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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.

What Makes a Great Investor? 10 Great Investors Weigh In

By Erik Torenberg, As a follow up to our collection of Investor Tools last week, we asked 10 investors in [...]

Why Experts Reject Creativity

By Derek Thompson, The Atlantic, People think they like creativity. But teachers, scientists, and executives are biased against new ways [...]

Market Tops and Bottoms Since 1950: The October Effect

By Doug Short, Advisor Perspectives, We’re now at an early point in the Q3 2014 earnings season, which happens, of [...]

Oil Prices Continue to Define Geopolitics

From Stratfor, Geopolitical diary, Editor’s Note: Oil prices dropped steeply Oct. 14, with crude oil futures falling 4.6 percent to [...]

Warner Bros. Pumps Up Superheroes to Challenge Disney

By Anousha Sakoui and Doni Bloomfield, Bloomberg, Warner Bros., the biggest Hollywood studio, plans to release at least 10 superhero [...]

Vanguard’s $3 Trillion Man

By Kirsten Grind, WSJ, Vanguard Group’s chief executive, F. William McNabb III, runs the largest mutual-fund company in the U.S.—just [...]

These maps reveal how long you probably have to live

By Simran Khosla, Global Post, This series of maps shows how long you’ll probably live, depending on where you live. [...]

Market Valuation, Inflation and Treasury Yields: Clues from the Past

By Doug Short, Advisor Perspectives, My monthly market valuation updates have long had the same conclusion: US stock indexes are [...]

Short Seller James Chanos Targets China’s Casino Industry

By Lynnley Browning, Newsweek, Famed investor James Chanos is increasingly training his skeptical eye — and multibillion-dollar war chest — [...]

Emerging from the Global Competitiveness Ranks

By Mark Mobius, Franklin Templeton Blog, The World Economic Forum (WEF) recently released its annual “Global Competitiveness Report,” which details [...]

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