The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

3statements match

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why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Open · timeframe Oct 2035

Mogelof: 401(k)s will hit 10-15% private market allocations within a decade

“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.”

Eric Mogelof Oct 9, 2025 ▶ 27:44 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)

Prediction Open · timeframe May 2030

Mogelof: Over 80% of Private Wealth Flows Will Target Evergreens

“If you ask me, I think the drawdown vehicles serve a very important purpose for institutional investors. But over time, I would expect 80 plus percent of all wealth flows to go into these evergreen investment solutions.”

Eric Mogelof May 19, 2025 ▶ 35:11 Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)

Prediction Open · timeframe May 2030

Mogelof: 30% to 50% of KKR Capital Raised Will Come From Wealth

“I think our co-CEO, Scott Nuttall, was on the record saying that over time, we would envision that 30 to 50% of our capital that we're raising is coming from the wealth channels.”

Eric Mogelof May 19, 2025 ▶ 47:00 Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)

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