🎙 Guest: Daniel Jim, Managing Director, Chartwell Capital 🎙 Host: Alvin Fan, CEO, OPIM 🧠 “AI will take your job” is the wrong mindset. In this final part, Daniel and Alvin shift from capital to culture—what family offices are learning from Gen Z, and how AI is reshaping the way we work, think, and train. 💡 Inside the discussion: 🔹What interns taught managers 🔹How family offices measure “happiness” as ROI 🔹Why learning to ask better questions is the edge 🔹What AI can’t replace—and where it quietly thrives 🔹This is where investing gets personal: values, curiosity, and the next generation shaping capital No hype. Just real talk about what comes next. 00:00 – Do Young People Really Lack Work Ethic? 01:10 – How Interns Actually Use AI (and Misuse It) 02:14 – AI’s Limits: When Manual Still Wins 03:20 – Reverse Mentorship: What Interns Teach Us 04:15 – Why “Asking Better Questions” Is the Real Edge 05:47 – Managing AI Like a Team Member 06:30 – Measuring ROI Through Happiness? Yes, Really 07:40 – The Education System Isn’t Built for This 08:50 – AI, Creativity, and the New Model for Learning 10:10 – Final Thoughts: Purpose, People, and What’s Next 📅 Recorded on 12 Jun, 2025 FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.
