This week on Swimming with Allocators, Alexa and I welcome Charlotte Zhang, Senior Portfolio Manager at Inatai Foundation, for a conversation on how LPs evaluate managers.
Every GP wants to know what LPs are really looking for. This episode gets into the checklist behind the checklist: strategy, team, portfolio construction, references, judgment, alignment, and the ability to explain why the firm deserves to exist.
For emerging managers, this is a practical episode. For LPs, it is a useful reflection on how disciplined underwriting can still leave room for conviction.