People, every show

Eric Yuppin

Co-Founder & Co-CIO, Point Olema Capital Partners. On 1 show, 1 appearance. The Shows tab opens the full record on each.

investorfounderexecutivepointolema.com ↗

Eric Upin co-founded Point Olema Capital Partners, a multi-family investment office that constructs customized endowment-style portfolios for multigenerational families. Previously, he served as Chief Investment Officer at Stanford Management Company and Makena Capital Management, as well as interim CIO at Washington University in St. Louis.

What they said5 Shows1

Everything Eric Yuppin said on any show that made the record, most notable first. Each card names its show and opens the statement there.

CAPITAL ALLOCATORS Assertion Not checkable as stated

Yuppin: VCs are increasingly specializing rather than covering the broad market

“As we're seeing venture capitalists start to become more focused rather than covering the entire waterfront. And so focusing on cybersecurity and all of things around protecting the enterprise AI and machine led and algorithmic led kind of applications. Those …”

Eric Yuppin Dec 30, 2021 ▶ 8:19 Jamie Montgomery – March Capital (Manager Meetings, EP.26)

CAPITAL ALLOCATORS Insight

Yuppin: Early-stage VC funds outperform mature firms weighed down by fund size

“You're looking for earlier stage funds because you often see much higher performance when life is simple, fund size is smaller, and you have the singular mission of just investing. Things get really complicated by fund eight, nine. Firms are big. You're on Doz…”

Eric Yuppin Dec 30, 2021 ▶ 10:15 Jamie Montgomery – March Capital (Manager Meetings, EP.26)

CAPITAL ALLOCATORS Insight

Yuppin: Top CIOs target first-time VC funds and spinouts for outsized returns

“Today, you're seeing the real great CIOs are looking for first time funds, spin outs, where you've really identified talent and you want to be there early so you can gain greater capacity and you're more actively involved early and you're capturing some of tha…”

Eric Yuppin Dec 30, 2021 ▶ 10:44 Jamie Montgomery – March Capital (Manager Meetings, EP.26)

CAPITAL ALLOCATORS Insight

Yuppin: Venture capital has high persistence and huge barriers to entry

“There's a very high persistence in venture, so often the great stay great, and it's very hard to enter the space.”

Eric Yuppin Dec 30, 2021 ▶ 18:51 Jamie Montgomery – March Capital (Manager Meetings, EP.26)

CAPITAL ALLOCATORS Assertion Not checkable as stated

Yuppin: Venture capital has arguably the highest return dispersion of any asset class

“Venture is such a unique asset class, arguably the highest dispersion of returns, meaning the difference between the average and the very best is about as big a cone or dispersion as there is”

Eric Yuppin Dec 30, 2021 ▶ 19:00 Jamie Montgomery – March Capital (Manager Meetings, EP.26)

One line per show, most statements first. The link opens Eric's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
CAPITAL ALLOCATORSLEDGER	Co-Founder & Co-CIO, Point Olema Capital Partners	1	5	—	full record on Capital Allocators →