『The Investor With Joel Palathinkal』のカバーアート

The Investor With Joel Palathinkal

The Investor With Joel Palathinkal

著者： Dr. Joel Palathinkal
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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 allocatorsCopyright 2025 Dr. Joel Palathinkal マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Shelby Clark: Turo

    Shelby Clark: Turo
    2025/05/24
    In this episode, Joel Palathinkal engages with Shelby Clark, delving into his innovative journey with Turo and the challenges and growth the company has experienced. Shelby shares his personal journey in mental health and therapy, discussing the importance of risk management, insurance, and regulatory challenges faced by Turo. The conversation shifts to adaptability and handling entrepreneurial curveballs, exploring tax benefits and the hurdles of innovation. Shelby's transition to investing with a focus on mental health is discussed, along with emerging technologies such as neurotech and the microbiome. The episode concludes with Shelby's closing remarks and outlook for the future.
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    39 分
  • Robert B. Weiss: Kramer Levin

    Robert B. Weiss: Kramer Levin
    2025/05/23
    In this episode, the focus is on the critical role of legal counsel in fund formation, featuring Robert B. Weiss from Kramer Levin an expert guest discussing the "anatomy of fund documents." The conversation begins with an overview of private fund formation and essential fund characteristics. Topics include the indicative closing checklist, custodian use, LLC agreement structure, and marketing presentations for funds. The episode delves into side letters, their applications, economic terms, and most favored nation provisions. Offshore investment tax considerations and side letter expenses are also explored. Listeners gain insight into fund entity setup, initial documents, and fund manager insurance, with a look ahead to future sessions and a Q&A segment.
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    49 分
  • Krista Morgan: Stage Fund

    Krista Morgan: Stage Fund
    2025/05/22
    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' roles post-acquisition, creative deal structures, and asset disposition strategies. They also explore roll-ups in private equity, control investments, and leveraging platforms for deal sourcing. Krista shares insights on engaging Limited Partners, syndicating with high-net-worth individuals, and future fund structure trends.
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    50 分

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