Joe Gelet: Investment Representative at RF Lafferty

In this episode, we dive deep with Joe Gelet, Investment Representative at RF Lafferty and a veteran in both the private markets and algorithmic trading space. Joe unpacks his journey from forex trading to specializing in secondary market transactions for unicorns like SpaceX, sharing his unique perspective on the convergence of technology, finance, and the future of private markets. We explore the critical shift from "taker" to "maker" investment models, the evolving role of automation and AI in deal execution, and the essential strategies for emerging fund managers navigating the complexities of SPVs and capital formation. Joe offers candid advice on developing a disciplined, personalized investment philosophy, the importance of providing tangible value to portfolio companies, and why "doing nothing" is a powerful, often overlooked, strategic choice in a volatile market.

#PrivateMarkets #SecondaryMarket #VentureCapital #SPV #InvestmentStrategy #AIinFinance #StartupInvesting #FundManagement