Shows
Alpha UncoveredWhat does alpha look like in today’s China? | Alpha Uncovered x William Ma, GROW Investment Group🎙 Guest: William Ma, CIO, GROW Investment Group🎙 Host: Alvin Fan, CEO, OPIMIn this wide-ranging conversation, Grow Investment Group’s founder William Ma returns to Alpha Uncovered to break down three distinct types of alpha that investors are quietly capturing across China’s evolving market landscape— the future alpha: youth-driven consumer stocks, the current alpha: arbitrage trading strategies, and historical alpha: real estate conversions.📌 In this episode:Why Gen Z brands like Pop Mart are outperforming tech giantsHow structural quirks in China’s A-share market are creating 60% arbitrage opportu...2025-07-2849 min
Alpha UncoveredHK’s next generation — Interns, AI & Family Values | Alpha Uncovered x Daniel Jim, Chartwell Capital🎙 Guest: Daniel Jim, Managing Director, Chartwell Capital🎙 Host: Alvin Fan, CEO, OPIM🧠 “AI will take your job” is the wrong mindset.In this final part, Daniel and Alvin shift from capital to culture—what family offices are learning from Gen Z, and how AI is reshaping the way we work, think, and train.💡 Inside the discussion:🔹What interns taught managers🔹How family offices measure “happiness” as ROI🔹Why learning to ask better questions is the edge🔹What AI can’t replace—and where it quietly thrives🔹Th...2025-06-3009 min
Alpha UncoveredFrom Value to Vision: Still betting on HK | Alpha Uncovered x Daniel Jim, Chartwell Capital🎙 Guest: Daniel Jim, Managing Director, Chartwell Capital🎙 Host: Alvin Fan, CEO, OPIM📉 The market’s still skeptical. 📈 But capital is moving.As allocators consider their stance on China, Hong Kong’s elites are already betting on the future. In this episode, Daniel Jim breaks down what’s shifting beneath the surface.Key themes:🧠 Why the “China is uninvestable” thesis is wearing thin🧠 How Hong Kong can anchor a China-wide financial identity🧠 What a real ETF for China could look like🧠 Why private capital needs to lead, not...2025-06-3019 min
Alpha UncoveredHow Asia’s Oldest Family Offices Actually Invest | Alpha Uncovered x Daniel Jim, Chartwell Capital🎙 Guest: Daniel Jim, Managing Director, Chartwell Capital🎙 Host: Alvin Fan, CEO, OPIM💼 What is it like to run a family office in Asia?Forget the headlines and AUM. Chartwell Capital, built on 500 years of legacy, shows how wealthy Asian families actually manage money — quietly, deliberately, and rooted in family values.Inside the conversation:🔹 Why Chartwell doesn’t have “clients”🔹 How engagement, not activism drives returns🔹 What concentrated portfolios reveal about conviction🔹 Why most people misunderstand what a family office isThis isn’t a hedge fund mas...2025-06-3022 min
Alpha UncoveredWhy Venture Secondaries Need Speed, Certainty, Personal Conviction | Alpha Uncovered x Jonathan Ting, NeuCo Academy🎙 Guest: Jonathan Ting, Managing Partner, NeuCo Academy🎙 Host: Alvin Fan, CEO, OPIMBuilding a secondaries fund isn’t just a strategy. It’s a commitment.In Part 2, Alvin Fan and Jonathan Ting go beyond the market mechanics and get personal: what it’s like launching a fund, building conviction, and navigating a landscape where speed and certainty often outweigh price.🔍 Inside the conversation:• Why smaller LP deals are underpriced and overlooked• How “being real” often beats being the highest bidder• What makes secondaries uniquely scalable• And the personal toll (and thrill...2025-06-0911 min
Alpha UncoveredWhy Smart Money's Buying Secondaries, Not New Rounds | Alpha Uncovered x Jonathan Ting, NeuCo Academy🎙 Guest: Jonathan Ting, Managing Partner, NeuCo Academy🎙 Host: Alvin Fan, CEO, OPIMVenture secondaries are stepping into the spotlight as traditional exits stall. IPO windows are shut. M&A is rare. Yet $1.6 trillion in dry powder remains undeployed—and valuations in private markets haven’t caught up with reality.In this episode, Jonathan Ting of Neuco Academy (ex-Industry Ventures) joins Alvin Fan to explain how the secondaries market is shifting:🔹 What a “Private IPO” really is🔹 Why LP interests are gaining attention🔹 And how delayed liquidity is reshaping exit expectationsIf you're tracking where p...2025-06-0937 min
Alpha UncoveredWe See 300 Funds a Year. Few Make It. | Alpha Uncovered x Allen Sing, Sun Hung Kai Capital Partners🎙 Guest: Allen Sing, CIO, Sun Hung Kai Capital Partners🎙 Host: Alvin Fan, CEO, OPIMAllen Sing is the Chief Investment Officer of Sun Hung Kai Capital Partners, one of Hong Kong’s leading alternative investment platforms and multi-asset family offices. In Part 2 of this exclusive interview, Allen opens up about what actually gets funded—and what doesn't.From seeding success stories like ActusRayPartners to walking away from hedge funds that overpromise, Allen provides a comprehensive masterclass on fund due diligence, allocator psychology, and why many managers fail to raise capital. If you’re a PM, IR, or...2025-05-0824 min
Alpha UncoveredMarkets Are Nervous. So Are Allocators | Alpha Uncovered x Allen Sing, Sun Hung Kai Capital Partners🎙 Guest: Allen Sing, CIO, Sun Hung Kai Capital Partners🎙 Host: Alvin Fan, CEO, OPIMAllen Sing is the CIO of Sun Hung Kai Capital Partners, one of HK’s leading alternative investment platforms and multi-asset family offices. In this rare and candid interview, Allen sits down with Alvin to talk through the global macro landscape from an allocator’s lens—a perspective few fund managers ever get to hear.From trade wars and Trump tariffs to bond market chaos and EM rebalancing, Allen breaks down how institutional allocators are reading the tea leaves...2025-05-0831 min
