Our guest for today’s podcast is Vishal Bhutani, Chief Investment Officer of AMS Children’s Fund (AMS), a new fund launching in early 2025.  Together with David Gaynes, Vishal is forming AMS to capitalize on the growing interest by institutional investors in the Indian equity markets.  Vishal believes that the middle market opportunity in Indian equities is one of the best investment opportunities available today.  Leveraging his experience as an event driven portfolio manager, AMS believes...

Our guest for today’s podcast is Darren Xu, Co-Founder and Portfolio Manager of Questline Capital. Questline Capital is a long/short equity fund focused on the gaming, media and communications sectors. After almost a decade as an investor at Farallon Capital Management, Darren decided to leave his job and will be launching his fund in the 1 st quarter of 2025. Darren started his career in investment banking in Mergers and Acquisitions at Citigroup after graduating with two degrees, one...

Our guest for today’s podcast is Dave Lu, Managing Partner of Hyphen Capital, an early stage venture capital firm focused on Asian American founders. Dave is a veteran of the technology industry, having founded two prior companies: Expo and Fanpop, as well as having worked at Apple, eBay, Cisco, Yahoo and Sony. Dave produced the Emmy-winning HBO documentary 38 at the Garden about Jeremy Lin. Amidst the rise of anti-Asian hate during the pandemic, Dave led a movement with an open letter signed...

Our guest for today’s podcast is Raymond Chan, Partner at Atalaya Capital Management, a leading private credit firm.  Ray is responsible for the firm’s investing in Financial Assets, which focuses on sourcing and executing specialty finance and other private asset-backed transactions. Prior to joining Atalaya, Ray was a Partner and Co-Founder of TTM Capital, LLC, an investment firm focused on acquiring and lending against portfolios of financial and other assets. Previously, he was a Managing...

Our guest for today’s podcast is Tem Tumurbat, Co-founder and Managing Partner of Nomadic Venture Partners (NVP), where he focuses on fund strategy, fundraising, portfolio construction, valuation, and financial analysis.   Prior to co-founding NVP, Tem was an investment professional at Resource Capital Funds (RCF), a mining focused private equity investment firm, managing early to late stage investments. He de-risked companies, commercialized their businesses and successfully completed...

Our guest for today’s podcast is Glenn Hosokawa, Director of Fixed Income at CalSTRS.  After over 25 years serving CalSTRS, Glenn will be retiring at the end of August 2024 and riding off into the sunset.  If you google or search for Glenn’s biography, you won’t be able to find anything.  I tried.  Glenn is as old school as they come and doesn’t have a social media profile.   For those that know Glenn, he is credited for building a world class Fixed Income investment division at one of the...

Our guest for today’s podcast is Gino Reina, Principal at SECOR Asset Management.  Gino is a portfolio manager and member of the client advisory team at SECOR, responsible for client relationship management and business development.  Gino has over 20 years of investment management industry experience, including time at Segal Advisors as Director of Research, UBS Paine Webber, and Neuberger Berman as a portfolio manager on the mutual fund wrap platform. Gino holds a Bachelors of Business...

Our guest for today’s podcast is Bordon Lai, Managing Director at Beach Point Capital Management.  Bordon joined Beach Point in 2021 to help build out the firm’s private equity and special situation investing capabilities.   Bordon has been in the industry for over 20 years and was previously at Quilvest Private Equity, a global multi-family office with $5B of AUM. Prior to Quilvest, Bordon worked at Pegasus Capital Advisors and Vision Capital, where he invested under a flexible mandate in...

Our guest for today’s podcast is Ingrid Yin, Co-Founder, Managing Partner and Majority Owner of MayTech Global Investments, a New York–based firm that specializes in managing global growth portfolios. Yin started her career as a research scientist and then made a leap to the finance industry, where she worked as an analyst and honed her focus to identifying investment opportunities in Asia and in healthcare. In 2017, with her extensive global investing experience, Yin launched MayTech with...

Our guest for today’s podcast is Pam Chan, Managing Partner and Chief Investment Officer of Mosaic, a new private market strategy within Lingotto that will invest across asset classes, industries, and capital structures, and will be anchored by Exor.  Pam’s mandate will be to invest in what she calls “the weird and wonderful” as she believes that flexible capital will create differentiated opportunities and sustained performance over the long term. Prior to joining Lingotto, Pam was the...

Our guest for today’s podcast is Alka Goel, Founding Partner of Alkemi Growth Capital, a venture capital firm focused on early-stage healthcare and wellness focused companies based in Delhi. Alkemi became operational in 2018 and since then has committed to 10 companies in diverse sub-sectors such as hygiene, diagnostics, pharma supply chain, women’s reproduction, data digitization, etc. Prior to Alkemi, Alka was a partner in McKinsey’s global pharma and medical device practice & private...

Our guest for today’s podcast is Eunice McHugh, Director of Private Credit at San Francisco Employees’ Retirement System (“SFERS”).  Eunice is responsible for the buildout and management of the Private Credit portfolio, which has a 10% target allocation for the fund.  Eunice has led SFERS' Private Credit efforts (initially as part of the Fixed Income portfolio) since she joined SFERS in early 2013.  Under Eunice’s leadership, the Private Credit portfolio has delivered an annual return of 11%...

