AAAIM High ELI

Our guest for today's podcast is Fiona Lui, who is the Chief Operating Officer for Financial Solutions at Bloomberg LP .   Over a 22+ year career in finance, Fiona has enjoyed amazing success climbing the corporate ladder at various investment banks as well as at Bloomberg, the market leader for financial data and news.  Capital markets, structured derivatives, structured product sales, market dat...

Our guest for today's podcast is Ying Cao, Founder and CEO, LIYT, an executive coaching firm and Co-Founder of Work in Fintech, an educational and recruiting firm launched to inspire and guide students, graduates, and young professionals to a career in fintech and web3.   After a 14+ year career on Wall Street, Ying wasn't happy and, after some inner soul searching and helped by an executive coach...

Our guest for today's podcast is Ying Hosler, who was most recently Director of Investments at Penn State University's investment office.  Over a 13+ year career, Ying has been a major driving force behind Penn State's success helping to grow total assets from $1B to over $6.5B.   Ying was the 3rd investment professional hired at Penn State and oversaw all investment activities for the endowment's...

Our guest for today's podcast is Hailey Ji, Founder of HULA, a community-driven friend discovery platform that connects like-minded people and propels meaningful relationships through shared offline experiences.  Another way to think about HULA is a Bumble or Tinder app to find friends to attend cool events together, whether it be a Coldplay concert or an anime themed launch party.   I met Hailey...

Our guest for today's podcast is Helen Hwang, Senior Executive Managing Director at Meridian Investment Sales.  Helen is Head of the Institutional Investment Sales Group and is known as the most trusted commercial real estate advisor in NYC. Over a 23+ year career in commercial real estate in NYC, Helen has executed over 100 institutional sales and recapitalization transactions exceeding $30 billi...

Podcast Specific Introduction (unique for each podcast): Our guest for today's podcast is Ed Cong, Principal at Marathon Asset Management, which was founded by Bruce Richards and Louis Hanover in 1998 and currently manages over $23bn as of this recording.  Marathon is among the few storied asset management firms that has built an amazing brand over the past 20+ years.   Ed joined the firm in 2006...

Our guest for today's podcast is Sadek Wahba, Chairman and Managing Partner of I Squared Capital.  He is an American economist and investor who focuses on infrastructure investments. Sadek began his career as an economist for the World Bank, where he worked on the social dimensions of structural adjustment. He subsequently joined Lehman Brothers and then Morgan Stanley, where he worked on structur...

Our guest for today's podcast is Cindy Chen Delano, Co-Founder and Partner of Invictus Global Management, an emerging and diverse manager focused on opportunistic large-scale special situations across credit, bankruptcy claims and litigation finance.  Along with her Co-Founder and former Whitebox Advisors colleague, Amit Patel, Cindy successfully launched Invictus Global Management in 2019 and the...

Our guest for today's podcast is James Liang, Founder of Skyline Ventures, a Shanghai-based venture capital firm that invests in outbound opportunities from China to the rest of the world.   James has an impressive background given his 10 year experience in venture capital, including almost 4 years at Sequoia Capital China in his formative years.  As many of you know, I am a big champion of the un...

Our guest for today's podcast is Seamon Chan, Co-Founder and Managing Partner of Palm Drive Capital, a venture capital fund that invests in early-growth companies with strong ideas and teams both in Silicon Valley and emerging tech centers around the world.  Along with his Co-Founder and Stanford classmate, Hendrick Lee, Seamon launched Palm Drive Capital in 2014 while still in their 20's after be...

Our guest for today's podcast is Gayatri Sarkar, Founder and General Partner of Advaita Capital, a venture capital firm she started in 2021.  Advaita's mission is to put more women and minority entrepreneurs on a path to IPO leveraging their expertise in DEI and ESG in making mainstream tech investments.   Many of you may know Gayatri from her She-VC videos on youtube, a podcast she launched to qu...

Our guest for today's podcast is David Chiang, Chief Investment Officer of Pritzker Family Foundations where he leads Ganesh Investments, the company that provides investment advisory services to the Funds and Partnerships group of PSP Partners and its affiliates. Ganesh Investments also provides investment advisory services to multiple Pritzker families and their foundations. Prior to joining Gan...

