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We are launching Friday Only Club!

Oscar de la Renta chose not to show at New York Fashion Week and instead streamed on Amazon. Is Amazon a suitable forum for a luxury brand? CEO Alex Bolen said, "I'm not sure. But we have to experiment with new ways to get our story out." https://lnkd.in/g4rZMxyb We launched our funds when Covid started and with the halt in travel and tough fund raising environment for emerging managers, we focused on performance and experimented with new ways to reach out to allocators, namely Linkedin posts and YouTube videos which can now be binge-watched on  www.quantflix.com . True, some people say that with the positive fund returns last year for both our long-only equity and multi-strategy funds, and the China fund outperforming its benchmark by its annualized double-digit aim, it was expected that we would pass the $100m mark. But when times are bad, most new investment monies went to well-known funds that are much bigger with a marketing budget that we cannot afford. So every lit...
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Covid-19 Killing Fan

I've been down with suspected Covid (due to participation in some conferences which likely were superspreader events in Singapore) since Friday which made it impossible for me to leave my apartment much less walk 1km to jostle for a spot to catch the F1 for free. So I could only check out the news for updates on the qualifying race and the above ad popped up.

What's a covid-killing ceiling fan? How can a fan kill covid? If it's emitting UV rays then the people under the fan would die from prolonged exposure right? Or is it just metaphorically saying the fan will "kill" covid with better ventilation? So that doesn't technically count as false advertising. Perhaps some might think implied action is OK since there is plausible denial.

I acted as the expert for the SFC in a Tribunal hearing which involved a block trade of shares. If a fund manager was not explicitly wall-crossed but should know that the information was material, can he trade on it? If there was such a "mistake" inadvertently caused by fellow professionals in the industry, should we fund managers use the data to our commercial advantage?

While hedge fund managers generally don't have such a great image (Billions, Wolf of Wall Street wasn't even us), all regulated managers have to be fit and proper, and found to be acting honestly and with integrity. And it's not just talk.

P.S. I made a brief appearance in paragraph 60 amidst the arguments brought forth by Abraham Chan SC (also representing the SFC) and Peter Duncan SC (acting for the Applicant). Proud of my supporting role 👍

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We are launching Friday Only Club!

Oscar de la Renta chose not to show at New York Fashion Week and instead streamed on Amazon. Is Amazon a suitable forum for a luxury brand? CEO Alex Bolen said, "I'm not sure. But we have to experiment with new ways to get our story out." https://lnkd.in/g4rZMxyb We launched our funds when Covid started and with the halt in travel and tough fund raising environment for emerging managers, we focused on performance and experimented with new ways to reach out to allocators, namely Linkedin posts and YouTube videos which can now be binge-watched on  www.quantflix.com . True, some people say that with the positive fund returns last year for both our long-only equity and multi-strategy funds, and the China fund outperforming its benchmark by its annualized double-digit aim, it was expected that we would pass the $100m mark. But when times are bad, most new investment monies went to well-known funds that are much bigger with a marketing budget that we cannot afford. So every lit...
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Influx of family offices from China

I was talking with friends about the extremely impressive resumes - did these kids start as child-labor when they were 12?! - I get from students these days and remarked, "I'm glad I was First Gen". Many US colleges have priority admissions set aside for those whose parents did not have a college education. One friend who also went to an Ivy-League said, "I'm sure you were just good, because many applicants from Singapore were also First Gen twenty, thirty years ago." Even if I was in fact admitted because I was a First Gen, should I feel that I might not have been as good as my peers? Should any advantage in the system make achievements less worthy? I'd say to take every advantage there is as long as it has not been obtained unfairly (or illegally - like photoshopping your face on a crew athlete). After getting in the school, you still have to study hard to get that summa cum laude. Feeling bad about getting that promotion because you think the firm nee...
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The First Edition of Friday Only Club!

  I got a latte art portrait of me today. It's not a "big deal" but shows the barista cares (at 9am in the morning). (No comments on how I look, especially my Bombastic Hair*, unless you look better with no Photoshop in your mid-40s with no makeup). Maybe some would say this is just business, the cafe is trying to get you to buy more coffee. But this is what differentiates a human barista from the Nespresso machine. Recently with year-end celebrations, New Year and Chinese New Year parties, I have been going to fancy wine dinners. I do appreciate the effort, and savings, but after talking to fellow investor friends I realized that sometimes we just need a cool place to chillax and share ideas (aka complain about investments that didn't work out). We can even bring our own wine. This coming Friday Only Club at Gao Cap Bar we'll have an expert talk (while drinking) about how to start an art collection, because a client asked me about displaying art in humid Singapor...
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