AAAIM HIGH ELI Podcast

“AAAIM High ELI” is focused on raising the profile of emerging leaders who aspire to become the next generation of pioneers in the investment management industry. Podcast guests include established and emerging managers, asset allocators, industry leaders and content experts passionate about raising the representation of AAPIs into senior ranks across the industry. Over time, we hope our podcast will serve as a library of valuable content for the investment community.

EP 74 – Arun Assumall, Global Head, Cross Asset QIS & Commodity Investor Products, Macquarie Group, “My Path to Building a Global QIS Business at Macquarie”

EP 73 – Andy Lee, Managing Partner, Parallaxes Capital, “Delivering the Holy Grail for Institutional Investors – Uncorrelated Returns”

EP 72 – David Ng, Vice President, Avante Capital Partners, “Meet 2023 Norman Mineta Fellow and Rising Star: David Ng”

EP 71 – 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 Leadership”

EP 70 – Pedro Ramos, CEO, Somar Capital Management, “Starting a Long/Short Hedge Fund is Hard… But my timeline is infinite…”

EP 69 – Damien Dwin, Founder and CEO, Lafayette Square, “Private Credit Investment With an Impact Lens”

EP 68 – Chris Shen, Co-Founder and COO, Revere VC, “Building the Morningstar of Venture Capital”

EP 67 – Victor Hu, Co-Founder and Managing Partner, Lumos Capital Group, “Growth Equity Investing to drive Human Flourishing through Education and Workforce Development”

EP 66 – Jonathan Grabel,CIO, Los Angeles County Employees Retirement Association (LACERA), “Authenticity, Character, and Humility: CIO Superpowers”

EP 65 – Ellen Hung, Deputy CIO, State Universities Retirement System, “Meet the $22 billion pension with over 40% of the portfolio managed by diverse firms”

EP 64 – Anthony Chiu, Deputy CIO, Kentucky Public Pensions Authority, “My Path to becoming Deputy CIO of Kentucky Public Pensions Authority $22bn Pension Fund”

EP 63 – 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”

EP 62 – Scott Chan, Deputy Chief Investment Officer, California State Teachers’ Retirement System (CalSTRS)

EP 61 – Amie Patel, CEO, Elevar Equity, “No Trade-Offs: Aligning Impact with Financial Returns”

EP 60 – Brian O’Neil, CIO, Robert Wood Johnson Foundation, “What a privilege it’s been to serve the Robert Wood Johnson Foundation”

EP 59 – Jane Ma, Managing Director, Moelis & Company, “What it takes to become a Successful M&A Banker”

EP 58 – Eugene Zhang, Founder & Partner, TSVC “The Art Behind VC Seed Investing and Finding 9 Unicorns”

EP 57 – Grace Chen, CEO, Upmarket, “Unlocking Private Markets for Accredited Investors”

EP 56 – Amy Chen, Chief Investment Officer, Smithsonian Institution “Wisdom from one of the top CIOs in the business…”

EP 55 – Fiona Lui, COO, Financial Solutions, Bloomberg LP – “Achieving career success – not like a canonball, more like curling…”

EP 54 – Ying Cao, Founder and CEO, LIYT and Co-Founder, Work in Fintech “Leaving Wall Street, Finding Purpose, and Making More Money”

EP 53 – Ying Hosler, Former Director of Investments, Penn State Endowment, “My Path to becoming an Endowment Allocator”

EP 52 – Hailey Ji, Founder HULA, “Entrepreneur Spotlight: Why I started HULA – helping people find like-minded new friends to attend events together”

EP 51 – Helen Hwang, Senior Executive Managing Director at Meridian Investment Sales, “$30 Billion and Counting… Becoming the Most Trusted Commercial Real Estate Advisor in NYC”

EP 50 – Ed Cong, Principal, Marathon Asset Management, “My Path to becoming a Hedge Fund Portfolio Manager”

EP 49 – Sadek Wahba, Chairman and Managing Partner, I Squared Capital Title: “Doing Good and Doing Well by Investors”

EP 48 – Cindy Chen Delano, Co-Founder and Partner, Invictus Global Management, “Grit, Hustle, Perseverance: my entrepreneurial path”

EP 47 – PDD, SHEIN, TikTok… Why Venture in China continues to thrive?

EP 46 – Seamon Chan, Co-Founder and Managing Partner, Palm Drive Capital. “Channeling Buffett: Why we started our Venture Capital in our 20’s”

EP 45 – Gayatri Sarkar, Founder and General Partner, Advaita Capital “A Venture Capital Firm focused on Minority Entrepreneurs in Tech”

EP 44 – 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?”

