The Asia Arbitrage: Accessing the $2T+ opportunity

$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. #ASEANMarkets #VentureCapital #PrivateEquity #AssetManagement #EmergingMarkets #ZinniaMedia