Alpha UncoveredTold You So. China's Market Is Back | Alpha Uncovered x Steven Luk, FountainCap🎙 Guests: Steven Luk, CEO & CIO, FountainCap🎙 Host: Alvin Fan, CEO, OPIM📌 Chapters00:00 - Intro: “Told You So” — Is This China’s Big Comeback?01:50 - Spain to Singapore: On-the-Ground Sentiment Shift05:00 - Who’s Really Buying? Hedge Funds vs. Institutions08:45 - Misleading Indexes & the Real China Economy12:10 - From Property Panic to Policy Bazooka16:40 - $20 Trillion in Savings: The Real Stimulus?20:30 - Trade Wars, Tariffs & Why Trump Might Help China26:10 - Youth Unemployment & Aging: Overblown Concerns?30:00 - The Real AI Play...2025-04-2245 min
Alpha UncoveredThe Serial Entrepreneur: Fund Manager, INED, VC, Coach etc. | Alpha Uncovered x Anthony Tse🎙 Guests: Anthony Tse, Chief Storyteller, Institute for Greatness; Board director, Solas🎙 Host: Alvin Fan, CEO, OPIM📌 Chapters00:00 - Intro: From Hedge Funds to Kindergarten & Beyond01:30 - Anthony’s Finance Days – Managing Money, Risks & Expectations05:20 - Leaving Fund Management – The Push & The Pull Factors08:45 - Why Start a Kindergarten? Investing in Early Education12:30 - Challenges of Running a School – Parents, Policies & Passion16:50 - Finance vs. Education – Managing Investors vs. Managing Kids21:15 - Becoming an Author – From Spreadsheets to Storytelling25:40 - Coaching & Mentorship – Guiding Career Transitions & Leadership30:10...2025-04-0747 min
Alpha UncoveredChina’s Market: Overlooked or a Value Play? | Alpha Uncovered x Dale Zhang, Entrust Evergreen🎙 Guests: Dale Zhang, Founder, Entrust Evergreen🎙 Host: Alvin Fan (OPIM)📌 Chapters00:00 – Intro: What’s different about Entrust Evergreen’s approach?02:33 – Why long-term investing and compounding matter03:50 – A concentrated portfolio: fewer, better investments08:05 – Outperforming the market when others struggle10:14 – Filtering out bad investments: five risk management rules 17:37 – China’s market: finding value in overlooked stocks22:44 – Big winners: Data centers, AI infrastructure, and Japan’s auto auctions33:46 – Japan: Beyond the Buffett trade, what’s the real opportunity?39:27 – What keeps Dale up at night? Managing...2025-03-1952 min
Alpha UncoveredInsto Fomo: Allocating into Crypto Volatility | Alpha UncoveredRecorded on 17 Feb 2025🎙 Guests:🔹 Gaven Cheong (Charles Russell Speechlys)🔹 David Kim (Generative Assets)🔹 Marco Lim (Solowin)🔹 Martin Green (Cambrian Asset Management)🎙 Host: Alvin Fan (OPIM)(00:00) - Opening(07:20) - Are institutions still early in crypto?(09:04) - Do passive investors take on too much risk?(11:45) - What happens when Bitcoin dominates your portfolio?(14:27) - Why institutional investors prefer active strategies(19:10) - Bitcoin ETFs vs. crypto exchanges: Where will liquidity flow?(23:02) - Does market structure favor US institutions?(24:51) - Are centralized exchanges becoming obsolete?(26:59) - Managing counterparty risk post-FTX...2025-03-131h 10
Alpha UncoveredThe Frontier Boom You Didn’t See Coming | Alpha Uncovered x Ruchir Desai, AFC📅 Recorded on: 10 Dec, 2024🎙 Guest: Ruchir Desai, Co-Investment Manager, AFC Asia Frontier Fund🎙 Host: Alvin Fan, CEO, OPIM(00:00) - Teaser(00:33) - Introducing Ruchir Desai & AFC Asia Frontier Fund(02:05) - Why Frontier Markets Are Underresearched Yet Profitable(05:10) - Navigating Macro & Political Risks in These Markets(09:20) - Frontier Markets & Global Macroeconomic Cycles(12:40) - Bottom-Up Research in Undercovered Markets(16:05) - Demographics & Consumption Growth in Pakistan, Bangladesh & Vietnam(20:32) - Sri Lanka’s Resurgence: Tourism, Trade & Indian Leverage(26:10) - How Central Asia Is Thriving Am...2025-03-0757 min
Alpha UncoveredAI-Driven Alpha in Asia | Alpha Uncovered x Ivan Chelebiev, Chicago Global CapitalRecorded on 19 Nov 2024Featuring🎙Ivan Chelebiev, Founder & CIO, Chicago GlobalHost🎙Alvin Fan, CEO, OP Investment Management (OPIM)
(00:00) - Teaser
(00:33) - About Ivan & Chicago Global
(01:36) - AI and Machine Learning in Institutional Investing
(03:29) - Adaptive Models: A Competitive Edge
(06:46) - From Forecasting to Nowcasting: Real-Time Precision
(09:05) - AI Hardware & Software Advances: Implications for Finance
(12:55) - Overcoming Overfitting and the "Second Descent"
(16:54) - Polaris Strategy: Unlocking Alpha in Asian Markets
(21:33) - Emerging Markets vs. Traditional Indices
(26:33) - Tackling Data Challenges with Forensic Accounting
(32:41) - Extracting Value from Complex Markets like Korea
(36:04) - Avoiding Overexposure in Concentrated Portfo...2024-12-1944 min
Alpha UncoveredKorea Investing: Activism ❌ Friendly Activism ✅ | Alpha Uncovered x LIFE Asset ManagementRecorded on 28 Oct 2024🎙Convo with Darren Kang, Co-Founder & CIO, LIFE Asset Managementhosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(00:00) - Teaser
(00:33) - About Darren
(01:00) - Korea’s Corporate Governance
Challenges: A Big Opportunity
(03:50) - How High Inheritance Taxes Impact Korean Firms’ Valuation
(06:15) - The Korean Government's Push for Better Corporate Governance
(09:05) - Friendly Activism in Korea: A Different Approach to Value
(12:00) - Engagement Strategy: Reshaping Companies’ Balance Sheets
(16:00) - Case Study and Darren’s Engagement Success
(21:30) - Why Korea’s Capital Market Is Unique and Underexplored
(25:50) - Building a Specialized Team for Activism in Korea
(2...2024-11-2042 min
Alpha UncoveredMindful Investing: India's Market Boom | Alpha Uncovered x Investment Trust of India (ITI)Recorded on 16 Oct 2024🎙Convo with Rajesh Bhatia, CIO, Investment Trust of India (ITI)hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(00:00) Rajesh Bhatia's Background: CIO of Investment Trust of India
(02:38) Investment Strategy: Capturing Upside, Managing Risk
(05:05) India’s Economic Outlook: Demographics & Growth
(09:19) Capex Opportunities: Infrastructure & Manufacturing
(12:29) "Anything But China" Trade: India's Advantage
(14:11) Fund Structure: Longs, Shorts, and Risk Management
(16:48) Navigating Volatility: Lessons from COVID-19
