Vishal Bhutani, CIO, AMS Children’s Fund, “Capitalizing on Indian Equity Markets with Downside Protection”
Release Date: 11/14/2024
Gaurav Aggarwal, Managing Partner, Vivo Capital “Breaking Into—and Leading—Life Sciences Investing”
AAAIM High ELI
Our guest for today’s podcast is Dr. Gaurav Aggarwal. Dr. Aggarwal is a Managing Partner at Vivo Capital, a global healthcare specialist with a multi-strategy investment platform covering venture capital, private equity, and public equity strategies. The firm seeks to support the expansion of healthcare access via investments in the industry, and to catalyze innovation and growth via its “Ecosystem Strategy.” Dr. Aggarwal and has invested in the life sciences sector for over 25 years including almost 10 years at Vivo Capital at the time of this recording. Prior to Vivo, Dr....
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Rodney June, CIO, LACERS, "The Long and Winding Road to Success"
AAAIM High ELI
Hi, this is Angie Chatterjee, Principal at Innocap, and joining us today is Rodney June, CIO of LA City Employees’ Retirement System. Rod has been with the $27 billion LACERS public pension plan since 1998 and has served as its CIO since 2012. Prior to being named CIO at LACERS, he served as CIO for the State of Hawaii Employees’ Retirement System from 2008 to 2012. Prior to joining LACERS, Rod worked in banking, management consulting, and affordable housing. He has worked with several Southern California non-profit educational organizations that provide...
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Nitish Agarwal, CEO and CIO, Orion Capital Asia, “Harnessing Double Digit Returns from Lower Risk Private Credit in Asia”
AAAIM High ELI
Our guest for today’s podcast is Nitish Agarwal, who is the CEO & CIO at Orion Capital Asia, a Singapore based private credit investment manager. Nitish has over 30 years of experience in private debt markets across Asia. Nitish started Orion in 2013 to focus on performing credit to middle market companies in Asia Pacific – the platform has completed more than US$2.3 billion of private loans. Prior to Orion, he was Managing Director at Barclays Capital in Singapore. He started his career with Bank of America in Mumbai and later relocated to Hong Kong. Joining...
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Leena Bhutta, CIO, Doris Duke Foundation, "Grit, Gratitude & A Little Bit of Luck: Forging my Own Purposeful Path in Finance"
AAAIM High ELI
Joining us today is Leena Bhutta, the Chief Investment Officer of the Doris Duke Foundation. Leena leads an internal investment team responsible for managing the foundation’s endowment which fully supports the foundation’s operating budget – enabling a more creative, equitable and sustainable future. Leena began her career in technology investment banking at Goldman Sachs before transitioning to global equity research at Joho Capital, a multi-billion-dollar, global hedge fund. Following several years as a direct investor, she shifted her focus to mission-driven capital,...
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Cristina Chen-Oster, Founder & CEO, M2M Capital "Using AI to bring Transparency to Private Markets"
AAAIM High ELI
Our guest for today’s podcast is Cristina Chen-Oster who is the Founder & CEO of M2M Capital, which provides real-time market-informed valuations and liquidity solutions for private companies. Previously, Cristina served as the Head of Americas Distribution for S64, a global Alternatives Solutions business committed to optimizing private market access. Cristina spent the bulk of her career on Wall Street including tenures at Deutsche Bank, Goldman Sachs and Natixis in institutional solutions and equity structured products. Cristina is a CFA charter holder and has a Bachelor of Science...
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Brenda Chia, Chief of Capital Development, Paladin Capital Group and Johnny Wu, CEO, WallStreetX ETFs “Jamming about all things AAAIM”
AAAIM High ELI
To celebrate our 100th podcast, I invited Brenda Chia, Chief of Capital Development of Paladin Capital Group and one of the original six founding Board Members of AAAIM to talk about all things AAAIM – past, present, future – and what we hope for the community going forward.
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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,...
info_outlineOur 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 the bulk of his 20 year investment career as an Event Driven investor, investing across the capital structure. Joining me on the podcast is Clark Cheng, CEO and CIO of Merrimac Corp, a large single family office with investments in hedge funds, private equity, venture capital and real estate AND David Gaynes, co-founder of AMS Children’s Fund.
So why should investors care about the Indian equity markets now? Vishal provides many insights and answers why in this podcast.
Without further ado, here is our conversation with Vishal Bhutani.