The Investor With Joel Palathinkal
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
Joe Medved: Lerer Hippeau
In this episode, Joel Palathinkal chats with Joe Medved of Lerer Hippeau about current market conditions and opportunities. Joe shares his journey from Bear Stearns to SoftBank Capital to Lerer Hippeau, discussing the firm's growth and investment strategies. They explore media investments, LP perspectives, and the role of family offices. The conversation offers insights for emerging managers on essential services, deal sourcing, and portfolio strategies. Joe highlights the importance of goodwill, LP relationships, secondary market strategies, and pro rata rights. They also cover overcoming challenges, talent acquisition, and structuring for multigenerational success.
Key Points
- Diversifying investment strategies and focusing on sectors with predictable revenue and lower risks, such as private equity and secondaries, can be beneficial in the current market conditions.
- Building strong relationships with founders and leveraging networks for due diligence are crucial for successful deal sourcing and evaluation, especially in early-stage investing.
- Emerging managers should consider smaller, niche-focused funds and utilize SPVs to build relationships with LPs, demonstrate access to high-quality deals, and navigate challenging fundraising environments.
Chapters
| 0:00 | |
| 0:46 | |
| 1:16 | |
| 1:33 | |
| 4:47 | |
| 9:13 | |
| 15:02 | |
| 23:12 | |
| 26:00 | |
| 30:30 | |
| 33:00 | |
| 40:44 | |
| 43:05 | |
| 43:37 | |
| 47:39 | |
| 49:25 | |
| 50:02 |
Transcript
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