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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 (emerging markets). Liu-Yue also co-founded Cute Brands, Inc. – Cute and Happy with a Cause! 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, and also supports select charities (WWF, WCS, and ASPCA) through consumerism. A NYC native, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group. Prior to M&T, he held a number of positions in emerging markets bonds and Latin American equities 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 a Bachelor of Science in Finance and Marketing from the Stern School of Business at NYU, and an MBA specializing in investment management and strategy from Georgetown University. He also completed graduate studies in international management at the University of Oxford, Trinity College.

Lunch With T. Boone Pickens

By Morgan Housel, Motley Fool, Two years ago, rapper Drake offered his 14 million Twitter followers some life advice. “The [...]

The Economic Cost of Brazil’s Spending Spree

By Mark Mobius, Franklin Templeton Blog, Brazil has been on a spending spree during the past few years, which, unfortunately, [...]

Uncovering Opportunities in Emerging Markets

By Mark Kiesel, Pimco, Emerging markets have underperformed expectations, but the longer-term secular outlook remains constructive for many regions. Highly [...]

Real-Estate Crowdfunding Finds Its Footing

By Andrew Blackman, WSJ, Sites Offer Small Shares in Commercial Properties Before last year, Ed Medley had never invested in [...]

Dare to be Great II

By Howard Marks, Oaktree Capital, Memo to:           Oaktree Clients From:                   Howard Marks Re:                       Dare to Be Great II In September [...]

Direct Lending Takes Off in Europe

By Noémie Bisserbe in Paris and Jeannette Neumann in Madrid, WSJ,   U.S. investment firms are peddling loans to small [...]

Buffett’s value bet on Canadian energy stocks

By Bryan Borzykowski. CNBC, Last June, Warren Buffett surprised a number of investors by sinking more than $500 million into [...]

The best real estate plays in 25 years

By Lawrence Delevingne, CNBC, The global real estate market in 2039 will be city-centric, with an increased focus on Asia [...]

A Look Back At The First Quarter

By JC Parets, Now that we’re officially in the second quarter of 2014, we can look back at Q1 to [...]

Major Public Pensions Hit All-Time High of $3 Trillion

By Jon Ogg, 247WallSt, The U.S. Census Bureau has released data on year-end pension assets for 2013 from the 100 [...]

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