The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
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Dan Stolar: Principal at Colibri Equity Ventures,(Single Family Office)
50:10
50:10
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50:10Joel 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…
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Jonathan Hung: Single Family Office- Managing Partner Entrepreneur Ventures
53:15
53:15
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53:15In 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…
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Jon Staenberg: Fund of Funds Investor, Agate Hound Fund
48:28
48:28
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48:28Joel 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…
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Eduardo Zaldivar. Managing Partner, Mosaic ETA
38:15
38:15
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38:15Joel 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…
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Brett Ashley Barth: Multi Family Office - Capital Creek Partners
46:43
46:43
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46:43In 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…
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Ashish Shah: Syon Capital Multi-Family Office
52:46
52:46
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52:46Joel Palathinkal kicks off the episode with investment strategies before introducing Ashish Shah of Syon Capital. Ashish shares his journey into finance, highlighting Scion's investment platform and fund-to-fund strategy. They discuss structuring investment products, client profiles, legacy planning, and Scion Academy's role. Family office trends, …
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Sam Mahmood: The Pave (Buying Mainstreet Businesses)
50:21
50:21
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50:21Join 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…
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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…
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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…
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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…
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How a Single Family Office Ryan Brown Allocates & Invests
50:44
50:44
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50:44Joel 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…
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Vishal Tripathi: LP at Next Legacy ventures
40:26
40:26
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40:26Joel 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…
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James Tannahill, MBA: Single Family Office, Plocamium Holdings
46:39
46:39
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46:39Joel 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…
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Chat with Harshad Lalit, Vice President at Rockefeller Capital
53:19
53:19
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53:19Joel 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…
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Chat with Steven Saltzstein, CEO at Force Wealth
53:56
53:56
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53:56Joel 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…
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Chat with Tracy Chadwell, Founding Partner at 1843 Capital
55:52
55:52
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55:52Joel 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…
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Chat with Tanner McDaniel, Director at Cornerstone Fund Services
1:07:37
1:07:37
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1:07:37Joel 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…
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Chat with Stonly Baptiste Blue, Co-founder at Urban Us
1:02:42
1:02:42
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1:02:42Joel 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…
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Chat with Stephen Melia, Partner at OpenView
1:00:59
1:00:59
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1:00:59Joel 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…
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Chat with Sarah Leners, Senior Associate at Bull City Venture Partners
55:11
55:11
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55:11Join 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…
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Chat with Robert Harary, Associate at Evolution VC Partners
1:09:31
1:09:31
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1:09:31Join 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…
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Chat with Oscar Ramos, Partner at SOSV
1:00:55
1:00:55
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1:00:55Join 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…
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Chat with Max Gokhman, Head of Asset Allocation at Pacific Life Fund Advisors
1:05:28
1:05:28
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1:05:28Joel 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…
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Chat with Keith Kan, Associate at Simplifi Ventures
55:25
55:25
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55:25Joel 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…
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Chat with Kate Brodock, Founding Partner at W Fund
1:01:16
1:01:16
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1:01:16Join 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…
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Chat with Evan Langsam, Associate at SeedInvest
1:04:14
1:04:14
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1:04:14Joel 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…
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Chat with Tiffany Williams and Kiley Summers, General Partners at Diversity Fund Houston
41:25
41:25
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41:25Joel 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 ecosys…
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Chat with Daria Abbaei, General Partner at Naples Technology Ventures
50:13
50:13
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50:13Join 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…
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Chat with Anna Raptis, General Partner at Amplifica Capital
1:02:12
1:02:12
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1:02:12Joel 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 cove…
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Chat with Kalsoom Lakhani, General Partner at i2i Ventures
54:12
54:12
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54:12Joel 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. T…
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Chat with Robert Frankfurt, Founder at Living Fund
48:03
48:03
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48:03Joel 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 chang…
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Chat with Kfir Kachlon, General Partner at AnD Ventures
1:02:42
1:02:42
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1:02:42Joel 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 …
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Live chat with a Venture Capitalist: Entrepreneur & Investment Analyst at Midven
1:02:42
1:02:42
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1:02:42Join 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 …
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Chat with Harshad Lalit, Vice President at Rockefeller Capital Management
53:16
53:16
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53:16Joel 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, imp…
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Live Chat With Steve Salzstein of FORCE Wealth (Family Office Platform)
53:34
53:34
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53:34Join 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 …
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Kain Warwick: Founder of Synthetix, a crypto-backed synthetic asset platform, talking about trustless systems, their fundamental
49:12
49:12
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49:12Joel 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…
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Cherie Aimee: Featured on Dr. Oz, NBC Today, & CBS, From dying & crossing over to Blockchain, & living the best life possible fu
56:07
56:07
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56:07Join 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 t…
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Kyle Kistner & Tom Bean: The story behind the team at bZx & their new product Fulcrum which is the most simple and powerful way
54:22
54:22
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54:22Joel 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…
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Mike Rogers: From Blackstone to Blockchain , Leaving a stable job for Crypto, & Thoughts on Life & Purpose
1:34:39
1:34:39
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1:34:39Joel 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 …
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Nelson Chen: Neutral Project (ex-Blackrock) is a metastable basket of stablecoins, native financial instruments and the infrastr
51:55
51:55
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51:55Join 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…
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Raakhee Miller: From Goldman Sachs to Crypto Trading, Growing up in Hong Kong & working in NYC, Job Hopping for professional gro
1:09:57
1:09:57
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1:09:57Joel 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…
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Andrey Belyakov: Opium Protocol: Create, settle, and trade virtually all derivatives in a trustless way. Opium Network is a set
1:07:07
1:07:07
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1:07:07Joel 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 ado…
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Zhe Yang, Decryption Capital: The fund manager scene and how it varies across different geographies, the evolution of blockchain
51:22
51:22
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51:22Joel 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…
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Andrew Romans, 7BC Venture Capital: Raising money from family offices / institutions, VC portfolio construction, & deploying cap
37:52
37:52
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37:52Joel 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 con…
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Jehan Chu, Kenetic Capital: How blockchain venture funds run in China vs. the USA & stories of hanging out with Arthur Hayes (Bi
54:42
54:42
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54:42Joel 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 blockch…
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Katya Fisher, International Blockchain Lawyer: New Crypto Regulations, The Miami Blockchain Scene
1:09:16
1:09:16
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1:09:16Joel 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 conversat…
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Michael Collins, Portfolio Manager at Boston Advisors: Portfolio Construction after the Recession & Crypto Vehicles for Institut
1:19:00
1:19:00
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1:19:00Joel 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…
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