Joel 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, including asset allocation strategies for LPs. The conversation delves into patterns and challenges in fundraising for venture funds, with insights on emerging managers and celebrities transitioning into corporate roles. Vishal shares advice on transferable skills and sector curiosity for fund managers. The episode concludes with closing remarks and expressions of appreciation.

(0:00) Introduction and opening remarks with guest Vishal

(2:17) Vishal's journey into venture capital and Next Legacy overview

(5:43) Role of athletes and celebrities in venture capital and Next Play University

(11:04) Successful athlete investors and community building initiatives

(19:30) Athlete leadership skills and asset allocation strategies for LPs

(24:10) Patterns and challenges in fundraising for venture funds

(33:04) Emerging managers and celebrities in corporate roles

(38:38) Transferable skills, sector curiosity, and advice for fund managers

(40:35) Closing remarks and appreciation

Joel 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 conversational AI and its sector-wide implications. Vishal also shares insights on AI in podcast production, robo-taxis, and emerging job roles, along with trends in manufacturing and venture capital. They wrap up with challenges for fund managers and the enduring value of integrity and continuous learning.

(0:00) Introduction and Vishal Harishchandra's entrepreneurial journey with Vulcan Group and Elite Models

(3:32) Insights on exits, investment strategies, and the importance of integrity in business

(9:16) From winning a raffle car to first business venture and evolution into Ocean AI

(16:36) The transformative impact of AI on supply chain, business operations, and code development

(20:37) Conversational AI clones and the potential and risks of AI in various sectors

(25:35) AI in podcast production and the effects of robo-taxis on the workforce

(27:12) Emerging job roles, Vibe coding, and teaching entrepreneurship

(31:08) Trends and new manufacturing hubs in the supply chain space

(36:26) The shift towards automated manufacturing and global venture capital ecosystems

(42:06) Challenges for fund managers, allocators, and final advice on integrity and learning

(50:00) Perspectives on fundraising, AI companies, and the importance of application layer focus

(53:11) Closing remarks and appreciation

Joel 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 deal sourcing, screening, and the dynamics of brand building within the VC landscape. The conversation also covers content strategy, comparing short-form and long-form approaches, and the challenges faced by emerging fund managers. Chris emphasizes the importance of cultivating relationships with LPs and building trust, wrapping up with closing thoughts on the episode's themes.

(0:00) Introduction to Venture Capital and Chris Cunningham

(1:41) Chris Cunningham's Background and AppSavvy Journey

(4:25) c2 Ventures: Strategy and Recession-proof Investing

(8:48) Venture Capital Valuations and Geographic Diversity

(13:03) The Art of Deal Sourcing and Screening

(16:28) The Dynamics of Brand Building in VC

(21:05) Content Strategy: Short-form vs. Long-form

(24:24) Navigating Challenges as an Emerging Fund Manager

(27:36) Cultivating Relationships with LPs and Building Trust

(31:06) Episode Closing Remarks

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, global diversification, and sector specialization. The guest offers advice on raising funds, stressing transparency, investor alignment, and LP feedback. They also explore industry focuses like cloud computing, biogenetics, and healthcare, concluding with insights on exit strategies, insurance, and the risks of using social media for fundraising.

(0:00) Negotiation power for fund managers and podcast introduction

(1:16) Guest introduction and transition to private funds

(3:43) Experience with major asset managers and community contribution

(5:14) Trends in fund structures, capital allocation, and real estate

(7:23) Strategy blurring between private equity and venture capital

(11:22) Liquidity demands, global diversification, and innovative capital

(15:06) Sector specialization versus diversified strategies

(19:15) Advice for fund managers on raising subsequent funds

(24:17) Transparency, investor alignment, and LP feedback

(27:07) Industry focus on cloud computing, biogenetics, and real estate

(30:25) Strategic investments in healthcare

(32:22) Top advice for emerging managers and common mistakes

(39:49) The importance of clear exit strategies and insurance considerations

(45:41) Risks and compliance in fundraising through social media

(48:28) Closing remarks and episode recap

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, discusses valuations, and the value of advisory boards and mentorship. He shares insights on starting a new venture, overcoming challenges, and transitioning to a venture studio model. The episode wraps up with thoughts on future tech, wearables, and the venture studio approach.

(0:00) Introduction to The Investor podcast and guest Balaji's background

(2:27) Early life, family influences, and career beginnings

(5:36) Founding Snapstick, acquisition by TiVo, and career transition

(7:04) CEOs, product people, and tech industry compensation

(11:15) Lessons from Vinod Khosla, Larry Ellison, and Snapstick's origin

(20:33) Scaling Snapstick, CES success, and entrepreneurship journey

(24:11) Building a company, investor relations, and exits

(27:08) Book recommendations and valuation discussions

(31:09) The role of advisory boards and mentorship

(32:27) Starting a new venture and overcoming personal challenges

(37:21) Description of the second startup and innovation

(40:12) Transition to venture studio model and company management

(41:38) Future tech products, wearables, and industry insights

(44:49) Conclusion and venture studio model reflections

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, health trends, and Ryan Reynolds' success with Aviation Gin. The episode also explores non-alcoholic beverages, THC, psychedelics, food science innovations, AI in healthcare, and alcohol industry regulations. Noah offers advice for emerging fund managers and shares final thoughts.

