About
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Title and Organization:
Head of Total Portfolio Strategies, Bridgewater Associates; General Manager, Bridgewater China Investment Management, Bridgewater Associates
Bio:
Joanna Alpert is head of Total Portfolio Strategies at Bridgewater Associates, focused on delivering innovative investment strategies that address our clients’ biggest challenges. She partners with co-CIO Karen Karniol-Tambour to drive the business strategy and is responsible for designing, building, and overseeing the business. Joanna is also responsible for overseeing and commercializing our Asia Investment Strategies, and is the general manager for Bridgewater China Investment Management Co. (BCIM), overseeing the firm’s strategic direction. Joanna is also a partner at Bridgewater Associates. Prior to joining BCIM in 2018, Joanna was the co-founder and co-CEO of BlueVirgo Capital Management, one of the largest originators and servicers of real estate tax liens in the US. From 2005-2008, Joanna was a senior investment associate at Bridgewater Associates, where she held roles in Research and Client Service. She began her career as a management consultant at McKinsey & Company, and subsequently worked on strategy development at The World Bank. Joanna was named to Hedge Fund Journal's 2022 "50 Leading Women in Hedge Funds." Joanna holds a BA from the University of Chicago and an MBA from Harvard Business School. She is a Fellow of the 2024 class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.
Fellowship Program
