Erin Harkless Moore, Senior Director of Investments, Pivotal Ventures

In this episode, Joel Palathinkal is joined by Erin Harkless Moore to discuss the significance of continuous learning for investors. Erin shares her career journey, early influences, and experiences in discovering investing. They delve into the role of communication, curiosity, and team dynamics in making investment decisions, as well as the challenges faced in fundraising. The conversation covers building long-term investor relationships, frameworks for emerging fund managers, and assessing investor potential. They explore strategy alignment in the care economy, technology's impact, and quantitative metrics for fund performance. Erin offers advice for finance students, emphasizing mentorship and the importance of successful women in finance.

Ned Brines: Chief Investment of Strategy - Single Family Office

In this episode, Joel Palathinkal is joined by Ned Brines to discuss the intricacies of investment strategies and career development. Ned shares insights from his role at Arnell and reflects on his educational background and early career advice. They explore leveraging historical knowledge in investing, persistence in job hunting, and changes in recruitment practices. The conversation covers the importance of accountability, resilience, and work-life balance in investment roles. Ned highlights career progression, lessons from George Argyros, and family office strategies. They delve into asset allocation, manager traits, venture investments, and trends in real assets, concluding with an anecdote about Sam Zell.

Dan 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.

Jonathan Hung: Single Family Office- Managing Partner Entrepreneur Ventures

In this episode, Joel Palathinkal talks with Jonathan Hung about his journey in angel investments, venture capital, and transitioning into the family business. They explore multi-asset strategies, family office insights, and preserving wealth across generations. Jonathan discusses the origins of entrepreneurial ventures, trust-building, and investment challenges. They also examine identifying successful founders, LP dynamics, and how wealth influences management style. The episode wraps up with advice for general partners, family offices, and the crucial role of education in entrepreneurship and pre-seed investment challenges.

Jon Staenberg: Fund of Funds Investor, Agate Hound Fund

Joel Palathinkal delves into the evolution of venture capital and the significance of personal reassessment before introducing the episode's guest. They explore the guest's background, early life, and transition into venture capital, with a focus on search funds and fund of funds strategy. The discussion breaks down the search fund ecosystem and industry preferences, highlighting AI's impact on small businesses and digital transformation. The episode features Delphi AI, discussing AI twin technology and clone applications for mentoring and information sharing. The importance of the attention economy in investment strategy, portfolio construction, and personal entrepreneurial ventures is examined, concluding with closing thoughts and future interactions.

Eduardo Zaldivar. Managing Partner, Mosaic ETA

Joel Palathinkal welcomes guest Eduardo Zaldivar, who shares his journey into Entrepreneurship Through Acquisition (ETA) and founding Mosaic ETA. They discuss public awareness and challenges in ETA, operating acquired businesses, and screening opportunities. Eduardo explains funding strategies, acquisition criteria, and sectors of interest, offering contrarian investment examples. He shares insights from being a limited partner, experiences with family offices, and innovative fund structures. The episode also explores search fund deals and offers advice for pursuing careers in asset management.

Brett Ashley Barth: Multi Family Office - Capital Creek Partners

In this episode, Joel Palathinkal begins by discussing the significance of alignment and access in firm exits and the family office model. He introduces Brett Ashley Barth, who shares her career journey and transition to Capital Creek Partners, highlighting their investment strategy. The conversation delves into building an alternatives platform and adopting the endowment model. They explore due diligence processes, manager selection, and family office services, along with allocation, reporting, and asset protection strategies. The discussion covers SMAs, generational education, estate planning, and institutionalizing operations, emphasizing cybersecurity and operational controls. Current trends and investment interests among LPs are also examined.

Ashish Shah: Syon Capital Multi-Family Office

Joel 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, direct versus fund-level investments, asset aggregation tools, and manager selection criteria are explored. The conversation covers AI in wealth management, venture sector trends, and tech innovations. Challenges in deep tech investments and iterative development are discussed, concluding with advice for fund managers and networking tips.

Sam 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.

Bruno Medieros: Single Family Office

Joel Palathinkal opens the episode with insights into the early days of Bloomberg and its influence on Wall Street. He introduces guest Bruno Maderos, who shares his finance career journey and role at Pactual, highlighting the impact of Bloomberg terminals and the UBS acquisition of Pactual. They discuss current trends in Latin American capital allocation and associated safety concerns. Bruno reflects on his move to New York, offering professional and personal insights. The conversation covers capital allocation strategies, long-term investments, and diversification, alongside career advice for young finance professionals. They also address work-life balance in a competitive environment, concluding with closing remarks and gratitude.

Wendy Ni, CFA: Portage Point Partners

Joel Palathinkal introduces the episode with a focus on financial modeling in private equity (PE) before welcoming Wendy Ni. Wendy shares her career journey, offering insights into the private equity landscape and her work at Portage Point Partners. The discussion covers job interview preparation, networking strategies, and effective resume building for those pursuing PE careers. A deep dive into the stages of private equity, company size analysis, and venture capital trends provides listeners with a comprehensive understanding of the field. The conversation also touched on long-term career planning, finding purpose in PE work, and the role of impact and fulfillment in career choices. The episode concludes with acknowledgments.

