Libsyn Directory

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

Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)

Capital Allocators – Inside the Institutional Investment Industry

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares’ credit-centric approach to serving the wealth channel. We discuss Ares’ dedicated focus and expansion in private wealth alongside a strategic acquisition five years ago, the resources and strategies Ares has developed since, the firm’s approach to scaling...

[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)

Capital Allocators – Inside the Institutional Investment Industry

Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a member of the Executive Management Committee. Our conversation covers Kipp’s path to Ares, the business and credit markets twenty years ago, and the exponential growth of Ares since. We turn to the firm’s research process across origination and sourcing, underwriting, investment...

Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)

Capital Allocators – Inside the Institutional Investment Industry

Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm 21 years ago and has participated in the growth of the secondaries business from its earliest stages. His partner, Alex Abell, joined me on the show last year and that conversation is replayed in the feed. Our conversation covers the history and maturation of the secondaries market from a red-headed stepchild to a modern portfolio tool. We discuss the use cases,...

[REPLAY] Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)

Capital Allocators – Inside the Institutional Investment Industry

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then merging Atlas with RCP a decade ago. Today, he helps manage RCP’s research efforts, its customized solutions, and advisory services. Our conversation covers Alex’s path and lessons learned investing in lower middle market buyout funds across...

Kristin Kallergis Rowland – Alts at J.P. Morgan’s Private Bank (Private Wealth 4, EP.447)

Capital Allocators – Inside the Institutional Investment Industry

Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan’s $3 trillion private bank. The Private Bank’s investment approach resembles that of many institutions, with centralized research, manager selection, and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan, spanning investment functions and global geographies. Our conversation describes...

WTT: The Hardest Day to Invest is Always Today

Capital Allocators – Inside the Institutional Investment Industry

In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today. Allocators can register for our next cohort of Capital Allocators University , July 7th in New York City. Read Ted’s blog .

Eric Mogelof – KKR’s Pivot to Private Wealth (Private Wealth 3, EP.446)

Capital Allocators – Inside the Institutional Investment Industry

Eric 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...

James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)

Capital Allocators – Inside the Institutional Investment Industry

James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly after the firm’s launch and has been instrumental in its explosive growth over the last eight years. Doug was a past guest on the show, and that conversation is replayed in the feed. Our conversation covers James’ path to asset management, lessons he learned over a decade at PIMCO, equally powerful lessons from his subsequent, if less successful, stops, and the application of...

[REPLAY] Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)

Capital Allocators – Inside the Institutional Investment Industry

Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies that he co-founded in 2016 and today manages $30 billion in permanent capital assets. The combined Blue Owl manages approximately $53 billion in assets, over 90% of which is in permanent capital vehicles. Previously, Doug was one of the founders, and the O, in GSO Capital Partners, which today is Blackstone’s alternative credit platform. He has...

John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)

Capital Allocators – Inside the Institutional Investment Industry

John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world’s largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors. Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private wealth platform, the need for personalization, specialization, and customization, the bank’s...

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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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