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 and risk management. The conversation delves into breakthroughs in life and healthcare insurance, including innovations in fertility and niche markets. They also discuss new concepts like income and career protection, and the development of unique products through the MGA lab. The episode concludes with David's closing thoughts and a preview of upcoming events.

(0:00) Introduction by Joel Palathinkal and AI in auto insurance

(1:11) Guest introduction: David Gritz of Insurtech NYC

(1:36) David's early career and insights from mentors

(6:31) Real estate investing and transition to Insurtech

(9:31) Founding of Insurtech New York and community learning

(16:23) Insurance applications in various sectors

(19:31) Insurtech's role in the global economy and risk management

(22:36) Breakthroughs in Insurtech and life insurance innovation

(26:38) Enhancing healthcare insurance and medical services

(35:16) Emerging sectors in insurance: Fertility and niche markets

(40:53) Innovative concepts in insurance: Income and career protection

(43:13) The MGA lab and development of unique insurance products

(45:31) Closing thoughts and events preview

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 fund-to-fund structure, legal and economic aspects, and evaluating fund managers. Team dynamics, scalability, storytelling in pitches, and fee structures are also explored. They conclude with insights on networking, Alex Hermosy's influence, and Thanksgiving wishes.

(0:00) Introduction and Kevin Hart's Hart House launch

(1:16) Andrew Jarus's background and Morgan Stanley experience

(4:23) Lessons from working with high-profile clients and managing family wealth

(10:16) Celebrities and generational wealth: Kevin Hart's social impact

(18:12) Partnerships with celebrities in mission-driven investments

(23:24) XPB Circle's fund-to-fund structure and expansion

(26:20) Legal and economic aspects of XPB Circle

(30:16) Institutional investing and fund-of-fund manager evaluation

(33:47) Team dynamics, culture, and investment scalability

(41:47) Investment themes and decision-making "X factor"

(47:07) Storytelling and communication in investment pitches

(49:24) Capturing interest and layers of communication in pitches

(52:01) Structure and fee justification for emerging managers

(55:14) Supporting emerging managers and networking importance

(57:20) Alex Hermosy's impact through free content

(58:13) Closing remarks and Thanksgiving wishes

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 delve into editorial management, content scaling, and the strategic use of Google News and Facebook for growth. The conversation touches on SEO, domain authority, and media entrepreneurship opportunities. They also explore fitness, wellness, and nutrition trends, emphasizing the importance of community and steady growth. The episode concludes with reflections on lessons learned and future outlooks.

(0:00) Introduction and guest David Tau

(1:21) Importance of friendship in business

(3:01) Best practices in fundraising

(3:56) David's career and media background

(7:51) Current media landscape and professional identities

(12:31) Founding and developing BarBend Media

(19:33) Insights into content business and editorial writing

(24:46) Editorial team management and content scaling strategies

(31:01) Utilizing Google News and Facebook for growth

(33:28) Role of quality content in SEO success

(36:00) Explaining domain authority and media business metrics

(40:02) Exploring media entrepreneurship opportunities

(42:04) Expanding through media property acquisitions

(42:56) Fitness and wellness objectives

(44:56) Anti-aging benefits of resistance training

(46:32) Trends in diet and nutrition

(50:17) Cultivating a fitness community

(50:57) Lessons learned and importance of steady growth

(54:08) Closing thoughts and looking ahead

Joel 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, ethical considerations, and emerging sectors, focusing on New York startup trends. They also explore the role of brokers, automation in capital introductions, and institutional investor preferences. The episode wraps up with the importance of face-to-face due diligence and professionalism in fund management.

(0:00) Introduction to podcast, guest Jesse Liebenthal, and AngelList comparison

(1:28) Jesse's background, career transition, and family office role

(5:25) Evolution of AngelList and networking in startups

(9:37) Deal sourcing and founder selection criteria

(17:43) Market trends and investment predictions

(21:50) Follow-on investment criteria and founder relationships

(29:08) Building early investor relationships

(33:19) AI integration and ethical considerations

(43:20) Emerging sectors and New York startup trends

(48:38) Role of brokers in the investment ecosystem

(51:33) Automation in capital introductions

(54:46) Institutional investor preferences

(57:02) Importance of face-to-face due diligence

(59:12) Professionalism in fund management

(1:00:38) Conclusion and closing remarks

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, LP-VC dynamics, and Mycelo's post-acquisition journey. Ankit offers insights into learning strategies, restaurant tech investments, and strategic partnerships, concluding with advice for GPs and LPs on fund management and open-source technology approaches.

(0:00) Importance of learning and information synthesis in investing

(0:36) Introduction to Joel Palathinkal and guest Ankit Agarwal

(1:44) Ankit's background and the charcuterie board business

(2:53) Founding and evolution of Mycelo

(6:15) Traditional education vs. AI and EdTech innovations

(10:29) Personalized education and its real-world implications

(13:39) AI's impact on learning and professional development

(15:59) Authenticity in professional communication with AI detection

(17:28) LP-VC dynamics and the importance of personal relationships

(19:44) Mycelo's origin and post-acquisition journey

(23:08) Incubator experiences and early projects

(24:18) Challenges in community building and the Group Fund concept

(27:01) Learning strategies and the effectiveness of audiobooks and podcasts

(32:29) Exit strategies and post-exit identity considerations

(43:32) Development and challenges of HappyBoards

(47:05) Restaurant tech investments and system building insights

(49:20) Networking through HappyBoards and partnerships

(51:22) Investment strategy with Night Inn partnership

(53:31) Advice for GPs and LPs in the current investment landscape

(55:08) Fund manager vision and investment thesis

(57:02) Private investments and strategic micro acquisitions

(59:01) Open source approach in restaurant technology

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 and industries, particularly in light of AI's impact on investment sectors. Billy explains the key financial metrics used to evaluate investment opportunities and highlights the significance of in-person networking in the investment landscape.

