Alpha Uncovered

🎙 Guest: Hans Liang, Managing Partner & Co-Founder, Unity Investments
🎙 Host: Alvin Fan, CEO, OPIM

After the main interview ended, we kept the cameras rolling for a more personal conversation.

"People think manifestation is just about vision and belief. But building something real? It’s like chewing glass. It hurts your pride, your ego. You finish your humility in the first day… and then you have to keep going."
Hans Liang, Yale graduate and CIO & Co-founder of Unity Investments, opens up about the difference in mindset between inherited and earned wealth. Coming from a lower middle class background, Hans shares how getting into Yale on a full-ride financial aid, working through school, and later building his own firm shaped the way he carries himself — especially when dealing with family offices.

He reflects on imposter syndrome, the emotional cost of entrepreneurship, and why the journey of building something from scratch forces a level of self-discovery that most people never experience.

This is the unfiltered, extended conversation that didn’t make it into the main episode.

00:00 Inherited vs Earned Wealth Mindset
01:30 Hans Liang’s Yale Financial Aid Story
03:45 Imposter Syndrome & The Founder’s Chip
05:30 “Chewing Glass”: The Pain of Building a Business
07:45 Self-Discovery Through Entrepreneurship
09:20 Competition vs Focusing on Yourself
10:45 How Founders Define Failure

📅 Recorded in Jun, 2026

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Hans Liang, Managing Partner & Co-Founder, Unity Investments
🎙 Host: Alvin Fan, CEO, OPIM

In this episode, Hans Liang of Unity Investments explains why US private credit can still deliver 15-20% yields in 2026, how his team structures deals that banks reject, and why many emerging managers are adding equity warrants and revenue share for extra upside.

What you’ll learn:
1. Why US private credit yields remain high while public equities look expensive
2. How redemption pressures and software/AI concerns are affecting the market
3. Real examples of asset-backed lending (including a $25M baseball card deal)
4. Why Hans now asks for equity warrants on most new loans
5. Honest advice for new emerging managers

00:00 Intro & Hans Liang Background
02:45 Public Equities to Private Credit Pivot
08:15 2026 Private Credit Redemption Gates Explained
15:30 US Private Credit Yields 15-20% Explained
22:00 US SMB Asset Backed Lending Strategy
28:30 Baseball Cards Collateral Private Credit Deal
35:45 Lending to MCA Platforms Private Credit
41:00 Equity Warrants in Private Credit Deals
46:30 Emerging Manager Private Credit Capacity
51:15 Advice for New Private Credit Managers
1:03:00 Closing Thoughts & Future Outlook

📅 Recorded in Jun, 2026

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video.
Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Theodore Shou, CIO, Skybound Capital
🎙 Host: Alvin Fan, CEO, OPIM

$400M fraud exposed a major bank’s private credit vulnerabilities. Theodore Shou, CIO at Skybound Capital, unpacks the complex structures and risks — and how astute investors are using them for better visibility, middle-market control, and high-conviction alpha in AI and China’s robotification surge.

Grasping origination pipelines, US-China differences, and selective evergreen plays provides the insight edge most miss. Essential viewing for private credit.

00:00 – Intro & Private Credit Access Problem
03:45 – Why Large Tickets Don’t Give Real Visibility
06:20 – HSBC’s $400M Fraud Case & Indirect Exposure
09:50 – How Banks Are Now Originating Deals for Private Credit Managers
13:40 – Post-GFC Regulations & The Shift in Banking
17:50 – US vs China Private Credit Models Explained
22:10 – Evergreen Funds & Redemption Gates
26:30 – Why HNW Investors React More Strongly to Gates
30:40 – Is Private Credit Facing Systemic Risk?
34:20 – Current Risks in SaaS & Software Exposures
38:10 – Market Views: AI FOMO & Public Equities Rotation
42:50 – AI Investment Thesis: Applications Over Infrastructure
47:30 – China’s Robotification & Latecomer Advantage
51:40 – Where Real Opportunities Lie in AI
55:20 – Geopolitics, Local Perspectives & Investment Bias
59:10 – Career Advice & What Young People Should Focus On
1:03:40 – Final Thoughts & Key Takeaways

📅 Recorded in May 2026

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Chris Shen, Co-Founder & COO, Revere
🎙 Host: Alvin Fan, CEO, OPIM

A look at where the big whales really swim in AI era venture – how a professional LP quietly buys into VC funds holding Anthropic, OpenAI and SpaceX at better terms – and what that reveals about how institutional money actually moves, and what smaller investors should (and shouldn’t) copy.

