The Investor With Joel Palathinkal
The Investor With Joel Palathinkal

The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

Join us as Troy Rosales(Connexa Capital) shares his journey from community college to Cornell University, his roles at Houlihan Lokey and Platinum Equity, and his current work with Connexa Capital. Troy discusses the differences between venture capital and private equity, strategies for transferring to Ivy League schools, and cultural insights from Cornell. He offers advice on finance sector interviews, skill development, and venture investing. Learn about key metrics for early-stage investment, balancing hype with fundamentals, and minimizing portfolio losses. The episode concludes with Troy's advice on risk-taking and career opportunities.
In this episode, Vanessa Chung explores valuation methodologies, sustainability, and cleantech trends. She shares insights into the evolving cleantech landscape and the circular economy. The discussion covers equity research fundamentals, sustainable and ESG investing, and valuation methods like multiple and discounted cash flow (DCF) approaches, using Apple as a case study. Vanessa examines forecasting Apple's free cash flows, terminal value, discount rate, and WACC. The episode also discusses enterprise and equity value calculations, model adjustments, sensitivity analysis, and comparables. Vanessa highlights using Koyfin for public company research and shares workflows for evaluating investments and exits.
In this episode, Rahul Rana from Lux Capital joins to discuss his journey into venture capital, focusing on deep tech investments. The conversation covers Lux Capital's investment thesis, emerging trends in foundational markets, and the potential of space exploration and human-technology integration. Rahul shares insights on assessing deep tech startups, founder psychology, and overcoming industry challenges. He delves into moon colonization, satellite internet, and life extension prospects. The episode also explores deep tech in ESG and energy, investment stages, and Rahul's experience writing "Making Moonshots". The discussion concludes with life advice, serendipity in investing, and future writing plans.
In this episode, Alison DeNardo shares her venture capital journey, highlighting confidence in deal-making and diverse work experiences. She discusses her early life, education, and parental guidance in shaping her career. Alison talks about her time at Atrium, forming Mac Venture Capital, their portfolio, and launching Alden. The conversation covers innovative job application methods, Mac Venture Capital's focus, and Charles King's role in celebrity investments. Alison provides strategies for entering hot deals, building founder relationships, overcoming gender bias, and offers insights on successful founders, networking in VC, and mindfulness.
In this episode, Joel Palathinkal chats with Sarah Leners about her venture capital journey at Bull City Venture Partners. They explore Bull City's investment strategy, deal sourcing, and managing differing opinions in deal flow. Sarah offers advice for first-time fundraisers, discusses tools for sourcing deals, and shares insights on venture capital recruiting. They also talk about empowering female investors and translating banking skills to VC. The episode wraps up with reflections on regional valuation differences, building connections, and optimizing collaboration time, along with audience questions on startup cash flow structuring.
In this episode, Oscar Ramos shares his journey to China and his diverse background leading to his role at SOSV. He discusses his early career in R&D, challenges in China, and the evolving startup community there. The conversation compares tech ecosystems in Europe and China, touching on entrepreneurship and risk perception. Oscar explores adapting to the Chinese market, regional tech ecosystems, and UI/UX differences. He offers insights into data-driven design and customer engagement. The episode concludes with SOSV's investment strategies and thoughts on emerging fund managers and future plans.
In this episode, Joel Palathinkal and guest Kate Brodock of W Fund, explore venture capital with a focus on underrepresented founders. Kate discusses launching a VC fund and building a community at scale. Topics include early-stage founders' needs, accelerator structuring, and virtual vs. in-person event dynamics. They cover strategies for engaging limited partners, diligence criteria, and investment opportunities. Case studies of innovative companies are highlighted, followed by audience questions on community building, mental health in startups, and the future of marketplaces. The episode wraps up with insights on targeting LPs and challenges for first-time fund managers.
In this episode, Joel Palathinkal is joined by Tracy Chadwell of 1843 Ventures to explore the intersection of autonomous transportation and venture capital. Tracy shares her journey from law to finance, highlighting the significance of 1843 and Ada Lovelace. They discuss cross-border investments in Asia and the role of angel investing and venture partners. The conversation delves into aging tech, examining challenges, opportunities, and innovations in elderly care. Tracy emphasizes impact investing in mobility solutions and explores longevity finance strategies. They discuss venture capital fund strategy, the importance of relationships, and fund-raising tactics. The episode concludes with insights on SilverTech's market potential and Tracy's mentor advice.
In this episode, Joel Palathinkal welcomes Daria Abbaei from Naples Technology Ventures to discuss her background and the evolution of the Naples tech ecosystem. They explore the benefits of a lean venture fund, best practices in sourcing and screening deals, and current cybersecurity trends, including the use of honeypots. The conversation shifts to robotics, military applications, and tech trends in Florida. Daria shares insights on investor relations, raising capital, and community building strategies. They also discuss breaking into venture capital, the significance of networking, hiring for VC roles, and managing team dynamics. The episode concludes with thoughts on mentorship and maintaining humility in the industry.
In this episode, Joel Palathinkal is joined by Anna Raptis of Amplifica Capital, to discuss her purposeful strategy targeting women investors and her journey into venture capital. Anna shares her early career influences, including her family's business and roles at the UN and World Bank, which shaped her focus on impact investing and financial inclusion. They explore the establishment of Amplifica Capital and its gender lens approach, along with the challenges Anna faces as a sole GP in the US. The conversation touches on mission alignment, advice for emerging fund managers, and educational content for LPs. They also cover investment strategies in Latin America, support for female fund managers, and audience interaction, concluding with networking insights and acknowledgments.
In this episode, Joel Palathinkal chats with Steven Melia about his career shift to True Search and OpenView Ventures. They explore hiring in venture funds, strategies for joining top VCs, and OpenView's diverse team approach. Steve highlights the value of sales skills, personal branding, and a unique perspective in venture capital. They discuss crafting a career narrative, transitioning into venture, and essential skills for different VC stages. Topics include financial models, product-led growth (PLG) strategies, effective networking, blogging for differentiation, evaluating PLG companies, and SEO. The episode concludes with a nod to the OpenView podcast.
In this episode, Joel Palathinkal engages with Brynne Kennedy from Impact VC to discuss her career journey and the significance of connection points in professional growth. They delve into strategies for new fund managers on fundraising and building relationships with limited partners (LPs), addressing the importance of fund materials, follow-up, and scheduling etiquette. Brynne shares insights on constructing a sales team, utilizing LinkedIn for hiring, and defining the characteristics of early-stage salespeople. The conversation explores marketing's supportive role in sales, effective communication, and nurturing. They also cover demand generation, growth marketing, and offer life advice, including incentives for pipeline and deal generators.
In this episode, Joel Palathinkal and Carlos Torres explore the venture capital scene in Mexico and Latin America. Carlos discusses his path into VC and founding AMG Block, emphasizing its global reach. They cover the shift from the ICO boom to a traditional VC fund, fundraising strategies, and the LP ecosystem. Topics include tax considerations, emerging vs. established managers, and shared challenges. Carlos offers insights on deal flow, key sectors in Mexican FinTech, and AMG's focus on NFTs, collectibles, and DeFi. The episode wraps up with advice for new fund managers and the importance of in-person LP interactions in Latin American finance.
In this episode, Joel Palathinkal chats with Melissa Pegus from TechSquare Ventures about her journey in venture capital and her entrepreneurial family background. They explore her shift from college to product management, her e-commerce experience, and the impact of Buy Now Pay Later on consumer trends. Melissa shares insights on evaluating consumer deals, startup growth, and scaling sales. They also discuss her transition to venture capital, firm value propositions, and participation methods. The episode covers venture capital roles, ESG, climate tech, and university spinouts, with audience questions on startup investments and portfolio management.
In this episode, Joel Palathinkal and Matt Cohen (Ripple Ventures) explore Matt's journey from New York to venture capital, the emergence of Silicon Alley, and high-frequency trading. They discuss the evolution of electronic trading and its link to crypto markets. Matt shares his venture capital transition, emphasizing mission alignment in acquisitions. The conversation covers PR, marketing, and success stories of bootstrapped companies. Matt talks about founding Ripple Ventures, managing funds, and strategies for fundraising and performance reporting. The episode also touches on building LP relationships, personal branding, and offers advice for aspiring venture capitalists, including insights on the Ripple fellowship program.
In this episode, Joel Palathinkal and Rachel Sachs of Sweater Ventures, explore early investment lessons, career challenges, and childhood influences on mental health. They critique education and discuss Rachel's experiences with Sweater and women's roles in venture capital, as well as Ethereum excitement. The pandemic's influence on retail investing, marketing, and venture capital careers are examined. They discuss transitions from engineering to VC, investment conviction, and scout management. The episode covers fund evolution, product management, consumer and B2B deep tech investments, trend predictions, and media's role in VC, highlighting the importance of community, mentorship, and life satisfaction.
Faye Sahai from Vinaj VC joins Joel Palathinkal, to delve into genomics, longevity, and preventive healthcare. Faye discusses her shift from healthcare to venture capital, comparing corporate and traditional VC paths. The episode highlights strategic investing, corporate VC growth in healthcare, emerging technologies, and key investment sectors. They explore chronic conditions' impact on healthcare and financial planning, focusing on senior tech and Telocity Fund's senior care market. Topics include AI-driven mental health solutions, employee retention, and HIPAA compliance, concluding with insights on due diligence, fund structure, networking strategies, mentorship advice, and announcements.
In this episode, Joel Palathinkal chats with Andrew Karima from Cantos VC about his transition from football to entrepreneurship and venture capital. They discuss the roles of product management and content creation in VC, the interview process, and skills development. The conversation covers investment in deep tech, nuclear energy, renewable energies, and quantum computing challenges. They compare university innovation with online platforms, merit-based employment, and the importance of proof of work. The episode also touches on traditional education versus skill-based learning, personal branding, and preparing for a VC career, concluding with insights on the metaverse and future media technologies.
In this episode, Joel Palathinkal, Chris Yeh, and John Robinson explore venture capital and community building. They discuss the importance of initiative, Chris Yeh's career, and his experiences with Reid Hoffman and Peter Thiel. The conversation covers blitzscaling, deal access strategies, seed round trends, and crossover funds. They offer advice for fund managers and traits of successful founders, drawing insights from Ted Lasso. The episode wraps up with guidance on intellectual property protection for founders.
Jessica Carr joins Joel Palathinkal to discuss her journey from Impossible Foods to founding Coyote Ventures. She shares her investment thesis in food tech and femtech, exploring the industry's landscape and resources. They delve into university partnerships, deal sourcing, and essential qualities for investment teams. The conversation also covers crossover funds, retail investing, and fund formation platforms. Jessica highlights building community with LPs and shares strategies for deal flow and productivity. Audience questions address investing in Impossible Foods, with Jessica offering insights from mentors and the role of intuition. The episode ends with closing remarks and gratitude.
In this episode, Joel Palathinkal talks with Kelsey Chase who is the Founder of Aumni, about the origins and development of Omni, a platform designed to support emerging funds. Kelsey provides insights into Omni's core value proposition, venture capital firm management, and compliance essentials. They explore MVP development, international market trends, and strategic advice for emerging fund managers. The conversation covers LP interests, due diligence, and pipeline strategies, alongside legal data utilization in deal structuring. They also discuss opportunities and challenges in private markets, comprehensive data strategies, pro rata rights, and follow-on round strategies. The episode concludes with advice on adding value and building investor relationships.
In this episode, Joel Palathinkal chats with David Teten of Versatile VC about his career journey and founding Harvard Business School Alumni Angels of New York. David shares insights on transitioning to venture capitalism, addressing founders' challenges, and starting Versatile VC. They discuss emerging manager trends, co-investment strategies, sector-focused funds, and understanding LP motivations. David also offers advice on mentorship, public speaking, and crafting compelling pitch decks. The episode wraps up with a comparison of equity rounds and SAFE notes, tackling high startup valuations, and guidance for syndicate managers.
In this episode, Nardo Manaloto of Qbits Ventures joins Joel Palathinkal to explore the quantum technology landscape and the creation of Qubits Ventures. They discuss quantum sensors, photonics, and Nardo's journey from Kaiser Permanente to venture capital. Nardo offers advice for new fund managers, insights on deal sourcing, and evaluating quantum startups. The conversation touches on quantum's impact on Neuralink, cryptography, and AI, alongside audience questions on NLP in healthcare. They also discuss deep tech team dynamics, business challenges, patents, fundraising, VC relationships, and the academic business mindset, concluding with quantum technology verticals and mentorship.
In this episode, Joel Palathinkal is joined by Shambhavi Asuri of ZX Ventures to delve into the nuances of corporate and traditional venture capital, with a focus on ZX Ventures' strategy. Shambhavi shares insights on data analytics in corporate VC and explores innovation trends, including biotech applications in the beverage industry. The conversation covers transitioning into venture capital from other fields, evaluating investments, and the importance of KPIs. They discuss standardizing KPIs, setting benchmarks, and brand incubation processes. The episode also highlights future trends in deep tech for beverages and offers resources for industry trends and professional growth.
