Shows
The Investor With Joel PalathinkalDavid Teten: Versatile VCIn 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.
(0:00) Introduction to The Investor with Joel Palathinkal and guest David Teten
(1:29...2025-08-1053 min
The Investor With Joel PalathinkalRomain Diaz: SatganaJoin 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.
(0:00) Introduction to The Investor with Joel Palathinkal
(1:26) Romaine Diaz: Background and Venture Studio Overview
(3:38...2025-08-0556 min
The Investor With Joel PalathinkalGregory Kammerer: Family OfficeIn 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.
(0:00) Understanding first and second gen family investors
(0:54) Introduction to The Investor podcast with Joel Palathinkal
(1:29) Guest introduction and...2025-07-3152 min
The Investor With Joel PalathinkalJonathan Beda: Connexa CapitalIn 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.
(0:00) Introduction and Emergence of Boutique Fitness Studios
(1:12) Introduction to...2025-07-0656 min
The Investor With Joel PalathinkalGrayson Judge: Supermoon CapitalIn 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.
(0:00) Introduction to The Investor podcast and Joel Palathinkal
(0:51) Guest introduction and background: Grayson...2025-06-1746 min
The Investor With Joel PalathinkalJulia Delin: SSE VenturesIn 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.
(0:00) Introduction to The Investor with Joel Palathinkal
(1:45) Introduction of Julia Dellen and her role at...2025-06-1655 min
The Investor With Joel PalathinkalChetan Bhaga: ArchetypeIn 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...2025-06-1546 min
The Investor With Joel PalathinkalJoe Medved: Lerer HippeauIn 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.
(0:00) Opportunities and Benefits in Current Market Conditions
(0:46) Introduction...2025-06-0950 min
The Investor With Joel PalathinkalVictor Kwok: Stealth AI CompanyJoin 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.
(0:00) Introduction by Joel Palathinkal and guest Victor Kwok's background
(3:42) Founding of...2025-05-2043 min
The Investor With Joel PalathinkalAkira Dunham: FundomoJoel 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...2025-05-1946 min
The Investor With Joel PalathinkalOlaf Sakkers: RedBlue CapitalJoel 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.
(0:00) Introduction to the podcast, guest Olaf Saker, and electric vehicle trends
(1:42) Olaf Saker's background and the future of transportation
(5:08) Investing in mobility startups and...2025-05-1854 min
The Investor With Joel PalathinkalAnton Belyakov: Flashpoint Ventures and AI in VCJoel 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...2025-05-1736 min
The Investor With Joel PalathinkalNathan Lian: Pareto VCJoel 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.
(0:00) Introduction and AI in biotech
(0:51) Nathan Leon from Pareto VC: Background...2025-05-1637 min
The Investor With Joel PalathinkalVishal Harishchandra: Single Family OfficeJoel 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.
(0:00) Introduction and Vishal Harishchandra's entrepreneurial journey with...2025-05-1353 min
The Investor With Joel PalathinkalChris Cunningham: Insights from c2 VenturesJoel 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...2025-05-1231 min
The Investor With Joel PalathinkalMatthew Bobrow: Nixon Peabody LLPJoel 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.
(0:00) Negotiation power for...2025-05-1149 min
The Investor With Joel PalathinkalBalaji Krishnan: DisplaceJoel 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.
(0:00) Introduction to The Investor podcast and guest Balaji's background
(2:27) Early...2025-05-1046 min
The Investor With Joel PalathinkalNoah Friedman: Top Shelf VenturesJoel 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.
(0:00) Introduction and the importance of storytelling in marketing
(0:42) Introduction of guest Noah Friedman...2025-05-0954 min
The Investor With Joel PalathinkalIshaan Sachdev: Deciens CapitalJoel 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.
(0:00) Introduction and Ishaan Sachdev's background and career start
(3:09...2025-05-0845 min
The Investor With Joel PalathinkalDavid Baeckelandt: Sumitomo Mitsui Trust Asset Management Americas, IncJoel 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.