(18:49) Macro Perspective: Blending Top-Down & Bottom-Up
(24:30) Shorting & Disruption: Case Studies in India
(28:25) Telecom Case Study: Bharti's Growth Story
(40:43) Geopolitical Risks: India’s Neutral Stance
(47:00) Foreign Investment & India's Market potential
(51:00) Advice for Fund Ma...2024-11-0856 min
Alpha UncoveredSilver Surfing the Gold Rush | Alpha Uncovered x Marshall Precious Metals Fund SPRecorded on 4 Oct 2024🎙Convo with Edward Leung, Sunrise SPC - Marshall Precious Metals Fund SPhosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) - Teaser
(0:35) - Edward's Background
(01:09) - Gold Market and Macro Events
(05:19) - Gold-Silver Ratio and Demand
(07:23) - Fund Strategy and Flexibility
(10:01) - Private Equity Approach
(13:07) - Portfolio Management
(17:23) - Due Diligence and Red Flags
(19:37) - Performance and Strategic Shifts
(25:27) - M&A Strategy
(30:22) - Risk Management
(33:14) - Investing in West Africa
(36:52) - ESG and Ethical Mining
(41:36) - Advice and Conclusion
In this episode of Alpha Uncovered, Alvin sits down with Edw...2024-10-2144 min
Alpha UncoveredCrypto Bull Run- Early? Peak? Decline? | Alpha Uncovered - Crypto: Insto FomoRecorded on 20 Aug 2024🎙Convo with Markus Thielen, Founder, 10X ResearchMarco Lim, Managing Partner, MaiCapital
Teong Hng, Co-Founder & CEO, Satori Researchhosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) - About the Guest Speakers
(1:12) - Institutional vs. Retail Perspectives on Crypto Research
(4:16) - Navigating Volatile Crypto Market Conditions
(7:01) - Hedging Strategies for Institutional Crypto Investors
(9:30) - Lessons for Crypto Investors: Balancing Institutional and Retail Mindsets
(12:25) - Assessing the Current Market Cycle
(13:57) - Halving Cycle and Historical Patterns
(16:46) - Liquidity Dynamics and Token Unlocks
(20:16) - Meme Coins, AI Narrative, and Liquidity Diversion
(22:46) - Institutional Par...2024-09-0642 min
Alpha UncoveredQuant Futurist from Chicago | Alpha Uncovered x Chicago GlobalRecorded on 18 Jul 2024🎙Convo with Ivan Chelebiev, Founder, Head of Investments, Chicago Global Capital hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) - Teaser
(1:29) - About Ivan & Chicago's Pioneering Quantitative Investing
(4:16) - Infusing Data-Driven Investing with Chicago's Analytical Rigor
(8:31) - How Alternative Data Gives Chicago Global a Quantitative Edge
(13:44) - Building a Culture of Innovation
(15:40) - Adapting to China's Shifting Market with Advanced Quant Strategies
(17:54) - Outperforming Through China's Volatility
(30:16) - The Adaptive Edge of Chicago Global's Quant Modeling
(34:39) - Diversification and Risk Management
(36:56) - Customized Quant Investing
Discover how Chicago Global is revolutionizing investment man...2024-08-2938 min
Alpha UncoveredMastering the Yin-Yang of Risk | Alpha Uncovered X Kaiyuan Macro (Part 3 of 3)Recorded on 7 June 2024 (Part 3 of 3)🎙Convo with Zan Huang, Founder, Kaiyuan Macro hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(00:00) - Opener
(00:06) - Signal Aggregation & Macro Risk Management
(4:42) - Signal Latency & Alpha Identification
(6:51) - Unveiling Alpha Through Independent Investment Ideas of Clear Rationale
(11:53) - Risk Management Discipline
(18:20) - The Reason for Keeping It at High Vol
(22:57) - USD 5% Interest Rate Return and Hurdle Rate
(25:24) - Strategy in a Dedollarization Context
(30:41) - Global Macro Narratives
Zan Huang shares how Kaiyuan Macro approaches risk through diversification across multiple signals and statistical drawdown controls. He discusses the importance of...2024-06-2835 min
Alpha UncoveredRV Alpha Breakdown | Alpha Uncovered X Kaiyuan Macro (Part 2 of 3)Recorded on 7 June 2024 (Part 2 of 3)🎙Convo with Zan Huang, Founder, Kaiyuan Macro hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) - Opener
(0:06) - Stat Arb Signals for Investment Insights
(4:54) - Balancing RV & Directional Signals
(10:06) - Examples on How His Indicators Reflect the Marco Narratives
Zan Huang dives into the core strategy behind Kaiyuan Macro - cross-country relative value investing. By focusing on identifying mispricings between currencies and interest rates across different nations, Zan's models aim to capture alpha independent of broader macro trends. In this session, he discusses the rationale for a relative value approach, hig...2024-06-2815 min
Alpha UncoveredFrom Data Scientist to Macro Wizard | Alpha Uncovered X Kaiyuan Macro (Part 1 of 3)Recorded on 7 Jun 2024 (Part 1 of 3)🎙Convo with Zan Huang, Founder, Kaiyuan Macro
hosted by Alvin Fan, CEO, of OP Investment Management (OPIM)
(00:00) - Opener
(00:06) - Intro
(01:26) - The Road to Become a Quant Macro Fund Manager
(05:19) - Capturing Alpha in Low Volatility FX
(07:21) - Zan's Experience in PGIM to Build Quant FX Strategies
(09:38) - Why Not Utilize This Risk-Taking Strategy for B2B?
(11:48) - The Differences Between Past Experience and Current Strategy
(13:33) - Cross-Country RVs Among G10 and EM in Currencies and Rates
From academia to the world of finance, Zan Huang shares his journey from dat...2024-06-2814 min
Alpha UncoveredDefying China FUD | Alpha Uncovered X FountainCap (Part 3 of 3)Recorded on 14 Jun 2024 (Part 3 of 3)🎙Convo with Steven Luk, CEO, FountainCap
hosted by Alvin Fan, CEO, of OP Investment Management (OPIM)
This 3-part interview features a discussion between OPIM CEO Alvin Fan and Steven Luk, CEO of Fountain Cap, a China-focused fund. They examine issues like navigating China's economic slowdown, the real estate market outlook, and opportunities in technology and other sectors.Fan and Luk also analyze Hong Kong's role providing access to the China market. The conversation provides insights on current themes for investors seeking exposure to China and Asia.
