PODCAST: In depth with Hamilton Lane’s Mario Giannini

Hamilton Lane’s long-time CEO explains the role he thinks private markets can play in the post-coronavirus rebuild, and how we should interpret the public markets rally.

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In our latest episode of Spotlight, we sit down virtually with Hamilton Lane chief executive Mario Giannini.

Giannini has been producing weekly detailed client notes since early March covering everything from country-by-country covid-19 strategies to academic studies to analysis of the financial markets, with a handful of music references, anecdotes and some creative writing thrown in for good measure.

In this in-depth conversation, Giannini explains why the financial aspect of the current crisis is playing out differently from the 2008 Global Financial Crisis and the “dot-com” crisis of the early 2000s, and how that’s affecting the way private markets are behaving. He also shares insights on how limited partners are thinking about portfolio construction, why a pandemic is the perfect time to address issues of inequality, and how investors should read a buoyant public market.

See all Private Equity International’s coverage of covid-19 and its impact.