(0:00) Introduction and Japan's Record-Sized Buyout Funds
(1:13) Guest Profile: David...2025-05-0741 min
The Investor With Joel PalathinkalBibash Mukhopadhai: Sound Bio VenturesJoel 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...2025-05-0652 min
The Investor With Joel PalathinkalAnanya Vasagiri - Schematic VenturesJoel 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...2025-05-0557 min
The Investor With Joel PalathinkalRex Salisbury: Cambrian VCJoel 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.
(0:00) The evolution of venture capital strategies and...2025-05-0447 min
The Investor With Joel PalathinkalMatt Roberts: CMD CapitalJoel 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.
(0:00) Transitioning from technical roles to venture capital
(0:31) Introduction to the podcast and guest Matt Roberts
(1:17) Matt...2025-05-0351 min
The Investor With Joel PalathinkalMary D'Souza: Family Office (Misha Investments)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.
(0:00) Introduction and guest Mary D'Souza's career overview
(4:48) Mary's early life, education...2025-05-021h 01
The Investor With Joel PalathinkalDevan Malhotra: Valhalla VenturesJoel 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.
(0:00...2025-05-0151 min
The Investor With Joel PalathinkalSamir Kumar: Touring CapitalJoel 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.
(0:00) Introduction to Sameer Kumar and career...2025-04-3055 min
The Investor With Joel PalathinkalRuss Krivor: Sovereign PropertiesJoel 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.
(0:00) Introduction to the podcast and guest Ross...2025-04-2944 min
The Investor With Joel PalathinkalMary Wheeler: BioRock VenturesJoel 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.
(0:00) Introduction...2025-04-2840 min
The Investor With Joel PalathinkalMike Ma: Sidecut VenturesJoel 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.
(0:00) Introduction to the...2025-04-2647 min
The Investor With Joel PalathinkalRyan Else: Roadster CapitalJoel 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.
(0:00) Introduction to the podcast and guest Ryan Els
(1:13) Background...2025-04-2553 min
The Investor With Joel PalathinkalKevin Jiang: Mangusta CapitalJoel 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.
(0:00) Introduction and...2025-04-2446 min
The Investor With Joel PalathinkalDavid Gritz: Insurtech FundJoel 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...2025-04-2346 min
The Investor With Joel PalathinkalAndrew Jarrous: BYL VenturesJoel 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.
(0:00) Introduction and Kevin Hart's Hart House launch
(1:16) Andrew Jarus's background and Morgan Stanley experience
(4:23) Lessons from working with...2025-04-2158 min
The Investor With Joel PalathinkalDavid Tao: BarBendJoel 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...2025-04-2054 min
The Investor With Joel PalathinkalJesse Liebenthal: Liebenthal Ventures LLCJoel 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.
(0:00) Introduction to podcast, guest Jesse Liebenthal, and AngelList...2025-04-191h 01
The Investor With Joel PalathinkalAnkit Agarwal: Single Family OfficeJoel 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.
(0:00) Importance of learning and information synthesis in investing
(0:36) Introduction to Joel Palathinkal and guest Ankit Agarwal
(1:44) Ankit's background and the...2025-04-1859 min
The Investor With Joel PalathinkalBilly Libby: Insights on Upper90In 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.
(0:00) Introduction to the episode and guest Billy Libby
(3:21) Formation and evolution of Upper90
(5:27) Advice for emerging managers...2025-04-1722 min
The Investor With Joel PalathinkalShayna Harris: GP at Supply Change CapitalIn 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...2025-04-1642 min
The Investor With Joel PalathinkalYoungrok Kim: Institutional LP: GREE LPIn 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.
(0:00) Introduction by Joel Palathinkal
(1:50) Young Rock Kim's background in finance and...2025-04-1553 min
The Investor With Joel PalathinkalAlbert Azut: Insights from Level VC on Tech, Data, and Emerging SectorsIn 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...2025-04-1349 min
The Investor With Joel PalathinkalSarah Anderson: Structuring Success in Venture and Private Alternative AssetsIn 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.
