New AAAIM Study AAPI Firms Outperform Yet Manage Just 0.49% of Assets

Leadership

Our Leadership

Guided by shared purpose and a singular mission

AAAIM’s Team

  • Jim Park

    Chief Executive Officer

    Jim Park

    Jim Park

    Chief Executive Officer

    With more than 30 years in national policy, business and nonprofit experience, Jim Park is currently serving as the Chief Executive Officer of the Association of Asian American Investment Managers (AAAIM).

    Prior to joining AAAIM, Park was one of the founders of the Mortgage Collaborative (TMC), a cooperative of independent US lenders working together to create growth and profitability. TMC also runs a mortgage technology Venture Capital fund (TMC tech fund) on behalf of its lender members.

    Jim is also the past-President & CEO, and Chair Emeritus of the Asian Real Estate Association of America (AREAA), the largest AAPI focused trade organization focused on expanding sustainable housing opportunities for Asian American and immigrant communities. Additionally, Park currently serves on the Smithsonian SITES board which provides arts and education programming with partnering educational institutions and museums throughout country.

    Previously Jim was the Co-founder and CO-CEO of New Vista Asset Management, a distressed asset management USA firm, focused on restoring home ownership in traditional underserved markets.

    He was also lead Industry Relations at Freddie Mac, the Federal Home Loan Mortgage Corporation, where his team worked with outside industry groups on regulatory and business issues. Prior to his work at Freddie Mac, Jim was the political appointee to the United States Federal Housing Administrative (FHA) Commissioner, where he oversaw legislative and regulatory issues. Jim started his career as a lobbyist at the National Community Development Association, which represents 500 cities and counties on housing and economic development issues.

    Jim’s passion has always been to organize and empower the Asian American community. In this at regard, he has helped to fund and launch a number of prominent non-profit organizations focused on the AAPI community including National CAPCD and AREAA as well as serving as a chair of various AAPI leadership organizations such as Asian Pacific American Institute for Congressional Studies (APAICS).

  • Elizabeth “Liz” Yan, CFA, CAIA

    Chief Operating Officer

    Elizabeth “Liz” Yan, CFA, CAIA

    Elizabeth “Liz” Yan, CFA, CAIA

    Chief Operating Officer

    Elizabeth “Liz” Yan currently serves as Chief Operating Officer at the Association of Asian American Investment Managers (“AAAIM”) after more than 20 years of experience in New York City’s investment industry.

    Most recently, Liz was a Senior Director at First Eagle Investments, where she covered institutional relationships across the Eastern and Midwest regions of the United States.

    Liz dedicates significant professional and personal time to serving Asian American and under-resourced communities. She sits on the Board of Directors and is a currently a high school mentor for Apex for Youth – a local nonprofit organization whose mission is to empower underserved Asian American and immigrant youth from low-income families in New York City.

    Prior to First Eagle, Liz served as Managing Director and Senior Consultant Relations Executive at TCW. Before that, she was Head of Business Development at 1623 Capital, a long-short equity hedge fund. Liz also spent several years as Vice President at AQR Capital Management, where she managed consultant relationships, oversaw existing client relationships, advised on asset allocation and portfolio construction, and discussed AQR’s investment strategies. Earlier in her career, she held roles in the Credit Portfolio Group at JP Morgan and on the Debt Capital Markets desk at HSBC.

    Liz holds a BS in Finance and Accounting from Boston College and earned an MBA, with concentrations in Analytic Finance, Economics, and Entrepreneurship from the University of Chicago Booth School of Business. She is a CFA charterholder, a Chartered Alternative Investment Analyst (CAIA), and a member of the New York CFA Society.

  • Alyssa Lee

    Director of Partnerships

    Alyssa Lee

    Alyssa Lee

    Director of Partnerships

    Alyssa Lee serves as Director of Partnerships at the Association of Asian American Investment Managers (AAAIM), where she leads corporate partnerships and fundraising initiatives while supporting a broad range of organizational operations and cross-functional projects. She manages relationships with more than 80 corporate partners and works across AAAIM’s programs, events, and internal operations to help advance the organization’s strategic priorities.

    Alyssa helped launch Accelerate, AAAIM’s college initiative designed to introduce students from diverse and underrepresented backgrounds to careers in investment management. Since its launch in 2023, the program has grown to support 100+ students from universities across the country through career development, industry exposure, and professional networking opportunities.

    Prior to AAAIM, Alyssa was a Client Associate at Wells Fargo Advisors, where she supported financial advisors and managed client relationships. Her experience spans relationship management, fundraising, program development, event execution, and organizational operations.

    Alyssa holds a Bachelor of Science in Communication Studies from Appalachian State University. Outside of work, she enjoys spending time with her husband and family, traveling, trying new recipes, and giving back to her local community.

