AAAIM High ELI

The Association of Asian American Investment Managers (AAAIM)

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In their own words

AAAIM's podcast series, "AAAIM High ELI" is focused on highlighting leaders whose voice and story can inspire the next generation of Asians in the investment management industry. Podcast guests will include senior asset allocators, industry leaders, established and emerging managers, and content experts passionate about raising the representation of Asian Americans and Pacific Islanders (AAPIs) in the senior ranks across the industry. Over time, we hope our podcasts will serve as a library of valuable content for the AAAIM community as well as the extended investment community.

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Episodes

  1. 1

    Andy Lee, Managing Partner, Parallaxes Capital, "Delivering the Holy Grail for Institutional Investors - Uncorrelated Returns"

    This episode features Andy Lee, Managing Partner of Parallaxes Capital, discussing his firm's focus on delivering uncorrelated returns for institutional investors through an esoteric asset class.

    ·56m
  2. 2

    Jane Ma, Managing Director, Moelis & Company, "What it takes to become a Successful M&A Banker"

    This episode features Jane Ma, a Managing Director at Moelis & Company, discussing what it takes to become a successful M&A banker and sharing insights from her 15+ years of experience in investment banking.

    ·53m
  3. 3

    Victor Hu, Co-Founder and Managing Partner, Lumos Capital Group, "Growth Equity Investing to drive Human Flourishing through Education and Workforce Development"

    This episode features Victor Hu, co-founder of Lumos Capital Group, discussing growth equity investing focused on education technology and workforce development to drive human flourishing.

    ·56m
  4. 4

    Tim Hsia, Founder and Managing Partner, Context VC, "Venture Investing in Military Veteran Founders"

    This episode features Tim Hsia discussing venture investing in military veteran founders as part of a series aimed at supporting Asian American emerging leaders in investment management.

    ·51m
  5. 5

    Cristina Chen-Oster, Founder & CEO, M2M Capital "Using AI to bring Transparency to Private Markets"

    This episode features Cristina Chen-Oster, founder and CEO of M2M Capital, discussing how AI can increase transparency in private markets.

    ·45m
  6. 6

    Tina Suo, Head of Alternative Credit, Office of the New York City Comptroller

    This episode features Tina Suo, Head of Alternative Credit at the Office of the New York City Comptroller, discussing her role and insights as part of a podcast series focused on elevating Asian American and Pacific Islander professionals in investment management leadership.

    ·51m
  7. 7

    Philip Yau, Managing Director, GI Partners

    This episode introduces Philip Yau, a Managing Director at GI Partners, as part of the AIM Hive ELI podcast series focused on elevating Asian American and Pacific Islander leaders in investment management.

    ·46m
  8. 8

    Tem Tumurbat, Co-Founder and Managing Partner, Nomadic Venture Partners, "Accelerating Decarbonization for a Sustainable Future"

    This episode features Tem Tumurbat, co-founder of Nomadic Venture Partners, discussing his career journey and focus on accelerating decarbonization through venture capital investments.

    ·57m
  9. 9

    Grace Chen, CEO, Upmarket, "Unlocking Private Markets for Accredited Investors"

    This episode features Grace Chen, CEO of UpMarket, discussing how her platform provides accredited investors with access to private equity and other alternative investments through lower minimums and simplified processes.

    ·55m
  10. 10

    Jenifer Vigilante and Maine Park, Counselors at College Labyrinth, "The First Step to Wall Street...Cracking the College Application Process

    This episode introduces Jen Vigilante and Maine Park from College Labyrinth to discuss college application strategies as a first step toward careers in investment management, particularly for Asian American professionals.

    ·52m
  11. 11

    Eunice McHugh, Director of Private Credit at San Francisco Employees' Retirement System, "My Path to Building a Leading Private Credit Portfolio"

    This episode features Eunice McHugh discussing her role as Director of Private Credit at San Francisco Employees' Retirement System and her journey in building a leading private credit portfolio.

    ·56m
  12. 12

    Anthony Chiu, Deputy CIO, Kentucky Public Pensions Authority, "My Path to becoming Deputy CIO of Kentucky Public Pensions Authority $22bn Pension Fund"

    This episode features Anthony Chiu discussing his career journey to becoming Deputy CIO of the Kentucky Public Pensions Authority's $22 billion pension fund, focusing on private equity and alternatives.

