Patrick Morelli, CAIA
Patrick Morelli, CAIA, is a Principal in Hamilton Lane’s Private Wealth Solutions Group, where he is responsible for intermediary distribution in the Southeast Region of the U.S.
Prior to joining Hamilton Lane, Patrick was Director of the Southeast Region for 361 Capital and was responsible for capital development throughout the region. Previously, Patrick was a Regional Vice President at Keating Investments, LLC, a private equity business development company, where he built relationships with advisors and home offices to educate them on the high impact features of the strategy and portfolio companies. He was also a Business Analyst with Arrow Performance Group. Patrick began his career as a Financial Consultant at AXA Advisors and has 14 years of financial services industry experience.
Patrick earned an MBA from the University of Colorado and a Bachelor’s degree in Psychology and Communications from Metropolitan State University. He currently holds a Chartered Alternative Investment Analyst (CAIA) designation, as well as the Series 7 and 66.
Private Markets Due Diligence: Private vs. Public Markets
You’ve no doubt heard about or read about the ever-declining number of public market stocks available to investors today. For instance, the Wilshire 5000 Index used to contain 5,000 stocks; today that number is closer to 3,500.