00:00 – Chris Shen’s Nonlinear Career: Family Office, Revere & Newco Academy

02:12 – AI, Geopolitics & the $22T Private Markets Boom

04:14 – Anthropic Secondaries, $900B Valuations & Private Market Liquidity

07:06 – Three Ways to Access Elite AI Names: Primaries, Secondaries & LP Interests

10:30 – SPVs, Discounts, Information Rights & Board Seats Explained

13:51 – Valuations, AI Hype, One Person Startups & Older “OG” Founders

21:06 – How to Evaluate Emerging Managers: Operator DNA, Pro Rata & Style Drift

29:41 – Where Chris Sees Alpha: Climate, Logistics, Supply Chain & AI Infra

34:25 – Future of Work: Young AI Natives, Middle Squeeze & Upskilling

38:06 – US–China Geopolitics, Hong Kong vs Nasdaq & Dual Capital Systems

44:12 – Dual Use & Defense Tech: Drones, Low Orbit Satellites & National Security

47:15 – 2026 Outlook, October Roadshow & The Next Decade of AI Era VC

📅 Recorded in May 2026

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: David Chen, Quarktek Global

🎙 Host: Alvin Fan, CEO, OPIM

00:00 – AI Hardware Hedge Fund Strategy & Intro

00:46 – Japan Tech Stocks, Corporate Access & Research Edge

02:35 – Japanese Conglomerates: Earnings Dilution vs Accretion

04:01 – Why This AI Fund Limits China Exposure

06:00 – 2024 AI Shock: Tariffs, Semiconductors & Strategy

10:18 – Missing First AI Rally: De-Risking & Re-Entry

11:55 – Advanced Packaging: CoWoS, Substrates & T-Glass

13:30 – Moore’s Law Slowdown, 2nm Chips & Power Crunch

15:01 – Co-Packaged Optics & Data Center Power Savings

17:32 – Is AI Capex a Bubble? Depreciation & Revenue Math

20:09 – AI Replacing Developers: Layoffs & Cost Savings

23:10 – Agentic AI Boom: Token Growth & Nvidia Roadmap

26:01 – T-Glass, Nittobo & Semiconductor Supply Bottlenecks

29:00 – Nvidia, Google, Elon & Take-or-Pay Capacity Deals

31:00 – LLMs to Agentic AI: Parallel vs Serial Compute

35:08 – Geopolitics, Oil, Helium & Supply Chain Risks

40:18 – Why AI Capex Is Decoupled from Consumer Demand

42:43 – US vs China: Sovereign AI & Dual Ecosystems

45:11 – Future of Work in AI Era: Jobs & Expert Talent

49:16 – From Agentic AI to Physical AI & AGI Path

50:32 – 2026 Outlook: AI Hardware & Tech Supply Chain

📅 Recorded in April 2026

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Kelvin Koh, Co-Founder & CIO, Spartan Group🎙 Host: Alvin Fan, CEO, OPIM

00:00 – Crypto Market Deep Dive01:11 – 40M → 3B: How Crypto Valuations Got Out of Control06:22 – Why Altcoins Dump After Launch (Token Design & Liquidity)10:24 – Private vs Public Markets: Discipline in Crypto Investing15:28 – “Tech Is Not the Moat” in Crypto & Web316:33 – What Actually Wins: Distribution & Go-To-Market (GTM) in Crypto18:17 – Narrative Cycles: BTC L2s → AI → Stablecoins20:30 – What’s Next: RWAs, Stablecoin Yield & Onchain Credit

Inside how the altcoin cycle really works — from private market hype to public market reality. Kelvin Koh breaks down why valuations exploded from $40M to billions, why many tokens collapse after launch, and how venture capital dynamics shape what retail investors eventually see. From “tech is not the moat” to the constant rotation of narratives — #BTC #L2s , #AI , #stablecoins — this is a framework for understanding where capital flows, and where it doesn’t. This isn’t about chasing the next coin. It’s about understanding the cycle before it repeats. #Crypto #Altcoins #VentureCapital #Web3 #Investing #MarketCycles

📅 Recorded in Apr, 2026

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Yat Siu, Co-founder & Chairman, Animoca Brands

🎙 Host: Alvin Fan, CEO, OPIM

00:06 – 2019 Youth & “They're Still Our Children”

01:11 – Survival First: The Oxygen Mask Analogy

01:59 – Why HK Is Ready to Go on Offense

03:18 – The Quiet Chinese Way of Soft Power

06:19 – Where Is China’s Elon Musk? Innovation & Culture

10:55 – “Tokenize or Die” – Infrastructure for the Agent Economy

13:40 – Money as Society’s Largest Social System

17:00 – Financial Inclusion: From $500 to $10

20:20 – Stablecoins, De-Dollarization & New Global Rails

24:10 – Animoca’s Evolution from Gaming to Tokenized Securities

28:50 – The Rise of Autonomous AI Agents & Web4

32:40 – A Day in the Life Running 130+ AI Agents

37:20 – Animoca Minds vs Open-Source Agents

45:10 – The New Skill: Orchestrating AI Agents

49:30 – Advice to Fresh Grads: Neural Stamina & Iteration

55:40 – Closing

Inside a wide-ranging conversation on HK’s resilience, China’s unique innovation model, theunstoppable rise of tokenization, programmable money, financial inclusion, and the explosive convergence of AI agents with Web3.

Yat delivers a masterclass on why HK is reloading for the next decade, how community-drivenincremental innovation differs from Western disruption, why “tokenize or die” is the new reality, and how one person can already run 130+ autonomous agents that work overnight and compress time. From digital property rights andstablecoins as global rails to the future of work — where orchestration beats technical mastery — this is your definitive guide to the forces reshaping finance, technology, careers, and society in the agentic era.

