Revisiting a clip from the LP Summit co-hosted by Beyond the Billion and Arctic15 in Helsinki in 2023, we have curated this brief but insightful episode for GPs, LPs, or even founders.

This week’s guests are two European LP veterans - Marko Hara, formerly the director of Elo, one of Finland's largest employee pensions, and Tomi Viia, currently the head of investments at OP Financial Group, managing assets totaling €14.2 billion.

Our conversation delved into the trends and opportunities in private equity and highlighted the winning strategies for LPs during uncertain times. Let’s get started!

Timestamps/Key Takeaways

0:00 - Intro

03:57 - Takes on current market conditions; advice for LPs during venture slumps

07:48 - The shifts in portfolio diversity; the weighing in private equity

12:28 - Opportunities in US market for European LPs

15:14 - Advice for LPs and portfolio construction during uncertain times

17:25 - The winning factors in investment opportunities

20:22 - Huge platform shift with the explosion of AI; emerging managers are not off the table

23:02 - Q&A: Where are the best soft skills and hard skills that you are looking for in GPs in this environment?

24:53 - Key takeaway for LPs and GPs

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