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
Ryan Else: Roadster Capital
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 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.
Key Points
- Emerging managers offer unique advantages in speed and access that can lead to strong returns, making them a compelling investment opportunity.
- Successful fund management requires a deep understanding of portfolio construction, disciplined capital deployment, and strong relationships with LPs.
- Despite economic uncertainties, venture capital remains a promising asset class driven by innovation and the potential for significant growth in emerging technologies like AI.
Chapters
| 0:00 | |
| 1:13 | |
| 3:04 | |
| 4:10 | |
| 7:24 | |
| 8:40 | |
| 19:19 | |
| 26:21 | |
| 30:27 | |
| 34:32 | |
| 36:00 | |
| 39:04 | |
| 40:56 | |
| 42:19 | |
| 44:50 | |
| 48:25 | |
| 52:29 |
Transcript
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