On today’s Manager Meeting, Eric Upin interviews Jamie Montgomery. Eric is the Co-founder of Point Olema Capital, a private investments office serving multigenerational families. He previously served as the CIO of Makena Capital Management, CIO at Stanford Management Company, and the interim CIO at Washington University in St. Louis, where he remains Executive Board Chair.
Jamie is the Co-Founder and Managing Partner of March Capital, a $1 billion Santa Monica-based venture and growth equity firm that invests in AI, cyber, fintech, data infrastructure, and gaming.
Before they get going, Eric and I discuss his history with Jamie and his frameworks for thinking about investing in March and its positioning in a venture portfolio.