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Grace Chen, CEO, Upmarket, “Unlocking Private Markets for Accredited Investors”

AAAIM High ELI

Release Date: 09/14/2022

Soo Kim, Managing Partner and CIO, Standard General, “What it takes to be an Independent Thinker…” show art Soo Kim, Managing Partner and CIO, Standard General, “What it takes to be an Independent Thinker…”

AAAIM High ELI

Our guest for today’s podcast is Soo Kim, Managing Partner and CIO of Standard General, an investment firm he started in 2007.  Soo also serves as Chairman of Bally's Corporation. Soo has been investing in special situations strategies since 1997, including as co-founder of Cyrus Capital Partners from 2005 to 2007 and at Och-Ziff Capital Management from 1999 to 2005, where he was a Principal and co-founder of its fixed income business. Before joining Och-Ziff, he was an analyst for the Capital Management Group at Bankers Trust Company from 1997 to 1999. Soo holds an A.B. from the...

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Eva Ho, General Partner, Fika Ventures, “My Path to becoming an early stage tech focused Venture Capitalist” show art Eva Ho, General Partner, Fika Ventures, “My Path to becoming an early stage tech focused Venture Capitalist”

AAAIM High ELI

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Marcie Frost, CEO, CalPERS, “A Role Model for the Investment Community” show art Marcie Frost, CEO, CalPERS, “A Role Model for the Investment Community”

AAAIM High ELI

Our guest for today’s podcast is Marcie Frost, Chief Executive Officer of CalPERS.  Marcie joined CalPERS as CEO in October 2016. She is the ninth CEO and second woman to head America's largest pension fund. As CEO, Marcie oversees an annual budget of $1.8 billion, an experienced team of 2,800 professionals, and three lines of business for the fund: pensions, health benefits, and investments. CalPERS administers a defined benefit retirement system for more than 1.9 million California public sector workers and their families. It is the nation's second-largest purchaser of health care...

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Arun Assumall, Global Head, Cross Asset QIS & Commodity Investor Products, Macquarie Group, Arun Assumall, Global Head, Cross Asset QIS & Commodity Investor Products, Macquarie Group, "My Path to Building a Global QIS Business at Macquarie”

AAAIM High ELI

Our guest for today’s podcast is Arun Assumall, Global Head of Cross Asset QIS and Commodity Investor Products at Macquarie Group.  Since joining Macquarie in 2011, Arun has built an impressive global business within the bank by offering sophisticated investors access to beta and risk premia strategies commonly referred to as Quantitative Investment Strategies, QIS.  In a recent article published by Bloomberg, they estimate that over $370 billion in investor assets are currently tied to QIS offered by investment banks. So what does it take to build a global business from...

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AAAIM High ELI

Our guest for today’s podcast is Andy Lee, Managing Partner of Parallaxes Capital, an investment firm he founded in 2017 at the age of 26.  Previously, Andy was with Lone Star Funds and, with Lone Star’s support, he spun off to form Parallaxes Capital to take advantage of an esoteric and growing asset class – Tax Receivable Agreements (TRAs).   Andy is as smart and talented as they come, having entered college at 15 and earning his Bachelors in Finance and Accountancy from the University of Illinois at Urbana-Champaign.  He went on to earn his Masters in Accountancy before...

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David Ng, Vice President, Avante Capital Partners, David Ng, Vice President, Avante Capital Partners, "Meet 2023 Norman Mineta Fellow and Rising Star: David Ng"

AAAIM High ELI

Our guest for today’s podcast is David Ng, who is a Vice President at Avante Capital Partners, a boutique private credit firm with approximately $1 bn in AUM that harnesses the power of diversity and challenges the status quo.  David joined Avante in 2022 and is responsible for identifying, underwriting, executing and managing investment opportunities.   David has over 10 years of middle-market debt and equity experience. Prior to Avante, David worked as a Vice President in Partners Group’s NYC office, where he was responsible for originating, underwriting, structuring, and...

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Sarah Hammer, Managing Director of the Center for Innovation in Finance and Senior Fellow of the Alternative Investments Program at the Wharton School of the University of Pennsylvania, “A Learning Mindset and the Importance of Learning Agility in Leade show art Sarah Hammer, Managing Director of the Center for Innovation in Finance and Senior Fellow of the Alternative Investments Program at the Wharton School of the University of Pennsylvania, “A Learning Mindset and the Importance of Learning Agility in Leade

AAAIM High ELI

Our guest for today’s podcast is Sarah Hammer, Managing Director of the Center for Innovation in Finance and Senior Fellow of the Alternative Investments Program at the Wharton School of the University of Pennsylvania and who most recently served as Acting Secretary of the Dept of Banking for Commonwealth of PA and has now returned to her love for private capital investing and financial technology.  She is also Adjunct Professor of Law at the University of Pennsylvania Law School, teaching a course on financial regulation and alternative investments.  No stranger to public service,...

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Pedro Ramos, CEO, Somar Capital Management, “Starting a Long/Short Hedge Fund is Hard…. But my timeline is infinite…” show art Pedro Ramos, CEO, Somar Capital Management, “Starting a Long/Short Hedge Fund is Hard…. But my timeline is infinite…”

AAAIM High ELI

Our guest for today’s podcast is Pedro Ramos, CEO of Somar Capital Management, a consumer focused equity long/short hedge fund he started in 2015 after perfecting his craft as a portfolio manager at Tremblant Capital.   Pedro combines strategy consulting, investment banking, entrepreneurial and buy-side public and private investing experience in multiple industries and countries. His investing activities have spanned multiple macro-economic and political scenarios (including the 1980s inflation, the 1990s dot.com bubble, the 2008 GFC, sovereign crisis, Brexit, and the 2020-2021 Covid-19...

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Damien Dwin, Founder and CEO, Lafayette Square, “Private Credit Investment With an Impact Lens” show art Damien Dwin, Founder and CEO, Lafayette Square, “Private Credit Investment With an Impact Lens”

AAAIM High ELI

Our guest for today’s podcast is Damien Dwin, Founder and CEO of Lafayette Square, a national investment platform he founded in November 2020. Lafayette Square aims to create investment opportunities in overlooked places and underserved markets. We invest across asset classes and seek to provide robust risk-adjusted returns to investors while positively supporting people and communities.  By increasing access to economic opportunity, Lafayette Square is helping to build a more inclusive American economy. Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital Advisors...

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Chris Shen, Co-Founder and COO, Revere VC, “Building the Morningstar of Venture Capital” show art Chris Shen, Co-Founder and COO, Revere VC, “Building the Morningstar of Venture Capital”

AAAIM High ELI

Our guest for today’s podcast is Chris Shen, Co-Founder and COO of Revere VC, a start-up that he co-founded with Eric Woo, a veteran of the venture capital fund of fund business.  Revere VC is looking to become “the Morningstar of Venture Capital” and is building the first rating system for evaluating early-stage venture capital firms.   Chris’ professional work experience is deep and wide where he has spent time as an investor and lawyer for over 15 years in the US and Greater China across public and private investments, asset management, and financial products.   Chris...

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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 Space X and Bytedance and one of their current deals provides access to Andreessen Horowitz (aka a16z)’s latest fund.

 

Grace is an inspiration to the AAAIM community being an Asian female entrepreneur, having started upmarket at age 30.

 

Without further ado, please enjoy our conversation with Grace Chen.