    ·49m
  13. 13

    Scott Chan, Deputy Chief Investment Officer, California State Teachers' Retirement System (CalSTRS)

    This episode introduces Scott Chan, Deputy Chief Investment Officer of CalSTRS, discussing his role and the organization's significance in investment management as part of AIM's initiative to support Asian American and Pacific Islander professionals in breaking the bamboo ceiling.

    ·1h 6m
  14. 14

    Gino Reina, Principal, SECOR Asset Management, "Investment Management, Restaurant Entrepreneur and 100 mile Ultra Marathoner"

    This episode introduces Gino Reina, a principal at Secor Asset Management, as part of a podcast series focused on elevating emerging Asian American leaders in investment management.

    ·45m
  15. 15

    Eugene Zhang, Founder & Partner, TSVC "The Art Behind VC Seed Investing and Finding 9 Unicorns"

    This episode features Eugene Zhang, founder of TSVC, discussing his journey in venture capital seed investing and strategies for identifying successful startups.

    ·57m
  16. 16

    David Ng, Vice President, Avante Capital Partners, "Meet 2023 Norman Mineta Fellow and Rising Star: David Ng"

    This episode introduces David Ng, a vice president at Avante Capital Partners, as part of the AIM High ELI podcast series focused on elevating emerging Asian American leaders in investment management.

    ·53m
  17. 17

    Nitish Agarwal, CEO and CIO, Orion Capital Asia, "Harnessing Double Digit Returns from Lower Risk Private Credit in Asia"

    This episode features an interview with Nitish Agarwal, CEO and CIO of Orion Capital Asia, discussing how to achieve double-digit returns from lower-risk private credit investments in Asia's middle market.

    ·55m
  18. 18

    Leena Bhutta, CIO, Doris Duke Foundation, "Grit, Gratitude & A Little Bit of Luck: Forging my Own Purposeful Path in Finance"

    This episode introduces the AIM High ELI podcast series focused on helping Asian American and Pacific Islander emerging leaders break barriers in investment management through interviews with industry professionals.

    ·50m
  19. 19

    Jonathan Xiong, Former Asia Pacific Co-CEO of Millennium, "Creating an Asia Focused Multi-Strategy Asset Manager"

    This episode features Jonathan Xiong, former Asia-Pacific co-CEO of Millennium, discussing his career and the creation of an Asia-focused multi-strategy asset manager.

    ·43m
  20. 20

    Brenda Chia, Chief of Capital Development, Paladin Capital Group and Johnny Wu, CEO, WallStreetX ETFs "Jamming about all things AAAIM"

    This episode celebrates the 100th podcast of AIM Hive ELI by discussing how the initiative supports Asian American and Pacific Islander emerging leaders in investment management through a conversation with Brenda Chia of Paladin Capital Group.

    ·57m
  21. 21

    Ellen Hung, Deputy CIO, State Universities Retirement System, "Meet the $22 billion pension with over 40% of the portfolio managed by diverse firms"

    This episode features Ellen Hung, Deputy CIO of the State Universities Retirement System, discussing how the $22 billion pension fund allocates over 40% of its portfolio to diverse investment firms and manages crisis risk strategies.

    ·57m
  22. 22

    Amanda Moore, CEO and Co-Founder, Aurora Peak Capital, "Building a Mission-Driven Investment Firm in Affordable Housing"

    This episode features Amanda Moore, CEO and co-founder of Aurora Peak Capital, discussing her mission-driven investment firm focused on alleviating the U.S.

    ·51m
  23. 23

    Wendy Li, Chief Investment Officer, Ivy Invest "Bringing Endowment Style Investing to Everyone"

    This episode features Wendy Li, Chief Investment Officer of Ivy Invest, discussing how endowment-style investing can be made accessible to everyone while addressing career challenges for Asian American professionals in investment management.