OPIM - LinkedIn (OP Investment Managemen...2024-06-2823 min
Alpha UncoveredCharting China: Geopolitics and Tactical Allocation | Alpha Uncovered X FountainCap (Part 2 of 3)Recorded on 14 Jun 2024 (Part 2 of 3)🎙Convo with Steven Luk, CEO, FountainCap
hosted by Alvin Fan, CEO, of OP Investment Management (OPIM)
Steven Luk, CEO of FountainCap, one of the longest standing Asia focused funds in Hong Kong, and Alvin Fan, CEO of investment firm OPIM, discuss China's economic growth strategy amid shifting geopolitical dynamics. As relationships between major powers change, they explore how China is navigating global political crosscurrents through initiatives like Belt and Road and key partnerships. The experts also debate views on India as an alternative to China for investors and how fund managers are...2024-06-2814 min
Alpha UncoveredChina Sanction Accelerating Innovation | Alpha Uncovered X FountainCap (Part 1 of 3)Recorded on 14 Jun 2024 (Part 1 of 3)🎙Convo with Steven Luk, CEO, FountainCap
hosted by Alvin Fan, CEO, of OP Investment Management (OPIM)
In this insightful discussion, FountainCap CEO Steven Luk and OPIM CEO Alvin Fan explore how China is overcoming sanctions and skepticism through rapid technological innovation. They discuss China's advancements in areas like robotics, 5G, space exploration, and semiconductor chiplet technology that are positioning the country for future dominance.
Luk draws parallels to late 19th century Britain and Germany, explaining how sanctions could backfire by forcing China to quickly pivot into new strategic industries. Fan and Luk...2024-06-2820 min
Alpha UncoveredChina Economic Drivers and Challengers | Alpha Uncovered X Banyan Partners (Part 3 of 3)Recorded on 16 May 2024 (Part 3 of 3)🎙Convo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(0:30) Can Confidence and Consumption Fuel the Bull Run?
(5:10) Policy Changes to Stimulate Private Growth
(8:02) China's Recovery: Unique Dynamics in Asia
(14:32) Optimism in China's Economic Policies & Companies
(16:23) Disclaimers
Consumption, competition, and China's growth drivers - what's really moving the needle? In this part 3 of the interview, Xin Wu assesses economic strengths and weaknesses versus regional rivals. Discover challenges and opportunities through his candid perspective from being on-the-ground in Shanghai. #chinaeconomy #consumption #investment #chi...2024-05-3016 min
Alpha UncoveredChina Macro Themes: Property, Cash, Stocks | Alpha Uncovered X Banyan Partners (Part 2 of 3)Recorded on 16 May 2024 (Part 2 of 3)🎙Convo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(0:30) Leveraging Macro Tailwinds with Targeted Stocks
(9:22) China's New Role in Portfolios
(15:48) Disclaimers
China's property sector slump has left many wondering about risks. Get an insider's view as Xin Wu breaks down real estate's effect on banks and one reopening play. Uncover macro themes like liquidity and policy shifts through Xins on-the-ground lens. #China #realestate #propertymarket #liquidity
OPIM - LinkedIn (OP Investment Management) // X (@opim_hk) // WeChat (hedgefund_club) // Website (www.opim.com.hk)
FOR INFORMATIONAL PURPOSES ONLY
This video shall not b...2024-05-3015 min
Alpha UncoveredStock Picking in Asia with a PE Lens | Alpha Uncovered X Banyan Partners (Part 1 of 3)Recorded on 16 May 2024 (Part 1 of 3)🎙Convo with Xin Wu, Founder and Managing Partner, Banyan Partners hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(1:31) Private Equity Approach to Public Equities
(5:19) Undervalued Stock Picking
(10:46) Incorporating Macro Policies into Analysis
(18:20) Disclaimers
As China's economy evolves, bottom-up stock picking remains key. Tune in as Xin Wu, Founder and Managing Partner of Banyan Partners discusses his quantamental approach and shares a deep dive on an undervalued medical devices play. Learn how Xin finds hidden gems through rigorous private equity-style analysis in Asia's public markets. #chinastocks #chinaequities #qfii #quandamental #valueinvesting #alp...2024-05-3018 min
Alpha UncoveredSecular Growth Opportunities in Korea | Alpha Uncovered X Counterwave (Part 2 of 2)Recorded on 14 Mar 2024 (Part 2 of 2)🎙Convo with Jason Park, Portfolio Manager, Counterwave hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(0:07) Secular and Thematic Opportunities
(6:12) Challenges for Foreign Investors & Organizational Updates
(8:49) Disclaimers
In this interview with Counterwave Fund PM Jason Park, he discusses secular growth opportunities emerging in Korea. He identifies trends benefiting Korean companies from increasing geopolitical tensions driving decoupling from China in areas like green energy infrastructure and semiconductors. Park also highlights Korea's leadership in robotics and defense. He explains how focusing on catalyst-driven investments in secular growth themes has helped identify cheap com...2024-05-2109 min
Alpha UncoveredValue Investing in Korea amid Market Shifts | Alpha Uncovered X Counterwave (Part 1 of 2)Recorded on 14 Mar 2024 (Part 1 of 2)🎙Convo with Jason Park, Portfolio Manager, Counterwave hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(0:34) Counterwave's Performance in 2023
(3:27) Are the Catalysts Planned or Unplanned?
(5:53) How do Long-term Plans Improvise during Price Actions?
(9:30) Korea's Corporate Value Up Program and Corporate Reform
(18:40) Risk Control in Shifting Sand-Like Market Environment
(20:21) Disclaimers
Counterwave Fund manager Jason Park discusses how he navigated the changing Korean market landscape in 2023 to deliver strong returns. With #demographiccrisis and #CorporateGovernance policy shifts transforming the country, hear how Jason identifies ""value plus catalyst"" opportunities arising from change.
Jason ana...2024-05-2120 min
Alpha UncoveredAdaptive Strategies to Capture Tech Trends in Asia | Alpha Uncovered X Alteca FundRecorded on 13 Mar 2024🎙Convo with Ryan Lee, Portfolio Manager, Alteca Fund hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(0:39) Turning it Around - The 2022 Comeback Story
(3:32) Doubling Down on Disruption - Bets on AI and semis pay off
(5:07) Korea's AI story
(6:49) Leveraging Japan opportunities amid US-China tensions
(9:54) Adjusting Asia Exposure
(12:14) New product launches, partnering with Korean brokers
(13:47) Disclaimers
As geopolitical tensions rise, Ryan of Alteca Fund shares how shifting bets from China to the US, Korea, and Japan has fueled returns. He details profitable positions in AI and semiconductors in 2022. With a more value-focused app...2024-05-2113 min
Alpha UncoveredScouting Emerging AI Themes | Alpha Uncovered X Quarktek Global (Part 3 of 3)Recorded on 27 Mar 2024 (Part 3 of 3)🎙Convo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(0:07) Uncovering Emerging Themes Outside Key Markets
(4:12) The Future of AI: Optimism and Open Questions
(9:42) Disclaimers
In the concluding part of the interview, Alvin speaks to David about potential investment themes that may emerge as the AI landscape evolves. David also outlines his ambitions to scale his elite team of analysts and researchers, leveraging their expertise to continue delivering strong returns through identifying disruptive trends early.
