Beyond Wealth

"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/ 

What is Beyond Wealth?

Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?

Welcome to Beyond Wealth: Innovating for Life Elevation.

Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.

Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.

And now, Beyond Wealth.

EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com