Aaron Berkey on Merging Passion with Strategic Insight to Optimize Your Investments - podcast episode cover

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

Sep 05, 202431 minEp. 6
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Episode description

"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/ 

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