The Investor With Joel Palathinkal

• Hasan Haider: Plus Venture Capital

  In 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

  In 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

  In 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

  In 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

  In 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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