Back to WOA 返回 WOA
Apply 申请
LPE · LP-Only LPE · 仅限LP

LP Excellence LP 卓越计划

Peer-to-peer learning seminars designed exclusively for Limited Partners — where institutional allocators exchange real-world insights in a confidential, high-trust environment. 专为有限合伙人(LP)设计的同行学习研讨会——机构配置者在高度信任的保密环境中交流实战洞见。

LP-Only仅限LP
Format形式
Hybrid / Bi-Monthly线上线下结合 / 每两月一次
Mode模式
10–15 Members per Session每场 10–15 人
Group Size小组规模
By Invitation邀请制
Access准入
About关于

About LP Excellence关于 LP 卓越计划

LP Excellence is a curated peer-to-peer learning initiative that brings together senior Limited Partners from family offices, endowments, foundations, and institutional allocators. Each session is designed to facilitate candid, off-the-record discussions about portfolio construction, manager selection, risk management, and the evolving landscape of alternative investments.LP 卓越计划是一个精心策划的同行学习项目,汇聚了来自家族办公室、捐赠基金、基金会和机构配置者的资深 LP。每场会议旨在促进关于投资组合构建、基金经理遴选、风险管理及另类投资格局演变的坦诚非公开讨论。

Why Peer-to-Peer?为什么选择同行学习?

Unlike conventional conferences or manager-led events, LP Excellence creates a space where allocators learn from each other — sharing frameworks, challenging assumptions, and building lasting professional relationships.与传统的行业会议或管理人主导的活动不同,LP 卓越计划创造了一个配置者相互学习的空间——分享框架、挑战假设、建立持久的专业关系。

Eligibility参与资格

Who Should Participate谁适合参与

Family Offices & Institutional Allocators家族办公室与机构配置者

Organizations actively allocating capital across hedge funds, private equity, venture capital, and real assets.积极配置资金至对冲基金、私募股权、风险投资和实物资产的机构。

Chief Investment Officers首席投资官(CIO)

Senior decision-makers overseeing multi-asset portfolios and strategic asset allocation.负责多资产组合和战略配置决策的资深人士。

Heads of Manager Selection基金经理遴选负责人

Professionals responsible for sourcing, evaluating, and monitoring external investment managers.负责寻找、评估和监督外部投资管理人的专业人士。

Senior Investment Professionals资深投资专业人士

Experienced allocators with meaningful discretion over investment decisions and portfolio strategy.拥有实质性投资决策和组合策略话语权的经验丰富的配置者。

Value Proposition核心价值

What You Will Gain你将获得什么

Real-Time Allocation Insights实时配置洞见

Hear how peers are adjusting their portfolios in response to market conditions — unfiltered and in real time.了解同行如何根据市场状况调整投资组合——实时、未经过滤的一手信息。

Portfolio Construction Discussions组合构建讨论

Deep-dive conversations on asset allocation, risk budgeting, and designing portfolios for long-term resilience.深入探讨资产配置、风险预算和长期韧性组合设计。

Manager Selection Frameworks经理遴选框架

Exchange due diligence methodologies, reference check practices, and frameworks for evaluating emerging managers.交流尽职调查方法、背景调查实践和评估新兴管理人的框架。

Confidential Peer Exchange保密同行交流

A trusted environment where sensitive topics can be discussed openly, without attribution or commercial pressure.在受信任的环境中公开讨论敏感话题,无需署名、无商业压力。

Format活动形式

Program Format项目形式

Each LP Excellence session is intentionally designed to maximize the quality of interaction and depth of discussion. We keep groups small, the agenda focused, and the environment strictly confidential.每场 LP 卓越计划会议都经过精心设计,以最大化互动质量和讨论深度。我们保持小组精简、议程聚焦、环境严格保密。

Hybrid Model线上线下结合模式

Sessions alternate between in-person gatherings in key financial centers and virtual convening to accommodate global participation.会议交替在主要金融中心线下举行和线上召开,以便全球参与者加入。

Bi-Monthly Cadence每两月一次

Six sessions per year, allowing sufficient time between meetings to reflect, apply insights, and prepare for the next discussion.每年六场会议,在各次会议之间有充足时间反思、应用洞见并为下一次讨论做准备。

Intimate Group Size精品小组规模

Capped at 10–15 members per session to ensure every voice is heard and meaningful connections are formed.每场会议控制在 10–15 人,确保每个人的声音都能被听到并建立有意义的连接。

Chatham House Rule查塔姆守则

All discussions are conducted under the Chatham House Rule — participants may use the information, but neither the identity nor the affiliation of speakers may be revealed.所有讨论均遵循查塔姆守则——参与者可使用相关信息,但不得透露发言者身份或所属机构。

Sample Curriculum示例议题

Session Topics会议主题

Each session is built around a focused topic selected by the cohort. Below are examples from previous and upcoming sessions.每场会议围绕由成员选定的聚焦主题展开。以下为过往和即将召开的会议主题示例。

1

Hedge Fund Manager Selection: The Endowment Approach对冲基金经理遴选:捐赠基金方法论

How leading endowments identify, diligence, and monitor hedge fund managers — frameworks, red flags, and relationship management.领先捐赠基金如何识别、尽调和监督对冲基金经理——框架、警示信号及关系管理。

2

Private Credit Beyond the Headlines: Recap and Re-evaluate头条之外的私募信贷:复盘与再审视

Is the Risk-Reward Still Attractive Amid Growing Valuation, Liquidity, and Downside Risks?在估值、流动性和下行风险不断上升的情况下,风险回报是否仍有吸引力?

3

Risk Management & Downside Protection风险管理与下行保护

Practical approaches to tail-risk hedging, liquidity management, and stress-testing portfolios against black-swan events.尾部风险对冲、流动性管理以及针对黑天鹅事件进行压力测试组合的实用方法。

4

Emerging Manager Due Diligence新兴管理人尽职调查

Evaluating first-time funds, spin-out teams, and early-stage strategies — balancing the return potential against operational and career risk.评估首次募集基金、分拆团队和早期策略——在回报潜力与运营和职业风险之间取得平衡。

Join the Conversation加入交流

Request an Invitation申请邀请

LP Excellence is available by invitation to qualified Limited Partners. Express your interest and our team will be in touch.LP 卓越计划仅向合格的有限合伙人发出邀请。请表达您的兴趣,我们的团队将与您联系。

Request Invitation申请邀请