker will be Yung-Yu Ma. Topic - The Unique Challenges in Retirement Investing
Yung-Yu Ma is Chief Investment Strategist for
BMO Wealth Management – U.S.
As Chief Investment Strategist, Yung is responsible for analyzing macroeconomic and market trends, and also performing valuation modeling across asset classes to guide strategic and
tactical asset allocations for client portfolios. He joined the organization in 2016 and brings a dynamic combination of academic achievements and industry experience to the Investment
Strategy team.
Prior to joining BMO, Yung was a finance professor at Lehigh University, where he taught courses in fixed income, equities and derivatives. His academic studies have been cited in the Wall Street
Journal, in leading finance journals, top law journals, the Handbook of High Frequency Trading,
and in the Oxford Handbook of Corporate Governance. During his tenure at Lehigh, he was awarded the Staub Outstanding Teacher Award, awarded to one faculty member by a vote of
faculty and students. Prior to his academic career, Yung worked for a global consulting firm performing financial and market analysis for global companies with operations in Hong Kong,
Taiwan and China. Later, he oversaw the operations at a Fortune 500 subsidiary in Taipei and Mainland China.
Yung earned his Ph.D. in Finance at the University of Utah and his B.A. in Economics and
Political Science, magna cum laude, at Williams College.
Yung lives in Portland, Oregon with his wife and two children. He is a basketball fan and enjoys cheering on his son’s teams.