  • Carrie Shen

    Director of Event Management

    Carrie Shen

    Carrie Shen

    Director of Event Management

    Carrie Shen brings more than a decade of experience in strategic event planning to her role as Director of Event Management at AAAIM. She leads the development and execution of the organization’s conferences and events, creating dynamic experiences that connect the investment community, elevate diverse voices, and drive meaningful engagement.

    Carrie holds several industry-recognized credentials—including the Certified Meeting Professional (CMP), Certification in Meeting Management (CMM), and Certified Event Designer (CED)—reflecting her deep expertise in planning and producing high-impact events. She is also a longtime member of Meeting Professionals International and past president of MPI San Diego Chapter.

    Outside of work, Carrie enjoys playing the violin, spoiling her two cats and two dogs, and spending time with her husband, Howard.

  • Program Director

    We're Hiring!

    Program Director

    Program Director

    We're Hiring!

    AAAIM is seeking an experienced, mission-driven Program Director to lead the strategy, design, and execution of the organization’s two flagship talent-development programs, AAAIM Accelerate and the Emerging Leaders Initiative (ELI), with the vision to keep building the pipeline that connects AAPI students, early-career professionals, and senior investment leaders across the country.

    This role owns program strategy and operations: curriculum design, partner engagement, participant recruitment, budget management, and outcomes measurement. Working closely with AAAIM’s leaders, sponsors, and partners, this person ensures the programming delivers real value to its participants and sponsors before, during, and after each engagement.

    The ideal candidate brings strong program management instincts paired with genuine passion for diversity, equity, and access in the investment industry. They are equally comfortable managing logistics for a multi-day virtual and in-person externship as they are building relationships with managing directors at top investment firms. They bring real enthusiasm for building pipelines that turn promising students and mid-career professionals into AAPI investment leaders.

    Position Details


Executive Committee of the Board

  • David Lam
    VC Comittee Advisor

    Chief Investment Officer, Lam Frontier Technologies

    David Lam

    David Lam

    VC Comittee Advisor

    Chief Investment Officer, Lam Frontier Technologies

    David Lam holds over 25 years of technology investing and operating experience.

    He began his investment career at The Carlyle Group and subsequently held General Partner positions at leading deep technology investment firms, most recently Atlantic Bridge Capital where he served as General Partner for 10 years. David currently serves as the Founder and Chief Investment Officer of Lam Frontier Technologies, an early-stage venture capital firm focused on investments in the semiconductor industry. He is also an Executive Board Member of Multibeam, a Board Member of Living Optics, SweGaN and Syntiant, and an Advisor to Persimmons and TetraMem.

    David holds a BS in Industrial Engineering and a MA in Organizational Sociology from Stanford University, and an MBA from the MIT Sloan School of Management.

  • Gordon Liao
    Board Vice Chair, Founding Board Member & ELI Committee Advisor

    Founder & Managing Partner, Promise Holdings LLC

    Gordon Liao

    Gordon Liao

    Board Vice Chair, Founding Board Member & ELI Committee Advisor

    Founder & Managing Partner, Promise Holdings LLC

    A native of the Chicago area, Gordon is an independent entrepreneur, investor, operator, activist and performer. He is the Founder and Managing Partner of Promise Holdings (www.promise-holdings.com), a family office/independent holding company that has equity interests ranging from small passive minority investments, to controlling positions, in nearly 20 companies. Gordon sits on the Boards of almost all of these companies and serves as Chairperson for the majority of them..

    Prior to his current activities, Gordon spent 15 years in institutional Private Equity as a Principal and Investment professional with Baird Capital, Reliant Equity Investors, and Wind Point Partners. Gordon received his MBA from Harvard Business School where he was a Toigo Fellow and the Founder of the Asian American Business Association (AABA), and his BS from the University of Illinois, Champaign-Urbana, where he graduated with Highest Honors and as a recipient of the Bronze Tablet.

    Gordon’s core mission in life is focused on lifting up underserved/under-resourced communities, with an emphasis on (a) Economic wealth creation, Entrepreneurship, Professional development and (b) The enhancement of self-esteem through the performing arts. Towards this end, he is the past President of the Goodman Theater’s Auxiliary Board, a Co-Founder and current Vice Chair of AAAIM (the Association of Asian American Investment Managers), Board Member of Leaders Forum (Asian American Advocacy Group), Definition Theater, and a former Board member of the Chicago Sinfonietta.

    Finally, he is a published writer, frequent speaker regarding the glass ceiling and underrepresented minorities, a published poet, produced playwright, spoken word artist, actor and wedding singer.

  • Brenda Chia
    Board Co-Chair & Founding Board Member

    Chief of Capital Development, Paladin Capital Group

    Brenda Chia

    Brenda Chia

    Board Co-Chair & Founding Board Member

    Chief of Capital Development, Paladin Capital Group

    Brenda Chia is the Chief of Capital Development at Paladin Capital Group, a premier venture and growth-stage investor in cybersecurity, AI, and emerging technologies. A member of the firm’s Management Team since 2012, she drives capital formation and cultivates high-impact relationships with institutional investors, investment platforms, and leading family offices worldwide, spanning deal sourcing, co-investments, and exits.

