Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Capital Allocators – Inside the Institutional Investment Industry9 Okt 2025

Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)

The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the space. Since then, an Executive Order opened the door for 401(k) plans to adopt alternatives.



I wrote, in a recent Musings for our Premium members, that private market allocations in retirement plans may be a big deal down the road, but there's no need to worry about a flood of capital hitting the private markets any time soon.



To understand why, I asked Eric Mogelof to come back on the podcast and explain how capital flows in the retirement markets. Eric is the head of Global Client Solutions at KKR and joined me on the Private Wealth miniseries.



In this hot take, Eric breaks down the retirement market across defined benefit, defined contribution, and IRA plans, the importance of target date funds to 401(k)s, and the decision making process required for these various structures to adopt alternatives.



From our sponsor, Morningstar

Embrace the global language of investment data


Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(823)

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)

AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using AI today, including what's worki...

14 Sep 1h 1min

Best of Habit Formation: James Clear

Best of Habit Formation: James Clear

This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves.  We've got two of the ...

7 Sep 1h 11min

Best of Habit Formation: Katy Milkman

Best of Habit Formation: Katy Milkman

This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves.  We've got two of the ...

7 Sep 57min

SPECIAL ANNOUNCEMENT: Capital Allocators University Online

SPECIAL ANNOUNCEMENT: Capital Allocators University Online

We're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person, once-a-year cohort of 25 or 30 professi...

3 Sep 15min

Best of Negotiations: Chris Voss

Best of Negotiations: Chris Voss

This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of t...

31 Aug 44min

Best of Negotiations: Daylian Cain

Best of Negotiations: Daylian Cain

This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of t...

31 Aug 1h 3min

Best of Storytelling: Matthew Dicks

Best of Storytelling: Matthew Dicks

This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member...

24 Aug 1h 26min

Best of Storytelling: Donald Miller

Best of Storytelling: Donald Miller

This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member...

24 Aug 48min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
24fragor
svd-tech-brief
avanzapodden
badfluence
uppgang-och-fall
lastbilspodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
tabberaset
rss-dagen-med-di
bathina-en-podcast
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
affarsvarlden
borsmorgon