Access Alts Global Web Series 
Transformative. Impactful.

Access Alts is initiating a series of Global Web Series to discover the best investment opportunities amidst what we see as one of the biggest dislocations of our lifetime. Economies are turned upside down, valuations are trending low, industries are disrupted, policies are evolving, and smart investors are strategically aligning themselves with businesses, fund managers and portfolios that will deliver outlying alpha as well as create a much-needed impact.

 Allan Zeman On Access Alts Hong Kong Launch
 








Dr Allan Zeman, chairman of Lan Kwai Fong Group, couldn’t attend the Access Alts Asia Hong Kong Inaugural Meet, but sent us a heartfelt video message, reaffirming Hong Kong’s strategic position in China’s playbook, and wishing Access Alts success as we launch in Hong Kong. Alan redefined #hongkong's entertainment scene by developing Lan Kwai Fong in the 1980s. And now he is making his mark as an economic adviser to HK Chief Executive Carrie Lam. Alan and our founder Aradhna Dayal share a passion for Hong Kong, China and the Greater Bay integration, and what makes Alan special is that he combines his western sensibility and “insider” role in China to become a sensible and powerful voice for businesses in Hong Kong. 

 

Constructing an Institutional Family office by Seng Huang Lee 
 









In a candid chat, Seng Huang Lee, Group Executive Chairman, Sun Hung Kai & Co. Limited, who is just opening up his exceptional personal investment platform to other families, talks about 𝗵𝗶𝘁𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝘀𝘁𝗮𝘆𝗶𝗻𝗴 𝗲𝗻𝗴𝗮𝗴𝗲𝗱 𝗮𝘀 𝗮 𝗳𝗮𝗺𝗶𝗹𝘆 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹 𝗮𝗻𝗱 𝘁𝗿𝘂𝘀𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝘁𝗲𝗮𝗺 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗸𝗲𝘆 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 – something all new family offices struggle with.

Seng Huang also talks about the three families that created one of Hong Kong’s largest family-led group Sun Hung Kai, and creating a unique family-led investment platform that invests in unique situations at scale and across the capital structure. For families that are just starting their family offices, this is a true Masterclass.

 

 Towards Sustainability by Cynthia Wijaya
 









At 19 years, Cynthia Handriani Wijaya joined her family business Daya Selaras Group, leading corrugated packaging manufacturers in Indonesia. Smart and articulate, Cynthia is steering a strategic “circular value chain” within her family business, linking to sustainabilityrecycling and value-creation through creative use of logistics. Cynthia is a sterling example of GenNexts within Access Alts Asia, making their mark on the world.

 
 

Future of Global Logistics by Janie Yu
 








Janie Yu(LFX Venture Partners) speaks passionately about the Li & Fung family’s 20-year investments history in global supply chain investing and the evolution of logistic-tech as a unique differentiator in the new-delivery economy. Li & Fung is an anchor investor in LFX Venture Partners, a supply-chain and logistics VC fund that is spinning out from their family office, focused on enabling technologies and disruptive business models in this space. With proprietary deal-flow and 𝗟𝗶 & 𝗙𝘂𝗻𝗴’𝘀 operating partnership for portfolio companies, this is an excellent example of family-led investment opportunities within Access Alts Asia.

Vibrant VC in Japan by Q Motiwala
 







𝗤 𝗠𝗼𝘁𝗶𝘄𝗮𝗹𝗮 provided an overview of the cultural and historical uniqueness of Japan’s business ecosystem, and how 𝗗𝗡𝗫 𝗩𝗲𝗻𝘁𝘂𝗿𝗲𝘀 is developing its track record of profitable investing in the Japanese B2B SAAS space. Ironically, he faces a first-world problem with exits in Japan; keeping his founders from taking the highly-accessible IPO route in Japan too quickly. At DNX, his mission is to convince Japanese founders to grow their companies cross and achieve billion-dollar valuations before exiting.

 

Acing F&B in Indonesia by Donny Pramono Le
 







Indonesian F&B entrepreneur Donny Pramono Le on creating a Yoghurt brand, scaling it into Sour Sally Group and investing across Indonesia’s fast-growing F&B space. Ambitious and globally minded, Donny is eyeing international partnerships within and outside Indonesia through Access Alts Asia

 
 

Web Series: Special Presentation by Tim Draper

 

In a Special Presentation to AccessAlts Members, Tim Draper, celebrated Silicon Valley Venture Capitalist and founder of Draper Associates, talks about the future of humanity through “A Borderless World” that will see virtual citizens. He also foresees a transformation of industries, such as Healthcare, Insurance, Government Services and Finance, through big data and breakthrough technologies.

