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Liu-Yue Lam

A banker turned social finance entrepreneur. Liu-Yue built and managed two social enterprises. Liu-Yue founded Oxstones Investment Club a searchable cloud-based content platform for knowledge sharing and financial education. Oxstones.com also provides global investors with direct access to U.S. commercial real estate investment opportunities and other alternative strategies. In addition, Liu-Yue also co-founded Cute Brands, Inc. Cute Brands is a cause-oriented character-based brand licensing and social impact fund that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising ultra high net worth clients on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in emerging markets bonds and Latin American equities investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities and special situation investing at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.

The What (Asset Allocation) & Where (Asset Location) of Investing

By Grant Wasylik, Asset allocation is paramount. Numerous studies confirm it. They show, time and again, that asset allocation accounts […]

Thoughts from the Frontline – Generational Chaos Ahead

By John Mauldin, Mauldin Economics, “This generation of Americans has a rendezvous with destiny.” – Franklin D. Roosevelt “Each generation […]

The Big Mac index 2016

By D.H. & R.L.W., The Economist, THE Big Mac index was invented by The Economist in 1986 as a lighthearted […]

VIDEO: This global warming GIF shows how hot Earth has gotten over the past 165 years

By Timothy McGrath,  Global Post This global warming GIF shows how hot Earth has gotten over the past 165 years […]

Russia is literally giving away land for free

By Dan Peleschuk, Global Post, If you’re Russian, this abandoned land in Russia’s Far East near China could be all yours. Lidia KellyReuters […]

Importance of ROIC: “Reinvestment” vs “Legacy” Moats

By John Huber, I’ve talked a lot about the importance of the concept of return on invested capital (ROIC), and […]

Position Sizing in Value Investing

Position sizing is something that can make the difference between whether you can be slaughtered by short-term fluctuations, or can […]

The Most Important Investors Of All Time

By Michael Batnick, I analyzed the birth dates of the most important investors of all time. Ten observations were made.This […]

Three Ways “Old Money” Hangs Onto Its Riches

By Jim Rickards, Daily Reckoning, While America claims to be a class-free society, the opposite often seems to be the […]

How Demographics Rule the Global Economy

By Greg Ip, Wall Street Journal, The developed world’s workforce will start to decline next year, threatening future global growth […]

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