    ·1h 6m
  24. 24

    Soo Kim, Managing Partner and CIO, Standard General, "What it takes to be an Independent Thinker…"

    This episode features Soo Kim discussing his career journey and insights on becoming an independent thinker in investment management, as part of a series aimed at supporting Asian American and Pacific Islander professionals in breaking the bamboo ceiling.

    ·1h 8m
  25. 25

    Richard Chau, CIO, Tulane University Endowment, "Putting in the Work: My Journey to Tulane's CIO Seat"

    This episode features an interview with Richard Chau, CIO of Tulane University Endowment, discussing his career journey and insights into investment management as part of AIM's initiative to support Asian American professionals.

    ·50m
  26. 26

    Gretchen Tai, VP, Investments, CSAA Insurance Group, a AAA Insurer, "Meet the woman who has done it all in finance…. Banker, Consultant, Corporate Development, CIO, Portfolio Manager, and Asset Allocator"

    This episode introduces Gretchen Tai, VP of Investments at CSAA Insurance Group, discussing her diverse finance career and her role overseeing $10 billion in assets as part of AIM's initiative to support Asian American and Pacific Islander emerging leaders in investment management.

    ·1h 9m
  27. 27

    Dave Lu, Managing Partner, Hyphen Capital, "Stand with Asian Americans"

    This episode introduces Dave Lu, Managing Partner of Hyphen Capital, as part of the AIM Hive ELI podcast series focused on elevating Asian American and Pacific Islander leaders in investment management.

    ·51m
  28. 28

    Ray Chan, Partner, Atalaya Capital Management, "Humility, Success and Paying it Forward"

    This episode features an interview with Raymond Chan, partner at Atalaya Capital Management, discussing humility, success, and paying it forward in the context of Asian American leadership in investment management.

    ·51m
  29. 29

    Sandor Hau, Managing Director and President, Charlesbank Credit "What it takes to be a builder of businesses, communities, and organizations"

    This episode features an interview with Sandor Hau, Managing Director and President of Charlesbank Credit, discussing what it takes to build businesses, communities, and organizations while addressing challenges faced by Asian American and Pacific Islander professionals in investment management.

    ·50m
  30. 30

    Amie Patel, CEO, Elevar Equity, "No Trade-Offs: Aligning Impact with Financial Returns"

    This episode features an interview with Amie Patel, CEO of Elevar Equity, discussing how her venture capital firm aligns social impact with financial returns by investing in underserved communities.

    ·57m
  31. 31

    Michel Lowy, CEO and Co-Global Portfolio Manager, SC Lowy "SC Lowy - Building a Private Credit business outside the US"

    This episode features an interview with Michel Lowy, CEO and Co-Global Portfolio Manager of SC Lowy, discussing building a private credit business outside the US as part of a series focused on emerging leaders in investment management.

    ·51m
  32. 32

    Arun Assumall, Global Head, Cross Asset QIS & Commodity Investor Products, Macquarie Group, "My Path to Building a Global QIS Business at Macquarie"

    This episode features Arun Assumall discussing his journey building a global quantitative investment business at Macquarie Group as part of a series focused on emerging Asian American leaders in investment management.

    ·1h 6m
  33. 33

    Glenn Hosokawa, Director of Fixed Income, CalSTRS, "Riding off into the sunset after 25+ Years at CalSTRS"

    This episode features an interview with Glenn Hosokawa, Director of Fixed Income at CalSTRS, discussing his career and insights after over 25 years at the organization as part of a series focused on Asian American emerging leaders in investment management.

    ·46m
  34. 34

    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, "A Learning Mindset and the Importance of Learning Agility in Leade

    This podcast features Sarah Hammer discussing learning agility in leadership within the investment management industry during Asian American Pacific Islander Heritage Month.

    ·46m
  35. 35

    Pedro Ramos, CEO, Somar Capital Management, "Starting a Long/Short Hedge Fund is Hard…. But my timeline is infinite…"

    This episode features an interview with Pedro Ramos, CEO of Somar Capital Management, discussing his journey in starting a long-short hedge fund and insights into the investment management industry.

    ·51m
  36. 36

    Pam Chan, Managing Partner and CIO, Mosaic at Lingotto, "Weird and Wonderful Return Streams"

    This episode features Pam Chan discussing her role as Managing Partner and CIO at Mosaic, focusing on innovative private market investment strategies and her career journey in finance.