OPIM - LinkedIn (OP Investment Management) // X (@opim_hk) // WeChat (hedgefun...2024-05-2109 min
Alpha UncoveredMaximizing Upside in Volatile Markets | Alpha Uncovered X Quarktek Global (Part 2 of 3)Recorded on 27 Mar 2024 (Part 2 of 3)🎙Convo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) Intro
(0:07) Reading Between the Lines of Macro Trends
(1:37) Adapting to Evolving Economic Conditions
(2:12) Navigating Changing Monetary Conditions and China's Economic Transition
(5:32) Doubling Down on Asia's Tech Powerhouses
(9:35) Disclaimers
Alvin continues the discussion as David shares his framework for constructing a concentrated portfolio to generate alpha while managing downside risk amid changing geopolitical and economic conditions impacting tech markets globally. He also analyzes regional trends and their implications.
OPIM - LinkedIn (OP Investment Management) // X (@opim_hk) // WeChat...2024-05-2109 min
Alpha UncoveredWinning Strategy for Caputiring AI Growth | Alpha Uncovered X Quarktek Global (Part 1 of 3)Recorded on 27 Mar 2024 (Part 1 of 3)🎙Convo with David Chen, CIO, Quarktek Global hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:00) About Quarktek and PM David Chen
(0:47) Insights into Quarktek's Winning AI Strategy
(4:06) Tracing AI's Pervasive Impact Across Industries
(6:41) Targeting Opportunities in Semiconductors' Vast Supply Network
(9:52) Constructing a Focused Portfolio with Risk in Mind
(14:02) Disclaimers
Alvin Fan interviews Quarktek's CIO David Frum to discuss his firm's differentiated approach to capturing growth opportunities in the AI sector. David provides insights into how his team identifies promising companies throughout the complex semiconductor supply chain that are enabling advancements in...2024-05-2114 min
Alpha UncoveredBottom Fishing in China: Where to Find Value After the Downturn | Alpha Uncovered X GROW InvestmentRecorded on 28 Nov 2023🎙Convo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(1:30) Where is China in its economic cycle and has it hit bottom yet?
(5:31) Any signs the market is pricing in the remaining impacts and opportunities emerging?
(9:20) Private equity investing in China, including secondary markets and corporate VC funds.
(12:19) Corporate VS structures and investment opportunities in China
(14:46) Disclaimers
William Ma, CIO of Grow Investment Group, shares his insights on navigating China's economic cycle and where he sees opportunities emerging. From distressed real estate plays to growth sec...2024-05-2114 min
Alpha UncoveredDebunking 4 ways to access onshore opportunities | Alpha Uncovered X RCM ChinaRecorded on 20 Dec 2023🎙Convo with Matthew Bradbard, Managing Director, RCM China @TheDerivativebyRCMAlternatives, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:07) Navigating the options - Total return swaps, QFII, WOFEs & more
(4:25) QFII is the way to go - Why it's best for global investors
(8:49) Due diligence challenges in vetting Chinese managers
(14:57) Sourcing top Chinese managers with proven track records
(17:43) Disclaimers
Part 2 of the conversation covers ways for offshore investors to access Chinese markets, from total return swaps to QFII schemes. RCM argues QFII provides the cleanest access, allowing global macros to diversify. They also discuss challenges vetting...2024-04-2217 min
Alpha UncoveredEmerging Chinese Elite Managers | Alpha Uncovered X RCM ChinaRecorded on 20 Dec 2023🎙Convo with Matthew Bradbard, Managing Director, RCM China @TheDerivativebyRCMAlternatives, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
0:07 - Selection criteria: emerging vs established managers
2:36 - Example managers and capacity considerations
7:43 - Asian allocators on China opportunities
11:25 - Enhancing transparency for offshore investors with a data room
15:05 - Trading dynamics in Chinese commodities markets
17:57 - Disclaimers
This video features Alvin and Matt discussing opportunities in China's asset management industry. They explore approaches for selecting emerging and established managers, highlighting examples like a $26B fixed income fund and $10B quant trader. Capacity constraints and Asian a...2024-04-2218 min
Alpha UncoveredUncovering China's commodity Cornucopia | Alpha Uncovered X RCM ChinaRecorded on 20 Dec 2023🎙Convo with Matthew Bradbard, Managing Director, RCM China @TheDerivativebyRCMAlternatives, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:48) Why China, why now?
(2:32) SMA vs funds
(6:52) Untapped Chinese commodities
(8:58) Achieving Sharpe ratios twice as high in China
(12:06) Onshore partners for access and insights
(16:54) Disclaimers
RCM China's Matt opens up about their experience venturing into China's markets. They discuss backtesting systematic strategies on Chinese commodities, with some strategies achieving over double the Sharpe ratios of other regions. RCM also reflects on how collaborating locally with consultants and exchanges helped them gain valuable access and perspective. For...2024-04-2217 min
Alpha Uncovered3 Strategies for Global Investors Looking for Alpha in China | Alpha Uncovered X GROW InvestmentRecorded on 28 Nov 2023🎙Convo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:07) Investment opportunities for global investors in China
(4:28) Capacity constraints for quant strategies and how managers are shifting between capacity constraints VS scalable products.
(8:53) Opportunities for GROW and alpha generation in the domestic market.
(10:54) Where GROW is marketing the multi-manager platform - US, Europe, Middle East?
(15:57) Disclaimers
William Ma, Global CIO of GROW, outlines 3 approaches for alpha in China- investing in China asset managers through equity stakes for call option-like returns, distressed real estate plays for mar...2024-04-2216 min
Alpha UncoveredInside China's $2.5 Trillion Hedge Fund Industry | Alpha Uncovered X GROW InvestmentRecorded on 28 Nov 2023🎙Convo with William Ma, Global CIO, GROW Investment Group, hosted by Alvin Fan, CEO, OP Investment Management (OPIM)
(0:07) With QFI, what types of alpha strategies are now available to offshore investors in Chinese market?
(7:13) Appetite for China among global investors
(11:52) What challenges do quant strategies face moving offshore and how can they be overcome to build market neutral portfolio?
