Interested in joining a live webshow & podcast? Welcome to Future1! Future1 is a webshow & podcast series created to educate Family Offices and Institutional Investors about technologies that will transform the world and how we live in it. This is done by featuring the most sophisticated investors and brilliant entrepreneurs in the industry to share thought leadership.

Here's some info about our guest:

Richard Perez is a Managing Director and Chief Strategist with KLS, A Division of Boston Private. He is responsible for advising family offices and closely-held business owners on investment strategy and portfolio execution.

Mr. Perez brings 20 years of financial services experience and family office expertise. Prior to joining Boston Private, he served as Chief Investment Officer of the family office business of 40 North Management LLC, a large New York-based RIA. In the role, Mr. Perez oversaw an external manager and advisory platform with total AUM of approximately $1.25 billion.

Prior to 40 North, Mr. Perez was a Senior Analyst at Soros Fund Management, where he was a senior member of the external manager selection team investing on behalf of the Soros family and affiliated foundations. Mr. Perez joined Soros from Goldman Sachs, where he was a Vice President in Goldman Sachs Asset Management’s Hedge Fund Strategies group and Head of Research for the Tactical Trading Strategies sector. In this role, Mr. Perez was responsible for due diligence and asset allocation decisions for more than 20 multi-manager portfolios, and worked closely with institutional and UHNW clients to provide guidance related to investment process, risk management, fund performance and market activity.

Mr. Perez earned a Masters of Business Administration from The Wharton School and a Bachelor’s degree from Harvard University.

Meet Our Host

Dr. Joel Palathinkal is a serial entrepreneur, venture capitalist, and part of a family office that has done direct investments in a wide range of sectors and stages like deep space exploration, lab grown meats, digital health, fintech, AI, B2B SaaS, and Consumer Technologies. He has invested in and advised both funds and early stage startups.

He was also a Partner at Hemi Ventures and at Genesis Block Ventures. Prior to his career in Venture Capital, he was the Head of Product at large investment management firms managing over 300 Billion+ in assets under management. Starting out his career, he was a program manager for the Dept of Defense building flight simulators for the NAVY & did his Ph.D in Modeling & Simulation. He lives in New York City with his wife & 3 year old. He is the author of Another Dimension to Clinical Skills Education, and recently published a kids book for his son about always being positive to achieve your goals called Up Above .

DISCLAIMER: The material contained in this content is for informational purposes only and should never be construed as financial advice. Upon agreeing to attend this event, you are providing consent to feature your presence & voice in distribution to all media channels publicly.

Zoom Meeting

https://zoom.us/j/3523315094

Meeting ID: 352 331 5094

or

Dial-in

+1 929 436 2866 US

Meeting ID: 352 331 5094

More call-in numbers/codes for your country on this link: https://zoom.us/u/al8b1UVmZ