06
Mar
LP spotlight: The next chapter
Private markets allocations came under pressure as the post-pandemic fundraising and investment boom was followed by years of limited distributions. LPs are increasingly attuned to portfolio management amid volatility, and this feeds into the balance between liquidity and asset allocation goals. Larger players must also consider this in the context of what kind of LP they want to be – Canadian-style co-underwriter, keen co-investor, or passive allocator. Seasoned investors explain where they are putting their money.
- How have approaches to portfolio construction shifted?
- What is the outlook for exits and distributions in 2025?
- How do LPs think about diversification in co-investment programmes?
- Can deeper relationships with multi-asset GPs deliver better returns?
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SpeakersBen Hart Partner & Head of Investor Relations (Asia) ADAMS STREET PARTNERS
Tom Macfadyen Portfolio Manager AWARE SUPER
Will MacAulay General Manager, Unlisted Assets HESTA
James Lilico Senior Portfolio Manager AUSTRALIAN RETIREMENT TRUST
David Bluff Managing Director, Real Assets FUTURE FUND
Marina Pasika Head of Growth Alternatives REST
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