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

When:  Tue, Aug 18, 2026 from 12:00 PM to 01:00 PM (ET)
Associated with  CFA Society Virginia

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.  

Location

Westin Hotel - Shenandoah Room
6631 West Broad Street
Richmond, 23230