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Suzanne Yoon, Founder and Managing Partner, Kinzie Capital Partners “Asian Female Founder led Private Equity Firm – Oh Yeah!”

AAAIM High ELI

Release Date: 04/12/2021

Brian O’Neil, CIO, Robert Wood Johnson Foundation, Brian O’Neil, CIO, Robert Wood Johnson Foundation, "What a privilege it's been to serve the Robert Wood Johnson Foundation"

AAAIM High ELI

Our guest for today’s podcast is Brian O’Neil, Chief Investment Officer of the Robert Wood Johnson Foundation.  Brian is a legend in the business and has been at the helm of the Robert Wood Johnson Foundation for the past 20 years helping to grow its foundation to well over $14 billion in AUM.  Effective January 1st, 2023, Brian will be retiring from his role as CIO.   What a pleasure it was for me and AAAIM Executive Committee Board Co-Chair Brenda Chia to interview Brian, a long time supporter of AAAIM since its founding in 2006.  In addition to being known as a great...

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AAAIM High ELI

Our guest for today’s podcast is Jane Ma who is a Managing Director at Moelis & Company where she specializes in advising clients in the Asset Management and Wealth Management sector. She has over 15 years of investment banking experience. Prior to joining Moelis & Company, Jane worked at both Greenhill and Deutsche Bank focusing on M&A. Jane holds a B.S. in Applied Economics & Management from Cornell University and an M.B.A. from Columbia Business School. I met Jane at AAAIM’s National Conference in September and I found her to be pleasant, confident and knowledgeable –...

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AAAIM High ELI

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AAAIM High ELI

Our guest for today’s podcast is Grace Chen, Founder and CEO of Upmarket.  Upmarket opens up alternative investment opportunities to qualified individual investors. Qualified investors now have direct access to selected private equity, hedge funds and other alternative private fund offerings with lower investment minimums, simplified online subscription and post reporting process. UpMarket aims to serve those who want to achieve a truly diversified portfolio by giving them exceptional alternative investment opportunities.   Some of upmarket’s past deals include pre-IPO shares in...

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AAAIM High ELI

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AAAIM High ELI

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AAAIM High ELI

Our guest for today’s podcast is Ying Cao, Founder and CEO, LIYT, an executive coaching firm and Co-Founder of Work in Fintech, an educational and recruiting firm launched to inspire and guide students, graduates, and young professionals to a career in fintech and web3.   After a 14+ year career on Wall Street, Ying wasn’t happy and, after some inner soul searching and helped by an executive coach, she decided to leave a lucrative job on Wall Street to start two different companies.  While the decision didn’t come easy, Ying is now living her best life.  In Ying’s own...

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AAAIM High ELI

Our guest for today’s podcast is Ying Hosler, who was most recently Director of Investments at Penn State University’s investment office.  Over a 13+ year career, Ying has been a major driving force behind Penn State’s success helping to grow total assets from $1B to over $6.5B.   Ying was the 3rd investment professional hired at Penn State and oversaw all investment activities for the endowment’s Private Equity and Venture Capital over the past six years.Previously, Ying was responsible for leading the endowment’s Global Public Equity portfolio.   Ying has been...

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Hailey Ji, Founder HULA, “Entrepreneur Spotlight: Why I started HULA - helping people find like-minded new friends to attend events together Hailey Ji, Founder HULA, “Entrepreneur Spotlight: Why I started HULA - helping people find like-minded new friends to attend events together"

AAAIM High ELI

Our guest for today’s podcast is Hailey Ji, Founder of HULA, a community-driven friend discovery platform that connects like-minded people and propels meaningful relationships through shared offline experiences.  Another way to think about HULA is a Bumble or Tinder app to find friends to attend cool events together, whether it be a Coldplay concert or an anime themed launch party.   I met Hailey at the Asian Hustle Network Conference in Las Vegas and I found her to be full of energy and optimism, two attributes that are definitely necessary for a start-up entrepreneur. ...

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AAAIM High ELI

Our guest for today’s podcast is Helen Hwang, Senior Executive Managing Director at Meridian Investment Sales.  Helen is Head of the Institutional Investment Sales Group and is known as the most trusted commercial real estate advisor in NYC. Over a 23+ year career in commercial real estate in NYC, Helen has executed over 100 institutional sales and recapitalization transactions exceeding $30 billion in value. Prior to joining Meridian, in 2015, Helen spent 16 years at Cushman & Wakefield as an Executive Vice President, as the head of NYC Investment Sales. I truly enjoyed...

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Our guest for today’s podcast is Suzanne Yoon, Founder and Managing Partner of Kinzie Capital Partners, a Chicago-based private equity firm focused on providing creative solutions through equity investments in lower middle-market businesses going through transitions.

 

Suzanne openly takes us through her personal journey overcoming tragedy at a young age after the death of her father and jumping head first into world of finance.  Through grit, determination, and a strong belief in “diversity and inclusion”, Suzanne successfully navigates the ultra competitive world of private equity, culminating in launching her own private equity firm in 2017.  Her story not only sends chills through my body but also brings a bright smile to my face.

 

Joining me on the podcast as lead host is fellow AAAIM board member, Susan Soh, Chief of Strategy and Capital Development for the Private Investments arm of Two Sigma.

 

Brace yourself and prepare to hear what it takes to be the best.  Without further ado, here is our conversation with Suzanne Yoon.