Our guest for today's podcast is Shuo Chen who is a General Partner at Innovation Overflow Venture Capital, also known as IOVC, where she has invested in 60-plus seed-stage startups focused on the future of work.  Shuo is also on the faculty of UC Berkeley College of Engineering and Singularity University, where she has taught and mentored hundreds of students since 2010.  Shuo's investments have...

Our guest for today's podcast is Cynthia Tseng who is a Partner at Fairview Capital Partners, one of the longest running private equity fund of funds in the business.  I hold Fairview in very high regard given that diversity has been woven into the fabric of their organization since the firm's beginning.  Fairview was founded in 1994 by Laurence Morse and Jo-Ann Price and prides itself on being on...

Our guest for today's podcast is Roger Sit, CEO, Sit Investment Associates, Inc which manages $16.6 billion in assets for institutional and individual clients with investments in both domestic and international markets.  As the global chief investment officer, Roger leads the firm's Investment Policy Committee and directs investments in custom separately-managed accounts, private investment funds,...

Our guest for today's podcast is Sarah Chen, Co-Founder & Managing Partner of The Billion Dollar Fund for Women/ Beyond The Billion (BTB), a global consortium of 100+ venture capital funds and limited partner investors that have now pledged to and are actively deploying beyond US$1Bn to be invested into women-founded companies.   Previously, Sarah pioneered a corporate venture capital spin-out wit...

Our guest for today's podcast is Soo Chuen Tan, Founder & President of Discerene Group, an investment firm he started in 2010 channeling core investment principles practiced by the great value investors of our time.  If you were to sketch out how a value investor should invest: never overpaying for stocks, being greedy when others are fearful, not being afraid to be contrarian, being patient, havi...

Our guest for today's podcast is Carey Lai, Founding Member and Managing Director at Conductive Ventures, a venture capital firm that invests in expansion stage companies with a focus on software, hardware, and technology enabled services.   In 2016, after a 12 year career in venture capital working for two of the best in the business: Institutional Venture Partners (IVP) and Intel Capital, Carey...

Our guest for today's podcast is Aaron Yoon, Assistant Professor of Accounting & Information Management at Northwestern University.  According to the Financial Times , his research on ESG was a turning point on how investors viewed and integrated ESG information and the methodologies suggested in his research have been widely implemented by asset owners and investment managers.   He has presented...

We have two special guests for our podcast today:  Anita Ng, MD for Private Investments @ Cambridge Associates and Tanya Kemp, MD and Head of Private Markets at San Francisco Employees' Retirement System.  Anita has more than 25 years of investment experience, 15 of those managing client portfolios at Cambridge Associates (a global advisory investment firm responsible for advising on over $500B in...

Our guest for today's podcast is Randy Cohen, Senior Lecturer in the Finance Unit at Harvard Business School. Randy is one of the most likeable professors in the business and has been at the top of teaching profession for over 20 years at HBS and MIT.More recently, along with his co-founder, Jean-Louis Lelogeais, Randy launched PEO Partners, an asset management firm that specializes in liquid priv...

Our guest for today's podcast is Les Baquiran, Founder of Alpine Capital Advisors, a leading placement agent that advises and raises assets for asset managers and businesses. Les is well known in the industry and, during the early months of the COVID pandemic in 2020, launched the Alpine Annual Asian Leaders in Investment virtual summit that has taken place the last two years in honor of Asian Awa...

Our guest for today's podcast is Christina Qi, Chief Executive Officer of Databento, an on-demand market data platform she co-founded after spending several years running a high frequency trading hedge fund.  Earlier this year, Christina and her co-founder raised $7.5 million in seed funding to build out "their data-as-a-service" solution for the financial industry.   I very much enjoyed interview...

Our guest for today's podcast is Dave Liu, a 30-Year Veteran of Wall Street and Silicon Valley. Dave is an entrepreneur who has started multiple companies, advisor who has raised over $15 billion for hundreds of companies, and investor in multiple billion dollar exits. He is passionate about advancing new ideas in technology and entertainment, and supporting philanthropic causes for disadvantaged...

Our guest for today's podcast is Sona Menon who is a Partner at Cambridge Associates.  Sona serves as an Outsourced Chief Investment Officer and adviser to institutional clients such as pensions, endowments, and healthcare institutions.  She is directly responsible for overseeing over $20 billion in assets.   Cambridge Associates is a global investment firm that focuses on building and managing in...