Mina Nazemi.mp4

Back

Or filter by your interest

Browse all our content

SuperReturn

Unlock all the content with only {{price}}

mina nazemi.vtt

English

{{00:00:07}}
Market conditions have been
challenging for the average GP.

{{00:00:11}}
If you've been a manager who has
created value, who's returned capital.

{{00:00:17}}
And has generated strong returns.

{{00:00:19}}
You've had success even in a
challenging fundraising environment.

{{00:00:23}}
But overall, what's happened is these
technologies such as NAV lending

{{00:00:28}}
GP leds have really been able to
accelerate some DPI in the market.

{{00:00:33}}
And that is obviously well taken
by some of the LPs in getting

{{00:00:37}}
some of their capital back.

{{00:00:39}}
But ultimately, as we think about
2025, we're really trying to

{{00:00:42}}
back managers who've generated.

{{00:00:44}}
Strong returns through value
creation methodologies.

{{00:00:52}}
I think we've had a number of
success stories, especially with

{{00:00:56}}
some first time funds who are teams
that have spun out of some larger

{{00:00:59}}
and established platforms and teams
who are really betting on themselves.

{{00:01:03}}
And that's why we love this segment
of the market with these emerging

{{00:01:05}}
managers who are betting on themselves.

{{00:01:08}}
Really putting their money where their
mouth is with strong GP alignment

{{00:01:12}}
with GP commitments can be in the
three to four to 5 percent range.

{{00:01:16}}
And we see that across both
private equity and infrastructure.

{{00:01:19}}
On the infrastructure side, we're seeing
that continue to be a growing asset

{{00:01:23}}
class and more of a need to having
more managers in that small lower end

{{00:01:27}}
of market, especially as we've seen.

{{00:01:29}}
So many GPs move up market and
raising much, much larger funds.

{{00:01:37}}
It's all about performance
at the end of the day.

{{00:01:40}}
And GPs really need to do a good job
at demonstrating how they've created

{{00:01:45}}
value with their portfolio companies
or with their assets and not just the

{{00:01:50}}
utilization of financial leverage.

{{00:01:52}}
So I think that's absolutely foremost.

{{00:01:54}}
A lot of LPs are just also looking
to have great partners who are

{{00:01:58}}
going to be good co investors.

{{00:02:00}}
who are going to offer that co
investment to these limited partners.

{{00:02:04}}
And then finally is having these
relationships where you're going to

{{00:02:09}}
create value along the way and not just
have some quick wins again from a use

{{00:02:14}}
of financial leverage where they're
actually creating long lasting platforms

{{00:02:19}}
that will ultimately create portfolio
value for you as a limited partner.

Market conditions have been
challenging for the average GP.

If you've been a manager who has
created value, who's returned capital.

You've had success even in a
challenging fundraising environment.

But overall, what's happened is these
technologies such as NAV lending

GP leds have really been able to
accelerate some DPI in the market.

And that is obviously well taken
by some of the LPs in getting

But ultimately, as we think about
2025, we're really trying to

Strong returns through value
creation methodologies.

I think we've had a number of
success stories, especially with

some first time funds who are teams
that have spun out of some larger

and established platforms and teams
who are really betting on themselves.

And that's why we love this segment
of the market with these emerging

Really putting their money where their
mouth is with strong GP alignment

with GP commitments can be in the
three to four to 5 percent range.

And we see that across both
private equity and infrastructure.

On the infrastructure side, we're seeing
that continue to be a growing asset

class and more of a need to having
more managers in that small lower end

So many GPs move up market and
raising much, much larger funds.

It's all about performance
at the end of the day.

And GPs really need to do a good job
at demonstrating how they've created

value with their portfolio companies
or with their assets and not just the

A lot of LPs are just also looking
to have great partners who are

who are going to offer that co
investment to these limited partners.

And then finally is having these
relationships where you're going to

create value along the way and not just
have some quick wins again from a use

of financial leverage where they're
actually creating long lasting platforms

that will ultimately create portfolio
value for you as a limited partner.

SuperReturn North America is moving to Miami in March 2025! 🌴 But what do industry leaders think about this big change? Hear directly from GPs, LPs, and investors as they share why they’re looking forward to the move. 