Limited at The Drop
Ahead of The Drop, we're bringing together LPs to discuss how fund allocations are evolving.
Co-organized by The Drop, Ferd, and Foobar
The landscape is getting harder to navigate—from geopolitical shifts to the rise of AI. At the same time, the need (and opportunity) for innovation has never been greater.
The idea is to step back and compare notes with other active allocators, hear a few perspectives to help frame the discussion, and exchange practical insights with peers.
We'll explore questions like:
How are fund allocations changing?
What strategies are emerging?
Where are people leaning in—or pulling back?
What to expect
We'll start with a light lunch and time to connect with fellow LPs.
From there, we'll move into a series of short, sharp talks offering perspectives on today's investment landscape. Afterwards, there will be plenty of time to continue the conversation and connect with other attendees.
Format
11:00 — Light lunch & networking
11:45 — Welcome & framing
3 × short talks
Market overview
Investment strategy
AI-driven LP investing
12:30 — Small group discussions
13:15 — Mingling with GPs