Skip to main content

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
Post a Comment

I am an expert in beer.

I know the alcohol content range, the distribution channels, the fermentation process. I even have a painting of a can of Blue Moon hanging on my living room wall to remind myself to stock up the fridge.

But when people mention a beer expert, they probably mean someone who actually drinks beer and can tell the difference in taste. Not just a theoretical expert in beer.

So naturally when there is a need for an expert in quantifying damages, valuing companies, or assessing financial industry practices, you get someone who works in investing or fund management. And an expert with current or recent work experience since industry practices have changed from 20 years ago - Madoff was not caught then.

There's this joke/observation in Linkedin that lawyers can't do math and life being fair, bankers (and also fund managers) can't write. PPT bullet points don't count. So I guess I didn't have much competition when I acted as the expert for Hong Kong's financial regulator SFC in a case on the use of non-public information in a block trade: https://lnkd.in/gHKskY8q.

I'm heading to Dubai to speak at the World Litigation Forum: https://lnkd.in/g5yFYkHe
Don't miss the chance to meet the mythical creature with a mop of curly hair that defies gravity who can write and do math.

You can also buy me a beer because companies don't look for beer experts to endorse beer. I wonder if some of the models used in these beer ads even drink beer. Oh the point is to look good and not be an expert?

Credit: David Boyle for the lawyer-math analysis

#hedgefund #expertwitness #litigationsupport #tribunal #beer #bluemoon





Comments

Post a Comment

Popular posts from this blog

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
Post a Comment
Read more

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
Post a Comment
Read more

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
Post a Comment
Read more