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 market…

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…

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 discus…

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 …

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 …

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 delv…

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, ethica…

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, L…

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…

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 ca…

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 start…

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 intuiti…

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…

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 wi…

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 sourc…

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 heal…

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 f…

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 S…

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…

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 trend…

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 …

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-…

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 challe…

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 re…

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 capitali…

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 investm…

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 in…

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, offerin…

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 an…

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 w…

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 fou…

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 all…

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 buildin…

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 emergin…

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.(0:00) Introduction of…

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 develop…

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 manufacturi…

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 Rockefel…

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 o…

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 fi…

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 servic…

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 conversatio…

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 touc…

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 audienc…

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 portfol…

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 pref…

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…

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, highlighti…

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. Dis…

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, transiti…