    ·41m
  37. 37

    Chris Shen, Co-Founder and COO, Revere VC, "Building the Morningstar of Venture Capital"

    This episode features Chris Shen, co-founder and COO of Revere VC, discussing his startup's mission to create a Morningstar-like rating system for evaluating early-stage venture capital firms.

    ·53m
  38. 38

    Bordon Lai, Managing Director, Private Equity Beach Point Capital Management

    This episode features an interview with Borden Lai, Managing Director at Beachpoint Capital Management, discussing his career in private equity and special situations investing as part of a series focused on elevating Asian American professionals in investment management.

    ·46m
  39. 39

    Jonathan Grabel, CIO, Los Angeles County Employees Retirement Association (LACERA), "Authenticity, Character, and Humility: CIO Superpowers"

    This episode features an interview with Jonathan Grabel, CIO of LACERA, discussing leadership qualities like authenticity, character, and humility in investment management.

    ·54m
  40. 40

    Vishal Bhutani, CIO, AMS Children's Fund, "Capitalizing on Indian Equity Markets with Downside Protection"

    This episode features Vishal Bhutani discussing strategies for investing in Indian equity markets with downside protection, as part of a series highlighting emerging leaders in investment management.

    ·58m
  41. 41

    Darren Xu, Co-Founder and Portfolio Manager, Questline Capital

    This episode features an interview with Darren Xu, co-founder and portfolio manager at Questline Capital, discussing his career and insights as part of AIM's Emerging Leaders Initiative to support Asian American professionals in investment management.

    ·48m
  42. 42

    Marcie Frost, CEO, CalPERS, "A Role Model for the Investment Community"

    This episode features an interview with Marcie Frost, CEO of CalPERS, discussing her role as a leader in investment management and her perspective as a role model for emerging Asian American professionals in the industry.

    ·53m
  43. 43

    Brian O'Neil, CIO, Robert Wood Johnson Foundation, "What a privilege it's been to serve the Robert Wood Johnson Foundation"

    This episode features an interview with Brian O'Neil, the retiring CIO of the Robert Wood Johnson Foundation, discussing his 20-year tenure and the foundation's growth to over $14 billion in AUM.

    ·1h 1m
  44. 44

    Ingrid Yin, Co-Founder and Managing Partner, MayTech Global Investments, "Long Term Investing in Global Innovative Companies"

    This episode features Ingrid Yin, co-founder of MayTech Global Investments, discussing her career transition from research science to finance and her firm's focus on long-term investing in global innovative companies.

    ·50m
  45. 45

    Damien Dwin, Founder and CEO, Lafayette Square, "Private Credit Investment With an Impact Lens"

    This episode features Damien Dwin, founder and CEO of Lafayette Square, discussing private credit investment with an impact lens focused on creating opportunities in overlooked places and underserved markets.

    ·52m
  46. 46

    Alka Goel, Founding Partner, Alkemi Growth Capital, "Leveraging my McKinsey experience to launch a Venture Capital Firm in India"

    This episode features an interview with Alka Goel, founding partner of Alkemi Growth Capital, discussing how she leveraged her McKinsey experience to launch a venture capital firm in India focused on early-stage healthcare and wellness companies.

    ·1h 4m
  47. 47

    Eva Ho, General Partner, Fika Ventures, "My Path to becoming an early stage tech focused Venture Capitalist"

    This episode features Eva Ho, General Partner of Fika Ventures, discussing her path to becoming an early-stage tech-focused venture capitalist and the mission of the AIM High ELI podcast to support Asian American and Pacific Islander emerging leaders in investment management.

    ·58m
  48. 48

    Amy Chen, Chief Investment Officer, Smithsonian Institution "Wisdom from one of the top CIOs in the business..."

    This episode introduces the AAAIM High ELI podcast, which focuses on elevating Asian American leaders in investment management to break the bamboo ceiling.

