Eric Mogelof – KKR’s Pivot to Private Wealth (Private Wealth 3, EP.446)
Capital Allocators – Inside the Institutional Investment Industry
Release Date: 05/19/2025
CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)
Capital Allocators – Inside the Institutional Investment Industry
This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives into what it takes successfully invest as an asset class specialist. Please enjoy my panel with Dan, Craig, and Adam from 2023 and with Mario Giannini from 2022. Hedge Fund Master Class EP. 318 – May 29, 2023 Mario Giannini EP. 262 – July 18,...
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CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)
Capital Allocators – Inside the Institutional Investment Industry
This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives into what it takes successfully invest as an asset class specialist. Please enjoy my panel with Dan, Craig, and Adam from 2023 and with Mario Giannini from 2022. Hedge Fund Master Class EP. 318 – May 29, 2023 Mario Giannini EP. 262 – July 18,...
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CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)
Capital Allocators – Inside the Institutional Investment Industry
This week’s Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension funds in the US. Ash was an innovator in the space, modernizing the compensation scheme, asset allocation, and governance in a public pension fund – a notoriously tricky political seat. Original Release Date: July 7, 2019 Learn More Follow Ted on Twitter at or Subscribe to the Access Transcript with
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CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)
Capital Allocators – Inside the Institutional Investment Industry
This week’s Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway’s $1.5 trillion pool five years ago after a stellar career in the hedge fund world. He has done a remarkable job as a universal owner of assets, dramatically increasing transparency with his constituents, including on his terrific podcast – In Good Company. Original Release Date: December 4, 2023 Learn More Follow Ted on Twitter at or Subscribe to the Access Transcript with
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CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)
Capital Allocators – Inside the Institutional Investment Industry
This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November 3, 2019 Steve Rattner EP. 153 – November 17, 2019 Learn More Follow Ted on Twitter...
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CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
Capital Allocators – Inside the Institutional Investment Industry
This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November 3, 2019 Steve Rattner EP. 153 – November 17, 2019 Learn More Follow Ted on Twitter...
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WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought
Capital Allocators – Inside the Institutional Investment Industry
The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted’s Excellent Adventure) and dogs and cats living together (Ghostbusters). Today, a lack of distributions and secondary sales from longstanding leaders strange things in the industry and the convergence of public and private assets might feel like dogs and cats living together. I’ve been thinking about how this will play out over time and in particular, where future commitments from LPs...
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CIO Greatest Hits: Endowments – Scott Wilson (WashU)
Capital Allocators – Inside the Institutional Investment Industry
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Scott comes from a direct investing background and has adopted a position-focused approach to diligence and co-investing, leading to a very different portfolio construction. It’s perhaps the leading example of a new approach in the endowment world. Original air date: October 4, 2020 Learn More...
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CIO Greatest Hits: Endowments – Andy Golden (Princo)
Capital Allocators – Inside the Institutional Investment Industry
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Andy started his career at Yale with me and became one of the leaders of the endowment model for decades. His discussion of Princo’s decision-making process is among the most referenced descriptions of any podcast with a CIO. Original air date: June 26, 2017 Learn More Follow Ted on Twitter at or ...
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Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)
Capital Allocators – Inside the Institutional Investment Industry
Ron Kantowitz is the Head of Private Debt for Invesco’s Private Credit platform, where he leads a team that manages middle-market, senior secured, direct lending. The Invesco Private Credit Platform manages $46 billion across Direct Lending, Syndicated Loans, CLO’s, and Distressed Credit/Special Situations. Our conversation traces Ron’s path to lending and three decades of experience alongside the evolution of the lending markets. We discuss his direct lending strategy, investment process, and perspectives on competition, the role of banks, and opportunities ahead for private credit...
info_outlineEric Mogelof is the head of Global Client Solutions at KKR, one of the world’s leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across approximately $250 billion in credit, $200 billion in private equity, and $160 billion in real assets. The firm’s objective in private wealth is to deliver the same strategies, performance, and quality of experience to individuals as it does institutions.
Our conversation shares how a longstanding brand in private equity has adapted to serve the wealth channel in the last five years. We trace Eric’s path to KKR after a long run leading private wealth at PIMCO, the growing demand for alternatives among individual investors, innovation behind evergreen structures and interval funds, and importance of brand, customized products, and advisor education.
Eric shares how KKR is investing in marketing, digital engagement, and on-the-ground sales to reach advisors globally, and the firm’s partnership with Capital Group to expand access for non-accredited investors. We also cover the competitive landscape and the opportunities and challenges of making alternatives more accessible to a broader range of investors.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)