AAAIM High ELI

Our guest for today's podcast is Eric Nierenberg, Chief Strategy Officer for the $80 billion Massachusetts Pension Reserves Investment Management Board (MassPRIM) where he has been responsible for hedge funds and low vol strategies and over time,  became the CSO.  He is a "jack of all trades", leading a team in asset allocation, risk mgmt., research, Real Assets and the Portfolio Completion Strate...

Our guest for today's podcast is Pooja Malik, CEO & Founding Partner of Nipun Capital.  Pooja founded Nipun Capital in 2011 after a very successful career at Barclays Global Investors (BGI) where she was promoted quickly to become one of the youngest Managing Directors at the firm after successfully turning around BGI's active small cap equity strategy.   I very much enjoyed interviewing Pooja giv...

Our guest for today's podcast is Dennis Jean-Jacques, Founder & CIO of Ocean Park Investments.  Dennis is what I would characterize a "Benjamin Graham, Warren Buffet, Peter Lynch, Michael Price, and John Rogers" influenced value ninja…  as he has spent the last 25 years perfecting his craft: studying, working with, and being mentored by these investment legends.   Starting a hedge fund without see...

Our guest for today's podcast is Dr. Ranjan Bhaduri, Founder & CEO of Bodhi Research Group.  After spending 15 years as a researcher and asset allocator in alternative investments working with a number of top investment firms, Ranjan decided to hang up his own shingle and start Bodhi Research Group to provide advisory, research and education in the alternatives investments space.  Bodhi's clients...

Our guest for today's podcast is Barbara Byrne, Former Vice Chairman of Investment Banking at Barclays and Lehman Brothers.  I had the good fortune of getting to know Barbara during my time at Barclays and she is quite simply a legend in the business.  Inspirational leader, money maker, glass ceiling breaker, relentless motivator, role model, and comedian – these are all things I think about when...

Our guests for today's podcast are Deepak Gurnani, Founder and Managing Partner, Versor Investments (formerly known as ARP Investments) and Thiago de Freitas, Portfolio Manager for Liquid Alternatives, UPS Group Trust.   Alpha is hard to come by, but uncorrelated alpha is even more rare.  I wanted to dive deep into a hedge fund strategy that was truly uncorrelated to equity beta as well as long du...

Our guest for today's podcast is Seema Hingorani, Managing Director at Morgan Stanley Investment Management and Founder/Chair of Girls Who Invest, a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry. As part of the senior leadership team at MSIM, Seema is focused on strategic client relationships, i...

Our guests for today's podcast are Elizabeth Burton, Chief Investment Officer, Employees' Retirement System of the State of Hawaii and Lindsay Burton, Founder and President of the Kayo Conference Series.  Elizabeth and Lindsay are two trailblazers and extraordinary women in the finance industry and they happen to be sisters.   As CIO for Hawaii, Elizabeth is responsible for overseeing over $17 bil...

Our guest for today's podcast is Ginger Lew, who along with Maeley Tom, conceived and co-founded AAAIM in 2006.  Not surprising, it took two awesome Asian women to get AAAIM started!  Ginger has enjoyed amazing success in her career in both the public and private sectors, having served under the Clinton and Obama administrations in key roles and more recently having helped to start, operate and se...

Our guest for today's podcast is Carrie Lo, Portfolio Manager for the $25B Risk Mitigating Strategies group at CalSTRS (one of the largest public plans in the US) where she has led the venture into hedge funds, specifically those uncorrelated strategies to equities especially in global macro, trend following strategies and systematic risk premia.      Carrie takes us through her personal and profe...

Our guest for today's podcast is Deborah Way, Managing Director, Co-Head of Global Markets Recruiting for Sheffield Haworth, a leading global executive search and talent advisory firm.     After spending over 20+ years in various roles in Global Markets both as a producer and desk head, Deborah made the transition to become a recruiter after leaving Barclays in 2019.  From her early days growing u...

Our guest for today's podcast is Josh Lerner, the Jacob H. Schiff Professor of Investment Banking at Harvard Business School.  This podcast is a replay of an AAAIM Virtual Webinar held in late 2020 and discusses the findings from an AAAIM commissioned study by Bella Private Markets, a consulting firm led by Professor Lerner.   The AAAIM Study is the first in the market to quantify AAPIs' represent...

