Vishal Bhutani, CIO, AMS Children’s Fund, “Capitalizing on Indian Equity Markets with Downside Protection”
Release Date: 11/14/2024
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...
info_outline
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....
info_outline
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...
info_outline
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_outline
Dave Lu, Managing Partner, Hyphen Capital, “Stand with Asian Americans”
AAAIM High ELI
Our guest for today’s podcast is Dave Lu, Managing Partner of Hyphen Capital, an early stage venture capital firm focused on Asian American founders. Dave is a veteran of the technology industry, having founded two prior companies: Expo and Fanpop, as well as having worked at Apple, eBay, Cisco, Yahoo and Sony. Dave produced the Emmy-winning HBO documentary 38 at the Garden about Jeremy Lin. Amidst the rise of anti-Asian hate during the pandemic, Dave led a movement with an open letter signed by 8,000 leaders including President George Bush and the CEOs of Google, DoorDash, Zoom and others...
info_outline
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. ...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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...
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.