A Compassionate Investor, Private Equity Fund
Toh is a non-traditional investment professional - he is patience and yet practical. He listens to understand rather than talk to be understood. He is able to assess an opportunity and its underlying assumption within 3 minutes and offer a potentially better business model. He is experienced in helping entrepreneurs evaluate the feasibility their business case and provide steps to further enhance or refine them. He is the Assistant Vice President in Private Infrastructure at Partners Group and the mentor of Green Impact Academy.
2019年,法國發生一樁罕見的訴訟案,被告是一隻公雞。一對從城市搬到鄉村居住的夫婦,控告鄰居家中一隻名為莫里斯的公雞,每日凌晨的啼叫聲讓他們無法入眠。這隻公雞輕易地得到十二萬人連署支持,最後地方法院判決公雞勝訴。2021年1月,法國參議院正式通過一條法令保護法國鄉村地區的「感官遺產」,包含各種聲音和味道例如公雞叫聲、蛙鳴、甚至牛糞味都受到法律保護。
常常在媒體看到「私募基金巨擘:美國即將迎來史詩級大泡沫」或是「避險基金經理人一個月慘賠33億元自殺身亡」這類的標題,你一定覺得很奇怪吧,這些基金在哪裡買呢?如果能賠這麼多,表示賺的時候一定賺更多,為什麼我卻買不到這種金融商品?
2019 is perhaps the year when awareness on ESG investment achieved mainstream status among investors in Asia. Asia, aside from perhaps Japan, is still in the early stage compared to Europe and US but has caught up rapidly over the past few years.
因為根據我們這些年在市場上投資、與創業團隊打交道、甚至招募綠色帶路人的經驗,我們懷疑這些分數也許可以適用於一些成熟的上市櫃公司,但恐怕裝不下現在綠色產業正在風起雲湧的,大眾創業、萬眾創新的血性。也就是說,對於一個投資人,當他想要投資上市櫃公司,也許他有ESG投資策略方法學可以協助他做決策;但當他想要投資綠色新創公司時,他手上不會有合適的方法學,他得靠純手工。
【Green Mentor's Fireside Chat】影響力投資的對象也是有條件的?! 今天就特別聊聊影響力投資人究竟投資哪些類型的公司,搞清楚投資的世界,減少對彼此錯誤的期待。
【Green Mentor's Fireside Chat】It is not about winning every match but winning the all-important final. This kind of entanglement can make quite a lot of achievements for the academia, but if you are an entrepreneur or an investor and think that way, we suggest that you should change your job!
【Green Mentor's Fireside Chat】 "I think you are right with all these. But does any of these ever make profit for you?" Every time the Green Founder’s Group gathers to discuss investment-related issues, the dialogue between our two authors will be like a ghost fight. In fact, we believe that the dialogue that plagues us must also bother you.
【Green Mentor's Fireside Chat】we talked about impact investment and how private equity funds might become one of the largest drivers behind the growth of impact investment. Before we expand this, let us go through some of the terms that are commonly thrown around.
【Green Mentor's Fireside Chat】 市場正討論一個綠色產業生態的新物種—綠色投資銀行,許多人倡議為了綠色產業的發展,臺灣應該成立綠色投資銀行。而它主要做的是用自己的專業知識和人脈,幫助企業設計募資商品,去市場上發行,吸引投資人來買,所以它本質上更像中介組織,扮演仲介的角色,跟證券交易所、創業加速器、甚至綠學院都一樣,都是在做媒合的工作。而在台灣,我們真的需要嗎?
【Green Mentor's Fireside Chat】 If the game of basketball is to score more points than your opponent, then the game of investing is to sell your assets at a higher price than it cost you to buy.
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