The Case for Private Market Investing

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About This Episode

Hamilton Lane (Nasdaq: HLNE) is one of the largest private market investment firms globally, with nearly $857 billion in assets under management consisting of $112.2 billion in discretionary assets and $744.4 billion in non-discretionary assets as of March 2023, providing innovative solutions to institutional and private wealth investors around the world.

In this episode, my guest, Steve Brennan, will discuss the private market opportunity for advisors and HNW investors. For financial advisors looking to minimize the impact of public-market volatility on their clients’ portfolios, private equity is a long-term investment vehicle that gives an investor an extended period to invest their money and protect it from the turbulence of the markets. Private-market investing can provide gains for HNW investors who have traditionally focused on real estate and private-credit strategies.

But many advisors still don't invest in private markets. Steve will discuss the opportunity in private investing, how it works, and most importantly, how to use it in the context of a portfolio.

About Our Guest

Steve Brennan is a managing director and head of private wealth solutions, leading Hamilton Lane’s efforts to provide both evergreen and traditional private markets solutions to the growing private wealth channel. In this capacity he sets the strategic direction and oversees all aspects of the private wealth solutions business.

Previously, Steve held numerous leadership roles in Hamilton Lane’s institutional business including global head of business development. Steve serves as a member of the firm’s investment committee and evergreen portfolio committee. Prior to joining Hamilton Lane in 2002, Steve held relationship management and investment support roles at Goldman Sachs (GSAM) and BNY Mellon.

Steve received an M.B.A. from Fordham University and a B.B.A. from Loyola University Maryland.

Show Notes

Here is a link for more information about Hamilton Lane:

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