Podcast
The Investor With Joel Palathinkal
Hosted by Dr. Joel Palathinkal · EN
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
132episodes
Episodes
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Connor Drake: Senior Coach and Head of Content at MindMaven
Dec 3101:24:34Summary readyIn this episode, we sit down with Connor Drake, Senior Coach and Head of Content at MindMaven, to explore how leaders in high-pressure industries like private equity and venture capital can reclaim their most valuable resource: time. Connor unpacks the principles of "radical delegation," a strategic approach that helps executives free up over twelve hours each week by optimizing how they work with executive assistants and leverage emerging AI tools. He delves into the critical importance of intentional relationship management for fundraising, deal flow, and team culture, sharing actionable frameworks for maintaining mindshare with key stakeholders and systematizing authentic connection. Connor also provides concrete tactics for implementing inbox shadowing, AI-powered meeting debriefs, and structured white-space time, demonstrating how to shift from reactive busywork to high-impact leadership. This conversation is essential for any founder, investor, or executive looking to scale their influence, protect their mental bandwidth, and build a more sustainable, impactful career.#RadicalDelegation #ExecutiveProductivity #VentureCapital #PrivateEquity #TimeManagement #AIAutomation #Leadership #RelationshipManagement
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Rick Pederson: Vice Chairman and Chief Strategy Officer at Bow River Capital
Dec 1500:57:11Summary readyIn this episode, we sit down with Rick Pedersen, Vice Chairman and Chief Strategy Officer at Bow River Capital, a seasoned institutional investor with decades of experience spanning consulting, real estate, and private asset management. Rick shares his unique perspective on building a career through curiosity and embracing discomfort, offering invaluable advice for both emerging managers and institutional LPs. We dive into the evolution of endowment investing, the critical importance of cross-disciplinary collaboration within a firm, and how to assess manager competence beyond track records. Rick also provides a macro outlook on the AI-driven infrastructure boom in the "Rodeo Region" and discusses the essential blend of technical skill, communication, and humility needed to build a lasting investment culture. Whether you're navigating fund launches, LP relationships, or leadership development, this conversation is packed with strategic insights for the modern allocator and asset manager.#PrivateEquity #AssetManagement #InvestmentStrategy #InstitutionalInvesting #BowRiverCapital #PortfolioConstruction #AITrends #LeadershipDevelopment
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Scott Sherman: Managing Partner, Mesa Lane Capital Partners
Dec 1400:53:19Summary readyIn this episode, we speak with Scott Sherman, Managing Partner at Mesa Lane Capital Partners, a firm dedicated to seeding and supporting the next generation of emerging venture capital managers. Drawing on nearly two decades of experience at institutions like Blackstone and Tiger Management, Scott shares invaluable insights on what makes a successful emerging GP, from the critical importance of specialized expertise and founder-GP fit to the operational and strategic support that can accelerate a firm's trajectory. We dive deep into the nuances of early-stage venture investing, discuss how to build durable firm culture and leadership, and explore why now is a compelling time for allocators to consider emerging manager exposure. Whether you're an aspiring manager, an investor evaluating GP partnerships, or building a career in asset management, this conversation is packed with actionable wisdom on navigating the venture ecosystem with integrity and impact.#VentureCapital #EmergingManagers #GPSeeding #StartupInvesting #FundStrategy #AssetManagement #MesaLaneCapital #InvestorInsights
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Jeremy D. Held: Managing Director at Bow River Capital
Dec 1300:31:26Summary readyIn this episode, we sit down with Jeremy D. Held, CFA, Managing Director at Bow River Capital, who leads the firm’s registered asset management and evergreen private equity strategies. With over three decades in asset management, Jeremy shares his journey from teaching English abroad to overseeing billions in assets, and delves into the transformative trends in private markets. We explore the rise of evergreen investment structures, how they democratize access to diversified private equity portfolios, and why specialized expertise is critical in sectors like defense tech, software, and AI. Jeremy also offers invaluable insights on building a strong firm culture, attracting next-generation talent through reverse mentorship, and the evolving DNA of a successful private equity investor in a hyper-competitive landscape. Whether you’re an allocator, entrepreneur, or investor, this conversation provides a masterclass in navigating the modern private equity ecosystem.#PrivateEquity #EvergreenFunds #AssetManagement #VentureCapital #BowRiverCapital #InvestingStrategy #AITrends #PortfolioDiversification
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Hasan Haider: Plus Venture Capital
Dec 800:34:29Summary readyIn this episode, we dive deep with Hasan Haider, Founder and Managing Partner of Plus Venture Capital, a pioneering early-stage VC firm focused on the MENA region. Hasan shares his accidental journey into venture capital, from launching one of the first angel investment groups in the Middle East to partnering with 500 Startups and eventually founding his own firm. He offers invaluable insights into building a venture ecosystem from the ground up, the evolving startup landscape in MENA, and the unique challenges and opportunities of investing in emerging markets. Learn about his hands-on approach to backing execution-focused founders, the critical role of secondary exits, and why he believes the MENA region is on the cusp of a major tech transformation.#VentureCapital #MENAStartups #TechInvesting #EmergingMarkets #StartupEcosystem #FounderAdvice #VCInsights #PrivateEquity
