Alpha Uncovered

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This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM.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

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

Venture secondaries are stepping into the spotlight as traditional exits stall. IPO windows are shut. M&A is rare. Yet $1.6 trillion in dry powder remains undeployed—and valuations in private markets haven’t caught up with reality.
In this episode, Jonathan Ting of Neuco Academy (ex-Industry Ventures) joins Alvin Fan to explain how the secondaries market is shifting:
🔹 What a “Private IPO” really is
🔹 Why LP interests are gaining attention
🔹 And how delayed liquidity is reshaping exit expectations
If you're tracking where private markets go next—this is essential viewing.
📉 IPOs are delayed. 📈 Secondaries are redefining the game.

📌 Chapters00:00 – Intro: Why venture secondaries matter now
01:10 – Where are we in the private market cycle?
04:30 – How low interest rates distorted venture capital
07:00 – Mark-to-market tensions between GPs and LPs
10:25 – Why most unicorns can’t IPO anytime soon
12:55 – “Private IPOs”: Wall Street’s new liquidity workaround
15:35 – Inside the secondaries market: who’s selling, who’s buying
19:00 – Why LP stakes may offer better discounts than direct shares
22:00 – Liquidity premiums and why small check sizes are mispriced
25:20 – Newco’s strategy: ignore size, focus on asymmetric returns
28:15 – The Xiaohongshu deal and why vintage matters
31:30 – Will China tech ever list on NASDAQ again?
34:00 – What makes a good secondaries investor
37:00 – What kind of companies are IPO-ready today

📅 Recorded on 27 May, 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: Allen Sing, CIO, Sun Hung Kai Capital Partners
🎙 Host: Alvin Fan, CEO, OPIM

Allen Sing is the Chief Investment Officer of Sun Hung Kai Capital Partners, one of Hong Kong’s leading alternative investment platforms and multi-asset family offices. In Part 2 of this exclusive interview, Allen opens up about what actually gets funded—and what doesn't.From seeding success stories like ActusRayPartners to walking away from hedge funds that overpromise, Allen provides a comprehensive masterclass on fund due diligence, allocator psychology, and why many managers fail to raise capital. If you’re a PM, IR, or fund marketer—this is must-watch content.

📌 Chapters

00:00 – Intro: From macro to alpha—what makes a fund investable

00:42 – CTAs, macro pain, and the myth of diversification

03:08 – Are SMAs worth it? The pros, cons, and realities

06:16 – What SHK looks for when seeding a manager

07:25 – The ActusRayPartners success story: from seed to $1.4B

13:08 – Monthly report cards: pressure and opportunity

14:47 – Can emerging managers survive without pedigree?

15:33 – The red flags: false confidence, incomplete communication

16:58 – Why simulated track records are like self-made report cards

18:21 – What managers get wrong about risk

18:30 – "You must be self-aware": the real allocator edge

20:19 – Why performance alone doesn't raise capital / Business acumen: the blind spot for many PMs

22:29 – Final reflections: lessons from 23 years of allocating

24:32 – Golf and long term investing: "It's more about avoiding bad mistakes"

📅 Recorded on 29 Apr, 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: Allen Sing, CIO, Sun Hung Kai Capital Partners
🎙 Host: Alvin Fan, CEO, OPIM

Allen Sing is the CIO of Sun Hung Kai Capital Partners, one of HK’s leading alternative investment platforms and multi-asset family offices. In this rare and candid interview, Allen sits down with Alvin to talk through the global macro landscape from an allocator’s lens—a perspective few fund managers ever get to hear.

From trade wars and Trump tariffs to bond market chaos and EM rebalancing, Allen breaks down how institutional allocators are reading the tea leaves.

• Are we in a new macro paradigm?

• The impact of tariffs, debt, and fiscal fragility
• Why the bond market is no longer a good leading indicator
• EM vs. US: where are the better risk-adjusted returns
• How allocators are rebalancing globally

📌 Chapters

00:00 – Intro: Who is Allen Sing and what does SHK Capital Partners do?

