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Yixi (Helen) Lu, CFA shared thisIn a world where #retirement planning seems increasingly complex, I’m proud to see BlackRock developing innovative solutions to help provide American workers with simplified access to a secure source of income for life. Learn more. #NRSM21 #OneBlackRock
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Yixi (Helen) Lu, CFA shared thisBlackRock is innovating to create new solutions to help improve #retirement security for American workers and turn their retirement savings into income. Hear more from Anne Ackerley, Head of our Retirement Group #BLKBottomLine #NRSM21 #OneBlackRock
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Yixi (Helen) Lu, CFA shared thisThe path for further gains in risk assets has likely narrowed after an extensive run higher, says the BlackRock Investment Institute. But we stay tactically pro-risk amid a broadening restart. Read more in our global weekly commentary. #OneBlackRock
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Yixi (Helen) Lu, CFA shared thisI’m proud to see BlackRock taking steps to accelerate the transition to #netzero. Advancing innovative solutions that fight climate change is just one way in which we are committed to #sustainability. Watch to learn more. #OneBlackRock
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Yixi (Helen) Lu, CFA shared this“By bringing together Aladdin® and Snowflake through the Aladdin Data Cloud, we think there is going to be an opportunity to solve a whole new suite of challenges that have yet to be solved for so many of our clients,” Sudhir Nair, Global Head of the Aladdin Business. Hear more about the evolution of Aladdin from Sudhir at the Snowflake Financial Services Data Summit. #OneBlackRock
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Yixi (Helen) Lu, CFA shared thisCongrats to my colleague, Elizabeth Koehler, for being named Woman of the Year in this year’s Women in Asset Management Awards. She is a fierce, strong, driven leader & authentic, empathetic collaborator. Congratulations! #WIAMAwards #OneBlackRock
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Yixi (Helen) Lu, CFA shared thisLISTEN: Paul Bodnar, BlackRock’s Global Head of Sustainability, discusses the tough questions at the center of the #sustainability conversation and the changes we’ll need to make to get to a #netzero economy on this episode of The Bid #podcast. #OneBlackRock
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Yixi (Helen) Lu, CFA shared thisTwo key events lie ahead in Europe: the European Central Bank meeting on Thursday and the German election on Sept. 26. The BlackRock Investment Institute discusses the possible implications of both and why we’re tactically overweight European equities. #OneBlackRock
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Yixi (Helen) Lu, CFA shared thisTwo key events lie ahead in Europe: the European Central Bank meeting on Thursday and the German election on Sept. 26. The BlackRock Investment Institute discusses the possible implications of both and why we’re tactically overweight European equities. #OneBlackRock
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Yixi (Helen) Lu, CFA liked thisYixi (Helen) Lu, CFA liked thisI recently had the opportunity to sit down with Varada Bhat at P&C Specialist to discuss women in insurance leadership. One thing I shared was a simple habit that served me well throughout my career: before every meeting, I'd write down three points I wanted to contribute. Being intentional about preparation helped me build credibility, strengthen relationships, and create opportunities over time. Another lesson I've learned is that careers are rarely a straight climb. Mine certainly wasn't. Some of my most valuable growth came from lateral moves and stretch assignments that broadened my perspective and prepared me for future leadership roles. And none of us get there alone. I've been fortunate to have leaders who advocated for me, opened doors, and created opportunities along the way. Sponsorship matters, which is why I try to pay it forward by helping others gain visibility and access to experiences that support their growth. Thank you to Varada Bhat for highlighting this important conversation. What has been the biggest catalyst for your growth: a sponsor, a stretch assignment, or something else? P&C Specialist - Women Are Gaining Ground in Insurance’s C-Suite But Find the Path a ‘Jungle Gym’
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Yixi (Helen) Lu, CFA liked thisYixi (Helen) Lu, CFA liked thisI never planned to work in insurance. What got me here was that the industry was, in a word, sleepy — and I don't like coming to places that are trying to do more of the same. I talked with Dan Niepow at @CFO.com about what that actually looks like day to day: 1. There are no shortcuts in insurance - Dreaming big and underwriting discipline are not in tension — the second is what makes the first possible. If you want to grow, you grow profitably, every quarter, including the good ones. Resiliency isn't something you build when you need it. It's something you already have or you don't. 2. On the "uninsurable world" narrative - There are pockets of the country that are genuinely hard to insure right now. But "uninsurable" is usually a statement about how we build and how we price risk, not a permanent fact. Florida was written off a decade ago, then the state changed its building codes — and we've seen regains there since. California has been moving the same direction for about five years: fire-resistant roofs, aerial imagery, better risk quantification in places most carriers won't touch. 3. AI now touches everything we do at Hippo - And because it touches everything, the ROI question can't be answered in the abstract — you answer it function by function, with the metric that function already lives by. Claims is the cleanest example: adjusters process a defined number of claims per month, that number is either going up or it isn't, and ours is up about 30%. No new dashboard required. The same discipline applies everywhere else; the metric just changes. Worth a read if you're thinking about where insurance goes next. Link in comments.
