Our guest for today's podcast is Bordon Lai, Managing Director at Beach Point Capital Management. Bordon joined Beach Point in 2021 to help build out the firm's private equity and special situation investing capabilities.

Bordon has been in the industry for over 20 years and was previously at Quilvest Private Equity, a global multi-family office with $5B of AUM. Prior to Quilvest, Bordon worked at Pegasus Capital Advisors and Vision Capital, where he invested under a flexible mandate in opportunistic investments in the middle market.

Bordon started out his career as an investment banking analyst at Wachovia Securities and Credit Suisse First Boston. Bordon earned his bachelor's degree from Georgetown University and MBA from The Wharton School of University of Pennsylvania.

Joining me on the podcast as co-host is Agnes Tan, who recently graduated from Columbia Business School and will be co-hosting/hosting a handful of podcasts on behalf of AAAIM in the coming weeks.

So what does it take to be a successful private equity investor? We asked Bordon and he was gracious enough to share good insights on how he differentiated himself. Without further ado, please enjoy our conversation with Bordon Lai.