Welcome to RedBlue Capital's Newsletter Audiocast where we dive into key themes in the market in a concise yet comprehensive manner. Visit us at red.blue and read more at news.red.blue redbluecapital.substack.com
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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
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Joel Palathinkal talks to Olaf Sakkers about the future of electric vehicles and transportation. Olaf shares insights on mobility startups, especially in South Africa's tech scene, and discusses challenges for Japanese carmakers. They explore strategies for evaluating startups, due diligence, and networking for fund managers. The episode highlights…
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In this episode, Joel Palathinkal chats with Krista Morgan about her transition from private equity to launching Stage Fund. They discuss the challenges of starting the fund, the role of family dynamics in business, and Stage Fund's acquisition and restructuring strategy, highlighted by a retail tech case study. The conversation covers founders' ro…
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Join Joel Palathinkal and Victor Kwok as they explore Victor's journey in founding VantagePoint and his AI investment thesis. They discuss AI's potential to disrupt industries, legal risks for CFOs, and finance considerations for startups. The episode covers insurance essentials, co-founder dynamics, and crafting strong investment theses. Delve int…
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Joel Palathinkal sits down with Akira Dunham from Fundomo to discuss her multicultural journey into venture capital and her roles at Hillside Ventures and Connecticut Innovations. They explore Connecticut Innovations' commitment to diverse founders and the evergreen fund, along with their international investment strategies in Israel and Toronto. T…
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Anton Belyakov: Flashpoint Ventures and AI in VC
36:27
36:27
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36:27Joel Palathinkal engages with Anton to discuss his transition from physics to finance and his journey in venture capital. Anton elaborates on his investment strategy with a global perspective, distinguishing between prop desk and typical trading desk operations. The episode delves into portfolio management tactics and contrasts business management …
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Joel Palathinkal explores the intersection of AI and biotech with Nathan Lian from Pareto VC. Nathan discusses his career journey and investment strategies in deep tech and biotech. They delve into AI's role in drug discovery, lab experiments, and the PH fellowship's goals and selection process. The conversation highlights opportunities in syntheti…
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Joel Palathinkal chats with Josh Payne about his journey from entrepreneur to venture capitalist. They delve into earn-outs in acquisitions, Josh's role as an angel investor, and strategies for building an LP pipeline. The episode explores brand building for funds, deal sourcing for emerging managers, and Nashville's tech and VC scene. They discuss…
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Vishal Tripathi: Olive Partners Management
41:15
41:15
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41:15Joel Palathinkal welcomes Vishal to explore his venture capital journey and the founding of Next Legacy. They discuss the unique roles athletes and celebrities play in venture capital, highlighting Next Play University and community-building initiatives. Vishal elaborates on successful athlete investors and the leadership skills they bring, includi…
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Vishal Harishchandra: Single Family Office
53:46
53:46
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53:46Joel Palathinkal chats with Vishal Harishchandra about his entrepreneurial journey from Vulcan Group to Ocean AI. They discuss investment strategies, the importance of integrity, and Vishal's unique start from winning a raffle car. The episode highlights AI's transformative role in supply chains, business operations, and code development, including…
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Chris Cunningham: Insights from c2 Ventures
31:45
31:45
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31:45Joel Palathinkal sits down with Chris Cunningham to discuss his journey in venture capital, beginning with the founding of AppSavvy and leading to the establishment of c2 Ventures. Chris shares insights on crafting recession-proof investment strategies and the importance of geographic diversity in venture capital valuations. They explore the art of…
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Joel Palathinkal delves into negotiation power for fund managers with Matthew Bobrow of Nixon Peabody LLP who shares his journey into private funds and experiences with major asset managers. They discuss trends in fund structures, capital allocation, and the intersection of private equity and venture capital. Key topics include liquidity demands, g…
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Joel Palathinkal chats with Balaji about his journey from founding Snapstick to its acquisition by TiVo. Balaji delves into career transitions, CEO roles, and tech industry compensation, sharing lessons from Vinod Khosla and Larry Ellison. They discuss Snapstick's scaling, CES success, and investor relations. Balaji offers book recommendations, dis…
