Jump Capital

An old-school industry gets a new-school look. Financial planning as we know it is broken, so we spoke with Shruti Joshi, COO of Facet Wealth, about the massive evolution taking place right now. If every decision is a financial decision, then are financial planners therapists with calculators? And how can we plan our lives and save for retirement when contentment and retirement look different to each person?Join us as we explore what the future of financial planning is shaping up to look like.

Shruti is widely recognized for driving efficient, rapid growth at B2C and B2B companies across every stage, from startups to enterprise businesses. A former consumer tech founder and Fortune 15 executive, she has invested and advised many businesses across multiple industries on business strategies to drive client acquisition and retention and develop innovative, end-to-end client experiences. She was an early investor in Facet Wealth and has been an advisor over the last several years. She was formerly an equity partner at Altman Vilandrie & Company (AV&Co.), now Altman Solon, where she built and ran the firm’s Marketing ROI Practice. Prior to that, she was an executive at Verizon Communications, where she led new acquisition growth for consumer FiOS and core network products.

Education: University of Southern California (BS); Columbia Business School (MBA)

Shruti Joshi

Chief Operating Officer at Facet Wealth

Yelena is currently a Partner with Jump Capital. She began her career in investment banking, supporting clients across clean energy and software. Eager for closer engagement with companies, she found her way to DreamWorks Studios, where she was actively involved in negotiating the studio’s raise of new capital and the adoption of a new global licensing strategy. It was a period of rapid transformation for media, and Yelena was excited to get involved as an investor with a few venture funds before landing with the amazing team at Jump Capital. 

Yelena is most excited about the future of the financial lives of millennials and better eCommerce experiences.

Yelena holds a BA in economics with honors from the University of Chicago and an MBA from Chicago Booth. As a byproduct of a media focus, she consumes most available content and is always happy to receive recommendations. On weekends, she mixes cocktails and calls it a hobby.
Before business school Yelena was the finance manager for DreamWorks Studios, where she was actively involved in negotiating the studio’s raise of new capital and the adoption of a new global licensing strategy. Yelena began her career as an investment banker with UBS, where she advised companies in technology and media and raised over $1 billion in capital for clients. 

Yelena holds a BA in economics with honors from the University of Chicago and an MBA from Chicago Booth.

Yelena Shkolnik

Partner at Jump Capital

An old-school industry gets a new-school look. Financial planning, as we know it, is broken, so we spoke with Shruti Joshi, COO of Facet, about the massive evolution taking place right now. If every decision is a financial decision, then are financial planners therapists with calculators? And how can we plan our lives and save for retirement when contentment and retirement look different to each person? 

Please note that all opinions coming from the host and our guests do not reflect the opinions of Jump Capital or its affiliates and are for informational, educational, and entertainment purposes only. Under no circumstances should the opinions expressed here be considered financial advice, investment advice, or any other type of advice. You should not make any decisions based on any of the information presented here without undertaking your own due diligence and consulting with an adviser.


New School Financial Planning: Are financial planners the therapists of money?

An old-school industry gets a new-school look. Financial planning as we know it is broken, so we spoke with Shruti Joshi, COO of Facet Wealth, about the massive evolution taking place right now. If every decision is a financial decision, then are financial planners therapists with calculators? And how can we plan our lives and save for retirement when contentment and retirement look different to each person?


Home

Insights

Portfolio

Take the leap with us and deep dive head first into the people, data patterns, and signals that drive venture investment decisions – as they’re happening. Powered by Jump Capital, The Jump Off Point talks about the trends (and people) shaping technology and venture capital investing with thoughtful and candid conversations from industry pioneers.

The Jump Off Point

In the latest episode of The Jump Off Point, successful investor, entrepreneur, and creator, Sahil Bloom, sits down with Jump Capital's Saaya Nath to explore the processes that can kickstart a creators’ career, including relentlessly and consistently producing high-quality content and building an engaged, active, loyal community across various channels.

I am Managing Partner of SRB Ventures, an investment firm committed to investing in and accelerating the most compelling startups in the world. Fund I is a $10 million stage and sector-agnostic vehicle writing $50-250K checks into high-growth technology companies globally. Prior to launching the firm in January 2022, I was an early stage investor in 40+ startups across the technology landscape, including multiple unicorns.

Sahil Bloom

Investor, Entrepreneur, Creator

Saaya leads Jump's focus on the creator economy and recently lead our our investment in Koji. Prior to joining Jump, Saaya worked as a strategy consultant at Boston Consulting Group, where she spent time in the Private Equity practice and across a variety of strategy and operations projects within FinTech, Industrials, AgTech and Consumer Goods.

Saaya attended University of Illinois at Urbana-Champaign, where she earned a BS in Computer Engineering.

Saaya Nath

Investor, Jump Capital

In the latest episode of The Jump Off Point, successful investor, entrepreneur, and creator, Sahil Bloom, sits down with Jump Capital's Saaya Nath to explore the processes that can kickstart a creators’ career, including relentlessly and consistently producing high-quality content and building an engaged, active, loyal community across various channels.


