Topics
Foreword By the numbers
Meet the panel
The role of interim valuations
Mitigating uncertainty around interim valuations
Factors that impact interim valuations
What of interim performance?
Monitoring historical movement of marks
The impact of prolonged illiquidity
Managing loss ratios
The importance of LP loss ratios
Gaming loss ratios - should you be concerned?
Alternatives for investors gauging risk levels
Lessons from the papers for LPs?
Lessons from the papers for LPs?
Foreword By the numbers
Fit for the future
Time to engage?
Roundtable: Patterns of performance
The role of interim valuations
Mitigating uncertainty around interim valuations
Factors that impact interim valuations
What of interim performance?
Monitoring historical movement of marks
The impact of prolonged illiquidity
Managing loss ratios
The importance of LP loss ratios
Gaming loss ratios - should you be concerned?
Alternatives for investors gauging risk levels
Lessons from the papers for LPs?
Head to head: Portfolio construction
The last word
Roundtable: Patterns of performance
What is the number one lesson for LPs that emerges from the combination of these three papers?
“The key takeaway is that fund analysis is hard, and you really do have to spend a lot of time trying to understand what is going on. It is a costly endeavour, but one that is potentially high value for LPs if they can use that process to identify talented GPs effectively and avoid weaker ones. This won’t be news to anyone in private markets, but it certainly underscores the importance of good due diligence.”
Gregory Brown
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