loader from loading.io

Tanya Kemp, Managing Director, Private Markets at SFERs/ Anita Ng, Managing Director, Private Investments at Cambridge Associates "Private Equity Perspectives from Two Female Powerhouse Allocators"

AAAIM High ELI

Release Date: 11/03/2021

Cynthia Tseng, Partner, Fairview Capital Partners “Diversity as Source of Competitive Advantage” show art Cynthia Tseng, Partner, Fairview Capital Partners “Diversity as Source of Competitive Advantage”

AAAIM High ELI

Our guest for today’s podcast is Cynthia Tseng who is a Partner at Fairview Capital Partners, one of the longest running private equity fund of funds in the business.  I hold Fairview in very high regard given that diversity has been woven into the fabric of their organization since the firm’s beginning.  Fairview was founded in 1994 by Laurence Morse and Jo-Ann Price and prides itself on being one of the top managers for sourcing, evaluating and partnering with emerging managers in the venture capital space.   I’ve known Cindy through our time together serving on...

info_outline
Roger Sit, CEO, Sit Investment Associates, Inc. “40+ Years of Excellence in Money Management” show art Roger Sit, CEO, Sit Investment Associates, Inc. “40+ Years of Excellence in Money Management”

AAAIM High ELI

Our guest for today’s podcast is Roger Sit, CEO, Sit Investment Associates, Inc which manages $16.6 billion in assets for institutional and individual clients with investments in both domestic and international markets.  As the global chief investment officer, Roger leads the firm’s Investment Policy Committee and directs investments in custom separately-managed accounts, private investment funds, and mutual funds portfolios. Prior to joining Sit Investment Associates, Roger was vice president and senior equity research analyst at Goldman Sachs & Co. in New York for seven...

info_outline
Sarah Chen, Co-Founder & Investor, The Billion Dollar Fund for Women / Beyond the Billion. “Finding My Passion: Unlocking the Female Potential in Venture Capital” show art Sarah Chen, Co-Founder & Investor, The Billion Dollar Fund for Women / Beyond the Billion. “Finding My Passion: Unlocking the Female Potential in Venture Capital”

AAAIM High ELI

Our guest for today’s podcast is Sarah Chen, Co-Founder & Managing Partner of The Billion Dollar Fund for Women/ Beyond The Billion (BTB), a global consortium of 100+ venture capital funds and limited partner investors that have now pledged to and are actively deploying beyond US$1Bn to be invested into women-founded companies.   Previously, Sarah pioneered a corporate venture capital spin-out within a $13Bn Asian conglomerate, investing into later-stage biotechnology companies.   Determined to see more women at the helm, Sara sits on multiple boards, including 131 &...

info_outline
Soo Chuen Tan, Founder and President of Discerene Group. Soo Chuen Tan, Founder and President of Discerene Group. "Channeling Buffett: Never Overpaying, Being Patient, Holding Stocks Forever..."

AAAIM High ELI

Our guest for today’s podcast is Soo Chuen Tan, Founder & President of Discerene Group, an investment firm he started in 2010 channeling core investment principles practiced by the great value investors of our time.  If you were to sketch out how a value investor should invest: never overpaying for stocks, being greedy when others are fearful, not being afraid to be contrarian, being patient, having an ownership mentality, understanding moats and competitive advantages, holding stocks forever…. Soo Chuen has implemented all of these disciplines and more at his firm.   As an...

info_outline
Carey Lai, Founding Member and Managing Director, Conductive Ventures, “My Path to starting my own Venture Capital Firm” show art Carey Lai, Founding Member and Managing Director, Conductive Ventures, “My Path to starting my own Venture Capital Firm”

AAAIM High ELI

Our guest for today’s podcast is Carey Lai, Founding Member and Managing Director at Conductive Ventures, a venture capital firm that invests in expansion stage companies with a focus on software, hardware, and technology enabled services.   In 2016, after a 12 year career in venture capital working for two of the best in the business: Institutional Venture Partners (IVP) and Intel Capital, Carey left his job in pursuing the dream of most venture capitalists, starting his own venture capital firm.  After over a year, 150+ investor meetings, and failing to secure enough capital to...

info_outline
Aaron Yoon, Assistant Professor of Accounting & Information Management, Northwestern University “Becoming a Leading Academic on ESG Investing” show art Aaron Yoon, Assistant Professor of Accounting & Information Management, Northwestern University “Becoming a Leading Academic on ESG Investing”