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Anton Fedorov: Flashpoint VC
Nov 2900:35:20Summary readyIn this episode, we're joined by Anton Fedorov, Partner at Flashpoint VC, for a fascinating look at his journey from laser physicist and prop desk trader to a seasoned venture capitalist. Anton delves into the unique parallels between running physics experiments and building a VC portfolio, explaining Flashpoint's focused strategy on B2B software and its evolution to include AI and climate tech. We explore the critical importance of founder-market fit, the hunt for proprietary data moats in the age of AI, and the quantitative, risk-reward approach they apply to Series A investing. Anton also shares invaluable advice for emerging fund managers on the necessity of constant fundraising, perpetual curiosity, and building systemic alpha. This conversation is a masterclass in adapting investment theses and the relentless hustle required to build a multi-fund, multi-product venture firm.#VentureCapital #B2BSoftware #AIInvesting #StartupFunding #Fundraising #TechStartups #PrivateEquity #VCStrategy
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David Miller: CIO, Catalyst Funds
Nov 2500:43:49Summary readyIn this episode, we sit down with David Miller, CIO of the $13 billion asset management firm Catalyst Funds, for a masterclass in portfolio strategy and firm building. David shares his unique journey from a childhood fascination with stocks to founding a successful mutual fund company, detailing the critical lessons learned from navigating the 2008 financial crisis and the power of true diversification beyond simple stock picking. We dive deep into his strategic approach of combining uncorrelated, alpha-generating strategies to enhance returns while mitigating risk, his insights on leveraging external talent through sub-advisory partnerships, and his practical advice for using AI as a powerful analytical tool. David also offers invaluable wisdom from his experiences, including a personal anecdote from Warren Buffett on finding undervalued opportunities. This conversation is essential listening for any investor or asset manager looking to refine their strategy and build a resilient investment business.#AssetManagement #InvestingStrategy #PortfolioManagement #RiskManagement #Diversification #HedgeFunds #AIinFinance #InvestmentAdvice
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Aaron Kirchoff : 1180 Partners
Nov 1900:34:11Summary readyIn this episode, we sit down with Aaron Kirchoff, a former US Air Force officer and seasoned institutional asset manager, now leading 1180 Partners. Aaron shares his unique journey from military financial management to a decade at Earnest Partners and his strategic pivot into the alternatives space. He provides a masterclass in building an investment firm from the ground up, emphasizing the critical importance of a clear value proposition, unwavering conviction, and a definable edge. Aaron breaks down the three essential components for attracting institutional capital: identifying key decision-makers, having the necessary track record and infrastructure, and aligning your strategy with an allocator's specific needs. He also offers invaluable career advice for aspiring fund managers, highlighting the power of long-term planning, professional designations like the CFA, and the mindset required to "outwork self-doubt" in a competitive industry.#HedgeFund #AssetManagement #InvestmentStrategy #VentureCapital #PortfolioManagement #CFA #AlternativeInvestments #CareerAdvice
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Joe Tigay: Catalyst Hedged Equity Fund
Nov 1800:40:40Summary readyIn this episode, we sit down with Joe Tigay, Portfolio Manager for the Catalyst Hedged Equity Fund and a former VIX options market maker on the Chicago Board of Options Exchange. Joe brings a unique perspective from the trading pits to portfolio management, detailing his long-volatility, hedged equity strategy that provides risk-managed exposure to mega-cap tech leaders like NVIDIA, Microsoft, and Google. He breaks down the mechanics of combining long equity positions with a strategic long volatility component, creating a built-in "sell high, buy low" mechanism for the portfolio. Joe also shares his insights on the current AI investment landscape, his bullish outlook on big tech's reinvestment into AI, and why he considers Google a top pick. He offers invaluable advice on maintaining emotional consistency in trading, the importance of having a definable edge, and why understanding market participant psychology remains a crucial, human-driven skill even in the age of AI.
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Ben Parr: General Partner, Theory Forge Ventures
Oct 1700:48:09Summary readyIn this episode, we sit down with Ben Parr, General Partner at Theory Forge Ventures and President/Co-founder of Octane AI. A former editor at Mashable and author of "Captivology," Ben brings a unique lens to the world of AI investing and entrepreneurship. We dive into his journey from journalism to founding a profitable AI platform, the future of AI in editorial and e-commerce, and his tactical advice for founders on achieving product-market fit, storytelling, and resilience. Ben shares invaluable insights from the front lines of AI venture capital, discussing why "AI founders backing AI founders" is a powerful model and how tenacity is the ultimate founder superpower. A must-listen for anyone in tech, startups, or investing.
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