The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
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The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
Hamilton Lane Co-CEO Erik Hirsch on Retail Investors, Evergreen Funds and Private Markets
After Earnings
34 minutes
3 weeks ago
Hamilton Lane Co-CEO Erik Hirsch on Retail Investors, Evergreen Funds and Private Markets
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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After Earnings
The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
