)
)
)
Institutional Investor Perspectives: Current demands vs. reliable long-term ROI
From pension funds and sovereign wealth to private capital and insurance investors, LPs are playing an increasingly decisive role in shaping the market. What was once a supplementary real asset opportunity has now become a game-changing strategy of long-term capital allocation into the future of digital infrastructure.
From governance, regulatory, geopolitical and data sovereignty risk, to power shortfalls and increasingly complex fund structures, what factors will decide realistic ROI in the next 5-10 years? How can asset managers find the partners balance investors and execution?
-How are LPs evaluating the risks and opportunities in AI infrastructure? And what provides conviction in fund strategy?
-Is the GP-LP relationship fundamentally shifting towards dedicated platforms as demand for capital as well as complexities increase?
-What are realistic and proven exit strategies?
From governance, regulatory, geopolitical and data sovereignty risk, to power shortfalls and increasingly complex fund structures, what factors will decide realistic ROI in the next 5-10 years? How can asset managers find the partners balance investors and execution?
-How are LPs evaluating the risks and opportunities in AI infrastructure? And what provides conviction in fund strategy?
-Is the GP-LP relationship fundamentally shifting towards dedicated platforms as demand for capital as well as complexities increase?
-What are realistic and proven exit strategies?