Eric Yuppin

Co-Founder & Co-CIO, Point Olema Capital Partners · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

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.

5statements → 2claims → 0claims resolved → 3.8/5average certainty → 2/5average debate potential →

2 not checkable as stated how the 2 claims stand · each chip opens the sources

2 assertions · 3 insights · every statement was checked. The predictions and assertions are the 2 claims: statements the public record can support or contradict. 0 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Eric argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Eric Yuppin on measured tape to publish a rate. This says nothing about how they speak.

Everything Eric Yuppin said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

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)
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)
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)
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)
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)

Appearances (1)

EpisodeDateSpeaking time
Jamie Montgomery – March Capital (Manager Meetings, EP.26) Dec 30, 2021 12m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.