Randy Cohen, Harvard Business School Senior Lecturer and Co-Founder, PEO Partners “Building the Holy Grail: Liquid Private Equity Replication”
Release Date: 10/20/2021
Fiona Lui, COO, Financial Solutions, Bloomberg LP - "My secret to achieving long term career success - the art of Curling"
AAAIM High ELI
Our guest for today’s podcast is Fiona Lui, who is the Chief Operating Officer for Financial Solutions at Bloomberg LP. Over a 22+ year career in finance, Fiona has enjoyed amazing success climbing the corporate ladder at various investment banks as well as at Bloomberg, the market leader for financial data and news. Capital markets, structured derivatives, structured product sales, market data specialist, Head of Sales, COO…. Fiona has thrived in all of these roles and shares some of the secrets to her success on this podcast. Without further ado, please enjoy our...
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Ying Cao, Founder and CEO, LIYT and Co-Founder, Work in Fintech “Leaving Wall Street, Finding Purpose, and Making More Money”
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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Ying Hosler, Former Director of Investments, Penn State Endowment, “My Path to becoming an Endowment Allocator”
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"
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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Helen Hwang, Senior Executive Managing Director at Meridian Investment Sales, “$30 Billion and Counting… Becoming the Most Trusted Commercial Real Estate Advisor in NYC”
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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Ed Cong, Principal, Marathon Asset Management, “My Path to becoming a Hedge Fund Portfolio Manager”
AAAIM High ELI
Podcast Specific Introduction (unique for each podcast): Our guest for today’s podcast is Ed Cong, Principal at Marathon Asset Management, which was founded by Bruce Richards and Louis Hanover in 1998 and currently manages over $23bn as of this recording. Marathon is among the few storied asset management firms that has built an amazing brand over the past 20+ years. Ed joined the firm in 2006 and has risen to become a member of the investment committee. Not only has Ed survived over 16 years at a top hedge fund, but he has thrived, helping the firm navigate the global...
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Sadek Wahba, Chairman and Managing Partner, I Squared Capital Title: “Doing Good and Doing Well by Investors”
AAAIM High ELI
Our guest for today’s podcast is Sadek Wahba, Chairman and Managing Partner of I Squared Capital. He is an American economist and investor who focuses on infrastructure investments. Sadek began his career as an economist for the World Bank, where he worked on the social dimensions of structural adjustment. He subsequently joined Lehman Brothers and then Morgan Stanley, where he worked on structured financing. While with Morgan Stanley, Sadek launched Morgan Stanley Infrastructure Partners and was Chief Executive Officer of Morgan Stanley Infrastructure. In 2012, Sadek made the...
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Cindy Chen Delano, Co-Founder and Partner, Invictus Global Management, “Grit, Hustle, Perseverance: my entrepreneurial path”
AAAIM High ELI
Our guest for today’s podcast is Cindy Chen Delano, Co-Founder and Partner of Invictus Global Management, an emerging and diverse manager focused on opportunistic large-scale special situations across credit, bankruptcy claims and litigation finance. Along with her Co-Founder and former Whitebox Advisors colleague, Amit Patel, Cindy successfully launched Invictus Global Management in 2019 and the firm now manages $200 million in assets in private equity-like vehicles. Cindy has been an underdog all her life and her story really hits home for all of us chasing the American...
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James Liang, Founder, Skyline Ventures, “PDD, SHEIN, TikTok… Why Venture in China continues to thrive?”
AAAIM High ELI
Our guest for today’s podcast is James Liang, Founder of Skyline Ventures, a Shanghai-based venture capital firm that invests in outbound opportunities from China to the rest of the world. James has an impressive background given his 10 year experience in venture capital, including almost 4 years at Sequoia Capital China in his formative years. As many of you know, I am a big champion of the underdog and James’ story resonates with all of us that didn’t have all the advantages growing up. Like many families growing up in the 1980’s in rural China, James’ family was...
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Seamon Chan, Co-Founder and Managing Partner, Palm Drive Capital. “Channeling Buffett: Why we started our Venture Capital in our 20’s”
AAAIM High ELI
Our guest for today’s podcast is Seamon Chan, Co-Founder and Managing Partner of Palm Drive Capital, a venture capital fund that invests in early-growth companies with strong ideas and teams both in Silicon Valley and emerging tech centers around the world. Along with his Co-Founder and Stanford classmate, Hendrick Lee, Seamon launched Palm Drive Capital in 2014 while still in their 20’s after being inspired by Warren Buffett who said that “his only regret was not starting Berkshire Hathway earlier in this career.” Seamon takes us through his upbringing and early...
info_outlineOur guest for today’s podcast is Randy Cohen, Senior Lecturer in the Finance Unit at Harvard Business School.
Randy is one of the most likeable professors in the business and has been at the top of teaching profession for over 20 years at HBS and MIT.More recently, along with his co-founder, Jean-Louis Lelogeais, Randy launched PEO Partners, an asset management firm that specializes in liquid private equity alternative offerings.
I truly enjoyed my wide ranging conversation with Randy as he shares his perspective on the path to becoming a professor, the obstacles he has overcome being blind, and why he thinks PEO Partners is really the next big idea in finance.