(0:00) Introduction and the importance of storytelling in marketing

(0:42) Introduction of guest Noah Friedman and early career insights

(5:09) Formation and focus of Top Shelf Ventures

(6:06) Learnings as a young executive and importance of people dynamics

(9:53) Analyzing consumer behavior and perceived value in premium brands

(18:49) Trends in the whiskey industry and celebrity partnerships

(22:04) Local craft beer trends and brand resonance

(26:10) KPIs for beverage investments and health-conscious trends

(32:43) Success stories: Ryan Reynolds and Aviation Gin

(34:29) Non-alcoholic beverages market potential

(38:22) Next generation beverage trends: THC and psychedelics

(41:06) Investment trends in psychedelics and the investor ecosystem

(42:31) Food science innovations in the beverage industry

(44:19) AI technology in healthcare and regulatory challenges in alcohol

(50:14) Advice for emerging fund managers and final thoughts

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 scaling a fund, including KPIs, strategies for subsequent funds, and building an institutional firm. The episode covers fund four strategies, nurturing LP relationships, and high conviction sourcing. They also discuss founder perseverance, pre-seed investment, and year-end fundraising strategies.

(0:00) Introduction and Ishaan Sachdev's background and career start

(3:09) Engineering education and transition to investing

(9:43) Technology's role in trading and iPay's sale experience

(13:29) Summer policy advisor role and growth equity at PSG

(17:51) Founding Dessian's Capital and building a fund

(23:08) Detailed advice on scaling a fund

(25:12) KPIs, strategies for subsequent funds, and institutional firm building

(30:22) Strategies for fund four, LP relationships, and high conviction sourcing

(35:39) Founder perseverance and pre-seed investment craft

(40:02) Fundraising strategies for year-end

(44:21) Closing remarks and appreciation

Joel 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 firms. The conversation touches on the changing business approaches of Japan's next generation and their investment interests, especially in North America. The episode also covers hostile takeovers, US-Japan LPGP dynamics, and offers advice on market fit, engagement strategies, and cultural nuances for US managers entering Japan.

(0:00) Introduction and Japan's Record-Sized Buyout Funds

(1:13) Guest Profile: David Bakeland of Sumi Trust

(2:28) David Bakeland's Career and Sumi Trust Overview

(5:04) Japanese Investment Preferences and Private Market Evolution

(10:18) Japan's Entrepreneurial Growth and Legislative Changes

(15:24) Addressing Japan's Leadership Crisis in Small Companies

(18:10) Shift in Japanese Next Generation's Business Approach

(23:01) Japanese Investors' Geographical Interests and North American Focus

(26:14) Hostile Takeovers and Future Market Prospects in Japan

(32:18) US-Japan LPGP Relationship Challenges

(35:37) Product Market Fit, Storytelling, and GP-LP Engagement Advice

(38:19) Cultural Nuances for US Managers in Japan

(41:15) Closing Remarks and Acknowledgments

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 offers advice for PhD students, drawing parallels with venture capital, and shares insights from his time at NEA on raising capital. The conversation includes tips for new analysts and associates, fund differentiation strategies, and engaging LPs. They also discuss succession planning, compensation dynamics, GP stakes, and decision-making in venture capital. The episode concludes with closing remarks and appreciation.

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(0:00) Introduction and the importance of market cycles and venture capital

(0:43) Introduction to guest Bibash Mukhopadhai

(1:13) Bibash Mukhopadhai's background and Sound Bio Ventures

(3:10) Career journey and the role of mentorship in venture capital

(5:08) Bibash's upbringing and education's role in his success

(7:53) Early entrepreneurial experiences and lessons learned

(15:22) Transition to an academic career and venture investing

(20:21) Advice for PhD students and parallels with venture capital

(27:38) Raising capital and lessons from NEA

(30:23) Tips for new venture capital analysts and associates

(33:16) Strategies for differentiating funds and engaging LPs

(36:48) Succession planning and retention in VC firms

(41:46) Compensation dynamics in venture capital

(47:02) GP stakes, decision-making, and capital trade-offs

(51:33) Closing remarks and appreciation

(52:05) Episode sign-off

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 intelligence and niche focus in LP interactions, alongside strategies for diligence processes. Ananya offers advice for LPs and emerging fund managers, emphasizing the role of personal background in investment decisions. They explore trends in deep tech, industrial tech, and supply chain modernization, addressing user engagement, data privacy, and cybersecurity. The episode concludes with remarks on future plans.

(0:00) Introduction to venture capital resources and podcast

(1:33) Ananya Vasagiri's background and early venture capital exposure

(5:17) Experience at UChicago, internships, and recruiting advice

(8:28) Skillsets for success in venture capital

(10:29) Adams Street Partners and Schematic Ventures experiences

(15:01) Niche focus and emotional intelligence in LP interactions

(22:01) Relationship importance and direct strategy in diligence processes

(23:32) Advice for LPs and preparing as an emerging fund manager

(28:25) Career pivots and leveraging personal background in investments

(34:06) EVCA organization overview and networking events

(40:40) Trends in deep tech and industrial tech sectors

(43:02) Modernization opportunities in logistics and supply chain

(44:17) User engagement and technology form factors in supply chain

(46:16) Data privacy and security in supply chain technology

(49:07) Cybersecurity threats, scams, and emerging companies

(51:05) Closing remarks and future episode plans