    Prior to Paladin, Brenda built an international career developing and executing strategy, marketing, and operational initiatives for global financial services firms. She held senior roles at The Boston Consulting Group and Accenture across Singapore, London, Wellington (New Zealand), and Boston.

    A tireless advocate for diversity in investing, Brenda has testified before Congress on expanding participation by women- and minority-owned funds in the investment industry. She serves as Board Co-Chair of the Association of Asian American Investment Managers (AAAIM), a national platform that convenes institutional capital and Asian American investors across asset classes to conduct business and build alliances. As its founding President since 2007, she has guided AAAIM to national prominence, setting its strategic vision, leading fundraising, and growing its network to more than 8,000 asset owners and managers.

    Brenda was named a 2022 Women to Watch in Private Equity by the Wall Street Journal.

    Brenda’s has roots in Singapore. She holds a BS from the National University of Singapore and an MBA from Harvard Business School, and is fluent in Cantonese, Mandarin, and Bahasa Indonesia.

  • Sanjiv Shah
    Board Co-Chair & Chicago Chapter Advisor
    Sanjiv Shah

    Sanjiv Shah

    Board Co-Chair & Chicago Chapter Advisor

    Sanjiv Shah has been actively involved with AAAIM since its founding in 2006 and has been a long-standing member of its executive committee, as well as co-chair of the AAAIM board. Sanjiv was formerly a Managing Director at HarbourVest Partners for nine years. At HarbourVest, he was a key member of the firm’s Primary Investment Team, leading its emerging, diverse, and micro-buyout investment strategy. During his time at HarbourVest, he led over $2.6 billion in primary investment commitments and often with General Partners who were new to HarbourVest. Sanjiv has developed meaningful relationships with both Limited and General Partners in private equity and is a frequent speaker at industry events. He also sourced over 450 investment opportunities for HarbourVest’s co-investment, credit, and secondary strategies which resulted in another $2 billion of investment across several dozen investments. Sanjiv was a founding member of HarbourVest’s Diversity, Equity, and Inclusion Council and a mentor to many of the junior/mid-level investment professionals on the Primary Team. He was also one of the firm’s most active and accessible investment professionals, as Sanjiv sat on 82 Limited Partner Advisory Committees and was the lead coverage officer for nearly 1,300 funds in market during his time at HarbourVest.

    Sanjiv joined HarbourVest in 2016 as part of its acquisition of the BAML Capital Access Funds business, which he co-founded in 2002. He joined Bank of America in 1994 and was instrumental in growing its portfolio of community development equity investments, including the formation of the group’s fund-of-funds investment programs. Sanjiv was previously one of the youngest individuals to be promoted to the Managing Director level within Bank of America’s Principal Investing division. He was profiled in the India Tribune as a successful, young professional from the Indian-American community, was formerly an executive sponsor of the bank’s Asian Leadership Network (Chicago), and a business mentor for the Cherie Blair Foundation for Women’s mentoring women in business program.

    He received a BS in Accounting from the University of Illinois at Urbana-Champaign and an MBA from the Kellogg School of Management at Northwestern University. Sanjiv is a Registered Certified Public Accountant in the state of Illinois.

  • Suzanne Wong, CPA, CGMA
    Treasurer

    Partner & CFO, Palladium Equity Partners

    Suzanne Wong, CPA, CGMA

    Suzanne Wong, CPA, CGMA

    Treasurer

    Partner & CFO, Palladium Equity Partners

    Ms. Wong joined Palladium in 2017. She serves as Chief Financial Officer and is a Partner of the Firm. Previously, she was the Head of Tax Finance at Apollo Global Management, LLC. Before joining Apollo, Ms. Wong worked at KKR & Co L.P. as Vice President of Tax and served as a Tax Director at Sony specializing in partnership deals in the entertainment and electronic manufacturing and gaming areas, as well as public company reporting. Ms. Wong began her career in tax at Arthur Andersen advising clients in the real estate industry. Ms. Wong serves on the board of The Association of Asian American Investment Managers (AAAIM) and the NY Chapter advisory board for the non-profit African Children’s Choir. Ms. Wong received her B.B.A. in Public Accounting and M.S. in Taxation from Pace University and is a CPA.