    ·1h 3m·5 clips
  49. 49

    Ying Cao, Founder and CEO, LIYT and Co-Founder, Work in Fintech "Leaving Wall Street, Finding Purpose, and Making More Money"

    This episode of AAAIM High ELI features Ying Cao, founder of LIYT and co-founder of Work in FinTech, discussing her transition from Wall Street to entrepreneurship.

    ·1h 1m·5 clips
  50. 50

    Fiona Lui, COO, Financial Solutions, Bloomberg LP - "My secret to achieving long term career success - the art of Curling"

    This episode of AIM High ELI features Fiona Lui, COO at Bloomberg LP, discussing her career in finance and the podcast's mission to address the bamboo ceiling for Asian Americans in investment management, with sponsorship from Ovada Capital.

    ·46m·4 clips
  51. 51

    Gaurav Aggarwal, Managing Partner, Vivo Capital "Breaking Into—and Leading—Life Sciences Investing"

    This episode introduces the AIM High ELI podcast and features Dr.

    Apr 15, 2026·50m
  52. 52

    Rodney June, CIO, LACERS, "The Long and Winding Road to Success"

    An interview with Rodney June, CIO of LACERS, discussing his career and the mission to increase AAPI representation in investment management.

    Apr 8, 2026·1h 3m
  53. 53

    Ying Hosler, Former Director of Investments, Penn State Endowment, "My Path to becoming an Endowment Allocator"

    Host Johnny Wu introduces the AIM High ELI podcast, which aims to highlight Asian American leaders in investment management, and previews an interview with Ying Hosler, former Director of Investments at Penn State.

    Jul 20, 2022·52m
  54. 54

    Hailey Ji, Founder HULA, "Entrepreneur Spotlight: Why I started HULA - helping people find like-minded new friends to attend events together"

    Host Johnny Wu introduces the AIM High ELI podcast, which aims to help Asian Americans break the bamboo ceiling in investment management, and previews an interview with Haley Ji, founder of Hula.

    Jul 6, 2022·37m
  55. 55

    Helen Hwang, Senior Executive Managing Director at Meridian Investment Sales, "$30 Billion and Counting… Becoming the Most Trusted Commercial Real Estate Advisor in NYC"

    An interview with Helen Huang, a senior executive in commercial real estate, discussing her career and the mission to break the bamboo ceiling for Asian Americans in investment management.

    Jun 1, 2022·1h 6m
  56. 56

    Ed Cong, Principal, Marathon Asset Management, "My Path to becoming a Hedge Fund Portfolio Manager"

    May 18, 2022·35m
  57. 57

    Sadek Wahba, Chairman and Managing Partner, I Squared Capital Title: "Doing Good and Doing Well by Investors"

    May 4, 2022·44m
  58. 58

    Cindy Chen Delano, Co-Founder and Partner, Invictus Global Management, "Grit, Hustle, Perseverance: my entrepreneurial path"

    Apr 20, 2022·1h 1m
  59. 59

    James Liang, Founder, Skyline Ventures, "PDD, SHEIN, TikTok… Why Venture in China continues to thrive?"

    Apr 11, 2022·45m
  60. 60

    Seamon Chan, Co-Founder and Managing Partner, Palm Drive Capital. "Channeling Buffett: Why we started our Venture Capital in our 20's"

    Mar 31, 2022·38m
  61. 61

    Gayatri Sarkar, Founder and General Partner, Advaita Capital "A Venture Capital Firm focused on Minority Entrepreneurs in Tech"

    Feb 23, 2022·55m
  62. 62

    David Chiang, Chief Investment Officer, Pritzker Family Foundations. "Career Success, Family, Community Impact and a decent golf game...who says you can't balance it all?"

    Feb 9, 2022·40m
  63. 63

    Shuo Chen, General Partner at IOVC and Faculty at UC Berkeley "Early Stage Venture Capital Investing"

    Jan 26, 2022·1h 2m
  64. 64

    Cynthia Tseng, Partner, Fairview Capital Partners "Diversity as Source of Competitive Advantage"

    Jan 12, 2022·59m
  65. 65

    Roger Sit, CEO, Sit Investment Associates, Inc. "40+ Years of Excellence in Money Management"

    Jan 5, 2022·45m
  66. 66

    Sarah Chen, Co-Founder & Investor, The Billion Dollar Fund for Women / Beyond the Billion. "Finding My Passion: Unlocking the Female Potential in Venture Capital"

    Dec 29, 2021·54m
  67. 67

    Soo Chuen Tan, Founder and President of Discerene Group. "Channeling Buffett: Never Overpaying, Being Patient, Holding Stocks Forever..."

