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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.

What “Disruption” Really Means? (Presentation)

By Bharat Ayyar Click on Web Link: – What “Disruption Really Means? (Presentation) 0

Margin of Danger. When you don’t know what you don’t know.

By Tim Hanson, If you’re an investor, then you know about margin of safety. Pioneered by value investor Ben Graham […]

Bill Gates, Warren Buffett, and Oprah Winfrey All Use the 5-Hour Rule

By Michael Simmons, co-founder of Empact, with Ian Chew and Shizuka Ebata, Top business leaders often spend five hours per […]

What is the most important financial advice you would pass to your children?

By Andrew Comstock, CastlebarAM, When you pass away if you could not leave any money to your children, but only […]

10 Alternative Investments Outside of Stocks and Bonds

By Jon C. Ogg, 247WallSt, Investors in 2016 have to be scratching their heads when it comes to where to […]

Spectrem study highlights expanding use of social media among wealthy investors

Social media has become a ubiquitous communications platform for most Americans, including wealthy investors, according to Spectrem Group’s newest research […]

10 Ways to Survive an Upcoming Catastrophe

By StockerBlog, Check out the mail that I’ve received in just the last few days. This is just a small […]

Henry Kravis Q&A: ‘Worry About What You Might Lose on the Downside’

By Jason Kelly, Bloomberg, Private equity holds trillions of dollars in assets, controls brand-name companies, and invests on behalf of pensions, […]

What We Can Learn From Tepper

By iBillionaire, The billionaire hedge fund manager is a resilient and resolute investor with a talent for sniffing out huge […]

John Bogle: all you need to know about investing in three words – VIDEO

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