Mergermarket Private Equity Forum New York 2025

location_on The Pierre, A Taj Hotel, New York Map
02 Apr

Institutional investor outlook: shifting strategies

Whilst many North America focused LPs remain overallocated to private equity, approaches towards portfolio construction have shifted in line with market conditions and limited distributions, with LPs reducing their number of GP relationships, investing with fewer emerging managers, and diversifying beyond large traditional buyouts towards the middle market as the upper end of the market becomes increasingly crowded. Our panel of leading regional allocators will discuss where they are putting their money in the year ahead.

  • How have approaches towards manager selection and portfolio construction shifted? Are LPs prioritizing existing relationships or tapping into new and emerging managers?
  • The shift towards the middle market- what is promoting this and is this trend set to continue?
  • What is the outlook for exits and distributions in the next six months, how did 2024 end up?
  • How do LPs think about portfolio diversification in the context co-investment and secondaries programmes?
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  • Speakers keyboard_arrow_down
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    Joyce Zhang Senior Investment Officer Wallace Foundation Bio
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    Cynthia Do Nascimento Managing Director of Investments RWJBarnabas Health Bio
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    Abigail Archibald Senior Portfolio Manager Mellon Foundation
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    Sophia Tsai Managing Director Trinity Church Wall Street Bio
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    Aaron Witte Senior Portfolio Manager, Private Equity AustralianSuper Bio
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    Nicholas Morgan Private Equity Funds Reporter Mergermarket