Creator Economy: Kickstarting Your Community with Sahil Bloom

This week on The Jump Off Point: Sahil Bloom, writer, podcaster, and angel investor: discusses the journey of building an audience and keeping them engaged as a content creator. 


This week on the Jump Off Point: Host Jason Felger talks with Jump Capital Co-Founder Sach Chitnis and guest Porter Gale. Porter is an author, business builder, marketer and currently is on the Board of Directors for Reddit. In this episode, Porter helps us navigate the evolution of the FinTech industry, including the upcoming intergenerational wealth transfer, financial influencers and their effect on investing, and the significant change that's still to come to the industry.

A business builder, author and marketer, Porter is a Board Director and C-suite executive who has launched well-known brands (e.g. Virgin America) and been an advisor to over twenty CEOs at companies including RocketFuel (IPO), Accompany (acq. Cisco), WePay (acq. JP Morgan), Vurb (acq. SNAP), Routehappy (acq. APTCO), fitmob (acq. ClassPass), Headnote (acq. ASG LegalTech), UpLift, Michael Mina, Hint Water, Surf Air, Esri and more. She is an Independent Board Director for Reddit (valued at $10B+) and recently led the rebrand of Personal Capital prior to it being acquired by Empower Retirement for $1B. Notably, under Gale's leadership Personal Capital's aided awareness, with mass affluent investors, increased from 7% to 41% post rebrand.

Porter Gale

Experienced investor and operator who loves partnering with great entrepreneurs and companies. Excited about tech and tech-enabled companies; seeking early stage investment opportunities (Seed+ Series A); determined to find like-minded leaders to scale great businesses together.
Always interested in meeting new companies and leaders, especially ones focused on enterprise, data infrastructure, fintech, crypto infrastructure and future of commerce sectors....and definitely ones that know and have proven product-market fit.

Sach Chitnis

Co-Founder & Partner, Jump Capital

In this episode, Porter Gale helps us navigate the evolution of the FinTech industry, including the upcoming intergenerational wealth transfer, financial influencers and their effect on investing, and the significant change that's still to come to the industry.


The Evolution of Finance: Influencers, Crypto, & Investing w/ Porter Gale

Las Vegas has gone digital! In a new episode of #TheJumpOffPoint, Todd Haushalter of Evolution joins Jason and Jump Capital VP Tarun Gupta to explore iGaming and the future of live, online casino services.

Todd Haushalter has been Chief Product Officer at Evolution Gaming since 2015. Todd oversees all aspects of Evolution’s games and product development, including many of the industry’s most celebrated games. Having previously worked as Vice President of Gaming at MGM Resorts and as Vice President of Business Strategy at Shuffle Master, he has a wide and varied knowledge of the casino industry.

Todd Haushalter

Chief Product Officer at Evolution Gaming

Las Vegas has gone digital! In a new episode of #TheJumpOffPoint, Todd Haushalter of Evolution joins Jason and Jump Capital VP Tarun Gupta to explore iGaming and the future of live, online casino services.


Betting on Digital Vegas: Introduction to iGaming ft. Todd Haushalter of Evolution

The world of eCommerce has changed, and Jessica Schinazi is here to help us dig into the future of it. Jessica is the SVP of business development and transformation for Dyson, who previously led the charge in getting luxury beauty brands to sell on Amazon. There is no denying how COVID was a digital accelerator for most brands. On this episode she shares how eCommerce brands have evolved and shared strategies behind maintaining customers in a world where the rules have changed quite a bit.

Jessica leads Business Development and Transformation at Dyson, with a focus on strategic value creation and growth playbooks in the Americas. She has spent her career at the intersection of digital and retail, with a focus on luxury fashion, beauty and electronics. Prior to Dyson, Jessica tenured at LVMH, Amazon and Richemont in various strategy, marketing and sales roles. 

Jessica Schinazi

SVP, Business Development and Transformation at Dyson

The world of eCommerce has changed, and Jessica Schinazi is here to help us dig into the future of it. Jessica is the SVP of business development and transformation for Dyson, who previously led the charge in getting luxury beauty brands to sell on Amazon


The New Rules of eCommerce

Our first episode on sports betting is here! The industry is rapidly changing. Accessibility to sports betting is expanding, resulting in different audience bases. Today, Jason is joined by Yelena Shkolnik and Jeff Gerttula. Yelena will take us through how the sports betting industry has changed, trends we see happening, and where the industry could go. Jeff discusses sports betting from a media viewpoint and shares engagement opportunities as sports betting grows and evolves. Listen now for insight into how the audience expansion in sports betting opens up the doors for content and betting engagement.

