Épisodes

  • Leena Bhutta, CIO, Doris Duke Foundation, "Grit, Gratitude & A Little Bit of Luck: Forging my Own Purposeful Path in Finance"
    Nov 19 2025

    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, establishing the investment program for the Hollyhock Foundation—a private foundation created by the founders of Joho Capital.

    Leena holds a Bachelor of Arts degree from Wellesley College and an MBA from the Stanford Graduate School of Business. Leena also serves on the Board of Directors of TIFF Investment Management and is a member of the Investment Committee for the Robertson Foundation.

    Leena's journey is truly inspiring, and I am excited to share our conversation with you.

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    50 min
  • Cristina Chen-Oster, Founder & CEO, M2M Capital "Using AI to bring Transparency to Private Markets"
    Nov 5 2025

    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 degree in Economics from MIT.

    Without further ado, here is our conversation with Cristina Chen-Oster.

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    45 min
  • Brenda Chia, Chief of Capital Development, Paladin Capital Group and Johnny Wu, CEO, WallStreetX ETFs "Jamming about all things AAAIM"
    Aug 13 2025

    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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    57 min
  • Wendy Li, Chief Investment Officer, Ivy Invest "Bringing Endowment Style Investing to Everyone"
    Jun 11 2025

    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 similar responsibilities at UJA-Federation of New York. She began her career in the Investment Office of the Metropolitan Museum of Art.

    Wendy is a graduate of Columbia University and a CFA charterholder.

    Without further ado, here is our conversation with Wendy Li.

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    1 h et 6 min
  • Richard Chau, CIO, Tulane University Endowment, "Putting in the Work: My Journey to Tulane's CIO Seat"
    May 28 2025

    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 College and an MBA from Columbia Business School.

    Without further ado, here is our conversation with Richard Chau.

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    50 min
  • Tina Suo, Head of Alternative Credit, Office of the New York City Comptroller
    May 14 2025

    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 retirement systems.

    Prior to the Office of the NYC Comptroller, Tina held roles in manager selection, risk management, trading, and portfolio management at leading sell-side and buy-side firms including PIMCO, Goldman Sachs, and New York Life Investments.

    Tina received her M.B.A. degree from London Business School and B.S. degree in Information and Decision Sciences from University of Science and Technology of China.

    Without further ado, here is our conversation with Tina Suo.

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    51 min
  • Sandor Hau, Managing Director and President, Charlesbank Credit "What it takes to be a builder of businesses, communities, and organizations"
    Apr 30 2025

    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, NY, and is actively involved with community and sports
    activities with his four kids. He likes running, basketball and racquet sports. He is
    actively involved with the Korean American community as co–chairman of The Korea
    Finance Society. He is also a member of the Council on Foreign Relations.
    Without further ado, here is our conversation with Sandor Hau.

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    50 min
  • Michel Lowy, CEO and Co-Global Portfolio Manager, SC Lowy "SC Lowy - Building a Private Credit business outside the US"
    Mar 19 2025

    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.

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    51 min