Board of Directors

  • York Lo, CAIA, CIMA
    Boston Chapter Advisor

    Head of Global Alternative Product Management, Manulife Investment Management

    York Lo, CAIA, CIMA

    York Lo, CAIA, CIMA

    Boston Chapter Advisor

    Head of Global Alternative Product Management, Manulife Investment Management

    York Lo is Head of Global Alternative Product Management at Manulife John Hancock Investments where he has been a key member of the team responsible for manager selection and oversight and product development and management for global fund platforms with AUM in excess of US$200 billion. Over the past 17 years at Hancock, he has launched products across structure types (mutual funds, interval/tender offer funds, ETFs, CITs, UCITs, LPs), asset classes (equities, fixed income, liquid and illiquid alts) and styles which contributed significantly to the firm’s growth. At Hancock, he is also the founding co-chair of its Asian American ERG, PACES US and has served as a mentor to the firm’s MLK Summer Scholars. Prior to joining Hancock, he has 10 years of experience in the asset management industry in the US and Asia working for firms such as UBS and Putnam Investments in business development and research roles. He has been Chartered Alternative Investment Analyst since 2004 and received his MBA from MIT Sloan and BSBA from Boston University Questrom School of Business. His industry engagements include serving on the board of AAAIM, the advisory board of the Institutional Investor Sub-Advisory Institute and the Alternative Investment Committee of NICSA. His current nonprofit engagements include serving as board member and investment committee chair of the Celebrity Series of Boston, advisory committee member of the Asian Community Fund at The Boston Foundation board and the Leadership Council member of the International Institute of New England.

  • Sammy Suzuki
    ELI Committee Advisor

    Head: Emerging Markets Equities; Deputy Head: Equities, AllianceBernstein

    Sammy Suzuki

    Sammy Suzuki

    ELI Committee Advisor

    Head: Emerging Markets Equities; Deputy Head: Equities, AllianceBernstein

    Sammy Suzuki is Head of Emerging Markets Equities at AllianceBernstein. He has been managing the Emerging Markets Strategic Core Portfolio since its inception in July 2012, and the Global, International and US portfolios since 2015. Suzuki has managed port folios for well over a decade. From 2010 to 2012, he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst. He joined AB in 1994 as a research associate covering the capital equipment industry, and then became an analyst covering the technology industry. Suzuki became portfolio manager in 2004. From 1998 to 2004, he served as senior research analyst for the global automotive industry. Before joining the firm, Suzuki was a consultant at Bain & Company. He holds a BS in materials science and engineering and a BS in finance (both magna cum laude) from the University of Pennsylvania. He is a CFA charter holder and a member of the Board of the CFA Society New York

  • Deepa Patil Madhani

    Head of Investor Relations, One Rock Capital Partners

    Deepa Patil Madhani

    Deepa Patil Madhani

    Head of Investor Relations, One Rock Capital Partners

    Deepa Patil Madhani is the Head of Investor Relations of One Rock Capital Partners, LLC. Before joining One Rock, Ms. Madhani was part of the Capital Partnering Team at General Atlantic, where she focused on investor relations. Prior to General Atlantic, Ms. Madhani was an Associate in the Fundraising Group at TPG. Ms. Madhani began her career as an Analyst in the Mezzanine Fund at Lehman Brothers, where she analyzed investment opportunities across different sectors.Ms. Madhani earned a B.S. in business administration from Georgetown University. She graduated cum laude with a double major in finance and management and a minor in Spanish.

  • Prashant Mehrotra

    Partner & Managing Director, Clearlake Capital Group

    Prashant Mehrotra

    Prashant Mehrotra

    Partner & Managing Director, Clearlake Capital Group

    Prashant Mehrotra is a Partner and Managing Director at Clearlake Capital Group where he focuses on investments in software businesses. Prior to joining Clearlake, he was a Principal at Silver Lake Partners, where he focused on investments in technology and technology-enabled industries. Before that, Mr. Mehrotra was a Principal at Tennenbaum Capital Partners. Prior to Tennenbaum, he worked in investment banking in the Technology, Media and Telecommunications Group at Goldman, Sachs & Co.

    Mr. Mehrotra currently serves as a director on several Clearlake portfolio boards, including Cornerstone OnDemand, Digicert, Ivanti, Precisely, Quest Software, RSA Security, Symplr and Zywave. Mr. Mehrotra graduated with a B.S. and M.S. in Industrial Engineering from Stanford University, where he was also a Mayfield Fellow, and he received his M.B.A. from the Kellogg School of Management at Northwestern University.

    He currently lives in Santa Monica, California with his wife and their two children.

