Podcast appearances and mentions of hamilton lane

Erik Hirsch is the Co-Chief Executive Officer at Hamilton Lane. In this conversation we talk about global uncertainty, bitcoin, gold, investing strategies, tokenization, and why they are putting so much effort and time into it. ===================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at stake.coredao.org/pomp.===================Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you're an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit www.bitwiseinvestments.com to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit www.bitwiseinvestments.com/disclosures/ to learn more.

Series 2 of the 2025 podcast was born into a time of tremendous market turbulence. In our ten conversations with a diverse range of guests – sourced globally, we go top down, and bottom up – into the weeds, and take helicopter views. Tune in to hear about the technologies in venture capital and climate tech that excite even the most experienced investors who have seen multiple cycles with podcasts featuring Hunter Somerville and Beverley Gower-Jones, OBE on topics of big swing innovation in venture capital and what is on the cutting edge of climate tech. Erik Hirsch of Hamilton Lane describes private equity's evolution, the essential role of data and what lies ahead, while Peter Wilson of Harbourvest shares his views on the topic as well as the importance of authenticity.Fernando Vinzons, CIO at Chicago Teachers Pension Fund updates us on the fund's growth and in particular the resilience of its emerging manager strategy, while Dan Gore of Darwin Alternative Asset Management describes the opportunity in small and mid-cap UK firms. Rich Byrne seamlessly marries lessons from Brazilian Jiu Jitsu (in which he is a decorated champion) with lessons from the private credit world, while Cathy Bevan, also of Benefit Street, walks us through the evolution of structured credit over the past decade. Staying on credit, Sonali Pier of PIMCO describes her own journey from working as a credit trader into her current role, and we dive into the fascinating and emerging area of NAV lending with a discussion with Tom Doyle of Pemberton Asset Management.Please follow us for the launch of the second part of Series 2 next week: You can find all of our podcasts on The Fiftyfaces Hub, Apple Podcasts, Spotify or wherever you get your podcasts. Thank you Eagle Point Credit and Benefit Street Partners for supporting this series! With over $12 billion of AUM, Eagle Point Credit Management is a premier investment firm focused on generating strong returns for its clients through sourcing, evaluating and executing investments in CLOs, Portfolio Debt Securities and other credit investments that it believes shave the potential to outperform their respective markets generally.Benefit Street Partners is a leading global alternative credit asset manager offering clients investment solutions across a broad range of complementary credit strategies, including direct lending, special situations, structured credit, high yield bonds, leveraged loans and commercial real estate debt and equity. As of December 31, 2024, BSP-Alcentra had $76 billion of assets under management.

Welcome to another episode of the Private Equity Podcast, today I'm joined by Nayef Perry, Head of Direct Credit at Hamilton Lane. We dive into the state of the private credit market—where the opportunities are, how interest rates are shaping returns, and what investors need to watch out for. If you want a sharp, no-fluff breakdown of where private credit is heading and why it still has room to run, this one's for you.Breakdown:[00:00] Nayef Perry, Head of Direct Credit at Hamilton Lane, joins to discuss the private credit market, interest rates, and market outlook. [00:30] Background: Born in Miami, ex-consultant, GE Capital, joined Hamilton Lane in 2013. [01:13] Private credit's golden era isn't over—higher-for-longer rates mean higher yields for investors. [02:11] Despite growth since 2008, private credit isn't overcrowded—$1.4T credit gap vs equity. [03:36] Add $600B+ in upcoming maturities, and there's a $2T+ opportunity over next 3–5 years. [05:30] Hamilton Lane's deal drivers: add-ons, recapitalizations, and recovering LBO activity. [06:52] Credit lags LBO recovery but Hamilton Lane sees strong deal flow via LP relationships. [08:42] Democratization: retail access growing through evergreen funds—low minimums, high liquidity. [11:01] Biggest concern is defaults, but default rates and distress ratios remain below averages. [14:55] Credit shines across market cycles—positive performance every year since 1999. [16:51] Tight performance band and low volatility make credit an all-weather asset. [17:44] Investment discipline is key: big deal funnel + strict filters = consistent returns. [19:03] Four core criteria: top-tier sponsors, #1/#2 market leaders, recession-resistant sectors, strong capital structures. [21:01] Influences: WSJ daily, Poor Charlie's Almanack, Red Notice, industry reports.  [23:54] Thanks for tuning in—subscribe and keep smashing it.Connect with Nayef Here.Thanks for tuning in!Subscribe for more episodes on  iTunes & SpotifyGot feedback or questions? Email Alex at alex.rawlings@raw-selection.com. Until next time—keep smashing it!

In the second of our two-part series, we ask the Co-CEO of Hamilton Lane how they're  building an analytics engine that can serve both institutional and individual investors. 

In this episode, we break down Trump's proposed tariffs, their impact on global trade, and how markets are responding. We also explore Circle's IPO filing, stablecoin economics, distribution partner incentives, and whether stablecoins could disrupt traditional banking. The conversation wraps with insights into token launch strategy and timing. Thanks for tuning in! -- Resources Warp Speed w/ Hamilton Lane's Erik Hirsch: https://open.spotify.com/episode/0SXehDDyqPahTiECa81A3a?si=Zz3A7l5fTAi-CvGYPJkqnw&context=spotify%3Ashow%3A5mWMlenq9TcEZlgXey2qKY -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/ -- Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.  To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast -- Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation. Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X! -- Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you're an individual, fund, fintech, or institution, Morpho is for you. Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9 -- Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (1:32) Thoughts on Trump's Liberation Day (7:02) The Tariff Board (11:03) Ads (Namada & Marinade) (11:33) Markets React to Trump's Tariffs (24:17) Circle Files For an IPO (33:25) Ads (Namada & Marinade) (34:39) Thoughts on Circle's Business (42:40) Are Stablecoins Disruptive to Banks? (51:22) Ads (Desk & Morpho) (52:16) Could Circle Have Launched a Token? (57:04) When to Launch a Token -- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

Hamilton Lane's Co-CEO takes us inside the rapid buildout of private market infrastructure.

Erik Hirsch is Co-Chief Executive Officer of Hamilton Lane, where he is responsible for the firm's strategic direction and operations. The firm currently has over $900 billion in assets under management and supervision and is committed to driving meaningful change in private markets for the institutions and other clients that it serves. We start with discussing Erik's unconventional path into finance, starting from a government and philosophy background.  We hear about his journey that led him to this senior role at Hamilton Lane,  and the firms evolution from a consulting company into the diversified financials firm it is today. We also get fairly deep into our discussion of private markets and Erik emphasizes the importance of data in this new, more mature, phase of the private markets. Returning to the culture at Hamilton Lane, we discuss the importance of culture, collaboration, and data in decision-making as well as establishing cognitive diversity within the teams at the firm. In a discussion of governance and the various board roles that Erik has held and holds, he highlights the need for boards to understand their decision-making environment and have a clear North Star, believing in simplicity, getting people aligned and understanding of the goal.  These are, he believes, central to building a better organization.We cover the significance of self-awareness and mentorship in leadership. before rounding up the conversation on Hamilton Lane's culture, and how it is reflected in its humorous videos, showcasing a team-oriented, non-serious approach to finance.Thank you Eagle Point Credit and Benefit Street Partners for supporting this series! With over $12 billion of AUM, Eagle Point Credit Management is a premier investment firm focused on generating strong returns for its clients through sourcing, evaluating and executing investments in CLOs, Portfolio Debt Securities and other credit investments that it believes shave the potential to outperform their respective markets generally. Benefit Street Partners is a leading global alternative credit asset manager offering clients investment solutions across a broad range of complementary credit strategies, including direct lending, special situations, structured credit, high yield bonds, leveraged loans and commercial real estate debt and equity. As of December 31, 2024, BSP-Alcentra had $77 billion of assets under management.