📅 Recorded in Mar, 2026

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Issac Septon, CIO, The Observatory

🎙 Host: Alvin Fan, CEO, OPIM

00:00 Welcome & Introduction

01:35 Family Office Structure & “Skin in the Game”

04:56 Why This Family Office Prefers Public Markets

08:34 Private Markets, Secondaries & Liquidity Risks

14:26 Why We Back Emerging Managers

19:50 Courting Managers & Cultivating Talent (Japan example)

24:24 The Diligence Mindset: Priorities over Checklists

31:45 Family Offices Becoming Institutional — Concentration vs Diversification

39:06 Thematic Exposures: Trading, Biotech, Japan (3-Year View)

45:44 Advice to Emerging Managers: Gut & Leaving Money on the Table

52:51 AI, Quants & The Human Edge in Discovery

56:05 Closing Thoughts & Where We Meet Next

Alvin Fan talks with Isaac Septon, CIO of The Observatory, about how a modern family office finds real alpha — from “skin in the game” alignment to courting emerging managers and building thematic portfolios.
They cover why this office favours public markets, what it looks for in managers, and the 3-year playbook ahead: Japan, biotech, and AI.

📅 Recorded in Sep, 2025

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Simon Potter, Founding Partner & Director, Business Succession Partners (BSP)Antoni Tisot, Founder & Managing Partner, Business Succession Partners (BSP) + Founder & CEO, ELab🎙 Host: Alvin Fan, CEO, OPIM

00:00 From Skeptic to Believer: AI That Works
00:55 BSP & ELAB: Joining Forces on AI
02:15 How Private Equity Uses AI to Scale
03:40 The Moment AI Proved Its Value
05:20 Real-World AI Productivity Gains
07:05 Turning Meetings Into Actionable Data
09:10 Best Practices for AI in the Workplace
11:25 AI Etiquette & Compliance
13:15 Naming AI Agents & Humanizing Tech
15:00 Training AI Like a Team Member
16:55 From Bots to Co-Workers: AI Agents
18:00 Multi-Agent Workflows in Business
21:00 Governance, Analysis & QA: Agent Handoffs
23:30 Automation vs. True AI: Finding the Balance
25:15 AI for Billing, Reconciliation & Data
28:11 Human-in-the-Loop: Risk & Oversight
31:00 Context Windows, Memory & Knowledge
33:50 Beyond Prompting: Context Engineering
35:45 Generalist vs Specialist AI Models
39:16 Industries Ripe for AI Transformation
41:15 Hidden Opportunities in “Boring” Businesses
42:00 Construction to Manufacturing: Data Transformation
43:15 How Automation Transforms Industry
44:45 AI’s Impact on Jobs
45:51 Why Over-Optimizing Kills Culture
46:00 AI in Education: Standardization vs. Thinking
47:50 Can AI Be Trusted? The Fact-Checking Debate
49:00 Why 95% of AI Projects Fail
50:54 How to Measure ROI Beyond Cost-Savings
54:34 The Marathon of AI Adoption
55:16 The Motivation Behind AI Leaders

📅 Recorded in Sep, 2025

FOR INFORMATIONAL PURPOSES ONLY

This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

🎙 Guest: Emanuel Balarie, Co-Founder, FundSeeder & SVP, RQSI
🎙 Host: Alvin Fan, CEO, OPIM

What if the next Market Wizard isn’t on Wall Street—but trading from their living room?

This episode explores the journey of FundSeeder, co-founded by Emanuel Balarie and Jack Schwager, and its mission to discover and scale the world’s top trading talent. From sourcing elite traders globally to launching an Accelerator that transforms individuals into investable businesses, FundSeeder is redefining how capital meets capability.

0:00 – Emanuel Balarie: Co-Founder of FundSeeder & SVP at RQSI
1:09 – What is FundSeeder?
2:20 – The Market Wizards Quest
5:02 – Finding the Top 1% of Traders
7:16 – Metrics, Mentorship & the Qualitative Edge
11:19 – Why the Accelerator Exists
12:16 – Accelerator Structure & Selection
14:21 – Business Challenges for Traders
15:37 – Traits of Top Traders
16:46 – Stubbornness vs. Coachability
19:46 – Accelerator: Application & Coaching
21:50 – Demo Day & Investor Access
23:26 – AI in Trading: Skepticism & Opportunity
25:01 – How Managers Use AI
27:56 – Copy Trading & On-Chain Strategies
31:10 – AI + FundSeeder: The Next Frontier
33:39 – The Leopold Aschenbrenner Fund Story
35:25 – Simplicity vs. Hype in AI Strategies
36:57 – What Makes a Top Manager?
38:31 – Market Wizards & Solo Trader Stories
42:16 – New Generation: Freedom Over Scale
44:34 – Scaling a Finance Startup
45:28 – Advice to My Younger Self
48:18 – Partnerships That Work (and Don’t)
50:17 – Alignment > Capital
53:22 – How to Apply to FundSeeder

📅 Recorded on 19 Aug, 2025

FOR INFORMATIONAL PURPOSES ONLY

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