  • Sona Menon

    Managing Director & Head of OCIO, Morgan Stanley

    Sona Menon

    Sona Menon

    Managing Director & Head of OCIO, Morgan Stanley

    Sona Menon is a managing director within Morgan Stanley Wealth Management’s Global Investment Office. She serves as the Head of the Outsourced Chief Investment Office (OCIO), overseeing the Endowment & Foundation, Retirement, Taft-Hartley, Government, and Ultra High Net Worth segments.​

    Prior to this, Sona spent more than 24 years at Cambridge Associates, most recently as OCIO and Partner, managing $25 billion of institutional assets. She was also theHead of Cambridge Associates’ Pension Practice for North America, with responsibility for growth strategy and talent development as well as managing investment staff and business development. She served on the firm’s Global DiversityInclusion & Equity Council, Digital Strategy Committee, 401(k) Committee and DiverseManager Council. Sona also spent four years at JP Morgan in Sales & Trading andSovereign Risk Research.​

    Sona holds a BA in Government/International Relations from Cornell University and anMBA from Harvard Business School. She serves on boards of the Association of AsianAmerican Investment Managers (AAAIM) and the Ummeed Child Development Centera nd is on the President’s Council for Cornell Women. In 2026, Sona was named to Pensions & Investments’ Influential Women in Institutional Investing list, an annual recognition honoring women making an outsized impact on institutional markets and teams.​

  • Bill Park

    Chief Investment Officer, Altisma Capital Management, LLC

    Bill Park

    Bill Park

    Chief Investment Officer, Altisma Capital Management, LLC

    Bill Park is the Founder and Chief Investment Officer of Altisma Capital Management, an investment manager dedicated to multi-strategy alpha extension. Bill’s vision for Altisma’s innovative solution stems from his 30 years of experience as an entrepreneur, trader, portfolio manager, allocator and risk manager. Prior to founding Altisma in 2024, Bill was the inaugural Head of Equity Risk at ExodusPoint, which he joined in 2019 to build a global team to risk manage ExodusPoint’s equity and systematic strategies. Bill designed many of ExodusPoint’s equity risk processes and worked closely with Equity Management on investments.

    Previously, Bill was Managing Director and Head of Quantitative Strategies and Risk at UBS Hedge Fund Solutions. Bill was a member of all HFS senior management committees while leading a global risk team to develop internal quantitative capabilities. Bill also led HFS quantitative investments and launched the liquid alternatives business.

    In 2003, Bill founded Aviator Fund Management as the Managing Partner and Chief Investment Officer, where he managed $500M AuM in global and Asia-focused multi-strategy hedge funds. Prior to that, Bill was a Portfolio Manager for HBK’s Asian Equities business unit and the founding Managing Director of HBK Japan, where he assembled and managed a pan-Asian multi-strategy team.

    Bill started his career in 1993 at O’Connor & Associates as an Equity Options Senior Trader after earning his S.B. from the department of Mechanical Engineering at the Massachusetts Institute of Technology (M.I.T.).

  • Johnny Wu
    New York Chapter Advisor

    Founder & CEO, xETFs

    Johnny Wu

    Johnny Wu

    New York Chapter Advisor

    Founder & CEO, xETFs

    Johnny Wu is Founder and CEO of xETFs, an ETF firm focused on bringing Wall Street strategies to everyday investors. Johnny is a Wall Street veteran having worked on both the buy side and sell side over 25 years. Johnny earned his Bachelor of Arts in Economics – Mathematics from Columbia College and his Masters of Business Administration in Finance from Columbia Business School. Johnny helped to start AAAIM’s Lunar New Year Gala and leads AAAIM’s NYC Chapter.

  • Susan Soh

    Chief of Capital Formation and Investor Relations, GrowthCurve Capital

    Susan Soh

    Susan Soh

    Chief of Capital Formation and Investor Relations, GrowthCurve Capital

    Ms. Soh is Chief of Capital Formation and Investor Relations for GrowthCurve Capital and a founding member of the firm. GrowthCurve is a private equity firm focused on building world-class businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to accelerate growth and drive value creation. GrowthCurve focuses on control-oriented private equity investments primarily across the financial and information services, healthcare, and technology sectors.

    Previously, she was a Partner, Chief of Strategy and Capital Development at Two Sigma, a financial sciences firm, where she led the growth initiative and capital development efforts for their private investment activities. She was responsible for overseeing the marketing process, strategy and leading the team in new business development. Prior to that, Susan was a founding partner and Global Head of Marketing and Client Services at Perella Weinberg Partners (PWP). In this role, she was responsible for marketing and client services, strategic business development, and sourcing new managers for PWP’s asset management business in hedge funds, private equity, private credit, real assets, and an outsourced CIO business with an ESG focus. Prior to PWP, she was Managing Director and Head of Hedge Fund Marketing at Highbridge Capital Management, a large multi-asset management firm. Previously, she was a vice president at Lightyear Capital, a financial services private equity firm where she was responsible for business development and investor relations. Earlier in her career, Susan was a Vice President at Bear Stearns Merchant Banking and an M&A Banker at Bear Stearns. She began her career as a corporate attorney at Cravath, Swaine and Moore. Ms. Soh holds a B.A. in Economics, summa cum laude, from Yale and a J.D. cum laude from Harvard Law School. She is a frequent speaker at industry conferences discussing private investment strategies, investment trends and outlook as well as topics on ESG, Diversity & Inclusion, and Women in Investing. Ms. Soh is an active board member of AAAIM (Association of Asian American Investment Managers), a founding member of AIF Global’s Women’s Investment Forum Steering Committee and a member of the Private Equity Women’s Investment Network (PEWIN). She was the recipient of the AIF Women Investor Trailblazer Award in 2020 and “Best Investor Relations Team 2012” Award by Hedge Funds Review.