In the inaugural episode of The Scott Show, host Scott Kitun welcomes his good friend and Founder of Republic, Kendrick Nguyen, to break some BIG news and to discuss the game-changing shift towards retail happening across private markets. Key Takeaways: → Republic's Major Announcement – A new partnership with Hamilton Lane, bringing institutional-grade private equity to retail investors via blockchain tokenization. → The Power of Private Equity – Unlike volatile public markets, private equity has outperformed 19 of the last 20 years. Retail investors now have access to previously exclusive assets. → Why Tokenization Matters – It enables greater accessibility, easier tracking, and future liquidity, potentially allowing private investments to trade more like public stocks. → Republic's Vision – To become the go-to platform for investing in private assets that power the world—whether infrastructure, AI, sports ownership, or alternative funds. → Scott and Kendrick dive into how the financial landscape is evolving, why retail investors have been historically locked out of high-performing assets, and what the future holds for tokenized investments and online private markets.

Welcome to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane, shares insights on infrastructure growth, key trends, and the 2025 outlook. Tune in for a deep dive into its role in PE. Breakdown:[00:00] Welcome to the Raw Selection Private Equity Podcast with host Alex Rawlings and guest Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane.[00:30] Brent shares his background in infrastructure investing and career journey.[01:22] How Brent's experience in real estate and industrial assets shaped his focus.[02:17] Brent's role in launching a real assets fund and joining Hamilton Lane.[03:06] Growing interest in infrastructure investments and Hamilton Lane's outlook for 2025.[03:59] Increasing allocations to private infrastructure in both private wealth and institutional sectors.[04:56] Infrastructure's role in AI, energy transition, and supply chain optimization.[05:48] Interest rate impacts on infrastructure investments and risk classifications.[07:10] Core plus and value-add infrastructure offsetting interest rate pressures through growth.[08:07] How secondary market pricing and asset valuation have adjusted.[09:29] Breaking down valuation trends in power, transportation, telecom, and environmental assets.[09:57] Data centers and renewable energy—hot sectors with valuation risks.[10:53] Renewable energy valuation trends and cautious investment approaches.[11:48] Stable valuation trends in other infrastructure sectors.[13:14] Political impact on infrastructure investing, including policy shifts in the US and UK.[14:11] Infrastructure growth drivers—data telecom and renewable energy.[15:09] Challenges in expanding data center capacity, including power and water constraints.[15:39] Role of renewable energy tax credits in US policy and investment strategy.[17:02] Historical renewable capacity growth under different US administrations.[18:27] Low likelihood of drastic policy changes affecting renewable energy investments.[20:18] Fundraising challenges and market dynamics in infrastructure.[21:20] Expectations for improved fundraising conditions in 2025.[22:43] How difficult fundraising conditions benefit co-investment strategies.[23:11] Brent's positive outlook for deal flow in 2025 and accountability joke.[23:39] Alex highlights Raw Selection's executive search services for private equity firms.[24:07] Hamilton Lane's evergreen funds expanding access to private infrastructure investments.[24:35] Benefits of infrastructure investments—income, appreciation, and diversification.[26:54] Brent shares his favorite books, podcasts, and influences.[27:21] Recommended business podcasts, including Dry Powder and In Good Company.[27:49] Interest in psychology and behavioral economics through Hidden Brain.[28:49] Books Brent is reading: Atomic Habits, The Comfort Crisis, and Empire of the Summer Moon.[30:41] A mix of professional and entertainment reading for learning and growth.[31:08] How to connect with Brent on LinkedIn for further discussions.[32:02] Closing remarks and thanks to listeners of The Private Equity Podcast. Thanks for listening! Connect with Brent Burnett hereSubscribe on iTunes or Spotify. For questions, email alex.rawlings@raw-selection.com.  

No development has impacted the private equity market over the past year like the rise of semi-liquid and evergreen funds. Semi-liquid/evergreen funds are similar to mutual funds in that investors can buy in one day, sell another day and access a seeded portfolio from the moment capital is invested. GPs seemed to launch some kind of semi-liquid fund on a weekly basis last year, with ICG, Pantheon, Coller Capital and Ardian being examples of firms that launched or said they would launch such vehicles last year. In this episode, we sit down with Richard Hope, co-head of investments at global asset manager Hamilton Lane, to discuss semi-liquid funds and why they're one of the hottest topics in private markets.

Invesco's Kristina Hooper and Hennion & Walsh's Kevin Mahn join to discuss the market. TIAA's Neel Mukherjee breaks down the U.S. vs. global investing landscape — and why he still prefers the U.S.  Taylor Morrison CEO Sheryl Palmer weighs in on homebuilders and the recent spate of weak data. Plus, Hamilton Lane Co-CEO Erik Hirsch on private markets and IPOs. Earnings from Zoom, Diamondback Energy and Cleveland-Cliffs. 

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Erika Olson joining Meketa as Director of Public Markets Manager Research and Ken Mathieson moving to US Capital Wealth Advisors. In RIA/FA M&A, Wells Fargo recruits the $1.6B Broadleaf Wealth Management Group from UBS, Sanctuary Wealth adds $200M NewSpring Wealth Partners, and Bryn Mawr Trust expands with a four-member team from Truist. Institutional updates feature pension fund searches and commitments, including San Francisco Employees Retirement System and Teacher Retirement System of Texas. Fundraising highlights include Longshore Capital closing Fund II at $325M and Hamilton Lane surpassing its target with a $615.3M venture fund. Tune in for the latest in institutional and intermediary fundraising!

Synopsis: In this episode of Biotech 2050, host Alok Tayi explores the world of biotech venture capital with Narayan Chowdhury, Co-Founder of Franklin Park. As a key player in funding the next wave of biotech breakthroughs, Narayan shares how limited partners (LPs) navigate risk, identify high-potential biotech funds, and decide where to allocate billions in capital. Discover why biotech investing is different from tech VC, the growing role of AI in drug development, and how emerging biotech hubs are shaping the future of innovation. Whether you're a founder, investor, or just biotech-curious, this episode unveils the strategies, challenges, and untapped opportunities that fuel the industry. Biography: At Franklin Park, Narayan is responsible for the analysis and evaluation of private equity investment opportunities, monitoring clients' portfolios and conducting industry research. He is also involved in the development and implementation of Franklin Park's technology platform, and regularly interacts with clients on investment and portfolio matters. Prior to Franklin Park, Narayan worked with Hamilton Lane and Public Financial Management. He is a CFA Charterholder and a member of the CFA Institute. Narayan received a B.A. in Mathematics and Economics from Bucknell University.

Erik Hirsch, co-CEO of alternative investment management house Hamilton Lane, on getting Americans across generations to better save, invest and diversify -- as sobering demographic and market realities take hold.

Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including tokenized private credit, data reporting, and institutional DeFi access. This week Jason Barraza had the opportunity to host Edwin Mata from Brickken on their recent $2.5M raise and expansion of services for SME and institutional tokenization. They also dive into AI agents in tokenization and Edwin's prediction on where the RWA market cap will be by the end of 2025.   Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Read STM's Global Tokenized Real Estate Market Guide 2024: https://docsend.com/view/rrfjz7zxzqb9na2q  Read the December 2024 RWA Securities Market Update: https://docsend.com/view/6vf42wm8quhnttuv    Company of the Week - Herwig: Tradable Company of the Week - Kyle: Sygnum    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Nico: https://www.linkedin.com/in/nicopantelis/  Jason: https://www.linkedin.com/in/jasonbarraza/  Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/@stmtvofficial    The Market Movements   Hamilton Lane to Offer Retail Access via Republic: https://www.hamiltonlane.com/en-us/news/hamilton-lane-expands-access-to-retail-investors   New Unicorn: Sygnum Bank via $58M Raise: https://www.ledgerinsights.com/digital-asset-bank-sygnum-raises-58m-at-valuation-of-1bn/   Tradable Tokenizes $1.7B in Private Credit: https://cointelegraph.com/news/tradable-1-7-billion-private-credit-onchain   Liquidise Launches Private Company Tokenization on Redbelly Network: https://liquidise.com/news-post/liquidise-launches-asset-tokenisation-solution-on-the-redbelly-network/   IX Swap Taps Into Almost 200M Users Via Line: https://www.ixswap.io/news/ix-swap-unlocks-rwa-tokens-for-196m-line-app-users   IX Swap Waves Goodbye to the Astronaut and Introduces New Logo   Brickken Completes $2.5M Raise: https://cointelegraph.com/news/brickken-rwa-platform-2-5-m-22-5-m-valuation   The Token Debrief   NUS Tokenizes Green Bond Reporting on Northern Trust's Matrix Zenith: https://www.northerntrust.com/united-states/pr/2025/nus-pilots-first-in-market-green-bond-reporting-tokenisation-initiative-with-northern-trust-and-uob   Tykhe Capital's Pioneer Platform Tokenizes USD Money Market Fund: https://www.media-outreach.com/news/hong-kong/2025/01/15/355931/pioneer-under-tykhe-capital-launches-hong-kongs-first-tokenized-usd-money-market-fund/   Scintilla and Verseprop Partner for Real Estate Tokenization: https://www.zawya.com/en/press-release/companies-news/scintilla-and-verseprop-announce-strategic-collaboration-to-revolutionize-real-estate-tokenization-qpf34b6a BTguru and Chainlink to Tokenize Turkey-Regulated Institutional Assets: https://crypto.news/btguru-and-chainlink-team-up-to-advance-tokenization-in-turkey/   Plume and Elixir Partner to Provide DeFi Access to Institutions: https://www.prnewswire.com/news-releases/plume-and-elixir-launch-first-institutional-rails-into-rwafi-using-tokenized-real-world-assets-from-blackrock-and-hamilton-lane-302353379.html     = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction 2:22 Market Movements 13:37 STS Interviews: Brickken 25:54 Token Debrief 36:34 RWA Foundation Weekly Update 38:02 Companies of The Week: Tradable and Sygnum

Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin, and Nico Pantelis cover the industry leading headlines and market movements, including how we've crossed $50B in market cap and even some predictions!   This week Jason Barraza had the opportunity to host Gabriel Sadoun from DigiShares on their new “DigiShares Launch” Platform and how they're making tokenization easier, faster, and cheaper for issuers worldwide.   Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Read STM's Global Tokenized Real Estate Market Guide 2024: https://docsend.com/view/rrfjz7zxzqb9na2q  Read the RWA Securities Market Update: https://docsend.com/view/7k8mr83xsgyt57yh  The Market Movements MANTRA and DAMAC Partner to Tokenized $1B Worth of Real Estate: https://www.coindesk.com/business/2025/01/09/mantra-blockchain-to-tokenize-1-b-of-real-world-assets-for-uae-based-property-firm-damac   Coinbase Explores Tokenizing Their Public Stock: https://beincrypto.com/coinbase-considers-coin-tokenization-on-base/   OCBC Launches Customizable Corporate Bonds: https://www.finews.asia/finance/42567-ocbc-bespoke-tokenized-bonds-global-markets-singapore   Dusk Mainnet Launches After 6 Years with Transaction Confidentiality in Mind: https://www.coinspeaker.com/dusk-mainnet-goes-live-after-6-years-bringing-privacy-first-rwa-tokenization/   Bitfinex Derivates Acquires DASP License in El Salvador, Moves Headquarters: https://www.tradingview.com/news/cointelegraph:a3e404078094b:0-bitfinex-derivatives-to-move-to-el-salvador-after-securing-local-crypto-license/   Ditobanx to Tokenize $300M Worth of Assets in El Salvador with Tokeny: https://tokeny.com/tokeny-and-ditobanx-partner-to-transform-el-salvador-into-a-tokenization-leader/   The Token Debrief STM on CoinDesk: Minimum 10X Growth From Current $50B Market Cap & What to Look For in 2025: https://www.coindesk.com/coindesk-indices/2025/01/08/what-2025-holds-for-tokenized-real-world-assets   Elixir Enables DeFi Access for Hamilton Lane's Tokenized SCOPE Fund through deUSD: https://crypto.news/elixir-unlocks-defi-for-hamilton-lanes-scope-fund-via-deusd/   Morpho Integrates Superstate's $USCC Crypto Carry Fund as Collateral Option for Steakhouse USDC RWA Vault: https://www.linkedin.com/posts/superstate_our-crypto-carry-fund-uscc-is-now-live-on-activity-7282072010090770432-hsVY?utm_source=share&utm_medium=member_desktop Michael McCluskey Appointed as New CEO at Sologenic: https://www.globenewswire.com/news-release/2025/01/07/3005653/0/en/Sologenic-Appoints-Michael-McCluskey-as-CEO-to-Lead-Innovation-in-Tokenization-DeFi.html   Hong Kong Launches Bank Incubator, Focuses on Tokenized Deposits: https://www.ledgerinsights.com/hong-kong-launches-dlt-incubator-for-banks/   Raredex Tokenizes Rare Earth Metals on Arbitrum: https://www.panewslab.com/en/articledetails/um83mcmf.html   Standard Chartered Launches Custody for Digital Assets in Luxembourg under MiCA: https://www.ledgerinsights.com/standard-chartered-sets-up-digital-asset-custody-in-luxembourg/   Plume and PinLink to Tokenize DePIN for RWAs: https://www.cryptoglobe.com/latest/2025/01/plume-and-pinlink-join-forces-to-target-30t-rwa-tokenization-opportunity/   FDIC Issued “Pause” Letters to USDF Consortium and Other Banks: https://www.ledgerinsights.com/fdic-publishes-crypto-pause-letters-including-usdf-consortium/   = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction 1:13 Market Movements 15:30 STS Interviews: DigiShares 23:25 Token Debrief 43:46 RWA Foundation Weekly Update 45:54 Companies of The Year 2024

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi with special guest Carlos Domingo, Founder and CEO of Securitize. Listen in as they discuss Carlos' background and journey into the space, his experience launching SPiCE VC in 2017, the conversations he's had over the years with traditional financial giants like BlackRock and Hamilton Lane and how those discussions have evolved, Securitize's process compared to its peers over the past few cycles, the bifurcation idea that has emerged among DeFi protocols in the past year, the real utility that RWAs bring to the table, whether Securitize might launch its own layer two, what's next for the growth of the RWA market, and more.

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 Notes00:00 Introduction: Setting the Stage00:17 Early Days in the Evergreen Space00:33 Stephanie's Journey into Private Wealth00:40 From Merrill Lynch to Hamilton Lane01:15 The Evolution of Alternative Investments02:09 Success in Early Evergreen Structures02:23 Challenges and Innovations in Distribution03:01 Nick's Perspective on the Evergreen Space03:20 Hamilton Lane's Thought Leadership03:50 The Importance of Private Companies04:29 The Evolution of Evergreen Funds05:11 Optimal Structures for Evergreen Funds05:35 Target Audience and Distribution Strategies06:25 Commitment to Evergreen Structures06:50 Multi-Manager Approach and Diversification07:18 Adoption of Private Capital by Advisors07:49 The Role of Private Equity in Evergreen Funds08:50 The Importance of Fee Efficiency09:45 Educating Investors on Evergreen Structures15:00 The Power of Compounding in Evergreen Funds16:02 Institutional Interest in Evergreen Funds21:54 The Role of Liquidity in Evergreen Investments22:28 Educating Advisors and Clients25:48 Challenges in Advisor Education28:14 Allocation Strategies for Evergreen Funds31:22 The Future of Evergreen Structures31:36 3.0 in the Evergreen Space34:07 Manager Selection in Private Markets35:18 The Evolving Relationship of Public and Private Markets36:03 Closing Thoughts and Key Takeaways36:33 Disclaimer and Informational Purposes

