This Month in WOA #17
BJ Spring Roundtable, Quant Market Analysis, Investing in Japan, AI and Private Markets, SH Social Drink, LP Excellence
Hello,
Welcome to the World of Allocators newsletter — where investors come together to compare frameworks, test assumptions, and align for the next leg.
Scroll below to stay updated on all things WOA:
Upcoming Events - what’s new
Recent Recaps - what you missed
Content Picks - our favorite articles & podcasts
As always, our goal is to foster learning, sharing, and connectivity across the asset management industry in Asia Pacific and beyond — we look forward to hearing your feedback and suggestions to keep this community thriving!
Questions? Want to attend an event? Contact Ella Wu at ella.wu@worldofallocators.org for more info on our community and the RSVP.
Upcoming WOA Events
GPA S1: First Principles (1) — What’s Your Strategy? GP Perspective
Join us as we explore two sides of the same coin: crafting your own investment strategy, and evaluating the business plans of the teams you invest in — learning from real impressions to help you become a better founder.
📅 May 7th, 2026 ⏰ 20:30 - 22:30 HKT 📍 Online (GPA Members Only)
WOA RoW Webinar - Beyond Carbon & Silicon: From Energy Shock to System Reconfiguration in Asia
The recent energy shock is more than a supply disruption—it’s a systemic stress test accelerating massive infrastructure and industrial reconfiguration across Asia. Join our upcoming WOA webinar to explore this critical shift and discover why “bottleneck-clearing” deep tech is becoming the ultimate mission-critical investment.
📅 May 8th, 2026 ⏰9:00 AM SGT📍 Online
GPA S2: First Principles (2) — What’s Your Strategy? LP Perspective
Join us for the second session, where we tackle how to formulate and communicate your investment strategy — and present your edge. Through a Mentor LP, and group discussion, learn what truly differentiates you to allocators.
📅 May 12th, 2026 ⏰21:00 - 22:30 HKT📍 Online (GPA Members Only)
WOA SGP - Happy Hour Social Drinks
As AVCJ gathers in Singapore, the Singapore Chapter is hosting a casual WOA social drinks evening — a relaxed opportunity for good conversations and genuine connections.
📅 May 12th, 2026 ⏰18:00 - 20:00 SGT📍 Singapore
Members Only
WOA RoW Webinar - Buried Breakthroughs: A Practitioner’s Guide to Commercializing Academic Research
How do you bridge the “Valley of Death” to turn academic research into a massive commercial success? Join us for a RoW Webinar to explore the real-world journey from the lab bench to market reality.
🗓 May 19th, 2026 ⏰ 14:00 - 15:00 HKT📍 Online
WOA Monthly Members Meet & Connect
Connecting Members Across Chapters – Online
Join our casual virtual gathering to meet members from different WOA chapters, introduce yourself, and strengthen our global connections.
🗓 May 28th, 2026 ⏰ 21:00-22:00 HKT📍 Online
Members Only
Recap of Last Three Months' Events
Here’s what you missed…
3.11 WOA SH Spring Roundtable
Check out the event recap here
3.19 WOA BJ Rebuilding the AI Stack: Infrastructure, Models & Application Investment Logic
3.26 LP Excellence (LPE) - Inaugural Event: Hedge Fund Manager Selection: the Endowment Approach


Check out the event recap here
4.11 WOA BJ Spring Roundtable


Check out the event recap here
4.14 WOA SH China Quant Market Analysis



Check out the event recap here
4.23 WOA SH Spring Social Drink
4.28 WOA GBA Physical Intelligence: Robotics & The Industrial Automation Wave
Recommended Articles and Podcasts
Here are a few favorite content picks from our partners and members this month:
From our Chair Nicole Su:
Money Expert: Buying A House Is A Mistake! Becoming Rich is Simple But You Won’t Do It!
OR the Original video here:
From our community:
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
That’s all for now!
Watch this space for many more exciting developments to come — in the meantime, that’s it for this month’s newsletter. Please reply or comment with your feedback, and see you soon at the next WOA event!