  • David Sheng

    Managing Director, Hedge Funds and Private Credit Advisory , Aksia

    David Sheng

    David Sheng

    Managing Director, Hedge Funds and Private Credit Advisory , Aksia

    David is a Managing Director on the Portfolio Advisory team and has over 18 years of experience in alternative investments. He is responsible for alternative investment programs in the Americas, including portfolio management and construction, as well as manager evaluation. David leads alternatives coverage for Aksia’s institutional Canadian clients.

    Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man FRM focused on sourcing and evaluating alternatives strategies, as well as active portfolio management. Prior to Man FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered institutional clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange.

    David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University.

    In 2023, David was recognized as a Knowledge Broker by Chief Investment Officer. In 2024, David was named Institutional Consultant of the Year by Institutional Investor.


National Advisory Council

  • June Kim
    June Kim

    Deputy Chief Investment Officer, CalPERS

  • Jay Eum

    Founding Managing Partner, GFT Ventures

    Jay Eum

    Jay Eum

    Founding Managing Partner, GFT Ventures

    Jay is the Founding Managing Partner of GFT Ventures, Global Frontier Technology Ventures. GFT Ventures invests in category leading early-stage startups in the US and Israel focused on AI, robotics, and other frontier technologies.

    Prior to GFT Ventures, Jay co-founded TransLink Capital, a Palo Alto based early stage venture capital firm supporting entrepreneurs developing customer connections and partnerships in Asia. Previously, Jay was Founding Managing Director of Samsung Ventures where he established and led the US venture capital operations for Samsung, responsible for U.S. based investments and portfolio management. Jay started his venture capital career at the Silicon Valley office of Vertex Management, the Singapore based venture capital arm of investment firm Temasek Holdings.

    Jay received an MBA from Stanford University and M.S/B.S. in Chemistry from Seoul National University. Jay serves as a Board Director of the Asia America MultiTechnology Association (AAMA) and on the National Advisory Council of the Association of Asian American Investment Managers (AAAIM).

  • Amy Chen
    Amy Chen

    Chief Investment Officer, Smithsonian Institution

  • Alex Chi
    Alex Chi

    Partner, Deputy CIO of Global Credit and Head of Direct Lending, The Carlyle Group

  • David Chiang
    David Chiang

    Founder & CIO, Idyllic Partners

  • Valerie Wong Fountain, CFA
    Valerie Wong Fountain, CFA

    Managing Director, Morgan Stanley Private Wealth Management

  • Chris Kojima

    Head of Capital Solutions, General Atlantic

    Chris Kojima

    Chris Kojima

    Head of Capital Solutions, General Atlantic

    Chris is Global Head of Capital Solutions and a member of the Executive Committee at General Atlantic. He leads the firm’s global client franchise, overseeing capital partnering, strategic partnerships, new business development, and capital formation activities across General Atlantic’s investment strategies, which today represent over $100 billion in assets and span global growth equity, private credit, energy transition, and infrastructure solutions.

    Previously, Chris was a Partner of Goldman Sachs, where he worked for over 28 years. He founded and led many of the firm’s businesses in alternative investments, including its external-manager investing platform in private markets, secondaries, GP stakes, co-investments, and hedge funds, leading those businesses across two decades. Chris also led the global client franchise for Goldman Sachs Asset & Wealth Management, a platform that represented over $2.7 trillion in alternative investments and public market strategies. Elected a Partner in 2008, Chris served on Goldman Sachs’ Partnership Committee, its Firmwide Client Franchise Committee, and its investment committees across the private markets.

    Chris is a member of the Council on Foreign Relations, has served as Adjunct Professor at Columbia Business School, and is a frequent commentator and writer on asset management. He serves on the boards of Cambridge in America, The Juilliard School, Asia Society, Collegiate School, and the Leadership Council of Harvard Law School. Originally from the Canadian midwest, he today lives with his family in New York City.

  • Linda Luu

    Managing Director, The Blackstone Group

    Linda Luu

    Linda Luu

    Managing Director, The Blackstone Group

    Linda Luu is a Managing Director in Blackstone Multi-Asset Investing (BXMA). Prior to joining Blackstone in 2018, Ms. Luu was involved in manager evaluation, selection and monitoring across investment strategies at PAAMCO. She began her career in the investment banking department of Credit Suisse.

    Ms. Luu received a BA in Economics from Columbia University, where she graduated cum laude, and an MBA from The Wharton School of the University of Pennsylvania. She serves on the National Advisory Council for the Association of Asian American Investment Managers (AAAIM).

