• Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri

  • Feb 17 2025
  • Duración: 41 m
  • Podcast

Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri

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  • Resumen

  • In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to co-founding ROC, now managing $8.5 billion in assets. Key Highlights: * Frewen’s transition from public to private markets—why he believes private investments outperform. * Lessons from investing in Asia, including insights into China and India's economic trajectory. * Why agriculture and real assets are the next frontier for wealth creation. * The opportunities in private credit and secondary markets—how to buy assets at a discount. * How top investors build portfolios that balance risk and long-term returns. Frewen’s sharp insights, combined with David’s wealth advisory expertise, make this a must-listen for investors looking to refine their approach to alternative assets.
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