In this episode, Sasha Datta from GE Vernova joins Joel Palathinkal to discuss her journey from a personal background to a successful career in finance. Sasha shares insights into balancing personal life with a demanding career and her experiences during the financial crisis while at EY and GM. She talks about overcoming personal challenges, her return to GE, and her roles in cash and risk management at GE Capital Americas and Synchrony Financial. The conversation delves into GE's corporate culture, the significance of honesty and empathy in venture-backed companies, and strategies for handling conflicts. Sasha also discusses GE Vernova's formation, risk management, M&A advice, pension fund management, and the importance of continuous learning.
Join Mark Yde of Hector Ventures and Joel Palathinkal as they explore Mark's venture capital journey. Mark discusses his family influences, initial interest in law, and the role of intellectual property and technology in healthcare. They also explore the potential of psychedelics in neuroscience and PTSD treatment. Mark highlights how sales skills translate to venture capital, emphasizing networks, partnerships, and sales tactics. He addresses imposter syndrome, the impact of travel, and building credibility across sectors. The episode wraps up with audience questions on favorite investments, storytelling, and advice for aspiring LPs.
Join Romain Diaz of Satgana and Joel Palathinkal as they explore the world of venture studios. Romain discusses his background, investment strategies, and operational resources. They examine venture studio models in France and Belgium, equity considerations, and development. Learn about investment screening, scorecard pillars, and identifying impactful teams. The episode covers trends in long-term impact investment, regional venture ecosystem variations, and co-investment opportunities. Romain shares insights on climate change sectors, technology, and nuclear fusion, along with career advice and thoughts on the future of venture studios.
In this episode, Eugenio Gonzalez from Plug and Play Ventures joins Joel Palathinkal to discuss his journey from law to venture capital and his role at Plug and Play's unique platform. Eugenio shares insights on key attributes and strategies for VC candidates, emphasizing the importance of branding and culture in the industry. The conversation covers career transitions for legal professionals and explores trends in tech, entrepreneurship, and Insurtech. Eugenio discusses assessing risk in startups, traits of successful founders, and the impact of new technologies on insurance. The episode concludes with audience Q&A on VC career paths, advice on developing an investment thesis, and guidance for aspiring venture capital analysts.
In this episode, Kofi Ampadu of Sku'd Ventures joins Joel Palathinkal to discuss his journey from Kraft Foods to entrepreneurship and venture capital. Kofi shares his decision to raise a fund for pre-seed CPG companies and highlights the importance of networking in VC. He reflects on his experiences at General Mills and launching a beverage company, covering market entry strategies and distributor partnerships. The conversation also touches on marketing for DTC companies, QR code impact, and beverage industry trends. Kofi discusses CPG investments, health and wellness innovations, and the merging of hardware and software in consumer goods, concluding with insights on fitness tracking devices.
In this episode, David Yakobovitch from Data Power Ventures joins Joel Palathinkal to discuss the evolution of big data players going public and his career journey, including his current role at SingleStore. David shares insights into investment strategies and industry experience in data startups, highlighting the data science investment landscape and exciting segments. The conversation explores the future of quantum computing and offers advice for aspiring investors. David emphasizes the importance of partnering with accelerators, LP relationships, and trends in DevOps and cloud strategies. The episode also covers advances in data storage, biopharmaceutical research, breaking into venture capital, and building a strong community, concluding with mentorship insights.
In this episode, Andrew Cleland who is the Chief Investment Officer of Techstars, shares his journey from early career interests to significant roles at Techstars and Time Warner. He discusses his entrepreneurial beginnings and the transition to Time Warner post-9/11, emphasizing talent attraction and retention strategies. Andrew reflects on his experiences at Comcast Ventures, offering career advice on upskilling and distinguishing between venture capital and private equity skills. The conversation delves into Techstars' role in the venture market, investing in deep tech, AI's impact, and accelerator acceptance criteria. Andrew concludes with insights on knowing your business, focusing on early-stage startups, and the importance of giving back.
In this episode of The Investor podcast, Gregory Kammerer joins Joel Palathinkal to explore first and second-generation family investors. Gregory shares his journey from entrepreneurship to venture capital, law, and private equity. The discussion covers educating family offices, generational investment differences, and expanding roles. Gregory highlights tax strategies, public money management, and restructuring family office investments. They also discuss "Die With Zero," focusing on wealth transfer planning. The episode concludes with advice on starting early and debunking the myth of overnight success.
Join Mark Phillips from 11 Tribes Capital as he shares his journey from startup failures to founding a unique venture firm. Discover the insights behind Eleven Tribes Capital and the Cadence Group's support for entrepreneurs. Explore the evolving venture capital landscape, entrepreneurship's rise, and the great resignation. Mark offers advice on supporting entrepreneurs beyond capital, differences in fundraising, and the importance of verification. Gain tips on starting a venture firm, building an LP pipeline, and fostering community. Learn about skills for VC success, creative fund structuring, and building relationships with major VC firms.
In this episode, Tatiana Mulry from Steamwork VC shares insights into her journey from early life and education to impactful roles in investment banking and at MasterCard, where she contributed to digital transformation and global mobile strategies. Tatiana discusses her transition from corporate life to the startup ecosystem, offering valuable growth marketing insights and bootstrapping strategies. She emphasizes mentoring underrepresented founders and details the inception of Steamwork Ventures, its investment thesis, and focus. The conversation also explores her entrepreneurial journey in starting a venture fund, future innovations in VC, and includes audience questions on collaborations, educational pursuits, and engaging with LPs.
In this episode, Lolita Taub from GANAS Ventures shares her journey from South Central LA to becoming a venture capitalist. She discusses her transition into VC, focusing on community impact and corporate experience. Lolita offers strategies for aspiring VCs, emphasizing trust, relationships, and the importance of "why." The conversation covers community engagement, The Last Co, and differentiating VC funds through community efforts. Lolita also provides insights into the Latin American market, balancing investment processes with community building, and pursuing happiness and meaningful connections. The episode concludes with advice on starting in VC and engaging authentically.
In this episode, Diana Swinton from Suffolk Technologies shares her insights on venture capital and the construction technology landscape. She discusses Suffolk Technologies' investment focus and her startup experiences, highlighting challenges and future trends in the sector. The conversation explores the pandemic's impact on construction and the shift to hybrid work models. Diana draws lessons from Dell's networking strategies and emphasizes the importance of evaluating early-stage companies. The discussion also covers trends in construction tech, including labor, security, marketplaces, and asset management. Diana concludes with advice for aspiring venture capitalists and extends an event invitation.
In this episode, Debneel Mukherjee Decacorn VC shares his journey from India to becoming a venture capitalist and building a fintech startup in Singapore. He discusses the contrasting perspectives of venture capitalists and founders, offering insights into contrarian investing and early challenges. The conversation delves into investment strategies, startup ecosystems, and financial strategies for growth. Debneel highlights exit strategies, particularly differences between Asia and America, and the role of secondary markets. He provides hiring advice, discusses the democratization of VC investments, and explores future technology trends. The episode concludes with thoughts on community building in VC, humility, and advice for emerging fund managers.
In this episode, Katelyn Donnelly from Avalanche VC shares her journey from McKinsey to becoming a venture capital leader. She discusses founding Pearson's corporate VC arm, her work with Delivery Associates, and insights into government projects. Katelyn offers career advice for new investors, trends in education, and transitioning into venture capital or private equity. The conversation also covers communication skills, portfolio strategies, cross-border investments, and the impact of AI on venture capital. The episode wraps up with audience questions on balancing VC goals with a full-time job and starting with SPVs.
In this episode, Nicholas Ooi from Superseed Ventures delves into the venture studio model and his journey in the Australian startup ecosystem. He shares insights from his educational and consulting background that shape his venture capital approach. The discussion covers the evolution of Australia's startup scene, SuperSeed Ventures' investment thesis, and trends in the built environment sector. Nicholas also addresses labor market trends, workplace flexibility, and strategies for deal sourcing. He highlights the benefits of the venture studio model, evaluates early-stage founders, and offers career advice for aspiring venture capitalists, along with insights into SuperSeed's international investments and construction tech opportunities.
In this episode, Megan Ananian from The Helm VC, discusses her career shift from policy to investment banking, her time at Yale SOM, and her role at Wells Fargo. She talks about joining Seed Invest, founding The Helm women's syndicate, and the significance of VC branding and media. The conversation covers market shifts, launching a VC community during the pandemic, and the benefits of virtual meetings. Megan also explores traditional vs. virtual investing, sector-specific funds, and trends in Web3, crypto, and NFTs. The episode wraps up with insights on tech layoffs, flexible work schedules, and networking events.
Join us as Anna Garcia from Anna Garcia, shares her journey from Merrill Lynch to entrepreneurship, detailing her roles at Jefferies, JPMorgan, and her startup ventures. She discusses the 2008 financial crisis's impact on careers, work-life balance, and her dive into the startup ecosystem through angel investing. Anna highlights mentorship, relationship building, and forming Runway, exploring venture fund dynamics. Discover insights on venture capital opportunities, portfolio management, risk mitigation, and co-investment strategies. Anna addresses brand building, fund creation, and delivering returns to limited partners in this informative episode.
In this episode, Adam Cho from Tundra VC delves into the benefits and challenges of multi-partner funds and his venture capital journey. He discusses profitability in overlooked sectors, frameworks for starting and managing a fund, and strategies for deal sourcing and decision-making. Adam also covers managing deal flow, selecting organizational tools, and effective communication with founders and LPs. He shares advice on pre-seed investing, evaluating founder passion, and marketing strategies. Additionally, the episode explores tech trends, consumer behavior, the future of the food industry, automation's societal impacts, and guidance for emerging managers in economic downturns.
In this episode, Brandon Maier from LvlUp Venture discusses his journey from venture capital to the crypto space, sharing challenges faced in founding a crypto exchange and lessons from failures. He highlights the impact of Quake Accelerator, family office councils, and leveraging university resources for startups. Brandon also explores his venture into VC, building LevelUp, and insights into breaking into the industry. The conversation covers talent acquisition trends, LinkedIn's role, raising a fund, and fostering investor relationships. Brandon concludes with advice on creativity, innovation, tech stack challenges, and transitioning roles in the VC landscape.
In this episode, George Bandarian from Untapped Ventures discusses his journey from early life influences to selling a business and founding UNTAP Ventures. He shares insights on the venture studio model and hybrid studio accelerators, focusing on growth marketing strategies for B2B SaaS and Web3. The conversation covers early-stage validation, community building, and synergies with venture capital. George explores marketing trends, future technologies, and the evolving nature of work, along with evaluating founders. He provides advice for emerging fund managers and the significance of hosting events, highlighting content marketing and creating Web3 events. The episode concludes with information on joining the studio and final remarks.
In this episode, Bridget Duru from Rethink Education discusses her career path and the importance of inclusion in venture capital. She addresses current challenges within the education system and Rethink Capital Partners' mission and market dynamics. The conversation delves into AI's impact on education, hiring processes, and the innovations driving proficiency in the sector. Bridget highlights new job creation in the "Orchestrator Age" and the significance of workforce development and life skills education. She explores the care economy and AI's societal role, including AI companions' personalization and associated criticisms. The episode concludes with investment insights and mentorship advice.
In this episode, Vanessa Larco shares her journey from a childhood immersed in tech to a career in venture capital. She discusses early influences, building resilience through cold calling, and financial literacy education. Vanessa recounts her time at Georgia Tech, majoring in computer science, and balancing social and academic life. She reflects on internships, career aspirations, and experiences at Microsoft during the financial crisis. The conversation covers her career transitions, including roles at Playdom, Twilio, and Box, and her move to venture capital. Vanessa offers insights for product managers transitioning to VC and concludes with advice on overcoming the fear of failure.
In this episode, Diane Yoo of Filkor Capital and Maria DeMaracho discuss their roles at Philcore Capital and their career journeys. They emphasize Asian American representation, community engagement, and challenges faced by female investors in venture capital. The conversation highlights the role of data, social media's impact, and the importance of digestible content. They explore omni-channel strategies, content monetization, and growth across platforms, addressing the evolution of the Asian ecosystem in venture capital. The episode concludes with insights on empowering Asian American entrepreneurs and key learnings from 2022.
In this episode, Alex Dam from Hillfarance VC shares his journey from New Zealand into fintech and venture capital. He discusses startup involvement, entrepreneurial competitions, and challenges in VC internships. The conversation covers the future of work, brand building, and Hillfairance's unique models. Alex offers strategies for networking and fundraising on Twitter and emphasizes storytelling in sales. He also explores communication with LPs and the importance of personal connections. Insights into New Zealand's tech ecosystem and traits for successful VC and founder dynamics are provided, along with advice on avoiding investment pitfalls.
Join Ihar Mahaniok from Geek Ventures as he explores New York's post-pandemic business scene and his journey into investing, highlighting the impact of his technical background. Discover how technical and leadership experience shapes investment choices and learn about the key traits of successful startup CEOs, with a focus on adaptability. Ihar shares insights into building a venture firm, emphasizes his passion for investing in immigrant founders, and offers advice for emerging VCs. He also addresses transitioning from engineering to investment and discusses the current macro environment in VC. The episode wraps up with networking tips.
