Shows
Swimming with AllocatorsWhy This LP Is Staying Consistent in an Unpredictable Venture MarketThis week on Swimming with Allocators, Earnest and Alexa welcome Teddy Repko of the Yuhaaviatam sovereign wealth fund (San Manuel Band of Mission Indians), who shares how his global upbringing, risk-aware personality, and early trading career shaped his investing approach, and how a shift at Columbia’s endowment from hedge funds to relationship-driven venture gave him a front-row seat to the asset class. He breaks down how LPs really underwrite managers—balancing base rates, power-law math, and portfolio construction with deep people and relationship assessment—and flags both opportunities and risks in today’s market, from mega funds, AI-driven valuatio...
2026-07-0140 min