  • Heidi Poon, CFA, CAIA
    Heidi Poon, CFA, CAIA

    Managing Director, Aksia

  • Sophia Tsai

    Chief Investment Officer, The Wallace Foundation

    Sophia Tsai

    Sophia Tsai

    Chief Investment Officer, The Wallace Foundation

    Sophia Tsai joined Wallace in March 2026 as the Foundation’s Chief Investment Officer, overseeing the management of its endowment. With more than 30 years of investment experience, she has managed institutional portfolios for endowments, foundations, and pension funds. Prior to joining Wallace, she served as Managing Director of Investments at Trinity Church NYC.

    Earlier in her career, Sophia held senior investment roles at GE Asset Management, GE Capital, and State Street Global Advisors, where she led private equity, hedge fund, and direct investments globally.

    Sophia chairs the Investment Committee of the Patrick J. McGovern Foundation. She holds an MBA from the Kellogg School of Management and the University of Science and Technology in Hong Kong, and a BBA from the Chinese University of Hong Kong, and is a CFA charterholder.


Honorary Advisory Board

  • Ginger Lew
    AAAIM Co-Founder

    CEO, Three Oaks Investments, LLC

    Ginger Lew

    Ginger Lew

    AAAIM Co-Founder

    CEO, Three Oaks Investments, LLC

    Ginger is the CEO of Three Oaks Investments, LLC, a n advisory services firm based in Naples, Florida.

    Ginger was one of the co-founders of Cube Hydro Partners, and its predecessor company, Enduring Hydro. She served as Managing Director and General Counsel. She guided the company through an expansive acquisition period g rowing from one 6 Megawatts Western Pennsylvania hydropower plant and five employees to nineteen facilities, 374 Megawatts in five states along ten river systems with 130 employees in less than four years. She provided a broad range of advice and led critical regulatory and financial negotiations throughout the life cycle of the company. In October 2019 Cube Hydro was sold to Eagle Creek Renewable Energy, owned by Ontario Power Generation of Canada. She continues to provide consulting transition services to the new owners. In addition, since 2014, Ginger is a senior policy advisor to I Squared Capital, a $13 billion global infrastructure fund based in Miami, Florida.

    Ginger has held numerous roles in federal government. She was the Acting Chief Counsel for the Western United States, Department of Energy. She was appointed by Secretary Vance to be Deputy Assistant Secretary of State for East Asia. When Bill Clinton was elected President, she served on the transition team and subsequently joined the White House Presidential Personnel Office with a focus on economic agencies. Ginger was nominated and unanimously confirmed as the General Counsel for the Department of Commerce under Secretary Ron Brown. She was nominated and unanimously confirmed as Deputy Administrator and Chief Operating Officer of the Small Business Administration under Administrator Phil Lader. Ginger worked on the Obama transition team as co-chair of the SBA agency team. She then joined the Obama White House National Economic Council as a senior advisor and focused on small business issues, entrepreneurship and women in the economy.

    For ten years, Ginger was a member and Board Chair of the Slovak American Enterprise Fund – a US government authorized investment fund in Central Europe to promote small business and entrepreneurship. She was a managing member and venture partner of two venture funds in Washington DC. Ginger also served on the NASDAQ Listing and Hearing Review Council for ten years as a member and Co-Chair.

    Ginger has also served on numerous corporate and not for profit boards including Yo semite National Institute (now NatureBridge), the Meyer Foundation, the Smithsonian Institute Travel Exhibitions, Asian Americans for Advancing Justice, and the East West Center. She is the Co-Founder of the Association of Asian American Investment Managers, a trade organization that promotes diversity and inclusion in the investment industry.

    Ginger and her husband, Lennart Ehn, live in Naples, Florida. They have two adult children and three grandsons. She enjoys bicycling, hiking and pretends to play golf.

  • Maeley Tom
    AAAIM Co-Founder
    Maeley Tom

    Maeley Tom

    AAAIM Co-Founder

    Maeley Tom, co-founder of Association of Asian American Investment Managers, was the former President of the California State Personnel Board. She previously served on the CalPERS Board from 2005 – 2007 and part of 2009. While serving on the CalPERS Board, Ms. Tom served on the Investment and Benefits and Program Administration Committees and served as the diversity advisor to the CalPERS Board. She also served as a special consultant to the California State Controller John Chiang and was instrumental in helping the State Controller launch his Corporate Board Diversity initiative with CalPERS and CalSTRS.

    Ms. Tom spent 20 years in the California State Legislature serving as Chief Administrative Officer of the California Assembly under Speaker Willie L. Brown Jr. and Chief of Staff to the California State Senate President pro Tem, David Roberti. She also served as the Director of the California Senate Office of Asian Pacific Affairs.