In this episode, Nikhil Nayer from Rogue Insight Capital joins to discuss his transition from asset management to the startup ecosystem and his decision to pursue an MBA. The conversation highlights the Canadian startup ecosystem, emphasizing regional focus and investment strategies, including impact investing and sustainability deals. Nikhil shares insights on the attributes of successful founders and macro effects on startups, identifying red flags in funding. The discussion provides valuable advice for aspiring venture capitalists and explores the accessibility of VC. The audience Q&A addresses the impact of inflation on startup funding. The episode concludes with closing remarks and contact information for further engagement.
In this episode, Elias Can from Grishin Robotics joins to discuss his journey through investment decision-making, secondary markets, and his transition into venture capital and angel investing. The conversation starts with Elias's background and early life, leading into his career navigation and the evolution of secondary markets. Elias shares insights on the importance of community and conviction in investment decisions and his experiences breaking into the VC world. They delve into his role at Grishan, exploring its investment thesis, strategy, and key performance indicators. The discussion also covers trends in robotics, AI, and machine learning across various industries. The episode wraps up with closing remarks and insights into networking opportunities.
In this episode, Serhat Cicekoglu from Sente Ventures joins to discuss his career transition into venture capital and his approach to hypothesis-driven investment and hybrid fund strategies. The conversation delves into the unique challenges engineers face as investors and the importance of systematic thinking in risk assessment, particularly in deep tech investments. Serhat shares insights on the evolution of the scouting process, due diligence, and the significance of building strong relationships with founders. They explore trends in international deep tech and transformative technologies, as well as the impact of global connectivity and innovative credit scoring. The episode concludes with advice for emerging fund managers and LP relationship strategies.
In this episode, Buddy Foster joins to discuss his journey from early entrepreneurial experiences to venture capital. Buddy shares insights from his family background and his first business venture, leading to founding Sidetrack Coffee with a unique model. He elaborates on the challenges and expansion of the business and his transition into tech, eventually leaving Sidetrack. The conversation compares private equity with venture capital, exploring coffee brand visions and bootstrapped business examples. They discuss entrepreneurial motivations, recession-proof businesses in the Midwest, and Buddy's entry into venture capital. The episode concludes with insights on Midwest venture capital opportunities, mentorship, and advice for students.
In this episode, Meagan Crawford of Space Fund joins Joel Palathinkal to delve into the world of space entrepreneurship. Meagan shares her journey from a career shift to founding the New Space Business Plan Competition and Space Fund. The discussion covers the evolution of space startups, challenges they face, and fundraising for space ventures. They explore prospects in asteroid mining, satellite industry needs, and commercial opportunities in space. The conversation touches on lunar ventures, legal issues, and human settlements in space. Meagan highlights Elon Musk's influence, material science in microgravity, and space investment opportunities. The episode concludes with mentorship advice and insights into global investment trends in the space sector.
In this episode, Chris Aydam of Midnight Venture Partners joins Joel Palathinkal to share insights on venture capital, focusing on consumer product metrics and strategies. They discuss e-commerce advertising challenges, especially iOS updates, and ad spend strategies on social media. The conversation covers omnichannel strategies, revenue milestones, and market trends. Chris highlights regenerative agriculture, food tech investments, and alternative proteins. They also explore early-stage investment evaluation, retention, content creators, and the future of legacy CPG brands in AI and Web3. The episode wraps up with exit strategies, leveraging accelerators, and persistence in venture capital.
In this episode, Himalaya Rao of BFM Fund joins Joel Palathinkal to explore asset creation in nonwhite communities. Himalaya discusses her journey from social work to venture capital and the role of entrepreneurship in BIPOC communities. They examine race, class, and entrepreneurship, comparing entrepreneurship with corporate jobs in underserved areas. The conversation covers bootstrapped business sustainability, debunking venture capital myths, and non-dilutive funding options. They also discuss venture capital insights, thematic funds for Black founders, co-investing strategies, and the importance of fostering relationships and support for diverse funds.
In this episode, Jonathan Beda joins Joel Palathinkal to discuss the evolution of boutique fitness studios and his journey from Zumba to Zoombini. They explore venture investments, SPVs, and the launch of Connexa Capital. The conversation covers Zumba's growth, business models, and music licensing. They also discuss the creator economy, customer acquisition, and revenue models for content creators. Additionally, they touch on family offices in venture capital, allocation strategies, inflation's impact, and liquidity. Jonathan shares insights on fund administration, mentorship, and building SPVs, offering advice on adding value and assessing risk.
Join Kendall Gee-Wing from BDev Ventures as he explores his journey into private equity, sharing insights on skills needed for successful founders and investors. Discover the art of brand building, market analysis, and private equity deal sourcing. Kendall highlights B Dev Ventures' investment strategies, focusing on platform companies and understanding customer needs. Learn about essential skills for a career in private equity, Vancouver's venture capital scene, and startup trends. The episode also touches on technological innovations like generative AI, mentorship lessons, and personal growth, concluding with an audience Q&A on tech demos and fundraising.
In this episode, Rishi Patel from Plus8 Equity delves into his career journey, highlighting his transition to Morgan Stanley and the impact of the financial crisis. He shares his experience of reconnecting with music and balancing his career. The discussion explores celebrity investment trends in entertainment technology and the advantages of being a limited partner in entertainment tech funds. Rishi also discusses innovations in music tech applications and imparts life lessons from mentors. The episode concludes with valuable tips for entrepreneurs and final thoughts on navigating the venture capital landscape.
In this episode, Danny Qiao from Connecticut Innovations shares his journey from public service to venture capital, highlighting Connecticut Innovations' impact. He discusses his MBA experience, joining Sweater Ventures during the pandemic, and the importance of skill development for career transitions. Danny explores key indicators in company analysis, building investment theses, and applying banking skills to venture capital. He also touches on Connecticut's tech ecosystem and legacy industries, embracing career pivots, and finding one's ikigai. Danny concludes with advice to focus on customers.
In this episode, Jason Carvalho form Humanus VC delves into the intersection of space-based power, climate solutions, and the significance of water in space exploration. He shares his journey from tech sales to becoming an angel investor, highlighting the challenges and strategies involved. The discussion covers the differences between software and consumer brand sales cycles, and the influence of global macro trends on venture capital. Jason reflects on his transition from angel investor to fund manager, emphasizing social enterprise and SpaceTech investments. He also discusses building niche expertise funds, the Canadian space investment landscape, and the importance of a supportive ecosystem in wealth protection and fund vision.
In this episode, Tony Olivito from Comeback Capital shares insights into the firm's investment pace and strategy. He discusses the importance of cash flow and capital efficiency, reflecting on his entrepreneurial journey. Tony outlines their pre-seed investment strategy and the risks of startup funding. The conversation covers his transition to fund management, building an angel portfolio, and the dynamics of infrastructure, rolling funds, and SPVs. Tony offers advice on starting a fund, current investment trends, and de-risking startups. He concludes with thoughts on balancing entrepreneurship with a day job and advice for founders and investors.
In this episode, Derek Brooks from Flatworld Partners discusses his transition from marketing to investing, highlighting the importance of networking and his time with Abraaj Group. He explores impact investing, structuring strategies for NGOs, and the role of concessionary investments. Derek also covers portfolio construction for dual-purpose funds and various investment strategies like venture and private equity. The conversation includes evaluating fund performance, operational efficiency, and manager risks. Derek emphasizes intangible factors in manager selection, relationship building, and the power of content marketing. The episode wraps up with insights on edutainment and future events.
In this episode, Jake Chapman from Marquee Ventures shares his journey into venture capital, emphasizing his defense-focused strategy and the founding of Marquee Ventures. He explores opportunities within defense technology sectors and the transformative role of AI in modern warfare. Jake offers insights into best practices for due diligence in defense investments and essential skills for venture fund managers. The discussion highlights managing venture funds, supporting portfolio companies, and building strong team cultures. Jake also shares effective networking and relationship-building strategies, investing strategies for hard tech companies, and concludes with valuable advice for investors and entrepreneurs.
In this episode, Peter Love from single family office shares insights from his career journey and his role in the work-from-home initiative with Flexjobs. He delves into advice from his father and the impact of family business experiences on his entrepreneurial path. Peter discusses key investment criteria, fund dynamics, and the significance of track records and diversification strategies. The conversation covers investor sentiment, market trends, and the performance indicators for emerging managers. Peter highlights the importance of soft skills for fund managers, maintaining fund strategy consistency, and sector interests. He also imparts valuable life lessons and professional advice, offering a comprehensive view of the investment landscape.
In this episode, Brendan Baker from Ridge Ventures shares his venture capital journey, shaped by his experiences in Silicon Valley and AngelList. He discusses AngelList's evolution, market dynamics, and human judgment in investing. Brendan delves into decision-making models, Naval Ravikant's wisdom, and success factors in top deals. He covers distribution strategies, startup signals, and his transition to Greylock. Learn about building Ridge Ventures with AI, systematic advantages, and balancing reputations. The episode wraps up with insights on infrastructure, future evolution, and fund management challenges in venture capital.
In this episode, Bruce Hamilton shares his journey from the music industry to venture capital, focusing on the intersection of pop culture and technology. He discusses the economics of the music industry, artist rights trends, and the rise of creator-focused brands and celebrity venture funds. Bruce emphasizes adaptability, reinvention, and AI's role in content creation, while exploring esports growth and generational wealth in entertainment. The conversation covers family office management shifts, financial literacy for celebrities, and the significance of social impact and mental health in entrepreneurship. Bruce also delves into personal growth, identity, and community building with Sutton Capital.
In this episode, Richie Carchia from IA Capital discusses his journey from acting to venture capital, focusing on investment fund dynamics and hyper-localized flood forecasting. He explores IA Capital's strategic InsurTech partnerships, InsurTech's evolution, and AI's role in the insurance sector. Richie shares strategies for VCs, best practices for analysts, and emphasizes sourcing, specialization, and integrity. The conversation highlights the importance of a long-term perspective, evolving industry roles, respect, and mentorship in venture capital, providing valuable insights into this dynamic landscape.
Join Joel Palathinkal and Rusty Ralston from Swell VC as they delve into Rusty's investment strategy and career journey. They discuss the influence of people on company outcomes, especially in early-stage investing, and the role of AI in talent evaluation. Discover the impact of company culture on startups, with case studies on attracting top talent. Rusty shares insights on transitioning from an emerging manager to institutional capital and expectations post-funding, along with the origins of Swell VC. They explore parallels between creative industries and venture capital, work-life balance, and well-being's role in productivity. The episode wraps up with audience Q&A and future plans.
In this episode, Joel Palathinkal and John Zeratsky of Character VC to explore design sprints and their influence on venture capital. They discuss the impact on product teams, insights from Character Labs, and three VC entry paths. The conversation focuses on pre-seed accelerator founders and key traits, balancing feedback with visionary development, and the importance of innovation. They share impressive products and desired ideas, while examining product team challenges and wearable tech innovations. The episode wraps up with closing remarks and a shoutout to Dave Saxe.
In this episode, Joel Palathinkal is joined by Itamar Novick from Recursive Ventures to explore his entrepreneurial journey and transition to venture capital. Itamar shares insights from his role with Life360, highlighting its impact on technology, safety, and tracking, as well as its growth within the senior care market. The discussion covers product-market fit, management strategies, and unit economics for startups, while also delving into exit strategies. They examine the venture capital landscape, emerging manager perspectives, and trends in capital allocation amid the tech recession. The episode concludes with strategies for pre-seed investing and opportunities in AI.
In this episode, Joel Palathinkal is joined by Tepe Tutsui of GFR Fund to discuss his journey from venture capital beginnings to private sector strategies bridging US and Japan markets. Tepe shares insights into corporate venture capital and investment decision-making at GFR Fund, with a focus on fostering community and growth in gaming startups. The conversation delves into the gaming investment ecosystem, exploring diverse market sectors and the transformative impact of AI. They discuss innovations in arcade gaming and its broader applications, providing strategies and advice for new investors. The episode concludes with an exploration of macro trends in gaming, AI, and growth channels.
In this episode, Joel Palathinkal talks with Armond Davis about his entrepreneurial journey, exploring the impact of family, education, and personal challenges. Armond reflects on his college days, investment banking career, and the differences between buy side and sell side portfolio management. He discusses his interest in alternative investments, founding a hedge fund, and growing a construction business. The conversation includes investment strategies, the 2008 recession's effects, and the importance of supporting diverse founders. They wrap up with Armond's interests in whiskey and marketing, highlighting an abundance mindset and instinctual trust.
In this episode, Joel Palathinkal welcomes Laurel Mintz, General Partner at Fabric VC, to discuss her career shifts, education, and entrepreneurial journey. Laurel shares her insights on founding Elevate My Brand, exploring marketing lifecycles, conversion funnels, and customer acquisition strategies. The conversation covers competitive analysis, adapting to a cookie-less marketing environment, and utilizing influencer marketing strategies. Laurel delves into PR timing, transitioning to investment topics, and her personal investment journey. The episode explores the parallels between marketing and fundraising, effective branding tools, and the importance of a personal brand. It concludes with lessons learned and closing acknowledgements.
