For our 19th Silicon Global Online episode, Ask a VC Anything, our featured guest was David Lam, a general partner at Atlantic Bridge Capital. See these 10 takeaways from our wide-ranging conversation about international business and investment trends, with an eye toward China.
Online conversation with VC David Lam and Rebecca Fannin, host of Silicon Global Online, November 18, 2020.
Cash runway exam
Growing portfolio despite the virus
Bill and Melinda Gates’ $5 Million
Europe gains appeal for expansion
US-China positive synergy despite tensions
IP advice for China
Semiconductor hardware opportunity
Focus on data and speed
CFIUS in a new US Administration
David Lam is General Partner of Atlantic Bridge Capital, a 15-year-old technology investment firm focusing on adding value cross-border with offices in Palo Alto, Dublin, Munich, London, and Paris. Lam led the firm’s investments in Caption Health, Syntiant, and AtScale. He previously served on the board of Movidius (acquired by Intel). David co-founded Summit Bridge Capital, which operates the China-Ireland Growth Technology Fund.
Prior to Atlantic Bridge, David was Managing Director of WestSummit Capital where he served as its representative on the boards of Twitch (acquired by Amazon), Mirantis and Maginatics (acquired by EMC), among others. David was previously Managing Director for WI Harper, a ground-breaking US-China cross-border venture capital firm where he led the firm’s US office. His projects included the formation of Kai-Fu Lee’s Sinovation Ventures). Prior to that, David was Vice President at The Carlyle Group, a global private equity firm, after serving as head of business development for a Carlyle portfolio company. He also held various operating roles at CIENA Corporation, ONI Systems, Cisco Systems, and Proxim. David began his career as an investment banker at Robertson Stephens and Company. David is a board member, past president, and past chairman of the Asia America Multi Technology Association (AAMA). He also serves on the board of the Association of Asian American Investment Managers (AAAIM).
David holds a BS and an MA from Stanford University, and an MBA from the MIT Sloan School of Management where was a recipient of the Merit Scholarship and Patrick McGovern Award.