AAAIM High ELI

Hi, this is Angie Chatterjee, Head of US Business Development at Innocap, and joining us today is Rex Kim, Chief Investment Officer of Oregon State Treasury.   Rex Kim serves as the Chief Investment Officer (CIO) for the Oregon State Treasury, a position he assumed in April 2020. In this leadership role, he oversees the investment division and manages a multi-billion-dollar public portfolio, which includes the Oregon Public Employees' Retirement Fund, the Common School Fund, and the Oregon Short Term Fund.   Rex brings over 30 years of extensive institutional investment and asset management experience to the treasury. Prior to his appointment as CIO, he spent four years directly shaping state investment policies as a member and vice chair of the Oregon Investment Council.   His diverse financial background includes serving as a senior consultant at the Multnomah Group, Managing Director at Tallwoods Partners, LLC, and Partner and Portfolio Manager at Common Sense Investment Management. Earlier in his career, he spent nearly decade leading hedge fund research at CTC Consulting and worked as a proprietary options and futures trader.   Rex holds a Bachelor of Arts in English Literature from Carleton College. He has also shared his capital markets expertise with the community by serving as an adjunct instructor teaching finance courses.

Our guest for today's podcast is Leo Cui, who is a General Partner at FoundersX Ventures, where he invests in AI and deep-tech companies from Seed through Series B, with a particular focus on the intersection of data, analytics, biotechnology, and enterprise technology.  Based in Cambridge, Massachusetts, Leo brings a rare combination of scientific depth and venture investing experience. He earned his Ph.D. in Bioengineering from Harvard University and completed a postdoctoral fellowship in Professor Feng Zhang's lab at the Broad Institute of MIT and Harvard. His research in CRISPR and microfluidics led to multiple patents, peer-reviewed publications, and two spin-out companies focused on early cancer diagnostics and high-throughput drug discovery.  At FoundersX Ventures, Leo has backed companies including 1910 Genetics, Omniscope, Zafrens, Colabra, and Palamedrix. He also co-founded Nucleate, a student-led biotechnology entrepreneurship organization that expanded from Harvard to biohubs across the United States.  Leo has also built a loyal following on youtube for his deep research on all things AI.  His deep dive titled "The Entire Data Center Explained" has amassed over 500,000 views and is a must view for AI investors.  Without further ado, here is our conversation with Leo Cui. 

Our guests today are Chung Ma, Deputy Chief Investment Officer of the Virginia Retirement System, and Vivian Lau, CEO and CIO of Senado Management. Beyond their remarkable careers, Chung and Vivian share a unique personal connection—they are cousins who grew up together in the same household in Flushing, New York. Chung helps oversee the investment portfolio of the Virginia Retirement System, one of the largest public pension funds in the United States, managing more than $100 billion on behalf of public employees and retirees. His expertise spans asset allocation, portfolio construction, risk management, trading systems, and long-term institutional investing. Vivian is the founder of Senado Management, a special situations investment firm focused on opportunistic investments across credit, equities, and private markets. Most recently, she led Strategic Themes investing at Sixth Street and previously served as Co-Chief Investment Officer of Serengeti Asset Management after beginning her career in Goldman Sachs' renowned Special Situations Group, where she became a Managing Director at just 28 years old. Today we'll explore their career journeys, how they each developed their investment philosophies, and how two cousins from the same family built exceptional careers across public and private investing. Without further ado, here is our conversation with Chung and Vivian.

Joining us today is Jamie Tadelis, Chief Product & Investor Officer at SC Lowy. Jamie is one of the co-founders of SC Lowy and is currently based in their New York office, where he serves as the firm's Chief Product and Investor Officer focusing on existing and new investment vehicles, investor relationships, and ESG initiatives. Throughout his tenure at SC Lowy, Jamie has held various key roles, including Head of Sales, General Counsel, and Chief Compliance Officer, all while based in Hong Kong.    Before joining SC Lowy, Jamie served as General Counsel, Chief Compliance Officer, and a member of the Investment Committee at Abax Global Capital, a Hong Kong-based special situations asset manager. Prior to Abax, he was part of Avenue Capital Group's Asia-focused investment team in New York and Hong Kong, where he provided legal structuring expertise and guided investments through various bankruptcy and restructuring regimes across APAC.    Jamie's career began at JPMorgan in emerging markets structured products, followed by his role as a restructuring attorney at Kramer Levin (now Herbert Smith Freehills Kramer) in New York.    He holds a BA with a concentration in Management Information Systems from the State University of New York at Albany, a J.D. from Fordham University School of Law, Series 7, 63 and 24 licenses with FINRA and RO and Type 1 registrations with the Hong Kong SFC.

This conversation between myself, Elizabeth Yan, and Johnny Wu was recorded in February 2026. At the time of recording, I had not yet joined AAAIM. As of May this year, I have officially and have the privilege of serving AAAIM as their Chief Operating Officer. While this release is delayed, Johnny as many know, is ever-present and his words, timeless. We hope you enjoy the conversation.