In this episode, Joel Palathinkal engages with Lloyd Danzig of Sharp Alpha Advisors to explore the nuances of venture investing and career pathways in asset management. Lloyd shares his professional journey in sports betting and entertainment, leading to the launch of Sharp Alpha Advisors. The discussion delves into global opportunities and the dynamics of the sports betting ecosystem, highlighting the rise of micro betting and its industry impact. They examine the regulatory evolution of sports betting in the US, contrasting it with casino gambling and games of skill. The conversation also covers the evolution of online casino games, interactive gaming models, and the future impact of AI in gaming and betting, concluding with advice for investors.
In this episode, Joel Palathinkal chats with Grayson Judge from Supermoon Capital about the firm's focus on the sleep market. They discuss Williams Sonoma's link to mattresses, elements of good sleep, corporate venture capital, and partnerships with SleepScore Labs. Grayson shares insights on global innovation hubs, founder evaluations, and sleep tech's future, including circadian rhythm and brain-computer interfaces. They cover fundraising challenges, sleep disorder health impacts, and educating LPs. The episode concludes with portfolio highlights, media coverage, and the importance of LP community events, professionalism, and networking.
In this episode, Joel Palathinkal chats with Julia Delin from SSE Ventures about her educational and entrepreneurial journey. They compare US and European educational systems and discuss Julia's shift to incubator management, covering incubator and accelerator stages. The episode highlights Stockholm startups, university roles in the ecosystem, and Swedish policies affecting entrepreneurship. Julia contrasts New York's emerging manager scene with Sweden's VC landscape, exploring business models, AI investments, and the post-COVID emerging manager movement. They wrap up with resources for emerging managers and closing thoughts.
In this episode, Joel Palathinkal speaks with Chetan Bhaga of Archetype, exploring his journey from political science to business education and his mission at Archetype. They discuss the importance of mentorship, practical experience, and his foray into ecommerce. Chetan shares insights on Archetype's growth, consulting model, and the role of AI in business. The conversation covers healthcare, venture studios, mega funds, and capital efficiency, highlighting team structure and consulting for deal sourcing. They delve into acquisitions, market trends, community building, and the qualities of an ideal analyst or principal. Chetan emphasizes emotional intelligence, negotiation, leadership, and team building, offering final advice.
In this episode, Joel Palathinkal engages with Matt Jung from Ember Fund, exploring his transition during the financial crisis to the founding of Ember Fund and its unique business model. They delve into the challenges faced by high-growth brands, the nuances of venture debt, and the distinction between credit and debt funds. Matt shares insights on private credit trends, consulting for equity, and Ember Fund's investment interests. They discuss the apparel industry's struggles and consumer trends in CPG, beverages, and plant-based products. The conversation covers regulatory challenges, red flags in consumer startups, and effective subscription models. Matt offers advice for aspiring fund managers, focusing on building networks and learning from recent quarters.
In this episode, Joel Palathinkal chats with Tim Schigel of Refinery Ventures about his leadership insights and tech background. Tim discusses the importance of STEM education, his Apple experiences, and his venture capital journey. They explore his successes like founding Syntrifuse and the future of venture capital. Tim talks about the entrepreneurial experience gap, introduces the X-15 network, and explains search funds. They contrast traditional businesses with venture capital and discuss the challenges of founding ventures. Tim shares strategies for venture fund portfolio construction and the importance of growth and adversity quotients, concluding with career highlights and the power of valuing people and building relationships.
In this episode, Joel Palathinkal chats with Andy Will of Willpower Venture Capital about his journey from a military family to a career in venture capital and private equity. They discuss revenue models, AI tech stack strategies, and insights on large fund models and consulting for equity. The guest shares experiences from Willpower Venture Capital, emphasizing leadership accountability, fundraising, and continuous learning. They highlight the importance of physical resilience, mentorship, and reflect on the path to establishing Willpower. Tune in for valuable insights on business success and personal growth.
Rob Bolandian is the Global Head of Investment Banking at Cambridge Wilkinson. Cambridge Wilkinson is a leading global New York City based Investment Bank. Capital raises and deal sizes range from $25 million to $5 billion per raise. Disclaimer: This material has been prepared for informational and educational purposes only and is not intended to provide, nor should it be relied upon for, tax, legal, or investment advice. You should consult your own tax, legal, and financial professionals for your specific situation. The views and opinions expressed in this material are those of the author and do not necessarily reflect the views or opinions of Finalis Securities LLC. Securities offered through Finalis Securities LLC, Member FINRA/SIPC. Cambridge Wilkinson and Finalis Securities LLC are separate, unaffiliated entities. Transcript
In this episode, Joel Palathinkal speaks with Felix Krause of Vireo Ventures, who shares his journey from military service to a career in renewable energy. They explore innovations in solar energy and discuss the future of renewables, comparing European and global investment ecosystems. The conversation highlights the role of corporate venture capital in clean energy and examines the prospects of the hydrogen market. Felix provides insights into due diligence and strategies for climate tech investments and contrasts startups with incumbents in the energy market. They also delve into the emerging manager LP ecosystem and current fundraising trends, offering valuable perspectives for investors interested in clean energy.
In this episode, Joel Palathinkal chats with Brian Yormack of Story Ventures about the challenges of accessing health data and their investment in Particle Health. Brian discusses his journey into venture capital and the founding of Story Ventures, focusing on early-stage companies. They delve into insights from working with the Ford family fund, healthcare investment criteria, and proactive healthcare trends. The conversation also covers investments in Delfina and LIVEZ, AI's role in healthcare, remote sales, and fundraising. Brian concludes with thoughts on venture fund advantages, investor updates, and community building strategies.
In this episode, Joel Palathinkal chats with Joe Medved of Lerer Hippeau about current market conditions and opportunities. Joe shares his journey from Bear Stearns to SoftBank Capital to Lerer Hippeau, discussing the firm's growth and investment strategies. They explore media investments, LP perspectives, and the role of family offices. The conversation offers insights for emerging managers on essential services, deal sourcing, and portfolio strategies. Joe highlights the importance of goodwill, LP relationships, secondary market strategies, and pro rata rights. They also cover overcoming challenges, talent acquisition, and structuring for multigenerational success.
In this episode, Joel Palathinkal chats with Gary Benerofe of Mu Ventures about his varied career, spanning Lehman Brothers to the music industry and entrepreneurship. Gary discusses his journey from EMI Music to real estate and founding Corner Light Capital. They delve into asset-heavy vs. asset-light models, triple net leases, and compare venture capital with real estate investment. The conversation covers venture strategies, SMB trends, agency challenges, and AI's impact on sales. They also explore commerce enablement, acquisition channels, grocery delivery models, and innovations in elderly care, childcare, and health tech, concluding with Gary's investment insights.
In this episode, Joel Palathinkal engages with Matthew McGraw of Anthropocene Ventures to explore his business journey and evolving views on money, influenced by his family background and relationship dynamics. They discuss the risks and safety nets that accompany entrepreneurial growth and how Rob approaches decision-making regarding reinvesting profits and personal spending. The conversation contrasts corporate versus entrepreneurial careers, emphasizing self-awareness and health strategies. They also delve into the emerging manager ecosystem, investment trends, LP behaviors, and super angel goals. The discussion touches on climate tech investments, the role of family offices in climate solutions, and fund strategies, concluding with insights on leveraging LP skills.
In this episode, Joel Palathinkal chats with Miguel Burger of BFF Ventures about his journey from investment banking to launching ventures like Elite Daily and Ethoca. They discuss New York Tech Week, LAVCA week, and the Miguel's career shift to TMT and their exit to DMGT. The conversation covers founding Ethoca, angel investing, joining Vast Ventures with a Latin America focus, and the creation of BFF. They delve into the venture ecosystem, balancing work and life, focusing on fewer projects, and lessons in sales and fundraising. The episode wraps up with insights on building long-term relationships and the value of educational content.
In this episode, Joel Palathinkal engages with Daniel Dart of Rockyard Ventures, exploring his journey from band management to venture capital. Daniel shares insights on intelligence, success, and the impact of AI, reflecting on his transition from the music industry to tech investments. He opens up about overcoming homelessness, the role of peer networks, and the influence of mentor Les Lazarus in his rehabilitation. The conversation delves into the formation and evolution of his band, Time Again, and how his experiences in music management parallel venture capital. Daniel also discusses his focus on early-stage investments, particularly in construction tech, before concluding with expressions of gratitude.
In this episode, Joel Palathinkal chats with Fiona McEntee of McEntee Law Group about the Irish tech scene and immigrant talent's impact in the US. Fiona discusses her journey from Ireland to a legal career and the importance of visa sponsorship. They explore the tech industry's need for diverse talent, Fiona's books for immigrant founders, and advice on fundraising, risk management, and immigration in venture investments. Fiona highlights brand building, community, and personal branding, alongside using AI for content efficiency. The episode wraps up with resources for the VC community and Fiona's dedication to writing on immigration topics.
In this episode, Joel Palathinkal engages with Daniel LeBron to explore the intersection of private equity, robotics, and manufacturing. Daniel emphasizes the importance of these sectors, delving into the potential and challenges of 3D printed structures, including engineering aspects and sector-wide applications. They discuss investment opportunities in tiny homes and on-demand production, as well as trends and challenges in the real estate market. The conversation also covers financing and legislative considerations for 3D printed homes and the integration of smart technology in real estate. The episode concludes with audience questions on sourcing and structuring real estate deals.
In this episode, Joel Palathinkal with Neil Datta of NKD Advisory LLC delve into the world of emerging managers and investment de-risking. Neil shares insights from a career spanning investment banking, hedge funds, and public service, highlighting the unique edge in healthcare investing. The discussion covers sophisticated strategies, portfolio construction, and the importance of due diligence. The conversation also explores multi-manager strategies, fee sensitivity, and manager evaluation. They address challenges in short-selling, post-COVID diligence, and the balance between alpha and risk. The episode concludes with advice for emerging managers, venture capital challenges, and the benefits of GP staking.
In this episode, Joel Palathinkal chats with Farooq Abbasi from Preface Ventures about investing in repeat founders. Farooq shares insights on founder selection, sales strategies, scaling, and capital efficiency, while avoiding pitfalls in pilot programs. They discuss product-led growth, user engagement, and the evolution of Zoom and Slack. The conversation also touches on net revenue retention, pricing strategies, and customer journey mapping. Farooq emphasizes disqualifying prospects, building influential relationships, and shares thoughts on health, resilience, and future plans.
In this episode, Joel Palathinkal introduces Smriti Jayaraman of Corazon Capital, who shares her career journey and insights from her consulting experience at Bain. They discuss the differences in investment stages and roles, focusing on market assumptions in private equity and the importance of financial discipline in startups. Smriti talks about her transition to venture capital and Corazon Capital's unique investment approach. The conversation touches on the debate over founders as investors, essential skills for success in private equity and venture capital, and the realities of working in venture capital. Smriti offers valuable tips for aspiring investment professionals and highlights the significance of cultural fit in investment firms.
Join Joel Palathinkal and Wendy Huang, CFA: Business Development Manager from the London Stock Exchange Group as they explore the intricacies of IPOs. They discuss the benefits of listing in London versus US exchanges, using Boku's listing as a case study. Wendy highlights London's cost and process efficiency and the importance of community support for listed companies. The episode compares IPO processes in the US and UK, examines share allocations, lockup period flexibility, and trends in UK markets. Wendy also discusses launching a secondaries market platform and the macro environment's impact on IPOs, concluding with insights on effective communication.
In this episode, Joel Palathinkal and Hassan Haider explore the growing angel investing scene in the MENA region. Hassan shares his venture capital journey, startup launches, and the rise of angel investment groups. They discuss insights from Silicon Valley and 500 Startups, strategies for building a tech community, and active investment approaches. Topics include market evolution, accelerator programs, founder execution, and aligning presentation skills with business success. The episode also covers trends, industry focus, exit strategies, and emerging sectors in MENA's startup ecosystem, concluding with closing remarks and appreciation.
In this episode, Joel Palathinkal welcomes Jason Torres, who discusses his transition from venture and private equity to entrepreneurship. Jason shares networking tips, career advice, and insights for young finance professionals, including grooming and interview strategies. They explore working across U.S. regions, scaling, and angel investments, touching on institutional mandates and healthcare equity. Jason dives into health equity foundations, investment impact, and offers guidance for emerging managers and early investors. The episode wraps up with insights on conviction development, competitive advantages, and building relationships with LPs.
In this episode, Joel Palathinkal hosts Justis Mendez from OneSixOne Ventures as he shares his journey from early influences to entrepreneurship. He discuss moving to Florida, engaging with Gainesville's startup scene, and the support from Hutch Law's startup package. The conversation covers startup equity, leadership lessons, and the cycle of learning, earning, and giving back. Justis talks about adapting to the pandemic with virtual events, launching a tech-focused fund, and community engagement strategies. They offer advice for emerging fund managers, emphasizing intentionality and networking, before concluding with future outlooks.
