Andrea Coleman, CAIA
Andrea Coleman, CAIA, is a Principal in Hamilton Lane’s Private Wealth Solutions Group, where she is responsible for intermediary distribution in the Northeast Region of the U.S.
Prior to joining Hamilton Lane, Andrea was Director of the Northeast Region for 361 Capital and was responsible for capital development throughout the region. Previously, Andrea was Senior Associate Director in the RIA Group at Janus Capital Group (now Janus Henderson), working to develop and maintain relationships with RIA firms across the eastern part of the U.S. She began her career as a Financial Advisor with Edward Jones and has 14 years of financial services industry experience.
Andrea earned a Bachelor’s degree in Psychology from Colorado College. She currently holds a Chartered Alternative Investment Analyst (CAIA) designation, as well as FINRA Series 7 and 66 registrations.
Private Markets Due Diligence: Valuation, Deal Allocation and Fees
In this final installment of our Private Markets Due Diligence blog series, we’re highlighting some important questions to ask when evaluating evergreen funds, specifically those related to valuation and deal allocation, as well as (everyone’s favorite topic) fees.
Private Markets Due Diligence: Evaluating Evergreen Funds
Our last couple of blog posts – which focused on deal flow, investment types and structural differences – have hopefully provided some useful reference points as you conduct due diligence on evergreen private fund structures.