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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan Parant
Everyone is talking about evergreens.
Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.
This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.
The three part series features:
- Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.
- KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.
- Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.
Please enjoy the first episode of the series as Nick and I talk with Vista Equity Partners’ Dan Parant.
Show Notes
00:19 Welcome and Guest Introduction
00:39 Vista's Founding and Early Days
02:05 Vista's Growth and Achievements
03:11 Dan's Background and Role at Vista
04:07 Enterprise Software Investment Thesis
05:11 The Resilience of Enterprise Software
07:11 The Private Market Advantage
07:25 Constructing Portfolios for Wealth Channels
08:13 The Shift from Public to Private Markets
09:52 Evergreen Funds and Their Benefits
11:06 Evergreen Strategies in Software Investing
12:01 Advantages of Evergreen Structures
13:09 The Role of Private Equity in Evergreen Funds
13:17 Private Companies Staying Private Longer
19:25 Vista's Approach to Different Company Sizes
20:28 Growth vs. Yield in Evergreen Strategies
21:11 The Importance of Scale in Evergreen Funds
24:24 Challenges of Managing Evergreen Structures
26:12 The Discipline of Manager Selection
28:41 Educating Investors on Evergreen Structures
30:08 Omnichannel Education Strategies
31:04 Product-Specific Education
32:00 Understanding Liquidity in Evergreen Funds
33:37 Structuring Liquidity Parameters
36:17 The Future of Evergreen Strategies
39:45 Closing Remarks and Final Thoughts
40:17 Legal & Compliance Information
View all episodes
By Michael Sidgmore
5
2424 ratings
Everyone is talking about evergreens.
Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.
This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.
The three part series features:
- Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.
- KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.
- Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.
Please enjoy the first episode of the series as Nick and I talk with Vista Equity Partners’ Dan Parant.
Show Notes
00:19 Welcome and Guest Introduction
00:39 Vista's Founding and Early Days
02:05 Vista's Growth and Achievements
03:11 Dan's Background and Role at Vista
04:07 Enterprise Software Investment Thesis
05:11 The Resilience of Enterprise Software
07:11 The Private Market Advantage
07:25 Constructing Portfolios for Wealth Channels
08:13 The Shift from Public to Private Markets
09:52 Evergreen Funds and Their Benefits
11:06 Evergreen Strategies in Software Investing
12:01 Advantages of Evergreen Structures
13:09 The Role of Private Equity in Evergreen Funds
13:17 Private Companies Staying Private Longer
19:25 Vista's Approach to Different Company Sizes
20:28 Growth vs. Yield in Evergreen Strategies
21:11 The Importance of Scale in Evergreen Funds
24:24 Challenges of Managing Evergreen Structures
26:12 The Discipline of Manager Selection
28:41 Educating Investors on Evergreen Structures
30:08 Omnichannel Education Strategies
31:04 Product-Specific Education
32:00 Understanding Liquidity in Evergreen Funds
33:37 Structuring Liquidity Parameters
36:17 The Future of Evergreen Strategies
39:45 Closing Remarks and Final Thoughts
40:17 Legal & Compliance Information
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