Thriving Through Disruption: Trump 2.0, Tech and the Transition  

Policy shifts, tariffs and deregulation are influencing the investment landscape for investors, but don’t let them become a distraction. Software, AI and companies leveraging new digital technology and regional, small-to-mid-sized businesses can capitalize on this disruption. What does this mean for investors seeking strategic allocations to these companies?

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Today, technology advances and AI go hand in hand. These initiatives are driving the next era of growth, efficiency, resilience and productivity – the outcome of which can propel significant economic and social impact across regional communities and on investors' portfolios.
David Helgerson
Head of Impact Investments 

The AI Revolution

Rapid advances in AI and the proliferation of data across industries continue to increase energy demands while rewiring the competitive landscape. This is happening across the industrial landscape as companies seek faster, cheaper and more efficient methods of doing business and solving problems.

Energy Growth, Diversification and Transition 

With the AI locomotive gathering the need for more steam, projections for U.S. and global energy demand also show sustained growth across all major power sources. What does this mean for investors looking at new opportunities like energy infrastructure services?

Regionalization and the role of SMIDs 

Shifting geopolitical relations and continually evolving tariffs have upended the global supply chain, but it's not all bad news. Smaller, more nimble private companies that maintain an emphasis on domestic, rather than global supply chains, can drive innovation in the marketplace.

Our role in activating market-driven impact opportunities 

Our objective is to generate attractive risk-adjusted returns while creating a measurable social and environmental impact. We invest in mission-driven customized portfolio solutions for our clients, leveraging the growing market opportunity as well as our firm’s global platform, network and deal flow. We are a strategic investment partner for private markets fund managers globally with broad coverage of private impact markets.

$7.5B

Opportunities Reviewed in 2024

$4.4B

Impact Capital Committed*

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The technology changes underway today have moved us into a new era and accelerated the growth curve. This creates multiple paths for impact innovation and opportunities for smaller, high-growth private companies to deliver critical solutions.


About Hamilton Lane

Our purpose is simple: To provide enhanced financial well-being for those who depend on us. We do that by seeking to deliver tailored, solutions-oriented private markets exposure and industry-leading client service. We’re an organization built on over three decades of client-centricity, candor and authenticity and powered by intellectual rigor and data-driven insight. 

Our commitment to serving those who depend on us has remained steadfast, while our focus on growth and transformation has only strengthened. Today, we serve institutional and private wealth investors around the world, helping them tap into the opportunities afforded by this maturing asset class.

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*As of 3/31/2025