
🎙 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
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