(15:16) Disclaimers
As China's alternative investment industry undergoes consolidation, new opportunities are emerging for global investors. This episode takes you inside the $2.5 trillion Chinese hedge fund space with a fund manager who has over 20 years of...2024-04-2214 min
Alpha Uncovered“Too Ambitious” | Alpha Uncovered X Star Atlas (Part 3/3)Recorded on 26 Jan 2024 (Part 3 of 3)🎙 Convo with Michael Wagner, Co-founder & CEO, Star Atlas, hosted by Alvin Fan, CEO, OPIM
(0:07) Building partnerships with game developers and major brands
(05:02) Unleashing creativity: The open and permissionless Star Atlas ecosystem
(13:00) Dencetralized finance comes to gaming: Asset lending and revenue sharing
(20:56) Building the metaverse: Massive worlds, immersive VR & the role of AI
(26:02) Future plans and overcoming challenges
(25:48) Disclaimers
In Part 3 Alvin Fan and Michael Wagner, talk about how some investors challenge Michael’s vision as being overly ambitious. They dive into the underlying economic models and how partnerships will drive the local...2024-04-1628 min
Alpha UncoveredThe Multiverse | Alpha Uncovered X Star Atlas (Part 2/3)Recorded on 26 Jan 2024 (Part 2 of 3) 🎙 Convo with Michael Wagner, Co-founder & CEO, Star Atlas, hosted by Alvin Fan, CEO, OPIM
(0:07) Trailblazing in web3: How Star Atlas' early expertise pays off
(12:27) Brands in the metaverse: Opportunities for the virtual world
(18:04) Disclaimers
In this episode of Alpha Uncovered, Alvin Fan, the CEO of OP Investment Management, interviews Michael Wagner, the CEO of Star Atlas, a blockchain-based metaverse game that combines space exploration, combat, and economics. They discuss how Star Atlas aims to create something more than just a single game time, but an ecosystem that provides a total immersive sci...2024-04-1618 min
Alpha UncoveredThe Coldest of Winters | Alpha Uncovered X Star Atlas (Part 1/3)Recorded on 26 Jan 2024 (Part 1 of 3)🎙 Convo with Michael Wagner, Co-founder & CEO, Star Atlas, hosted by Alvin Fan, CEO, OPIM (0:07) A $15M Loss to FTX: Star Atlas Reels from the Collapse (7:08) Cutting costs to survive - 20% layoffs, tightening belts in a downturn (11:35) Building on-chain world- Sage's economy: crafting revenue on the blockchain (19:24) DisclaimersIn this episode of Alpha Uncovered, Alvin Fan, the CEO of OP Investment Management, interviews Michael Wagner, the founder of Star Atlas, a crypto-based game development studio. They discuss how Star Atlas survived the crypto winter of 2022-2023, when the studio faced many challenges suc...2024-03-1819 min
#FinŽeny PODCASTWOMEN IN FINANCE #42 – J. Tikalová a E. BřezíkováDiverzita a inkluze. To byla hlavní témata nového dílu podcastu Women in Finance, do kterého přijaly pozvaní Jana Tikalová, zakladatelka OPIM a Eva Březíková, HR Business Partner ve společnosti Generali Česká pojišťovna. Jak se k tématu diverzity propracovaly? Čemu novému by chtěly věnovat více pozornosti? A jaké mají argumenty, když se setkají s negativními komentáři? Nejen na tyto dotazy odpovídaly dvě inspirativní ženy, které se pohybují ve světě financí.2023-10-0538 min
Uppersky Podcast#33: Helping organizations to work with diversity and inclusion strategically | Talk with Jana Tikalova - Founder & CEO @ OPIMJana Tikalova is the Founder & CEO of OPIM. They are helping organizations to work with diversity, equity, and inclusion (DEI) strategically, through educational programs, consulting, and advocacy.
In this podcast episode, Jana shares her journey of more than 20 years in diversity & inclusion, what is her definition of diversity and inclusion, what are the different activities promoted by OPIM, what is the progress on DEI from companies in the Czech Republic, and some of the resources that Jana uses for her constant learning journey.
- Would you like to know more about OPIM? Visit their website: h...2023-09-131h 12
B4 the podcastSara de Araújo - B4 The Podcast 114She’s been living in Ibiza working resident in one of the most famous venues of the island ‘Café Mambo’ as well as filling floors for the coolest music brands and clubs around, such as: ‘Defected’ ‘Pacha Ibiza’ and ‘Blue Marlin Ibiza’. If you wanna check out what she’s up to over the next few months, you're in luck! She'll be celebrating a significant milestone, marking 10 whole years as a live DJ at this year's ‘Tomorrowland’ - but that's not all, you can also catch her at ‘Aquasella Festival’ ‘Brunch Electronik Festival’ ‘Club Chinois Ibiza’ ‘Opim Marbella’ as well as a tour of Latin Am...2023-07-061h 00
Dobro sklademJana Tikalová: Nejlíp se učíme, když jsme mimo komfortní zónu, je otázka času, kdy si zaměstnavatelé uvědomí, že musí s diverzitou pracovatRůznorodost nám sluší, pracujeme s diverzitou jako se zdrojem inovací a s inkluzí jako s ccestou k uplatněné potenciálu lidí. Tak se sama představuje organizace Opim, která se snaží bojovat proti předsudkům v pracovním prostředí. Pozvání dnes přijali Jana Tikalová zakladatelka a ředitelka organizace Opim, Michaela Malatin zástupkyně firmy Redhead a také Viktor Heumann, který s organizací Opim spolupracuje už 4 roky a je jeden ze zakladatelů Trans*parentu. „Ten v rozhovoru vysvětluje, v čem pro ně bylo navázání spolupráce zásadní: „Na nás jako organizaci Trans*parent se obracejí lidé, kteř...2022-11-1534 min
BOŘÍME MÝTY NA TRHU PRÁCES Janou Tikalovou o rovnoprávnosti, inkluzi, diverzitě a rozvoji zdravého inkluzivního pracovního prostředí.Diverzita a inkluze nejsou již neznámými pojmy, ale mostem pro budování zdravého pracovního prostředí, ve kterém se všichni zaměstnanci cítí jako součást týmu bez ohledu na jejich odlišnost. Nemusejí totiž skrývat, kým ve skutečnosti jsou. Co je to diverzita a inkluze v pracovním prostředí? Proč je důležité nebát se pustit do týmu různorodost? Jak usnadnit rodičům předčasný návrat do práce? Jak se změnil pohled zaměstnavatelů na rovnoprávnost, inkluzi a diverzitu v posledních letech? Jak mohou z...2022-10-1234 min
SBAI Podcast4. SBAI Podcasts: A Conversation on ChinaAlvin Fan (CEO, OPIM) and Mark Smith (Principal and Head of Business Development, Northwest Investment Management) discuss all things China in episode 4 of the SBAI Podcast series. Discussion topics include how the market has changed as well as both the opportunities and the risks. About the SBAI: We are an active alliance of asset managers and allocators dedicated to responsible practice, partnership, and knowledge. Our Alternative Investment Standards are adopted by over 140 asset managers and supported by around 90 institutional investors – in short we solve for better. To find out more visit https://www.sbai.org/ or c...2022-06-1938 min
Diverzita a inkluze s OPIM08: Nguyen Manh Tung: Jsem z generace banánových dětí a stavím mosty mezi Vietnamce a ČechyTung o sobě říká, že je banánové dítě. Narodil se těsně před sametovou revolucí vietnamským rodičům v Krnově. Měl nelehký start, dětství strávil na tržnici a kvůli rodinné situaci musel opustit školu a pracovat. Nejdříve prodával noviny, ale svou dřinou, podnikavostí je právě tam, kde je. Je vzorem pro mladé lidi, a to nejen z vietnamské komunity. Dnes podniká a propojuje českou a vietnamskou komunitu. Poslechnout si rozhovor můžete na různých podcastových kanálech2022-03-0140 min
Diverzita a inkluze s OPIMEp 07: Drahomíra Mandíková - how the brewery industry benefits from more diversity and women, and how sustainability is the key driver for not only Asahi groupEmpathy, encouragement and finding your purpose are not phrases but everyday personal and professional values of Drahomira who is a leader in the breweries having a significant impact on the EU level. How does she think of sustainability and social responsibility and what actions is she taking on the European level? This podcast is about mentoring, support, kindness, and also toughness to make a change and grow. 2021-10-2036 min
Magnoli Podcast - nejpozitivnější podcast v Česku#4 s Janou Tikalovou o inkluzi a diverzitě - Výběr z hroznůMáte málo času? Výběr z hroznů je sestříhaná verze rozhovoru, která v sobě kondenzuje hlavní myšlenky a je o polovinu kratší než nezkrácená verze.
