Emerging Leaders Initiative

Educate, Connect and Develop Diverse Investment Professionals


Through ELI, AAAIM is working to invest in our future AAPI leaders and support the collective goal of ensuring full participation of ALL communities in the investment field.

Gordon C.C. Liao, ELI Committee Chair

ELI exists to help AAPIs break the bamboo ceiling. While AAPIs are largely represented in top educational institutions, and in the junior ranks of many organizations, there is a vast underrepresentation of AAPIs in senior roles throughout corporate America, specifically within the financial and investment industry. While there are organizations that aim to assist all minorities in organizational inclusion, AAPIs are often underrepresented because of the “Model Minority Myth.” Unfortunately, there are few organizations focused on career development and formal leadership workshops for AAPIs throughout the full life cycle of their professional journey. AAAIM is working to create a platform for upward mobility of AAPIs and other underrepresented communities in the investment field. 


Support AAPI Professional Growth and Build a Powerful Network of Leaders


Invest in Underserved Individuals in the Investment Field


Nurture Our Community’s Entrepreneurial Spirit through Training and Education

New York City

ELI Cohort

Our research shows that AAPIs typically plateau at the mid–career level due to lack of institutional focus and career development opportunities. To address this professional growth gap, AAAIM is launching a targeted cohort program for a select group of mid–career AAPIs to further their careers. More locations to follow!


Thank you to our sponsors

Palladium Equity Partners


“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 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?”