Eric Mogelof, Head of Global Client Solutions at KKR, discusses the long-term timeline for defined contribution (DC) retirement plans adopting private market alternative investments.
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“There's no doubt in my mind in a decade from now, we will see very meaningful allocations within that DC market to private markets. Whether it's 10%, 15%, it's going to be really, really big.”
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“I think the biggest thing that could go wrong is that these products are not sold appropriately. We saw a little bit of that in the past, but I think the biggest risk here is that advisors don't spend the time to fully understand the liquidity profile, the ris…”
Eric MogelofMay 19, 2025▶ 45:59Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
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Eric MogelofMay 19, 2025▶ 16:05Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
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“The reality is private markets are growing by leaps and bounds. And if you think about it, even in the equity space, More and more companies are staying private for much, much longer. So it's early, early days before we worry or get concerned about our ability…”
Eric MogelofMay 19, 2025▶ 27:52Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
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“We work with some advisors that I think are more sophisticated than some of the big sovereign wealth funds and pension plans we work with. On the flip side, we work with some advisors that have never allocated to anything other than public equity and public fi…”
Eric MogelofMay 19, 2025▶ 31:30Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
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