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.

Doug Krupa, Managing Director at KKR, shares his expertise on making private markets more accessible. He discusses the evolution of investment strategies and the importance of innovative fund structures. The conversation highlights the growing acceptance of evergreen investment strategies and their potential to democratize access for individual investors. Doug also touches on the challenges faced in this space and KKR's commitment to enhancing the investment experience across the wealth channel.

Dan Parant, Managing Director at Vista Equity Partners, delves into his expertise in enterprise software investments and the resilience of this sector in today's economy. He explains the advantages of evergreen funds, particularly how they provide continuous asset allocation and donor protection, catering to private equity's shift as companies remain private longer. Together with Nick Veronis from iCapital, they discuss the evolving landscape of private markets and the importance of investor education around these innovative strategies.