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Aaron Berkey on Merging Passion with Strategic Insight to Optimize Your Investments

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Manage episode 438340143 series 3584029
Content provided by Jonathan Fishbeck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Fishbeck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

"It's about connecting people and opportunities to create meaningful investment experiences."

Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, and emerging markets like alcohol and cannabis.

Aaron discusses their unique approach to providing members access to private investments, balancing risk, and leveraging the expertise of over 175 members. He also highlights the company's shift towards Series C, D, and Pre-IPO investments, and the importance of community and disciplined time management.

Key Moments

00:00: Aaron’s venture capital passion and CEO balance.

06:42: Okeanos diverse venture and private equity strategy.

12:50: Building relationships for top-tier investment access.

17:50: Opportunities in early and later-stage investments.

24:31: Unique investment analysis and member value alignment.

Connect with Aaron Berkey

LinkedIn: https://www.linkedin.com/in/aberkey/

Website: https://www.okeanos.vc/

  continue reading

5 episodes

Artwork
iconShare
 
Manage episode 438340143 series 3584029
Content provided by Jonathan Fishbeck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Fishbeck or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

"It's about connecting people and opportunities to create meaningful investment experiences."

Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, and emerging markets like alcohol and cannabis.

Aaron discusses their unique approach to providing members access to private investments, balancing risk, and leveraging the expertise of over 175 members. He also highlights the company's shift towards Series C, D, and Pre-IPO investments, and the importance of community and disciplined time management.

Key Moments

00:00: Aaron’s venture capital passion and CEO balance.

06:42: Okeanos diverse venture and private equity strategy.

12:50: Building relationships for top-tier investment access.

17:50: Opportunities in early and later-stage investments.

24:31: Unique investment analysis and member value alignment.

Connect with Aaron Berkey

LinkedIn: https://www.linkedin.com/in/aberkey/

Website: https://www.okeanos.vc/

  continue reading

5 episodes

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