Our guest for today’s podcast is Vishal Bhutani, Chief Investment Officer of AMS Children’s Fund (AMS), a new fund launching in early 2025. Together with David Gaynes, Vishal is forming AMS to capitalize on the growing interest by institutional investors in the Indian equity markets. Vishal believes that the middle market opportunity in Indian equities is one of the best investment opportunities available today. Leveraging his experience as an event driven portfolio manager, AMS believes it will be able to achieve superior risk adjusted returns.

Vishal has spent the bulk of his 20 year investment career as an Event Driven investor, investing across the capital structure. Joining me on the podcast is Clark Cheng, CEO and CIO of Merrimac Corp, a large single family office with investments in hedge funds, private equity, venture capital and real estate AND David Gaynes, co-founder of AMS Children’s Fund.

So why should investors care about the Indian equity markets now? Vishal provides many insights and answers why in this podcast.

Without further ado, here is our conversation with Vishal Bhutani.

Our guest for today’s podcast is Darren Xu, Co-Founder and Portfolio Manager of Questline
Capital. Questline Capital is a long/short equity fund focused on the gaming, media and
communications sectors. After almost a decade as an investor at Farallon Capital Management,
Darren decided to leave his job and will be launching his fund in the 1 st quarter of 2025.
Darren started his career in investment banking in Mergers and Acquisitions at Citigroup after
graduating with two degrees, one in Computer Science from the University of Pennsylvania and
the other in Business from the Wharton School.

I named this podcast “Living the dream: playing video games for fun and for work.” Literally,
that is what Darren does. How fun is that? So, how does one create a career playing video
games. Well, we are here to find out.

Without further ado, here is our conversation with Darren Xu.

Our guest for today’s podcast is Dave Lu, Managing Partner of Hyphen Capital, an early stage venture capital firm focused on Asian American founders. Dave is a veteran of the technology industry, having founded two prior companies: Expo and Fanpop, as well as having worked at Apple, eBay, Cisco, Yahoo and Sony. Dave produced the Emmy-winning HBO documentary 38 at the Garden about Jeremy Lin. Amidst the rise of anti-Asian hate during the pandemic, Dave led a movement with an open letter signed by 8,000 leaders including President George Bush and the CEOs of Google, DoorDash, Zoom and others that was published in the Wall Street Journal and launched Stand with Asian Americans. Dave sits on the advisory board of the Smithsonian Asian Pacific Center and the Asian Pacific Fund. Dave received his MBA from the Stanford Graduate School of Business and his BA from the University of Pennsylvania.

To say that Dave is a role model would be an understatement. I applaud Dave for his selfless efforts to help inspire and galvanize change for the AAPI community.

Without further ado, here is our conversation with Dave Lu.