In this episode, Joel Palathinkal is joined by Joe Wilson, who shares his journey from founding Multiply Labs to his time at MIT. The discussion highlights innovations in personalizing medication through 3D printing and Joe's insights into building Undeterred Capital's investment strategy. Joe offers advice for fund managers on deep tech risk evaluation and portfolio construction, and explores the future of deep tech and Undeterred Capital's focus areas. The conversation provides valuable career advice for young professionals and deep tech investors, and Joe discusses overcoming setbacks before concluding with his closing thoughts.
In this episode, Joel Palathinkal welcomes Amirteymour Moazami to discuss his extensive background and experience in the tech industry. Amir offers insights into developer tooling, AI, and investing in the developer ecosystem, emphasizing the importance of product-led growth and community in startups. The conversation touches on personal growth and learning for investors, providing strategies for new general partners and fund managers in building relationships. Amir shares his approach to assessing founder character and identifying potential red flags. The episode concludes with a discussion on emerging trends in the cyber, logistics, and space industries.
In this episode, Joel Palathinkal engages with Shelby Clark, delving into his innovative journey with Turo and the challenges and growth the company has experienced. Shelby shares his personal journey in mental health and therapy, discussing the importance of risk management, insurance, and regulatory challenges faced by Turo. The conversation shifts to adaptability and handling entrepreneurial curveballs, exploring tax benefits and the hurdles of innovation. Shelby's transition to investing with a focus on mental health is discussed, along with emerging technologies such as neurotech and the microbiome. The episode concludes with Shelby's closing remarks and outlook for the future.
In this episode, the focus is on the critical role of legal counsel in fund formation, featuring Robert B. Weiss from Kramer Levin an expert guest discussing the "anatomy of fund documents." The conversation begins with an overview of private fund formation and essential fund characteristics. Topics include the indicative closing checklist, custodian use, LLC agreement structure, and marketing presentations for funds. The episode delves into side letters, their applications, economic terms, and most favored nation provisions. Offshore investment tax considerations and side letter expenses are also explored. Listeners gain insight into fund entity setup, initial documents, and fund manager insurance, with a look ahead to future sessions and a Q&A segment.
In this episode, Joel Palathinkal chats with Krista Morgan about her transition from private equity to launching Stage Fund. They discuss the challenges of starting the fund, the role of family dynamics in business, and Stage Fund's acquisition and restructuring strategy, highlighted by a retail tech case study. The conversation covers founders' roles post-acquisition, creative deal structures, and asset disposition strategies. They also explore roll-ups in private equity, control investments, and leveraging platforms for deal sourcing. Krista shares insights on engaging Limited Partners, syndicating with high-net-worth individuals, and future fund structure trends.
Join Joel Palathinkal and Victor Kwok as they explore Victor's journey in founding VantagePoint and his AI investment thesis. They discuss AI's potential to disrupt industries, legal risks for CFOs, and finance considerations for startups. The episode covers insurance essentials, co-founder dynamics, and crafting strong investment theses. Delve into AI applications in healthcare, focusing on predictive analysis and at-home testing, and discuss the evolution of AI-human interaction, healthcare innovation challenges, and ethical considerations. Joel and Victor conclude with AI's role in futuristic concepts and key takeaways from their conversation.
Joel Palathinkal sits down with Akira Dunham from Fundomo to discuss her multicultural journey into venture capital and her roles at Hillside Ventures and Connecticut Innovations. They explore Connecticut Innovations' commitment to diverse founders and the evergreen fund, along with their international investment strategies in Israel and Toronto. The conversation delves into the tech ecosystem in Connecticut, focusing on Climate Haven, New Haven's biotech scene, and quantum computing initiatives. They also cover future trends in AI, energy, and human-computer interfaces, as well as innovations in urban planning and mobility. Akira shares advice on entering venture capital and discusses career opportunities in India, Canada, and Israel.
Joel Palathinkal talks to Olaf Sakkers about the future of electric vehicles and transportation. Olaf shares insights on mobility startups, especially in South Africa's tech scene, and discusses challenges for Japanese carmakers. They explore strategies for evaluating startups, due diligence, and networking for fund managers. The episode highlights relationship-building with Limited Partners (LPs), co-investment strategies, and creative LP engagement. It wraps up with thoughts on trust, communication, and enjoying work, with a mention of NVIDIA's founder.
Joel Palathinkal engages with Anton to discuss his transition from physics to finance and his journey in venture capital. Anton elaborates on his investment strategy with a global perspective, distinguishing between prop desk and typical trading desk operations. The episode delves into portfolio management tactics and contrasts business management with scientific experimentation. Anton shares insights on trends in private equity and highlights Flashpoint's AI-focused investment approach. They explore social responsibility in B2B software evaluation and how to discern true AI innovation. The conversation touches on AI applications in niche markets, founder-product fit, and offers guidance for fund managers, emphasizing the importance of perpetual learning.
Joel Palathinkal explores the intersection of AI and biotech with Nathan Lian from Pareto VC. Nathan discusses his career journey and investment strategies in deep tech and biotech. They delve into AI's role in drug discovery, lab experiments, and the PH fellowship's goals and selection process. The conversation highlights opportunities in synthetic biology, longevity, health tech, and behavioral psychology. They also address challenges in real-time health data and continuous monitoring, emphasizing user experience in health predictive analytics. This episode offers a comprehensive look at the future of biotech investments.
Joel Palathinkal chats with Josh Payne about his journey from entrepreneur to venture capitalist. They delve into earn-outs in acquisitions, Josh's role as an angel investor, and strategies for building an LP pipeline. The episode explores brand building for funds, deal sourcing for emerging managers, and Nashville's tech and VC scene. They discuss OpenSky's pre-seed investment strategy, comparing KPIs for pre-seed versus seed investments, and evaluate DTC brands and marketing strategies. Concluding with quarterly learnings, this episode offers valuable insights for aspiring investors.
Joel Palathinkal welcomes Vishal to explore his venture capital journey and the founding of Next Legacy. They discuss the unique roles athletes and celebrities play in venture capital, highlighting Next Play University and community-building initiatives. Vishal elaborates on successful athlete investors and the leadership skills they bring, including asset allocation strategies for LPs. The conversation delves into patterns and challenges in fundraising for venture funds, with insights on emerging managers and celebrities transitioning into corporate roles. Vishal shares advice on transferable skills and sector curiosity for fund managers. The episode concludes with closing remarks and expressions of appreciation.
Joel Palathinkal chats with Vishal Harishchandra about his entrepreneurial journey from Vulcan Group to Ocean AI. They discuss investment strategies, the importance of integrity, and Vishal's unique start from winning a raffle car. The episode highlights AI's transformative role in supply chains, business operations, and code development, including conversational AI and its sector-wide implications. Vishal also shares insights on AI in podcast production, robo-taxis, and emerging job roles, along with trends in manufacturing and venture capital. They wrap up with challenges for fund managers and the enduring value of integrity and continuous learning.
Joel Palathinkal sits down with Chris Cunningham to discuss his journey in venture capital, beginning with the founding of AppSavvy and leading to the establishment of c2 Ventures. Chris shares insights on crafting recession-proof investment strategies and the importance of geographic diversity in venture capital valuations. They explore the art of deal sourcing, screening, and the dynamics of brand building within the VC landscape. The conversation also covers content strategy, comparing short-form and long-form approaches, and the challenges faced by emerging fund managers. Chris emphasizes the importance of cultivating relationships with LPs and building trust, wrapping up with closing thoughts on the episode's themes.
Joel Palathinkal delves into negotiation power for fund managers with Matthew Bobrow of Nixon Peabody LLP who shares his journey into private funds and experiences with major asset managers. They discuss trends in fund structures, capital allocation, and the intersection of private equity and venture capital. Key topics include liquidity demands, global diversification, and sector specialization. The guest offers advice on raising funds, stressing transparency, investor alignment, and LP feedback. They also explore industry focuses like cloud computing, biogenetics, and healthcare, concluding with insights on exit strategies, insurance, and the risks of using social media for fundraising.
Joel Palathinkal chats with Balaji about his journey from founding Snapstick to its acquisition by TiVo. Balaji delves into career transitions, CEO roles, and tech industry compensation, sharing lessons from Vinod Khosla and Larry Ellison. They discuss Snapstick's scaling, CES success, and investor relations. Balaji offers book recommendations, discusses valuations, and the value of advisory boards and mentorship. He shares insights on starting a new venture, overcoming challenges, and transitioning to a venture studio model. The episode wraps up with thoughts on future tech, wearables, and the venture studio approach.
Joel Palathinkal chats with Noah Friedman about storytelling's influence on marketing and consumer behavior. Noah shares insights from his career and founding Top Shelf Ventures, focusing on people dynamics in business. They discuss whiskey trends, celebrity partnerships, and local craft beer appeal. Key topics include KPIs for beverage investments, health trends, and Ryan Reynolds' success with Aviation Gin. The episode also explores non-alcoholic beverages, THC, psychedelics, food science innovations, AI in healthcare, and alcohol industry regulations. Noah offers advice for emerging fund managers and shares final thoughts.
Joel Palathinkal chats with Ishaan Sachdev about his journey from engineering to investing. Ishaan discusses his educational background, the role of technology in trading, and his experience with iPay's sale. They explore his time as a summer policy advisor, his move to PSG for growth equity, and founding Dessian's Capital. Ishaan offers advice on scaling a fund, including KPIs, strategies for subsequent funds, and building an institutional firm. The episode covers fund four strategies, nurturing LP relationships, and high conviction sourcing. They also discuss founder perseverance, pre-seed investment, and year-end fundraising strategies.
Joel Palathinkal chats with David Baeckelandt from Sumi Trust about Japan's investment scene, highlighting record-sized buyout funds. David shares his career insights and Sumi Trust's role, discussing Japanese investment trends and private market evolution. They explore entrepreneurial growth, legislative shifts, and leadership challenges in small firms. The conversation touches on the changing business approaches of Japan's next generation and their investment interests, especially in North America. The episode also covers hostile takeovers, US-Japan LPGP dynamics, and offers advice on market fit, engagement strategies, and cultural nuances for US managers entering Japan.
Joel Palathinkal welcomes Bibash Mukhopadhai to discuss the significance of market cycles in venture capital. Bibash shares his journey, highlighting the role of mentorship and the impact of his upbringing and education on his success. They delve into his early entrepreneurial experiences and transition to academia and venture investing. Bibash offers advice for PhD students, drawing parallels with venture capital, and shares insights from his time at NEA on raising capital. The conversation includes tips for new analysts and associates, fund differentiation strategies, and engaging LPs. They also discuss succession planning, compensation dynamics, GP stakes, and decision-making in venture capital. The episode concludes with closing remarks and appreciation. 333624
Joel Palathinkal sits down with Ananya Vasagiri to discuss her journey into venture capital, beginning with her early exposure and experiences at UChicago. Ananya shares insights on skillsets vital for success in the field, drawing from her roles at Adams Street Partners and Schematic Ventures. The conversation covers the importance of emotional intelligence and niche focus in LP interactions, alongside strategies for diligence processes. Ananya offers advice for LPs and emerging fund managers, emphasizing the role of personal background in investment decisions. They explore trends in deep tech, industrial tech, and supply chain modernization, addressing user engagement, data privacy, and cybersecurity. The episode concludes with remarks on future plans.
Joel Palathinkal chats with Rex Salisbury of Cambrian VC, about evolving venture capital strategies, focusing on fintech community building and Cambrian VC. They discuss family reactions to career shifts, fintech trends, portfolio successes, and assessing risk at the pre-seed stage. The episode highlights the role of community in VC, access in venture capital, and how multi-stage firms affect seed valuations. Co-founder matching, content creation, and platform optimization are explored. The guest shares insights on starting a venture fund, networking, and career growth. The episode wraps up with closing remarks and a summit announcement.
Joel Palathinkal chats with Matt Roberts about his journey from technical roles to venture capital, starting from his Ottawa roots. They discuss how engineers can thrive as investors, the evolution of family offices, and Canada's tech ecosystem. Matt shares advice for new fund managers on differentiation, storytelling, and investment structuring. They explore liquidity strategies, fund management, founder evaluation, and 2023 market trends. The episode also covers investment opportunities in Abu Dhabi, Dubai, and the Middle East, highlighting post-oil investments and the importance of international networks.
Joel Palathinkal chats with Mary D'Souza about her journey from education to investment banking, her move to Emirates, and managing a family office. Mary shares her career success pillars: dreaming, focus, manifesting, perseverance, and pivoting. They discuss relationship-building in investment, private credit trends, and entrepreneurship's link with expertise. Insights on Indian investing trends, Southeast Asian media, and distribution channels are shared. Mary also comments on Will Smith's PR challenges and personal branding. She stresses quality in the pharmaceutical industry and offers advice for professionals and entrepreneurs, concluding with gratitude.
