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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis
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 third episode of the series as Nick and I talk with Hamilton Lane's Stephanie Davis.
Show Notes
00:00 Introduction: Setting the Stage
00:17 Early Days in the Evergreen Space
00:33 Stephanie's Journey into Private Wealth
00:40 From Merrill Lynch to Hamilton Lane
01:15 The Evolution of Alternative Investments
02:09 Success in Early Evergreen Structures
02:23 Challenges and Innovations in Distribution
03:01 Nick's Perspective on the Evergreen Space
03:20 Hamilton Lane's Thought Leadership
03:50 The Importance of Private Companies
04:29 The Evolution of Evergreen Funds
05:11 Optimal Structures for Evergreen Funds
05:35 Target Audience and Distribution Strategies
06:25 Commitment to Evergreen Structures
06:50 Multi-Manager Approach and Diversification
07:18 Adoption of Private Capital by Advisors
07:49 The Role of Private Equity in Evergreen Funds
08:50 The Importance of Fee Efficiency
09:45 Educating Investors on Evergreen Structures
15:00 The Power of Compounding in Evergreen Funds
16:02 Institutional Interest in Evergreen Funds
21:54 The Role of Liquidity in Evergreen Investments
22:28 Educating Advisors and Clients
25:48 Challenges in Advisor Education
28:14 Allocation Strategies for Evergreen Funds
31:22 The Future of Evergreen Structures
31:36 3.0 in the Evergreen Space
34:07 Manager Selection in Private Markets
35:18 The Evolving Relationship of Public and Private Markets
36:03 Closing Thoughts and Key Takeaways
36:33 Disclaimer and Informational Purposes
View all episodes
By Michael Sidgmore
5
1515 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 third episode of the series as Nick and I talk with Hamilton Lane's Stephanie Davis.
Show Notes
00:00 Introduction: Setting the Stage
00:17 Early Days in the Evergreen Space
00:33 Stephanie's Journey into Private Wealth
00:40 From Merrill Lynch to Hamilton Lane
01:15 The Evolution of Alternative Investments
02:09 Success in Early Evergreen Structures
02:23 Challenges and Innovations in Distribution
03:01 Nick's Perspective on the Evergreen Space
03:20 Hamilton Lane's Thought Leadership
03:50 The Importance of Private Companies
04:29 The Evolution of Evergreen Funds
05:11 Optimal Structures for Evergreen Funds
05:35 Target Audience and Distribution Strategies
06:25 Commitment to Evergreen Structures
06:50 Multi-Manager Approach and Diversification
07:18 Adoption of Private Capital by Advisors
07:49 The Role of Private Equity in Evergreen Funds
08:50 The Importance of Fee Efficiency
09:45 Educating Investors on Evergreen Structures
15:00 The Power of Compounding in Evergreen Funds
16:02 Institutional Interest in Evergreen Funds
21:54 The Role of Liquidity in Evergreen Investments
22:28 Educating Advisors and Clients
25:48 Challenges in Advisor Education
28:14 Allocation Strategies for Evergreen Funds
31:22 The Future of Evergreen Structures
31:36 3.0 in the Evergreen Space
34:07 Manager Selection in Private Markets
35:18 The Evolving Relationship of Public and Private Markets
36:03 Closing Thoughts and Key Takeaways
36:33 Disclaimer and Informational Purposes
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