With Steve Brennan — Managing Director, Head of Private Wealth Solutions, Hamilton Lane

Overview

Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

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:

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• 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.
  

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.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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Steve Brennan

Managing Director and Head of Private Wealth Solutions

Steve is a Managing Director and Head of Private Wealth Solutions, 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.

Previously, Steve held numerous leadership roles in Hamilton Lane’s institutional business including Global Head of Business Development. Steve serves as a member of the firm’s Investment Committee and Evergreen Portfolio Committee. Prior to joining Hamilton Lane in 2002, Steve held relationship management and investment support roles at Goldman Sachs (GSAM) and BNY Mellon.

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