02:45 – From Asia to global: How allocations have shifted post-trade war

06:00 – Is this a new paradigm? Comparing today to GFC and COVID

09:00 – U.S. debt, Trump tariffs, and China's response

11:00 – Bond market volatility and the unraveling of the basis trade

14:50 – Why allocators are hesitant: “Not making a call may be better than making a call”

17:15 – Dalio’s “Beautiful Unwinding” and macro threats

20:00 – EM debt: opportunity or risk?

22:30 – Why allocators are rebalancing—not rotating

27:00 – Where SHK is finding better risk-adjusted returns

30:00 – Will SHK add to U.S. if the macro stabilizes?

32:45 – Pivot to alpha strategies: “Going back to the hedge fund side…”

📅 Recorded on 29 Apr, 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.

🎙 Guests: Steven Luk, CEO & CIO, FountainCap

🎙 Host: Alvin Fan, CEO, OPIM

📌 Chapters
00:00 - Intro: “Told You So” — Is This China’s Big Comeback?

01:50 - Spain to Singapore: On-the-Ground Sentiment Shift

05:00 - Who’s Really Buying? Hedge Funds vs. Institutions

08:45 - Misleading Indexes & the Real China Economy

12:10 - From Property Panic to Policy Bazooka

16:40 - $20 Trillion in Savings: The Real Stimulus?

20:30 - Trade Wars, Tariffs & Why Trump Might Help China

26:10 - Youth Unemployment & Aging: Overblown Concerns?

30:00 - The Real AI Play in China: Power, Not Platforms

35:10 - Portfolio Strategy: From Accumulation to Active Management

39:00 - Sector Focus: Consumption, Power Infrastructure, Advanced Manufacturing

43:50 - China Exposure: Pan-Asia or Dedicated Sleeve?

45:20 - Final Thoughts: “It’s Not Too Late — Yet”

China’s stock market is up over 50% in early 2025 — yet many institutional investors are still sitting on the sidelines. In this must-watch episode of Alpha Uncovered, returning guest Steven Luk of FountainCap explains why the real rally might just be beginning.

📅 Recorded on 19 Mar, 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.

🎙 Guests: Anthony Tse, Chief Storyteller, Institute for Greatness; Board director, Solas

🎙 Host: Alvin Fan, CEO, OPIM

📌 Chapters
00:00 - Intro: From Hedge Funds to Kindergarten & Beyond
01:30 - Anthony’s Finance Days – Managing Money, Risks & Expectations
05:20 - Leaving Fund Management – The Push & The Pull Factors
08:45 - Why Start a Kindergarten? Investing in Early Education
12:30 - Challenges of Running a School – Parents, Policies & Passion
16:50 - Finance vs. Education – Managing Investors vs. Managing Kids
21:15 - Becoming an Author – From Spreadsheets to Storytelling
25:40 - Coaching & Mentorship – Guiding Career Transitions & Leadership
30:10 - Lessons from Career Pivots – Risk, Purpose & Reinvention
35:25 - Advice for Professionals – When to Take the Leap?
40:10 - What’s Next? New Projects, Writing & Coaching Plans
43:30 - Final Thoughts & Where to Connect with Anthony

Welcome to another episode of Alpha Uncovered! Today, we sit down with Anthony Tse, a former fund manager—but instead of staying in the finance world, he made a radical leap into kindergarten education. From navigating market volatility to handling toddlers' tantrums, Anthony's career shift is nothing short of unusual.Why would a successful fund manager trade Bloomberg terminals for building blocks? What unexpected parallels exist between running a hedge fund, a school, and now coaching professionals? And how does his newfound wisdom challenge the way we think about career transitions, risk, and reinvention?Join Alvin Fan as we uncover Anthony’s unconventional path—and the lessons it holds for anyone considering their next big move.📅 Recorded on Jan 20, 2025

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