Ali Jamal: First Check Ventures

Joel Palathinkal and Ali Jamal explore the intricacies of investing in emerging markets, beginning with Ali's career transition into data science and his move to Thailand. They discuss his experiences at Rappi and PayClip, and his insights into angel investing and cultural dynamics in Mexico. The conversation delves into economic shifts and emerging opportunities, including disruptions and syndicate scaling in Latin America. Building strong relationships with founders and LPs is emphasized, alongside advice for emerging fund managers. The episode also features market trends for 2025, growth sectors in Asia, and an interview with Jane Doe on sustainable investing, followed by a listener Q&A session.

How a Single Family Office Ryan Brown Allocates & Invests

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.

Vishal Tripathi: LP at Next Legacy ventures

Joel Palathinkal and Vishal Tripathi explore Vishal's career journey and transition into private markets, focusing on his work with Next Legacy to provide financial education for athletes. They discuss wealth preservation, venture capital, and the competitive nature of athlete investors. The episode highlights Next Play University's role in developing leadership skills and the importance of asset allocation and manager selection. Insights into successful fund managers, succession planning, and the challenges faced by Solo GPs are shared. The conversation also covers fundraising strategies for emerging managers and offers advice on celebrities taking on corporate roles and entrepreneurship.

James Tannahill, MBA: Single Family Office, Plocamium Holdings

Joel Palathinkal and James Tannahill delve into James's extensive career in strategic finance and equity research within the healthcare sector. They discuss the advantages of technical education and explore opportunities in the biotech industry, including an analysis of COVID-19's impact. The conversation covers the complexities of drug manufacturing and regulatory hurdles, alongside Plocanium Holdings' approach to private equity and investment. James shares insights on consulting, marketing for client retention, and the importance of data ownership in outsourcing. They also touch on the role of content and social media in business growth, and discuss capital support for family businesses and health initiatives.

Chat with Harshad Lalit, Vice President at Rockefeller Capital

Joel Palathinkal engages with Harshad Lohland from Rockefeller Capital Management to explore his career journey from India to the US finance sector, highlighting his transition from tech to quantitative finance. They delve into ESG investing, discussing its historical context, empirical evidence, and performance. Harshad shares insights on Rockefeller's quant strategy and the intersection of his PhD work with entrepreneurship. The episode also covers funding and commercializing academic research, with a focus on ESG trends and impact investing. An audience Q&A session provides further exploration on ESG integration across sectors. Closing remarks include a preview of upcoming episodes.

Chat with Steven Saltzstein, CEO at Force Wealth

Joel Palathinkal and Steven Saltzstein discuss Steven's career and the founding of Force Wealth. They cover family office diversity, co-investment, and generalists vs. specialists. The episode explores fund types, capital raising, and fundraising nuances. Steven shares insights on due diligence, future trends for fund managers, and the importance of ESG and impact investing. They also discuss charities, drug development funds, and client relations. Advice for emerging managers, the significance of relationships in fund allocation, and content strategy are included. Audience questions focus on raising capital and emerging investment opportunities.

Chat with Tracy Chadwell, Founding Partner at 1843 Capital

Joel Palathinkal and Tracy Chadwell discuss eighteen forty three Capital, inspired by Ada Lovelace. Tracy shares her career journey, highlighting storytelling in venture capital, her shift to angel investing, and her focus on aging tech innovations. They explore challenges in impact investing and opportunities in mobility, fintech, and longevity finance. The conversation includes strategies for secondary market opportunities and best practices for emerging managers. Audience questions cover breaking into venture capital and seed stage strategies. The episode wraps up with insights on family offices, raising institutional capital, and defining "SilverTech."

Chat with Tanner McDaniel, Director at Cornerstone Fund Services

Joel Palathinkal and Tanner McDaniel discuss Tanner's career and the mission behind Cornerstone Fund Services, highlighting its role in fund administration and support. They explore key performance metrics, LP preferences, and trends in fund administration, including international investment considerations. Tanner shares insights on customer service and custom solutions, comparing Cornerstone to competitors in terms of fee structures. The conversation covers emerging manager pathways, fund versus SPV management, handling K-1s, tax events, and special considerations for SPACs. They also delve into secondaries, fund life extension, and LPAC selection, wrapping up with a Q&A session.

Chat with Stonly Baptiste Blue, Co-founder at Urban Us

Joel Palathinkal welcomes Stoney Blue from Urban US to discuss his career and mission-driven work. Stoney shares his journey from early career stages to finding purpose in the mission-driven sector. They explore Urban US's reputation and the importance of enjoying the journey, emphasizing the distinction between passion and mission. The conversation covers time management, productivity tools, and global investment opportunities, particularly in Asia. Stoney provides insights into venture capital, diversity, and evaluating startups in energy and sustainability. They also discuss investment stages, check sizes, and startup team evaluation, concluding with thoughts on future collaboration.