(0:00) Introduction to the episode and guest Billy Libby

(3:21) Formation and evolution of Upper90

(5:27) Advice for emerging managers and identifying market gaps

(8:53) Investment strategies and deal structures at Upper90

(11:11) Investment focus: Companies and industries

(14:24) The impact of AI on investment sectors

(17:10) Evaluating investment opportunities: Key financial metrics

(19:10) The significance of in-person networking

In 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 career decisions. The conversation delves into high-impact decision making, team expansion strategies, and the influence of Supply Change Capital. Shayna emphasizes the role of executive coaching in career advancement, building a motivated team culture, and setting goals. They also discuss radical transparency and management lessons from Bridgewater, concluding with a preview of future episodes.

(0:00) Introduction to Global Market Changes and Data Usage with Shayna Harris

(1:11) Shayna Harris's Background in Investment and Food Supply Chain

(5:01) Key Learnings from Shayna's Work with Farmers and Mars

(9:17) Corporate Partnerships, Innovation, and Data Management Challenges

(16:47) Shayna's Impactful Transition to Farmers Fridge and Career Decision Criteria

(22:00) High-Impact Decision Making and Team Expansion Strategies

(24:15) Origin and Advice from Supply Change Capital

(31:05) The Role of Executive Coaching in Career Advancement

(34:56) Building a Motivated Team Culture and Setting Goals

(39:52) Radical Transparency and Management Lessons from Bridgewater

(41:30) Preview of Future Episode and Closing Remarks

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 startups. The conversation covers fund management, stakeholder relationships, and evolving strategies, offering advice for aspiring managers. Young highlights storytelling, trust-building, and processes like sourcing and benchmarking, and they touch on brand building, data analysis, and content creation strategies.

(0:00) Introduction by Joel Palathinkal

(1:50) Young Rock Kim's background in finance and technology

(8:10) Personal insights: From playing guitar to venture capital

(14:53) Investor craftsmanship and client service in VC

(17:08) Understanding LP-GP fit and reasons for investing in funds

(22:01) Emerging manager investments and parallels with startups

(29:29) Fund management and stakeholder relationships

(33:13) Fund strategy evolution and advice for aspiring managers

(37:27) Storytelling and trust building in venture capital

(40:14) Fund investment processes: Sourcing, screening, and benchmarking

(46:16) Brand building and data analysis in fund management

(50:05) Content creation strategies and medium preferences

(52:49) Closing remarks and future collaboration

In 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 intuition in modeling, along with the impact of auto GPT and Chat GPT. Albert also talks about LP dashboards, venture fund evaluation, and diverse data use. The episode touches on venture fund specialization, flywheel effects, competitive strategies, and emerging sectors like precision medicine, deep tech, sustainability, advanced manufacturing, and biomanufacturing.

(0:00) Introduction and Welcome with Albert Azut from Level VC

(1:23) Albert's background and venture into machine learning

(3:34) Verizon experience and transition to venture capital

(6:21) Evolution of FinTech, data companies, and tech team dynamics

(10:10) Product management and scaling tech companies

(15:28) Data infrastructure and intuition in modeling

(19:26) The rise of auto GPT and Chat GPT in the industry

(22:22) LP dashboards and venture fund evaluation

(26:28) Venture performance and diverse data utilization

(31:29) Venture funds: Specialization, flywheel effects, and portfolio strategies

(39:02) Competitive strategies and co-investment opportunities

(42:27) Emerging sectors: Precision medicine, deep tech, and sustainability

(46:01) Advanced manufacturing and digital transformation

(48:02) Biomanufacturing and platform-level investments

(49:10) Closing remarks and appreciation

In 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 with dual entity and equity for services models, touching on operational control, revenue strategies, and LP portfolio construction. They also explore tax advantages, liquidity options, and distributions in holding company structures, wrapping up with Sarah's closing thoughts and contact info.

(0:00) Introduction to the podcast and Sarah Anderson's early career

(1:26) Sarah Anderson's career journey and insights for VCs and LPs

(3:16) Networking and educational background in private alternative assets

(8:42) Career transitions and pivots

(12:08) Lessons on personal and professional sacrifices

(16:12) Venture studio model and different structures

(24:15) Ownership and equity considerations in holding company structures

(29:24) Idea validation and investment focus areas

(36:07) Standard fund model versus dual entity and equity for services models

(41:12) Operational control and milestones in company creation

(47:33) Revenue strategies and LP portfolio construction

(51:35) Tax advantages and liquidity options in holdco structures

(54:00) Understanding distributions and closing thoughts

(55:02) Contact information and sign-off