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Joel Palathinkal chats with Noah Friedman about storytelling's influence on marketing and consumer behavior. Noah shares insights from his career and founding Top Shelf Ventures, focusing on people dynamics in business. They discuss whiskey trends, celebrity partnerships, and local craft beer appeal. Key topics include KPIs for beverage investments…
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Joel Palathinkal chats with Ishaan Sachdev about his journey from engineering to investing. Ishaan discusses his educational background, the role of technology in trading, and his experience with iPay's sale. They explore his time as a summer policy advisor, his move to PSG for growth equity, and founding Dessian's Capital. Ishaan offers advice on …
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David Baeckelandt: Sumitomo Mitsui Trust Asset Management Americas, Inc
41:49
41:49
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41:49Joel Palathinkal chats with David Baeckelandt from Sumi Trust about Japan's investment scene, highlighting record-sized buyout funds. David shares his career insights and Sumi Trust's role, discussing Japanese investment trends and private market evolution. They explore entrepreneurial growth, legislative shifts, and leadership challenges in small …
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Joel Palathinkal welcomes Bibash Mukhopadhai to discuss the significance of market cycles in venture capital. Bibash shares his journey, highlighting the role of mentorship and the impact of his upbringing and education on his success. They delve into his early entrepreneurial experiences and transition to academia and venture investing. Bibash off…
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Joel Palathinkal sits down with Ananya Vasagiri to discuss her journey into venture capital, beginning with her early exposure and experiences at UChicago. Ananya shares insights on skillsets vital for success in the field, drawing from her roles at Adams Street Partners and Schematic Ventures. The conversation covers the importance of emotional in…
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Joel Palathinkal chats with Rex Salisbury of Cambrian VC, about evolving venture capital strategies, focusing on fintech community building and Cambrian VC. They discuss family reactions to career shifts, fintech trends, portfolio successes, and assessing risk at the pre-seed stage. The episode highlights the role of community in VC, access in vent…
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Joel Palathinkal chats with Matt Roberts about his journey from technical roles to venture capital, starting from his Ottawa roots. They discuss how engineers can thrive as investors, the evolution of family offices, and Canada's tech ecosystem. Matt shares advice for new fund managers on differentiation, storytelling, and investment structuring. T…
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Mary D'Souza: Family Office (Misha Investments)
1:01:37
1:01:37
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1:01:37Joel Palathinkal chats with Mary D'Souza about her journey from education to investment banking, her move to Emirates, and managing a family office. Mary shares her career success pillars: dreaming, focus, manifesting, perseverance, and pivoting. They discuss relationship-building in investment, private credit trends, and entrepreneurship's link wi…
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Joel Palathinkal converses with Devon Melotra from Valhalla Ventures, emphasizing the significance of identifying enduring moats in venture deals. Devon recounts his career journey and Valhalla Ventures' mission, detailing their investment strategy and first fund. The discussion touches on how his New York upbringing influenced his approach to busi…
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Joel Palathinkal welcomes Samir Kumar, who shares his journey from Microsoft and ROTC to Palm, webOS, and Samsung, highlighting mobile tech evolution and work-life balance. They delve into Samir's AI and deep learning focus at Qualcomm and his role in m12's deep tech investments. The discussion covers Turing's origins, trust with LPs, investment st…
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Joel Palathinkal welcomes Russ Krivor to discuss the impact of interest rates on real estate and Russ's early career. They explore multifamily units, community building, and cost management in development, contrasting development and acquisition strategies. The episode covers fundraising, market trends, manufacturing investments, water availability…
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Joel Palathinkal engages with Mary Wheeler, exploring her career journey and the founding of BioRock Ventures. They discuss investing in serious diseases and the significance of in-person interactions in the business realm. Mary shares insights into the investment criteria and evaluation of drug efficacy in the biopharma sector. The conversation hi…
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Joel Palathinkal introduces Mike Ma, delving into his entrepreneurial journey and the balance between parenthood and business. They explore Mike's early life, education, and tech experiences, highlighting his venture capital insights with Next Cubed. The conversation covers investment focus, growth strategies for startups, and insight-driven market…
