Institutional Investor Perspectives: Current demands vs. reliable long-term ROI
LPs from pension, sovereign wealth, private capital and insurance discuss amongst peers how they build conviction. Regulatory, geopolitical and data sovereignty pose risks - as do power shortfalls and increasingly complex fund structures, what factors will decide realistic ROI in the next 5-10 years and how these challenges can unlock new growth opportunities.
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How are LPs evaluating AI infrastructure risk vs opportunity?
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Is the GP-LP relationship shifting decisively to dedicated platforms?