Why This LP Is Staying Consistent in an Unpredictable Venture Market
A Swimming with Allocators episode.
Last week on Swimming with Allocators, we welcomed Teddy Repko of the Yuhaaviatam of San Manuel Nation, who shares how his global upbringing, risk-aware personality, and early trading career shaped his investing approach, and how a shift at Columbia University’s endowment from hedge funds to relationship-driven venture gave him a front-row seat to the asset class.
During the conversation he also 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 valuations, and rapid funding cycles to concentrated DPI, late-stage growth, and crypto.
A great episode that I hope you all enjoy.