E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets

2026-07-02 · 43 min · episode 398 · 8 entities

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mentioned Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets concept

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E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets
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AUA

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discusses Business company

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Feed category: Business

Episode description as stored

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.