Ying Hosler, Former Director of Investments, Penn State Endowment, “My Path to becoming an Endowment Allocator”
Release Date: 07/20/2022
Sandor Hau, Managing Director and President, Charlesbank Credit “What it takes to be a builder of businesses, communities, and organizations”
AAAIM High ELI
Our guest for today’s podcast is Sandor Hau, Managing Director and President of Charlesbank Credit. Sandor oversees the firm’s opportunistic Credit team and investing strategy. Sandor joined Charlesbank in 2016 from Nomura Securities, where he was a Managing Director and Head of Corporate Credit and Special Situations. Previously, he was a Managing Director at Goldman Sachs and Head of Credit Investing and Private Equity within the principal strategies group. Sandor was born and grew up in rural Lancaster, PA, and is a big Philadelphia sports fan. He currently lives in Rye,...
info_outline
Michel Lowy, CEO and Co-Global Portfolio Manager, SC Lowy “SC Lowy - Building a Private Credit business outside the US”
AAAIM High ELI
Our guest for today’s podcast is Michel Lowy, who co-founded in 2009. SC Lowy specializes in non-investment grade credit opportunities outside the United States, focusing on opportunistic corporate lending. SC Lowy has deployed $4.8 billion in capital and manages $1.6 billion in assets, with a presence across nine offices in Asia, the Middle East, and Europe. Michel has focused on distressed, special situations and private credit investing for his entire career spanning more than 25 years. Before launching SC Lowy, Mr. Lowy founded Deutsche Bank’s distressed and strategic...
info_outline
Philip Yau, Managing Director, GI Partners
AAAIM High ELI
Our guest for today’s podcast is Philip Yau who is a Managing Director at GI Partners. Phil serves as a member of the firm’s Executive Committee and is head of the firm’s capital formation-business development team. His responsibilities include managing strategic relationships, developing new business initiatives, and overseeing the capital formation efforts. Prior to joining GI Partners, Phil spent over 24 years in investment banking, including 12 years as a senior leader of the UBS Private Funds Group. I met Phil at the most recent AAAIM National Conference held in Los...
info_outline
Jenifer Vigilante and Maine Park, Counselors at College Labyrinth, “The First Step to Wall Street...Cracking the College Application Process"
AAAIM High ELI
Our guests for today’s podcast are Jen Vigilante and Maine Park, Counselors at College Labyrinth. College Labyrinth provides a highly personalized framework for students to pursue genuine interests, enriching the journey to college while finding the right next step. Most recently, Jen spent the past decade working in the Princeton University Undergraduate Admission Office, where she was an Associate Dean primarily responsible for the New York City schools, evaluating more than 2,000 applications each year. Maine is a long time friend AAAIM. During her...
info_outline
Tim Hsia, Founder and Managing Partner, Context VC, “Venture Investing in Military Veteran Founders”
AAAIM High ELI
Our guest for today’s podcast is Tim Hsia, founder and Managing Partner of , a venture fund that invests in military veteran founders and also in consumer startups. Some of Tim’s startup investments prior to Context Ventures include Workflow (acquired by Apple), Morning Brew (acquired by Business Insider), The Hustle (acquired by HubSpot), and Thredup (which IPO’d). Tim is also the CEO & Founder of (an online ad network, marketing agency, and media company). Tim is a distinguished honor graduate of West Point and was commissioned as an infantry officer in the US Army....
info_outline
Vishal Bhutani, CIO, AMS Children’s Fund, “Capitalizing on Indian Equity Markets with Downside Protection”
AAAIM High ELI
Our guest for today’s podcast is Vishal Bhutani, Chief Investment Officer of AMS Children’s Fund (AMS), a new fund launching in early 2025. Together with David Gaynes, Vishal is forming AMS to capitalize on the growing interest by institutional investors in the Indian equity markets. Vishal believes that the middle market opportunity in Indian equities is one of the best investment opportunities available today. Leveraging his experience as an event driven portfolio manager, AMS believes it will be able to achieve superior risk adjusted returns. Vishal has spent...
info_outline
Darren Xu, Co-Founder and Portfolio Manager, Questline Capital
AAAIM High ELI
Our guest for today’s podcast is Darren Xu, Co-Founder and Portfolio Manager of Questline Capital. Questline Capital is a long/short equity fund focused on the gaming, media and communications sectors. After almost a decade as an investor at Farallon Capital Management, Darren decided to leave his job and will be launching his fund in the 1 st quarter of 2025. Darren started his career in investment banking in Mergers and Acquisitions at Citigroup after graduating with two degrees, one in Computer Science from the University of Pennsylvania and the other in Business from the Wharton School. ...
info_outline
Dave Lu, Managing Partner, Hyphen Capital, “Stand with Asian Americans”
AAAIM High ELI
Our guest for today’s podcast is Dave Lu, Managing Partner of Hyphen Capital, an early stage venture capital firm focused on Asian American founders. Dave is a veteran of the technology industry, having founded two prior companies: Expo and Fanpop, as well as having worked at Apple, eBay, Cisco, Yahoo and Sony. Dave produced the Emmy-winning HBO documentary 38 at the Garden about Jeremy Lin. Amidst the rise of anti-Asian hate during the pandemic, Dave led a movement with an open letter signed by 8,000 leaders including President George Bush and the CEOs of Google, DoorDash, Zoom and others...
info_outline
Ray Chan, Partner, Atalaya Capital Management, “Humility, Success and Paying it Forward”
AAAIM High ELI
Our guest for today’s podcast is Raymond Chan, Partner at Atalaya Capital Management, a leading private credit firm. Ray is responsible for the firm’s investing in Financial Assets, which focuses on sourcing and executing specialty finance and other private asset-backed transactions. Prior to joining Atalaya, Ray was a Partner and Co-Founder of TTM Capital, LLC, an investment firm focused on acquiring and lending against portfolios of financial and other assets. Previously, he was a Managing Director and co-head of the Assets Group at Highbridge/Zwirn Capital Management. ...
info_outline
Tem Tumurbat, Co-Founder and Managing Partner, Nomadic Venture Partners, “Accelerating Decarbonization for a Sustainable Future”
AAAIM High ELI
Our guest for today’s podcast is Tem Tumurbat, Co-founder and Managing Partner of Nomadic Venture Partners (NVP), where he focuses on fund strategy, fundraising, portfolio construction, valuation, and financial analysis. Prior to co-founding NVP, Tem was an investment professional at Resource Capital Funds (RCF), a mining focused private equity investment firm, managing early to late stage investments. He de-risked companies, commercialized their businesses and successfully completed M&As that delivered hundreds of millions of dollars to investors. Prior to RCF, Tem worked...
info_outlineOur 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 instrumental in setting up a wide range of in-house sourcing, due diligence and reporting capabilities, adding emerging managers and co-investments to Penn State’s private program. She was recently nominated by Kayo conference series as Top 22 Endowment’s today’s leaders in the NorthEast, and was cover featured as “the Rising Star of Top 30 Endowment” by Trusted Insight in 2017. Ying received her B.S. in E.E. and M.A in Economics from top universities in China and holds an MBA from the Yale School of Management. She is also a Chartered Financial Analyst (CFA).
Without further ado, here is our conversation with Ying Hosler.