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Yixi (Helen) Lu, CFA liked thisYixi (Helen) Lu, CFA liked thisI'm hiring for one of the most exciting and influential roles on Hippo's comms + marketing team 🦛 ‼️ In less than seven months, the comms team at Hippo put into the world: - Q2’26 earnings with gross written premium up 61% to $482M and our fifth consecutive profitable quarter. - A turnaround story placed in Fortune on what it took to go from a $41M net loss to $58M in net income. - Hannah, our AI service representative, handling 28k+ customer calls with 97% customer satisfaction in first few months as well as Clara, our AI claims representative. - An expanded partnership with Accelerant that puts our $2B gross written premium target a full year ahead of plan. - Devin deployed to write production code driving massive eng productivity increases so our team moves faster on the work that matters. - A $100M cat bond that added wildfire to our multi-peril coverage for the first time — oversubscribed, priced below guidance. - Our fourth annual Housepower Report and quarterly consumer data releases that landed top tier placements in Forbes, Fortune + more. As sr. communications manager, you'll be a key player in driving business + brand storytelling, sitting at the intersection of insurance and technology. Send your recs or apply through the link below ⬇️ https://lnkd.in/egMWhBBV #hiring
Experience & Education
Licenses & Certifications
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Certified Financial Risk Manager (FRM) Part II candidate
Global Association of Risk Professionals (GARP)
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National Computer Grade II in Microsoft Office Suite
Ministry of Public Education of the People’s Republic of China
Issued
Volunteer Experience
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Team Leader
Junior Achievement China
- 1 year 7 months
Social Services
▪ Cooperated with Dell to organize “Powering the Career”, invited 6 consultants from 5 famous enterprises to hold 2-week lectures on professional techniques preparations and management with more than 200 audiences per lecture
▪ Co-founded "Walmart Empowering Women Together” public welfare project. Held 10 DIY workshops to help 12 suburban unemployed women sell handmade Chinese traditional gifts to foreigners, bringing RMB 8000 to participant women in total
Publications
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Polluted industry transfers between US-Sino and US-India: transfer direction, transfer degree and influential factors
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In this paper, we use WIOD and NIOD non-competitive input-output models and non-competitive SEA models from 1995 to 2009 in addition to NETXC index, covering 33 industries of both China and India.
The main conclusions we get are: (1) China’s top carbon emissions industries are mainly concentrated in second heavy industry, whereas India’s highest carbon emissions industries are mainly concentrated in first and second light industries. (2) For China’s and India’s CO2 emissions implied in…In this paper, we use WIOD and NIOD non-competitive input-output models and non-competitive SEA models from 1995 to 2009 in addition to NETXC index, covering 33 industries of both China and India.
The main conclusions we get are: (1) China’s top carbon emissions industries are mainly concentrated in second heavy industry, whereas India’s highest carbon emissions industries are mainly concentrated in first and second light industries. (2) For China’s and India’s CO2 emissions implied in exports, the proportion consumed by domestic production is gradually reduced. But India’s reduction is obviously slower than China’s and it fluctuates more during the process. (3) The pollution industry transfers between China and USA, and India and USA are bidirectional. Overall, the industries transferred from USA to China and India are slightly different. The industries transferred to China are mainly second heavy industries whereas that transferred to India are mainly second light industries. Additionally, USA not only transferred pollution industries to China and India, it also transferred clean industries. (4) For factors affecting carbon pollution industries transfer, China and India are basically the same. Specifically, output per capita and CO2 transfer in both countries has a significant Kuznets inverted U-lined curve. Factors like international trade and average industry salaries execute the same conclusions. Moreover, for influence on pollution industry transfer, factors like trade exposure between India and USA impacted larger than that between China and USA. Furthermore, the impact of nominal gross fixed capital formation on pollution industry transfer has opposite conclusion for China-US and India-US.Other authors
Courses
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Advanced Business Modeling & Analysis Using Spreadsheets CIS418
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Advanced Financial Reporting ACC424
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Cases In Finance FIN433
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Communicating Business Decisions MGC403
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Corporate Finance FIN413
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Financial Statement Analysis ACC411
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Investment Management & Trading Strategies FIN434
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Investments FIN411
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Risk Management FIN430
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Projects
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Financial Statement Analysis, Free Cash Flow Projections and Valuation for wholesales company