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 second episode of the series as Nick and I talk with KKR's Doug Krupa.Show Notes00:23 Doug's Background in Private Markets01:18 Early Career as a Financial Advisor01:55 Understanding Overfunded Pensions02:47 Focus on Making Private Markets Accessible03:12 Building Innovative Solutions at KKR03:25 Evolution of Wealth and Asset Management03:55 Challenges in Private Markets05:05 Partnering with KKR05:55 KKR's Commitment to the Wealth Channel06:04 Innovations in Fund Structures06:59 The Conglomerate Model07:15 KKR's Approach to Wealth Channel07:46 Expanding Access to Private Markets08:34 Delivering the Same Investment Experience09:36 Maslow's Hierarchy of Needs for Wealth Channel09:59 Legislation and Access to Private Markets12:56 Evergreen Structures vs. Conglomerate Model17:37 Investor Behavior in Evergreen Structures18:12 Adoption of Evergreen Strategies21:24 Educating the Industry on Evergreen22:55 The Shift from Public to Private Markets24:00 KKR's Educational Initiatives26:06 Rebranding Alternatives as Private Markets28:53 Partnerships and Hybrid Solutions29:04 Market Structure Evolutions31:11 Future of Private Markets32:32 Dominant Players in Private Markets34:18 Rapid Adoption of Evergreen Strategies34:59 Disruption in the Industry35:18 Final Thoughts on Private Markets38:58 Closing Remarks39:06 Disclaimer and Legal Information40:55 Copyright Information

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 Notes00:19 Welcome and Guest Introduction00:39 Vista's Founding and Early Days02:05 Vista's Growth and Achievements03:11 Dan's Background and Role at Vista04:07 Enterprise Software Investment Thesis05:11 The Resilience of Enterprise Software07:11 The Private Market Advantage07:25 Constructing Portfolios for Wealth Channels08:13 The Shift from Public to Private Markets09:52 Evergreen Funds and Their Benefits11:06 Evergreen Strategies in Software Investing12:01 Advantages of Evergreen Structures13:09 The Role of Private Equity in Evergreen Funds13:17 Private Companies Staying Private Longer 19:25 Vista's Approach to Different Company Sizes20:28 Growth vs. Yield in Evergreen Strategies21:11 The Importance of Scale in Evergreen Funds24:24 Challenges of Managing Evergreen Structures26:12 The Discipline of Manager Selection28:41 Educating Investors on Evergreen Structures30:08 Omnichannel Education Strategies31:04 Product-Specific Education32:00 Understanding Liquidity in Evergreen Funds33:37 Structuring Liquidity Parameters36:17 The Future of Evergreen Strategies39:45 Closing Remarks and Final Thoughts40:17 Legal & Compliance Information

Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor's business, innovations and trends, and much more.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, including Pathstone naming Eddie Brown as Chief Growth Officer and Hamilton Lane bolstering its direct equity and impact investment teams with multiple key hires. CAPTRUST has acquired Boston Financial Management, adding $5B in client assets, while Raymond James expands in Ohio, bringing on teams managing $1.8B in client assets. Institutional updates include a planned private equity manager search from the City of Hartford Municipal Employees' Retirement Fund, major commitments from CPP Investments, and CalPERS allocating significant capital across private equity, private credit, and infrastructure strategies. Fundraising news highlights Pender Ventures closing its second venture fund at $100M and Pantheon launching two evergreen funds targeting secondaries in private credit and equity markets. Tune in for the latest insights in institutional and wealth management news!

Join host Stewart Foley on the InsuranceAUM.com Podcast as we dive into the intricacies of private asset portfolio construction with insights from Bryan Jenkins and Eric Solfisburg of Hamilton Lane. This episode explores how a strategic approach to portfolio construction—focusing on factors like asset allocation, investment pacing, and liquidity management—can enhance outcomes for insurance investors. With over three decades in private markets, Hamilton Lane shares its expertise on balancing return and risk while managing the challenges of data and transparency that are unique to this asset class.   The conversation also covers the vital considerations around data and analytics, industry exposure, and the often-overlooked factor of asset location for insurers. Jenkins and Solfisburg emphasize the importance of a consistent, disciplined approach to private asset allocation, discussing tools and techniques Hamilton Lane uses to support sophisticated portfolio strategies. For insurers navigating private markets, this episode offers a valuable guide to constructing resilient, well-diversified portfolios that align with insurance-specific risk management needs.

Women are still underrepresented across private markets, while reaching senior positions remains particularly challenging. In light of this, we decided to take a deep dive into how mentoring can serve as a tool for success and empower women working in the industry. Last week, PEI Group revealed its annual Women of Influence in Private Markets list 2024, which this year celebrates 42 inspiring women working in alternatives. For the first episode in this two-part miniseries, we spoke to some of the women featured in the list to discuss the keys to mentoring success. In this episode, Patricia Miller Zollar, a managing director at Neuberger Berman; Rosalind Smith-Maxwell, a director at Quinbrook Infrastructure Partners; and Jackie Rantanen, head of investor solutions at Hamilton Lane, discuss their personal mentoring experiences and explore how well the industry is doing in supporting up and coming talent. Read more about this year's Women of Influence in Private Markets list here.

Stocks slid lower in afternoon trading, with energy the only positive sector on the day. Niles Investment Management Founder Dan Niles breaks down where he is positioning, why he likes Meta right now and what to do with your money. Erik Hirsch, Hamilton Lane Co-CEO, has AUM of nearly $1T. Hear his bull cases for infrastructure in private credit and tokenization. Plus, Charles Schwab's Head Trading & Derivatives Strategist Joe Mazzola on where clients are buying and selling the most right now. 

Welcome back to The Private Equity Podcast by Raw Selection! Alex is joined by Drew Schardt, Vice Chairman and Global Head of Investment Strategy at Hamilton Lane. Drew brings over 17 years of experience at the firm, sharing valuable insights into the current state of private equity, how the market is evolving, and what's in store for the rest of 2024. He dives into the importance of using data and technology to make informed investment decisions, and how Hamilton Lane is preparing for upcoming opportunities in sectors like healthcare, industrials, and private credit.Breakdown: [00:00] Introduction to Drew Schardt, Vice Chairman and Global Head of Investment Strategy at Hamilton Lane.[00:45] Overview of Drew's role at Hamilton Lane and his background in private equity.[02:09] Key mistake private equity firms make: not acting quickly enough on management changes.[03:06] Importance of transparency and using real-time data for better investment decisions.[04:32] Role of technology and data platforms in improving decision-making in private equity.[05:59] Private equity's recovery after global downturns.[06:42] Lower leverage levels compared to the global financial crisis.[07:37] How private equity evolved with stronger financial resilience and broader acceptance.[09:00] Soft landing vs. recession risks in the economic outlook.[09:58] Emerging deal flow and closing the buyer-seller price gap.[10:56] Impact of global monetary policy on deal-making.[12:09] Stabilized purchase price multiples aiding deal flow.[12:53] Increased exit activity and liquidity in private equity markets.[13:51] Robust deal flow and exits expected in the second half of 2024.[15:50] How interest rate policies influence pricing and deal-making.[16:17] Stabilized purchase price multiples across industries.[17:11] Historical trends showing Q4 as the busiest for deal activity.[17:40] Managing investment risk through asset selection.[18:39] Drew's approach to portfolio diversification and risk management.[19:43] Key sectors of interest for Hamilton Lane, including healthcare and industrials.[20:39] Importance of having multiple levers in value creation strategies.[21:50] Emerging opportunities in private credit, infrastructure, and secondaries.[24:33] Focus on defensive sectors like healthcare and industrials.[26:10] How Hamilton Lane is preparing to capitalize on market opportunities.[31:27] Focus sectors for Hamilton Lane: clinical research, supply chains, and logistics.[33:05] Supply chain automation as an investment area.[34:17] Sector-specific investment strategies for Hamilton Lane.[35:40] How technology is increasing transparency and attracting new investors.[37:09] Drew's reading recommendations: "Radical Candor" by Kim Scott and works by Malcolm Gladwell.[40:00] Closing remarks from Alex.You can connect with Drew Schardt on LinkedIn by visiting his profile here. To be added to the book waitlist, you can email alex.offer@raw-selection.comThank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über Chinas Konjunkturpaket, Donald Trumps Attacke auf die deutschen Autobauer und die Monopolklage gegen Visa. Außerdem geht es um Nvidia, Estée Lauder, LVMH, Kering BMW, Volkswagen, Mercedes, Porsche, Commerzbank, Mastercard, Alibaba, JD.com, BYD, NIO, ishares Core S&P 500 ETF (WKN: A0YEDG), SPDR S&P U.S. Utilities Select Sector ETF (WKN: A14QB6), NextEra Energy, The Southern, L&G E-Commerce Logistics ETF (WKN: A2H5GL), Walmart, Alibaba, eBay, DHL, Kühne&Nagel, DSV, FedEx, Duke Energy, Constellation Energy, L&G Russell 2000 US Small Cap Quality ETF (WKN: A0Q8H2), Hamilton Lane, Hims&Hers Health, Abercrombie&Fitch, HAN-GINS Tech Megatrend ETF (WKN: A2JR0J), TeraWulf, Snap, Grindr, Nvidia, Dell, Invesco NASDAQ Biotech ETF (WKN: A12CCJ), Vertex, Moderna, Biomarin, Illumina, EUWAX Gold II ETC (WKN: EWG2LD) und iShares Core MSCI EM IMI ETF (WKN: A2JDYF). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Scott is a Managing Director and Co-Head of Real Estate on the Real Assets Investment team where he is responsible for the evaluation and due diligence of private real estate investment opportunities. He is a member of the Real Assets Investment Committee. From 2011 until joining Hamilton Lane in 2017, Scott was a Senior Consultant with Real Asset Portfolio Management LLC focused primarily on the Firm's real estate investment initiatives with secondary support on other asset classes. Previously, Scott worked in San Diego, California for two private investment firms where he focused on acquiring and trading commercial real estate whole loans and real estate as well as leading underwriting efforts for acquisition of commercial and residential real estate and debt opportunities.Links:Hamilton Lane - https://www.hamiltonlane.com/en-usScott on LinkedIn - https://www.linkedin.com/in/scott-davies-06ab503/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:05) - Scott's background and career(00:15:22) - What is Hamilton-Lane's footprint today?(00:18:48) - Bringing the best ideas to clients(00:20:50) - Why haven't people heard of HL?(00:22:28) - What are the table stakes for an exceptional investment manager?(00:28:49) - Does HL have its own discretionary investment vehicle?(00:30:32) - What are you seeing in terms of investor appetite?(00:31:50) - How do you work with investment managers?(00:33:41) - How are you looking at the performance track records in the post-ZIRP era?(00:38:10) - How do you think about operational due diligence?(00:41:00) - What are you seeing in the market today?(00:48:29) - Has the private wealth side of Hamilton Lane crossed over into real assets?(00:50:03) - What do you want to see more in your flow?

Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including how Coinbase Asset Management is entering the tokenization race. Company of the Week - Herwig: Libre: https://www.librecapital.com/  Company of the Week - Kyle: Coinbase Asset Management: https://www.cbassetmgmt.com/   = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/@stmtvofficial  The Market Movements 1. Coinbase Asset Management Rumored to Join Money Market Fund Race: https://www.coindesk.com/business/2024/07/24/coinbase-asset-management-plans-tokenized-money-market-fund-a-hot-area-after-blackrocks-buidl-success-sources/  2. Superstate Launches 2nd Product: Crypto Carry Fund (USCC): https://superstate.co/blog/introducing-superstate-crypto-carry-fund-uscc  3. Libre Expansion Brings 3 Funds to Solana: BlackRock, Hamilton Lane, and Brevan Howard: https://www.coindesk.com/business/2024/07/23/solana-sees-arrival-of-nomura-brevan-howard-affiliated-tokenization-firm-libre/  4. Top Italian Banks Participate in €25M ECB-Issued Tokenized Bond Trial on Polygon: https://www.coindesk.com/business/2024/07/18/italys-top-banks-participate-in-25m-digital-bond-issuance-on-polygon-in-ecb-trial/  5. Etherfuse Raises $3M to Tokenize Bonds in Mexico: https://www.theblock.co/post/306490/tokenization-platform-etherfuse-funding-valuation  The Token Debrief 1. BNP Paribas Issues First Eurozone Sovereign Digital Bond for Slovenia 2. BlocHome Issues €4M Real Estate Offering via Black Manta; 75% Filled 3. Coach K Gaming Portfolio ($CKGP) Raises $500K on IX Swap 4. Schroders Capital and Hannover Re Tokenize Reinsurance in Pilot 5. BlackRock's BUIDL Fund Applies for Ethena Reserves Allocation 6. Polytrade to Support Centrifuge Base-Issued Lending Pools 7. Mountain Protocol Receives Class F License from Bermuda Monetary Authority 8. RACE Launches L2 Blockchain on OP Stack for RWA Tokenization 9. Ownera to Offer Canton Network Assets via Tokenization Routers 10. Chintai Expands to US Markets via Partnership with Allo 11. INX and Republic Reaffirm Primary and Secondary Market Partnership  = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com ⏰ TABLE OF CONTENTS ⏰ • 0:16 Introduction • 1:18 The Market Movements • 19:09 The Token Debrief • 22:38 Companies of The Week: Libre and Coinbase Asset Management

In this comprehensive episode, we delve into the latest developments, from the impact of ETH and BTC ETFs to significant political shifts and long-term catalysts. Our expert panel, including David, Greg, and David Han, provides in-depth analyses and insights into the forces shaping the future of digital assets.(2:08) ETH and BTC ETF Updates:ETH ETFs Performance: David and Greg discuss the trading volume of ETH ETFs so far, the 10% drop in ETHE, and the implications of moving ETHE to mini ETH. They also cover issuer fees and Bitwise's disclosure of ENS addresses for spot Ethereum ETF holdings.(7: 05) BTC ETF Inflows: Greg highlights the significant inflows into BTC ETFs, with IBIT receiving $526 million yesterday alone.(10:58) Political Landscape and Predictions:Biden Drops Out: Our panel discusses the implications of Biden dropping out of the race, Kamala Harris stepping in, and current prediction market trends showing 64% for Trump (down from 70%) and 33% for Kamala.Fairshake Super PAC: Explore how the pro-crypto group Fairshake has become the largest super PAC of the election cycle, raising over $200 million.Trump at Bitcoin 2024: Speculation around Trump's potential announcement to add Bitcoin to US reserves during his speech at Bitcoin 2024 on July 27th.(20:09) Long-Term Crypto Catalysts:(20:20) Mt Gox Distributions: Greg and David Duong discuss the upcoming ~$3 billion distribution in kind from Mt Gox and its potential market impact.(21:30) FTX Claims Trading: An update on FTX claims trading ~$1.20, the unclear timeline, and hedge funds accumulating positions, now totaling $400 million.Market Flows and Volumes:Funding and Futures Update: Greg provides insights into general market flows, volumes, and the latest updates on funding and futures.(23:55) Real World Asset Developments:Private Credit Fund: David Han covers Hamilton Lane's launch of a $920.7 billion private credit fund on Solana and Ethereum, highlighting the integration of real-world assets into blockchain platforms.(25:55) Onchain Activity:Solana vs. Ethereum DEX Volumes: David Han reports that Solana DEX volumes have recently surpassed Ethereum DEX volumes on a monthly basis.Pump.fun Revenue: Recap of Pump.fun generating $1 million in daily revenue, surpassing MakerDAO.Memecoin Volumes: Analysis of memecoin volumes being more "sticky" than anticipated.This episode offers a thorough exploration of the latest trends, political developments, and long-term catalysts in the cryptocurrency market. Whether you're an investor, a crypto enthusiast, or simply curious about the evolving financial landscape, this discussion provides valuable insights into the strategic movements shaping the future of digital assets.Subscribe and stay informed: Don't miss out on our continued deep dives into cryptocurrency trends, market dynamics, and pivotal developments influencing the global markets.Host:Ben Floyd, Head of Execution ServicesPanelists:David Duong, Head of Institutional ResearchGreg Sutton, Senior CES TraderDavid Han, Research Analyst

