Excellent curation of the cross-currents hapening in wealth and privete markets right now. The point about EQT potentially charging institutionals for co-invest deals is fascinating becasue it signals something deeper about how the flood of retail capital is reshaping power dynamics in the LP base. When you have distribution scale that can move billions without the same level of due diligence overhead, the traditional institutional buyer suddenly has less leverage than they think.
Excellent curation of the cross-currents hapening in wealth and privete markets right now. The point about EQT potentially charging institutionals for co-invest deals is fascinating becasue it signals something deeper about how the flood of retail capital is reshaping power dynamics in the LP base. When you have distribution scale that can move billions without the same level of due diligence overhead, the traditional institutional buyer suddenly has less leverage than they think.