Venture Stories

Alex Chalunkal on Structured Equity and The Current Investing Environment

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Synopsis

Alex Chalunkal is Chief Investment Officer at a family office where he manages a $1B+ portfolio focused on impact, venture, and climate tech investing. He was interviewed by Olga Serhiyevich, Head of Investor Relations at Village Global. Takeaways: - Alex says that the consensus is that there will be a mild recession in 2023. - He says that the energy transition, health, and climate are key sectors he is focusing on. - Technology is an important tool to help improve the labor shortage in the US because tech creates more productive workers who can get more done with less. - Structured equity can be an important tool for companies with stable revenue and cash flow. There are many covenants that are often added to a debt product so it’s not necessarily the right tool for a company that has lots of potential volatility in revenue, product, or pricing. - Alex is excited about climate tech investing. He says that in the US we have the raw materials but not necessarily the policies in place to combat climate chang