What We Cover - Hamilton Lane · Today, we’re proud to share the Hamilton Lane Market Overview...

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Funds 3,300 + General Partners 1,200 + Vintage Years 40 Total Fund Commitments $ 3T Insights Powered by HL Data * To learn more about the 2017 events and to request a copy of the 2016 MO book: hamiltonlane.com/What-Were-Thinking/MarketOverview/ Got FOMOMO? (Fear of Missing Out on the Market Overview) It all started 11 years ago as a way to provide clients with our unique industry insight and data-driven analysis on the private markets. Today, we’re proud to share the Hamilton Lane Market Overview with limited partners, fund managers and industry participants around the world. What We Cover PE Performance Prior to Recession Private Debt Investing Where to Invest HL Sentiment Indicators Purchase price multiples, rate of contribution, fund size step up - the indicators are more polarized than before Cash flows seem to exhibit clearly-defined characteristics heading into a recession What sectors we think are overweight, normal weight and underweight for small and large investors A review of the trends, challenges and opportunities found in today's global financial and private equity markets 17 Senior HL executives presented 9 Cities around the world Global institutions represented 443 700+ Industry-leading GPs, LPs and private markets participants in attendance Where we’re seeing private debt allocations heading *As of June 30, 2017 2016 Attendee Stats This presentation has been prepared solely for informational purposes and contains confidential and proprietary information, the disclosure of which could be harmful to Hamilton Lane. Accordingly, the recipients of this presentation are requested to maintain the confidentiality of the information contained herein. This presentation may not be copied or distributed, in whole or in part, without the prior written consent of Hamilton Lane. The information contained in this presentation may include forward-looking statements regarding returns, performance, opinions, the fund presented or its portfolio companies, or other events contained herein. Forward-looking statements include a number of risks, uncertainties and other factors beyond our control, or the control of the fund or the portfolio companies, which may result in material differences in actual results, performance or other expectations. The opinions, estimates and analyses reflect our current judgment, which may change in the future. Hamilton Lane (UK) Limited is a wholly-owned subsidiary of Hamilton Lane Advisors, L.L.C. Hamilton Lane (UK) Limited is authorized and regulated by the Financial Conducts Authority. In the UK this communication is directed solely at persons who would be classified as a professional client or eligible counterparty under the FCA Handbook of Rules and Guidance. Its contents are not directed at, may not be suitable for and should not be relied upon by retail clients.

Transcript of What We Cover - Hamilton Lane · Today, we’re proud to share the Hamilton Lane Market Overview...

Funds3,300+

General Partners1,200+

Vintage Years40

Total Fund Commitments$3T

Insights Powered by HL Data*

To learn more about the 2017 events and to request a copy of the 2016 MO book: hamiltonlane.com/What-Were-Thinking/MarketOverview/

Got FOMOMO?(Fear of Missing Out on the Market Overview)

It all started 11 years ago as a way to provide clients with our unique industry insightand data-driven analysis on the private markets. Today, we’re proud to share the Hamilton Lane Market Overview with limited partners, fund managers and industry participants around the world.

What We CoverPE Performance Prior to Recession Private Debt Investing

Where to Invest HL Sentiment Indicators

Purchase price multiples, rate of contribution, fund size step up - the indicators are more polarized than before

Cash flows seem to exhibit clearly-defined characteristics heading into a recession

What sectors we think are overweight, normal weight and underweight for small and large investors

A review of the trends, challenges and opportunities found in today's global financial and private equity markets

17Senior HL executives presented

9Cities around the world

Global institutions represented

443

700+Industry-leading GPs, LPs and private markets participants in attendance

Where we’re seeing private debt allocations heading

*As of June 30, 2017

2016 Attendee Stats

This presentation has been prepared solely for informational purposes and contains confidential and proprietary information, the disclosure of which could be harmful to Hamilton Lane. Accordingly, the recipients of this presentation are requested to maintain the confidentiality of the information contained herein. This presentation may not be copied or distributed, in whole or in part, without the prior written consent of Hamilton Lane.The information contained in this presentation may include forward-looking statements regarding returns, performance, opinions, the fund presented or its portfolio companies, or other events contained herein. Forward-looking statements include a number of risks, uncertainties and other factors beyond our control, or the control of the fund or the portfolio companies, which may result in material differences in actual results, performance or other expectations. The opinions, estimates and analyses reflect our current judgment, which may change in the future.Hamilton Lane (UK) Limited is a wholly-owned subsidiary of Hamilton Lane Advisors, L.L.C. Hamilton Lane (UK) Limited is authorized and regulated by the Financial Conducts Authority. In the UK this communication is directed solely at persons who would be classified as a professional client or eligible counterparty under the FCA Handbook of Rules and Guidance. Its contents are not directed at, may not be suitable for and should not be relied upon by retail clients.