AAAIM High ELI

Our guest for today's podcast is Michel Lowy, who co-founded SC Lowy 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 investments group for Asia Pacific in 1999. Based in Singapore, New York and lastly Hong Kong, he built and led a dominant Asia-focused proprietary trading and investment team over the span of 10 years, while later adding Latin America to his mandate. Without further ado, here is our conversation with Michel Lowy.

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 own children's college application processes, Maine recognized the incredible value in reassuring and steering parents and students through an often difficult period. In Maine's own words, "Every child, including my own, has such different interests and strengths. It can feel overwhelming to try and find the right school, the right word, the right deadline! By starting College Labyrinth, I became the guide I wish I had when going through this process. My goal is for College Labyrinth to help students achieve more than just an acceptance letter, but an honest and healthy understanding of who they are and who they might become in the future." Without further ado, here is our conversation with Jen Vigilante and Maine Park.

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 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.

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 that was published in the Wall Street Journal and launched Stand with Asian Americans. Dave sits on the advisory board of the Smithsonian Asian Pacific Center and the Asian Pacific Fund. Dave received his MBA from the Stanford Graduate School of Business and his BA from the University of Pennsylvania. To say that Dave is a role model would be an understatement. I applaud Dave for his selfless efforts to help inspire and galvanize change for the AAPI community. Without further ado, here is our conversation with Dave Lu.

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 for Newmont Mining Corporation as a mining engineer and then project engineer. Tem also co-founded MNG Summit, a non-profit organization supporting Mongolian students and early career professionals. Tem started his professional career as an entrepreneur where he started and operated a transportation company in college to help pay for college tuition and support extended family. I found Tem's story to be fascinating. Joining me on the podcast and my guest co-host is Brian O'Neil, former CIO of the Robert Wood Johnson Foundation and long time supporter of AAAIM. Without further ado, here is our conversation with Tem Tumurbat.

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 of the CFA Society New York and Vice Chair of the CFA New Jersey Chapter. I've always found Gino to be very pleasant to be around. In addition to his full time job, Gino is also a co-owner and restaurant entrepreneur of two pizza restaurants and an avid long distance runner, having completed a 100 mile ultra marathon. Needless to say, Gino is an interesting person to get to know! Without further ado, here is our conversation with Gino Reina.

Our guest for today's podcast is Ingrid Yin, Co-Founder, Managing Partner and Majority Owner of MayTech Global Investments, a New York–based firm that specializes in managing global growth portfolios. Yin started her career as a research scientist and then made a leap to the finance industry, where she worked as an analyst and honed her focus to identifying investment opportunities in Asia and in healthcare. In 2017, with her extensive global investing experience, Yin launched MayTech with her business partner, Nels Wangensteen. The investment team, based in New York City, has been investing globally on average for more than 20 years. MayTech believes that focusing on deep research, big long-term trends, and clients' needs are the most important things for an investment firm. MayTech has significant research expertise in technology, healthcare, and emerging consumers sectors, where they see innovations will accelerate, therefore driving the growth of the global economy. Ingrid earned her B.S. from Beijing University, an M.B.A. from MIT Sloan School of Management, and a Ph.D. in Biochemistry from SUNY-Stony Brook. So who is Ingrid Yin, one of only a few Asian female led GPs? We are grateful to Ingrid for sharing her story. Without further ado, please enjoy our interview with Ingrid Yin.

Our guest for today's podcast is Alka Goel, Founding Partner of Alkemi Growth Capital, a venture capital firm focused on early-stage healthcare and wellness focused companies based in Delhi. Alkemi became operational in 2018 and since then has committed to 10 companies in diverse sub-sectors such as hygiene, diagnostics, pharma supply chain, women's reproduction, data digitization, etc. Prior to Alkemi, Alka was a partner in McKinsey's global pharma and medical device practice & private equity practice based out of New York. At McKinsey, she worked for more than 100+ health care companies, advising them on a range of business issues - including M&A, go to market, operations, and organization. She completed her MBA from the Indian Institute of Management Ahmedabad in 2000 and BA (Economics) from Lady Shri Ram College in Delhi University. Alka's mission for Alkemi is to elevate the Health and Well-Being of the Indian consumer while maximizing returns to our shareholders. Alkemi is interested in passionate entrepreneurs who are inspired by a vision, have boldness in their DNA, are not afraid of taking a few punches, persevere under uncertainty and most importantly build companies that can make an out-sized difference to consumer wellness and healthcare industry. Joining me on the podcast as co-host is Agnes Tan, who is a 2nd year MBA student at Columbia Business School. Agnes spent her pre-business school career in Private Equity in the Phillipines 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 a venture capital firm despite not having a prior track record and how did Alka persevere and secure institutional capital? Alka shares her approach on this podcast. Without further ado, please enjoy our interview with Alka Goel.