5: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
Billion Dollar Backstory
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The Importance of Early Adopters in Asset Management
I get contacted occasionally by managers, boutiques, whatever, looking to launch new funds or products. How do you LCP, think about this asset class that's thinking about multi S? And the kind of stuff you wanna see in a fund is exactly the right question to be asking me. But the issue is that you ask 10 allocators that. You get 10 very different answers. For example, someone else might say, no, definitely don't put emerging markets in because we wanna allocate to that separately. Someone might say, yes, we wanna see some private markets, assets in there, another might say, absolutely not because we do that. So if you're a boutique and you
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