Eugene Zhang, Founder & Partner, TSVC “The Art Behind VC Seed Investing and Finding 9 Unicorns”
Release Date: 10/19/2022
Glenn Hosokawa, Director of Fixed Income, CalSTRS, “Riding off into the sunset after 25+ Years at CalSTRS”
AAAIM High ELI
Our guest for today’s podcast is Glenn Hosokawa, Director of Fixed Income at CalSTRS. After over 25 years serving CalSTRS, Glenn will be retiring at the end of August 2024 and riding off into the sunset. If you google or search for Glenn’s biography, you won’t be able to find anything. I tried. Glenn is as old school as they come and doesn’t have a social media profile. For those that know Glenn, he is credited for building a world class Fixed Income investment division at one of the most admired places to work. Glenn isn’t looking for any...
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Gino Reina, Principal, SECOR Asset Management, “Investment Management, Restaurant Entrepreneur and 100 mile Ultra Marathoner"
AAAIM High ELI
Our guest for today’s podcast is Gino Reina, Principal at SECOR Asset Management. Gino is a portfolio manager and member of the client advisory team at SECOR, responsible for client relationship management and business development. Gino has over 20 years of investment management industry experience, including time at Segal Advisors as Director of Research, UBS Paine Webber, and Neuberger Berman as a portfolio manager on the mutual fund wrap platform. Gino holds a Bachelors of Business Administration (BBA) in Banking and Finance from Hofstra University. In addition, he is a member...
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Bordon Lai, Managing Director, Private Equity Beach Point Capital Management
AAAIM High ELI
Our guest for today’s podcast is Bordon Lai, Managing Director at Beach Point Capital Management. Bordon joined Beach Point in 2021 to help build out the firm’s private equity and special situation investing capabilities. Bordon has been in the industry for over 20 years and was previously at Quilvest Private Equity, a global multi-family office with $5B of AUM. Prior to Quilvest, Bordon worked at Pegasus Capital Advisors and Vision Capital, where he invested under a flexible mandate in opportunistic investments in the middle market. Bordon started out his career as an...
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Ingrid Yin, Co-Founder and Managing Partner, MayTech Global Investments, “Long Term Investing in Global Innovative Companies”
AAAIM High ELI
Our guest for today’s podcast is Ingrid Yin, Co-Founder, Managing Partner and Majority Owner of MayTech Global Investments, a New York–based firm that specializes in managing global growth portfolios. Yin started her career as a research scientist and then made a leap to the finance industry, where she worked as an analyst and honed her focus to identifying investment opportunities in Asia and in healthcare. In 2017, with her extensive global investing experience, Yin launched MayTech with her business partner, Nels Wangensteen. The investment team, based in New York City, has been...
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Pam Chan, Managing Partner and CIO, Mosaic at Lingotto, “Weird and Wonderful Return Streams”
AAAIM High ELI
Our guest for today’s podcast is Pam Chan, Managing Partner and Chief Investment Officer of Mosaic, a new private market strategy within Lingotto that will invest across asset classes, industries, and capital structures, and will be anchored by Exor. Pam’s mandate will be to invest in what she calls “the weird and wonderful” as she believes that flexible capital will create differentiated opportunities and sustained performance over the long term. Prior to joining Lingotto, Pam was the Chief Investment Officer and Head of Direct Private Opportunities at BlackRock. While at...
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Alka Goel, Founding Partner, Alkemi Growth Capital, “Leveraging my McKinsey experience to launch a Venture Capital Firm in India”
AAAIM High ELI
Our guest for today’s podcast is Alka Goel, Founding Partner of Alkemi Growth Capital, a venture capital firm focused on early-stage healthcare and wellness focused companies based in Delhi. Alkemi became operational in 2018 and since then has committed to 10 companies in diverse sub-sectors such as hygiene, diagnostics, pharma supply chain, women’s reproduction, data digitization, etc. Prior to Alkemi, Alka was a partner in McKinsey’s global pharma and medical device practice & private equity practice based out of New York. At McKinsey, she worked for more than 100+ health care...
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Eunice McHugh, Director of Private Credit at San Francisco Employees’ Retirement System, “My Path to Building a Leading Private Credit Portfolio”
AAAIM High ELI
Our guest for today’s podcast is Eunice McHugh, Director of Private Credit at San Francisco Employees’ Retirement System (“SFERS”). Eunice is responsible for the buildout and management of the Private Credit portfolio, which has a 10% target allocation for the fund. Eunice has led SFERS' Private Credit efforts (initially as part of the Fixed Income portfolio) since she joined SFERS in early 2013. Under Eunice’s leadership, the Private Credit portfolio has delivered an annual return of 11% over the past decade, surpassing its benchmark by over 500 bps. ...
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Jonathan Xiong, Former Asia Pacific Co-CEO of Millennium, “Creating an Asia Focused Multi-Strategy Asset Manager”
AAAIM High ELI
Our guest for today’s podcast is Jonathan Xiong, former Asia-Pacific Co-CEO of Millennium. After a 20+ year career in portfolio management working for some of the top investment houses in the business including Millennium, GSAM, Mellon Capital and Franklin Templeton, Jonathan has taken the bold step to start his own asset management business. I was intrigued with Jonathan’s background after reading a Bloomberg article about him launching his own Asia multi-strategy fund. The platform model is dominated by the largest and most well established firms like Millennium,...
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Amanda Moore, CEO and Co-Founder, Aurora Peak Capital, “Building a Mission-Driven Investment Firm in Affordable Housing”
AAAIM High ELI
Our guest for today’s podcast is Amanda Moore, CEO and Co-Founder of Aurora Peak Capital, a mission-driven investment firm, dedicated to alleviating the U.S. housing affordability crisis through investments in below market-rate multifamily housing communities. Amanda's first home in the United States was an affordable housing complex in Los Angeles County. Her family were Vietnam war refugees who were rescued by the U.S. Airforce from refugee camps and flown to California and placed in a Section 8 community. Amanda is grateful for the Section 8 housing complex because it filled her...
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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...
info_outlineOur guest for today’s podcast is Eugene Zhang, Founder & Partner of TSVC, a venture capital firm he started in 2010 to focus on seed stage investing. An engineer by training, Eugene spent his formative years working for a number of the top tech companies in our time including Sun Microsystems, Cisco and Juniper Networks. After successfully selling his own side hustle tech startup, Eugene took an interest in angel investing, subsequently catapulting his second career as a venture capitalist.
TSVC is now on its 5th fund in 12 years. It’s first fund is known for having invested in Zoom Video Communications when Eric Yuan raised its first $3mn in capital raise back in 2010. TSVC’s cost basis was $0.11 per share. Not bad so say the least!
Want to hear Eugene’s story about why he invested in Eric Yuan at Zoom back in 2010 when other venture capitalists passed. Well, we got it here for you.
Without further ado, here is our conversation with Eugene Zhang.