AAAIM High ELI

Our guest for today’s podcast is Aaron Yoon, Assistant Professor of Accounting & Information Management at Northwestern University.  According to the , his research on ESG was a turning point on how investors viewed and integrated ESG information and the methodologies suggested in his research have been widely implemented by asset owners and investment managers.   He has presented his research to academics, regulators, and practitioners around the World and his work has been regularly cited in outlets such as Barron's, Bloomberg, Financial Times, Forbes, The New York Times, and...

info_outline
Tanya Kemp, Managing Director, Private Markets at SFERs/ Anita Ng, Managing Director, Private Investments at Cambridge Associates Tanya Kemp, Managing Director, Private Markets at SFERs/ Anita Ng, Managing Director, Private Investments at Cambridge Associates "Private Equity Perspectives from Two Female Powerhouse Allocators"

AAAIM High ELI

We have two special guests for our podcast today:  Anita Ng, MD for Private Investments @ Cambridge Associates and Tanya Kemp, MD and Head of Private Markets at San Francisco Employees’ Retirement System.  Anita has more than 25 years of investment experience, 15 of those managing client portfolios at Cambridge Associates (a global advisory investment firm responsible for advising on over $500B in aum).  She is a trusted advisor to a broad group of institutional clients, including endowments and foundations, public pension plans, and private clients. In 2020, Anita was named...

info_outline
Randy Cohen, Harvard Business School Senior Lecturer and Co-Founder, PEO Partners “Building the Holy Grail: Liquid Private Equity Replication” show art Randy Cohen, Harvard Business School Senior Lecturer and Co-Founder, PEO Partners “Building the Holy Grail: Liquid Private Equity Replication”

AAAIM High ELI

Our 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,...

info_outline
Les Baquiran, Founder at Alpine Capital Advisors “Building Relationships and Connections” show art Les Baquiran, Founder at Alpine Capital Advisors “Building Relationships and Connections”

AAAIM High ELI

Our guest for today’s podcast is Les Baquiran, Founder of Alpine Capital Advisors, a leading placement agent that advises and raises assets for asset managers and businesses. Les is well known in the industry and, during the early months of the COVID pandemic in 2020, launched the Alpine Annual Asian Leaders in Investment virtual summit that has taken place the last two years in honor of Asian Awareness Month and in the support of UNICEF.   I found Les to be particularly insightful and humble and a real master at cultivating and building relationships.  Les takes us through his...

info_outline
Christina Qi, Chief Executive Officer, Databento “Not being Afraid to Fail” show art Christina Qi, Chief Executive Officer, Databento “Not being Afraid to Fail”

AAAIM High ELI

Our guest for today’s podcast is Christina Qi, Chief Executive Officer of Databento, an on-demand market data platform she co-founded after spending several years running a high frequency trading hedge fund.  Earlier this year, Christina and her co-founder raised $7.5 million in seed funding to build out “their data-as-a-service” solution for the financial industry.   I very much enjoyed interviewing Christina as I found her to be quite authentic and transparent about her failures and missteps in her career.  But as the great Winston Churchill once said, “Success is...

info_outline
 
More Episodes

We have two special guests for our podcast today:  Anita Ng, MD for Private Investments @ Cambridge Associates and Tanya Kemp, MD and Head of Private Markets at San Francisco Employees’ Retirement System.  Anita has more than 25 years of investment experience, 15 of those managing client portfolios at Cambridge Associates (a global advisory investment firm responsible for advising on over $500B in aum).  She is a trusted advisor to a broad group of institutional clients, including endowments and foundations, public pension plans, and private clients. In 2020, Anita was named in Chief Investment Officer’s annual list of Knowledge Brokers, a list of the most influential investment consultants and advisers.  Prior to joining Cambridge Associates in 2006, Anita was a technology investment banker at CIBC World Markets, Credit Suisse First Boston and Banc of America Securities and earlier in her career, worked in Hong Kong at Merrill Lynch. 
 
Our co-guest is Tanya Kemp, Head of Private Markets.SFERS is a public plan with over $34B assets.  Tanya rose up through the ranks from inv analyst in VC then PE and head of Pvt mkts overseeing a $14 billion portfolio comprising private investments across leveraged buyouts, venture capital, growth equity, real estate and natural resources strategies.  Prior to joining SFERS, Ms. Kemp was Risk and Performance Analyst with Missouri State Employees Retirement System. She holds an MA, MBA, CFA and CAIA designations. She has received numerous awards including Private Equity Buyouts “Trailblazers: Ten women pioneering new paths in private equity” in 2016; Trusted Insights Top Public Pension Investment Directors 2021, Rising Star 2021 Venture Capital Journal.
 
Anita and Tanya are two highly talented, engaging women in our industry passionate about investing and their roles. What a pleasure it was for me to speak with them together during this podcast.
 
 
Without further delay, here is my conversation with Anita and Tanya.