Village Global Podcast Alex Chalunkal on Structured Equity and The Current Investing Environment
Jan 12, 2023
53:13
Alex Chalunkal is Chief Investment Officer at a family office where he manages a $1B+ portfolio focused on impact, venture, and climate tech investing. He was interviewed by Olga Serhiyevich, Head of Investor Relations at Village Global.
Takeaways:
- Alex says that the consensus is that there will be a mild recession in 2023.
- He says that the energy transition, health, and climate are key sectors he is focusing on.
- Technology is an important tool to help improve the labor shortage in the US because tech creates more productive workers who can get more done with less.
- Structured equity can be an important tool for companies with stable revenue and cash flow. There are many covenants that are often added to a debt product so it’s not necessarily the right tool for a company that has lots of potential volatility in revenue, product, or pricing.
- Alex is excited about climate tech investing. He says that in the US we have the raw materials but not necessarily the policies in place to combat climate change so investing in areas that are aligned with policy is key.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
Takeaways:
- Alex says that the consensus is that there will be a mild recession in 2023.
- He says that the energy transition, health, and climate are key sectors he is focusing on.
- Technology is an important tool to help improve the labor shortage in the US because tech creates more productive workers who can get more done with less.
- Structured equity can be an important tool for companies with stable revenue and cash flow. There are many covenants that are often added to a debt product so it’s not necessarily the right tool for a company that has lots of potential volatility in revenue, product, or pricing.
- Alex is excited about climate tech investing. He says that in the US we have the raw materials but not necessarily the policies in place to combat climate change so investing in areas that are aligned with policy is key.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup