Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis

Everyone is talking about evergreens.

Alt 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.

This 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.

The three part series features:

• Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.
• KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.
• Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.

Please enjoy the third episode of the series as Nick and I talk with Hamilton Lane's Stephanie Davis.

Show Notes
00:00 Introduction: Setting the Stage

00:17 Early Days in the Evergreen Space

00:33 Stephanie's Journey into Private Wealth

00:40 From Merrill Lynch to Hamilton Lane

01:15 The Evolution of Alternative Investments

02:09 Success in Early Evergreen Structures

02:23 Challenges and Innovations in Distribution

03:01 Nick's Perspective on the Evergreen Space

03:20 Hamilton Lane's Thought Leadership

03:50 The Importance of Private Companies

04:29 The Evolution of Evergreen Funds

05:11 Optimal Structures for Evergreen Funds

05:35 Target Audience and Distribution Strategies

06:25 Commitment to Evergreen Structures

06:50 Multi-Manager Approach and Diversification

07:18 Adoption of Private Capital by Advisors

07:49 The Role of Private Equity in Evergreen Funds

08:50 The Importance of Fee Efficiency

09:45 Educating Investors on Evergreen Structures

15:00 The Power of Compounding in Evergreen Funds

16:02 Institutional Interest in Evergreen Funds

21:54 The Role of Liquidity in Evergreen Investments

22:28 Educating Advisors and Clients

25:48 Challenges in Advisor Education

28:14 Allocation Strategies for Evergreen Funds

31:22 The Future of Evergreen Structures

31:36 3.0 in the Evergreen Space

34:07 Manager Selection in Private Markets

35:18 The Evolving Relationship of Public and Private Markets

36:03 Closing Thoughts and Key Takeaways

36:33 Disclaimer and Informational Purposes