EP 43 – Shuo Chen, General Partner at IOVC and Faculty at UC Berkeley “Early Stage Venture Capital Investing”

EP 42 – Cynthia Tseng, Partner, Fairview Capital Partners “Diversity as Source of Competitive Advantage”

EP 41 – Roger Sit, CEO, Sit Investment Associates, Inc. “40+ Years of Excellence in Money Management”

EP 40 – Sarah Chen, Co-Founder & Investor, The Billion Dollar Fund for Women / Beyond the Billion. “Finding My Passion: Unlocking the Female Potential in Venture Capital”

EP 39 – Soo Chuen Tan, Founder and President of Discerene Group. “Channeling Buffett: Never Overpaying, Being Patient, Holding Stocks Forever…”

EP 38 – Carey Lai, Founding Member and Managing Director, Conductive Ventures, “My Path to starting my own Venture Capital Firm”

EP 37 – Aaron Yoon, Assistant Professor of Accounting & Information Management, Northwestern University “Becoming a Leading Academic on ESG Investing”

EP 36 – 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”

EP 35 – Randy Cohen, Senior Lecturer, Harvard Business School Senior Lecturer and Co-Founder, PEO Partners “Building the Holy Grail: Liquid Private Equity Replication”

EP 34 – Les Baquiran, Founder at Alpine Capital Advisors “Building Relationships and Connections”

EP 33 – Christina Qi, Chief Executive Officer, Databento “Not being Afraid to Fail”

EP 32 – 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”

EP 31 – Sona Menon, Partner Head of North American Pensions and Outsourced CIO at Cambridge Associates, “My Path to becoming Outsourced CIO”

EP 30 – Eric Nierenberg, Chief Strategy Officer, MassPRIM, “Building a Diverse Team and the Value of Diversity”

EP 29 – Pooja Malik, CEO & Founder Partner, Nipun Capital “From BGI to Nipun: Path to starting my Hedge Fund”

EP 28 – J.Dennis Jean-Jacques, Founder & CIO, Ocean Park Investments, “Betting on Yourself, Why I started my Hedge Fund”

EP 27 – Dr. Ranjan Bhaduri, Founder & CEO, Bodhi Research Group, “Why I started my own Independent Alternative Investment Consulting Firm”

EP 26 – Barbara Byrne, Former Vice Chairman of Investment Banking, Barclays and Lehman Brothers “Shattering the Glass Ceiling”

EP 25 – 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”

EP 24 – Seema Hingorani, MD, Morgan Stanley Investment Management and Founder & Chair, Girls Who Invest. “Pacing the Way and Inspiring tomorrow’s Women Investment Leaders”

EP 23 – 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”

EP 22 – 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”

EP 21 – Carrie Lo, CFA, CAIA, Portfolio Manager, CalSTRS’ Risk Mitigating Strategies “The Woman behind CalSTRS’ $25 billion+ uncorrelated portfolio”

EP 20 – 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”

EP 19 – 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”

EP 18 – Jason Hsu, Founder and CIO, Rayliant Global Advisors “Taking my Shot: Leaving Research Affiliates to build Rayliant”

EP 17 – Geeta Kapadia, Associate Treasurer, Investments, Yale New Haven Health “My Path to leading a $5 billion Pool of Investment Assets”

EP 16 – Rendel Solomon, Strategic Advisor to Goalsetter and Founder of One Stock One Future “Sharecropper to Shareholder”

EP 15 – Lorence Kim, Venture Partner, Third Rock Ventures / Former CFO, Moderna “A Lifetime of Preparation and Hard Work / My Role in Fighting COVID-19”

EP 14 – Sammy Suzuki, Co-CIO of Strategic Core Equities, AllianceBernstein “My Path to becoming Co-CIO and Breaking the Bamboo Ceiling”

EP 13 – Evelyn Chen, Founder and Portfolio Manager, Grand Alliance Asset Management “The Secret Required to be a Great Stock Picker: Patience and Dissecting Insects”

EP 12 – Maeley Tom, California State Legislature Extraordinaire and Founding Co-Chair of AAAIM “I’m Not Who You Think I Am…”

EP 11 – 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”

EP 10 – Suzanne Yoon, Founder and Managing Partner, Kinzie Capital Partners “Asian Female Founder led Private Equity Firm – Oh Yeah!”

EP 9 – Syed Haque, Director of Public Markets and Roxton McNeal, Director of Multi-Asset Investment Strategy & Allocation “The UPS Pension Way”

EP 8 – Kim Lew, CEO, Columbia Investment Management Company – “The Role Model of Role Models”

EP 7 – 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”

EP 6 – Danny Lee, Partner, Blue Pool Capital “Private Equity: humble beginnings, achieving success and paying it forward”

EP 5 – 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”

EP 4 – James Chen, Founder and CIO, Ovata Capital “The nice guy on the verge of making it big…”

EP 3 – Puneet Kohli, Head of Alternative Investments team, HOOPP “Meet the man who has done it all.”

EP 2 – Kirk Sims, Head of Emerging Managers, Teachers Retirement System of Texas “The VIP every emerging manager wants to know”

EP 1 – Monica Hsiao, Founder and CIO, Triada Capital “The industry’s next $1billion female-led hedge fund- why not?”