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Category: Insights

Texas LP Summit 2025: How LPs Are Redefining “Alpha” in Private Markets (Liquidity, Specialization, and Structure)

By Darshan Honale | December 2025   At the Texas LP Summit in Fort Worth (Bowie House), the agenda was a tight loop around one question: how do institutional allocators actually win now with slower exits, crowded trades, and more “productization” of private markets. I had the privilege of moderating the closing panel, “LP Secrets […]

The Power Crisis Stalling AI Infrastructure: What Two Days Chairing an Industry Conference Revealed

By Darshan Honale | November 2025 I just spent two days chairing a data center and AI infrastructure conference in Houston, bringing together operators, hyperscalers, utilities, and investors to discuss the industry’s future. What kept me up afterward wasn’t the latest cooling technology or the newest chip architecture. It was a simple, uncomfortable truth: We’re […]

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