Project Z - ESG for Next Gen

As many of you remember, Tiffany and I co-founded Gen Z Group, a small education-and-entertainment company, to provide unique educational...

Emerging Managers - Socrates and Plato

If Yale were Socrates in the endowment approach world, MIT would be Plato. In Philosophy 101, we learned: Socrates believed in being...

Bubble Puzzle

“In simple terms, bubbles are booms that went bad. Not all booms are bad.” – Proessor Goetzmann GS’s Peter Oppenheimer published a very...

Spacman is Baaaack

It was 2006, a very early day of my career when Fir Tree’s founder, Jeff Tennenbaum, gave us a “lecture” on SPAC. It was still a nascent...

Happy Quarantine's Day

On Oct 13, I finally came back to China. I’m currently under the quarantine isolation at a hotel in Dalian. Right, not Shanghai, but...

Preserving Legacy for Families

Brandywine Creek Brandywine Trust Group, LLC, a multifamily office, which manages over $10 bn, is located within a few minute from the...

Real Pet Trade

Jiawei and Penny visited one of the largest pet trade show in China on August 21st. The exhibition was held at Shanghai Pudong Expo next...

You Can’t Eat IRR

Unfortunately, You Can’t Eat IRR Since inception through Sep 2016, Apollo Global, one of the prominent private equity firms with $312 bn...

The Power of Narratives

Source: Karthik Raman on LinkedIn The Power of Narratives Amazon’s Jeff Bezos hates PowerPoint, or presentations, for a very good reason....