Q2 Market Review – Looking Back, Looking Forward Join us for our July LP Peer-to-Peer session as we reflect on how the second quarter unfolded across private markets and what it signals for the second half of the year. Moderated by Liz Weindruch of Barings, this session will bring together LP perspectives on market developments, portfolio impact, and evolving investment strategies in today’s dynamic environment. Participants will discuss key themes emerging from Q2—including liquidity, exit activity, fundraising, pacing, sector and…
Q2 Market Review – Looking Back, Looking Forward
Join us for our July LP Peer-to-Peer session as we reflect on how the second quarter unfolded across private markets and what it signals for the second half of the year.
Moderated by Liz Weindruch of Barings, this session will bring together LP perspectives on market developments, portfolio impact, and evolving investment strategies in today’s dynamic environment.
Participants will discuss key themes emerging from Q2—including liquidity, exit activity, fundraising, pacing, sector and geographic trends, and the broader macroeconomic factors shaping private market portfolios. The conversation will also look ahead to opportunities, risks, and positioning for the remainder of the year.
Details:
Date: Wednesday July 15, 2026
Time: 11:00 am – 12:00 pm eastern U.S.
Zoom: Sign in provided to registered attendees
Discussion Leader: Liz Weindruch, Managing Director, Barings
As always, this LP-only session is designed to be a candid, peer-driven exchange under Chatham House Rule.
*** In order to keep the conversation robust and confidential, you must be an active PEWIN member LP investing in institutional funds to participate. This invitation is NOT transferable and we ask that no virtual assistants are activated by participants.***
Questions?
Please reach out to Moby Thomas ()
PEWIN hosts monthly LP-Only Peer-to-Peer conversations led by our members. These sessions will take place virtually every month, creating a forum for you to connect, exchange ideas, and discuss topics central to your work. If interested in discussing a topic and/or hosting a session, please reachout to us.
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