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    Alan Hall

    Managing Director and Senior Equity Research Analyst at KBW

    Alan Hall is a Managing Director and Senior Equity Research Analyst at Keefe, Bruyette & Woods (KBW), specializing in coverage of regional and community banks with a particular focus on the Southeastern United States. He regularly covers publicly traded banks such as Synovus Financial, Regions Financial, and Trustmark, and is recognized for his detailed reports and actionable investment insights. With over a decade of experience at KBW, Hall has developed a strong reputation for his accuracy in financial modeling and has consistently ranked highly on independent research platforms for forecast performance and stock picking, maintaining above-industry-average accuracy and positive return metrics. He began his career in equity research and financial services after earning his bachelor's degree in finance, and he holds FINRA Series 7, 63, 86, and 87 licenses, underscoring his professional credentials and commitment to the industry.

    Alan Hall's questions to Hamilton Lane (HLNE) leadership

    Alan Hall's questions to Hamilton Lane (HLNE) leadership • Q2 2025

    Question

    Alan Hall inquired about the client uptake of multiple evergreen products and the competitive landscape, particularly regarding single-asset versus multi-asset class products.

    Answer

    Co-Chief Executive Officer Erik Hirsch responded that while visibility is somewhat limited, the firm is seeing clients invest in multiple Hamilton Lane products. He positioned the diversified flagship fund as an 'anchor product' that allows clients to add specific overweights in areas like credit or infrastructure. Hirsch acknowledged that competition is increasing in this attractive market but affirmed that Hamilton Lane is well-positioned to compete effectively, as demonstrated by its strong performance.

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