My final report on SuperReturn US West this week synthesizes core takeaways for private markets that GPs, OPs, and portfolio CEO/CFO need for the remainder of 2026 and 2027.
Incredibly strong line-up covering a full 360 on capital allocation, fund formation, the current market turbulence (and available opportunities), standalone sessions for operators and new GPs, for specific segments and categories (healthcare, FMCG, sports, energy/defense), on leading topics of the year like continuation vehicles and AI augmentation.
The original report sent to 29,200 email subscribers on Wednesday and now shared with 5,900 LinkedIn newsletter readers following private equity and LMM pulse check conversations.
Grateful for the thoughtful panels and insider intelligence – one of the areas LLMs will never be good at (and the most critical decisions happen behind closed doors). This is where 1:1s, trade shows, and face time will persevere even with robots handling repetitive production and manufacturing and agents generating reels, social content, and email outreach campaigns.
Special credit to Informa for the stellar organization and sidebar conversations after the panels and in the breaks I caught up with panelists and industry titans like Andrew Howard, Clark Koury, Daniel L., C. Gordon Lin, Jared Stein, Jeffrey Straus, Josh Klinefelter, Leor Landa, Patrick J. Murphy, Robert Picard, Russ Roenick, Paul Zimmerman, NACD.DC, Adam Fliss, Alex Bebov, Ariel Mark, CAIA, Dan Connell, Scott Voss, Alex Tishakov, Terrence Gallman, Wick Egan (and others not on top of my DM list or business card Rolodex).
Heading to the 2nd LA CorpGov Forum in an hour in San Marino to continue the governance conversations for anyone local or attending the full week.
Operators and capital allocators: Just 104 days left until the end of 2026: consider this the first 100 days reversed and make them count.
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10 PE Takeaways From SuperReturn US West
Mario Peshev
