Fireside: LP perspectives: Portfolio implications of GP consolidation
– Tracking how larger, multi-strategy firms reshape fee compression, portfolio concentration, governance structures
– Does consolidation create better diversification for LPs or narrow their exposure across strategies?
– Exploring the tension between scale benefits, operational leverage, potential conflicts of interest in consolidated platforms
– Does consolidation create better diversification for LPs or narrow their exposure across strategies?
– Exploring the tension between scale benefits, operational leverage, potential conflicts of interest in consolidated platforms