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Wealth Management INVEST: How Private Markets Are Becoming More Accessible

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Manage episode 398191922 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies.

Steve focuses on:

  • The benefits of private market investing and the evolution of the space
  • How private assets affect portfolio diversification
  • Why asset managers, including Hamilton Lane, are focusing on education to help advisors navigate private investment strategies
  • And more

Connect With Steve Brennan:

Connect With David Bodamer:

About Our Guest:

Steve is a Managing Director and Head of Private Wealth Solutions at Hamilton Lane, leading the firm’s efforts to provide both evergreen and traditional private markets solutions to the growing Private Wealth channel. In this capacity, he sets the strategic direction and oversees all aspects of the Private Wealth Solutions business.

  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 398191922 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies.

Steve focuses on:

  • The benefits of private market investing and the evolution of the space
  • How private assets affect portfolio diversification
  • Why asset managers, including Hamilton Lane, are focusing on education to help advisors navigate private investment strategies
  • And more

Connect With Steve Brennan:

Connect With David Bodamer:

About Our Guest:

Steve is a Managing Director and Head of Private Wealth Solutions at Hamilton Lane, leading the firm’s efforts to provide both evergreen and traditional private markets solutions to the growing Private Wealth channel. In this capacity, he sets the strategic direction and oversees all aspects of the Private Wealth Solutions business.

  continue reading

94 episodes

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