V další epizodě našeho podcastu představujeme Janu Tikalovou, respektovanou lektorku s mezinárodními zkušenostmi v oblasti diverzity a ředitelku společnosti OPIM, která je průkopnicí těchto témat v České republice.
Jaké je to vstoupit na samém počátku kariéry do oblasti, která de facto v ČR neexistovala a slovo diverzita nebylo ani součástí tehdejšího slovníku?
Z jakého důvodu zasvětila mladi...2021-10-0433 min
Magnoli Podcast - nejpozitivnější podcast v Česku#4 s Janou Tikalovou o inkluzi a diverzitě - nezkrácená verzeV další epizodě našeho podcastu představujeme Janu Tikalovou, respektovanou lektorku s mezinárodními zkušenostmi v oblasti diverzity a ředitelku společnosti OPIM, která je průkopnicí těchto témat v České republice.
Jaké je to vstoupit na samém počátku kariéry do oblasti, která de facto v ČR neexistovala a slovo diverzita nebylo ani součástí tehdejšího slovníku?
Z jakého důvodu zasvětila mladičká dívka z maloměsta již přes 20 let života podpoře rovných příležitostí a lidských práv a proč to nezabalila ani v těch nejtěžších ch...2021-10-0455 min
The DerivativeCharting a Chinese Commodities Course with Fred Schutzman of Abingdon GlobalWhat do you do when trends stop appearing for the quarter of a billion dollars you manage? Where do you go to find markets like the ‘good old days’ for trend following? Our guest for this episode, Abingdon Global’s Fred Schutzman is in a unique position to answer those questions – and much more!
Listen to Fred share his background being a Chartist, working at CRB, why technical analysts have holes in their shoes, how easy it seemed to find successful trend models 20 years ago, the rise and fall of Briarwood, sleepless nights with a quarter of a billio...2021-08-191h 31
Diverzita a inkluze s OPIM06: Scott Marlowe: what are the key areas in D&I to focus on in Česká spořitelna and what is so specific about the company culture?Our guest Scott discloses the uneasy and sometimes bumpy road to inclusion in a predominantly Czech company culture Česká spořitelna, which has some 70% of women employees with under 20% female representation in senior management positions. What has the company buckled down to?2021-06-3037 min
Diverzita a inkluze s OPIM05 Eng: Sandra Lacinova: also academic sector should care about inclusion and equal opportunities for students.Sandra is a bursar of SKODA Auto University enforcing inclusion through different programs. How this topic relates to her personally? She talks about her role as a woman, mother of three and high goals whilst being on a top managerial position. 2021-05-2417 min
Diverzita a inkluze s OPIM05: Sandra Lacinová: i akademická půda by se měla starat o to být inkluzivní a dát příležitost různorodým studentům.Sandra Lacinová je kvestorkou ŠKODA Auto Vysoká škola, kde se zasazuje o práci s diverzitou. Jak je toto téma propleteno s ní osobně, o roli ženy a trojnásobné mámy na vysoké manažerské pozici a cílů, které si dává. 2021-05-2425 min
SUHR podcast34: O diverzitě a inkluziS Janou Tikalovou, expertkou na téma diverzita a zakladatelkou neziskové organizace OPIM, jsme si povídaly například o tom, co mohou firmy či manažeři udělat pro to, aby byly jejich týmy rozmanitější a jaký z toho pro ně vlastně plyne benefit.2021-04-131h 08The DerivativeAsian Markets, American Investments, & Accessing (Chinese) Futures with Alvin Fan of OPIMWe’ve said it before and we’ll say it again – the opportunities in the Asian investment landscape are nuanced, emerging, and incredibly attractive. But on top of the excitement around the opportunities, there’s also gated access and a general list of unknowns that can make investors think twice; so, in this episode we’re joined by Alvin Fan, CEO of OPIM to check off the list of questions and give you more clarity on investing in the Asian markets.
