Brian Gildea, Head of Evergreen Solutions for Hamilton Lane, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how individual investors can access institutional-quality private markets strategies.
Gildea states that evergreen structures are resonating with the market, as it is easy for individual investors to access institutional-quality private equity strategies. Evergreen funds registered under the Investment Company Act of 1940 broaden the investor base compared to the qualified purchaser requirements typical of institutional drawdown funds.
Hamilton Lane’s DNA comes from its role as a consultant to some of the world’s largest investors. Hamilton Lane leverages the data and relationships established in the institutional investment world to enhance the client experience. Hamilton Lane’s performance data can be used to illustrate the experience of clients that have invested in private markets. This data is made available through Hamilton Lane’s Cobalt platform.
Gildea believes that market volatility reinforces the need for investors and their advisors to be diversified with long-term portfolios. Advisors are looking to Hamilton Lane for easy-to-understand portfolios that meet client objectives.
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