Welcome back to the Alt Goes Mainstream podcast.Today's episode features a masterclass in private markets from a guest who has seen it all.Jim Strang is a deeply experienced private equity professional who has been part of the industry as a GP, LP, investor, consultant, and now a teacher, board member, and advisor to a number of firms.I'd probably have to spend a good few pages going through everything that Jim has done and is currently doing in private markets. He's a practitioner and a teacher, an expert and an operator. After an illustrious career that was punctuated as Chairman EMEA of Hamilton Lane, one of the largest LPs in private markets globally, he now serves in a number of board and advisor roles, which include Chairman of the Board at HgCapital Trust plc, Senior Advisor to CVC Capital Partners, Advisor at Bain & Company, and Director at Pictet Alternative Advisors.Jim and I had a fascinating conversation about the evolution of private markets and what the future holds for large and small funds alike, as well as LPs. We discussed:The step function changes that take private markets from $15T to $30T of AUM.Why traditional asset managers may struggle to replicate the capabilities of alternative asset managers in private markets.The importance of partnerships having a clear ambition and alignment if they want to build a scaled platform.The challenges that managers in the middle face as large platforms and specialist managers are the differentiated firms in the eyes of LPs.Why GPs need to find innovative solutions to address the needs of different types of investors.Why building a strong brand is crucial to success in the wealth channel.Thanks Jim for coming on the show to share your wisdom and experience on private markets.This episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message02:06 Podcast Theme Song02:44 Guest Introduction: Jim Strang02:52 Jim Strang's Career Overview05:35 State of Private Markets: Challenges and Opportunities08:04 Fundraising Dynamics in Private Equity11:25 European Private Equity: Evolution and Insights15:01 Scaling Challenges and Ambitions in Private Equity25:41 Technology and Innovation in Private Equity32:47 Challenges in Organizational Analysis33:56 Psychological Assessments in Investment Decisions35:48 Effective Questioning Techniques for LPs36:29 Transparency and Culture in Investment Firms37:34 Evolution of Asset Management38:41 Public vs. Private Asset Managers40:27 Generational Shifts in Private Equity Firms44:12 Growth and Democratization of Private Markets48:40 Liquidity Challenges in Private Markets54:45 Quick Fire Round: Insights on Private Markets01:00:10 Entertainment Investments: Music Royalties and Sports01:04:02 Conclusion and Final Thoughts

Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including how Securitize is crowning itself as the top dog of RWAs! This week Jason Barraza had a chance to sit down with Jesse Knutson, Head of Operations at Bitfinex Securities on their work in El Salvador & recent issuances and Fernando Ors, Chairman at Reental covering their position in the market and recent capital raise campaign on Republic. Herwig Konings also hosted Remy Jacobson, Co-CEO of RealT on their recent $REG token genesis drop and ecosystem overview.   Company of the Week - Herwig: Securitize: https://securitize.io/  Company of the Week - Kyle: Backed: https://backed.fi/     = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Jason: https://www.linkedin.com/in/jasonbarraza/  Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/c/securitytokenmarket    All articles that were discussed were sourced from https://STOmarket.com/news     The Market Movements   BlackRock's BUIDL Surpasses BENJI in AUM: https://www.coindesk.com/markets/2024/04/30/blackrocks-buidl-becomes-largest-tokenized-treasury-fund-hitting-375m-toppling-franklin-templetons/   Securitize Raises $47M from BlackRock, Hamilton Lane, and Others: https://www.prnewswire.com/news-releases/securitize-announces-47-million-strategic-funding-round-led-by-blackrock-302133075.html   Backed Raises $9.5M from Gnosis, Blockchain Founders Fund, and others: https://www.coindesk.com/business/2024/04/30/tokenized-asset-issuer-backed-raises-95m-as-cryptos-rwa-race-heats-up/ Quincy, Mass. Taps into JPMorgan for $10M Muni Bond: https://news.bloomberglaw.com/crypto/jpmorgan-sells-first-of-its-kind-muni-bond-deal-via-blockchain   Untangled Launches $6M Private Credit Pool on Celo: https://www.coindesk.com/business/2024/05/02/tokenized-private-credit-platform-untangled-opens-its-first-usdc-lending-pool-on-celo/ = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction 1:34 STS Interviews: Bitfinex Securities 9:00 The Market Movements 19:44 STS Interviews: Rental 31:27 STS Interviews: RealT 35:28 Companies of The Week: Securitize, Backed

Stocks gave up early gains and the major averages closed lower with the Dow posting its largest intraday swing since March 2023. 3Fourteen Research founder Warren Pies and The Bahnsen Group's David Bahnsen break down the market action while Hamilton Lane co-CEO Erik Hirsch on how private markets are reacting to the geopolitical turmoil. T. Rowe Price's Dom Rizzo on top tech picks while Richard Haass talks Israel's potential next moves. 

Welcome back to the Alt Goes Mainstream podcast.Today's episode takes us into the world of technology with an expert in private markets tech.Griff Norville is a Managing Director and Head of Technology Solutions at Hamilton Lane, the $903B AUM (*Inclusive of $120.2B in discretionary assets under management and $782.9B in non-discretionary assets under management, as of December 31, 2023) global alternative asset manager. Griff leads the firm's tech-enabled analytics, forecasting, and investment diligence platform, Cobalt LPTM and related portfolio reporting services, and co-heads the firm's Technology Committee.Griff focuses on building proprietary tools and strategically partnering or investing into private markets fintech companies as part of the firm's efforts to drive digital transformation within the industry. Griff also leverages his background on the investment side to help inform how he thinks about technology transformation within private markets. He previously co-led Hamilton Lane's research team, where he was responsible for leveraging data to assess market trends and advice clients on investment and portfolio construction strategy.Griff and I had a fascinating conversation about the evolution of private markets technology and why it's an exciting time for innovation in the space. We discussed:How private markets are moving from the Stone Age and Excel age to the digital age.Why most GPs are still underinvested in technology.How Griff approaches the build, buy, invest question.Why Cobalt was so foundational to Hamilton Lane's work in private markets.How technology innovation has driven product innovation when working with the wealth channel.What comes next for technology in private markets.Thanks Griff for coming on the show to share your thoughts and wisdom on how technology is impacting private markets and for the work you're doing to invest in technology that's transforming the space.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News News International Economics & Policy Correspondent Michael McKee and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey break down the minutes of the March 19-20 FOMC meeting and they share their thoughts on Wednesday's US CPI data. Hartley Rogers, Executive Co-Chairman at Hamilton Lane, discusses investing in private markets. Bloomberg News US Airlines Reporter Mary Schlangenstein talks about Delta's outlook topping estimates thanks to a revival in business travel. And we Drive to the Close with Penny Pennington, CEO at Edward Jones. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

In this Rainmaker Podcast episode, Gui Costin and Steve Brennan, from Hamilton Lane, delve into the evolving dynamics of sales within the investment management industry, focusing particularly on the private markets sector. Steve shares his extensive journey, starting in the operations department at the Bank of New York, progressing through relationship management at Goldman Sachs, and eventually leading Hamilton Lane's global private wealth solutions. His insights into the transition from institutional to private wealth clients highlight the nuanced approach required in sales strategies, emphasizing the importance of education and understanding client needs.Steve discusses the critical aspects of building a successful sales team, including the importance of recruitment, training, and retention, focusing on the significance of product and market knowledge. The conversation also explores the strategic direction of Hamilton Lane, particularly the firm's efforts to introduce private market solutions to the private wealth sector. Steve points out the challenges and opportunities this expansion presents, including the need to adapt sales approaches to meet the sophisticated demands of private wealth clients.Furthermore, Steve emphasizes the growing importance of technology and digital platforms in sales strategies, suggesting that innovation, coupled with traditional relationship-building, will be key to future success in the industry. The episode provides a comprehensive look at the sales landscape in investment management, offering valuable lessons for professionals seeking to navigate the complexities of selling investment solutions, especially in the private markets.Listeners are given a rare glimpse into the strategic thinking behind Hamilton Lane's success in engaging both institutional and private wealth clients, underscored by Steve's belief in the power of education, tailored sales strategies, and the art of relationship building. The discussion serves as a testament to the evolving nature of sales in the investment management sector, highlighting the need for adaptability, strategic foresight, and a deep understanding of client needs.

