AAAIM High ELI

Our guest for today's podcast is Jane Ma who is a Managing Director at Moelis & Company where she specializes in advising clients in the Asset Management and Wealth Management sector. She has over 15 years of investment banking experience.

Prior to joining Moelis & Company, Jane worked at both Greenhill and Deutsche Bank focusing on M&A. Jane holds a B.S. in Applied Economics & Management from Cornell University and an M.B.A. from Columbia Business School.

I met Jane at AAAIM's National Conference in September and I found her to be pleasant, confident and knowledgeable – all things needed to be successful in the ultra-competitive field of M&A banking. Jane's a role model for the AAAIM community and those looking to break the bamboo ceiling.

Without further ado, here is our conversation with Jane Ma.

Our guest for today's podcast is Eugene Zhang, Founder & Partner of TSVC, a venture capital firm he started in 2010 to focus on seed stage investing. An engineer by training, Eugene spent his formative years working for a number of the top tech companies in our time including Sun Microsystems, Cisco and Juniper Networks. After successfully selling his own side hustle tech startup, Eugene took an interest in angel investing, subsequently catapulting his second career as a venture capitalist.

TSVC is now on its 5th fund in 12 years. It's first fund is known for having invested in Zoom Video Communications when Eric Yuan raised its first $3mn in capital raise back in 2010. TSVC's cost basis was $0.11 per share. Not bad so say the least! Want to hear Eugene's story about why he invested in Eric Yuan at Zoom back in 2010 when other venture capitalists passed. Well, we got it here for you.

Without further ado, here is our conversation with Eugene Zhang.

Our guest for today's podcast is Grace Chen, Founder and CEO of Upmarket. Upmarket opens up alternative investment opportunities to qualified individual investors. Qualified investors now have direct access to selected private equity, hedge funds and other alternative private fund offerings with lower investment minimums, simplified online subscription and post reporting process. UpMarket aims to serve those who want to achieve a truly diversified portfolio by giving them exceptional alternative investment opportunities.

Some of upmarket's past deals include pre-IPO shares in Space X and Bytedance and one of their current deals provides access to Andreessen Horowitz (aka a16z)'s latest fund.

Grace is an inspiration to the AAAIM community being an Asian female entrepreneur, having started upmarket at age 30.

Without further ado, please enjoy our conversation with Grace Chen.

Our guest for today's podcast is Amy Chen, Chief Investment Officer at the Smithsonian Institution, the world's largest museum, educational and research complex. Amy oversees overall investment strategy and management of the institution's endowment. Under Amy's leadership since 2006, the investment office has grown from $800 million to $2.5 billion while distributing $1 billion along the way… not bad!

Amy credits the culture of the organization and why having the right governance structure is key to being successful and maintaining the high level of success over time. Fun fact: her senior leadership team's average tenure is over 13 years, which is unprecedented in the money management space.

Curious about what it takes to be one of the top CIOs in the business? Well, Amy shares many insights with the audience during this podcast.

Without further ado, please enjoy our conversation with Amy Chen.

Our guest for today's podcast is Fiona Lui, who is the Chief Operating Officer for Financial Solutions at Bloomberg LP.

Over a 22+ year career in finance, Fiona has enjoyed amazing success climbing the corporate ladder at various investment banks as well as at Bloomberg, the market leader for financial data and news. Capital markets, structured derivatives, structured product sales, market data specialist, Head of Sales, COO…. Fiona has thrived in all of these roles and shares some of the secrets to her success on this podcast.

Without further ado, please enjoy our conversation with Fiona Lui.

Our guest for today's podcast is Ying Cao, Founder and CEO, LIYT, an executive coaching firm and Co-Founder of Work in Fintech, an educational and recruiting firm launched to inspire and guide students, graduates, and young professionals to a career in fintech and web3.

After a 14+ year career on Wall Street, Ying wasn't happy and, after some inner soul searching and helped by an executive coach, she decided to leave a lucrative job on Wall Street to start two different companies. While the decision didn't come easy, Ying is now living her best life. In Ying's own words: "I am grateful to myself that I do not have to settle and live life on other people's terms but in my own truth. It's great to wake up every day with a sense of purpose, work with people I love and admire, and create the reality I want for my own life.

