VC10X - Investing, Venture Capital, Asset Management, Family Office, Wealth Management

Kalpesh Dave has over 20 years of experience in banking, investments, and wealth management. As the Deputy Chief Executive Officer at BajajCapital Ltd, his focus is on delivering value-added solutions to HNI/UHNI/Family offices and NRI clientele. ⭐ Sponsored by Podcast10x - Podcasting agency for VCs, family offices & asset managers - https://podcast10x.com Bajaj Capital - https://www.bajajcap...

Jason G. Mandel is an experienced Wall Street executive, a renowned author, and founder & CEO of the Mandel Family Office. Jason has over 30 years of experience helping clients build wealth through tax elimination strategies. Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs, family offices & asset managers - https://podcast10x.com Demand Transparency Book - https://www.amazon....

Amit Patel is one of the Managing Director at Owl Ventures, one of the largest Edtech venture capital firm with over $2 billion in AUM. Amit has served on the board of directors and led investments in many of the world’s leading education technology companies. ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Owl Ventures website - https://www.owlvc.com/ Amit Patel on...

Greg Ho is the President & Head of Social Impact at Spring Mountain Capital ($1.6B AUM). Greg formerly spent 16 years at McKinsey, where he helped expand the firm into 30+ new countries and oversaw the launch of its $20B investment arm as CFO. In 2001, Greg founded SMC alongside Launny Steffens, and later its social impact arm, the West Harlem Innovation Network. Links:  ⭐ Sponsored by Podcas...

Muthu Muthiah is the CIO at Children's Healthcare of Atlanta (CHOA), one of the largest pediatric care providers in the United States. At CHOA, Muthiah leads the investment office, which manages the system’s long-term $6.4 billion investment portfolio. Previously Muthu has been in several allocator roles at different types of institutional pools of capital. Links: ⭐ Sponsored by Podcast10x -...

Wendy Craft is a family office veteran, she has worked with multiple wealthy families helping them with asset allocation, risk management, tax optimization, governance, risk management & more. Wendy serves as CEO for Elle Family Office, a single family office in Atlanta, GA. The office handles the holdings of the Lazarian family which include real estate, exotic cars and various other investme...

Grady Buchanan is a Co-founder & Managing Director at NVNG, a fund of funds with corporations as limited partners investing into venture capital funds. Before launching NVNG, Grady worked with the Wisconsin Alumni Research Foundation’s (WARF) $3B investment portfolio. Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com NVNG website - https://nvngia.com/ Grady...

Promise Phelon is an operator turned investor. She is the Founder & Managing Partner at Growth Warrior Capital where they are investing in Seed & Series A enterprise AI companies. Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Growth Warrior Capital website - https://www.growthwarriorcapital.com/ Growth Warrior Capital YouTube - https://youtube.com/@...

Neil Greene is the founder of Jaboy Productions, a bespoke event company with a primary focus on producing conferences and networking events for RIAs, Family Offices, Professional Athletes, and High Net Worth Investors. Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Jaboy Productions website - https://jaboyproductions.com/ Neil Greene on LinkedIn - https://w...

Colin Gardiner is the founder & GP of Yonder Ventures where he is investing in early-traction marketplace startups. Colin is also an experienced marketplace operator and was formerly the CPO & CRO of Outdoorsy, a highly valued outdoor experience marketplace. In this episode, we talk about - - Colin's story and how he started investing - Their investment thesis at Yonder - What are mark...

James Keston is the owner of USL soccer team Orange County SC. The Californian club, which plays in the US second tier, is renowned for its trailblazing nature on and off the field - they are renowned for their player development and have sent more players to Europe than any other American team in recent seasons. They won the championship in 2021 and consistently compete on the field with this you...

Salvatore Buscemi is the Co-founder & Managing Partner at Brahmin Partners where he works with the 0.001% of wealthy families, guiding them to opportunities that many cannot access due to a lack of buy-side networks. Salvatore has managed money successfully for almost 20 years through the creation of multiple portfolios into various cross-asset platforms Salvatore is also a 3X published author...

Manish Patel is the Founder of Nava Ventures. Manish has 14+ years of experience in venture capital, helping startups secure Series A funding. He also led product teams at Google and teaches design thinking at Stanford. In this episode we talk about - - Manish's story and how he got into investing - The investment thesis at Nava Ventures - How to apply design thinking to build great products?...

