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
Matt DiOrio - Single Family Office
In this episode, Joel Palathinkal delves into managing Limited Partner (LP) relationships and expectations. Key topics include tailoring pitches for different LP types, asset allocation for family offices, and avoiding common LP strategy mistakes. The episode emphasizes the importance of strong GP-LP relationships, covering communication, conflict resolution, and effective fund update strategies. It also discusses building a track record for new managers, differentiating funds, and engaging multi-generational family offices, with a focus on geographic differences, particularly in Texas. The episode wraps up with insights on fund evolution, scaling, and strategic hiring.
Key Points
- Building a track record as an angel investor through proof of concept funds or friends and family funds can be instrumental in launching a first institutional fund.
- Effective GP-LP relationships are built on open, honest, and transparent communication, including regular, detailed updates on portfolio performance and challenges.
- Fund managers should be thoughtful about scaling their teams and strategies, ensuring they expand their operational staff and maintain a clear, consistent investment thesis as they grow.
Chapters
| 0:00 | |
| 6:34 | |
| 9:39 | |
| 11:29 | |
| 14:17 | |
| 18:36 | |
| 20:48 | |
| 24:09 | |
| 27:15 | |
| 29:53 | |
| 33:43 | |
| 35:28 | |
| 37:18 | |
| 39:17 | |
| 42:02 | |
| 44:32 | |
| 46:39 | |
| 48:18 | |
| 50:19 | |
| 51:24 | |
| 54:49 |
Transcript
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