BIOGRAPHY

Peter Cai, Ph.D., CFA, FRM
Executive Director, Portfolio Risk Management, Morgan Stanley

Peter Cai is an Executive Director in charge of portfolio risk management at Morgan Stanley. In this role, Peter leads a global team aggregating, analyzing and stress testing Morgan Stanley's risk exposures, spanning all of Firm's businesses and operations. He plays a pivotal role in advising senior management and the Board of Directors related to market risk management and governance.

Previously Peter was a risk strategist at Lehman Brothers (subsequently Barclays Capital) Fixed Income Division, where he provided thought leadership and guidance in the areas of risk measurement, management, allocation and budgeting.

Prior to Lehman Brothers and Morgan Stanley, Peter was the global director of consulting at Askari, a boutique risk solutions firm. He helped many financial institutions (hedge funds, asset management firms, sovereign wealth funds, pension funds, endowments, prime brokerages, corporate treasuries, etc.) develop and refine risk methodology and infrastructure. He started his risk management career at Reuters Sailfish, another risk solutions pioneer, where he was responsible for financial risk modeling, as well as data integration between a trade capture system and a middle office risk system.  Peter holds a Ph.D. degree in materials science from Pennsylvania State University. He has FRM (Financial Risk Manager) and PRM (Professional Risk Manager) certifications and has been a CFA (Chartered Financial Analyst) charterholder since 2002.