    Dec 1, 2021·1h 10m
  68. 68

    Carey Lai, Founding Member and Managing Director, Conductive Ventures, "My Path to starting my own Venture Capital Firm"

    Nov 24, 2021·59m
  69. 69

    Aaron Yoon, Assistant Professor of Accounting & Information Management, Northwestern University "Becoming a Leading Academic on ESG Investing"

    Nov 17, 2021·1h 1m
  70. 70

    Tanya Kemp, Managing Director, Private Markets at SFERs/ Anita Ng, Managing Director, Private Investments at Cambridge Associates "Private Equity Perspectives from Two Female Powerhouse Allocators"

    Nov 3, 2021·1h 1m
  71. 71

    Randy Cohen, Harvard Business School Senior Lecturer and Co-Founder, PEO Partners "Building the Holy Grail: Liquid Private Equity Replication"

    Oct 20, 2021·1h 5m
  72. 72

    Les Baquiran, Founder at Alpine Capital Advisors "Building Relationships and Connections"

    Oct 6, 2021·1h 1m
  73. 73

    Christina Qi, Chief Executive Officer, Databento "Not being Afraid to Fail"

    Sep 29, 2021·58m
  74. 74

    Dave Liu, Author, The Way of the Wall Street Warrior "What 30 Years on Wall Street and Silicon Valley has taught me as an Entrepreneur, Advisor, Investor, and Philanthropist"

    Sep 22, 2021·1h 2m
  75. 75

    Sona Menon, Partner Head of North American Pensions and Outsourced CIO at Cambridge Associates, "My Path to becoming Outsourced CIO"

    Sep 8, 2021·52m
  76. 76

    Eric Nierenberg, Chief Strategy Officer, MassPRIM, "Building a Diverse Team and the Value of Diversity"

    Sep 1, 2021·56m
  77. 77

    Pooja Malik, CEO & Founder Partner, Nipun Capital "From BGI to Nipun: Path to starting my Hedge Fund"

    Aug 25, 2021·52m
  78. 78

    J.Dennis Jean-Jacques, Founder & CIO, Ocean Park Investments, "Betting on Yourself, Why I started my Hedge Fund"

    Aug 18, 2021·53m
  79. 79

    Dr. Ranjan Bhaduri, Founder & CEO, Bodhi Research Group, "Why I started my own Independent Alternative Investment Consulting Firm"

    Aug 11, 2021·1h
  80. 80

    Barbara Byrne, Former Vice Chairman of Investment Banking, Barclays and Lehman Brothers "Shattering the Glass Ceiling"

    Aug 4, 2021·1h 10m
  81. 81

    Deepak Gurnani, Founder and Managing Partner, Versor Investments and Thiago de Freitas, Senior Portfolio Manager, Liquid Alternatives, UPS Group Trust "The Search for Uncorrelated Alpha: Systematic Global Macro"

    Jul 28, 2021·1h 3m
  82. 82

    Seema Hingorani, MD, Morgan Stanley Investment Management and Founder & Chair, Girls Who Invest. "Paving the Way and Inspiring tomorrow's Women Investment Leaders"

    Jul 22, 2021·1h 32m
  83. 83

    Elizabeth Burton, CIO, Employees' Retirement System of the State of Hawaii and Lindsay Burton, Founder and President, Kayo Conference Series "The Burton Sisters: Trailblazers and Leading by Example"

    Jul 15, 2021·49m
  84. 84

    Ginger Lew, Co-Founder of AAAIM and CEO, Three Oaks Investments, LLC - "What it took: Achieving Career Success in both the Public and Private Sectors"

    Jul 5, 2021·55m
  85. 85

    Carrie Lo, CFA, CAIA, Portfolio Manager, CalSTRS' Risk Mitigating Strategies "The Woman behind CalSTRS' $25 billion+ uncorrelated portfolio"

    Jun 29, 2021·48m
  86. 86

    Deborah Way, Managing Director, Global Markets & Fintech, Sheffield Haworth "An Asian Female MD Perspective: When to leave, how to get promoted, getting paid fairly, taking ownership of your career"

    This episode features an interview with Debra Way, a recruiter in global markets, discussing her career journey and the mission to break the bamboo ceiling for Asian Americans in investment management.

