institutional LP

also referred to as: institutional lps

4 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement Feb 27, 2023 by Beezer Clarkson · across every show →

Everything said about institutional LP, oldest first

Feb 27, 2023 bearish
Assertion Not checkable as stated
Clarkson: Overallocated LPs are freezing venture commitments for 12 to 24 months
“We're hearing from our fellow LPs that they are stuck on and committing this year, potentially next year, because of exactly this. They did so much because they felt they had to preserve relationships, and they were looking to make money for whatever instituti…”
Beezer Clarkson Feb 27, 2023 ▶ 14:39 Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
Oct 14, 2023 negative
Insight
LPs Lose to Double Fees Across NAV Lending and PE Funds
“In the case where an LP invests in a NAV lending fund that extends a loan to one of their private equity funds, that investor loses by the fees it pays to both sides, just like Jack Bogle's critique of active management in public equities.”
Ted Seides Oct 14, 2023 ▶ 8:54 WTT - NAV Loans: Canary or the Gold Mine?
May 5, 2025 positive
Insight
Institutional and private wealth channels are converging in private markets
“The institutional world, which you've covered tremendously well with capital allocators. And the wealth worlds are kind of converging. Institutions are trying to think about how they think about private markets. The wealth channel is now starting to think abou…”
Michael Sidgmore May 5, 2025 ▶ 13:41 Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Jun 23, 2025 bearish
Prediction Not checkable as stated
MacArthur: The private equity liquidity deficit will take 5+ years to resolve
“So we're talking about a five plus year problem as the GFC was in order to process all of this liquidity. This is not going to go away in 20, 25 or 20, 26. It's going to be continued pressure on the institutional LPs for liquidity over the course of the next s…”
Hugh MacArthur Jun 23, 2025 ▶ 41:02 Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
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