LPEA Insights 2025 | Capital in Motion: How LPs Are Rethinking Asset Allocation

Martine Kerschenmeyer (Advent International) moderated a timely discussion on LP strategy amid market volatility, liquidity constraints, and structural shifts in private markets. Panelists Pedro Alonso-Lamberti (Allianz), Irina Barbuntoiu (NN Group), and Bart van Dijk (ILPA – Institutional Limited Partners Association) explored the Private Equity panorama, the growth of Private Credit and Infrastructure as asset classes, retailization, governance, and the importance of long-term partnerships and disciplined portfolio construction.