    Jun 23, 2021·58m
  87. 87

    Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School "AAAIM Bella Research Study of AAPI Representation and Performance in the Asset Management Industry"

    Jun 14, 2021·29m
  88. 88

    Jason Hsu, Founder and CIO, Rayliant Global Advisors "Taking my Shot: Leaving Research Affiliates to build Rayliant"

    Jun 7, 2021·56m
  89. 89

    Geeta Kapadia, Associate Treasurer, Investments, Yale New Haven Health "My Path to leading a $5 billion Pool of Investment Assets"

    May 31, 2021·1h 6m
  90. 90

    Rendel Solomon, Strategic Advisor to Goalsetter and Founder of One Stock One Future "Sharecropper to Shareholder"

    May 24, 2021·1h 5m
  91. 91

    Lorence Kim, Venture Partner, Third Rock Ventures / Former CFO, Moderna "A Lifetime of Preparation and Hard Work / My Role in Fighting COVID-19"

    May 17, 2021·53m
  92. 92

    Sammy Suzuki, Co-CIO of Strategic Core Equities, AllianceBernstein "My Path to becoming Co-CIO and Breaking the Bamboo Ceiling"

    May 10, 2021·58m
  93. 93

    Evelyn Chen, Founder and Portfolio Manager, Grand Alliance Asset Management "The Secret Required to be a Great Stock Picker: Patience and Dissecting Insects"

    May 3, 2021·57m
  94. 94

    Maeley Tom, California State Legislature Extraordinaire and Founding Co-Chair of AAAIM "I'm Not Who You Think I Am…"

    Apr 26, 2021·55m
  95. 95

    Susan Oh, Director – ESG Research and Currency Hedging at PA PSERS "Put Yourself in the CIO's Shoes and Be the Change You Want to See"

    Apr 19, 2021·1h 4m
  96. 96

    Suzanne Yoon, Founder and Managing Partner, Kinzie Capital Partners "Asian Female Founder led Private Equity Firm – Oh Yeah!"

    Apr 12, 2021·52m
  97. 97

    Syed Haque, Director of Public Markets and Roxton McNeal, Director of Multi-Asset Investment Strategy & Allocation "The UPS Pension Way"

    Apr 5, 2021·1h 3m
  98. 98

    Kim Lew, CEO, Columbia Investment Management Company - "The Role Model of Role Models"

    Host Johnny Wu introduces the podcast and guest Kim Liu, CEO of Columbia Investment Management Company, discussing her role and the mission to break the bamboo ceiling for AAPIs in investment management.

    Mar 29, 2021·1h 13m
  99. 99

    Andrew Chen, Portfolio Manager, Lockheed Martin Investment Management Company And Marcos Veremis, Partner, Evanston Capital "An Institutional Investor Perspective: How we think about Blockchain and Cryptocurrency"

    Host Johnny Wu interviews Andrew Chen and Marcos Verlaine about cryptocurrency and blockchain investing, focusing on their expertise and the mission of AIM's Emerging Leaders Initiative.

    Mar 22, 2021·54m
  100. 100

    Danny Lee, Partner, Blue Pool Capital "Private Equity: humble beginnings, achieving success and paying it forward"

    Host Johnny Wu interviews Danny Lee, a partner at Blue Pool Capital, about his career journey from immigrant to private equity leader and his efforts to support Asian American professionals.

    Mar 15, 2021·52m
  101. 101

    Troy Dixon, Founder and CIO, Hollis Park Partners and Greg Maddox, Head of Global Manager Research, Wells Fargo Investment Institute "Designing an Emerging and Diverse Manager Program from Scratch"

    A role-play scenario where two investment professionals discuss strategies for a fund focused on emerging and diverse managers.

    Mar 1, 2021·1h 5m