
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.
40:53
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Quick takeaways
- Frewen Lam emphasizes the strategic advantages of private markets over public ones, highlighting the potential for higher returns through operational improvements and management efficiencies.
- He discusses the significant growth opportunities in emerging markets like India and China, while stressing the need for a risk-aware approach due to political and economic uncertainties.
Deep dives
Fruin Lamb's Journey and Background
Fruin Lamb discusses his upbringing in Australia as the child of Vietnamese Chinese immigrants, instilling values of resilience and hard work. His family's struggles shaped his perspective on opportunities in the financial world. From a young age, his family's bakery taught him the basics of business and customer service. After excelling academically, he pursued a career in finance, quickly transitioning from Macquarie Bank to founding Rock Capital in his early thirties.
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