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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…
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Joel Palathinkal converses with Kevin Jiang, exploring his journey from Silicon Valley upbringing to academic pursuits at Harvard and Goldman Sachs. Kevin shares valuable insights from his experience at Apollo and SoftBank's Vision Fund, highlighting the formation of Mangusta Capital and its strategic focus on early-stage AI investments. The discus…
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Joel Palathinkal welcomes David Gritz from Insurtech NYC to discuss the intersection of AI and auto insurance. David shares his journey from real estate investing to founding Insurtech New York, highlighting the importance of community learning. They explore insurance applications across various sectors and Insurtech's impact on the global economy …
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Joel Palathinkal chats with Andrew Jarrous about Kevin Hart's Hart House launch, Jarrous' background, and his time at Morgan Stanley. They discuss managing family wealth for high-profile clients and how celebrities like Hart influence generational wealth and social impact. The episode covers partnerships in mission-driven investments, XPB Circle's …
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Joel Palathinkal engages with David Tao in a discussion that traverses the intersection of friendship and business, highlighting its significance in successful fundraising. David shares his journey from a media background to founding BarBend Media, offering insights into the current media landscape and the intricacies of content business. They delv…
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Jesse Liebenthal: Liebenthal Ventures LLC
1:01:13
1:01:13
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1:01:13Joel Palathinkal chats with Jesse Liebenthal about his move to a family office role and the growth of AngelList. They cover deal sourcing, founder selection, and networking in startups. Jesse offers insights on market trends, investment predictions, and the importance of early investor relationships. The discussion touches on AI integration, ethica…
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Joel Palathinkal chats with Ankit Agarwal about the evolving investing landscape and the importance of learning and synthesizing information. Ankit shares his journey from a charcuterie board business to founding Mycelo, discussing AI and EdTech's role in transforming education. They explore AI's impact on learning, authenticity in communication, L…
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In this episode, Joel Palathinkal talks with Billy Libby about the formation and evolution of Upper90, delving into its unique approach to investment strategies and deal structures. Billy shares valuable advice for emerging managers, emphasizing the importance of identifying market gaps. The discussion explores Upper90's focus on specific companies…
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Shayna Harris: GP at Supply Change Capital
42:00
42:00
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42:00In this episode, Joel Palathinkal engages with Shayna Harris to explore her journey in investment and the food supply chain. Shayna shares insights from her experiences with farmers and Mars, discussing corporate partnerships, innovation, and data management challenges. Her transition to Farmers Fridge is highlighted, along with her criteria for ca…
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In this episode, Joel Palathinkal chats with Youngrok Kim about his journey from finance and technology to venture capital. Young shares insights on his transition from playing guitar to investing, emphasizing the craftsmanship and client service in VC. They discuss LP-GP fit, fund investments, and draw parallels between emerging managers and start…
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Albert Azut: Insights from Level VC on Tech, Data, and Emerging Sectors
49:34
49:34
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49:34In this episode, Joel Palathinkal chats with Albert Azut from Level VC about his transition from machine learning to venture capital. Albert shares insights from his time at Verizon and his shift into VC, discussing FinTech evolution, data companies, and tech team dynamics. They cover product management, data infrastructure, and the role of intuiti…
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Sarah Anderson: Structuring Success in Venture and Private Alternative Assets
55:24
55:24
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55:24In this episode, Joel Palathinkal chats with Sarah Anderson about her venture capital journey and insights on networking and education in private alternative assets. They discuss her career transitions, personal sacrifices, and the venture studio model, covering ownership, equity, and idea validation. The conversation contrasts standard fund models…
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In this episode, Joel Palathinkal converses with Alex Edelson, who shares his journey leading to the launch of Slipstream. They discuss the significance of patience in investment and delve into the nuances of investment conviction and identifying talented fund managers. Alex elaborates on building a franchise and nurturing long-term partnerships wi…
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Claude Grunitzky: From Media Pioneer to Venture Capitalist
