Celebrating 15 Years

Freda

Zietlow

Independent Director/Audit Committee Chair

Bank of the Orient

San Francisco,

California

2025 Cohort

Industry

Financial Services

Area of Expertise

Finance

Immediately Qualified to Serve

Audit

Previous Board Experience

Nonprofit, Private

Freda Lam Zietlow is a global finance executive and board director with more than 25 years of experience in asset and wealth management, capital markets, banking, and real estate. Recognized as an Audit Committee Financial Expert with extensive business experience, she brings governance depth across audit, risk management, compliance, and digital transformation to regulated and growing enterprises. Freda is known for her strategic vision, international perspective, and ability to drive growth and innovation.

Freda has spent over a decade as an independent director for corporations and nonprofits, providing strong oversight and fostering robust risk management — often for organizations with cross-border operations. She is Audit Committee Chair at Bank of the Orient , a commercial bank with presence in California, Texas, and China, prior Asset & Liability Committee Chair, and has served on the Technology, Risk & Compliance, and Loan Committees. Freda played a key role in guiding the bank from post-crisis recovery to strong profitability, doubling assets above $1 billion through recapitalization, leadership transitions, technology upgrades, and strategic changes.

Freda currently advises Daylight Advisors , supporting their mission to certify 30,000 philanthropic financial advisors by 2030. She also serves on the board of Myriad USA , a grantmaking facilitator in nearly 90 countries, and has held prior board positions with Give2Asia and the Piedmont Scouting Council .

Freda’s executive career includes most recently as Managing Director and Senior Portfolio Manager for Fiduciary Trust International , a $40 billion AUM Franklin Templeton wealth management company, where she led investment and portfolio management for California and other Western states. Freda also drove significant business growth in the region, rising revenues by 50% in two years by expanding markets, launching digital initiatives, and leveraging Franklin’s global network. Freda previously founded Peridot Capital Partners , advising on cross-border investments and financial planning, and headed portfolio management at Bingham Osborn & Scarborough . She began her career at JPMorgan in New York and Hong Kong as an investment banker and research analyst, and in real estate at the Fremont Group , where she sourced and structured over $1 billion in investments and raised $750 million in funds.

Freda holds an MBA in Finance from Wharton , an MS in Real Estate from Columbia , and a BA in Architecture with high honors from UC Berkeley , along with an AI Governance certificate from Stanford Law . She is a CFA charterholder and NACD certified director, fluent in English, Mandarin, and Cantonese. She has been recognized as an Agenda Future 50 Director (Financial Times, 2025), Women to Watch for Boards (50/50 Women on Boards, 2025), and one of Silicon Valley’s Most Influential Women (Silicon Valley Business Journal, 2024).

Code of Conduct: Governing Data & Emerging Tech

Boards are no longer observers of emerging technology; they are stewards of how it’s governed. This panel goes beyond awareness to examine how directors can structure oversight, define accountability, and measure governance effectiveness in AI, data use, and digital innovation. Panelists will share practical strategies for building governance systems that ensure transparency, ethical decision-making, and responsible innovation at scale.

Speakers include: Sita Lowman, Nithya Das, Suresh Sharma, Byron Loflin

Your First Board Meeting: A Director’s Playbook

Designed for aspiring and newly appointed directors, this session offers practical guidance on how to step confidently into your first boardroom. Learn what to expect in early meetings, how to contribute with purpose, and how to quickly build credibility and trust among seasoned peers. Gain insight into board dynamics, unspoken protocols, and the critical questions new directors should be ready to ask and answer.

Tactics that Work: Case Studies in Navigating Shareholder Activism

In this tactical, director-focused session, participants will engage in case-based exercises to dissect real campaigns and pressure scenarios. From activist letters to proxy fights, explore how boards can craft strategic responses that reinforce governance integrity, protect corporate reputation, and align with long-term priorities. Walk away with actionable tactics and frameworks to strengthen board preparedness in the face of growing investor scrutiny.

Inside the Boardroom: Resilience Planning in Action

This interactive session places directors inside the boardroom during moments of disruption. Through tabletop exercises and real-world scenarios, participants will explore how boards can apply structured frameworks to assess geopolitical risk, anticipate threats, and make decisive decisions under pressure. Designed as a classroom-style session, this breakout provides practical tools to strengthen oversight and build a proactive board response strategy in an increasingly uncertain world.

Reputation & Response: How Boards Navigate Shareholder Activism

As shareholder activism intensifies, boards face mounting pressure to defend strategy, protect corporate reputation, and engage stakeholders with clarity. This panel brings together seasoned directors to explore how boards can respond effectively while maintaining credibility, board alignment, and stakeholder trust. Hear real-world insights on navigating activism in today’s high-stakes, high-visibility environment.

Speakers include: Gaby Sulzberger, David Cahoy, Rachael Coffey, Eduardo Gallego

Navigating Global Markets: Trade, Tariffs, and Supply Chain Strategy

As global disruptions reshape business models, this panel will explore how boards can navigate the practical complexities of trade, tariffs, and supply chain shifts across regions. Panelists will share how directors are guiding companies through regulatory changes, sourcing challenges, and new market risks, while seizing opportunities for growth and operational agility.

Speakers include: Titi Cole, Mia Mends

Strengthening Oversight: Risk Management and Board Resilience

This keynote will equip directors to think globally about risk through the lens of geopolitical foresight, cross-border tensions, and long-term instability. Learn how boards can strengthen oversight and guide enterprise-wide resilience by anticipating disruption and embedding a proactive risk culture in a changing world.

Speakers include: Rodger Baker