The Investor With Joel Palathinkal

In this episode, we sit down with Rick Pedersen, Vice Chairman and Chief Strategy Officer at Bow River Capital, a seasoned institutional investor with decades of experience spanning consulting, real estate, and private asset management. Rick shares his unique perspective on building a career through curiosity and embracing discomfort, offering invaluable advice for both emerging managers and institutional LPs. We dive into the evolution of endowment investing, the critical importance of cross-disciplinary collaboration within a firm, and how to assess manager competence beyond track records. Rick also provides a macro outlook on the AI-driven infrastructure boom in the "Rodeo Region" and discusses the essential blend of technical skill, communication, and humility needed to build a lasting investment culture. Whether you're navigating fund launches, LP relationships, or leadership development, this conversation is packed with strategic insights for the modern allocator and asset manager.#PrivateEquity #AssetManagement #InvestmentStrategy #InstitutionalInvesting #BowRiverCapital #PortfolioConstruction #AITrends #LeadershipDevelopment

In this episode, we speak with Scott Sherman, Managing Partner at Mesa Lane Capital Partners, a firm dedicated to seeding and supporting the next generation of emerging venture capital managers. Drawing on nearly two decades of experience at institutions like Blackstone and Tiger Management, Scott shares invaluable insights on what makes a successful emerging GP, from the critical importance of specialized expertise and founder-GP fit to the operational and strategic support that can accelerate a firm's trajectory. We dive deep into the nuances of early-stage venture investing, discuss how to build durable firm culture and leadership, and explore why now is a compelling time for allocators to consider emerging manager exposure. Whether you're an aspiring manager, an investor evaluating GP partnerships, or building a career in asset management, this conversation is packed with actionable wisdom on navigating the venture ecosystem with integrity and impact.#VentureCapital #EmergingManagers #GPSeeding #StartupInvesting #FundStrategy #AssetManagement #MesaLaneCapital #InvestorInsights

In this episode, we sit down with Jeremy D. Held, CFA, Managing Director at Bow River Capital, who leads the firm’s registered asset management and evergreen private equity strategies. With over three decades in asset management, Jeremy shares his journey from teaching English abroad to overseeing billions in assets, and delves into the transformative trends in private markets. We explore the rise of evergreen investment structures, how they democratize access to diversified private equity portfolios, and why specialized expertise is critical in sectors like defense tech, software, and AI. Jeremy also offers invaluable insights on building a strong firm culture, attracting next-generation talent through reverse mentorship, and the evolving DNA of a successful private equity investor in a hyper-competitive landscape. Whether you’re an allocator, entrepreneur, or investor, this conversation provides a masterclass in navigating the modern private equity ecosystem.#PrivateEquity #EvergreenFunds #AssetManagement #VentureCapital #BowRiverCapital #InvestingStrategy #AITrends #PortfolioDiversification

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

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