{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets","title":"Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis","html":"","width":"100%","height":180,"duration":2307,"description":"Everyone is talking about evergreens.\nAlt 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.\nThis 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.\nThe three part series features:\nVista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.\nKKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.\nHamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.\nPlease enjoy the third episode of the series as Nick and I talk with Hamilton Lane's Stephanie Davis.\nShow Notes\n00:00 Introduction: Setting the Stage\n00:17 Early Days in the Evergreen Space\n00:33 Stephanie's Journey into Private Wealth\n00:40 From Merrill Lynch to Hamilton Lane\n01:15 The Evolution of Alternative Investments\n02:09 Success in Early Evergreen Structures\n02:23 Challenges and Innovations in Distribution\n03:01 Nick's Perspective on the Evergreen Space\n03:20 Hamilton Lane's Thought Leadership\n03:50 The Importance of Private Companies\n04:29 The Evolution of Evergreen Funds\n05:11 Optimal Structures for Evergreen Funds\n05:35 Target Audience and Distribution Strategies\n06:25 Commitment to Evergreen Structures\n06:50 Multi-Manager Approach and Diversification\n07:18 Adoption of Private Capital by Advisors\n07:49 The Role of Private Equity in Evergreen Funds\n08:50 The Importance of Fee Efficiency\n09:45 Educating Investors on Evergreen Structures\n15:00 The Power of Compounding in Evergreen Funds\n16:02 Institutional Interest in Evergreen Funds\n21:54 The Role of Liquidity in Evergreen Investments\n22:28 Educating Advisors and Clients\n25:48 Challenges in Advisor Education\n28:14 Allocation Strategies for Evergreen Funds...","thumbnail_url":"https://img.transistorcdn.com/AFAZ1vkAT92lFJtqt-r0HeFQ55KTdcbJHmgKXaMlAtY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5MDA4LzE2MTQ1/Mzk1MDUtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}