$2.7 trillion in venture and growth. Exposed to the fastest-growing economies on Earth. Yet most western allocators won't touch it. Why?
Eric Marchand has spent 15+ years deploying into ASEAN markets from Singapore. As Managing Partner at Collyer Capital, he's built deep networks across a region most western LPs wouldn't know how to diligence, let alone structure.
In this conversation, Eric breaks down:
The two-category arbitrage: emerging markets vs developed Asia (China, Japan, Korea)
Why chasing alpha in Asia has burned endowments and family offices
The 80-90% China concentration mistake from 2010-2021
His simple playbook for balancing regional exposure
Why Australia is his "Steady Eddie" bet for the next decade
His golden rule: "Stop looking for alpha. This is a diversification play toward high-growth economies and less leverage."
If you're an allocator looking beyond the usual suspects, this conversation will reshape how you think about Asia.