Matt Pellini, Managing Director at Hamilton Lane, joins Olga Serhiyevich on this episode. Highlights:- Matt says the secondaries market has grown over 5x from 15 years ago to now.- Selling in the secondary market used to be a sign of distress but is no longer. There are many different reasons for doing so and it's mostly a sign of a manager being more active in the overall management of the fund.- Secondaries, in contrast to other asset classes in the private markets, are typically lower risk, shorter duration, and are more IRR-focused.- It's key for LPs to understand the motivations behind a GP's intentions to engage in secondaries transactions. There are very good reasons for doing so but transparency is key.- AI is in vogue but technology is only as good as the data that it's using. The most sophisticated data analysis is not going to give a firm much of an edge if it's using incorrect data or publicly available data.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane's path to developing private wealth strategies.  Steve focuses on: The benefits of private … Read More Read More

A year of rising interest rates and slower growth has proved challenging for the global PE industry. Yet, notwithstanding a decline in fundraising and dealmaking over the past year, how are resilient managers overcoming today's challenges and setting themselves up for success during 2024? In this special episode of Committed Capital, private capital and PE leaders from Hamilton Lane, Tikehau Capital, Capital Square Partners and Court Square Capital Partners offer their perspectives on the key findings from Dechert and Mergermarket's 2024 Global Private Equity Outlook report, including the rise of GP-stake divestitures and take-privates, the continued growth of the private credit market, the appetite for GP-led secondaries and continuation vehicles, the impact of rising regulatory scrutiny, the upsurge of democratization and more. 

Drop 1: FOX Verify on Polygonhttps://polygon.technology/blog/fox-corporation-taps-polygon-pos-to-power-verify-an-open-protocol-for-content-and-image-verificationDrop 2: Arbitrum feeshttps://twitter.com/arbitrum/status/1742954565341700135Drop 3: BVNK + Deriv + Solanahttps://ffnews.com/newsarticle/cryptocurrency/deriv-and-bvnk-join-forces-to-bring-solana-payments-to-millions-of-traders-globally/..More JP Morgan and Bain, Tokenization reporthttps://www.jpmorgan.com/onyx/content-hub/how-tokenization-can-fuel-opportunityTRM Labs Crypto Policy Reporthttps://www.trmlabs.com/post/trm-labs-finds-link-between-stronger-regulation-and-reduced-illicit-activity-in-new-reportNomura's Libre protocol to launch with Brevan Howard and Hamilton Lane tokenized fundshttps://www.ledgerinsights.com/fund-tokenization-protocol-libre-to-launch-with-hamilton-lane-brevan-howard/Circle files for IPOhttps://blocktrends.com.br/circle-emissora-do-usdc-entra-com-pedido-de-ipo-na-sec/BIS, Swiss National Bank and World Bank, launch project on multi-country Promissory Noteshttps://www.bis.org/about/bisih/topics/fmis/promissa.htm . Redes sociais / comunicação.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/blockdropspodcast/message

Drop 1: FOX Verify on Polygon ⁠https://polygon.technology/blog/fox-corporation-taps-polygon-pos-to-power-verify-an-open-protocol-for-content-and-image-verification⁠ Drop 2: Arbitrum fees ⁠https://twitter.com/arbitrum/status/1742954565341700135⁠ Drop 3: BVNK + Deriv + Solana ⁠https://ffnews.com/newsarticle/cryptocurrency/deriv-and-bvnk-join-forces-to-bring-solana-payments-to-millions-of-traders-globally/⁠ ..More JP Morgan and Bain, Tokenization report ⁠https://www.jpmorgan.com/onyx/content-hub/how-tokenization-can-fuel-opportunity⁠ TRM Labs Crypto Policy Report ⁠https://www.trmlabs.com/post/trm-labs-finds-link-between-stronger-regulation-and-reduced-illicit-activity-in-new-report⁠ Nomura's Libre protocol to launch with Brevan Howard and Hamilton Lane tokenized funds ⁠https://www.ledgerinsights.com/fund-tokenization-protocol-libre-to-launch-with-hamilton-lane-brevan-howard/⁠ Circle files for IPO ⁠https://blocktrends.com.br/circle-emissora-do-usdc-entra-com-pedido-de-ipo-na-sec/⁠ BIS, Swiss National Bank and World Bank, launch project on multi-country Promissory Notes ⁠https://www.bis.org/about/bisih/topics/fmis/promissa.htm⁠ . Redes sociais / comunicação .. ⁠Instagram.com/blockdropspodcast⁠ .. ⁠Twitter.com/blockdropspod⁠ .. Blockdrops.lens .. Meu conteúdo em inglês ⁠twitter.com/0xmauricio⁠ .. Newsletter do linkedin ⁠https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272⁠ .. ⁠blockdropspodcast@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/blockdropspodcast/message

 In this highly anticipated annual episode of Northstar's Private Equity Fast Pitch, we bring together the industry's top leaders from the past year. Join us as we delve into the personal mantras and driving forces that fuel these prominent figures in the Private Equity and Invesment Banking arena. Guest Speakers: ·      [04:22] Jeff Armbrister, Hamilton Lane ·      [06:47] Caroline Stevens, MPK Equity Partners ·      [08:54] Stephen Vaccaro, Hirtle, Callaghan & Co ·      [10:21] Ganesh Rao, Thomas H. Lee Partners ·      [11:55] Jeff Eaton, Eaton Partners ·      [13:58] Arthur Hollingsworth, Texas Private Equity ·      [14:52] Dave Tayeh, Investcorp ·      [16:46] Brian McGee, New Water Capital ·      [18:52] Marc J. Leder, Sun Capital Partners ·      [20:06] Christiaan van der Kam, Schroders Capital ·      [21:39] Mark Sotir, Equity Group Investments ·      [22:53] Jeff Collins, Cloverlay ·      [24:19] Chris Burbach, Fundamental Income ·      [26:27] Rami Cassis, Parabellum Investments ·      [27:12] Christopher Merrill, Harrison Street ·      [28:26] Ross Jones, Berkshire Partners ·      [32:49] Jeffrey Stevenson, VSS Capital Partners ·      [35:15] Pardis Nasseri, Palm Tree LLC ·      [37:33] Michael Butler, Cascadia Capital ·      [40:01] Neha Champaneria Markle, Morgan Stanley ·      [41:40] Michael Bego, Kline Hill Partners ·      [43:03] Drew Maloney, American Investment Council (AIC) ·      [45:19] Chris Sznewajs, Pacific Avenue Capital Partners These top professionals will share their favorite quotes and mottos, offering insights into what motivates and drives them on a daily basis. Get ready for a captivating journey into the minds of these industry leaders Tune in to gain valuable insights and inspiration from these influential voices shaping the Private Equity landscape. Discover the mantras that power success in this dynamic industry.  

Today's topic is best opportunities in private markets. And we're joined by Drew Schardt, vice chairman, head of investment strategy, and head of direct private equity, as well as being a member of the investment and executive committees at Hamilton Lane. *figures are as of 6/30/23

