Roger Luo

Roger Luo is an experienced finance professional currently serving as a Senior Associate at Brookfield Asset Management, a position he has held since July 2022. Prior to this role, he was an Associate at the Canada Infrastructure Bank (CIB) from January 2021 to June 2022, where he focused on infrastructure and renewable investments, as well as private debt and equity investments from the CIB's C$35 billion Sovereign Infrastructure Fund.1

Professional Background

• Brookfield Asset Management: Senior Associate (July 2022 - Present)

  • Engaged in infrastructure and renewable investments, deploying capital for public and private investments.

• Canada Infrastructure Bank: Associate (January 2021 - June 2022)

  • Worked on investment advisory for infrastructure, corporate finance, and capital raising.

• National Bank Financial: Associate (June 2019 - December 2020)

  • Specialized in corporate and investment banking, particularly in leveraged and project finance.

• National Bank Financial: Analyst (July 2017 - May 2019)

  • Focused on similar areas as an associate role.

Education and Certifications

Roger graduated with a Bachelor's degree in Honors Business Administration from Ivey Business School at Western University, where he was recognized on the Dean's Honour List and graduated with distinction. He has also passed the CFA Level 2 exam and holds certifications in the Canadian Securities Course and financial modeling.1

Overall, Roger Luo has built a strong foundation in investment and finance, particularly in infrastructure, making significant contributions to the sectors he has worked in.