This podcast was recorded on 22nd June 2023 and was prepared based on the information available as of the date of recording.

In this episode, we will be delving into the topic of economic potentials and opportunities in Asia, primarily in China and Japan, and how investing in these regions can become complex and tricky to navigate. We have Yoshi Ohira, CIO of Luxence Capital, with us in this episode, and he will be sharing how Luxence Asia Fund and other equity managers have played a very pivotal role in assisting our clients in navigating these markets very smoothly. 

Thank you, and we hope you will find these conversations insightful.

This podcast was recorded on 14 March 2023 and was prepared based on the information available on the date of recording.

In this episode, we dive into India’s private markets. Together with Sohil Chand, Founding Partner & Chief Investment Officer, LC Nueva Investment Partners, a veteran in India's venture capital landscape and former head of Norwest Venture Partners in India, and Sanket Sinha, an investor in private markets since 2011 who now heads the global asset management business at Lighthouse Canton. We begin by discussing the long term structural trend of India's VC market, the catalysts and factors bolstering this trend, how investors should be evaluating their investments under the current market conditions before exploring the roles that artificial intelligence and technology will increasingly play in the coming years in this emerging market. 

Listen to our podcast now to find out more! 

This podcast was recorded on 27 September 2022 and was prepared based on the information available on the date of recording.

In this episode, we speak to Kenny Arnott, CIO of Arnott Opportunities Fund, who shares how focusing on asymmetric returns can give your investment approach a competitive edge. Giving a broad overview of the three market regimes that are key when it comes to evaluating risk, Kenny also shares about effective ways to approach a possible recession so that you can build a portfolio that can endure different market regimes. 

Find out more and listen to our podcast now!