Our guest for today’s podcast is Jonathan Xiong, former Asia-Pacific Co-CEO of Millennium.  After a 20+ year career in portfolio management working for some of the top investment houses in the business including Millennium, GSAM, Mellon Capital and Franklin Templeton, Jonathan has taken the bold step to start his own asset management business.   I was intrigued with Jonathan’s background after reading a Bloomberg article about him launching his own Asia multi-strategy fund. The platform...

Our guest for today’s podcast is Amanda Moore, CEO and Co-Founder of Aurora Peak Capital, a mission-driven investment firm, dedicated to alleviating the U.S. housing affordability crisis through investments in below market-rate multifamily housing communities.   Amanda's first home in the United States was an affordable housing complex in Los Angeles County. Her family were Vietnam war refugees who were rescued by the U.S. Airforce from refugee camps and flown to California and placed in a...

Our guest for today’s podcast is Soo Kim, Managing Partner and CIO of Standard General, an investment firm he started in 2007.  Soo also serves as Chairman of Bally's Corporation. Soo has been investing in special situations strategies since 1997, including as co-founder of Cyrus Capital Partners from 2005 to 2007 and at Och-Ziff Capital Management from 1999 to 2005, where he was a Principal and co-founder of its fixed income business. Before joining Och-Ziff, he was an analyst for the...

Our guest for today’s podcast is Eva Ho, General Partner of Fika Ventures, an early stage venture capital firm that invests in founders solving meaningful, systemic problems through the use of data, related AI-enabled technologies, and automation. While this horizontal thesis allows Fika Ventures to be fairly sector agnostic, the firm is especially drawn to innovations in enterprise software, fintech, marketplaces, and digital health.  Fika is investing out of their Fund III and has committed...

Our guest for today’s podcast is Marcie Frost, Chief Executive Officer of CalPERS.  Marcie joined CalPERS as CEO in October 2016. She is the ninth CEO and second woman to head America's largest pension fund. As CEO, Marcie oversees an annual budget of $1.8 billion, an experienced team of 2,800 professionals, and three lines of business for the fund: pensions, health benefits, and investments. CalPERS administers a defined benefit retirement system for more than 1.9 million California public...

Our guest for today’s podcast is Arun Assumall, Global Head of Cross Asset QIS and Commodity Investor Products at Macquarie Group.  Since joining Macquarie in 2011, Arun has built an impressive global business within the bank by offering sophisticated investors access to beta and risk premia strategies commonly referred to as Quantitative Investment Strategies, QIS.  In a recent article published by Bloomberg, they estimate that over $370 billion in investor assets are currently tied to QIS...

Our guest for today’s podcast is Andy Lee, Managing Partner of Parallaxes Capital, an investment firm he founded in 2017 at the age of 26.  Previously, Andy was with Lone Star Funds and, with Lone Star’s support, he spun off to form Parallaxes Capital to take advantage of an esoteric and growing asset class – Tax Receivable Agreements (TRAs).   Andy is as smart and talented as they come, having entered college at 15 and earning his Bachelors in Finance and Accountancy from the University of...

Our guest for today’s podcast is David Ng, who is a Vice President at Avante Capital Partners, a boutique private credit firm with approximately $1 bn in AUM that harnesses the power of diversity and challenges the status quo.  David joined Avante in 2022 and is responsible for identifying, underwriting, executing and managing investment opportunities.   David has over 10 years of middle-market debt and equity experience. Prior to Avante, David worked as a Vice President in Partners Group’s...

Our guest for today’s podcast is Sarah Hammer, Managing Director of the Center for Innovation in Finance and Senior Fellow of the Alternative Investments Program at the Wharton School of the University of Pennsylvania and who most recently served as Acting Secretary of the Dept of Banking for Commonwealth of PA and has now returned to her love for private capital investing and financial technology.  She is also Adjunct Professor of Law at the University of Pennsylvania Law School, teaching a...

Our guest for today’s podcast is Pedro Ramos, CEO of Somar Capital Management, a consumer focused equity long/short hedge fund he started in 2015 after perfecting his craft as a portfolio manager at Tremblant Capital.   Pedro combines strategy consulting, investment banking, entrepreneurial and buy-side public and private investing experience in multiple industries and countries. His investing activities have spanned multiple macro-economic and political scenarios (including the 1980s...

Our guest for today’s podcast is Damien Dwin, Founder and CEO of Lafayette Square, a national investment platform he founded in November 2020. Lafayette Square aims to create investment opportunities in overlooked places and underserved markets. We invest across asset classes and seek to provide robust risk-adjusted returns to investors while positively supporting people and communities.  By increasing access to economic opportunity, Lafayette Square is helping to build a more inclusive...

Our guest for today’s podcast is Chris Shen, Co-Founder and COO of Revere VC, a start-up that he co-founded with Eric Woo, a veteran of the venture capital fund of fund business.  Revere VC is looking to become “the Morningstar of Venture Capital” and is building the first rating system for evaluating early-stage venture capital firms.   Chris’ professional work experience is deep and wide where he has spent time as an investor and lawyer for over 15 years in the US and Greater China across...