Bryan serves as Co-Head of Hamilton Lane’s Portfolio Management Group (PMG), where he oversees portfolio strategy, quantitative research, risk assessment, and the development of Hamilton Lane’s proprietary data and analytics. Bryan chairs Hamilton Lane’s Portfolio Management Committee and is a member of the firm’s Evergreen Portfolio Committee.
Bryan began his career at Hamilton Lane in 2012 and has previously held roles on Hamilton Lane’s Research and Private Markets Analytics teams.
Bryan received a B.S. in Computer Engineering from Drexel University.
Today’s Markets: Loaded for Bear
Take a deep breath. As an investor, it’s easy to feel overwhelmed by current market conditions complete with sharp daily swings in the public markets, pesky inflation issues, geopolitical uncertainties and a growing risk of recession on the horizon. But, remember, we all knew this day would have to come.
Market Trends: A Surge in Distribution Activity
Consider where the private markets were one year ago in August 2020. Q1 2020 valuations had just been published, indicating private equity funds had declined 8% in a single quarter. Investment activity and, more importantly, exit activity had dried up.
Q4 2020 & Year-End Valuations
The whipsawing observed in listed markets over the course of 2020 made for some of the most eagerly anticipated year-end private markets valuations in recent memory.
The Liquidity Scorecard
Hamilton Lane Liquidity Scorecard