E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets
About this episode
David Weisburd interviews Miguel Luina from Hamilton Lane about venture capital and private markets.
What separates the venture investors who consistently outperform from those who simply get lucky? In this episode, I sit down with Miguel Luina, Co-Head of Global Venture Capital at Hamilton Lane, to discuss how one of the world's largest private markets investors evaluates venture managers, constructs portfolios, and thinks about the future of innovation investing. Miguel explains why venture and growth have become an essential allocation for institutional investors, how LPs distinguish skill from luck, and why conviction investing, secondaries, and portfolio construction may be the biggest drivers of long-term returns.
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- E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder
- E402: $92B Coatue: Where the Value in AI Will Accrue
- E401: Einstein Was Wrong About What Actually Compounds
- E400: Anthony Pompliano on Power Laws, Conviction, and Compounding
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