Flashpoint discussed how LPs are allocating resources and capital to generate the best returns
November 03, 2021 — Michael Szalontay, General Partner of Flashpoint Venture Capital moderated the panel to discuss how LPs allocate resources and capital to generate the best returns at the 0100 Virtual Europe together with William van Eesteren from Wilshire Private Markets, Thomas Schneider from Isomer Capital, Oliver Hollender from Flossbach von Storch and Mark Drugan from Capital Dynamics.
“It’s fascinating to see how much thought and effort LPs put into their investment decision. I was delighted to moderate this panel and looking forward to becoming even better as a manager and living up to the expectations of institutional LPs”, — commented Michael Szalontay.
The panelists talked about three main topics:
1. ASSET ALLOCATION
This section covered the tools for asset allocation decisions both public vs private and also within private markets, and the impact of the asset allocation decision on returns.
2. RISK ANALYSIS.
The risk analysis portion focused on tools used for risk analysis in private markets and the differences in the risk profile of various subsegments of the private markets (private equity, private debt, venture capital, venture debt, etc.). The panelists also discussed the impact of the current valuation environment on the risk assessment of private assets.
3. MANAGER SELECTION
Generating the “best” returns is impossible if you fail in manager selection, therefore, this topic covers the key factors that determine the selection process, key areas of due diligence, and back-testing of manager selection decisions. In addition, the panelists discussed what managers need to do to get in front of LPs.
The 0100 Virtual Europe сonference brought together 1000+ PE & VC Professionals, 700+ LPs & GPs, and 65+ speakers from all around Europe. This event covered over 10 topics within 3 days, including: how LPs allocate resources and capital to generate the best returns moderated by Michael Szalontay, co-founder of Flashpoint, with William van Eesteren from Wilshire Private Markets , Thomas Schneider from Isomer Capital, Oliver Hollender from Flossbach von Storch and Mark Drugan from Capital Dynamics.