Archives:
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.

Tracking the Growth Catalysts in Emerging Markets

By Nick Niziolek, Calamos Investments, The majority of the improved outlook and positive returns we’ve seen year to date in […]

Inflation: An X-Ray View of the Components

By Jill Mislinski, Here is a table showing the annualized change in Headline and Core CPI, not seasonally adjusted, for […]

Here’s who holds the world’s $60 trillion in sovereign debt

By Business Insider, The world’s governments now have around $60 trillion in debt which is then sold to investors as bonds. So […]

Investing With Impact in Emerging-Market Equities

By Henry D’Auria, Ted Mann, AllianceBernstein, Emerging markets are beginning to attract attention after five tough years. Beyond the return […]

Global Asset Classes: 10-Year Expected Returns​

https://www.researchaffiliates.com/en_us/asset-allocation.html As of 07/31/2016. Source: These expected returns are calculated by Research Affiliates LLC using data provided by MSCI Inc., […]

Major Changes Seen in Warren Buffett and Berkshire Hathaway Stocks: Apple, Wal-Mart, Phillips 66, Deere and More

Jon C. Ogg, 247WallSt, Berkshire Hathaway Inc. (NYSE: BRK-A) has released its public equity holdings as of June 30, 2016. […]

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 […]

Loading...
Join Oxstones Investment Club's Daily Newsletter