🎙 Guest: Chris Shen, Co-Founder & COO, Revere 🎙 Host: Alvin Fan, CEO, OPIM A look at where the big whales really swim in AI era venture – how a professional LP quietly buys into VC funds holding Anthropic, OpenAI and SpaceX at better terms – and what that reveals about how institutional money actually moves, and what smaller investors should (and shouldn’t) copy. 00:00 – Chris Shen’s Nonlinear Career: Family Office, Revere & Newco Academy 02:12 – AI, Geopolitics & the $22T Private Markets Boom 04:14 – Anthropic Secondaries, $900B Valuations & Private Market Liquidity 07:06 – Three Ways to Access Elite AI Names: Primaries, Secondaries & LP Interests 10:30 – SPVs, Discounts, Information Rights & Board Seats Explained 13:51 – Valuations, AI Hype, One Person Startups & Older “OG” Founders 21:06 – How to Evaluate Emerging Managers: Operator DNA, Pro Rata & Style Drift 29:41 – Where Chris Sees Alpha: Climate, Logistics, Supply Chain & AI Infra 34:25 – Future of Work: Young AI Natives, Middle Squeeze & Upskilling 38:06 – US–China Geopolitics, Hong Kong vs Nasdaq & Dual Capital Systems 44:12 – Dual Use & Defense Tech: Drones, Low Orbit Satellites & National Security 47:15 – 2026 Outlook, October Roadshow & The Next Decade of AI Era VC 📅 Recorded in May 2026 FOR INFORMATIONAL PURPOSES ONLY This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM.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.
