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Gretchen Tai, VP, Investments, CSAA Insurance Group, a AAA Insurer, “Meet the woman who has done it all in finance…. Banker, Consultant, Corporate Development, CIO, Portfolio Manager, and Asset Allocator”

AAAIM High ELI

Release Date: 01/23/2023

Jenifer Vigilante and Maine Park, Counselors at College Labyrinth, “The First Step to Wall Street...Cracking the College Application Process 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...

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Tim Hsia, Founder and Managing Partner, Context VC, “Venture Investing in Military Veteran Founders” show art 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....

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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...

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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. ...

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AAAIM High ELI

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Ray Chan, Partner, Atalaya Capital Management, “Humility, Success and Paying it Forward” show art 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.  ...

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Tem Tumurbat, Co-Founder and Managing Partner, Nomadic Venture Partners, “Accelerating Decarbonization for a Sustainable Future” show art 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...

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Glenn Hosokawa, Director of Fixed Income, CalSTRS, “Riding off into the sunset after 25+ Years at CalSTRS” show art 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 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 show art 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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Our guest for today’s podcast is Gretchen Tai, VP of Investments at CSAA Insurance Group, a AAA Insurer.  In her role, Gretchen effectively serves as the CIO and has a team of 7 investment professionals that oversees $10 billion in assets.
 
Gretchen joined CSAA in 2019 after serving as a portfolio manager at SECOR Asset Management, a boutique global asset management firm known for providing comprehensive and customized solutions to a wide array of institutional clients.  Prior to that, Gretchen spent 13 years at HP, including the last 6 years as the CIO of HP’s pension and 401(k) assets.
 
So what does it take for an Asian female to rise to the top of her profession?  You have questions, we have answers.  Without further ado, here is our conversation with Gretchen Tai.