[REPLAY] Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)

This podcast episode explores the evolution of the private equity industry over the past 30 years, delving into its growth, challenges, and trends. It emphasizes the importance of patience and long-term perspective in the industry, highlighting the significance of culture and decision-making in success and failure, and addressing issues such as concentration, greed, and turnover. Additionally, the episode touches upon the complex relationship between GPs and LPs, data constraints in private market portfolio construction, myths and trends in the industry, and the internationalization and growing popularity of co-investments.