The Mosaic of Insight: Global Expansion, Deep Research & A Challenge to TAMP Users

Recorded from Hong Kong, this episode is a personal reflection on a major milestone: the 2025 expansion of our asset management company from its SEC-regulated base in Los Angeles to a new SFC-regulated entity in Asia.

Marking nearly 30 years in investment management (since 1996), this move is a strategic step to enrich our research mosaic. We discuss why being physically present in a major financial hub, adjacent to the world's second-largest economy, is about more than data—it's about accessing qualitative insights, conversations, and perspectives that charts alone can't provide.

We delve into our disciplined research framework: the vital importance of asking the right questions, the irreplaceable value of face-to-face professional networking (like CFA societies), and how our global team synthesizes this into weekly investment committee decisions.

The conversation culminates in a direct and passionate challenge to Financial Advisors using TAMPs (Turnkey Asset Management Platforms). Compliance is not enough. True fiduciary duty requires advisors to become experts on their TAMP's process—to question portfolio managers, understand the investment philosophy deeply, and never settle for an "adequate" solution. It’s a call to elevate the standard of due diligence for the ultimate benefit of the client.

Key Topics Covered:

• The strategic "why" behind expanding from Los Angeles to Hong Kong.

• Building a research "mosaic": Combining global data with on-the-ground qualitative insight.

• The discipline of a formal, evolving investment committee process.

• A 30-year perspective on active risk management and alpha generation.

• A Critical Challenge: Why Financial Advisors must go beyond surface-level TAMP usage and become true students of their investment partners.

Listen for: An authentic take on global finance, research philosophy, and a compelling call to action for advisors who want to deepen their practice and uphold the highest standard of client trust.

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