We’ve said it before and we’ll say it again – the opportunities in the Asian investment landscape are nuanced, emerging, and incredibly attractive. But on top of the excitement around the opportunities, there’s also gated access and a general list of unknowns that can make investors think twice; so, in this episode, we’re joined by Alvin Fan, CEO of OPIM to check off the list of questions and give you more clarity on investing in the Asian markets. Today, Alvin is giving you the inside scoop on OPIM, alternative investment demand, health hacks, manager standpoints from Asia, cap intro events, E/W – W/E investment opportunities, OPIM structure for investment opportunities, QFII updates, more hedge funds than Taco Bells, Chinese A-shares, futures markets in Asia, Clone Wars, growth of investor class, and the Asian investment landscape.

Chapters:
00:00-02:10=Intro
02:11-17:10=The leap from Canada to Hong Kong
17:11-33:10=Upgrading OPIM
33:11-42:54=Accessing China through Hong Kong & Two Untouched Opportunities
42:55-54:55=QFII: Getting Money Onshore
54:56-01:11:55=Strategies in China & the Search for Talent
01:11:56-01:20:43=Asia-X
01:20:44-01:25:06=A Star Wars Chat
01:25:07-01:29:10=Favorites

Sign up for OPIM’s Cap Intro event here: https://opim.ac-page.com/202104opim-connect

From the episode:
• Dell Stock Chart: https://yhoo.it/3uwPC5y
• Chinese futures volumes getting big…like a billion contracts big: https://www.rcmalternatives.com/2020/02/chinese-futures-volumes-getting-biglike-a-billion-contracts-big/

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Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

Japanese firm SoftBank has announced plans to create a second mega fund aimed at advancing artificial intelligence. It has not provided concrete details on the kind of investments it is targeting, but that has not stopped big names like Microsoft, Apple and Hon Hai from pledging investments worth US$108 billion.

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LTK President and co-founder Amber Venz Box joins Bloomberg’s Caroline Hyde to talk about how LTK will use the recent capital from SoftBank’s $300 million stake in the company, valuing it at $2 billion, and where they see the most growth internationally.

How did SoftBank appear to invest a billion dollars in Wirecard without losing a penny? The trick is that they didn’t put in any money at all. Not only that, but Softbank employees profited from the trade without Softbank itself profiting. WDI.DE

This is a follow up to my earlier video on Wirecard: https://youtu.be/tVBCXSrk8fs

When Warren Buffett invests in a company, that the company’s stock goes up, because other investors mimic Warren Buffett and buy the stock too. This is type of thing is often referred to as a “halo effect.”

In Silicon Valley, SoftBank has its own halo effect, when Softbank puts money into a company, they are known for introducing the company to their other portfolio companies, creating a virtuous cycle that other investors might want to come along for.

What SoftBank appears to have done with their wirecard investment is monetize their halo effect, separate it out from any long term investment returns and simply profit from any pop in valuation from their reputation and stamp of approval from having selected Wirecard.

SoftBank never actually put any money into Wirecard according to Bloomberg. Instead, SoftBank facilitated a $1 billion convertible bond deal for the German digital payments company without investing any cash.
The trade managed to monetize the SoftBank investment halo, but SoftBank itself didn’t make any money off of it. Senior executives at SoftBank profited from this trade along with the government of Abu Dhabi. SoftBank is now trying to distance itself from Wirecard, now that the German payments company has gone bust. They are seeking to terminate their five-year partnership formed with Wirecard in April 2019, according to a Bloomberg article.

If a business is careless with its reputation it can end up losing it.
Let me know in the comments below what you think of this SoftBank trade and of Credit Suisse’s involvement?

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