Latest / The Investor With Joel Palathinkal
Robert Rosa: Director at Morangi Management
In this episode, Robert Rosa, Director at Morangi Management, provides an insider’s look into multi-family offices, asset management strategies, and how ultra-high-net-worth families manage complex portfolios. Rob breaks down how an outsourced CIO structure helps legacy families and post-exit founders navigate everything from public equities and private credit to early-stage venture capital and unique trophy assets like sports teams and luxury yachts. The conversation dives deep into emerging sector trends, highlighting the surging demand for AI infrastructure, clean energy solutions, and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.