(0:00) Introduction to the podcast and Sarah Anderson's early career
(1:26) Sarah Anderson's career...2025-04-1255 min
The Investor With Joel PalathinkalAlex Edelson: Slipstream InvestorsIn 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.
(0:00) Introduction and the Importance of Patience in Investment
(1:50...2025-04-1141 min
The Investor With Joel PalathinkalClaude Grunitzky: From Media Pioneer to Venture CapitalistJoin 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.
(0:00) Introduction and philosophy on life; Podcast overview
(1:30) The...2025-04-1055 min
The Investor With Joel PalathinkalSheryl Mejía, CFA, - Steward Asset ManagementIn 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...2025-04-0952 min
The Investor With Joel PalathinkalRoger Vincent: Institutional LPIn 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...2025-04-0847 min
The Investor With Joel PalathinkalAjay Ramachandran : Single Family OfficeIn 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...2025-04-0749 min
The Investor With Joel PalathinkalSabrina Bainbridge: Associate Director of Impact Investments for Spring Point PartnersIn 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.
(0:00) Introduction and Sabrina Bainbridge's background
(3:35) Transition to finance and joining Spring Point
(5:52) Oklahoma's...2025-04-0554 min
The Investor With Joel PalathinkalStephen Shaya: Family Office - Akkad HoldingsIn 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.
(0:00) Introduction and Guest Backgrounds
(6:37) J...2025-04-0428 min
The Investor With Joel PalathinkalMatt DiOrio - Single Family OfficeIn 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.
(0:00) Introduction and guest backgrounds
(6:34) Managing LP expectations and goals
(9:39...2025-04-0358 min
The Investor With Joel PalathinkalMackendy A. Begin: Single Family OfficeIn 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.
(0:00) Introduction to AppCare's thesis...2025-04-0242 min
The Investor With Joel PalathinkalErin Harkless Moore, Senior Director of Investments, Pivotal VenturesIn 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...2025-04-0155 min
The Investor With Joel PalathinkalNed Brines: Chief Investment of Strategy - Single Family OfficeIn 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...2025-03-3155 min
The Investor With Joel PalathinkalDan Stolar: Principal at Colibri Equity Ventures,(Single Family Office)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.
(0:00) Introduction to The Investor with Guest Dan Stoller
(1:28) Dan Stoller's early life, education, and career...2025-03-2950 min
The Investor With Joel PalathinkalJonathan Hung: Single Family Office- Managing Partner Entrepreneur VenturesIn 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.
(0:00) Introduction and Early Angel Investment Insights
(2:39) Jonathan Hung's Career and Education Background
(5:49) Transition to Family Business and...2025-03-2853 min
The Investor With Joel PalathinkalJon Staenberg: Fund of Funds Investor, Agate Hound FundJoel 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...2025-03-2648 min
The Investor With Joel PalathinkalEduardo Zaldivar. Managing Partner, Mosaic ETAJoel 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.
(0:00) Episode introduction and guest Eduardo Zaldivar's background
(1:08) Overview of the podcast's focus and Eduardo's educational and career journey
(5:20) Eduardo's entry into...2025-03-2538 min
The Investor With Joel PalathinkalBrett Ashley Barth: Multi Family Office - Capital Creek PartnersIn 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.
(0:00...2025-03-2446 min
The Investor With Joel PalathinkalAshish Shah: Syon Capital Multi-Family OfficeIn 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...2025-03-2352 min
The Investor With Joel PalathinkalSam Mahmood: The Pave (Buying Mainstreet Businesses)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.
(0:00) Introduction and guest...2025-03-2250 min
The Investor With Joel PalathinkalBruno Medieros: Single Family OfficeJoel 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...2025-03-2054 min
The Investor With Joel PalathinkalWendy Ni, CFA: Portage Point PartnersJoel 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...2025-03-1738 min
The Investor With Joel PalathinkalAli Jamal: First Check VenturesJoel 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...2025-03-0728 min
The Investor With Joel PalathinkalHow a Single Family Office Ryan Brown Allocates & InvestsJoel 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.
