StarZero All shows Try the podcast clipper →

Lane MacDonald

7 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Jan 26, 2026 by Lane MacDonald · across every show →

On the record as a speaker too: Lane MacDonald's record, appearances and statements → this page counts the times other people say the name.

Everything said about Lane MacDonald, oldest first

Jan 26, 2026 positive
Insight
MacDonald: Too few LPs adopt an active GP sourcing mindset
“Sourcing to me, whether you're a GP or an LP, too few LPs, Take the GP mindset. As an LP, you better have a GP mindset, and you better source. You better be out there finding opportunities.”
Lane MacDonald Jan 26, 2026 ▶ 48:42 Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Jan 26, 2026 positive
Insight
MacDonald: Capacity constraints force better LP allocation decisions
“What you want is a capacity constrained environment for investing. I want it with my GPs. I want it for us, where you're having to make hard decisions about what GPs you're backing in the equity long short space, private space, co-investment space. The only wa…”
Lane MacDonald Jan 26, 2026 ▶ 48:16 Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Jan 26, 2026
Insight
MacDonald: Changing an Investment Process Forces Allocators to Re-Underwrite Managers
“So many times, though, people change and evolve the process, whether it's public or private, and when that happens, you're re-underwriting a whole new strategy or a whole new manager.”
Lane MacDonald Jan 26, 2026 ▶ 37:04 Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Jan 26, 2026 neutral
Insight
MacDonald: Five-Million-Dollar LP Commitments Struggle to Be Meaningful to GPs
“When times are a little bit tough, you lean in and you understand things, but you also show up with a real check. You have to be a meaningful investor. If you're a five million dollar investor, it's hard to be meaningful.”
Lane MacDonald Jan 26, 2026 ▶ 23:45 Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Jan 26, 2026 positive
Assertion Supported
MacDonald: Mean PE returns without fee and carry reach top-quartile performance
“If you take the mean return in most vintage years from a Cambridge associate and you back out fee and carry, that's top quartile.”
Lane MacDonald Jan 26, 2026 ▶ 37:50 Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Jan 26, 2026 negative
Insight
MacDonald: Many investment track records are statistically insignificant and misleading
“In our sector, many people build track records that are not statistically significant, not meaningful. You have a few early wins. You think you're smart.”
Lane MacDonald Jan 26, 2026 ▶ 21:41 Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Jan 26, 2026 bullish
Opinion
MacDonald: PE alpha is concentrated in small-cap and micro-cap funds
“I'm a believer that the alpha is in the smaller end of the market, mid cap, small cap, micro cap funds.”
Lane MacDonald Jan 26, 2026 ▶ 40:15 Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more