Ken Licence, Chief Executive Officer at Principle Advisory Services, hosted a panel of experienced investors at the recent Infralogic Investors Forum, discussing two big questions that are front of mind for LPs as they consider their infrastructure strategy – should they be building a team of dealmakers and back-office professionals capable of delivering a global direct investment program, and how far to move up the risk curve to growth infrastructure-like investments in the hunt for bigger returns. Alongside these big decisions, LPs must grapple with macro issues and market uncertainty impacting liquidity and investment pacing. In this session a group of seasoned LPs will share how they are viewing the infrastructure asset class and their plans.
Some of the topics considered and discussed by the panel included:
- How are LPs thinking about building teams for direct investing and co-investments vs funds?
- What level of risk can LPs tolerate from infrastructure in the hunt for greater returns?
- What sectors and geographies are front of mind considering global macro political and economic uncertainties in 2025?
- How much of an impact does the slowdown in DPI have on the ability to commit capital?
- Where does infrastructure sit in an overall portfolio and is this changing as the asset class characteristic evolve?
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