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▪ Completed valuation by using multiple valuation methodologies, for example, Discounted Cash Flow (DCF), Residual income valuation (RI), Abnormal ROE method, and Comparable Company Analysis (CCA)
▪ Conducted financial modeling for three financial statements (including free cash flow) and completed sensitivity analysis for earnings per share and EBITDA multiples
▪ Prepared financial reporting and analysis for key business metrics (i.e., EBITDA, FCF, price per share, and a few other…▪ Completed valuation by using multiple valuation methodologies, for example, Discounted Cash Flow (DCF), Residual income valuation (RI), Abnormal ROE method, and Comparable Company Analysis (CCA)
▪ Conducted financial modeling for three financial statements (including free cash flow) and completed sensitivity analysis for earnings per share and EBITDA multiples
▪ Prepared financial reporting and analysis for key business metrics (i.e., EBITDA, FCF, price per share, and a few other business drivers) and brought insight to the business strategies to support decision-making process and enhancementsOther creators -
Initial Public Offering for a manufacturing company
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▪ Completed 3-stage Discounted Cash Flow (DCF) valuation to project enterprise value and provided sensitivity analysis to the price per share
▪ Performed Nash Equilibrium Analysis to predict market equilibrium price in a simulated M&A deal and designed strategies to negotiate best terms for our own business over 200+ studentsOther creators -
Merger Deal with Synergy/ Fraud Risk
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▪ Won the top three in class (200+ students) in a simulated M&A deal; Represented the company to draft M&A contracts, conducted due diligence for other potential buyers/ sellers, proposed range of price per share and cash/ mixed deals to the counterparty, negotiated the terms and finally closed the deal
▪ Conducted scenario analysis of market value change between all-cash deals and cash/stock mix deals
▪ Used Risk Solver to simulate and project expected synergy value created by…▪ Won the top three in class (200+ students) in a simulated M&A deal; Represented the company to draft M&A contracts, conducted due diligence for other potential buyers/ sellers, proposed range of price per share and cash/ mixed deals to the counterparty, negotiated the terms and finally closed the deal
▪ Conducted scenario analysis of market value change between all-cash deals and cash/stock mix deals
▪ Used Risk Solver to simulate and project expected synergy value created by acquisitions
▪ Established financial modelings to assess fraud risk and its impact on the final price per share for both acquirers and target companiesOther creators -
First Prize in China Business Skill Competition-International Trade Major Group
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▪ Designed a 50+page business expansion plan for a local famous Su Embroidery company focusing on value re-establishment and market re-positioning, initiated 3+ online marketing campaigns on WeChat and Taobao, which increased subscribers by 800+
▪ Designed booth and reduced total cost by 60% of its original market price through effective negotiation with suppliers, managed a 10 mins product launch presentation to international buyers, and dealt with emergencies leveraging a business…▪ Designed a 50+page business expansion plan for a local famous Su Embroidery company focusing on value re-establishment and market re-positioning, initiated 3+ online marketing campaigns on WeChat and Taobao, which increased subscribers by 800+
▪ Designed booth and reduced total cost by 60% of its original market price through effective negotiation with suppliers, managed a 10 mins product launch presentation to international buyers, and dealt with emergencies leveraging a business continuity plan designed
▪ Hosted successful business negotiations with international buyers and established long-term partnerships with two big companies in Su Zhou and Kun Shan -
National Silver Medal in AIA-Quest for the Champion Communicator Bilingual Speech Competition
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See project▪ Delivered speeches on two topics in English and Mandarin respectively. The topics are "Perspectives on the future development of China tech bubbles" and "Discussions on industrial transformation dilemma in Dongguan"
▪ Presented views during the impromptu talk session and answered questions around "identifying top three drivers/ factors that contributed to the tech bubbles and potential risk litigation" and "recommendations on the solution to help facilitate industrial transformation in…▪ Delivered speeches on two topics in English and Mandarin respectively. The topics are "Perspectives on the future development of China tech bubbles" and "Discussions on industrial transformation dilemma in Dongguan"
▪ Presented views during the impromptu talk session and answered questions around "identifying top three drivers/ factors that contributed to the tech bubbles and potential risk litigation" and "recommendations on the solution to help facilitate industrial transformation in Dongguan" -
National First Prize in China-Australia Friendship English Contest
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▪ Delivered speeches on my experience and insights into life and culture in Australia
▪ Presented my view during the impromptu talk session
▪ Studied 100+ pages of histories and cultures about Australia and answered all the quizzes 100% correctly during the competition
Languages
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English
Professional working proficiency
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Chinese (Simplified)
Native or bilingual proficiency
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