#blockchain #valuation #securitytoken   Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin talk about how security tokens improve valuations!   Kyle's Company of the Week: Credix: https://docs.credix.finance/tokens/lp-tokens   Herwig's Company of the Week: Chainlink: https://chain.link/    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ   All articles that were discussed were sourced from https://STOmarket.com/news    Check out our medium blog for more news!   #STSTOP5 Articles of the Week   Banque de France: https://www.ledgerinsights.com/banque-de-france-wholesale-cbdc-3-models/   Matrixdock: https://finance.yahoo.com/news/matrixdock-now-provides-chain-transparency-070000985.html   Italy Central Bank & Polygon: https://www-coindesk-com.cdn.ampproject.org/c/s/www.coindesk.com/business/2023/07/26/italys-central-bank-taps-polygon-fireblocks-defi-project-to-help-institutions-dabble-with-tokenized-assets/?outputType=amp   Avalanche Vista: https://www.avax.network/blog/avalanche-foundation-vista-asset-tokenization   Securitize: https://securitize.io/press-releases/securitize-expands-modernization-of-capital-markets-into-europe?utm_source=linkedin&utm_medium=social&utm_campaign=europe   Institutional Update:    Polygon: https://www-coindesk-com.cdn.ampproject.org/c/s/www.coindesk.com/business/2023/07/26/italys-central-bank-taps-polygon-fireblocks-defi-project-to-help-institutions-dabble-with-tokenized-assets/?outputType=amp   Hamilton Lane: https://www.fundfire.com/c/4170444/538364/hamilton_lane_tokenization_push_highlights_hard_road_approval?referrer_module=issueHeadline&module_order=1   Securitize: https://securitize.io/press-releases/securitize-expands-modernization-of-capital-markets-into-europe?utm_source=linkedin&utm_medium=social&utm_campaign=europe   Market Update:    Securitize: https://securitize.io/press-releases/securitize-expands-modernization-of-capital-markets-into-europe?utm_source=linkedin&utm_medium=social&utm_campaign=europe   Seedstarter: https://twitter.com/myseedtoken/status/1684544370018590720?s=20   STOKR: https://www.benzinga.com/general/biotech/23/07/33357137/this-tokenized-cannabis-company-is-set-to-unlock-investment-opportunities-sto-on-stokr   BCAP: https://www.securities.io/blockchain-capitals-bcap-token-q2-2023-results/   = Check out our Companies = Security Token Group: http://securitytokengroup.com/  Security Token Advisors: http://www.securitytokenadvisors.com/  Security Token Market: https://stm.co InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:49 Introduction: How Security Tokens Improve Valuations 2:12 Banque de France, Matrixdock, Italy Central Bank & Polygon, Avalanche Vista, Securitize | STSTOP5 5:58 Polygon, Hamilton Lane, Securitize | Institutional Updates 8:50 Securitize, STOKR, Seedstarter, BCAP | Market Updates 11:46 Main Topic:  How Security Tokens Improve Valuations 21:45 Companies of The Week: Chainlink, Credix

Ken talks to Peter Roy, Small Cap Portfolio Manager, about their shared excitement for small-cap stocks. They discuss the potential of small-caps in the current market, highlighting the earnings growth forecast for 2024. Peter shares insight into how government spending on infrastructure projects is benefiting certain small-cap companies, such as Herc Holdings and ICF International, and emphasizes their long-term potential. They also take a look at OneMain Holdings and Hamilton Lane, two stocks that have been a welcome surprise in a difficult sector.   Follow Argent Capital Management LinkedIn: https://www.linkedin.com/company/argent-capital-management/ Twitter: https://twitter.com/ArgentCapMgt Website: https://argentcapital.com/ YouTube: https://www.youtube.com/@argentcapitalmanagement Opinions reflect the portfolio managers' judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.

Communicating with investors is delicate — being open and transparent is always the preferred method here at Ripple, but that openness sometimes requires thoughtful framing, especially when dealing with private companies and investments. Our guest today is Matt Curtolo, Managing Director at Allocate, an Alternative investment platform allowing greater access to high-performing venture funds.Matt has 20 years of experience in private financing from his time at MetLife; Hirtle, Callaghan & Co.; and Hamilton Lane. We spoke about assessing subjective qualities like trust, openness, and responsiveness when evaluating potential partners or fund managers, and his best advice for other fund managers when deciding on running a successful AGM.We also have John Ruffolo to run down the news of the week.About Matt Curtolo:Matt Curtolo is Managing Director, Investments at Allocate. Prior to joining Allocate, Mr. Curtolo spent nearly two decades as an investor and allocator within private markets. Mr. Curtolo began his career at Hamilton Lane Advisors, working in a variety of capacities, both in client service and investment roles. He holds a B.S. from DeSales University and is a CAIA charter holder.In this episode we discuss:(00:00:53) News rundown with John Ruffolo(00:21:35) How Matt Curtolo's career brought him to investing(00:23:59) Why sports statistics played such a key role for him(00:25:39) Matt's time at Hamilton Lane and how it shaped his career(00:28:34) The importance of client knowledge in the service world(00:30:27) His time at Hirtle, Callaghan & Co.(00:34:14) How he gauges a manager(00:36:06) What Allocate does(00:39:21) How Allocate decides on funds to partner with(00:42:55) Assessing qualitative aspects like trust, openness, and responsiveness(00:46:36) Advice to fund managers about running a successful AGM(00:49:28) What kind of things he looks for as a perspective LP on an AGM visit(00:52:38) How to ensure authenticity and maintain trust from allocators at AGMs(00:55:08) Is the term “emerging manager” overused?(00:58:18) Crafting pitches to different audiences(00:59:38) How Allocate is working with and educating family offices on venture(01:01:21) The illiquidity of the venture market as a feature or a bug of the market(01:04:22) Educating new investors on the risks and rewards of venture(01:06:34) How 2023 is shaping up as a vintage in venture(01:08:27) How new LPs can mitigate risk and capture upside in today's market in the venture capital asset class(01:10:23) Best career advice he's receivedFast Favorites:*

Carlos Domingo is the founder and CEO of Securitize — a compliance platform for trading security tokens or digital securities on the blockchain used by the likes of KKR and Hamilton Lane. In this episode, Domingo explains how blockchain technology can be used to unlock broader access to alternative investments and how regulatory clarity in the U.S. could help trillions of dollars of real world assets be tokenized on-chain. Outline: 1:17 - About Securitize 2:32 - Market Evolution 7:22 - Tokenization 8:07 - Transfer Agent License 9:58 - Broker Dealers 12:00 - Prometheum 13:04 - Special Purpose Broker Dealer 16:38 - Alternative Trading Systems 19:05 - Second Order Effects of Regulation 21:30 - Tokenization of Real World Assets 28:02 - What's Next for Securitize 31:32 - Closing Thoughts

Mario Giannini and John Toomey lead two of the largest private equity fund investors in the world. Mario is the CEO of Hamilton Lane, which manages over $100 billion and supervises another $700 billion in non-discretionary assets, and John is half of the Executive Management Committee of HarbourVest, which also manages in excess of $100 billion in the space. Both are past guests on the show, and we've replayed those conversations on the feed. Mario and John joined me to canvass private equity markets. Our conversation covers the health and valuation of underlying portfolio companies, new deals, secondary markets, dry powder, fund raising, portfolio construction, winners and losers, new sources of capital, private credit, co-investments, ESG, China, and geopolitical risks. Show Notes: 03:24    Views on current environment 05:04    Bull case for private equity 06:21    Valuation trends 09:14    Financing markets 12:51    Exits for portfolio companies 15:53    Pace of new deals 18:55    Secondary market activity 22:24    Dry powder 25:49    Fundraising cycles 28:53    Capital allocation decisions 30:29    Portfolio construction 38:35    Winners and losers 43:22    New sources of capital 49:30    Private credit 52:53    Distressed investing and default cycles 55:58    Co-investment activity 57:47    ESG 1:01:40 China 1:08:53 Closing Questions Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Mario Giannini is the CEO of Hamilton Lane, where he oversees nearly $1 trillion of assets under management and advisement in private capital, making it perhaps the largest investor in private equity in the world. Mario joined Hamilton Lane thirty years ago and has spent the last 21 as its CEO. His breadth of knowledge and experience, alongside at times unconventional views, offers an unparalleled bird's eye view into this powerful area of investing. Our conversation covers Mario's background and a brief history of the private equity industry over the last thirty years. We discuss three characteristics of private equity firms that struggle: decision-making, concentration, and greed, and views on private equity firms across turnover, GP/LP relationships, LP Advisory Boards, and the pricing environment. We then turn to Mario's perspective on constructing private equity portfolios, data analytics, the middle market, continuation funds, LP appetite, and opportunities across sub-categories and geographies. We close with aspects of Hamilton Lane's evolution across co-investing, customization, going public, ESG, democratization, and the future of the industry.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Stephanie Tilenius successfully led her first startup through an IPO. Now she is taking on the healthcare space, which makes up 20% of GDP in the United States. Her latest venture, Vida Health, has attracted funding from top-tier investors like Centene, Lumir Ventures, Hamilton Lane, and Canvas Ventures.