Web Series: Middle East GenNext: Chartering a New Course

Access Alts Gen Next Meet: Following Your Passion

August 2, Tuesday, 1900 HKT/1500 GST/0700 EST

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GenNexts of today are fiercely independent and we see them working towards creating a legacy of their own, evolving the traditional family businesses. Many are chartering new courses, given that conglomerates of tomorrow will not be built on physical assets, rather in the Digital space.

Our visionary GenNext panelists represent Healthcare, Technology, Digital Infrastructure, Logistics and more. Hear about their passions and how they are aligning them with the complex world of tomorrow, particularly post Covid-19.  

 

Web Series: China Post Covid: Role In The New World Order

Benson Tam, Chairman & Founding Partner, Venturous Group

26 May, 1900 HKT/1500 GST/0700 EST

 

 

 

 

 

 

 

 

 

 

 

China’s $4 Trillion stimulus package will build an unparalleled Digital Infrastructure. Amidst that, Benson Tam of Venturous Group, early investor in Alibaba Group & Access Alts Asia Club member is powering the first SmartCities in partnership with local governments. His vision is to have Smart Cities that don’t resemble a Sci-fi movie; rather these will be green, low density, highly-livable places fueled by technology such as 5G, AI and IOT.

 

Web Series: Global Private Equity - Leading through the Crisis

Anand Krishnan, Managing Partner, Fidelis World

19 May, 1900 HKT/1500 GST/0700 EST

In a highly insightful discussion, Anand Krishnan, managing partner of FidelisWorld and AccessAlts Asia club member, explains when leading your Private Equity portfolios through crisis, it is imperative to have an A-Class management team in place, take risks in short bites and ensure a focus on ‘direction’ rather than ‘speed’. A long term PE investor, who constantly floors us with his strategic thinking and operations suave, Anand also talks about how the current crisis will alter global linkages, and how empathy and relationships with take precedence over money.

 

Web Series: Plunging Oil Prices: Deciphering the Dislocation
Yash Kaman, Partner, Kerogen Capital
7 May, 1900 HKT/1500 GST/0700 EST










Oil at $25/barrel is unsustainable for the biggest players such as Saudi and Russia in the longer term, and both players are expected to be rational. As an energy investor, you need to be laser focused on your portfolio right now. Yash Kaman of Karogen Capital explains how ensuring your portfolio companies have access to cash and well-funded partners will be key, and there will be plenty of distressed opportunities to choose from down the line.

 

Web Series: Middle East Family Offices Speak
Alabbar Enterprises, Crescent Enterprises, Kanoo Capital
5 May, 1300 HKT/0900 GST/0100 EST


Stergios Voskopoulos, CEO, Kanoo Capital




















The 130-year old Yusuf bin Ahmed Kanoo Group, one of the oldest business families in the Middle East, has weathered several crises and has risk management and governance to handle precisely situations like COVID19. Stergios Voskopoulos, CEO of Kanoo Capital in Bahrain, explains how the priority through any crisis is to maintain cash, protect revenue and show great agility and adaptability on the Access Alts Asia Middle East Family Office Web Meet. The family is looking through its PE portfolio company by company, revising business plans and financial models and developing a base case for next two years, for a new normal. Focus will be on basic industries such as Energy, Food, Water, Healthcare, Education and Cybersecurity.


Amit Mehta, Investment Director, Alabbar Enterprises





















 
 
Whilst UAE’s Alabbar Enterprises - Retail, Food and Beverage is best known for real estate via Emaar, the group has been taken the accusative and diversification route since the past five years, buying and building strategic ecommerce and food assets across the Middle East. In a no holds barred chat with AccessAlts Asia, Amit Mehta, investment director at Alabbar, talks about building E-commerce unicorn noon and acquiring the region’s largest food manufacturer Kuwait Food Company (Americana), both defensive plays that are racing ahead amidst Covid19. Interestingly, the theme of food security underpins Mohammad Alabbar's philosophy of investing to benefit his country and fellow countrymen, thereby creating a distinct legacy.

