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
Derek Brooks: Flatworld Partners
In this episode, Derek Brooks from Flatworld Partners discusses his transition from marketing to investing, highlighting the importance of networking and his time with Abraaj Group. He explores impact investing, structuring strategies for NGOs, and the role of concessionary investments. Derek also covers portfolio construction for dual-purpose funds and various investment strategies like venture and private equity. The conversation includes evaluating fund performance, operational efficiency, and manager risks. Derek emphasizes intangible factors in manager selection, relationship building, and the power of content marketing. The episode wraps up with insights on edutainment and future events.
Key Points
- Effective portfolio construction for impact funds involves a balanced allocation strategy, often with a significant portion in venture capital, complemented by allocations to infrastructure and private equity to manage risk and maximize returns.
- Understanding and tracking impact metrics, such as loss ratio, TVPI, and gross-to-net drag, are critical for evaluating the performance and operational efficiency of fund managers, ensuring alignment with investment goals and risk management.
- Building and maintaining strong personal relationships, conducting thorough reference checks, and engaging in community events are essential for identifying and supporting fund managers who demonstrate both expertise and the ability to foster trust and collaboration.
Chapters
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| 56:00 |
Transcript
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