Hamilton Lane Announces Senior Promotions, Recognizing Largest Group of Managing Directors in Firm History

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Apr 03, 2024, 07:00 ET

Elevations to MD and Principal come amid continued firm growth and recent awards
Firm appoints Kate Reilly to new role of COO of Client Solutions Operations

CONSHOHOCKEN, Pa., April 3, 2024 /PRNewswire/ -- Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) today announced a number of senior promotions, including Investment, Client Solutions, Portfolio Management, Technology, Shareholder Relations, Legal, Finance and Operations Teams.

The firm recognized the promotions of the following 16 individuals to Managing Director – the largest group of MDs to date.

Antony Anastasiadis, Secondary Investments
Bryan Jenkins, Portfolio Management Group
Denise Dunbar, Controller
Drew Carl, Chief Accounting Officer
Elizabeth Bell, Real Assets Investments
Hamza Azeem, Evergreen Portfolio Management
John Oh, Shareholder Relations
Julie Shenkman, Portfolio Management Group
Marietta Fieger, Strategic Partner Group
Megan Milne, Direct Equity Investments
Mike Augustine, Strategic Partner Group
Raj Chall, Secondary Investments
Ryan Smith, Secondary Investments
Salvador S. Almeida, Client Solutions
Samantha Leandri, Enterprise Technology
Travis Henning, Direct Credit Investments

In addition, the firm promoted the following individuals to Principal and Senior Counsel:

Amanda Brown, Tax
Andrew Durante, Direct Equity Investments
Andrew Rich, Fund Investments
Daniel McCarthy, Technology Solutions*
Dylan Ismari, Technology Solutions
Jan Verstraete, Secondary Investments*
Jose Rodriguez, Client Solutions
Kaylie Milazzo, Senior Counsel, Tax
Kaylin Liu, Fund Accounting
Lee Evryn, Enterprise Technology
Peter Udbye, Real Assets Investments*
Reed Marko, Direct Credit Investments
Rob Reed, Fund Investments

Promotions were effective as of April 1, 2024 unless otherwise noted.

In addition, Hamilton Lane announced the appointment of Kate Reilly to the new role of Chief Operating Officer of Client Solutions Operations. Based in the firm's Conshohocken headquarters, Reilly will work alongside Client Solutions leadership to continue to increase the quality, reach and effectiveness of sales efforts around the world. She reports to Andrea Kramer, Chief Operating Officer and Chief Risk Officer.

Reilly joins from PJT Park Hill where she most recently served as Chief Operating Officer, overseeing the firm's operations globally, including across legal and compliance, personnel and HR, infrastructure management, corporate budgeting and forecasting and media relations. She also spent time at Park Hill as Deputy General Counsel and Chief Administrative Officer, and spearheaded the DEI and mentoring programs. Prior to that she spent eight years at Blackstone, and also served on the Tenth Judicial District Court of New York.

Erik Hirsch, Co-CEO, commented: "At Hamilton Lane, we believe that when you create a strong culture focused on growth, excellence and collaboration, everyone benefits. We are proud to recognize the well-deserved promotions of this impressive group of individuals and are inspired by their dedication and commitment to the firm."

Juan Delgado, Co-CEO, added: "We extend our congratulations and deep appreciation to these new MDs, Principals and Senior Counsel professionals who demonstrate day in and day out what it means to deliver great results to our clients and partners around the world. Additionally, we are thrilled to welcome Kate to our team as we continue to expand and scale our global sales organization to meet growing demand from investors of all types."

The firm was recognized across a number of areas recently, including being named to Pensions & Investments' 'Best Places to Work in Money Management' list for the 12th consecutive year; winning 'Alternatives Fund of the Year' by Money Management; being recognized on The Korea Economic Daily's 'Best Asset Managers' list for the fourth consecutive year; and winning Zenith's Fund Award in the 'Alternatives Strategies' category.

These developments take place as the firm continues to strategically grow its global platform and client base around the world. Today, Hamilton Lane offers a suite of diversified private markets products and solutions serving more than 1,800 clients across institutional and private wealth channels globally.

*Promotions effective October 1, 2023.

About Hamilton Lane

Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs nearly 700 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has approximately $903 billion in assets under management and supervision, composed of $120 billion in discretionary assets and nearly $783 billion in non-discretionary assets, as of December 31, 2023. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit www.hamiltonlane.com or follow Hamilton Lane on LinkedIn.

Forward-Looking Statements

Some of the statements in this release may constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Words such as "will," "expect," "believe," "estimate," "continue," "anticipate," "intend," "plan" and similar expressions are intended to identify these forward-looking statements. Forward-looking statements discuss management's current expectations and projections relating to our financial position, results of operations, plans, objectives, future performance and business. All forward-looking statements are subject to known and unknown risks, uncertainties and other important factors that may cause actual results to be materially different, including risks relating to: our ability to manage growth, fund performance, competition in our industry, changes in our regulatory environment and tax status; market conditions generally; our ability to access suitable investment opportunities for our clients; our ability to maintain our fee structure; our ability to attract and retain key employees; our ability to manage our obligations under our debt agreements; defaults by clients and third-party investors on their obligations to fund commitments; our exposure and that of our clients and investors to the credit risks of financial institutions at which we and they hold accounts; our ability to comply with investment guidelines set by our clients; our ability to successfully integrate acquired businesses with ours; our ability to manage risks associated with introducing new types of investment structures, products or services or entering into strategic partnerships; our ability to manage redemption or repurchase rights in certain of our funds; our ability to manage, identify and anticipate risks we face; our ability to manage the effects of events outside of our control; and our ability to receive distributions from Hamilton Lane Advisors, L.L.C. to fund our payment of dividends, taxes and other expenses.

The foregoing list of factors is not exhaustive. For more information regarding these risks and uncertainties as well as additional risks we face, you should refer to the "Risk Factors" detailed in Part I, Item 1A of our Annual Report on Form 10-K for the fiscal year ended March 31, 2023 and in our subsequent reports filed from time to time with the Securities and Exchange Commission. The forward-looking statements included in this release are made only as of the date hereof. We undertake no obligation to update or revise any forward-looking statement as a result of new information or future events, except as otherwise required by law.

SOURCE Hamilton Lane