Letter from London (Second of Two Parts)

For a long-time practitioner and educator in the private capital space, there’s nothing like engaging with sophisticated investors digging deep into nuances of the asset class. In London and the Midlands, these discussions centered around such questions as: 

1. How will growth of private markets impact appetite in direct contribution plans and semi-liquid strategies?

2. Do investors have appetite for evergreen structures vs. term, levered vs. unlevered? 

3. How should pension plans (and managers) incorporate sustainability into portfolios?

4. What are the fastest growing asset classes for UK investors? 

5. What will the UK government’s push into lending mean for privates?