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Insights on transitions, independence and advisor growth.

The Diamond Podcast for Financial Advisors: $940B Hamilton Lane on the Changing Face of Private MarketsThe Diamond Podcast for Financial Advisors: $940B Hamilton Lane on the Changing Face of Private Markets

Steve Brennan, managing director and head of private wealth solutions at Hamilton Lane, discusses how democratized access to private markets has helped foster growth beyond the wirehouses, the impact on an advisor's business and more.

Louis Diamond, President

December 5, 2024

The private markets space has experienced tremendous growth over the last 20 years. From private equity to private credit and direct investments, clients have come to expect their advisors to have broad access to bespoke and interesting opportunities.

And firms like Hamilton Lane rose to the challenge to make that possible.

Founded in 1991, Hamilton Lane has become one of the largest and most respected private markets investment firms worldwide. Initially, the firm focused on private equity consulting, providing institutional investors with insights into the growing landscape of private assets.

Their focus on data-driven insights and customized solutions has made them a key player in the race to democratize access to private markets serving large institutions, individual investors, and family offices through tailored products and strategies.

In a space that’s growing by leaps and bounds, how can an advisor determine the best path for their clients?

Steve Brennan, Managing Director and Head of Private Wealth Solutions at the firm joins Louis Diamond to answer that and more, including:

  • Access to private markets—and what advisors need to consider when looking for a solutions partner.

  • Fostering growth—and how offering access to clients can enhance an advisor’s bottom line.

  • The competition—and how Hamilton Lane compares to other options.

  • The innovations and trends Steve’s seeing—and how each can impact an advisor’s business.

Related:Hamilton Lane, TIFIN AI for Private Markets Partnership Raises $6M

It’s an educational episode with valuable information for employee advisors and independent business owners alike. Steve provides an informed perspective from one of the leading private markets firms in the world.

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About the Author

Louis Diamond

President, Diamond Consultants

Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms. And as a next-gen leader himself, Louis has a passion for representing complex multi-generational teams. His strong business acumen, refined analytical skills and objectivity also make Louis an ideal advisor to independent business owners who want to accelerate growth via mergers, acquisitions and recruiting.

A George Washington University magna cum laude graduate with a BBA degree in Finance and International Business, Louis’s resume includes roles at Ernst & Young, Morgan Stanley and UBS.

For more information, visit: https://www.diamond-consultants.com/team/louis-diamond/