Julie He

• Voting member of the Investment Committee working closely with the CIO on manager due diligence, capital allocation, and portfolio construction across domestic and international fund-of-funds portfolios spanning private equity, credit, real assets, and hedge funds
• Member of the Risk Committee responsible for monitoring portfolio risk exposures and performance relative to target return objectives
• Lead Westcourt Academy, the firm’s advisor education platform, developing and delivering institutional-grade programs on alternative investments, structured strategies, and modern portfolio construction for wealth advisors and family offices.
• Co-lead distribution of alternative strategies including private equity, private credit, real assets, hedge funds, and multi-strategy Fund of Funds in Canada, Cayman Islands, and Turks & Caicos
• Lead institutional partnerships across family offices, wealth platforms, and Swiss private banks in an outsourced CIO advisory model
• Advise on bespoke portfolio construction, specialize in option-based structured strategies and portfolio hedging overlays

• Built and led a Family Office Advisory platform, delivering cross-asset derivatives strategies and risk management solutions to institutional allocators.
• Developed relationships with a broad network of institutional investors, including family offices and asset managers, expanding distribution channels for complex capital markets strategies.
• Onboarded family offices as active clients of the bank’s capital markets platform, driving adoption of structured derivatives strategies, portfolio overlays, and tax-efficient investment solutions.

• Generated $4–$6.7M in annual revenue by originating and distributing derivatives-based structured products to investment advisors, portfolio managers, and institutional investors across Canadian investment dealers.
• Co-led $400M issuance of equity-linked principal-protected notes across 162 transactions, structuring option-based investment solutions for institutional and wealth clients.
• Developed proprietary rules-based indices used as reference assets for structured products, demonstrating deep expertise in underlying asset construction and derivatives structuring.
• Designed option-based investment strategies used in structured investment products, leveraging derivatives pricing and volatility strategies to create differentiated client solutions.
• Managed institutional client relationships across advisors, portfolio managers, and wealth platforms, driving adoption of complex structured and derivatives-based investment strategies.
• Collaborated with trading and structuring desks to originate derivatives-based investment solutions, building deep familiarity with derivatives pricing, volatility dynamics, and hedging strategies.

• Structured and executed long-dated options strategies and volatility trades for clients, leveraging derivatives pricing and market dynamics to deliver tailored investment solutions.

• Developed cross-asset derivatives strategies across equities, rates, FX, and commodities, designing structured investment solutions aligned with client portfolio objectives.

• Generated significant trading revenue through institutional client coverage and derivatives deal origination, supporting adoption of complex investment strategies.

• Distributed capital markets products including structured notes (equity, rates, FX, and commodity-linked), closed-end funds, and new issue offerings to investment advisors across wealth platforms.
• Organized advisor roadshows and capital markets client events, supporting distribution of structured investment strategies and market insights.
• Built and maintained a pipeline of advisor relationships through targeted outreach and prospecting, supporting growth of the structured products and new issue distribution business.