The Investor With Joel Palathinkal

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 allocators

The Investor With Joel Palathinkal is a business podcast hosted by Dr. Joel Palathinkal, with 197 episodes on record and a Required Pod Score of 80.

Dr. Joel Palathinkal hosts The Investor With Joel Palathinkal, a business show with 197 episodes published.

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  The Investor With Joel Palathinkal

  Scott Barnes: Leap District Advisors LLC

  Oct 1, 202621 min

  In this episode, Scott Barnes, Founder and Managing Member of Leap District Advisors, unpacks the essential back-office, accounting, and compliance infrastructure emerging fund managers need to scale into institutional-grade firms. Drawing on over two decades of financial leadership—including scaling systematic hedge fund Fort LP from $700M to over $6B and serving as CFO/CCO at Washington Harbor Partners—Scott shares tactical insights on right-sizing operations without blowing out total expense ratios (TER). He dives into the structural distinctions between liquid hedge funds and illiquid venture capital or private equity vehicles, covering valuation marks, shadow accounting, master-feeder setup pitfalls, and internal controls. Additionally, Scott outlines key LP diligence expectations, explaining how to evaluate third-party administrators, manage audit trails, and select the right service providers to win institutional trust.  #FundManagement #VentureCapital #PrivateEquity #HedgeFunds #OutsourcedCFO #AssetManagement #FundAdministration #EmergingManagers

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  The Investor With Joel Palathinkal

  Anil Bahirwani: Founder and CEO of AMB Group and Portfolio Manager of AMB Megatrend

  Sep 25, 202631 min

  In this episode, Anil Bahirwani, Founder and CEO of AMB Group and Portfolio Manager of AMB Megatrend, breaks down how he scaled two funds from $10 million to over $100 million in combined assets primarily through warm referrals and consistent, long-term performance. Drawing on three decades of experience founding major FX brokerages and managing market-making operations, Anil reveals how applying Charlie Munger’s inversion principle—obsessing over downside risk and refusing leverage rather than chasing high returns—creates an asymmetric edge across global markets. The conversation explores his four-pillar portfolio allocation across FX/commodities, private operating businesses, real estate, and concentrated bottom-up equities. Anil also shares actionable insights on identifying market dislocations in Southeast Asia, why emotional temperament and discipline matter far more than technical theory during panics, and the power of operating strictly within your circle of competence to build compounding wealth.  #AssetManagement #MacroInvesting #ValueInvesting #RiskManagement #FXTrading #FundManagement #WealthBuilding #EmergingMarkets

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  The Investor With Joel Palathinkal

  Dani Lynn Robison: Founder and CEO of Freedom Family Investments

  Sep 24, 202628 min

  In this episode, Dani Lynn Robison, Founder and CEO of Freedom Family Investments, breaks down her transition from professional musician and fine art auctioneer to leading a multi-company real estate platform with institutional scale. Drawing on lessons from navigating the 2008 downturn and executing major value-add turnarounds, Dani explains the strategic shift from single-deal syndications and turnkey properties to discretionary fund management. She unpacks her core thesis around "needs-based" assets—spanning workforce housing, senior living, and industrial self-storage—and shares how her $100 million fund balances risk and investor preferences through distinct quarterly income and compounding growth tracks. The conversation also covers operator vetting frameworks, geographic expansion across the Midwest and Southeast, and why relationship-driven organic capital raising consistently outperforms paid marketing in private equity.  #RealEstateInvesting #FundManagement #PrivateEquity #RealEstateSyndication #NeedsBasedRealEstate #PassiveIncome #AlternativeInvestments #MultifamilyInvesting

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  The Investor With Joel Palathinkal

  Jared Dillian : Armington Capital, LLC

  Sep 19, 202623 min

  In this episode, former Lehman Brothers Wall Street trader, newsletter publisher, and bestselling author Jared Dillian introduces the core philosophy behind his book, The Awesome Portfolio , offering retail investors a practical roadmap to achieve consistent, stress-free wealth accumulation. Reflecting on surviving a 50% personal drawdown during the 2008 financial crisis, Jared breaks down why minimizing volatility and catastrophic downside risk is far more vital to long-term financial happiness than blindly chasing market beta or volatile tech stocks. He outlines the architecture of his equal-weight, five-asset framework—allocating 20% each to stocks, bonds, gold, cash, and real estate—and explains how this simple annual-rebalancing strategy systematically outshines conventional 60/40 portfolios during deep economic dislocations. The conversation also covers essential tactical insights for everyday wealth preservation, comparing key index ETFs like VTI versus VOO, breaking down commodity ETFs, and addressing why hype-driven thematic funds and robo-trading AI rarely beat disciplined, multi-asset diversification.  #Investing #AssetAllocation #TheAwesomePortfolio #PersonalFinance #WealthPreservation #ETFs #RiskManagement #StockMarket

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  The Investor With Joel Palathinkal

  Ryan Borcherdt: Private Equity / Real Estate Investor / Entrepreneur

  Aug 20, 202648 min

   In this masterclass episode, seasoned institutional investor and operator Ryan Borchert shares key frameworks for launching, modeling, and scaling institutional-grade real estate private equity funds. Drawing from over two decades of experience across investment banking, middle-market PE, and real estate fund management, Ryan breaks down how emerging managers can define a differentiated "buy box," build actionable value-creation plans, and effectively communicate their thesis to prospective LPs. Ryan then walks through an institutional fund-level financial model for new construction, demonstrating crucial modeling best practices—from structuring deal roll-ups, capex contingencies, and debt schedules to optimizing GP/LP waterfalls and return sensitivities. The conversation concludes with essential advice on streamlining LP reporting, automating back-office fund administration, and leveraging visual storytelling to stand out and build investor trust.  #RealEstateInvesting #PrivateEquity #FundManagement #FinancialModeling #RealEstateDevelopment #EmergingManagers #AssetManagement #LPInvestorRelations

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