🎙 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This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM.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

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: William Ma, CIO, GROW Investment Group
🎙 Host: Alvin Fan, CEO, OPIM

In this wide-ranging conversation, Grow Investment Group’s founder William Ma returns to Alpha Uncovered to break down three distinct types of alpha that investors are quietly capturing across China’s evolving market landscape— the future alpha: youth-driven consumer stocks, the current alpha: arbitrage trading strategies, and historical alpha: real estate conversions.

📌 In this episode:

• Why Gen Z brands like Pop Mart are outperforming tech giants
• How structural quirks in China’s A-share market are creating 60% arbitrage opportunities
• The real reason convertible bonds are mispriced
• How service apartments born from distressed hotels are yielding high IRR
• What smart capital is buying while Western allocators hesitate
• This is not macro theory—it’s on-the-ground alpha from one of China's most experienced institutional investors.

📅 Recorded on 17 Jun, 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: Daniel Jim, Managing Director, Chartwell Capital
🎙 Host: Alvin Fan, CEO, OPIM

🧠 “AI will take your job” is the wrong mindset.

In this final part, Daniel and Alvin shift from capital to culture—what family offices are learning from Gen Z, and how AI is reshaping the way we work, think, and train.

💡 Inside the discussion:

🔹What interns taught managers

🔹How family offices measure “happiness” as ROI

🔹Why learning to ask better questions is the edge

🔹What AI can’t replace—and where it quietly thrives

🔹This is where investing gets personal: values, curiosity, and the next generation shaping capital

No hype. Just real talk about what comes next.

00:00 – Do Young People Really Lack Work Ethic?

01:10 – How Interns Actually Use AI (and Misuse It)

02:14 – AI’s Limits: When Manual Still Wins

03:20 – Reverse Mentorship: What Interns Teach Us

04:15 – Why “Asking Better Questions” Is the Real Edge

05:47 – Managing AI Like a Team Member

06:30 – Measuring ROI Through Happiness? Yes, Really

07:40 – The Education System Isn’t Built for This

08:50 – AI, Creativity, and the New Model for Learning

10:10 – Final Thoughts: Purpose, People, and What’s Next

📅 Recorded on 12 Jun, 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: Daniel Jim, Managing Director, Chartwell Capital
🎙 Host: Alvin Fan, CEO, OPIM

📉 The market’s still skeptical. 📈 But capital is moving.

As allocators consider their stance on China, Hong Kong’s elites are already betting on the future. In this episode, Daniel Jim breaks down what’s shifting beneath the surface.

Key themes:

🧠 Why the “China is uninvestable” thesis is wearing thin

🧠 How Hong Kong can anchor a China-wide financial identity

🧠 What a real ETF for China could look like

🧠 Why private capital needs to lead, not follow

This isn’t macro talk from a podium. It’s what real allocators are debating behind closed doors—and what family offices are doing while the world waits.

00:00 – Chartwell’s Macro View: Why They’re Getting Cautious 01:00 – Is China Still Investable? Changing Global Sentiment 02:50 – 3–4% Growth Isn’t Bad: The Case for Maturity 03:50 – Hong Kong’s Identity Crisis in Global Markets 05:00 – Can Hong Kong Become the S&P 500 of China? 06:00 – HSI vs. CSI vs. Nothing at All 07:00 – Why Hong Kong’s Role Is Still Critical 08:00 – ETFs, Indexes, and Infrastructure: The Missing Piece 09:15 – What Private Sector Should Be Doing (But Isn’t) 10:10 – Inside the Lobbying Strategy: Bringing Companies Back 10:50 – Without a Strong Index, We're Just a Vacation Spot 11:20 – Why China Isn't About Growth Anymore 12:45 – The Rise of Biotech and Pharmaceuticals in Asia 13:45 – AI, Drones & Defense: China’s High-Tech Leap 15:00 – What the West Is Finally Starting to Realize 📅 Recorded on 12 Jun, 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: Daniel Jim, Managing Director, Chartwell Capital
🎙 Host: Alvin Fan, CEO, OPIM

💼 What is it like to run a family office in Asia?

Forget the headlines and AUM. Chartwell Capital, built on 500 years of legacy, shows how wealthy Asian families actually manage money — quietly, deliberately, and rooted in family values.

Inside the conversation:

🔹 Why Chartwell doesn’t have “clients”

🔹 How engagement, not activism drives returns

🔹 What concentrated portfolios reveal about conviction

🔹 Why most people misunderstand what a family office is

This isn’t a hedge fund masquerading as a family office. It’s a long-game strategy built on trust, values, and legacy.

00:00 – Intro: Who is Chartwell Capital?00:13 – Teaching Algo Trading and Industry Background01:19 – Origins of the Chan Family and the Investment Office02:59 – What a True Family Office Actually Is04:14 – Network of 50 Families and “No Clients” Model05:43 – The Myth of the Old Boys’ Club06:28 – Why Legacy Families Don’t Compete09:32 – Core Investment Strategy: Yielding, Concentrated Portfolio11:31 – Value Investing Roots and Buffett’s Influence14:33 – Engagement Over Activism: The Chartwell Playbook16:09 – Case Study: TVB and Strategic Sponsorships17:16 – Reactions to Market Sentiment and Capital Market Shift18:50 – Turning Point: Time to Deploy vs. Time to Trim

📅 Recorded on 12 Jun, 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: Jonathan Ting, Managing Partner, NeuCo Academy
🎙 Host: Alvin Fan, CEO, OPIM

Building a secondaries fund isn’t just a strategy. It’s a commitment.
In Part 2, Alvin Fan and Jonathan Ting go beyond the market mechanics and get personal: what it’s like launching a fund, building conviction, and navigating a landscape where speed and certainty often outweigh price.
🔍 Inside the conversation:
• Why smaller LP deals are underpriced and overlooked
• How “being real” often beats being the highest bidder
• What makes secondaries uniquely scalable
• And the personal toll (and thrill) of launching something from scratch
For anyone who’s ever asked what it really takes to build an edge in private markets—this one goes behind the curtain.
Not a pitch. Not a panel. Just the real story behind Neuco.

📌 Chapters
00:00 – Why Jonathan left big firms to start Neuco
01:23 – Chasing edge, not just AUM or scale
02:49 – How secondaries deals are actually scalable
03:32 – What really matters in diligence (hint: not ARR)
05:08 – Why GPs and LPs work with lean shops like Neuco
06:26 – Reputation →  price: getting chosen without being highest bidder
08:02 – The family toll and emotional reality of fund launches
09:35 – What Jonathan would tell his younger self
10:23 – Realizing secondaries was his calling

📅 Recorded on 27 May, 2025

FOR INFORMATIONAL PURPOSES ONLY

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