Joel Palathinkal converses with Devon Melotra from Valhalla Ventures, emphasizing the significance of identifying enduring moats in venture deals. Devon recounts his career journey and Valhalla Ventures' mission, detailing their investment strategy and first fund. The discussion touches on how his New York upbringing influenced his approach to business and investing. Devon shares valuable advice for launching a venture fund and crafting effective differentiation strategies. They explore emerging trends in space investments, autonomous vehicles, biotech, and the rise of Canva-like platforms. Insights into gaming sector investments and the Los Angeles tech scene round out the conversation, concluding with key takeaways.
Joel Palathinkal welcomes Samir Kumar, who shares his journey from Microsoft and ROTC to Palm, webOS, and Samsung, highlighting mobile tech evolution and work-life balance. They delve into Samir's AI and deep learning focus at Qualcomm and his role in m12's deep tech investments. The discussion covers Turing's origins, trust with LPs, investment strategies, and venture capital professionalism. They also explore revenue to valuation multiples, board contributions, and offer advice for emerging managers and founders. The episode wraps up with insights on fund size, growth strategies, talent development, and transitioning to capital formation.
Joel Palathinkal welcomes Russ Krivor to discuss the impact of interest rates on real estate and Russ's early career. They explore multifamily units, community building, and cost management in development, contrasting development and acquisition strategies. The episode covers fundraising, market trends, manufacturing investments, water availability, and coastal real estate risks. Emerging markets, strategic policy mistakes, and technological advancements like robotic 3D printing and modular housing are also discussed. Russ shares insights on investment opportunities in elderly care and tiny homes, offering advice on building a successful investment firm and valuing integrity in business.
Joel Palathinkal engages with Mary Wheeler, exploring her career journey and the founding of BioRock Ventures. They discuss investing in serious diseases and the significance of in-person interactions in the business realm. Mary shares insights into the investment criteria and evaluation of drug efficacy in the biopharma sector. The conversation highlights identifying successful biopharma founders and startups, along with the impact of simulation and modeling on innovation. They delve into the relevance of a PhD in venture capital and offer traits and advice for biopharma founders and venture managers. The episode concludes with effective fundraising strategies and closing thoughts.
Joel Palathinkal introduces Mike Ma, delving into his entrepreneurial journey and the balance between parenthood and business. They explore Mike's early life, education, and tech experiences, highlighting his venture capital insights with Next Cubed. The conversation covers investment focus, growth strategies for startups, and insight-driven marketing approaches. Joel and Mike discuss the importance of organic versus paid marketing, effective tactics in sales and fundraising, and the significance of client education. They touch on startup fundamentals, client-centric solutions, and connecting with Limited Partners. The episode concludes with insights on navigating fundraising challenges, best practices, and achieving work-life balance.
Joel Palathinkal introduces Ryan Else, discussing their journey and connection. They explore teaching entrepreneurship to kids and Ryan's role at Roadster Capital, emphasizing diverse backgrounds in venture capital. Key topics include fund modeling, portfolio construction, sticking to an investment thesis, and LP communication. Ryan shares insights on network support, confidence in fund models, and follow-on strategies. They also cover best practices for fund audits, challenges with fund admin solutions, and macro trends affecting consumer behavior. The episode concludes with insights on inflation, opportunities in AI, and the importance of proprietary technology.
Joel Palathinkal converses with Kevin Jiang, exploring his journey from Silicon Valley upbringing to academic pursuits at Harvard and Goldman Sachs. Kevin shares valuable insights from his experience at Apollo and SoftBank's Vision Fund, highlighting the formation of Mangusta Capital and its strategic focus on early-stage AI investments. The discussion delves into lessons learned from Masa and SoftBank, identifying successful founder patterns, and differentiating VC firm performance. Kevin offers career advice for aspiring investors, tips on launching new funds, and emphasizes the importance of community in venture capital. The episode wraps up with Kevin's closing thoughts and appreciation.
Joel Palathinkal welcomes David Gritz from Insurtech NYC to discuss the intersection of AI and auto insurance. David shares his journey from real estate investing to founding Insurtech New York, highlighting the importance of community learning. They explore insurance applications across various sectors and Insurtech's impact on the global economy and risk management. The conversation delves into breakthroughs in life and healthcare insurance, including innovations in fertility and niche markets. They also discuss new concepts like income and career protection, and the development of unique products through the MGA lab. The episode concludes with David's closing thoughts and a preview of upcoming events.
Joel Palathinkal chats with Andrew Jarrous about Kevin Hart's Hart House launch, Jarrous' background, and his time at Morgan Stanley. They discuss managing family wealth for high-profile clients and how celebrities like Hart influence generational wealth and social impact. The episode covers partnerships in mission-driven investments, XPB Circle's fund-to-fund structure, legal and economic aspects, and evaluating fund managers. Team dynamics, scalability, storytelling in pitches, and fee structures are also explored. They conclude with insights on networking, Alex Hermosy's influence, and Thanksgiving wishes.
Joel Palathinkal engages with David Tao in a discussion that traverses the intersection of friendship and business, highlighting its significance in successful fundraising. David shares his journey from a media background to founding BarBend Media, offering insights into the current media landscape and the intricacies of content business. They delve into editorial management, content scaling, and the strategic use of Google News and Facebook for growth. The conversation touches on SEO, domain authority, and media entrepreneurship opportunities. They also explore fitness, wellness, and nutrition trends, emphasizing the importance of community and steady growth. The episode concludes with reflections on lessons learned and future outlooks.
Joel Palathinkal chats with Jesse Liebenthal about his move to a family office role and the growth of AngelList. They cover deal sourcing, founder selection, and networking in startups. Jesse offers insights on market trends, investment predictions, and the importance of early investor relationships. The discussion touches on AI integration, ethical considerations, and emerging sectors, focusing on New York startup trends. They also explore the role of brokers, automation in capital introductions, and institutional investor preferences. The episode wraps up with the importance of face-to-face due diligence and professionalism in fund management.
Joel Palathinkal chats with Ankit Agarwal about the evolving investing landscape and the importance of learning and synthesizing information. Ankit shares his journey from a charcuterie board business to founding Mycelo, discussing AI and EdTech's role in transforming education. They explore AI's impact on learning, authenticity in communication, LP-VC dynamics, and Mycelo's post-acquisition journey. Ankit offers insights into learning strategies, restaurant tech investments, and strategic partnerships, concluding with advice for GPs and LPs on fund management and open-source technology approaches.
In this episode, Joel Palathinkal talks with Billy Libby about the formation and evolution of Upper90, delving into its unique approach to investment strategies and deal structures. Billy shares valuable advice for emerging managers, emphasizing the importance of identifying market gaps. The discussion explores Upper90's focus on specific companies and industries, particularly in light of AI's impact on investment sectors. Billy explains the key financial metrics used to evaluate investment opportunities and highlights the significance of in-person networking in the investment landscape.
In this episode, Joel Palathinkal engages with Shayna Harris to explore her journey in investment and the food supply chain. Shayna shares insights from her experiences with farmers and Mars, discussing corporate partnerships, innovation, and data management challenges. Her transition to Farmers Fridge is highlighted, along with her criteria for career decisions. The conversation delves into high-impact decision making, team expansion strategies, and the influence of Supply Change Capital. Shayna emphasizes the role of executive coaching in career advancement, building a motivated team culture, and setting goals. They also discuss radical transparency and management lessons from Bridgewater, concluding with a preview of future episodes.
In this episode, Joel Palathinkal chats with Youngrok Kim about his journey from finance and technology to venture capital. Young shares insights on his transition from playing guitar to investing, emphasizing the craftsmanship and client service in VC. They discuss LP-GP fit, fund investments, and draw parallels between emerging managers and startups. The conversation covers fund management, stakeholder relationships, and evolving strategies, offering advice for aspiring managers. Young highlights storytelling, trust-building, and processes like sourcing and benchmarking, and they touch on brand building, data analysis, and content creation strategies.
In this episode, Joel Palathinkal chats with Albert Azut from Level VC about his transition from machine learning to venture capital. Albert shares insights from his time at Verizon and his shift into VC, discussing FinTech evolution, data companies, and tech team dynamics. They cover product management, data infrastructure, and the role of intuition in modeling, along with the impact of auto GPT and Chat GPT. Albert also talks about LP dashboards, venture fund evaluation, and diverse data use. The episode touches on venture fund specialization, flywheel effects, competitive strategies, and emerging sectors like precision medicine, deep tech, sustainability, advanced manufacturing, and biomanufacturing.
In this episode, Joel Palathinkal chats with Sarah Anderson about her venture capital journey and insights on networking and education in private alternative assets. They discuss her career transitions, personal sacrifices, and the venture studio model, covering ownership, equity, and idea validation. The conversation contrasts standard fund models with dual entity and equity for services models, touching on operational control, revenue strategies, and LP portfolio construction. They also explore tax advantages, liquidity options, and distributions in holding company structures, wrapping up with Sarah's closing thoughts and contact info.
In this episode, Joel Palathinkal converses with Alex Edelson, who shares his journey leading to the launch of Slipstream. They discuss the significance of patience in investment and delve into the nuances of investment conviction and identifying talented fund managers. Alex elaborates on building a franchise and nurturing long-term partnerships with limited partners, while also addressing red flags and challenges encountered in fundraising. The discussion contrasts direct versus fund investments and explores structured fundraising. Alex highlights the collaboration with families and the benefits of emerging managers, wrapping up with insightful closing remarks.
Join Joel Palathinkal as he explores Claude Grunitzky's journey from founding Trace magazine to creating Equity Alliance. They discuss balancing life and work, the concept of "Flow," and the importance of community. Claude shares insights on hip hop culture, cross-cultural collaborations, and music evolution. Discover parallels between talent sourcing in music and venture capital, and Equity Alliance's mission for a diverse investment team. The episode covers selecting fund managers, identifying underserved markets, Claude's shift to documentary filmmaking, and strategies for teaching founders about QSPS and trusts, alongside balancing work, health, and family.
In this episode, Joel Palathinkal engages with Sheryl Mejia to explore her professional journey, delving into her transition from the New York Common Retirement Fund to Steward Capital. They discuss anchor investment strategies, private equity trends, and the market's impact on buyout strategies. The conversation highlights the overlap between healthcare, consumer industries, and sustainability, with a focus on opportunities in the elderly care market. Sheryl shares insights on the influence of early investors on fund management and how emerging managers can differentiate themselves. The episode concludes with advice for new fund managers on relationship management and communication strategies, along with Sheryl's future plans.
In this episode, Joel Palathinkal sits down with Roger Vincent to discuss his career journey, from his education to his transition from DLJ to a buyout fund, and the skills he developed along the way. They delve into the intricacies of sector specialization and the LP perspective, examining the evolution of industry multiples. Roger offers advice for aspiring LPs, emphasizing comprehensive portfolio construction and diversification. The conversation explores evaluating manager integrity and key personality traits, as well as the dynamics of GP stakes investments. Roger shares insights on specialty industries and provides guidance for emerging managers in fundraising, rounding out a comprehensive discussion on investment strategies.
In this episode, Joel Palathinkal explores the immigrant journeys of guests Ajay and Amir, delving into their backgrounds and the formation of their family offices. The discussion highlights investment strategies, with a focus on generational wealth transfer and balancing venture and real estate in family portfolios. Ajay shares insights from his Silicon Valley career, including the rise of US Web and Electron Economy, along with lessons learned from startup experiences and capital raising. The conversation also covers the future of algorithmic trading, asset allocation strategies, and engaging the next generation in wealth preservation. The episode concludes by aligning impact with financial returns and expressing appreciation for the guests' contributions.
In this episode, Joel Palathinkal chats with Sabrina Bainbridge about her finance journey and role at Spring Point. They explore Oklahoma's tech and food scene, Sabrina's investment strategy, and partner qualities she values. The discussion covers active investment, due diligence, and relationship-building, offering advice for Limited Partners (LPs). Sabrina shares insights on LP timelines, infrastructure, and evaluating managers. They also discuss culture's impact on fund management, lessons from Teach For America, venture capital trends, and effective communication. The episode wraps up with career advice and mentorship insights.
In this episode, Joel Palathinkal explores the intersection of faith, community, and business with insights from J and B Medical's journey. The discussion highlights Vatican initiatives and the concept of Sedika, emphasizing the role of faith in shaping business practices. The conversation shifts to workforce development and global healthcare trends, focusing on investments in medical infrastructure and AI. Sarah Thompson shares her expertise on institutional investing, delving into challenges and trends in sustainable investing. The episode concludes with advice for aspiring investors, a Q&A session, and a preview of upcoming episodes, sponsored by InvestCo.
In this episode, Joel Palathinkal delves into managing Limited Partner (LP) relationships and expectations. Key topics include tailoring pitches for different LP types, asset allocation for family offices, and avoiding common LP strategy mistakes. The episode emphasizes the importance of strong GP-LP relationships, covering communication, conflict resolution, and effective fund update strategies. It also discusses building a track record for new managers, differentiating funds, and engaging multi-generational family offices, with a focus on geographic differences, particularly in Texas. The episode wraps up with insights on fund evolution, scaling, and strategic hiring.