John Messervey is an organization behavior consultant who advises high wealth families throughout the United States and overseas. Among the earliest family business/wealth consultants, John has consulted with more than 400 families throughout the U.S., Europe, and Asia since 1985. He often guides families, owners and managers through very difficult conversations and is known for his consultations...

Kevin Jiang is the Co-Founder and Managing Partner at Mangusta Capital, a venture capital firm investing in Consumer and Vertical AI businesses shaping the future. Prior to starting Mangusta Capital, Kevin was part of the founding investment team at Softbank Vision Fund, leading the coverage of Software and Logistics growth equity investments in North America. In this episode we talk about - - Kev...

Andy Mitchell is the CEO and Managing Director of Lega Serie A USA. Based in New York, Andy is a former Facebook tech executive heading up Serie A's efforts in North America. Nine of the 20 teams in Lega Serie A are now American-owned, and there's a great deal of focus on the US as a market from a sporting and commercial perspective. In this episode we talk about - - The significance of Lega Serie...

Caroline Winnett is the Executive Director at Berkeley SkyDeck, a startup accelerator working with startups from across the world. SkyDeck offers all the benefits of a traditional accelerator along with the vast resources of the world’s number one ranked public university. Formed as a partnership between UC Berkeley’s Haas School of Business, the College of Engineering, and the Office of the Vice...

Michael Wallach is a Vice President at Levy Family Office, a single-family office that invests directly in companies and funds across sectors, stages, and regions. In this episode, we talk about - - The Levy Family Office, and their investment strategy - Importance of value alignment for family offices - What key things do they look for in General Partners? - Their portfolio construction strategy...

Anurag Chandra is a board trustee at San Jose Federated City Employees Retirement System (FCERS), and chair of the investment committee. Anurag is also the CIO of a single family office where he is managing their liquid and illiquid portfolio, while running a venture studio. In this episode, we talk about - - How different is the approach to asset allocation at institutional funds versus a single...

Matt Curtolo has nearly two decades of experience as an investor and allocator in private markets. He has overseen hundreds of general partner relationships and was responsible for over $5 billion in commitments. In this episode, we talk about: - Matt's story and how he started investing - The different types of institutional LPs and their approach to venture capital allocation - Why LPs need to k...

Alexandra Vidyuk is a Partner at Beyond Earth Ventures, a Venture Partner at Aloniq, and Founder of Space Ambition. Alexandra is deeply passionate about DeepTech and scientific evolution. Here are the topics we covered: - What SpaceTech/DeepTech opportunities is she most excited about? - What are the major hurdles in colonizing Mars? - Space Tourism: Will we in our lifetimes be able to space trave...

Andrew Haughian is a General Partner at Pangaea Ventures. Andrew joined Pangaea Ventures in 2006. His core expertise lies in helping companies navigate the early-growth stage of their development as they build high-performance teams, cultivate a culture of excellence, and nail product-partner-market fit. In this episode, we talk about - - How has the Hardtech ecosystem evolved over the past 2 deca...

Albert Azout is a Co-founder & Managing Partner at Level Ventures, a fund of funds investing in venture capital fund managers & entrepreneurs building at the intersection of science & technology. In this episode, we talk about - - The investment thesis at Level Ventures - What they look for in fund managers - Common mistakes GPs make while fundraising - How Fund of Funds can generate t...

Julia Gudish Krieger is a Managing Partner at Pari-Passu Venture Partners. Julia is an experienced venture capital investor and technology start up founder. Previously Julia was an investor at Insight Partners, where she invested over $100M in marketplace and SaaS companies globally. In this episode, we talk about - - The investment thesis at Pari-Passu Venture Partners - How the Pari-Passu invest...

Dhruv Dhanraj Bahl is the founder & Managing Partner at Eternal Capital, an India-focused early-stage fund. Dhruv was previously CBO of merchant lending at Bharatpe, and had leadership stints at Paytm & Airtel Payments Bank. In this episode, we talk about - - Dhruv's story and how he started investing - Dhruv shares his experience being an LP in VC funds vs doing direct investments - The d...