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Chris Winiarz
CIO at Lakeview Capital

Profile

Family office executive and senior investment professional with institutional asset management experience and family office expertise. Extensive work in direct security selection, deal structuring, manager research, asset allocation, and portfolio construction for large institutional plans and families. 

Chris has led research across all asset classes; including traditional investments in equities and fixed income, alternatives such as global macro, currencies, multi-strat, long/short, and arbitrage/event driven, hard assets and private markets in the real estate, commodities, private equity and venture capital arena, as well as esoteric assets in volatility, catastrophic reinsurance, and life settlements.

Previously, a part-time adjunct professor teaching portfolio management to the Masters in Financial Analysis students at The University of San Francisco.

Specialties: Passed Levels I and II of the CFA exams, passed the Series 3 exam, and the Series 65 exam.

Chairman of the Investment Committee for the Roman Catholic Diocese of Oakland.

JFRC Alumni Board member. 

Agenda Sessions

  • Adopting a new member: Family Offices investigating technology investments

    11:55

Speakers at this event