Christopher Lo is the head of Research Enhanced Strategies at Columbia Threadneedle Investments. In addition to leading his team, he is also responsible for the management of Columbia Threadneedle Investment’s suite of equity exchange traded funds (ETFs), separately managed accounts, and index mutual funds. Prior to his current role, he was a senior portfolio manager with the tax-efficient structured equity team. Christopher joined the investment community in 1998 at a Columbia Threadneedle Investments legacy firm. Prior to that, he was a senior consultant at KPMG Peat Marwick, LLP and an analyst at Deloitte and Touch, LLP. Christopher received his B.S. and M.E. from Rensselaer Polytechnic Institute, and his MBA from New York University Stern School of Business. He holds a doctoral degree in professional studies (DPS) from Pace University, with a concentration in finance and international economics. He is a member of the New York Society of Securities Analysts and holds a CFA® designation.

Shirley Wang is a tax and income distribution specialist for Columbia Threadneedle Investments. She joined one of the Columbia Threadneedle Investments legacy firms in 2002 as a senior reporting analyst and was promoted to expense manager in 2002, accounting oversight manager in 2003, valuation manager in 2005 and intermediate portfolio manager in 2007. She has held her current position since 2007. Previously, She was a senior auditor at Deloitte & Touche LLP specializing in financial services firms. She has been a member of the investment community since 1998. She received a B. A. from Boston University. In addition, she holds the CFA® designation and is a CPA®.