In this episode, Joel Palathinkal welcomes McCandy A. Begin to explore the investment strategies of family offices and AppGear Capital's approach. They discuss McCandy's career transition to mergers and acquisitions and delve into the role of tech and venture investments within family offices. The conversation highlights the passion driving second-generation family office management and provides an overview of the real estate market, considering the impacts of interest rates. They examine consolidated family offices' venture strategies, emphasizing community building and relationship management. The episode concludes with insights into AppGear's market positioning, risk mitigation, and future collaboration prospects.
In this episode, Joel Palathinkal is joined by Erin Harkless Moore to discuss the significance of continuous learning for investors. Erin shares her career journey, early influences, and experiences in discovering investing. They delve into the role of communication, curiosity, and team dynamics in making investment decisions, as well as the challenges faced in fundraising. The conversation covers building long-term investor relationships, frameworks for emerging fund managers, and assessing investor potential. They explore strategy alignment in the care economy, technology's impact, and quantitative metrics for fund performance. Erin offers advice for finance students, emphasizing mentorship and the importance of successful women in finance.
In this episode, Joel Palathinkal is joined by Ned Brines to discuss the intricacies of investment strategies and career development. Ned shares insights from his role at Arnell and reflects on his educational background and early career advice. They explore leveraging historical knowledge in investing, persistence in job hunting, and changes in recruitment practices. The conversation covers the importance of accountability, resilience, and work-life balance in investment roles. Ned highlights career progression, lessons from George Argyros, and family office strategies. They delve into asset allocation, manager traits, venture investments, and trends in real assets, concluding with an anecdote about Sam Zell.
Joel Palathinkal talks with Dan Stolar about his journey from education to a career in investment banking and venture capital. Stolar highlights the impact of the Birthright Excel program and his internships, offering insights into transitioning into investment banking. The discussion covers Israel's tech scene, advice for aspiring venture capitalists, and Calibri's investment strategy. They explore manager evaluation, fund performance, and venture strategy advice for family offices. The episode wraps up with insights on emerging managers, funds of funds, and traits of successful venture managers.
In this episode, Joel Palathinkal talks with Jonathan Hung about his journey in angel investments, venture capital, and transitioning into the family business. They explore multi-asset strategies, family office insights, and preserving wealth across generations. Jonathan discusses the origins of entrepreneurial ventures, trust-building, and investment challenges. They also examine identifying successful founders, LP dynamics, and how wealth influences management style. The episode wraps up with advice for general partners, family offices, and the crucial role of education in entrepreneurship and pre-seed investment challenges.
Joel Palathinkal delves into the evolution of venture capital and the significance of personal reassessment before introducing the episode's guest. They explore the guest's background, early life, and transition into venture capital, with a focus on search funds and fund of funds strategy. The discussion breaks down the search fund ecosystem and industry preferences, highlighting AI's impact on small businesses and digital transformation. The episode features Delphi AI, discussing AI twin technology and clone applications for mentoring and information sharing. The importance of the attention economy in investment strategy, portfolio construction, and personal entrepreneurial ventures is examined, concluding with closing thoughts and future interactions.
Joel Palathinkal welcomes guest Eduardo Zaldivar, who shares his journey into Entrepreneurship Through Acquisition (ETA) and founding Mosaic ETA. They discuss public awareness and challenges in ETA, operating acquired businesses, and screening opportunities. Eduardo explains funding strategies, acquisition criteria, and sectors of interest, offering contrarian investment examples. He shares insights from being a limited partner, experiences with family offices, and innovative fund structures. The episode also explores search fund deals and offers advice for pursuing careers in asset management.
In this episode, Joel Palathinkal begins by discussing the significance of alignment and access in firm exits and the family office model. He introduces Brett Ashley Barth, who shares her career journey and transition to Capital Creek Partners, highlighting their investment strategy. The conversation delves into building an alternatives platform and adopting the endowment model. They explore due diligence processes, manager selection, and family office services, along with allocation, reporting, and asset protection strategies. The discussion covers SMAs, generational education, estate planning, and institutionalizing operations, emphasizing cybersecurity and operational controls. Current trends and investment interests among LPs are also examined.
In this episode, Joel Palathinkal is joined by Ashish Shah from Scion Capital to explore various facets of investment strategy and wealth management. Ashish shares his journey into finance and details Scion Capital's investment platform and fund-of-funds strategy. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Syon Capital is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not imply a certain level of skill or ability.
Join Joel Palathinkal as he chats with Sam Mahmood, an expert in small business investments. They discuss investment selection criteria, the importance of building a board, and learning about new industries. Discover support services vital for growth, lessons in deal-making, and opportunity spotting. The episode covers creative financing, ideal founder profiles, and strategies for addressing business gaps. Learn about the role of fractional CFOs, advanced staff roles, and best practices in analytics. Explore emerging sectors, employment trends, and compare holding company structures with funds. Wrap up with insights on exit strategies, wellness advice, and final investment tips.
Joel Palathinkal opens the episode with insights into the early days of Bloomberg and its influence on Wall Street. He introduces guest Bruno Maderos, who shares his finance career journey and role at Pactual, highlighting the impact of Bloomberg terminals and the UBS acquisition of Pactual. They discuss current trends in Latin American capital allocation and associated safety concerns. Bruno reflects on his move to New York, offering professional and personal insights. The conversation covers capital allocation strategies, long-term investments, and diversification, alongside career advice for young finance professionals. They also address work-life balance in a competitive environment, concluding with closing remarks and gratitude.
Joel Palathinkal introduces the episode with a focus on financial modeling in private equity (PE) before welcoming Wendy Ni. Wendy shares her career journey, offering insights into the private equity landscape and her work at Portage Point Partners. The discussion covers job interview preparation, networking strategies, and effective resume building for those pursuing PE careers. A deep dive into the stages of private equity, company size analysis, and venture capital trends provides listeners with a comprehensive understanding of the field. The conversation also touched on long-term career planning, finding purpose in PE work, and the role of impact and fulfillment in career choices. The episode concludes with acknowledgments.
Joel Palathinkal and Ali Jamal explore the intricacies of investing in emerging markets, beginning with Ali's career transition into data science and his move to Thailand. They discuss his experiences at Rappi and PayClip, and his insights into angel investing and cultural dynamics in Mexico. The conversation delves into economic shifts and emerging opportunities, including disruptions and syndicate scaling in Latin America. Building strong relationships with founders and LPs is emphasized, alongside advice for emerging fund managers. The episode also features market trends for 2025, growth sectors in Asia, and an interview with Jane Doe on sustainable investing, followed by a listener Q&A session.
Joel Palathinkal and Ryan Brown discuss Ryan's journey from journalism to startups, emphasizing due diligence and networking. They explore tech topics like VR, AR, and autonomous vehicles, and share insights on investing, startup scaling, and exit strategies. Future trends and advice for founders and investors are highlighted.
Joel Palathinkal and Vishal Tripathi explore Vishal's career journey and transition into private markets, focusing on his work with Next Legacy to provide financial education for athletes. They discuss wealth preservation, venture capital, and the competitive nature of athlete investors. The episode highlights Next Play University's role in developing leadership skills and the importance of asset allocation and manager selection. Insights into successful fund managers, succession planning, and the challenges faced by Solo GPs are shared. The conversation also covers fundraising strategies for emerging managers and offers advice on celebrities taking on corporate roles and entrepreneurship.
Joel Palathinkal and James Tannahill delve into James's extensive career in strategic finance and equity research within the healthcare sector. They discuss the advantages of technical education and explore opportunities in the biotech industry, including an analysis of COVID-19's impact. The conversation covers the complexities of drug manufacturing and regulatory hurdles, alongside Plocanium Holdings' approach to private equity and investment. James shares insights on consulting, marketing for client retention, and the importance of data ownership in outsourcing. They also touch on the role of content and social media in business growth, and discuss capital support for family businesses and health initiatives.
Join us as Rishi Ratan explores impact-oriented investing and thematic strategies. He shares his journey from Qualcomm to Microsoft Surface, reflecting on Satya Nadella's influence. Discover his thesis-driven venture capital approach, emphasizing data's role. We explore space industry trends like propulsion and VLEO applications, and In-Q-Tel's strategic investments. Delve into deep tech areas such as AI, edge computing, and synthetic biology, with insights on lab-grown tissues and augmented reality. Rishi also offers tips on managing risks in deep tech investments and career advice for aspiring venture capitalists.
Joel Palathinkal engages with Harshad Lohland from Rockefeller Capital Management to explore his career journey from India to the US finance sector, highlighting his transition from tech to quantitative finance. They delve into ESG investing, discussing its historical context, empirical evidence, and performance. Harshad shares insights on Rockefeller's quant strategy and the intersection of his PhD work with entrepreneurship. The episode also covers funding and commercializing academic research, with a focus on ESG trends and impact investing. An audience Q&A session provides further exploration on ESG integration across sectors. Closing remarks include a preview of upcoming episodes.
Joel Palathinkal and Steven Saltzstein discuss Steven's career and the founding of Force Wealth. They cover family office diversity, co-investment, and generalists vs. specialists. The episode explores fund types, capital raising, and fundraising nuances. Steven shares insights on due diligence, future trends for fund managers, and the importance of ESG and impact investing. They also discuss charities, drug development funds, and client relations. Advice for emerging managers, the significance of relationships in fund allocation, and content strategy are included. Audience questions focus on raising capital and emerging investment opportunities.
Joel Palathinkal and Tracy Chadwell discuss eighteen forty three Capital, inspired by Ada Lovelace. Tracy shares her career journey, highlighting storytelling in venture capital, her shift to angel investing, and her focus on aging tech innovations. They explore challenges in impact investing and opportunities in mobility, fintech, and longevity finance. The conversation includes strategies for secondary market opportunities and best practices for emerging managers. Audience questions cover breaking into venture capital and seed stage strategies. The episode wraps up with insights on family offices, raising institutional capital, and defining "SilverTech."
Joel Palathinkal and Tanner McDaniel discuss Tanner's career and the mission behind Cornerstone Fund Services, highlighting its role in fund administration and support. They explore key performance metrics, LP preferences, and trends in fund administration, including international investment considerations. Tanner shares insights on customer service and custom solutions, comparing Cornerstone to competitors in terms of fee structures. The conversation covers emerging manager pathways, fund versus SPV management, handling K-1s, tax events, and special considerations for SPACs. They also delve into secondaries, fund life extension, and LPAC selection, wrapping up with a Q&A session.
Joel Palathinkal welcomes Stoney Blue from Urban US to discuss his career and mission-driven work. Stoney shares his journey from early career stages to finding purpose in the mission-driven sector. They explore Urban US's reputation and the importance of enjoying the journey, emphasizing the distinction between passion and mission. The conversation covers time management, productivity tools, and global investment opportunities, particularly in Asia. Stoney provides insights into venture capital, diversity, and evaluating startups in energy and sustainability. They also discuss investment stages, check sizes, and startup team evaluation, concluding with thoughts on future collaboration.
Joel Palathinkal and Steve Malia explore Steve's journey in venture capital and recruiting, highlighting the nuances in hiring processes across top-tier VCs. They discuss the importance of sales skills, media presence, and personal branding in VC hiring, along with the role of passion and unique approaches for candidates. The conversation also touches on the significance of general managers in venture firms, resumes and storytelling, and insights into the VC interview process. They compare skill sets needed for early versus growth stage VC, the importance of financial models, and the PLG model's role in overcoming revenue loss. Additionally, they discuss cold outreach, blogging strategies, SEO, and the value of podcasts for VCs and founders.
Join Joel Palathinkal and Sarah Leonard as they delve into Sarah's transition to venture capital at Bull City Venture Partners, focusing on fintech. They cover deal sourcing, networking, and what makes founders successful, along with venture capital decision-making and deal flow management. Sarah discusses fundraising challenges, tools, and audience questions about entering VC. They explore investment theses, gender dynamics in investing, and skills bankers bring to VC. The episode also touches on startup pitch screening, SaaS metrics, and contrasts banking with VC careers, emphasizing mentorship and time management. Concluding with insights on startup cash flow structuring.
Join Joel Palathinkal and Robert Harari as they delve into the venture capital landscape. Robert shares his journey from his background to founding Evolution Venture Partners, One H, and Glassforce Ventures. They discuss the evolving investor experience, the importance of relationships, and founder preferences. Topics include challenges for portfolio companies, the three pillars of venture capital, and tools for finding stealth startups. They also cover emerging managers, raising a venture fund, and the significance of being an LP. The episode wraps up with advice for transitioning into VC, networking tips, and audience Q&A.
Join Joel Palathinkal and Oscar Ramos as they explore Oscar's journey to SOSV and his move to China. Discover how he adapted to the culture and language, and gain insights into the evolving startup ecosystems in China and Europe. Oscar shares his experiences with regional differences and the Great Firewall, comparing Western and Chinese design preferences. They discuss the importance of data-driven decisions in app development and tailoring products for local markets. The episode also covers the transition from startup to scale-up, the role of venture capital, and supporting corporates and startups in China.
