Gaining Perspective

Hamilton Lane (Nasdaq: HLNE) is one of the largest private-market investment firms globally, with nearly $857 billion in assets under management, 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. - Here is a link for more information about Hamilton Lane: 2023 Market Overview - https://explore.hamiltonlane.com/2023-market-overview/home A Guide To Private Markets - https://www.hamiltonlane.com/en-us/insight/private-markets-a-guide Hamilton Lane’s Private Wealth Knowledge Center- https://www.hamiltonlane.com/en-us/education/private-markets-education https://www.hamiltonlane.com/en-us A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Show Notes

Hamilton Lane (Nasdaq: HLNE) is one of the largest private-market investment firms globally, with nearly $857 billion in assets under management, 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.

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Here is a link for more information about Hamilton Lane:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.