SuperInvestor 2019: LP asset allocation
How are LPs adjusting their portfolios given where we are in the cycle and what strategies are being adopted to protect returns? Is now the time to reserve capital? What impact will a negative net distribution rate have on LPs’ investment decisions and how large is the threat of being over exposed to private equity?
Panellists:- Louise Boothby, Partner, Coller Capital- Giovanni Orsi, Managing Director, Private Equity, Funds, PSP Investments- Dana Haimoff, Managing Director, Portfolio Manager, J.P Morgan Asset Management- Daniel Winther, Head of Private Equity and Infrastructure, Skandia Life