Inside the Rope with David Clark

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

Feb 17, 2025
Frewen Lam, Managing Partner at ROC Capital and expert in private markets, shares his remarkable journey from an immigrant background in Australia to co-founding a firm managing $8.5 billion. He dives into why private investments typically outperform public ones and discusses the untapped potential in agriculture and real assets. Frewen also sheds light on the vibrant economic prospects in Asia, specifically China and India, while exploring how savvy investors can capitalize on opportunities in private credit and secondary markets.
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ANECDOTE

Frewen Lam's Family Background

  • Frewen Lam's parents, of Vietnamese Chinese descent, instilled in him the values of hard work and resilience.
  • Their entrepreneurial journey, making and losing fortunes in Asia, shaped his perspective on risk and opportunity.
INSIGHT

Balancing Opportunity and Risk

  • Growing up in an immigrant family instilled in Frewen Lam an appreciation for both opportunity and risk.
  • This background shaped his approach to investing in Asia, always considering potential downsides.
ANECDOTE

ROC Capital's Agri-Related Real Assets

  • ROC Capital invests in food and agriculture, with both operating and non-operating strategies.
  • They own farmland and critical property plant equipment, generating long-term lease yields.
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