    Ms. Tom was selected by President Ronald Reagan to serve on the Advisory Committee on Women’s Business Ownership. President Clinton appointed her to serve on the U.S. Delegation to the United Nations Fourth World Prep com Conference on Women in 1995. She was a former member of the Executive Committee of the Democratic National Committee from 1989 – 1997 and served as a delegate to the White House Conference on Small Business. She was an advisory board member to the California Senate Subcommittee on Asian Trade and served on Governor Gray Davis Diversity Task Force before he appointed her to the California State Personnel Board, the governing board that oversees the California civil service system.

    A former political columnist for Asian Week and a former producer and host of the Central Valley Channel 40 “Facets’ television series, Ms. Tom is also the founding president of the California Joint Asian Pacific Legislative Caucus Institute. She is a member of the Committee 100 and recently published her memoir “I am not who you think I am” on Amazon. She is a graduate of California State University of San Francisco.

  • David Fann

    Partner, Head of Capital Formation, VSS Capital

    David Fann

    David Fann

    Partner, Head of Capital Formation, VSS Capital

    David is a Senior Managing Director & Vice Chair at Apogem Capital and has over 30 years of experience in the private markets industry. Prior to his role at Apogem Capital, David was responsible for the overall framework of the TorreyCove Capital private markets offering and provides senior advisory support to Aksia TorreyCove’s client advisory and private market investment research activities.

    Prior to Aksia’s acquisition of TorreyCove Capital Partners, David was co-founder, President and Chief Executive Officer of TorreyCove Capital Partners. He was responsible for managing the day-to-day business activities of the firm.

    Prior to TorreyCove, David was the President and Chief Executive Officer of Pacific Corporate Group. Throughout his career, David has led investment organizations that have invested/committed over $4 5 billion in private equity investments. He has invested in 26 leveraged buyout, private equity and venture capital investments as a lead investor or co-investor, of which ten became publicly traded through initial public offerings – a number were acquired by Fortune 500 companies. Previously, he was a Managing Director of US Trust and Vice President of Citicorp Venture Capital. David has served on the board of directors of eleven companies, as a board observer for seven, as chairman of the board of directors for two companies, and currently serves on the Honorary Advisory Board for the Association of Asian American Investment Managers and on the advisory board for the Robert H. Toigo Foundation.

    He graduated from Stanford University with a BAS in Industrial Engineering and Economics (dual degree).

  • Clayton Jue, CFA
    Founding Board Member

    President & CEO, Leading Edge Investment Advisors, LLC

    Clayton Jue, CFA

    Clayton Jue, CFA

    Founding Board Member

    President & CEO, Leading Edge Investment Advisors, LLC

    President & CEO – Leading Edge Investment Advisors, LLC

    Clayton Jue is founder and CEO of Leading Edge Investment Advisors, LLC (LEIA), a San Francisco based Manager-of-Managers. During his 30+ year investment career, he developed more than 40 emerging manager programs for large institutional investors and has provided early funding to numerous firms.

    Prior to founding LEIA in 2005, Mr. Jue was Executive Vice President and Managing Director of Northern Trust Global Advisors, where he managed $3 billion in emerging manager programs. He was also a senior member of Northern’s Hedge Fund and Trust Investment Committees which oversaw $25 billion in global assets.

    Previously, Mr. Jue was co-founder and Chief Investment Officer at Progress Investment Management in 1990 where he successfully developed and managed multi-manager programs for over 11 years. Prior to Progress, Mr. Jue was a Consultant with Callan Associates Inc.

    Mr. Jue is one of the six founding Board members of the Association of Asian American Investment Managers (AAAIM) in 2006 and served as a Board Chair from 2010-2017.

    Mr. Jue is a graduate of San Francisco State University (MBA) and the University of California, Berkeley (Dual BA). He holds the Chartered Financial Analyst designation (1991).

  • Roger Sit

    Chairman, CEO, President & Global Investment Officer, Sit Investment Associates, Inc.

    Roger Sit

    Roger Sit

    Chairman, CEO, President & Global Investment Officer, Sit Investment Associates, Inc.

    Roger J. Sit directs investment management activities for Sit Investment Associates, a diverse financial asset management firm with capabilities in both domestic and international investment products. Roger joined the organization in January 1998 and worked closely with firm founder Gene Sit for over ten years. Prior to joining the firm, Roger was a Vice President and Senior Equity Research Analyst at Goldman Sachs & Co. in New York for seven years. Additionally, he was a Captain in the U.S. Air Force, serving six years active duty with financial management responsibilities at Headquarters Sp ace Division. Roger Gradated with Military Distinction from the U.S. Air Force Academy in 1984. He earned a M.S. in Systems Management from the University of Southern California in 1987 and an M.B.A. with honors from the Harvard Graduate School of Business in 1991. Roger serves on the boards of TCF Financial Corporation, Convergent Capital, the Minneapolis Institute of Arts, and the McKnight Foundation.

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