You're signed outSign in or to get full access.
George Lu
Investment Professional at Liberty Mutual Group Asset Management Inc.
About
George Lu is an Investment Professional at Liberty Mutual Investments, based in New York, NY, where he is responsible for sourcing, evaluating, and managing investments across a range of asset classes for the firm's portfolio. He is part of the team contributing to Liberty Mutual's strategic capital deployment, leveraging deep analytical skills to support and execute investment decisions in institutional finance.
Previously, George held investment roles at Vista Equity Partners and Bregal Sagemount, focusing on private equity and growth-oriented transactions, specializing in software, technology, financial services, and business services sectors. His experience spans deal sourcing, due diligence, transaction execution, and portfolio value creation, particularly in private markets and alternative assets.
George holds a PhD in Economics from Harvard University, complemented by a bachelor's degree in Mathematics and Economics, as well as a Kellogg Certificate in Financial Economics from Northwestern University. His strong quantitative background and expertise in economic analysis inform his rigorous and data-driven investment approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Liberty Mutual Investments | Investment Professional | Jan 2024 to Present | Capital solutions / growth capital |
| Vista Equity Partners | Investment Professional | Jan 2021 to Jan 2023 | Growth capital for sponsor and founder-backed software and technology businesses |
| Bregal Sagemount | Investment Professional | Jan 2019 to Jan 2021 | Growth Investor Investments: Congruity360, Fluent Home, Dentive, SEKO Logistics, Independence Dental, Sticky.io |
| Partners Group | Investment Professional | Jan 2017 to Jan 2019 | Public and Private Credit / Private Equity Directs |
| McKinsey & Company | Business Analyst | Jan 2016 to Jan 2016 | Strategy and Corporate Finance Practice |
| Capula Investment Management LLP | Intern | Jan 2015 to Jan 2015 | — |
| Primavera Capital Group 春华资本集团 | Summer Analyst | Jan 2013 to Jan 2013 | — |
Education
Harvard University
Doctor of Philosophy (PhD), Economics
Northwestern University
Bachelor’s Degree, Mathematics, Economics, MMSS, Kellogg Certificate in Financial Economics
Sidwell Friends School
Skills & Expertise
Others at Liberty Mutual Group Asset Management Inc. (19)
| Name | Role | Location |
|---|---|---|
 | Analyst | New York, NY , United States |
 | Vice President, Senior Product Owner (Private Investments, Alternatives) | Boston, MA , United States |
 | Investment Professional | Boston, MA , United States |
 | Associate | Boston, MA , United States |
J John Packhem | Senior Analyst | Boston, MA , United States |
 | Private Equity | Boston, MA , United States |
M Matthias Hunkeler | Associate | Boston, MA , United States |
 | Associate | Boston, MA , United States |
O Oliver Key | Senior Private Equity Analyst | Boston, MA , United States |
T Ted Growney | Private Equity Vice President | Boston, MA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Anthony Hong | Research Analyst | Fiduciary Trust Co. | Boston, MA , United States |
 | Investment Officer - Vice President | Fiduciary Trust Co. | Boston, MA , United States |
 | Portfolio Manager and Vice President | Congress Asset Management Co. /ma | Boston, MA , United States |
 | Vice President, Client Portfolio Manager | Congress Asset Management Co. /ma | Boston, MA , United States |
A Andy Hatem | Equity Analyst | Boston Partners | Westwood, MA , United States |
 | Equity Analyst | Boston Partners | Hingham, MA , United States |
