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The $60 Trillion Pivot: How LPs are Rewriting the Rules
For decades, Limited Partners were the "quiet money" behind the world’s most powerful investment firms, but a massive $60 trillion shift is turning these passive check-writers into the primary architects of the financial world. As the IPO market remains frozen, institutional giants like CalPERS and various sovereign wealth funds are moving away from theoretical "on-paper" returns and demanding actual cash distributions, a mandate known as DPI that is starving underperformers and forcing a migration toward more liquid mid-market assets. This episode investigates the structural realignment of…
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