55:53
55:53
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55:53Join Joel Palathinkal as he explores Claude Grunitzky's journey from founding Trace magazine to creating Equity Alliance. They discuss balancing life and work, the concept of "Flow," and the importance of community. Claude shares insights on hip hop culture, cross-cultural collaborations, and music evolution. Discover parallels between talent sourc…
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Sheryl Mejía, CFA, - Steward Asset Management
52:59
52:59
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52:59In this episode, Joel Palathinkal engages with Sheryl Mejia to explore her professional journey, delving into her transition from the New York Common Retirement Fund to Steward Capital. They discuss anchor investment strategies, private equity trends, and the market's impact on buyout strategies. The conversation highlights the overlap between heal…
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In this episode, Joel Palathinkal sits down with Roger Vincent to discuss his career journey, from his education to his transition from DLJ to a buyout fund, and the skills he developed along the way. They delve into the intricacies of sector specialization and the LP perspective, examining the evolution of industry multiples. Roger offers advice f…
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In this episode, Joel Palathinkal explores the immigrant journeys of guests Ajay and Amir, delving into their backgrounds and the formation of their family offices. The discussion highlights investment strategies, with a focus on generational wealth transfer and balancing venture and real estate in family portfolios. Ajay shares insights from his S…
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Sabrina Bainbridge: Associate Director of Impact Investments for Spring Point Partners
54:15
54:15
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54:15In this episode, Joel Palathinkal chats with Sabrina Bainbridge about her finance journey and role at Spring Point. They explore Oklahoma's tech and food scene, Sabrina's investment strategy, and partner qualities she values. The discussion covers active investment, due diligence, and relationship-building, offering advice for Limited Partners (LPs…
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Stephen Shaya: Family Office - Akkad Holdings
28:45
28:45
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28:45In this episode, Joel Palathinkal explores the intersection of faith, community, and business with insights from J and B Medical's journey. The discussion highlights Vatican initiatives and the concept of Sedika, emphasizing the role of faith in shaping business practices. The conversation shifts to workforce development and global healthcare trend…
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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 …
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In this episode, Joel Palathinkal welcomes McCandy A. Begin to explore the investment strategies of family offices and AppGear Capital's approach. They discuss McCandy's career transition to mergers and acquisitions and delve into the role of tech and venture investments within family offices. The conversation highlights the passion driving second-…
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Erin Harkless Moore, Senior Director of Investments, Pivotal Ventures
55:07
55:07
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55:07In this episode, Joel Palathinkal is joined by Erin Harkless Moore to discuss the significance of continuous learning for investors. Erin shares her career journey, early influences, and experiences in discovering investing. They delve into the role of communication, curiosity, and team dynamics in making investment decisions, as well as the challe…
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Ned Brines: Chief Investment of Strategy - Single Family Office
55:30
55:30
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55:30In this episode, Joel Palathinkal is joined by Ned Brines to discuss the intricacies of investment strategies and career development. Ned shares insights from his role at Arnell and reflects on his educational background and early career advice. They explore leveraging historical knowledge in investing, persistence in job hunting, and changes in re…
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Dan Stolar: Principal at Colibri Equity Ventures,(Single Family Office)
50:10
50:10
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50:10Joel Palathinkal talks with Dan Stolar about his journey from education to a career in investment banking and venture capital. Stolar highlights the impact of the Birthright Excel program and his internships, offering insights into transitioning into investment banking. The discussion covers Israel's tech scene, advice for aspiring venture capitali…
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Jonathan Hung: Single Family Office- Managing Partner Entrepreneur Ventures
53:15
53:15
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53:15In this episode, Joel Palathinkal talks with Jonathan Hung about his journey in angel investments, venture capital, and transitioning into the family business. They explore multi-asset strategies, family office insights, and preserving wealth across generations. Jonathan discusses the origins of entrepreneurial ventures, trust-building, and investm…
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