CFA Society Virginia

Private Markets Evergreen Funds – How They Work & How Wealth & Institutional Clients Are Using Them

CFA Society Virginia presents Drew Schardt and Jeff Merschel from Hamilton Lane. Private Evergreen Funds look and trade a lot like traditional mutual funds and are now more widely being utilized by private wealth advisors, pensions, endowments, and foundations. Learn about the different asset classes available, how these investment vehicles are utilized in a diversified portfolio, the difference between traditional closed end draw down private funds and evergreens, myth busters on private markets, and the various mechanics behind them: various liquidity structures, valuations, subscription and redemption policies, and more. There will also be a more high level private market overview and current events section.  

ALTSDC 2026

ALTSDC is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today. The forum’s content is developed through hundreds of meetings and is intended for the local community of investment leaders across Delaware, Washington, D.C., Maryland, Northern Virginia & Eastern Pennsylvania. ALTSDC is developed and led by the CAIA Association and CFA Society Washington, DC. It is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSDC is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto, and more. CFA Society Members will receive a 40% discount using the code CFAVIR40