 

Web Series: A Whole New World
Aysar Tayeb, Global MD - Corporate Ventures, Saudi Aramco










Oil at -$36. Biggest plunge since US invasion of Kuwait. As oil enters a phase of unparalleled demand destruction, the ramifications for the world economy, climate change and Middle East allocators are immense. Join us for a private call with Aysar Tayeb, Saudi Aramco’s global MD for Corporate Ventures, on how he is shaping this investment perspective amidst the chaos.

 

Web Series: India Under Lockdown: An Insider’s View

Dr. Arvind Gupta, Head, Digital India Foundation

1.3 billion people. Under a complete lock-down. India’s Covid19 lockdown, now extended till May 4, is unprecedented in size and scope. For a country that cherishes life in public spaces, the ramifications on businesses, economy, society, and the environment will be monumental. Dr Arvind Gupta, head of the Digital India Foundation in New Delhi, gives us an Insider’s View on the Modi government’s thought process and implementation of the lockdown.

 

Web Series: China's Undiscovered Riches
Lin-Lin Zhou, Founding Partner, Principle Capital
James D. Ahn, MD, CD & R (Asia)

 
 
 
 
 



 
 

In this clip from the AccessAlts Asia Virtual New York Meet 2021, Lin-Lin Zhou, Founding Partner of Principle Capital Management and James D. Ahn, Managing Director of CD & R, Asia went into detail about the vast investment opportunities present in the form of conventional markets in China and the sheer scale of growth possible for any such investments.

Access Alts Global Web Series 1 Khurram
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Web Series: A Whole New World
Khurram A Mirza, Acting CIO, Osool

 
 
 
 
 



 
 

In the debut AccessAlts Asia Global Web Meet Series, Khurram A. Mirza F.I.A., acting CIO for Bahrain pension fund Osool Asset Management, highlighted institutional investors' preference for markets with deep liquidity and regulation in the current environment. He also pointed towards huge upcoming opportunities for distress investing in the US, and emphasized that no investor can afford to miss out on Asia. On the public markets side, there is a clear preference for long/short strategies over long only, as managers need to be given a wider set of tools now, though overlaying it with greater oversight and due diligence.

Web Series: American Family Offices on Investments Today 
Rosemary Sagar, Chief Investment Officer, Kingdon Foundation
Haider Akmal, Portfolio Manager, Vaal Investment Partners




 
 
 
 
 


Two of the US's most prominent family office investors discussed their ideologies and how the COVID pandemic affected their asset allocation strategy on the Family Offices panel at the Access Alts Asia NY Meet last month, which was hosted by industry veteran Elsie Fletcher, CEO of New Millennium Advisors.

 

Web Series: Revolutionizing Asian Retail - The Lazada Story
Afshan Banu, Head of Fashion, Lazada



 
 
 
 
 


On the first day of the Access Alts NY Meet, Afshan Banu (Head of Fashion at Lazada) regaled all attendees with the groundbreaking story of Lazada, the Alibaba subsidiary which started out as but an upstart less than a decade ago which has now turned into Southeast Asia's own answer to Amazon, and how their ability to always place the convenience of the customer at the top has resulted in their phenomenal success.

Web Series: Shattering Glass Ceilings
Vicki Fuller, Ex CIO, New York State Common Retirement Fund



 
 
 
 
 



 An inspirational conversation with Vicki L. Fuller, former CIO of the New York State Common Retirement Fund at the Access Alts NY Meet 2021 on March the 8th, where she talked about how having women in decision-making roles ensures better outcomes. She also traversed through her incredibly inspirational life journey and detailed all the hoops she had to jump through to get to shatter the proverbial glass ceiling.

Web Series: Opportunities for Institutional Investors in Asia
Roger Vincent, Senior Investment Officer, Cornell Investment Office
David E. Francl, MD (Absolute Return), San Francisco Employees' Retirement System
Subhasis Das, Senior Portfolio Manager, State Board of Administration for Florida



 
 
 
 
 



 A conversation with some of the biggest strategic institutional investors in the United States; in Roger Vincent from the Cornell University Investment OfficeDavid Francl from the San Francisco Employees' Retirement System (SFERS)Subhasis Das from the State Board of Administration of Florida and Adriana B. from the Employees Retirement System of Texas; at the Access Alts Asia NY Meet 2021 last month. All our panelists discussed Asia as a part of their overall investment strategy and their quest for alpha.