Hamilton Lane Co-CEO Erik Hirsch on Retail Investors, Evergreen Funds and Private Markets
Description
On this episode of After Earnings, Ann Berry sits down with Hamilton Lane Co-CEO Erik Hirsch for an in-depth conversation about the future of private markets. They discuss how Hamilton Lane is opening private capital to retail investors, why fund manager selection matters more than thematic bets in today’s environment and how the firm navigates being a publicly traded company.
00:00 – Erik Hirsch Joins
00:38 – AUM vs AUA: How Hamilton Lane Makes Money
02:25 – From Consultant to Asset Manager: Hamilton Lane’s Evolution
03:58 – The Co-Investment Model Explained
06:42 – The Strategic Edge of Scale and Market Insight
08:15 – What’s Working in Private Equity Right Now
09:26 – From Thematic to Manager-Driven Investing
11:08 – Is Private Credit in a Bubble?
12:51 – Inside the Secondary Market Surge
16:33 – Managing a Public Company Focused on Private Assets
18:30 – The Case for Less Frequent Earnings Reporting
20:28 – Democratizing Private Markets for Retail Investors
23:54 – Expanding Retail Access
26:18 – The Trillions in Retail Opportunity
30:55 – Looking Ahead: Tokenization & the Retailization of Private Markets
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