Haley L. Wen, Principal on Influential Women
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Influential Woman · Financial Services

Haley L. Wen

Principal, Heritage International Capital

Boston, MA 02115

15Years experience
3Awards received

Certifications · Degrees · Memberships

Degree Boarding Highschool Ranked #1 and #2 city- and province-wide (Cambridge Assessment, International Education Oxford AQA, Pearson Edexcel, A-Level as part of Sino-British international curriculum) Degree Cornell Johnson Graduate School of Management, Dual MBA degree with Queen's University (Full-time program while full-time employment) Degree Bachelor of Business Administration (B.B.A.) Full Bilingual French – English Program Université Laval Cert CFA Level III Candidate Member Equality Now (since 2014 or 2015) Member Foré Foundation (since 2021) Member Caritas Macao (2007 - 2008)

The greatest opportunities begin as unpopular ideas. Betting on unconventional decisions is made possible by safety nets that allow people to fail, adapt, and try again.

Haley L. Wen · In Her Own Words

From How She Did It Explore All Topics

Discernment is outgrowing the need for validation. Understanding isn't a prerequisite for respect, conviction needs no audience, and right decisions need no consensus.

Making Peace With Being Misunderstood

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Her Story

About Haley

Haley is a private capital executive and investment principal with more than 13 years of experience spanning global finance, cross-border mergers and acquisitions, private investments, and capital formation. Drawing on an early foundation in portfolio management and investment markets in Asia, she has built a career that bridges institutional finance, family office investing, and corporate transactions. Her expertise encompasses multi-asset fund strategies, structured credit, family office co-investments, and investor relations, with a focus on identifying high-conviction opportunities and creating long-term value through disciplined execution and thoughtful capital deployment.

As Principal at Heritage International Capital, Haley helps lead the firm’s private capital platform, specializing in investment selection, capital development, and strategic partnerships with family offices and institutional investors. She has extensive experience structuring and managing investment opportunities across operating companies, real estate, and alternative assets, while fostering trusted relationships with investors worldwide. Her background includes leadership roles in investment banking, fund investments, capital syndication, and corporate M&A, where she worked on transactions ranging from regional middle-market deals to complex, cross-border billion-dollar acquisitions across North America, Europe, and Asia.

Known for combining analytical rigor with commercial judgment, Haley is committed to advancing global investment partnerships and strengthening connections between international capital markets. She is an MBA graduate of Cornell University’s Johnson Graduate School of Management and a CFA Level III Candidate. Beyond her professional endeavors, she actively supports initiatives focused on women’s leadership, education, human rights, and child welfare, reflecting her belief that sustainable success is built on both financial performance and meaningful impact.

Her Interview

Ten minutes with Haley

01What do you attribute your success to?

Constant intellectual curiosity, the ability to synthesize diverse information into a coherent big-picture perspective, and the judgment to navigate uncertainty with instincts refined through experience. Committed to continuous learning from exceptional people, managing effectively at all levels, and building teams where ambitious individuals can see a shared vision and long-term future.

02What’s the best career advice you’ve ever received?

Surround yourself with mentors and advocates who have unwavering confidence in your competence, capabilities, and character: who champion you in public, challenge you in private, and offer direct, constructive feedback with the sole purpose of helping you grow. Most importantly, they possess the influence, authority, and commitment to elevate you to the next level.

03What advice would you give to young women entering your industry?

I’ve always believed one thing: pursue what you’re good at, not just what you enjoy. Mastery creates confidence, and confidence often grows into genuine interest because there’s a sense of achievement in doing something well.

Passion without aptitude can be a difficult foundation. If you love something but consistently struggle at it, the journey is likely to be far more challenging. Talent alone isn’t enough, but building on your strengths gives you a much greater chance of turning effort into excellence, and enjoyment.

04What are the biggest challenges or opportunities in your field right now?

I believe one of the biggest challenges over the next decade will be the widespread adoption of artificial intelligence. Companies are already hiring fewer junior professionals because AI can perform many entry-level tasks more efficiently. But that raises an important question: if people no longer gain the foundational experience that develops into expertise, where will the next generation of judgment come from?

We use AI extensively ourselves. Financial analysis, modeling, research, and drafting, many of these tasks can now be done faster, and often more accurately, by AI. Yet those technical outputs are only part of the equation. Human judgment is built by working through transactions, understanding why assumptions fail, navigating setbacks, and making decisions when there is no perfect answer.

I've seen increasingly polished investment materials generated with AI. They look sophisticated and comprehensive, but they cannot replace the experience of someone who has spent years executing transactions and understanding what actually determines whether a deal succeeds or fails. Real-world investing is rarely about finding the perfect answer, it's about making the best possible decision with incomplete, imperfect, and asymmetric information.

That is where experience matters most. AI can dramatically improve analysis, but it cannot fully substitute for judgment developed through years of making decisions, learning from mistakes, and operating in uncertain environments. In investing, the most valuable skill is often not knowing everything, it's knowing how to make sound decisions when you never have all the information.

05What values are most important to you in your work and personal life?

Guided by accountability, integrity, meritocracy, and intellectual discipline. I believe in taking ownership, thinking independently, and holding ourselves to the highest standards of personal and professional excellence through continuous learning and self-improvement.

In addition, building a community of like-minded individuals who value growth, the open exchange of ideas, and lifelong learning. Aiming to share knowledge, broaden perspectives, pursue higher education, and uncover the next generation of investment opportunities shaped by global, macroeconomic, and societal shifts.

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