From Consumer Insights to AI Upside: How LPs Win in the New Economy
A Swimming with Allocators Episode
This week on Swimming with Allocators, Alexa and I welcome Elizabeth Egan of TIFF Investment Management for a conversation that moves from consumer insight to AI upside and what LPs need to understand in the new economy.
The best allocators are not tourists in markets. They build a point of view, pressure-test it over time, and look for managers who can translate insight into durable advantage.
This episode is especially relevant for anyone trying to understand how AI fits inside a broader institutional portfolio rather than treating it like a standalone headline.