Joel Palathinkal and Max Gokman delve into Max's career, highlighting his experience in building investment teams and crafting asset allocation strategies. They discuss investor demand dynamics, team structures, and the role of analysis in market timing. The episode contrasts retail and institutional strategies, focusing on client relations and the importance of finance education and certifications. Topics include quantitative research, alternative data, macro trends, and emerging tech investments like Apple's automotive ventures. They also cover SPACs, crypto, and platforms like Robinhood, concluding with career advice and insights into the evolving investment landscape.
Joel Palathinkal and Keith Cahn explore Keith's career and his role at Simplify Ventures, emphasizing the venture studio model as a pathway to VC. They discuss high-demand industries and effective problem-solving frameworks, along with insights into funding dynamics. The conversation shifts to the space industry and its future prospects, highlighting venture studio operations with a focus on fintech. They delve into customer research, the microinsurance market in the US, and global fintech opportunities. Keith shares insights on business models, innovations, and metrics for fintech startups, as well as strategies for company development and acquisitions. The episode concludes with lessons from mentors.
Join Joel Palathinkal and Kate Brodock as they dive into Kate's journey in tech startups and her efforts in representation. They discuss her launch of W Fund, strategies for scalable community building, and support for early-stage founders. The episode covers designing accelerator programs, engaging global communities, and managing LP feedback. Discover how to leverage unique strengths to attract LPs, the role of community feedback in investments, and promising sectors. They also address ethical boundaries, founder qualities, mental health challenges, product-market fit, future marketplace trends, and traits LPs seek in fund managers.
Joel Palathinkal and Evan Langsam explore Evan's career journey and the venture debt landscape. They discuss his educational background, internships, and insights into different venture debt types. The conversation covers interest rates, lender incentives, and technological impacts on the industry. Evan shares strategies for deal sourcing, transitioning to venture capital, and overcoming VC interview challenges. They compare venture debt and equity investing, identify ideal stages for venture debt, and discuss SeedInvest's growth in equity crowdfunding. Evan emphasizes relationship-building and mentorship in venture capital, concluding with future insights.
Joel Palathinkal, Kylie Summers, and Tiffany Williams discuss the Houston ecosystem and the inception of Diversity Fund Houston, emphasizing the unique strengths and collaborative synergy of founders. They explore support areas for entrepreneurs and the impact of the Houston Area Urban League. The conversation extends to the emerging manager ecosystem, the future of fintech, and discussions on digital currency and blockchain. They examine tech hubs, productivity trends, and the balance between work motivation and life harmony. Personal experiences in starting a fund, trust building in diverse communities, leadership diversity, and the challenges and opportunities within the LP community are highlighted.
Join Joel Palathinkal and Daria Abbaei as they explore Daria's journey at Naples Technology Ventures, highlighting Florida's tech growth and the benefits of a lean VC team. They discuss deal sourcing, cybersecurity trends, and emerging sectors like deception technologies. The episode covers the new accelerator, changing LP profiles, and fundraising strategies. Daria shares insights on community building in VC, mentorship, and valuing feedback. They wrap up with advice for aspiring analysts and the importance of staying humble in success.
Joel Palathinkal and Anna Raptis discuss Anna's journey from her background in economic development to founding Amplifica Capital, focusing on gender lens investing in Mexico. They explore the challenges of impact investing and venture capital in emerging markets, emphasizing the importance of connecting with diverse fund managers. The episode covers advice for emerging managers, fundraising strategies, and the role of educational content for LPs. Anna shares insights on trends in alternative energy and agriculture, portfolio construction, and supporting portfolio companies. They also discuss the female fund manager ecosystem in Mexico, fund domiciliation, and the significance of networking and social media in building proprietary deal flow.
Joel Palathinkal and Kalsoom Lakhani explore Kalsoom's journey and her role at Invest to Innovate, focusing on Pakistan's startup ecosystem. They discuss challenges, opportunities, regulatory issues, and trends in fintech and MSME investments. The conversation touches on education evolution, online learning, and data insights' impact on strategy. They also examine international investment growth, liquidity trends, and emerging industries in Pakistan, along with government initiatives and Dubai's influence. Kalsoom shares best practices for emerging managers and female fund manager challenges. The episode concludes with storytelling, fundraising tips, and audience questions.
Joel Palathinkal and Robert Frankfurt discuss Robert's journey from business to health-focused investments, highlighting the discovery of personal health issues and the role of the Oura ring. They delve into Robert's involvement with Parsley Health and the creation of the Living Fund, emphasizing early health interventions and health behavior change strategies. The conversation covers the importance of emotional health, mentorship, and open communication in overcoming analytical challenges. They explore future health care technologies, advancements in elderly care, and the concept of food as medicine. The episode concludes with insights on health education, mentor advice, VC insights, and the power of positivity, as well as a book recommendation.
Joel Palathinkal and Kfir Kachlon discuss Kfir's transition from law to venture capital, emphasizing his unique legal perspective. They cover evaluating startups, successful founder traits, and sector-agnostic strategies. Topics include trends in sustainability, lab-grown food, deep tech, data, esports, and edge computing. The episode explores the Israeli VC landscape, comparing generalist and sector-focused approaches, and highlights relationship-building and strategies for declining investments. Kfir offers insights on mentoring, community involvement, and intuition in VC, concluding with future outlooks.
Join Joel Palathinkal and Matthew Holden as they delve into Matthew's venture capital journey, from his family background to experiences in startups and the food industry. They explore his transition to venture capital at Midven and discuss the evolving landscape for emerging managers, emphasizing the importance of reputation. Learn about the ease of creating SPVs with Vauban.io, challenges in digital payments, and networking in finance. The episode also covers investment strategies in sectors like deep tech, CRISPR, and space technology, while addressing underrepresented areas in VC. Matthew shares insights on future trends in IoT and digital healthcare.
Joel Palathinkal and Harshad Lalit explore Harshad's transition from engineering to finance, delving into the role of machine learning and AI in the financial sector. They discuss Rockefeller Capital's shift towards quantitative strategies and provide advice for tech professionals moving into finance. Harshad shares insights on his PhD journey, impact investing, and the evolution of corporate social responsibility. They examine how ESG metrics influence investment decisions and performance, especially during COVID-19, and discuss trends in private equity for environmental and social impact. The episode concludes with an audience Q&A on algorithmic approaches and social stock exchanges, followed by closing remarks and upcoming events.
Join Joel Palathinkal and Steve Salzstein as they dive into Steve's career and the diversity of family offices. They discuss launching hedge funds, co-investment dynamics, and the pros and cons of being a generalist versus a specialist. The conversation covers capital support for founders, real estate, effective fundraising strategies, future fund management trends, generational shifts, and ESG trends. They also explore managing challenging clients, coaching pitches, and differences between family offices and pension funds. The episode wraps up with strategies for emerging managers, social media's role in investor relations, and networking in family offices.
Joel Palathinkal and Kain Warwick discuss Kain's journey and the rise of Synthetix in decentralized finance (DeFi). They cover the challenges in crypto markets, Synthetix's evolution, and over-collateralization. The episode explores trustless systems, identity, and creditworthiness, alongside synthetic asset trading on Synthetix. Key topics include the Synthetix Exchange, inverse tokens, staking, and collateralization. Kain shares insights on his team, future developments, and the outlook for DeFi collaborations.
Join Joel Palathinkal and Cherie Aimee as they explore Cherie's inspiring journey from overcoming gender barriers in tech to facing profound health challenges, including a near-death experience and living with a bionic heart. Cherie shares insights on fear, freedom, and embracing life, drawing from her life review process. The conversation shifts to her career diversification into blockchain and FinTech, emphasizing responsible messaging. They discuss integrating future tech into investment strategies while considering human aspects, concluding with Joel's commitment to impactful investing.
Joel Palathinkal, Kyle Kistner, and Tom Bean explore the inception and evolution of a blockchain project, focusing on the development of the bZx protocol and its integration with 0x relayers. They discuss liquidity management, slippage, and their vision for Fulcrum with an Augur integration. The conversation delves into future DeFi trends, interest rates, and the use of Wrapped Bitcoin and ERC-20 tokens, alongside KYC processes and wallet integration. They also cover the role of Wrapped ETH, transaction fees, and the mechanics of iTokens and liquidation prices. The episode concludes with insights on project evangelism, feedback, the impact of major crypto players, and upcoming platform features.
Joel Palathinkal chats with Mike Rogers about his shift from traditional finance to blockchain. They discuss Mike's background, career, and the influence of transparency and Industry 4.0 technologies. Topics include millennial financial views, digital currencies, and the American Dream. They explore blockchain's ethical implications, institutional interest, and Mike's move from Blackstone to crypto. Mike shares insights on executive recruiting, networking, and founding Millennials and Blockchain LLC. The episode also covers stablecoins, Web3, DeFi, regulatory changes, and reflections on financial history and market growth.
Join Joel Palathinkal and Nelson Chen as they explore the Neutral Project and its innovative Neutral Dollar. Nelson delves into his crypto background and the importance of DeFi in financial services. They discuss the team's expertise, investment management, and compare it to ETFs and public markets. Learn about the Neutral Dollar's partnership with Paxos and future stablecoin baskets. The episode covers institutional interest, the significance of stablecoins, and tokenization developments. They also touch on regulatory challenges, technology stack, project funding, and share personal insights and cultural reflections on decentralized finance.
Joel Palathinkal and Raakhee Miller explore Raakhee's diverse career, from her beginnings at Goldman Sachs to her leadership role at Bitsian. They discuss her transition into the blockchain and crypto industry, highlighting her experiences in fintech and cultural differences in the workplace. The episode features a live demo of the Bitsian platform, showcasing its features, customer base, and revenue model. Raakhee shares insights into trading strategies, team structure, and mobile app development. Technical challenges, partnerships, and business strategies are examined, along with reflections on career growth and team dynamics. The conversation concludes with inspirational stories and Bitsian community events.
Joel Palathinkal and Andrey Belyakov explore Andrey's journey from banking to founding Opium Protocol, highlighting his early involvement with the Ethereum ICO and investments. They delve into the development and functionality of the Opium Protocol, discussing its role in derivatives and DeFi collaboration. The conversation covers institutional adoption, data sourcing, and managing counterparty risk, while comparing Opium's offerings to prediction markets. Andrey shares insights on brand aspirations, regulation, and emerging technologies, offering advice to his younger self. The episode concludes with reflections on past decisions and future plans for Opium Protocol.
Joel Palathinkal and Zhe Yang explore Zhe's career journey and his insights into the crypto fund scenes, particularly in Austin, Hong Kong, and China. They discuss the critical role of infrastructure in blockchain and cross-border compliance, Zhe's early interest in blockchain, and the technical challenges faced. The conversation covers integrating digital and traditional assets within regulatory frameworks, Bitcoin's potential for everyday use, and global currency benefits. They also delve into education and regulatory challenges, tokenization in gaming, and user experience in blockchain adoption. The episode concludes with thoughts on blockchain use cases, investment trends, and resources for staying updated on blockchain developments.
Joel Palathinkal and Andrew Romans explore Andrew's background and his ventures with Rubicon Venture Capital and Seven BC. They discuss the future of blockchain technology, the role of central banks in digital currencies, and the challenges of self-publishing with decentralized solutions. The episode delves into investment strategies, portfolio construction, and identifying promising AI companies. They also cover funding strategies, runway planning, and exit potentials, alongside raising capital and expanding investment focus. Trends in fintech, blockchain, and AI are examined, with insights on networking, deal sourcing, and the value of personal interactions. The conversation concludes with closing remarks.
Joel Palathinkal and Jehan Chu delve into Jehan's journey from tech to crypto, focusing on his early industry involvement and founding Kinetic Capital. They discuss his transition from web development to Sotheby's, contrasting startup and corporate cultures, and his role in building the Bitcoin Association of Hong Kong. The episode explores blockchain community evolution, challenges in thought leadership, educational resources, and regulatory engagement. They also cover investment strategies, the hybrid fund model, and crypto's appeal to millennials, along with institutional interest, VC hesitations, and potential risks in the crypto community.
Joel Palathinkal and Katya Fisher explore Katya's journey from law to the crypto space, highlighting her move from New York to Miami and the challenges and opportunities each city presents. They discuss her role as an outside general counsel specializing in blockchain law and offer advice for entrepreneurs on selecting legal services. The conversation covers marketing and business development in blockchain, industry trends, and the regulatory landscape. They delve into taxation strategies for crypto, the US as an offshore jurisdiction, and financial fraud insights. The episode also examines blockchain applications in real estate and cannabis, while offering personal reflections and advice on authenticity, work-life balance, and societal influences.
Joel Palathinkal and Michael Collins dive into investment management, starting with Michael's background. They discuss managing client expectations, market behaviors, and Michael's investment thesis, touching on stock concentration and the future of crypto and blockchain. The conversation covers speculative markets, risk management, and qualitative investment measures, focusing on Facebook stock. They also explore ESG considerations, stock analysis, and collaboration in portfolio management, along with dividends, pension funds, and the venture capital landscape. The episode wraps up with strategies for digital lead generation, competition, and reputation management.