Steve Brennan, Head of Private Wealth Solutions at Hamilton Lane, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Summit, to discuss the firm’s 30-year history of investing in private markets.
Hamilton Lane has been a leader in private markets investing for over 30 years. The firm has expertise across the full spectrum of private markets, including private equity, private credit, private real estate, private infrastructure, and natural resources. Hamilton Lane brings a global perspective through their team of 700 people in 21 offices worldwide.
Today, advisors have more options to access private markets than ever before and are trying to determine which investments to choose. Advisors are seeking education so that they can understand how and why to allocate to alternative investments and to be able to educate their clients.
Hamilton Lane may have more data on private markets than anyone else in the industry and uses this data to inform advisors of developments in private markets. This data includes private fund returns since before the inception of Hamilton Lane, as well as benchmarking data. The firm also tracks data on portfolio companies held in private funds.
Hamilton Lane offers a series of evergreen, semi-liquid solutions for the private wealth market. The benefits of evergreen funds include the immediate full deployment of capital, liquidity options, improved tax reporting through Form 1099, and the ability to build diversified portfolios.
The most sophisticated institutional investors allocate as much as 50% of their portfolios to private markets. RIAs and the high-net-worth market are moving in the direction of continually growing their allocations to private markets.
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