Pam Chan, Managing Partner and CIO, Mosaic at Lingotto, “Weird and Wonderful Return Streams”
Release Date: 06/12/2024
Wendy Li, Chief Investment Officer, Ivy Invest “Bringing Endowment Style Investing to Everyone”
AAAIM High ELI
Our guest for today’s podcast is Wendy Li, Chief Investment Officer of Ivy Invest. Before founding Ivy Invest, Wendy spent her career as an institutional investor managing billions of dollars for some of New York’s largest endowments and foundations. Most recently, Wendy was Managing Director of Investments at the Mother Cabrini Health Foundation (MCHF). At MCHF, she was responsible for developing the foundation’s investment strategy, sourcing and executing investments across asset classes, and exercising day-to-day management over MCHF’s $4B portfolio. Prior to MCHF, Wendy held...
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Richard Chau, CIO, Tulane University Endowment, “Putting in the Work: My Journey to Tulane's CIO Seat”
AAAIM High ELI
Our guest for today’s podcast is Richard Chau, Chief Investment Officer of the Tulane University Endowment. Richard joined Tulane in 2013 and was promoted to CIO in 2021. Prior to Tulane, Richard helped manage a multi-billion dollar global private equity portfolio in Bessemer Trust's Private Equity Funds Group. Before Bessemer, Richard worked in the investment office at The Andrew W. Mellon Foundation. His previous experience also includes investment banking at Houlihan Lokey and investment consulting at Cambridge Associates. Richard has a BA in Economics and Chinese from Williams...
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Tina Suo, Head of Alternative Credit, Office of the New York City Comptroller
AAAIM High ELI
Our guest for today’s podcast is Tina Suo, Head of Alternative Credit for the Office of NYC Comptroller. Tina joined the Office of the NYC Comptroller as a Senior Investment Officer in the Alternative Credit Group in August 2019. In this role, she assisted in making investment recommendations and advising on the alternative credit portfolio consisting of public and private non-traditional credit-oriented investments that include below-investment-grade debt. In May 2022, she was promoted to Head of Alternative Credit to oversee the alternative credit portfolio for the five New York City...
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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,...
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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...
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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...
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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”
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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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...
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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_outlineOur 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 BlackRock, Pam co-founded and led the firm’s Alternative Solutions group which grew to over $12bn assets under management across a range of private market strategies and investment themes.
Pam is a graduate of Harvard College magna cum laude and Harvard Business School with high honors. In 2020, Pam was recognized by the World Economic Forum as a Young Global Leader and was appointed a member of that organization’s Global Future Council on the Future of Responsible Investing and Women in Finance community. In 2022, Private Equity International included her on their list of Women of Influence in Private Markets.
Joining me on the podcast as co-host is Agnes Tan, who recently graduated from Columbia Business School and will be co-hosting/hosting a handful of podcasts on behalf of AAAIM in the coming weeks.
So what does it take to launch your own strategy and be seeded by one of the top investors in the world? Well, Pam shares her secrets. Without further ado, please enjoy our interview with Pam Chan.