(0:00) Introduction of Ryan Brown and early background
(0:52) Ryan's education and early career journey
(3:14) Due diligence, journalism skills, and transitioning into startups
(9:17) Networking, podcasting tips, and Liquid Wi Fi's origin story
(15:54) Technology discussions: VR, AR, Tesla's robots, and ChatGPT
(27:05) Autonomous vehicles, Apple's strategy, and acquisition impacts
(30:17) Investing insights, startup criteria, and Verizon acquisition lessons
(38:14...2025-02-2050 min
The Investor With Joel PalathinkalVishal Tripathi: LP at Next Legacy venturesJoel 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.
Vishal conducts analysis...2025-02-0140 min
The Investor With Joel PalathinkalJames Tannahill, MBA: Single Family Office, Plocamium HoldingsJoel 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...2025-01-2846 min
The Investor With Joel PalathinkalChat with Harshad Lalit, Vice President at Rockefeller CapitalJoel 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.
Harshad...2021-07-2853 min
The Investor With Joel PalathinkalChat with Steven Saltzstein, CEO at Force WealthJoel 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.
Family Office Research Consulting and Events (FORCE) is the largest...2021-07-2853 min
The Investor With Joel PalathinkalChat with Tracy Chadwell, Founding Partner at 1843 CapitalJoel 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."
Named to "Forbes 50 over 50" Inaugural List and one of...2021-07-0355 min
The Investor With Joel PalathinkalChat with Tanner McDaniel, Director at Cornerstone Fund ServicesJoel 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.
Tanner is a Director...2021-07-031h 07
The Investor With Joel PalathinkalChat with Stonly Baptiste Blue, Co-founder at Urban UsJoel 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.
Stonly is a founding Partner...2021-07-031h 02
The Investor With Joel PalathinkalChat with Stephen Melia, Partner at OpenViewJoel 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...2021-07-031h 00
The Investor With Joel PalathinkalChat with Sarah Leners, Senior Associate at Bull City Venture PartnersJoin 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.
Senior Associate. Sarah...2021-07-0355 min
The Investor With Joel PalathinkalChat with Robert Harary, Associate at Evolution VC PartnersJoin 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.
Robert is a 24-year-old entrepreneur...2021-07-031h 09
The Investor With Joel PalathinkalChat with Oscar Ramos, Partner at SOSVJoin 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.
Experienced manager with strong technical...2021-07-031h 00
The Investor With Joel PalathinkalChat with Max Gokhman, Head of Asset Allocation at Pacific Life Fund AdvisorsJoel 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.
A global macro investor with 15+ years of tenure...2021-07-021h 05
The Investor With Joel PalathinkalChat with Keith Kan, Associate at Simplifi VenturesJoel 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...2021-07-0255 min
The Investor With Joel PalathinkalChat with Kate Brodock, Founding Partner at W FundJoin 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.
Kate is Founding Partner of W Fund (want...2021-07-021h 01
The Investor With Joel PalathinkalChat with Evan Langsam, Associate at SeedInvestJoel 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.
Evan is focused on growth-stage investing at SeedInvest. He is always looking...2021-07-021h 04
The Investor With Joel PalathinkalChat with Tiffany Williams and Kiley Summers, General Partners at Diversity Fund HoustonJoel 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.
2021-06-2741 min
The Investor With Joel PalathinkalChat with Daria Abbaei, General Partner at Naples Technology VenturesJoin 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.
Daria Abbaei is the Director of Investor Relations at Naples Technology Ventures, where she is responsible for interacting with all...2021-06-2550 min
The Investor With Joel PalathinkalChat with Anna Raptis, General Partner at Amplifica CapitalJoel 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...2021-06-171h 02
The Investor With Joel PalathinkalChat with Kalsoom Lakhani, General Partner at i2i VenturesJoel 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.
