What’s Top of Mind for Today’s LP
Chief Client Officer Mike Koenig hears firsthand what some of the world's leading LPs are talking about, and in this episode, he reveals that the top-of-mind issues for LPs today seem to share a common theme: how to enhance their capabilities and stay ahead of the curve in an evolving asset class and changing market cycle.
What Are LPs Talking About?
Just like our signature Market Overview, in this preview we will endeavor to provide unique data and valuable insights – albeit on a smaller scale. Specifically, we thought we would explore a few of the big topics that LPs can’t stop talking about, woven together with and supported by a few pieces of our proprietary data.
Choose Your Own Downturn
At Hamilton Lane, we spend a lot of time listening. It’s how we stay in tune with the mood in the market and a big part of how we ensure we’re offering our clients and investors the service and support they’re looking for in this asset class. Lately, what we’re hearing as the first, second and third question on the minds of LPs is some version of the following: Volatility has to go up and a downturn is inevitable, so how do I best position my private markets portfolio?
Impact Investing in the Private Markets: Considerations from an LP Perspective
For the private markets, 2018 was marked by some record highs in terms of fundraising and deal flow, some worrisome trends in the way of compressed outperformance versus the public markets, as well as some welcome developments – such as LPs increasingly investing in their own infrastructure.