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Liu-Yue Lam

A banker turned social finance entrepreneur. Liu-Yue built and managed two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a social financial education website that helps facilitate the exchange of ideas on emerging alternative investment opportunities along the new Silk Road. 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. Cute Brands also supports select charities (WWF, WCS, and ASPCA) through consumerism. 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.

Flurry of China bank deals hints at renewed confidence

By Jennifer Hughes, FT, China’s banks and insurers have more actively sought overseas assets in 2014 than at any time [...]

Private real estate assets reach all-time high of USD740bn

From HedgeWeek, By Preqin, Global assets under management* of the private real estate industry have reached USD742bn, an all-time high [...]

Charts Show 28 Seriously Troubled Mega-Banks: 24 of Them in Europe

By Michael Shedlock, I have been saying for years that European banks are in far worse shape than U.S. banks. [...]

Best advice from CEOs: 40 execs’ secrets to success

By Christopher Tkaczyk and Scott Olster, Fortune, We’ve gathered wisdom from those who have rocketed up the corporate ladder and [...]

Mohnish Pabrai’s Million-Dollar Advice For A 12-Year-Old Investor

By Phil DeMuth, Forbes, The Q&A session at the recent Pabrai Funds annual meeting featured the following priceless exchange between the [...]

The man who taught Warren Buffett how to manage a company

By Max Nisen, Disciples of the investing firm Berkshire Hathaway and its legendary leader, Warren Buffett, know that his mentors in investing [...]

The Most Valuable Stock Market Investment Secret of All

By Porter Stansberry, From Daily Wealth, Porter Stansberry writes: Today, I’m going to show you one of the most advanced investment [...]

Reese On The “Quality-Value Synthesis”

Many of history’s best investors have been big proponents of investing in “quality” stocks — those that generate high returns [...]

A New Business Strategy: Treating Employees Well

By Alana Semuels, The Atlantic NORWICH, Vt.–Call centers are not, typically, very happy places—especially around the holidays. Workers have quotas [...]

More tools for teaching kids about managing money

By Mark Huffman, Consumer Affairs, Source: smckids.com Financial literacy is a hot topic in the financial industry. Polls show Americans aren’t [...]

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