Yelena is currently a Partner with Jump Capital, focused on new investments and current portfolio companies in media and enterprise software. Before joining Jump, Yelena was an investor with MK Capital, where she sourced new opportunities and actively supported MK’s portfolio companies. As an investor with MK, Yelena made investments in enterprise software, cloud computing, and marketing technology. Previously she was an associate with McNally Capital, where she focused on energy and closed an investment in the clean energy space.

Digital executive with 13+ years experience leading and innovating digital sports media businesses.

Jeff Gerttula

EVP and GM, CBS Sports Digital

Our first episode on sports betting is here! The industry is rapidly changing. Accessibility to sports betting is expanding, resulting in different audience bases. Today, Jason is joined by Yelena Shkolnik and Jeff Gerttula. Yelena will take us through how the sports betting industry has changed, trends we see happening, and where the industry could go. Jeff discusses sports betting from a media viewpoint and shares engagement opportunities as sports betting grows and evolves. Listen now for insight into how the audience expansion in sports betting opens up the doors for content and betting engagement. 


The Evolution of Sports Betting

Our first episode on sports betting is here! The industry is rapidly changing. Accessibility to sports betting is expanding, resulting in different audience bases. Today, Jason is joined by Yelena Shkolnik and Jeff Gerttula. Listen now for insight into how the audience expansion in sports betting opens up the doors for content and betting engagement.


Many priorities in technology were shifted due to the pandemic, and automation is one of those that have become an accelerated category. This week, Naveen Zutshi joins Jason Felger and Saurabh Sharma to discuss just that. Naveen is the CIO at Palo Alto Networks with experience in software development, IT infrastructure, and a leader in technology organizations. Naveen shares what his current role as CIO looks like, as well as how that role as a whole has evolved. Tune in and hear Naveen discuss what technologies can help drive value, and the digital native imperative of companies transitioning to cloud first.

Naveen Zutshi joined Palo Alto Networks as Sr. Vice President and Chief Information Officer in December 2015. In this role he is responsible for Palo Alto Network’s Information technology solutions, driving a comprehensive strategy for information technology that will help our growth in SaaS security, deliver on innovative solutions globally, and build a world class IT organization. Naveen is on the board of advisors for several fast growing technology companies including Zoom and Rubrik and advises several early startups.
Naveen’s experience spans software development, infrastructure and leading organizations from Fortune 500 companies to tech startups. Prior to Palo Alto Networks, Naveen was Senior Vice President, Technology at Gap Inc. responsible for the company’s infrastructure, operations, and information security organizations. Before Gap, Naveen spent three years as Vice President, Engineering & Operations for Encover, a SaaS CRM company. In this role, Naveen was responsible for developing and bringing to market Encover’s Service SaaS software. Prior to Encover, Naveen spent seven years with Cisco, serving in both infrastructure and applications roles with an emphasis on sales productivity and infrastructure automation. 
He earned a BE in Computer Engineering from Bangalore University and an MBA from University of Arkansas. 

Naveen Zutshi

CIO at Palo Alto Networks, Board Advisor

Jason Felger leads Jump Capital’s Operating Platform where he runs business development efforts across the firm’s growing portfolio. With extensive experience in B2B operating roles and leading growth-stage companies, Jason partners with founders and investors to define their next stages of evolution and capitalize on attractive market opportunities.

Jason Felger

Host & Head of Operating Platform at Jump Capital

Saurabh Sharma is a General Partner at Jump Capital and leads Jump's investing efforts in Enterprise Software and IT & Data Infrastructure
His prior experiences range from product management / operational roles at startups like Groupon and Benchprep to investing / trading roles at Lehman Brothers, Barclays Capital and Lightbank. Saurabh started his career as a High-Performance Computing researcher at French National Institute for Scientific Research, holds a Masters in Computer Science from Cornell University and an MBA from Chicago Booth.

Saurabh Sharma

General Partner at Jump Capital

Many priorities in technology were shifted due to the pandemic, and automation is one of those that have become an accelerated category. This week, Naveen Zutshi joins Jason Felger and Saurabh Sharma to discuss just that.


The Digital Native Imperative – A CIO Perspective

Scott Lux is the acting SVP of Customer Experience and Digital Commerce at Alice + Olivia as well as an Adjunct Professor of Digital Commerce and DTC at Columbia University, NY and FIT. He joins the show to lend his expertise in a discussion on the shifting demands of new consumers and its inevitable impact on brands and retailers.Host Jason Felger and his colleague, Yelena Shkolnik — Partner at Jump Capital — lead the discussion on current trends towards a customer-centric approach to marketing and the factors that have propelled this shift, challenges facing the retail sectors in striking an apt balance between online presence and brick and mortar establishments, as well as the key role Journey Mapping plays in identifying how to maximize brand interactions with customers.Finally, tune in to hear expert thoughts on the live streaming market that accounts for 9% of commerce in China (translating to a whopping 70B potential State-side) and the current North-American barriers to it, from adoption to fragmentation.

Recent Episodes

SEASON 1