Kalsoom Lakhani is the Founder/CEO of Invest2Innovate, or...2021-06-0854 min
The Investor With Joel PalathinkalChat with Robert Frankfurt, Founder at Living FundJoel 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...2021-06-0648 min
The Investor With Joel PalathinkalChat with Kfir Kachlon, General Partner at AnD VenturesJoel 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.
Kfir Kachlon leads the investments at AnD Ventures, an early-stage VC, focused on the Israeli startup ecosystem. Prior to joining AnD Ventures, K...2020-11-021h 02
The Investor With Joel PalathinkalLive chat with a Venture Capitalist: Entrepreneur & Investment Analyst at MidvenJoin 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.
Matthew...2020-11-021h 02
The Investor With Joel PalathinkalChat with Harshad Lalit, Vice President at Rockefeller Capital ManagementJoel 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...2020-11-0253 min
The Investor With Joel PalathinkalLive Chat With Steve Salzstein of FORCE Wealth (Family Office Platform)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.
Experienced partner with demonstrated success...2020-10-1953 min
The Investor With Joel PalathinkalKain Warwick: Founder of Synthetix, a crypto-backed synthetic asset platform, talking about trustless systems, their fundamentalJoel 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.
In this episode of the Future 1 webshow & podcast, we meet Kain Warwick who is the founder of two crypto projects blueshyft and Synthetix. The blueshyft platform supports a number of services, including o...2019-07-0949 min
The Investor With Joel PalathinkalCherie Aimee: Featured on Dr. Oz, NBC Today, & CBS, From dying & crossing over to Blockchain, & living the best life possible fuJoin 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.
In this episode of the Future 1 webshow & podcast, we meet Cherie Aimiee who's been featured in major media...2019-07-0956 min
The Investor With Joel PalathinkalKyle Kistner & Tom Bean: The story behind the team at bZx & their new product Fulcrum which is the most simple and powerful wayJoel 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...2019-07-0954 min
The Investor With Joel PalathinkalMike Rogers: From Blackstone to Blockchain , Leaving a stable job for Crypto, & Thoughts on Life & PurposeJoel 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.
In this episode of the Future 1 webshow & podcast, we meet Mike Rogers who's the founder of Millenials...2019-06-141h 34
The Investor With Joel PalathinkalNelson Chen: Neutral Project (ex-Blackrock) is a metastable basket of stablecoins, native financial instruments and the infrastrJoin 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.
In this episode of the Future 1 webshow & podcast, we...2019-05-3051 min
The Investor With Joel PalathinkalRaakhee Miller: From Goldman Sachs to Crypto Trading, Growing up in Hong Kong & working in NYC, Job Hopping for professional groJoel 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.
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The Investor With Joel PalathinkalAndrey Belyakov: Opium Protocol: Create, settle, and trade virtually all derivatives in a trustless way. Opium Network is a setJoel 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.
In this episode, we meet Andrey Belyakov. Andrey...2019-05-221h 07
The Investor With Joel PalathinkalZhe Yang, Decryption Capital: The fund manager scene and how it varies across different geographies, the evolution of blockchainJoel 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...2019-05-1851 min
The Investor With Joel PalathinkalAndrew Romans, 7BC Venture Capital: Raising money from family offices / institutions, VC portfolio construction, & deploying capJoel 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.
Andrew Romans...2019-05-1037 min
The Investor With Joel PalathinkalJehan Chu, Kenetic Capital: How blockchain venture funds run in China vs. the USA & stories of hanging out with Arthur Hayes (BiJoel 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.
Jehan Chu is the cofounder of Kenetic Capital. Kenetic C...2019-05-1054 min
The Investor With Joel PalathinkalKatya Fisher, International Blockchain Lawyer: New Crypto Regulations, The Miami Blockchain SceneJoel 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...2019-04-161h 09
The Investor With Joel PalathinkalMichael Collins, Portfolio Manager at Boston Advisors: Portfolio Construction after the Recession & Crypto Vehicles for InstitutJoel 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.
Michael Collins is a Portfolio Manager at Boston Advisors. We talk about how l...2019-04-111h 19