Our guest for today's podcast is Jason Hsu, Founder and CIO of Rayliant Global Advisors.  Jason spun Rayliant out of Research Affiliates in 2016 after a very successful stint as co-founder of Research Affiliates with legendary thought leader and finance guru, Rob Arnott.  At present, Rayliant has $26+ billion in AUM linked to its strategies and, beginning in 2021, launched an ETF in the US, symbol...

Our guest for today's podcast is Geeta Kapadia, Associate Treasurer, Investments at Yale New Haven Health where she leads a team of 5 that manages a $5 billion pool of investment assets.    Geeta takes us through her personal and professional path globetrotting the world before landing at Yale New Haven Health over 12 years ago.  In 2020, Geeta was named the Associate Treasurer for Investments eff...

Our guest for today's podcast is Rendel Solomon, Strategic Advisor to Goalsetter and Founder of One Stock One Future.  I sought out Rendel after watching his TedXChicago Talk called "Sharecropper to Shareholder."  One word comes to mind when I think about Rendel, his vision for the future, and his selflessness to make his vision a reality: PROFOUND.   Rendel is the rare example of someone who has...

Our guest for today's podcast is Lorence Kim, Venture Partner, Third Rock Ventures and Former CFO of Moderna.  If there was ever someone you wanted to picture as having a perfect life, that's Lorence.  Lorence graduated magna cum laude from Harvard, then went on to earn a dual degree (Doctor of Medicine and MBA) from Penn.  Upon graduation, he joined Goldman Sachs and rose through the ranks becomi...

Our guest for today's podcast is Sammy Suzuki, Co-CIO of Strategic Core Equities at AllianceBernstein, also known as AB, a $686 billion research driven, asset manager.  Over a 26+ year career at AB, Sammy shares his perspective and experience on what it took for him to climb the corporate ladder at AB, shattering the bamboo ceiling, and building out a new $12 billion AUM business.  I tried to get...

Our guest for today's podcast is Evelyn Chen, Founder and Portfolio Manager of Grand Alliance Asset Management, an asset management firm focused on growth equity in Asia with a specific expertise in Taiwan and China.   What I love about interviewing different portfolio managers is the individual stories on what it takes to be the best at their craft.  Growing up, Evelyn's initial interest was to b...

Our guest for today's podcast is Maeley Tom, California State Legislature Extraordinaire and Founding Co-Chair of AAAIM.  I stepped aside for this podcast and asked Gordon Liao, AAAIM Board Vice-Chair and ELI Committee Chair, to conduct this interview given their long history and friendship.  In listening to Maeley's story, I have to admit that a few (happy) tears came to my eyes, after hearing ab...

Our guest for today's podcast is Susan Oh, a 25 year veteran at the Pennsylvania Public School Employees' Retirement System, a $64 billion defined benefit pension plan.   Over her career at PSERS, Susan has been a serial entrepreneur and a true innovator for the fund including 1) establishing their $13 billion swap overlay program, 2) building out their currency hedging program, 3) launching their...

Our guest for today's podcast is Suzanne Yoon, Founder and Managing Partner of Kinzie Capital Partners, a Chicago-based private equity firm focused on providing creative solutions through equity investments in lower middle-market businesses going through transitions.   Suzanne openly takes us through her personal journey overcoming tragedy at a young age after the death of her father and jumping h...

My guests for today's podcast are Syed Haque, Director of Public Markets, and Roxton McNeal, Director of Multi-Asset Investment Strategy & Allocation, for the UPS Investment Trust.   UPS has long been known as one of the more progressive pensions in the business and my conversation with Syed and Roxton tell the story on why the Trust has been successful both on the investing side as well as the ta...

Our guest for today's podcast is Kim Lew, Chief Executive Officer of the Columbia Investment Management Company, where she oversees over $11 billion in endowment and university assets.  Kim needs no introduction as she is by far one of the most admired investors and leaders in the world of investment management.  Kim joined Columbia in late 2020, a groundbreaking moment for the industry and someth...

My guests for today's podcast are Andrew Chen and Marcos Veremis.   Andrew is a Portfolio Manager at Lockheed Martin Investment Management Company where he focuses on the Absolute Return portfolio.  Andrew is an engineer by training and I was happy that he agreed to participate in this podcast given how much time he has spent learning and thinking about blockchain and the potential for the new tec...

My guest for today's podcast is Danny Lee who is a Partner at Blue Pool Capital, one of the most highly regarded investment firms in the business.  As a private equity investor, Danny has seen and experienced it all, building an awesome career that many of us would be envious about.   Danny talks about his early days after moving to New York from China at the age of 13, attending Brooklyn Tech, a...