Today, Alvin is giving you the inside scoop on OPIM, alternative investment demand, health hacks, manager standpoints...2021-04-081h 29
Diverzita a inkluze s OPIM04: Anna Mrázová: mladá generace mezi sebou i s učiteli debatuje o lidských právech a rovnoprávnosti, o zkušenostech ze zahraničí a iniciativě na podporu vzájemného dialogu.Anna Mrázová je sedmnáctiletá studentka International school of Prague, která se aktivně zajímá o rovné příležitosti a lidská práva. Ovlivněna maminkou, Renatou Mrázovou, i pobytem a studiem v Holandsku, spoluzaložila projekt Youtheoria, kam zve i české studenty. 2021-04-0745 min
Diverzita a inkluze s OPIM03: Robert Basch z Nadace OSF: práce v nezisku v ČR, romští studenti a suplování role státu v otázkách inkluze. Kam jsme se posunuli a co je ještě před námi?Robert Basch je ředitelem Nadace OSF a přes dvě desetiletí se pohybuje ve světě neziskového sektoru a boje za lidská práva. Jak vnímal inkluzi a rovné příležitosti v 90. letech a jak dnes? Co se za těch 20+ let změnilo? Povídáme si o programu stipendia pro romské studenty, o neziskovém sektoru v ČR, o mezinárodních misích, roli médií nebo o dopadech lockdownu pro menšiny a komunity. 2021-03-0853 min
Diverzita a inkluze s OPIM02: Štěpán Hejzlar: specifika lidí s autismem a co je dobré vědět, když je pozveme na pohovor nebo máme lidi s PAS v týmuTato epizoda pojednává o kognitivní, a mnohdy neviditelné, diverzitě – autismus. Štěpán je ředitel terapeutického střediska NAUTIS a má dennodenní kontakt s lidmi s PAS. Často je i v roli poradce pro zaměstnavatele. Poslechněte si zkušenosti z první ruky a praktické rady pro nábor. Jedna otázka může osobu s PAS uzamknout do svého světa a vy tak přijdete o talent. Povídáme si také o práci v týmu a pracovním vztahu s manažerem .2020-12-1329 min
Diverzita a inkluze s OPIM01: Rebecca Grattan: how personal experience shaped my views on importance of D&I that led to my professional carrier and dreamed job at AvastOur first episode is a story of Rebecca who has moved to Prague, just a month before the pandemic and a lockdown, to take a role as a Chief People and Culture Officer at Avast. You can listen to her journey of learning about herself and understanding others. What are the opportunities in terms of D&I in the Czech Republic in comparison to different countries? Rebecca shares what is the D&I focus for Avast also reflecting the covid-19 impact on employees' inclusion and wellbeing. 2020-11-1939 min
OPEN PodcastDiversity and Inclusion in the Czech Republic - Interview with Alena Líškay Králíková and Jana TikalováThis episode of OPEN Podcast was made in partnership with OPIM. Listen to the interview with Alena Líškay Králíková, Sustainability and Diversity Expert at Kooperativa and Jana Tikalová, founder and CEO at OPIM, about the diversity and inclusion landscape in the Czech Republic.2020-11-0923 minThe Derivative5 Asia/China Focused Hedge Funds, 1 Podcast!We recently wrapped up our virtual conference: “Capitalizing on China’s Growth: Opening the Door for Investors and Managers” where we had some great one-on-one interviews with hedge fund managers operating in Asia and live in mainland China markets, including futures. We pulled the best nuggets from each individual manager and mashed them into the ultimate pod on different strategy nuances across AI models, fixed income trading, stock picking A Shares, systematic trading of China futures markets, and more. Hear from the pros with boots on the ground in Hong Kong, Shanghai, and the rest of Asia – as they unpack t...2020-07-021h 40
My Worst Investment Ever PodcastAlvin Fan – Forests Are a Treasure. However, Are They Good Investments?Alvin Fan is the Chief Executive Officer of OP Investment Management, one of Asia’s leading hedge fund platforms focusing on emerging managers. Part of the Oriental Patron Financial Group running assets of over USD 10 billion primarily in private equity, OPIM separately partners with emerging hedge fund managers with assets collectively more than $750 million across 25 managers. Having worked in Asia since 2000, Alvin has over 15-years’ experience in Strategy and Investment Management - from Private Equity to Publicly Listed Funds overseeing assets across Asia & Eastern Europe. Enjoys working with entrepreneurs and growing fund managers across Asia. He is forever a student...2018-12-3130 min
InnovateCTInnovateCT Podcast - Episode 14 - OPIM InnovateInnovateCT speaks with Jonathan Moore and Ryan O'Conner about OPIM Innovate at UConn and the power of academic/industry partnerships. Learn more by following the link below. https://innovate.business.uconn.edu/2018-11-0733 min
The Safety Pro PodcastBloodborne Pathogens Program ReviewVisit www.thesafetypropodcast.com for more great workplace safety information. Bloodborne pathogens are infectious microorganisms in human blood that can cause disease in humans. OSHA requires employers to protect employees who are occupationally exposed to blood or Other Potentially Infectious Materials (OPIM). While most would associate exposure to bloodborne pathogens with healthcare workers, there are many other occupations, including first-aid team members, housekeeping personnel in some industries, and various other workers who may be at risk of occupational exposure to bloodborne pathogens OSHA’s bloodborne pathogen standard applies to all occupational exposures in Genera...2018-01-0624 min
Everything Hertz40: Meta-research (with Michèle Nuijten)Dan and James are joined by Michèle Nuijten (Tilburg University) to discuss 'statcheck', an algorithm that automatically scans papers for statistical tests, recomputes p-values, and flags inconsistencies.
They also cover:
How Michèle dealt with statcheck criticisms
Psychological Science’s pilot of statcheck for journal submissions
Detecting data fraud
When should a journal issue a correction?
Future plans for statcheck
The one thing Michèle thinks that everyone else thinks is crazy
Michèle's most worthwhile career investment
The one paper that Michèle thinks everyone should read
Links
Michèle's website: https://mbnuijte...2017-03-2449 min
The Matt Townsend ShowRussia and History, Unproductive Busyness, How to Eat BetterRussia and History (13:15)
Jeff Hardy is an assistant Professor of Russian and Eastern European History at BYU. He has degrees from BYU (BA ’01, MA ’06) and Princeton University (PhD ’11). His Primary research focus is the penal system (Gulag) of the Soviet Union. Dr. Hardy joins Dr. Townsend to discuss how events from Russian history have influenced their current political decisions.
This Segment was recorded previously.
The Remedy for Unproductive Busyness (51:05)
Bradley Staats is an Associate Professor at the University of North Carolina’s Kenan-Flagler Business School. He is also the Visiting Associate Professor OPIM at the Wharton School at University of Pennsylvan...2015-06-252h 09The Matt Townsend ShowRussia, Remedy for Unproductive Busyness, Young and HappyRussia and History (13:15)
Jeff Hardy Assistant Professor of Russian and Eastern European History at BYU. BYU (BA ’01, MA ’06) and Princeton University (PhD ’11). Primary research focus is the penal system (Gulag) of the Soviet Union. Dr. Hardy joins Dr. Townsend to discuss how events from Russian history have influenced their current political decisions.
"The Remedy for Unproductive Busyness" (57:54)
Bradley Staats is an Associate Professor at the University of North Carolina’s Kenan-Flagler Business School. He is also the Visiting Associate Professor OPIM at the Wharton School at University of Pennsylvania. Bradley teaches courses on core operations, operations strategy and project management. Staats is...2015-05-212h 13