Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis
Dec 19, 2024
Stephanie Davis, Managing Director at Hamilton Lane, shares her journey in private wealth management and the evolution of alternative investments. She discusses the early days of evergreen structures and their growing importance in private markets. Nick Veronis, Co-Founder of iCapital, joins her in exploring the challenges of educating investors on these funds and the critical role of manager selection. The conversation highlights the innovative strategies to enhance access to private markets and the need for personalized advice in navigating this complex landscape.
38:27
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Quick takeaways
- The evergreen investment space is evolving, driven by increased demand for alternative strategies as traditional portfolio models face challenges.
- Successful engagement in private markets hinges on effective manager selection, which significantly impacts returns in alternative investments.
Deep dives
The Early Evolution of Evergreen Structures
The evergreen investment space is still in its formative stages, with participants believing we may be earlier in its development than assumed. The podcast features Stephanie Davis, who shares her extensive background in private wealth management and alternative investments. Her experience includes pioneering hedge fund structures that led to successful registered tender offer funds, giving her insights into evergreen investments managed with 40-act compliance. This foundation in private wealth and asset management is crucial as more firms explore these structures for long-term investment purposes.
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