Alternatives in wealth · Podcast

Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets

It puts manager selection, correlation and private credit risk into one discussion for advisors whose clients are being offered private market exposure. The segments on individual investors, secondaries and markups bear directly on the operational and due-diligence questions advisors field.

Streams from the publisher’s own feed. Nothing loads until you press play.45 min

Summary

By the alternatives in wealth desk

Michael Batnick speaks with Erik Hirsch, CEO of Hamilton Lane, about the state of private markets on this episode of Live From the Compound. They cover why private equity is more correlated with public markets than investors may assume, what separates the best private market managers, the growth of private credit and concerns about defaults and redemptions, and the expanding role of individual investors. The conversation also takes in manager selection and portfolio construction, the secondaries market and controversy over day-one markups.

Hirsch argues private equity is more correlated with public markets than investors may think.
The discussion covers the rise of private credit alongside concerns around defaults and investor redemptions.
The episode examines why manager selection and portfolio construction matter so much in private markets.
It also covers the booming secondaries market and controversy around day-one markups.

Similar items

Same topic

Higher Interest Rates: New Opportunities in Bonds & Equities? \| Allocation Views	Franklin Templeton	16 min	Oct 26
Why Allocate to Alts? By iCapital	iCapital	7 min	Oct 23
Alternative Realities: Michael Cembalest on AI, energy and data centers	Insights Now (J.P. Morgan Asset Management)	38 min	Oct 22
Matt Brown on AI, Alts, and Advisor Opportunity (EP. 48)	CAIS Live Conversations: Building With Alts	41 min	Oct 22
[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight)	Capital Allocators with Ted Seides	30 min	Oct 22