LIYT stands for Live in your truth and Lead in your truth. LIYT is a digital executive coaching platform to provide the world's finest ontological coaching for anyone who wants a fulfilled life and wants to be a leader in this world. What Ying's clients have in common are an extraordinary mindset and an open heart. They are leaders who want not only their own success but to make the world a better place.

Without further ado, here is our conversation with Ying Cao.

Our guest for today's podcast is Ying Hosler, who was most recently Director of Investments at Penn State University's investment office. Over a 13+ year career, Ying has been a major driving force behind Penn State's success helping to grow total assets from $1B to over $6.5B. Ying was the 3rd investment professional hired at Penn State and oversaw all investment activities for the endowment's Private Equity and Venture Capital over the past six years.Previously, Ying was responsible for leading the endowment's Global Public Equity portfolio. Ying has been instrumental in setting up a wide range of in-house sourcing, due diligence and reporting capabilities, adding emerging managers and co-investments to Penn State's private program. She was recently nominated by Kayo conference series as Top 22 Endowment's today's leaders in the NorthEast, and was cover featured as "the Rising Star of Top 30 Endowment" by Trusted Insight in 2017. Ying received her B.S. in E.E. and M.A in Economics from top universities in China and holds an MBA from the Yale School of Management. She is also a Chartered Financial Analyst (CFA). Without further ado, here is our conversation with Ying Hosler.

Our guest for today's podcast is Hailey Ji, Founder of HULA, a community-driven friend discovery platform that connects like-minded people and propels meaningful relationships through shared offline experiences. Another way to think about HULA is a Bumble or Tinder app to find friends to attend cool events together, whether it be a Coldplay concert or an anime themed launch party.

I met Hailey at the Asian Hustle Network Conference in Las Vegas and I found her to be full of energy and optimism, two attributes that are definitely necessary for a start-up entrepreneur. Hailey is a USC graduate and, after spending 4 years in marketing and digital media working with iconic brands like HBO Max and Fox Broadcasting, decided to quit her job and go all-in on launching HULA.

Hailey's inspiration for starting HULA was based on her own personal experience. In college, she was a big fan of Adele, yet none of her friends in her immediate circle shared her same passion for attending an Adele concert. She needed an app like HULA.

As an Expat living in the U.S., Hailey deeply understands the current generations' loneliness and struggles of locating communities and making meaningful relationships, especially in metropolitan cities like New York City.

Without further ado, here is our conversation with Hailey Ji.

Our guest for today's podcast is Helen Hwang, Senior Executive Managing Director at Meridian Investment Sales. Helen is Head of the Institutional Investment Sales Group and is known as the most trusted commercial real estate advisor in NYC.

Over a 23+ year career in commercial real estate in NYC, Helen has executed over 100 institutional sales and recapitalization transactions exceeding $30 billion in value. Prior to joining Meridian, in 2015, Helen spent 16 years at Cushman & Wakefield as an Executive Vice President, as the head of NYC Investment Sales.

I truly enjoyed interviewing Helen for this podcast as she is a role model and inspiration for the AAAIM community. Want to hear what it takes to be at the top of your profession, well, you are in for a treat.

Without further ado, here is our conversation with Helen Hwang.

Podcast Specific Introduction (unique for each podcast): Our guest for today's podcast is Ed Cong, Principal at Marathon Asset Management, which was founded by Bruce Richards and Louis Hanover in 1998 and currently manages over $23bn as of this recording. Marathon is among the few storied asset management firms that has built an amazing brand over the past 20+ years. Ed joined the firm in 2006 and has risen to become a member of the investment committee. Not only has Ed survived over 16 years at a top hedge fund, but he has thrived, helping the firm navigate the global financial crisis in 2008 and being a critical member of the team that helped manage the US Treasury Public-Private Investment Program. Structured credit has transformed significantly over the past decade and it takes a different type of intellect to pivot and evolve with the market's demands – that's Ed, he has been at the center of it all! So what does it take to succeed as a hedge fund portfolio manager. Ed shares his path and some sound advice along the way. Without further ado, here is our conversation with Ed Cong.